PropertyTree

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  1. pets

    Tenant Details
    Pets
    Occupants

    5 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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.

    10 votes
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  3. Tenant & Landlord screens

    When you enter a tenant or landlord screen - it automatically takes you to the middle of the page - not the top.
    Can this be fixed please?

    3 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  4. Allocating held funds in IG for tenant invoices

    Allocate held funds for tenants button needs to be added, this is very time consuming.

    3 votes
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  5. 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.

    10 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.

    22 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.

    42 votes
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  8. internal passwords to change owners bank details

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

    18 votes
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  9. 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.

    24 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  10. global change for owner statement

    Can a change be made within PT for a way to change all owner statements to one format instead of editing each individual owner file.

    5 votes
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  11. form 19

    Form 19 Inspection Notice - DMIRS have confirmed that their logo at the top of the form doesn't need to be included in the Notice so we can set the Notice up in an email to the tenant. We need Property Tree to create a 'todays date' merge field as we need to insert into the Notice the date of issue of the notice and we need PT to give us the ability to insert an esignature. Then routine inspection notices can be sent either manually or via the autocommunication function.

    2 votes
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  12. Archive emails once read and actioned and be able to remark as unread

    We should be able to archive emails once read and actioned and be able to remark as unread.

    13 votes
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  13. Generate an invoice for FUTURE rent payable, like start of tenancy some companies need an invoice to pay the rent

    Generate an invoice for FUTURE rent payable, like start of tenancy some companies need an invoice to pay the rent

    2 votes
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  14. Owner / Tenant / Creditor --> Name / Nickname Field

    It would be great to see a name/salutation field for all contacts (Owner, Tenant, Creditor). This way, when we either call or write to them, we refer to them by their preferred name: Eg. Jim instead of James.

    Would be extremely helpful for overseas owners,

    I imagine it would be easy enough to make this a field to merge to letters/emails:

    Dear <Salutation>

    5 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. Direct Debit Bonds

    Can we please be able to direct debit a tenants initial bond and rent payments?

    2 votes
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  16. Document category change

    We cannot add or remove document categories in Property Tree, not all categories put through by Property Tree cover what these documents might be ie nothing to cover insurance documents for Creditors.

    2 votes
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  17. Property Details upgrade.

    Can we please update the Property Details section to include whether a property has a pool/spa, so the correct documentation is held on file.

    Also a section similar to smoke alarms where it can be noted pool/spa compliant

    3 votes
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  18. END OF FINANCIAL YEAR - PRINTING OWNERSHIP INCOME & EXPENDITURE STATEMANTS FOR POSTING

    Ownership Income & Expenditure Statement requiring posting - Could a button be available that selects automatically ALL Income & Expenditure Statements requiring posting. This would allow them to be sent to agency email as batch for printing, similar to End of Month Process. This would assist with time management of the process.

    2 votes
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  19. Automated SMS Delivery Send Time changed to 11.00am not 4.00am

    The SMS for arrears is sent to tenants at 4.00am in the morning!!!

    This does not meet with the RTA guidelines, it should be changed to 11.00am.

    If I were a tenant, I would not appreciate getting an sms at 4.00am!!

    1 vote
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  20. DELETING NOTES THAT HAVE BEEN DOUBLED UP UNDER TENANT PROFILE

    When first setting up Tenant Profiles the notes on outgoings have been entered twice so I wanted to delete one but we cannot delete notes - can this be an option for future upgrade

    3 votes
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