This is a bug, and not just a software request.

When you convert an applicant, their default phone number goes to landline rather than mobile which means when you go to add the applicant as a guest and go to text confirmation of the appointment it says they can't as they don't have a mobile number.

It devalues the work of the IT team, as the process is something they created, and clearly it isn't meeting its need, which is to make things easier for users.

In addition, it would be great to filter sales and lettings leads on the applicant page.

From Glyn, this has been fixed and release 14.12.2023

Add a maintenance calendar with the number of maintenance next actions for each day (add option to filter by property manager). Option to click into the day and see what actions need to be done. This would help with planning for the week and aid our workload.

Would be great if there was an API to Vouch as we are having to double entry all tenants and guarantor's info at the moment.

We can fix mistakes in listings and appear more proactive to clients

it means the team have to go off agentos to send most maintenance emails and instructions as the current upload a link is far too long winded.

can we have warning when applicant looks similar.

Can we please be able to include a property address in the Diary Appointments report when the appointment has been linked to the property?

A tag for the guarantor's details (name, contact number + email address) for a document to be generated via the tenancy.
This will reduce manual data entry and time when inputting 8 different guarantor's details during the student season.

Email signature footer to appear under the reply and not the whole email thread

I am neither able to use the search bar, or buyer search bar to find a buyer based on email address. I have been instructed via ticket (12796) to do this via a report which is time consuming and impractical for me to do so. Can this be a search parameter added to the query code used by the search bar and/or buyer function please.
Thanks

It would make obtaining quotes/instructing contractors much easier/quicker if the photos attached to jobs showing the issue were sent along with the job sheet instead of having to download these and reupload to the emails

At present we are only able to chase guarantors by post via the bulk chasing. It would be really helpful if we could email and also text them, the same as we can for tenants.

The user experience for signing up for new accounts seems to be a bit over the place. Our landlord users are likely to get confused.
They need to visit a letmc hosted page, set up a password using their unique reference, and after filling in a confusing form (which exhibit some strange behaviour by appearing to fail but actually asking for two more security questions, one of which has a pre-filled answer to a previous security question), then redirects to the GDPR form.
A much neater solution - if we are setting up landlords to use the new landlord portal - is to pass in an additional GET request to the [ResetPasswordURL] link, such as "&redirect=landlordportal". Rather than redirect the user to the AgentOS GDPR page, it could then do a meta redirect to the landlords page, eg "https://dashboard.agentwebsite.com/landlordportal".
This means for a user it is seamless - they click to reset their password, they enter it, and then are redirected to the landlord portal rather than land on the GDPR page and remember the signup email mentioned having to go back to the email and click on another link.
This should improve the user experience of signing up, and remove some of the confusion following the sign up email will give them.

Texts for applicants to appear in their notes (i.e. viewing confirmation text). Otherwise you have no visibility of whether it has been sent

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

When completing a tenant swap and starting a new tenancy, agentOS will not let you close the previous tenancy until you have booked in all of the tenant keys and then re-booked them out.
This is frustrating when 4/5 tenants are still the same.

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

Wasted button clicks getting back to the inbox when you are working through emails.

Currently, the diary allows you to drag an appointment into someone else's diary, however when you refresh the page, it has gone back into the original persons diary!! This should work just like any other diary!!

Ability to add an applicant from the quick add appointment

This would be an easier way to check if any Signings have been missed where tenants have paid (rather than Debtors&Creditors > filter by tenancy stage)

Please can you add a feature that will add a note to a property when it is first added onto AgentOS that has a time and date stamp saying who created it.
EG "64 Zoo Lane created at 11:00 on 10/5/22 by Joe Bloggs"

It would be helpful if we could send email templates for property blocks

Using Zapier services https://zapier.com/apps/categories/notifications develop desktop notifications for events and automation in agentOS and with Zapier to pop up on desktop

To have triggers for automatic rent chase
Events/Trigger

1. Rent became due date
   Information needed

2. tenant details

3. tenancy details & service type

4. tenancy status & days since last active status

5. Tenant balance

6. Tenant last rent chase date

7. Chase status

8. Debt days
   Push back

9. Ability to push back to person note

When a maintenance job is requested by the "Request a repair" form, it would be helpful to have auto communications when the request is accepted or declined

I believe this has been requested before, but, the ability to change the status of maintenance jobs or to archive/close in bulk would be a massive time saver, instead of having to do them all individually.

There should be a dedicated tenancy report for Right to Rent which pulls through the fields that you input against the tenant. Otherwise you have no oversight.

Can we please get an OUTSTANDING template designed for a weekly property list? The property list template at present is AWFUL !

People send us diary invites. We then have to copy out all the details and add them to our calendar. It would make sense that we could email these to our letmc account and have a means of importing the attachment, or for letmc to recognise the attachment as an ICS file and automatically apply it to the diary.

