Settings and activity
41 results found
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14 votes
Alex Collins
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46 votes
An error occurred while saving the comment Alex Collins
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27 votesAlex Collins
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5 votesAlex Collins
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2 votesAlex Collins
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2 votesAlex Collins
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2 votesAlex Collins
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25 votes
An error occurred while saving the comment Alex Collins
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User experience improvement around mobile would be well received.
May that be via an app, or improved mobile view.Currently very difficult to search, save and get detail if on the road.
Whilst the contact app does assist with some items, having better UX to access more would be greatly appreciated in our team.Alex Collins
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7 votesAlex Collins
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6 votesAlex Collins
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2 votesAlex Collins
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15 votesAlex Collins
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2 votesAlex Collins
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8 votesAlex Collins
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7 votesAlex Collins
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6 votesAlex Collins
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Alex Collins
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10 votesAlex Collins
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8 votesAlex Collins
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17 votesAlex Collins
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125 votes
Hi Supporters! we've been digging deeper on this topic and after a bit more feedback if you have any -
1. We can introduce a compliance tab to the Creditor and you'd be able to track any items you wish (you could configure your own categories as you do with properties). Would you prefer to see a separate Creditor Compliance Register for reporting, or keep this information in the current Compliance Register with the ability to filter between Property Compliance and Creditor Compliance?
2. When a Creditor Compliance item has expired, what behaviour would you like to see? I warning when you enter a creditor against a maintenance job? and/or when a maintenance email is sent?
Any other notifications or areas that should be considered when we look to implement creditor compliance?
An error occurred while saving the comment Alex Collins
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An area with the ability to add, store, track and report on creditors Public Liability, License's etc.
Currently they are visible and reportable in Maintenance+ - should you not have the product though, you cannot.
It would be a great function to have visibility in core PT, that way it can also talk to M+ also.
An error occurred while saving the comment Alex Collins
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I would love to see PT create a section for agents to track compliance requirements for Trades within PT, as currently there is no place to put creditor insurance details, so you can’t run a basic report to see which trade has expiring insurance details so we can ensure we chase them up to get these documents.
Alex Collins
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Have an option to select what an owner can see in the portal e.g option to turn off maintenance detail/view in owner portal