I cannot help but feel that the AgentPA is an afterthought and yet it should be such a pinnacle part of the software. As the software lacks automation the only way we can really ensure thing happen is with follow ups.
Can we not have the ability to see all that is upcoming not just 10 things.
I just feel a total rethink is needed with this as we are already running into limitations.

Ability to jump from one message to another and also be able to see sent messages.

Released 29th Nov 2023

When you are in the certificates page, It would be useful if a column was added for landlords / property owner so this could be a searchable filter. We could then in one email send a snapshot of each landlords certificates across their portfolio for the next month/s.

@Glyn, this is possable with custom report. I have asked support to add a report for you.

Fixflo is setup on agentOS with an option to accept or reject the job and give a reason why it is rejected. It looks as though that message is being sent to the tenant explaining matters which is how we have been using it. However it goes nowhere. Ideally this needs to be sent to the tenant as it is a quick and easy way of updating them.

From @Glyn. We can automate an email to let the tenants know you have request the fixflo request. Please let support know if you would like this setup.

Would it be possible to have trigger points for emails to send?

When a tenancy is renewed or extended, it would be good if an email was triggered and sent to the property manager to inform them.

@Glyn, yes this is possable. Please email automations@agentos.com who can set this up for you.

Provide reassurance that the most important emails are being read or at least opened by the intended recipients - important for a variety of reasons and provides the agent proof that emails have been read which could lead to a number of disputes being solved at source.

@Glyn, we think this is possable by adding a link in the email footer and then automations can puick up this has been opened and add a not on the person record. With Cam in automations to setup and test.

Would we be able to include a completion date column so that we can create a report for our management team

Can we make it so we can search for people by there mobile number

Edit - this is available as a custom report

It would help if the default for the "Auto cc 2nd email" was to automatically be included rather than having to select it.

I have to edit an applicant to see their mobile number. Too many clicks.

Old school letmc allowed us to notify a house full of tenants with one click to select all the tenants to notify, then send out the message. Now we have to click in the box, pick the tenant and the method (email/sms) and then repeat for all tenants. a 10 bed becomes 20 clicks, and it's easy to miss one tenant.
Can a "select all" be brought back for this.
Also: This isn't mobile friendly - I've banged the "it's not responsive" drum a few times about how agentOS simply isn't fit for purpose on smaller devices, including mobile, and yes you can work round it, but it's worth the tech team replicating this - try and notify tenants of a viewing from a mobile phone when using the "show as desktop site" mode. It's virtually unusable, and not an unreasonable request to be able to do this while out of the office where you don't have a desktop or laptop with a decently large and high resolution display.

Can we make a quick note that is visible on the immediate leads screen so we can see if they have been contacted at a glance (rather than having to open various windows)

From Glyn: lead section is a area that imports them from rightmove, OTM, website etc and for you to decide to import as a buyer, seller, landlord or applicant. Once you have done that, then you can email them and see their history and notes.

The lead section is not meant to be a people record section

We currently have to copy and paste every time we convert a lead to an applicant when I feel this could be easily solved.

This has been fixed and released on 14.12.2023

When you convert a lead it puts the mobile number in the landline field on the applicants profile so that when you book a viewing etc it doesn't pull the contact number through to the diary sheet

From Glyn: this will be fixed and released on 14.12.2023

You have the option to convert leads to buyers or tenants. Why dont you have the option to convert a valuation request into a market appraisal. This would be rather helpful.

From Glyn: this will be released on 14.12.2023, ability to convert Rightmovee and OTM lead to a landlord (market appraisal) or seller/vendor

Can this reflect the number of unprocessed leads please? Current we have 3 and the count shows 101. Thanks

From Glyn: I have checked and the count is only counting uncoverted leads. The IT guys fixed this a while ago, sorry for not letting you know sooner.

As an agent we should have the option to select whether a person being requested to pay funds pays only via online bank transfer. Two reasons for this:-

1st - Risk - being the delay caused with people selecting card payments which although status indicates fully paid the money often does not come through for days, ie still waiting on funds paid on 5/7 to clear for move ins today. The status 'fully paid' causes confusion as should state 'paid clearing' & could lead to us believing they have paid when it is not totally clear which is a huge risk to the business when handing keys over. Embarrassing for us as agents if we have confirmed to a client they have paid. Also that the updates that are included below could do with explanation as they are not clear what is actually happening.

2nd - Costs - associated with payments by card rack up for us as an agent especially if they use a credit card.
Other software providers who use the modular digital wallets function give this option so know that it is possible for an agent to have option to select. Why was this not considered with the roll out?

From Glyn: this is now live and a setting support can change for you.

When a lead is imported from Rightmove - the mobile number is saved in the wrong field (Landline) so has to be manually changed

From Glyn: this has been fixed and released on 14.12.2023

This is a bug, and not just a software request.

