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

the app only shows jobs from the last 3 months, some of the jobs take longer to complete or invoice meaning the contractor cant find these on the app to submit an invoice. Extending this time period would be very helpful

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

If a Landlord has a non UK email address, we are unable to send/receive any emails to/from the LL. (eg. .fr instead of .co.uk)

We are having to use our Outlook email to send information but have no log on the system.

Would it possible for a facility to be put on the system that when we close a maintenance job on the system is it possible to choose whether to send a automatic notification to the tenants to advise them that the job is closed

To be able to amend a landlords statement for their tax so it has all the correct information on it

It would be helpful to have a report that shows the date when all properties had a last rent increase. Appreciate there is a report showing the advertised rent and the actual rent now, but this does not give a date of the increase.

When saving text fields, sometimes special characters are disappearing. For example, if a closing inspection entry includes bullet points, when reopened the bullets have disappeared. If then edited and saved, the characters seem to be retained. It's useful to have bullets in these fields to aid clarity.

Similarly, some characters in inventory comment fields being converted to the character code e.g. " becomes &quot and has to be edited.

This has only started happening recently.

We'd find it very useful to be able to add in tags to template file names so when the documents are created it renames the files for download. We send out a per-tenant payment schedule for example from signable as part of their tenancy package. The process would be that after downloading the payment schedule we would have to open up explorer, rename the file with the tenants name, ready for re-upload against the tenancy. There should be no reason that we can't rename the files - upload the filename as "Payment Schedule for [[Tenant.Forename]] [[Tenant.Surname]].docx" for example. Obviously agentOS would have to do some filtering to ensure there are no file system issues (eg a / in the filename) but this would be very useful.

Hi there,
If I search for a property I don't get useful results or at least they are not in a sensible order.
In this example of searching for a house it returns:

1) House (bonus points for coming first).

2) Tenancy that ended 4 years ago

3) Tenancy that ended 6 years ago

4) The most recent one - advertised instructoin

5) Current tenancy!

6) Tenancy that ended last year.
If I do "email xx road" then it presents me with:

1) Tenancy that ended a yar ago

2) Tenancy that ended 3 years ago

3) Tenancy that ended 5 years ago

4) Tenancy that ended 6 years ago

5) Tenancy that ended 7 years ago.
In this case I have to scroll to item 8 to get the most recent tenancy. Under what circumstances are we more likely to email a tenancy from 9 years ago (item 7) than the most recent one which is towards the bottom of the list.
Can the search results be ordered more sensibly.
Item 1 should be (one house search) the house. Item 2 the most recent tenancy and onwards like that going back logically.
Thanks!

Some of our landlords live overseas but we also require their UK correspondence address to record on tenancy agreements. It would be good to have a designated place on agentOS to log both addresses, for example another option for 'Addresses' to be 'Overseas' or 'Correspondence'.

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.

On the dash board is a section Lettings Appraisals. This needs to have the landlords address on so that we are able to do a mass mail out from an Excel spreadsheet. We also need the address to be broken in to a column for each part of the address of the property. Would be good if it had the number of bedrooms and property type too. Thanks

We could do up to 100 viewings per day - I want to quickly see the feedback at a glance, right now I can only view this by searching for each individual property - can this be added as a report e.g. view yesterday's appointments including the feedback for each property viewed

Would be useful to have the freedom to amend the tenancy end date at whatever stage. Noting it somewhere else first would be duplicating work and it makes sense to have the end date in the allocated tenancy end date space, rather than another note.

Being able to edit a document's name once it's been uploaded to Saved Documents would be helpful. For example, if we upload a document named IMG05205 we can re-name it to a relevant item.

A button that allows for the feedback to be emailed to the landlord directly from the system

it would be quicker if they had the address on the actual bit where it says document for instruction

Flexibility for agents to decide which font they would like as default on their emails.

On the appointment tab, when I am looking at a property to see the feedback from recent viewings, some are left blank (if marked as cancelled the viewer doesn't have any feedback to leave) - if cancelled button is pressed can this automatically put a note in the feedback box to say cancelled

Whenever we sign a tenancy the system seems to automatically generate a landlord instruction letter in the postbag.
It would be good to find a way to stop these letters automatically generating so we don't have to wade through lots of un-necessary landlord instruction letters in the post bag.

Hi when adding notes or adding email addresses to an email and searching via the property, can the list of tenants be in date order, so the existing group and head tenant are at the top and the oldest tenants are at the bottom. Saves time especially on students lets that have numerous tenants recorded. thanks Angie

I would like to e-mail the landlord and tenancy in the stored area. We store our inspection in this area. and would like just to click action landlord/ tenancy

prevents contractors missing jobs

A 'master login' to enable us to see what our landlords see, and manage them from one place. At the moment we can't track it all.
As this is an 'add on' service which we pay additional money for at the moment it seems like a lot of guess work when trying to help landlords get to grips with it.

This is urgent now. We really need to have some decent templates. The ones on the system are terrible. I have had someone who is good at IT to try and make good, but even they can't make a purse out of this pigs's ear!

