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Settings and activity

68 results found

  1. Option to auto-upload documents to Owner/Tenant Portal

    45 votes

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    Ready for Votes  ·  12 comments  ·  Property Tree » Document Management  ·  Admin →
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    Lisa Mullins commented  · 

    Also notices and lease documents generated via integrations to auto feed back into PT as a document and auto ticked so they are visible on portal.

    Lisa Mullins supported this idea  · 

  2. Auto email to renter for work order

    215 votes

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    Ready for Votes  ·  11 comments  ·  Property Tree » Inspections and Maintenance  ·  Admin →
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    Lisa Mullins supported this idea  · 

  3. Pinned Note for Inspections & Maintenance Quotes/Jobs for safety issues ie dangerous dog

    75 votes

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    Ready for Votes  ·  11 comments  ·  Property Tree » Inspections and Maintenance  ·  Admin →
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    Lisa Mullins shared this idea  · 

  4. Owner and Tenant Portals - Post your feedback

    76 votes

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    49 comments  ·  Property Tree » Portals  ·  Admin →
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    In Development  ·  AdminAngela Sutton (Admin, MRI Software) responded

    We are pleased to advise that new Owner and Tenant Portals are now in Development! This will be accessible on both web and Apps for Owners and Tenants. We'll let you know once this is available for EAP and general availability.

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    Lisa Mullins commented  · 

    Always have issues if a vacated tenant is now renting with our agency again and they want to use the portal. When they login they receive old ppty info not current. We should not need to unarchive and link the profiles for them to have access. Same when a LL changes their email address - it is time consuming and sometimes the issues persist and we need to create a new profile etc.

    Lisa Mullins supported this idea  · 

  5. Owner Portal - Display Order of Multiple Properties

    20 votes

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    Ready for Votes  ·  2 comments  ·  Property Tree » Portals  ·  Admin →
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    Lisa Mullins supported this idea  · 

  6. User Tag in Document Management

    7 votes

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

  7. User Activity Summary Report

    11 votes

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    Ready for Votes  ·  0 comments  ·  Property Tree » Configuration and User Management  ·  Admin →
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    Lisa Mullins supported this idea  · 

  8. Document Type user security access

    6 votes

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    Ready for Votes  ·  1 comment  ·  Property Tree » Document Management  ·  Admin →
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    Lisa Mullins supported this idea  · 

  9. Compliance tab on Creditor Profile

    230 votes

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    Ready for Votes  ·  30 comments  ·  Property Tree » Profiles  ·  Admin →
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    Lisa Mullins commented  · 

    Feedback
    1. Would love for a compliance tab and the ability to add categories, and expiry date and also reminder date - would love the reminder date brought back for all compliance categories including proeprty compliance

    2. Warning when raised against a maintenance job

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    Lisa Mullins commented  · 

    Be able to record multiple insurer details,
    policy number
    expiry date.
    A reminder date be added back in for ALL compliance items.
    Value of public liabilty would be great to see at a glance as some organisations have a minimum limit for trade to compelte work
    TRade licence details and expiry date

    Lisa Mullins supported this idea  · 

  10. Option to include Owners and tenants when sending work orders/quote requests

    51 votes

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    Ready for Votes  ·  10 comments  ·  Property Tree » Inspections and Maintenance  ·  Admin →
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    Lisa Mullins supported this idea  · 

  11. Pinned notes for invoice genius

    104 votes

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    5 comments  ·  Property Tree » Notes, Tasks and Workflows  ·  Admin →
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    Lisa Mullins supported this idea  · 

  12. add a field for rent review figure and a merge field for it

    17 votes

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    Ready for Votes  ·  3 comments  ·  Property Tree » Search, Filters and Reports  ·  Admin →
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    Lisa Mullins shared this idea  · 

  13. 'Not for Relet' report

    26 votes

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    Ready for Votes  ·  1 comment  ·  Property Tree » Search, Filters and Reports  ·  Admin →
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    Lisa Mullins supported this idea  · 

  14. Cancelled Invoices - show who cancelled the invoice

    41 votes

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    Ready for Votes  ·  0 comments  ·  Property Tree » Search, Filters and Reports  ·  Admin →
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    Lisa Mullins supported this idea  · 

  15. Add management fee to the Gained and Lost report

    9 votes

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    Ready for Votes  ·  0 comments  ·  Property Tree » Business Insights  ·  Admin →
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    Lisa Mullins supported this idea  · 

  16. follow up inspection option

    32 votes

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    Ready for Votes  ·  3 comments  ·  Property Tree » Inspections and Maintenance  ·  Admin →
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    Lisa Mullins commented  · 

    also add the option for other inspection type - ie recheck, prevacate etc atm we need to add as routine when it is not a routine - allows clarity around the type of inspections and if staff away they can immediately see on the screen what type of inspection has been carried out - ie a recheck indicates an issue

    Lisa Mullins supported this idea  · 

  17. Complete quote requests, not cancel them.

    24 votes

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    Ready for Votes  ·  0 comments  ·  Property Tree » Inspections and Maintenance  ·  Admin →
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    Lisa Mullins supported this idea  · 

  18. Change of ownership - Transfer documents and maintenance

    99 votes

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    Ready for Votes  ·  3 comments  ·  Property Tree » Profiles  ·  Admin →
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    Lisa Mullins supported this idea  · 

  19. Being able to block out dates for public holiday or leave

    27 votes

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    Ready for Votes  ·  0 comments  ·  Property Tree » Inspections and Maintenance  ·  Admin →
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    Lisa Mullins supported this idea  · 

  20. Inspections for landlords wanting to attend

    35 votes

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    Ready for Votes  ·  1 comment  ·  Property Tree » Inspections and Maintenance  ·  Admin →
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    Lisa Mullins supported this idea  · 
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