It's easy to assign messages to people who are away, especially if they're in a different office or working from home, which means assigned messages might not be dealt with promptly. Currently we have to check the diary which might not be done every time when dealing with a large volume of messages. It would be useful for a warning to pop up if the assignee's Out of Office is on, so we can decide if it's still appropriate to assign the message to that person.

When paying people in credit, they system always has a fit and will not complete the transaction if I am trying to pay out more than 20k. Every month when paying rents, I have to do about 5 different payment runs in order to pay all landlords rather than just hitting the button once.
Sometimes the payment does go through but the please wait.. screen stays there and no zip file is created automatically.

Hello
It would make sence to also be able to add the tenants number and also as we add the Email address in the Add Tenant from Tenant Screen - the button to email letters should be next to it?
It would BE AMAZING to also add just the guarentors email address on the quick add to to enable us to immeadiatly email the guarentor
Cheers
Kelly

Auto Charges presently don't display the date they will be first applied when it comes to 'Add Date Specific Charges'. The only available trigger date that becomes visible is after the a charge has applied.
This makes it difficult to determine if an error has been made during it's set up. By adding a date of 'apply when' this allows everyone to clearly see that their auto charge is set up correctly.

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.

Please can you make it so the Rent Demand Address transferred to the Invoices instead of the property Address. We have a number of tenants who have to have their invoices go to a different address to the property (parking licences, grazing land etc) but when creating an invoice it put the property address despite having a rent demand address in the contacts.

Currently, when a Lead comes through you are able to convert that into a Buyer or Applicant. If converted to a buyer, would it be possible to generate a Sales Enquiry out of this as well as the properties are referenced in the Leads from Rightmove

We are currently having to put room listings under flats, which causes a lot of time wasting enquiries and confusion.

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.

can we have warning when applicant looks similar.

Another mobile issue - (I know - agentOS isn't responsive and likely won't be).
I use (on advice of AgentOS support) "Desktop Mode" when using a mobiile phone. This makes the screen elements quite small, but allows the non-responsive system to work to the point where I can at least see vital information out on the ground.
When logging in, the "Sign in as another account" is directly below the "Login" button. Around 90% of the time, when my thumb hits the login button, it's hitting the login as another account. This is a real pain, and makes me have to zoom in to make the page elements larger.
Can the "login as another user" be separated by a larger gap from the login screen.

On the old LetMC Classic you could download a clean PDF with the information on NRL Transactions for each quarter listed.
On the new system you can only download an excel spreadsheet and it doesn't give a title header. Those reports are useful for our HMRC hard folder. Please can you work out a way to get that old report back and not a rubbish PDF screenshot! I can send you the old report if necessary.

Uploading certificates is unnecessarily time consuming.
You have to enter the property card, click on Certificates on the left, find the relevant certificate, click on it, edit the record and enter a new due date and new expiry date, save it, click on uploads and upload the certificate.
Can I suggest a new solution: On the screen where you can see the attachments in emails, have an action button, one of which is "Create new certificate upload". This could then present a dialog box with three items:
Property address
Certificate type
Effective until
By progressing you would have completed a long winded process and reduced the risk of error (in having to download the right document, etc).
For a bonus it would be useful if the PDF file or image file could be embedded in the page so you can zoom in and look for expiry dates and check they are valid, without having to download first.

Is there any chance that the 'branch chat' could create a pop up in the corner of your screen when someone puts a message on it? No one in our office has the Dashboard page open during the working day? lso, why when you complete an email does it revert back to the dashboard page, as opposed to the inbox?? thanks

Branch Chat - it would be easier for us to communicate with each other, if we know there is is something to communicate - saves a phone call or a walk up 3 flights of stairs.
Waste of time constantly reverting back to the dashboard page!

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

Some of the default values when adding certificates to the system aren't failsafe.
When we being on a new property in particular, we'll add entries for certificates that are needed and need chasing but haven't yet been received. Currently the following defaults are added:
• Responsibility: Agent. In practice Landlord would be better as the landlord might not yet have instructed us to complete, whereas Agent suggests they have, which can cause friction if we go ahead and instruct. LL responsibility would be better so chase letters are generated unless we explicitly have the instruction and change to Agent resp.
• Dates are set as if a certificate is done that day. Often that's not the case, even if a certificate has been received. If one hasn't at all, and we forget to remove the default values, we have a certificate logged as valid for a year when actually we don't. That's a very unsafe default.
We've had to deal with a few issues as a result of these default values not being changed, but it might be that this needs to be a company settings option as other agents' preferences may vary.

Please consider the following on Quick Add:
Tenant Mobile Number
Tenancy Management Fee %
Next Rent Due Date selector
Existing Tenant selector (so that if LL and T were integrated separately, they can be picked at quick add stage)

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.

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

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

it would enable us to set milestone reminders and tasks for the progression of a sale once a sale has been agreed. The sale progress page is too static and doesn't include enough milestones for leasehold properties

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

As the system is currently equipped not to sign off a tenancy without the GSC being uploaded and put on can this not be done the same for EPC's & electrical safeties
As the progression check list way is really rubbish!

