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

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.

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

Hi Glyn, I know better searching has been mentioned before, but I'm increasingly finding it harder to locate a specific property, as the search results only give the address, please see attached search result from Expert Agent, it provides a front picture, advertised rent amount, landlord name etc.
I'm finding im wasting so much time selecting the wrong property, this morning we had a feed error, all i had to go by was the first line of the address and the rent amount, we have 12 flats in that building, and it took me 6+ wrong selections to find the culprit. Can we try to add some more information on search results? and filter those results first by ADVERTISED, sales properties always seem to way down the search results too behind 10+ expired tenancies. A ranking/relevance system would be great. On the market first whether sales or lettings, the latest tenancy, with a picture for a visual clue and landlord name and price like EA would be great.
a bit of a ramble but hopefully you get my point. Also search by mobile no... I know its been requested before but this would be very valuable to us.
Many thanks

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

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.

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.

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'.

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

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

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.

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.

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

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!

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

prevents contractors missing jobs

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

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.

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.

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

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.

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).

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

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

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).

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

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.

This would be great to have, so that we are able to see from the in tray that we have emailed back or forwarded the initial email. Thanks

Please replace the terminology of certificate 'overdue' to certificate 'due at' or something of the like. The current format suggests that certificates are overdue by a number of days when the figure actually indicates how long until the certificate is due.

Different diary entries require different amount of times so by having the correct amount of time automatically pulled in for each diary entry would be helpful.

Would be good to be able to chase Mainatenace jobs by status and then bulk email or sms them.

When we raise a maintenance job on a block, the details of the properties linked to that block do not pull through to the job sheet.
Nor does the Security Info which is where we detail keysafe info.

Can this happen please? SO we dont't have to duplicate jobs on all linked properties just so the contractor has access info?

Can you enable a function where multiple photographs can be deleted at the same time rather than having to do them one by one?

Could you add Park Home as a property type or enable Property Types as an object type please?

It would be beneficial for AgentOS to add a landlord filter under the certificates section, so that we know which landlord owns each property when we export the expired certificated to excel.

We used to only be able to allocated monies when a applicant was turned into a tenant by adding them to a tenancy. Now you can allocate the monies to the applicant, but when they are turned into a tenant the monies do not move with them. Please can you look into this as very annoying having to look at an applicant record and move monies around. We also loose the audit trail on the person so have to look at two records to find the information. Thanks

When adding an invoice, and there are float monies (invariably for one specific invoice) rather than assume it is to come from the float, build in to ask if the invoice is to be paid from the float. This would stop time having to remove already added invoices to allow the one needed to be paid by the float to on first.

It has been requested to view a report that would allow you to see rent arrears historically (ideally date specific). Using the Rent Chase report doesn't work on this occasion as it will only generate results for tenants who are owing rent currently.

Ability to add .docx files as templates for extension proposals to send out for signing, the same as Tenancy Agreements.
Ability to download/edit/upload the templates with merge fields to pull through extensions lengths, old and new rental amounts etc.

too many times we make changes and then we have to wait for tables to update. Being told by support to wait overnight is ridiculous. We cannot afford to have to wait overnight for updates of simple changes like ending tenancies.

Being able to search within emails would be incredibly useful - both from within looking at a landlords notes, and from someones inbox.
Being able to search within attachments would also be incredibly useful (eg tenants sending us letters via word doc or pdf).

At present the checklists cannot be re-ordered without re-building them, we need flexibility on this to add or remove items from the list without having to re-build each time. Each time we need to make a change this needs to be completed across all service levels. A numbering system could work?

It would be useful if when need to contact a landlord, and there is more than one, that we can send it to all