Is it possible to have an email group so that we can email all staff without having to remember to add them all on individually.

It would be helpful for agentOS to automatically email the tenant when a maintenance job is saved to inform them their request is received and also to communicate to the Landlord when the job is saved.

For notifications to be received by staff members when a new email or SMS comes into the in-tray.

In addition to the payment schedule for rent, it would be helpful to create a similar 'schedule' for regular payments like utility bills. This would make a certain amount due on the tenant's account where you could select the recipient of the funds (British Gas 'contractor' for example).

Pending deductions only when full balance available - system control that we can override on a case by case basis. We do not always want to make part payments to contractors, however, we are also not permitted by ARLA to pay out unless there are funds in the Landlords account.

Could there be a feature added to the certificates page to chase a certificate? (e.g. by sending a chase letter to the postbag to then be authorised). This will speed up the process of getting any certificates that Landlords complete without manually drafting emails.

Each time a certificate is added it would be good to be able to send it to all tenants (in current or future tenancy) in few clicks

Would be great if that once a payment group is made, that we can go to the payment group page and tick all of them to be able to make one list to pay, instead of having to print off several payment sheets that may show either several, or one payee. This way, as the day goes on, we can create payment groups and print off one list at the end of the day, ready to pay.

Please can the space for reporting the issues that need to be addressed by contractors be bigger as we can't get all the works listed in the current space. Thanks

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.

Please could 'Tenancy Service type' column be added to the Certificates report.
Would be helpful to differentiate between managed and non-managed properties when the Landlord is responsible for their Certs.

Currently there is no option to ad additional staff to joint appointments, meetings, blocked diaries. For an example an office meeting, we have to manually add it in each diary, very cumbersome. Can we add additional staff members to appointment type, wouldnt a tick box for staff be quicker and easier than a drop down where you need to delete yourself first before adding the correct person, also multiple schedules for repeat appointments. Say we book every day out between 3-5 for a phone out for eternity, rather than adding every single day.

It would be really helpful to have landlord specific auto-charges which over-ride the service type specific auto-charges.

Glyn: We are unable to add landlord specific auto charges as this will conflict with service type auto charges. But, if you set an override auto charge on the tenancy, that will remain with all future tenancies. Effectively a landlord specific charge.

Would be helpful to see when an auto-charge has been edited.

Glyn: go to office tab and select 'allocated work' item. Then in the search bar on the report add the word 'auto' and you will get a list of edited auto charges.

We have the need to set a float from a certain date. If we are at the 23rd of the month and we pay landlords on the 24th, and we have work we now will be carried out in a weeks time, we would have to remember to go back in a weeks time and set the float. It would be useful to be able to set the date a float change comes into effect, and avoiding having to set reminders to carry out an action (it will interrupt the workflow on certain tasks).

Having recently started using Agent OS I am receiving a fair amount of feedback from my Landlords about the length of the monthly statement they recieve. We have many houses with tenants that pay rent by room and in a 4 to 8 bed house this generates too many lines of information for rent collected from each tenant and managment fees deducted from each rent payment. Our Landlords are asking for their statements in summary format - so total rent collected (one line) and total managment fees deducted (one line).
Other adhoc expenditure such as maintenance deductions still need to give detail regarding the job but not part deductions for payment only the total deduction to clear the iinvoice.
The statement document could be half or a third of the length compared to the current landlord statement. The option to create a Summary or Detail Landlord Statement will improve my customers experience and for many save a lot of paper.

When adding multiple date specific auto charges you can't see the date when the charges are to be applied. If one needs to be cancelled, you have to cancel them all and re-do the whole lot.

I need to be able to run reports on the following in order to effectively track my valuer/sales guys:
-property added date
-Property advertised date
I appreciate there is already a 'Day on the market' but this isn't something I can readily use for reporting.
Many thanks
Colin

Need to change the hard coding to be more sensible.
Receipts should be Dear Mr/s Surname. Thank you for your payment. Hi and then their full name is not professional and doesn't need their fist name in.
Job sheet email doesn't need to have full name in.
It is only a small piece of coding on these templates so could be updated easily as we have been asking for this to be changed for several years. Thanks

Need a column so that we can see when an outstanding invoice was last chased as we have to keep going into the notes to look before we chase so that we don't look stupid.

Ability to change property details en masse, e.g. assign new landlords, or new property managers without havingt o drill into each record

In the diary, when a viewing was cancelled before it used to have a line through it so you could see at quick glance it was cancelled. Now you have to hover over the appt to see if it has been cancelled or not. Is there any way you can get the line through back as it was much clearer before and you can then see quickly if an appt  has been cancelled or not. The support button is over the minimise and close button on the email screens so make it difficult for these buttons to be clicked. Can the support icon be moved please?

Save time to check appts and be able to minimise and close emails

Collection of improvements to the diary, please see below requests merged onto this overview request.

Please can you add all UK bank holidays etc to diary