Please can the system tell us when these are due so that we get a reminder to chase? Thanks

When something happens - applicant created, they get a welcome text and a link to available properties. When a landlord created, they get a welcome email and link to FAQs. When property goes from available to let agreed, landlord gets text informing them tenant moving in and when, tenant gets a text informing them of next steps. More automation using text or email functions.

This is mostly for finding LLs with zero balances that need to be sent an invoice for their management fees to be able to be drawn down - it would be great to access these on the day that the fees are applied.

Saving time to correcting the description instead of expire/stopping one auto transfer and create a new auto transfer.

Hi, can we suggest that if the inspection date is not met that the system flags this up and overdue as opposed to move onto the next scheduled date

Request for instruction added date column on report. Instruction lost date. The report does not allow me to track monthly PKI's otherwise.

Please could a 'Creation Date' filter be added to the filters in the Landlords CRM download? This will allow us to see all the landlords that have been added each month and will help us to keep our mailing lists up to date more easily.

If an agent changes fees across the board, then they need to be able to review the amounts and fee types that are being copied from one tenancy to the next. At the moment there's no central list of this to refer to (and to make sure no fees have been missed).

Why not have an upload tab on the sidebar of each tenant to in put Right to Rent information. Such as a safe place to store the share code report?
You could also input the dates at this juncture, and have a system generate a report of all Right to Rent reminder dates.....I think that this has probably been requested before but I think this is really important!

Can there please be a "Email the owners" option in an action from the Property Screen? Very similar to the "Email a Tenancy" sending emails to all TTs

Could really do with some templates suitable for sales and lettings please. I paid £25 to the documentation team for them to make a template and it took ages for them to make. It's not very good and looks awful. Other software systems had a batch of templates that are set up and all you have to do is have your logo, address etc added. Please, please please can we have some?

"Automatic application of 3% interest above base rate for late rent (in compliance with Tenant Fees Act 2019). So 14 days after rent remains unpaid, the system should automatically apply daily interest (starting from day 1) for each day that the rent remains unpaid.

There should be an option as to whether the interest should be paid to the landlord (minus the usual management fee) or whether it should be retained by the agent in full to cover the cost of chasing and accounting for late rent."

Please would it be possible to add the 'Payment Status' column to the Un-invoiced Sales report?
We have a process of paying certain customers of 10th, 20th or 30th, and use Payment statuses to monitor them.
Having the extra column in the Un-Invoiced Sales report will allow us to check for any customers with a £0 balance but still need a statement generated on the relevant date.

In addition to management fees, we need to be able to charge a landlord a percentage of rent collected each month for their Letting Fee or Renewal Fee. Date Specific fees don't take into account reduced or late rents. 'Percentage of rent due in recurrence period' also doesn't give the client the flexibility that is needed.

At present when we renew a tenancy the documents we store on a tenant does not carry forward (passport etc). This means we have to add it manually each time.

Old school letmc allowed us to notify a house full of tenants with one click to select all the tenants to notify, then send out the message. Now we have to click in the box, pick the tenant and the method (email/sms) and then repeat for all tenants. a 10 bed becomes 20 clicks, and it's easy to miss one tenant.
Can a "select all" be brought back for this.
Also: This isn't mobile friendly - I've banged the "it's not responsive" drum a few times about how agentOS simply isn't fit for purpose on smaller devices, including mobile, and yes you can work round it, but it's worth the tech team replicating this - try and notify tenants of a viewing from a mobile phone when using the "show as desktop site" mode. It's virtually unusable, and not an unreasonable request to be able to do this while out of the office where you don't have a desktop or laptop with a decently large and high resolution display.

No facility to email from Post bag. When it comes to Section 21's for example; we have around 500 to send. To physically have to download all of them and then upload just so we can add additional info is very time consuming. There is no reason why legally section 21's cannot be sent via email. The letters produce their term time address and most students have also moved out hence why we don't want to post them and to be sustainable. Also, posting to student's term time address just ends up in a pile with junkmail in their hallway so more likely never to be read and we can't provide evidence either that we send the letters unless each letter is sent via special delivery which would be very expensive.

Apparently Goodlord.co has a simple API that AgentOS can connect to. Many AgentOS clients use Goodlord and many other lettings systems link to Goodlord. Please connect AgentOS to Goodlord to reduce as much duplication as possible.

My recommendation would be for the following to be automated:
- Property details sent to Goodlord from AgentOS (address, current owner/s details, property certificates)
- Advertised Tenancy Information sent from AgentOS to Goodlord (asking price, available date, acceptable tenant types, bond amount, bond scheme, etc.)
- Tenant information (and documents) and final tenancy information received back from Goodlord once tenancy is completed using the goodlord system and saved to the correct places on AgentOS
- Signed Documents received back from Goodlord (AST, How to Rent Guide, Certificates) and saved to AgentOS against the Tenancy.

This would save a lot of time and reduce so much double entry and remove human error.

Collection of requests relating to improvements with key management.

Allow for the Prescribed Information to be generated correctly within AOS by incorporating merge fields for the post tenancy address and any relevant persons.