PropertyTree

This is your opportunity to have a say about what you want in your Rockend products.

It will be used to centralise product feedback, improve development transparency and to keep you closely connected to improvements being made here at Rockend.

Check out what we have been working on change the Status below to RELEASED to view recently released features and enhancements.

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  1. report showing owners with no properties attached

    This would be helpful to have a clean database, once a property has been archived. Just to ensure the owner isn't missed.

    11 votes
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    READY FOR VOTES  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Attaching documents to emails through property tree.

    Need to be able to email tenants/owners and be able to attach documents to the email we are sending.

    15 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  3. allow emails to be saved to documents / document management against profiles

    As a former REST user I am badly missing Filesmart. When will there be an equivalent for PT?

    45 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Please could Rent Summary & water summary be in seperate reports. With running totals.

    When we submit our tenants ledger details to Tenancy tribunal, Tenancy tribunal request the following:

    1) Rent & water ledgers be in separate reports.
    2) Rent & Water ledgers - If we can export in PDF and Excel
    3) If rent & water ledgers could have a running total for arrears.

    That would be helpful to us property managers, and assist us with providing the correct documentation to Tenancy tribunal.

    15 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. ability to amend information within templates in mail merge just before sending but not altering the orignal template

    We need to be able to alter the individual email being sent while using a mail merge template as a base email rather than having to altering the original template. We need to be able to add attachments and sometimes change some small details depending on the situation and personalise it to the tenant or owner. I do not want to have to change the mail merge template every time or make many many different slightly different templates as we also need to be able to attach items to many emails.

    281 votes
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    12 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. To have the ability to conduct In-going reports

    To have the ability to conduct In-going reports prior to securing a tenant. Once the property is entered into property tree it should automatically roll over into Inspection Manager, even if there is no tenant connected to the property...

    58 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Add additional information to the Information Audit Report

    Audit Report should show every time a user enters information, makes changes or adds invoices or other information could the system reflect this - we have a series of invoices that have been paid twice and we cannot find who is entering invoices outside the financial controllers consent

    7 votes
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    READY FOR VOTES  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. Pin a Note

    Post Release of Pin a Note:
    You can now pin a note on profile screens in Property Tree - where/how would you like this us to extend this functionality?

    13 votes
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    7 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Creditor Remittance Email Address

    Some creditors have different departments for work orders to be received and for remittance advice to be sent to, can PT please allow a separate email address for the remittance advice to go to their accounts section. It will reduce time when they call to find out what invoices have been paid or we have to manually send them the remittance to a different email address

    11 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. Inspections

    Having the ability to send both letters and emails at the same time, like with Rest when you go through the inspection planner and send tenant letters, emails & Owners letter in very simple steps to the merge documents

    58 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. Find profile to show Tenant Property & Owner on one screen

    In Find Profile - the screen should display all three linked profiles on the one screen. eg If I search for a Tenant it should display the Tenant Property Owner. If I search for a Property it could show Property Tenant Owner. All would be a hyperlink so I can go to any of them. Also this would help if the eg Tenant is Archived so I could search on Property and it would display the archived tenants that were attached to this property. (Sales has this feature- would be nice to have it in PM)

    167 votes
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    4 comments  ·  Flag idea as inappropriate…  ·  Admin →

    Thank you for your suggestion!

    We have merged your suggestions and clarified the title, to help others find it more easily. If you don’t think the changes match your original intent, please let us know.

    Your suggestion will now be shared with the PropertyTree Community for votes and comments.

  12. Feedback: Property Tree Releases

    This space is for the community to share their Feedback on the latest features/enhancements released in Property Tree.

    Please add your comments here. The product team will be monitoring and will use your feedback when building Property Tree enhancements in future releases.

    2 votes
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    GATHERING REQUIREMENTS  ·  5 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Email owner statements direct from PM email

    When doing owner payout, have statements come from the individual PM email address so when owners reply it goes direct back to the PM not the company email

    16 votes
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    READY FOR VOTES  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  14. Macquarie DEFT Tenant Download File --- "00"

    We have a large portfolio and have just changed over to Property Tree. When doing the tenant download, property tree doesn't automatically receipt any internet transfer transactions from Macquarie Bank - as they have 00 in front of the DEFT reference number. This is a Macquarie Bank thing and cannot be changed. HOWEVER - Console, REST have no issues with dropping the 2 "00"s and then auto receipting. This needs to be addressed ASAP as otherwise the receipting and bank rec takes hours...

    36 votes
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    10 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. Viewing work orders when invoicing

    Be able to view the work order to match the completed work on the invoice to ensure all jobs have been completed. Especially if the work order is from an approved quote and in the job description it has the approved figure amount - making sure that the received invoice is as per the approved quote.

    11 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. comment on statement

    being able to manually add a global comment to the bottom of a statement would be helpful to let owners know things like next payments, holiday closures. All

    8 votes
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    READY FOR VOTES  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. Sale Statement features

    The Sales Statement for settled properties is missing information on line regarding the vendors disbursement of funds, it only contains a date & amount & is completely missing a description of what the money is for or where it is going.

    ALSO:
    Can you please make the Sale Statement (Settled) email something can can be changed or altered in the automated communications tab (the same as the others) we like to be a bit more detailed than the current default message

    19 votes
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    5 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Search field for Bulk SMS

    Can a search field be included when sending bulk sms so that you can search for an individual tenancy and then select it, rather than having to search through the complete list and tick each box. Currently we have 1016 tenancies to search through and this number is only going to increase as we add more contacts. Very time consuming doing it the current way. Thanks.

    26 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. Tenant water invoicing

    Similar to a few different posts, but here in SA water invoicing I believe is a little different to other states.

    We can invoice all/none/provide an excess water allowance. We can also charge the 'Quarterly Supply Charge' from SA Water.

    It would be great to have something on the tenant card that we could tick about what the tenant pays for water. This should then pop up when invoicing, or even better, when using Invoice Genius it invoices the correct amounts/items to the tenants for us.

    There should also be (as REST had) the ability to enter water meter readings…

    15 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  20. REI forms to merge all contacts

    At present various REI and realworks forms merge only the primary contact/s. It should merge all contacts from either Tenancy or Ownership profiles

    11 votes
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    5 comments  ·  Flag idea as inappropriate…  ·  Admin →
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