I am trying to see how a short term rental property performs to justify the validity of it

If a joint tenancy (which 95% of our properties across our network are) you have to individually upload the TDS certificate code onto each individual tenant. This doesn't make sense, it needs to be on the tenancy level so it is uploaded once.

If a rent has been agreed lower than what it was advertised at, it will automatically change this on the live feed to the portals - we don't want this to happen

I don't wish to advertise all properties on our list - can we have the opportunity of choosing the areas/properties that I do or don;t want advertised?

We collect rent for garages, so we need the demands to be sent to another address.

On a smaller laptop screen (14" here) I would like to see my whole days (and negs) diary on the screen without scrolling up and down all the time, I would remove 7:00am-8:30am and then 7pm to 9:30pm to optimize the "business day" onto one visual screen.

It would be good to be able to group "like" Service types.

For examples If I want to report just on Fully managed.

I have about 8 variants
With/without R&L
With/without Zero Deposit
Both of the above/none of the above.

It would be great to just be able to select "FML" rather than

Currently can only select by month, and require ability to select a from and to date.
Request from client.

I cannot run a list from the diary of the check out appointments that contain the check out address so I therefore am unable to cross check that this service has been charged for. Can the address details be added to the export.

Sales properties are being matched on number of bedrooms skipping the minimum price criteria. A buyer looking for 4 beds at £500k is not interested int he 4 bed at £200k and it looks to the buyer that the agent has not listened to their requirements

It would be extremely useful to be able to select the order of your Sales Features, allowing these show on the portal in a desired order.

Auto transfers to stop when a tenant is released from a tenancy. At the moment they continue posting and you have to go and manually reverse the ones that should have not gone through after the tenant was released, and then manually stop the Auto Transfer

Sometimes a lot of pending payments build up, e.g. when rental income ends (tenancy end or arrears) or when a lot of work has been done. Could existing pending payments be shown in the maintenance deduction dialogue box, or perhaps a warning if there's more than a set amount pending? This means we're more aware of the need to consider up-front payment.

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

New RICS guidance requires the amount of contractor commission deducted to be displayed on the landlord statement, next to the maintenance deduction.

Currently the meter read date isn't pulled onto closing inspection & inventory reports with the readings. Docs advised this isn't currently possible.

Can we remove status history and have the easily viewable information as dispute item, description, item state, TT responsible and amount to claim.

Having to click into each one to see the description can be frustrating on cases with numerous deductions it would make more sense to be able to see that immediately when see the deductions as a list.

The current view there is no need to see the cost of the deduction 3 times in seperate fields and also the status history could just be moved to the drop down, there isn't really a need to see this straight away, the description would be a more important field to have.

I have attached a photo of the view I am referring to.

Ability to have sub teams.

Including feedback

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?

Many of my landlords have trouble setting up/logging into the portal.

Only around 10% seem to have been able to sign up effectively. Those that can't end up calling the office and we can can't effectively guide them as we have no way of seeing what they see.

The whole process seems really jumbled and not easy to monitor from our point of view.

It needs to be simplified in some way. Would welcome a discussion on this.

Create our own title for listing that isnt limited to Address 1, Address 2 and Address 3.

For example address street name, first part of postcode. Or 3 rooms
remaining

The current system puts in all address fields on contracts, even if they are blank. This looks ridiculous with hanging post codes, etc. Compressed address blocks are standard in word documents for over 20 years. You already do this successfully with the rental property address. Can this be done for the landlord and tenant addresses.

In the same way that you can 'Print Rent Book' for tenants a similar report for landlords would be useful.

Whilst I appreciate you can export the information to Excel (looks like I made it up myself, and includes columns which I don't need), and the PDF - which looks crap (which is being kind!) - it doesn't do the job of a simple account summary.

It was something that we used to be able to do on Classic and I miss it!

You can only see a property if there is an active tenancy. Landlords should be able to log into their dashboard and see properties whether there are let or not let. If the property is not let, you cannot see upcoming tenancies or maintenance jobs! Please resolve.

I just came across a tenancy for which I would like to save a comment/note in the tenancy that will show up on the tenancy report I use for upcoming renewals (in this case the tenant always comes in in person and signs by hand; in other cases we might wanna add that rent should be increased/decreased, we don’t want to offer a renewal etc). I use the “tenancies no end date reports” for renewals and it would be a very useful function to add.