When you convert an applicant, their default phone number goes to landline rather than mobile which means when you go to add the applicant as a guest and go to text confirmation of the appointment it says they can't as they don't have a mobile number.

It devalues the work of the IT team, as the process is something they created, and clearly it isn't meeting its need, which is to make things easier for users.

In addition, it would be great to filter sales and lettings leads on the applicant page.

From Glyn, this has been fixed and release 14.12.2023

When importing rightmove leads, mark duplicates and either remove them or combine into an existing applicant records.

@Tesni, we recomend you remove the tenant notes section from the management report to stop notes sharing. As emails come in from a tenant they are automatically saved to the first tenant record they find with the matching email. When you create a new let for the tenant, a new tenant record is created, you code here add the email and remove the email from the first record to stop to auto recording of emails to notes.

Let support know if you would like them to remove the tenants notes section from the landlord management report.

Rather than manually creating a separate profile, it would be much more efficient if there was a button built in that could convert one to another and like the information between the two.

We'd like to be able to automatically notify landlords by email whenever rent has been received.
Either an automatic email, or a notification within the landlord's portal

can we have have a field added for the contractors invoice numbers , from the account side invoices not paid by us or late invoices being chased are by company accountants quoting the contractors invoice number or statement that may not have the job number or address , and or incorrect number and address.
search facility on the system for contractors invoice number will speed up invoice queries.

Hello,

As stated in my other post please read the below, we just want an automatic message/email sending to the landlord when an inspection has been done via touch right once its be completed either PDF or a link of that report.

The inspection report is exactly how we want it however what we want it to do is still not working, so as soon as it reaches the location of where it is now which is print/post/store documents we want it too automatically send it straight out
the landlord, rather than having to do it manually, if you can manage this it would be perfect, as we have landlords asking why they haven’t received any reports yet since February and too catch up now would be very long winded.

Thanks

We would like to be able to search for Active and/or Go Ahead jobs minus, the ones titled with Closing Inspection under ‘Type’'. This jobs are covered by different members of staff. Thanks

The user experience for signing up for new accounts seems to be a bit over the place. Our landlord users are likely to get confused.
They need to visit a letmc hosted page, set up a password using their unique reference, and after filling in a confusing form (which exhibit some strange behaviour by appearing to fail but actually asking for two more security questions, one of which has a pre-filled answer to a previous security question), then redirects to the GDPR form.
A much neater solution - if we are setting up landlords to use the new landlord portal - is to pass in an additional GET request to the [ResetPasswordURL] link, such as "&redirect=landlordportal". Rather than redirect the user to the AgentOS GDPR page, it could then do a meta redirect to the landlords page, eg "https://dashboard.agentwebsite.com/landlordportal".
This means for a user it is seamless - they click to reset their password, they enter it, and then are redirected to the landlord portal rather than land on the GDPR page and remember the signup email mentioned having to go back to the email and click on another link.
This should improve the user experience of signing up, and remove some of the confusion following the sign up email will give them.

When the service type is set/changed, automatically create "overdue" certificates on the property (unless the property already has a certificate of that type already set).

For example, HMO Full Management - FRA, PAT, Emergency Lights, Fire Alarm System, Gas Cert, Legionella RA, HMO Licence, etc.

Need a report for touting.

I need to be able to do the following - 

Add a property address - find the landlords address via land registay and add  to agentos - pull off a report that shows all the recent addresses to agentos so that we can write to them and tout for business. 

There are 2 reports on the dashboard that say appraisals on but they have different meanings depending on sales or lettings and aren't actually a list of properties to tout.

Lettings Market Appraisals - so this list is only of properties that have actually been instructed. So is it not a list of properties that we have been to but have not come on to the market? So in theory, it is a list of properties that we have been instructed on?

Where can I get a list of properties that we have the address for that we have been to but not instructed?

We also need a list of properties (on the market with another agent) that we have the address for and have got the landlords home address from Land Registry so that we can keep writing to them to try and win the instruction.

Sales is working as expected - properties that we have visited, but have not been instructed on or have been instructed but taken back off the market. Therefore we would be touting them to get the business.

It seems that the 2 reports have very different meanings.

For multiple branch agencies the contractors commission doesn't automatically get attributed to the correct branch unless the contractor is marked as working for that branch. So potentially a second branch is 'giving' income to the one that processes the invoice if most contractors are set up to one office

check into every tenant to see if they have paid before their tenancy has started. (where it says money owed maybe another column which says in main)

On the inventory / inspection tab on the landlord instruction, I would like the option of selecting that an inventory will be carried out or not carried out prior to the tenant moving in. Or a text box where I can type this info and any additional costs if the landlord wants it done.

Or an option when you create the landlord instruction and send it to the post bag, is there any way of attaching another document before you authorise it to be sent?