There appears no way of changing the status of items in the suspense account so it is not easy to be able to tell what is outstanding and what has been resolved? Could this be looking into

Please can you allow the system to have more than two landlords against one property. I have many company lets and all the company directors want to be added to all emails and we can only have two landlords at the moment.

Stops landlords complaining people are being left off emails including statement

When adding a new schedule if one already exists (for a rent increase say) When you put a new start date in it should auto the end date of the old one to the day before.

Otherwise you have to delete it andf reenter as you cant even edit it.

Being able to add a permitted occupier to the tenancy and the occupier being automatically copied into emails when you select email a tenancy

Have the ability to see if a maintenance deduction has already been made through a maintenance order when you click into the job to stop double payments being made.

Have a setting where we enter the address (or addresses) that we would like to be automatically added as BCC to all emails, letters, etc. sent via AgentOS.

take too long to pull off loads of reports - should be a all branches button.

Can you set the system so that automatic notifications for applicants is not ticked. Thanks in advance, Gary Preston

Ability to create workflows and processes outside of the service types for things like: Adding suppliers, new instruction, move in, move out, tenancy renewals, Handing back properties - stuff that happens outside of the service types.

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.

Too few characters available to type details description of job. I know you can attach the contractors bill but we do all our maintenance in house and our landlords want all the information on their monthly statement

Can there be a way where we can input what the cap is on our contractor commission so that we don't overcharge on big invoices. Currently we have to keep a log of all big payments over the cap and then refund contractors any overpayment.

If the system could stop the overpayment this would save us having to constantly refund on bigger jobs, it would help contractors because the often get confused with being over charged and then having refunds made to them so having to explain this to them also takes more time.

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)

Ability to have a full overview on our business. ie. Average fees, avergae rent, no of lets, turnover etc etc - all in one place

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

Released 29th Nov 2023

When closing a tenancy, if there are no bank details for the tenant could this flag up a message.
This is so if staff forget to check bank details for the deposit this will prompt them to get details from the tenant, quite often staff will assume the deposit has been paid to the tenant after closing the tenancy when it hasn't due to no bank details.

The system only allows us to create a recurring payment, so the service charge will leave our account whether the rent has been received or not. The only other solution is manually adding in the contractor payment every month. A recurring contractor payment that will only go out once rent has been received and paid over.

One of our properties we had fed over to OS exchanged this week and completed yesterday, so we marked it sold on the system. However the fee charged hadnt merged and I went to add it, BUT we couldnt EDIT was 'greyed' out so it appears once market sold we cant change anything.....can this be changed incase of fee renegotiation etc

From what I can see of the Tenant List, it's easily the most useful report for us when generating lists of tenants with regards to the fields and information that it includes within the report.

However, the one BIG issue with this list is that you can't just export ALL tenants. You have to perfectly match the Tenant Type and Contact Type before generating the list. This is proving a big issue for us because if you, for example, have tenants that are filling in the application form wrong by using incorrect Tenant Types (i.e. Employed, Student, etc) or have different Contacts (i.e. Guarantor, Next of Kin, etc), then not all the tenants that should be showing up in the report results are showing up on the list.

While I can see the use for needing to filter down the tenant and contact types, I really feel this list would benefit from having the option to Show All for both Tenant Type and Contact Type to ensure that we can see All Tenants if we need to.

We can always apply manual Sort filters in the exported report in Excel.

We have been scoping out a redesign of the infographic’s page for vendors, buyers, landlords and tenants page.

Welcome comments and votes

Add the ability to set an annual /monthly cost per landlord for the Non-Resident Annual Return if the landlord is set as NRL. This could be global or per service type, however, I think it is best to charge on a "Per landlord" basis, therefore, Global makes the most sense to me.

Have the ability to add a status to vacant properties so we dont keep investigating them.

Ie Lost to competitor, LL moving back in. etc etc

I have a few landlords that have over 100 properties. I need a landlord porfolio report that shows only that specific landlords rent arrears. Or just add the landlord to the existing rent arrears report so it can be played with. ASt the moment it onlys shows the tenants details which isnt enough.

Ability to search /filter contractors by type so that when you are looking for an electrician, plumber etc it brings all the contractors in that type up. At the moment you have to remember the specific name, company name etc of the contractor in order to brig up their details

When we found a way to show applicants to call with properties to sell that had houses on/not on market, we couldnt find a way to put a filter in to show their location be it Postcode or address, so time is wasted clicking in and out of record cards looking for the information. If a filter could be added to show where the applicants were selling this would be easier for ring outs / prospecting

There does not seem to be a report at the moment for target exchange dates so that we can see the predicted exchanges / £. Until a report can be set up we have seen a way of using the proposed completion as a target exchange and actual completion as the target completion temporarily.

Not ideal and will be confusing if not created sooner rather than later

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.

When we advertise a sales property I would like to have certain information about us and our services appearing at the end of every advert. It would be good if we were able to programme set information to appear in the description box so that we don't have to add it every time

Ability to complete the details box when adding notes manually so you can add a title to what the note is about for ease when reviewing.

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.

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.