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. Add Slautation field for merge

    We require a salutation field to be added for mail merge as the fields provided are not suitable.

    36 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Owner Balance to show when using Invoice Genius

    Would be good to see the owner balance when paying invoices via invoice genius so you know if there are sufficient funds or insufficient funds to separate the paper copy of bills.

    31 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Bond amount Merge Field to show Bond less Refund/bond claims

    Bond Merge Field is Original bond and not the increased or decreased bond held amount.

    Bond amount merge field should reflect the bond required less any refund/bond claims.

    16 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Create a creditor Portal

    A creditor portal would remove the need for communication outside of Property Tree ie. through outlook. It would also be a great way to streamline invoicing and payments etc.

    25 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. Periodic Tenant

    If a tenant is periodic there should be a periodic box to tick

    6 votes
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    READY FOR VOTES  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  6. Tenant Invoices Due Upon Tenant Vacating

    It would be great if tenancy invoices became automatically due when a tenant has vacated as I can't debit invoices that are not due and I cannot increase the rent debit as there is no rent owing. It really stuffs us up because now I need the tenant to pay us direct and they are used to us debiting them.

    19 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  7. Rent outstanding.

    Currently Property Tree shows the out-standing rent without the date it would pay you to. (Rest had this function). Could we have this on Property Tree too.

    38 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. INVOICE PAYMENTS - Integration with Maintenance Manager AND Property Tree

    NEED NEED NEED integration with Property Tree and Maintenance Manager to process approved invoices from Maint Mgr to PTREE. Manually having to do this is a massive time waster! Especially when we have 1100 managements and have to manually process each invoice!

    31 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Notes

    Is there a possibility of adding an agency only notes section - a section where specific notes can be added that will not appear on the tribunal documents.
    There are many times we need to record notes specific to tenant that are not needed or wanted on the tribunal notes.

    8 votes
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    READY FOR VOTES  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  10. Owner portal

    We are finding owners & tenants that are connected to the portal are trying to reply to our emails and they can't unless they log into their portal. We feel they should still be able to still reply directly to our email as some people may not see the error message.

    5 votes
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    READY FOR VOTES  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. Plan Journey - we need more than 7 properties for planning

    Plan Journey -A maximum of 7 properties can be selected for planning- we need more than 7 please. Don't limit numbers.

    21 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  12. Increase the size limit of invoices that can be uploaded in invoice genius

    Please increase the size limits of the invoices in invoice genius a lot of the water bills are 5MB when downloaded without having to compress them. Most electronic bills are larger than the current 1.5MB limit

    14 votes
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    READY FOR VOTES  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  13. Tenant invoice due date

    Invoice due date for tenant profile should be configurable to state based requirements

    Submitted by customers in classroom training session Oct 18

    16 votes
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    READY FOR VOTES  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. All communications through portal showing in communications history

    Merge Portal Communications with the Communications history so its all in one place and have the subject of the communication showing instead of Ad Hoc. We also need all communications showing on one print out in succession - so important to have it all in one area instead of looking in two separate places for an email

    33 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. Pin Notes - Banner Colour Change

    It would be a good idea to have the colour of the pin notes changed to red or another colour that catches the eye and stands out.

    4 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Mail Merge - Search for Routine Inspections by date range

    When sending a routine inspection email through mail merge it would be helpful if you can narrow down the list of inspections by date range. It is very time consuming when you have to go through the whole list of tenants and individually select which tenants you want to send the email to. This way only the routine inspections scheduled between that date range will show.

    7 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. Archived tenants to be accessible on each property

    We need to be able to see past archived tenants on any property, as at the moment, the only way you can find them is by going into the owner's ledger

    4 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. QUICK MAINTENANCE TAB

    It would be great if Property Tree added a maintenance section where reception, assistants or PM's can add maintenance to categorise and track progress in a quick and efficient manner rather than just adding it in when placing a work order. It could have the following sections such as, property, if its an emergency, urgent or non-urgent (each with a different deadline that reminds you e.g. urgent repairs 7 day deadline.

    It would also be great if it has a status bar e.g. awaiting quote, awaiting owner approval etc.

    You should be able to see this on the property page,…

    88 votes
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    6 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. Feedback: Help Centre

    Over the coming months we will be enhancing Property Tree's Help, by:

    - Merging all articles into one Knowledge Base (KB) improving the viewing consistency
    - Access via the Help Centre or open up to the full page
    - Information rollovers will give you tips as you navigate your way through daily tasks
    - Look out for the pulsating dot, letting you know when & where new functionality has been introduced

    Please share your feedback on how we are doing!

    4 votes
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    GATHERING REQUIREMENTS  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. internal passwords to change owners bank details

    additional password protection required to prevent owner and creditor payment details being changed without authorisation

    14 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
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