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

It would be helpful to put in a function which enables you to automatically chase contractor maintenance jobs after 'x' amounts of days

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

Ability to run an report to show annual sales showing all offices and and income type etc. Similar to the Invoiced Sales Live report but with more options/filters

When you go to link payments and a tenancy has been closed, the closed tenancy records continue to show. When you have multiple renewals of tenancies this creates quite a number of entries - risking reconciling to the wrong account. Please can 'Closed' tenancies be removed.

Currently, our AST has the Head Tenant in one table followed by the "Non-Head Tenants" in the table below. This works great when there are two or more tenants, but when there is only a head tenant, the document generates with the empty tags for the "[[NonHeadTenant]]" tags showing on the document, so it looks very unprofessional. Please add an if statement, or another way to hide this.
Thanks

As requested by a user - to have the ability to create applicant landlords which can be contacted through the system but not be converted to landlord status until an official landlord.

Ability to have more than one signature, Arla advise that it is good practice for the tenants to sign each page of the tenancy agreement which we can do direct through Docusign or Signable but the AgentOS integration will not allow more than one signature.

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.

It would be useful if we could generate a report that shows a monthly breakdown of the number of appraisals booked/carried out and the number of new instructions. At the moment you can only generate a report that gives you the total number

During our ring out when we've clicked on notes to see what has been discussed before, applicant notes only shows the last note. Its only when you click a new start date i.e. month before, it shows everything. Can it be built for sales that all notes show as default 3months instead of just a day or 2.

It would be great if we can move things around on the screen.

For instance the new home screen, was fine before and I'd like to move it back to as close as it was then. I don't like the Agent Watch stuff being on there if we aren't using it.

Similarly (and this has been a gripe for a long time). We don't use Van Mildart so would be great to move/remove this box from each tenants page. Its annoying and not necessary most of the time. This also goes the same for landlords.

It would be useful to be able to include more than just pdfs, e.g. I'd like to include photos submitted via Fixflo and other image files

When you search a contractor and you look at the account - you can add the property column. This does not pull through the property when its a maintenance deduction.

Currently if you renew a tenancy, a progression checklist will be created for the old tenancy and also for the new tenancy, however the checklist on the new tenancy that is generated is not relevant to the renewal, it just generates because letmc sees the tenancy as a new tenancy.

Also it would be helpful if we had the ability to add a note onto the checklist without having to complete the task. If we have several notes to add, it can become time consuming to complete the task and then incomplete the tasks just so that it shows still outstanding.

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.

It would be nice if you could set all let onlys to demand the 1st months rent (to cover the lettings fees) rather than having to set up an advance rent as this demands from the LL stright away whether the tenancy has been signed, started or not.

Would it be possible to add a delete all button for images, or a multi select option?

Also for ordering photos can a thumbnail drag and drop system be implemented, rather than relying on remembering the image number, where you can shuffle all images in one go and click save, saves loads of time. Or have them upload in the order selected from the folder

I dont want to advertise certain properties onto platforms but i want to submit it into our agentos system.

Applicant ring out found a major flaw in the system. The record card doesnt show anywhere whether an applicant has offered on a property or is actually buying a property. 2x applicants in our call out are buying through us and niether card showed their viewings (although on the appointment they were tagged in), didnt show their offers (even though they were tagged) or CRM'd as buying a property. Conversations didnt go well when were asked "did we know what we are doing?". if there is a way please show me but none of us here can work out how it can be shown, unless we put a note somewhere in their card and then when calling check everywhere within their card to check for a note.

We are having a problem with trying to generate one document which has multiple standing order forms on.

On the old system, we could generate one document which had all tenancy documents enclosed and it would include standing order forms for each tenant.

On the new system it looks like we need to go into each tenant account and select 'Print Agreement' keeping 'DD/STO Form' ticked to generate the STO form per tenant.

Are we missing a way to print all STO agreements together?

The 'Deposit Notes' section is only available when a tenancy is signed. However it would be useful to make notes in this section while let agreed. For example, certain things might be discussed that might be useful to place in the notes. It's also very useful to make notes when dealing with 'new' tenancies when swapping tenants as there's often extensive correspondence during this process that needs to be logged clearly.

When you input the measurements of a room, floor area or plot size, agent OS automatically rounds the figure up or down to the nearest meter. Can the measurements stay exactly as they are entered rather than changing them?