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

Having a check box or similar to allow properties to not be uploaded to portals and websites, but that can still be matched. This allows for "off market" listings to still be processed as normal on the system, without being publicly available, especially since POA no longer allowed.

Currently when you enter a tenancy card you cannot see the detail of the tenancy in the header. I've attached a screenshot to show this. When you are moving between tenancies and have two active (eg student back to back tenancies) it can be hard to follow which is which).

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.

Develop an API with Experian for the Rental Exchange.
Would be really useful to develop an API with Experian to allows sharing of tenant payment history.
Process can start with credit check, then when tenancy progresses tenant can opt into the Rental Exchange to help build credit score.
Will allow agency to automatically report poor payers also.

We are finding the process of using the ‘offers’ section a bit clunky.
Currently we add all the details of the offer, then when an applicant gets ‘accepted’ (via Actions>Accept) their name and details we have entered get pulled through to the let agreed tenancy. We then have to delete this tenant and then re-add them from their online application.
It would be good if this was somehow streamlined so we don’t end up adding them twice. Perhaps if we had the ability to add an ‘offer’ from an online application so that the system then pulls through all the correct info to the let agreed tenancy?

I spend a lot of time going through the agent leads section to try and work out for example, which of a landlord's properties are flagged as not having active tenancies. More often than not, I'm finding that a tenancy has already been renewed or a new tenancy signed, making this review process mostly a waste of time. This is a shame because this type of functionality if more effectively implemented, could be a good time saver. It would be very helpful therefore if 1. This dashboard could be continually refreshed and/or 2. It could be made possible for a user to be able to home in on which property is being flagged

It is vital that each tenant knows their payment schedules. We deal with shared student houses, and each tenant will have their own schedule - either monthly or when their loans come in.

We currently use a cobbled together form that creates a custom standing order form for each tenant, that captures their own payment schedule. This creates duplication of data entry and the obvious problem of having this information in two places.

The easy fix would be to have a tag available that would show in documents relating to tenancies (so it can either be in a custom document, or in the AST) that allows pulling through the rent payment schedule for each tenant.
This would also need the generation of the tenancy agreement away from an individual tenant (eg from the actions button under tenancy). This is non obvious location anyway - we deal with joint tenancies so the tenancy generation should really be in a central location, ideally from the actions button for the tenancy.

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

If you are picking up work for a colleague you may not want to reassign the email totally but want to use their address to reply to keep continuity.

What has happened to the 'Pay People In Credit' option (please see attached) - the display is now so far apart from one entry to another that it now makes it very difficult and confusing when trying to tick/untick which payees you want to release. This is going to be especially confusing when you have a vast amount to be released at the begining and the end of every month and you have to go up and down numerous pages to tick which ones can be released as you can no longer see all 10 entries on the screen at once. It also makes it more time consuming and open to human error.
Is there anyway this can be changed back to how it was.

Solicitors move around from practice to practise and the system needs to be able to keep details of the current company they work for as well as any previous companies in order to retain the accurate history. At present, from what I can see, a solicitor can be linked to a business via contacts, but when they move somewhere else you have no choice but to overwrite their address (thereby erasing history) with the new business/address. I know you could create a new solicitor record for the solicitor, but that will cause huge confusion having 2 records for the same person. Please tell me I'm wrong! Otherwise, please allow us to create multiple contacts for a solicitor along with effective and ineffective dates so we can correctly identify the current practice they work at.

It would be quick and helpful if you could attach all certificates without going into each one individually. to documents to sign.

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.

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.

account not being closed down when changed to tenant , link and applicant staying open , money not being transferred when tenant created , invoice still not able to raise on applicant

We could do with a tenant portal whereby they could access all their documentation, ie agreeements, inventories, safety certicates & appliance manuals for the property.
This would solve the problem of attachment sizing to emails sent within OS and save us time resending out info because they have mislaid something.
It could also incorporate ability to report maintenance, ie fixflo link amongst other things.

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.

SF has 4 triggers and 5 actions. Mapping them to agentOS.
Triggers

1. SF new record = import into OS (lead, contact, buyers, applicants sections) new landlord, applicant, buyer or vendor record.

2. SF Update = send update to OS person record (add note update)

3. SF update field on record = Auto updates contacts fields and some custom fields in a person record.

4. Outbound message = copies email in persons notes in OS
   Actions

5. SF Create record = in OS, when a person record (buyer, vendor, applicant, tenant or landlord) is created it is then created in SF

6. Update Record = if email, telephone or address changed in OS then record updated in SF.
   A SF OS zapier connection will allow people records to be created from SF and to SF within OS.

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.

when you open an email in intray there is no visible sent time or date. So just had a landlord whose emails have not been getting to him and i had to send 2 screen shots which leads him to believe i am lying about when i sent it

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

You allow emailing a landlord and the tenancy but to save time it would be great to be able to merge a template to either or Contractor so we can standard the system and not have write fresh every time.

Glyn: The 3rd Aug 2023 software release included the abilty to send email templates from maintenance jobs.

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.

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.

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