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66 results found

  1. dashboard show tile for tasks

    12 votes

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    Ready for Votes  ·  1 comment  ·  Property Tree » Notes, Tasks and Workflows  ·  Admin →
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    Kate Lawson commented  · 

    Yes - so important now we use tasks for workflows!!

    Kate Lawson supported this idea  · 

  2. Improve Tasks

    57 votes

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    Ready for Votes  ·  2 comments  ·  Property Tree » Notes, Tasks and Workflows  ·  Admin →
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    Kate Lawson supported this idea  · 

  3. Dashboard widget for Compliance

    70 votes

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    Ready for Votes  ·  4 comments  ·  Property Tree » Compliance  ·  Admin →
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    Kate Lawson supported this idea  · 

  4. Have an option to list properties in alphabetical order, or numerical order on owner statement

    49 votes

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    Ready for Votes  ·  6 comments  ·  Property Tree » Transactions and Statements  ·  Admin →
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    Kate Lawson supported this idea  · 

  5. Pop up warnings for profiles

    206 votes

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    Ready for Votes  ·  13 comments  ·  Property Tree » Configuration and User Management  ·  Admin →
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    Kate Lawson supported this idea  · 

  6. Reply button for emails within communications tab in tenant/owner profile

    32 votes

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    Ready for Votes  ·  3 comments  ·  Property Tree » Communications  ·  Admin →
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    Kate Lawson commented  · 

    This will save so much time when following up tenants and owners. To have to go via the communications platform is a very slow process. It would save time for all the team when following up or replying to emails.

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    Kate Lawson commented  · 

    This would save so much time. Please make this change. It is slow to find emails in communications under sent.

    Kate Lawson supported this idea  · 

  7. Forward Any Email Received

    14 votes

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    Ready for Votes  ·  1 comment  ·  Property Tree » Communications  ·  Admin →
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    Kate Lawson supported this idea  · 

  8. Pets displayed

    307 votes

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    Ready for Votes  ·  21 comments  ·  Property Tree » Profiles  ·  Admin →
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    Kate Lawson commented  · 

    Yes—please update this as soon as possible. This is such an important piece of information for any tenancy, and right now there is no easy or reliable way for us to see it. It affects lease renewals, routine inspections, and our overall understanding of a tenancy’s status.

    With the recent changes to pet legislation, having this information clearly surfaced is now absolutely crucial. As agents, we need to be fully across these details to ensure we’re compliant, accurate, and providing the right guidance to both owners and tenants.

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    Kate Lawson commented  · 

    Please add a Pet Tab. This would make managing of the property so much easier. Thank you!

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    Kate Lawson commented  · 

    PLEASE add a pet section! It makes it very difficult to a tenant is not breaching a lease if we cannot easily check if a pet is approved.

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    Kate Lawson commented  · 

    Yes please this would make a huge difference. If we had a pet field, it would make routine inspections easier also!

    Kate Lawson supported this idea  · 

  9. Have a periodic lease button to remove from expired lease page

    149 votes

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    Ready for Votes  ·  11 comments  ·  Property Tree » Profiles  ·  Admin →
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    Kate Lawson commented  · 

    This update is absolutely crucial for our workflow. Right now, it’s extremely difficult to distinguish between lease renewals that are due and those that have already been approved to move to periodic, which is causing unnecessary confusion and slowing down our processes.

    Could you please prioritise updating this in PT and move it up the list of scheduled improvements?

    It would also be incredibly helpful if this information could be added to the Tenancy Card, so it’s immediately visible and clear to anyone viewing the tenancy.

    Thanks so much—this change will make a significant difference to daily operations.

    Kate Lawson supported this idea  · 

  10. Ability to add an email signature not just a banner image

    146 votes

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    Ready for Votes  ·  4 comments  ·  Property Tree » Communications  ·  Admin →
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    Kate Lawson commented  · 

    Yes please. This makes sense now that we can email in PT so easily.

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    Kate Lawson commented  · 

    Yes PLEASE! We need to add an email disclaimer in our emails, but cannot do this with the JPG option for signatures.

    Kate Lawson supported this idea  · 

  11. Owner statement frequency

    28 votes

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    Ready for Votes  ·  1 comment  ·  Property Tree » Transactions and Statements  ·  Admin →
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    Kate Lawson commented  · 

    Yes please!

    Kate Lawson supported this idea  · 

  12. create owner invoice for payment

    118 votes

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    Ready for Votes  ·  23 comments  ·  Property Tree » Transactions and Statements  ·  Admin →
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    Kate Lawson commented  · 

    Where is this one at in development? We invoice commercial owners for advertising regularly and need to have them pay the trust account for this before we can advertise their property. We need to be able to create an invoice to send to an owner for fees charged. Please develop this! Thank you.

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    Kate Lawson commented  · 

    This is vital for Commercial Ownerships. Especially for advertising invoices. We can only raise a charge which appears on the statement, but I would like that fee to be able to be printed as an invoice. PLEASE create this functionality like you have for fees for tenants! Thank you.

    Kate Lawson supported this idea  · 

  13. BCC over Communication Platform

    22 votes

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    Ready for Votes  ·  4 comments  ·  Property Tree » Communications  ·  Admin →
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    Kate Lawson supported this idea  · 
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    Kate Lawson commented  · 

    Yes please this would make life much easier.

  14. Reply to an email and use a template

    6 votes

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    Ready for Votes  ·  0 comments  ·  Property Tree » Communications  ·  Admin →
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    Kate Lawson shared this idea  · 

  15. The ability to attach documents or relevant emails to notes created in Property Tree

    51 votes

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    Ready for Votes  ·  0 comments  ·  Property Tree » Document Management  ·  Admin →
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    Kate Lawson supported this idea  · 

  16. To be able to put photos of the property in property tree

    191 votes

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    11 comments  ·  Property Tree » Profiles  ·  Admin →
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    Kate Lawson commented  · 

    Please update us on this feature - it would make managing a property so much easier!

    Kate Lawson supported this idea  · 

  17. Photo of property in PT app so owners can see property

    15 votes

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    Ready for Votes  ·  1 comment  ·  Property Tree » Portals  ·  Admin →
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    Kate Lawson supported this idea  · 

  18. Ability to create Recurring Tasks

    22 votes

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    Ready for Votes  ·  3 comments  ·  Property Tree » Notes, Tasks and Workflows  ·  Admin →
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    Kate Lawson commented  · 

    Yes please! This would be so handy for scheduled catch ups with Landlords, following up of compliance issues, outgoings reconciliations, tenant check ins. Arrears. Please make these possible.

    Kate Lawson supported this idea  · 

  19. Tracking Invoices through Invoice Genius

    10 votes

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    Ready for Votes  ·  1 comment  ·  Property Tree » Transactions and Statements  ·  Admin →
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    Kate Lawson supported this idea  · 

  20. New Tenant Water Invoice

    33 votes

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    Ready for Votes  ·  1 comment  ·  Property Tree » Transactions and Statements  ·  Admin →
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    Kate Lawson supported this idea  · 
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