Gets rid of the ones you don't want and customise your changes.

Not having to create multiple appointments for the same event

Please could look at reconciling contractor payments into a single transaction when a landlord invoice/statement is run. Currently, we are seeing multiple transactions for the same maintenance deduction even though the whole amount is there. I understand the need to have these transactions separated in the backend but if/when a new landlord invoice/statement is created it would be a lot nicer to have all the transactions combined into a single line in the invoice. We are currently having to manually edit each statement to tidy things up as we have a lot of international landlords and struggle with the language barrier and think they are being charged multiple times for the same job. Hope this makes sense. Let me know if you need any further clarification.

Hello
We would like to have a column called Include in Invoice / Letter Print added to maintenance jobs if possible so that we can see the yes or no for Include for Invoice Print.
Kind Regards
Jennie

Hello, Not sure if this can be done or not, but is it possible to archive all tenancies 2014 to 2019 for all properties on Agent OS all one go instead of individually and the same for all maintenance jobs 2014 to 2020 can they be archived all at once instead of individually ?? I know this is probably something that can't be done but just wanted to ask any way :-)

We have a monthly payment for cleaning that needs to be charged to the landlord and the contractor to be paid. Each month I need to add a maintenance job when this could be applied to one existing maintenance. This also applies to Block charges.

Can this reflect the number of unprocessed leads please? Current we have 3 and the count shows 101. Thanks

From Glyn: I have checked and the count is only counting uncoverted leads. The IT guys fixed this a while ago, sorry for not letting you know sooner.

When the expiry date is entered under the contractor tab this generates a reminder 7 days before it is due into the main intray

Right now it shows an error but then bombs out. it should surely take us to the page that has outstanding items.

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.

When adding certificates please ask for the responsible party (landlord, agent etc), at that point rather than having to go in and change it after adding.
On the below screen -

We are having some emails that get through spam filters but come in everyday... would be great to be able to mark some emails as spam so they don't come through

Having to remember to include the second person.

I would like to see tenant contact info added in a column in the report generated from:
Maintenance> certificates > export to excel

With ensure the full details are recorded on the system. Will prevent having to abbreviate so much and new users not understanding the details.

API connection with The DPS

Please would it be possible for the Security Audit report to detail when changes have been made to 'Service types' in the settings screen?

Collection of improvements for the agentOS dashboard.

time in searching back in closed tenancies for the same tenants

A print/post/store facility under key set up so we can have up to date pictures of property keys please.

A closed report for the month on active maintenance jobs at the start of the month, then jobs reported, jobs closed and active jobs at the end of that month. This would require tracking dates for custom maintenance filters too, for example, the date that a job moved from "actioned" to "completed awaiting invoice" (Which is a stage we use when we know the job is done but we have not had the invoice yet)
The current maintenance export is very large and doesn't quite allow you to get to the basics of overall productivity in the month, so where you started and ended, due to the fact that you do not know when a job moved into a "custom phase".

Please add an 'offers over' option, currently there is only 'offers in excess of'. All other properties on Rightmove are listed as 'offers over' but your platform does not allow this option.

A couple of fields would be useful in the Manage Inspections grid:
• Tenancy Start Date (to help with planning)
• Service Type (currently we can choose all or nothing in the main filter but can't filter within the grid; often we're working with all 'Managed' service types and need to filter to that, rather than the individual types)

Instructions for re-advertising a property once a let agreed tenancy falls through.
You have to clear through the progression checklist (even though you won’t be able to answer them properly) and you’ll need to upload blank documents in place of ID. You then need to email agentOS support to abandon the tenancy and you’ll need to set up a new tenancy and advertise on that.
This is a real problem area with the software a simple mistake can mean. The data stays incorrect with no way to fix it which means the history is wrong.
Surely this can be made easier.

It would be good to include property managed by on the advertised properties list.

Please can you make it so that when you add vendors and buyers, the screen is like when adding lettings applicants and address on the same screen, rather than having to go into contacts and editing through there.

Everytime I log onto the maintenance jobs, I have to amend the columns I can view to fit what I need to see, but this cannot be saved - it would be really useful to be able to make the adjustments to view the columns I personally need and then be able to save it to avoid having to do it each time.
Thank you

I have just found out that there is no where you can go to, to report on contractors dates for example when their gas safe certificate runs out, their public liability insurance, Electric certifications, this is very important as we have no idea when these things run out?

For instance, Rent Chase report, allow to update status from within that report rather than having to click the tenant, click edit, click rent chase, click drop down account status, choose status, click save, go back to rent chase report.
ie rather than say 2 clicks to update, we now have to do 7 clicks, each of these clicks adds to the time and over the day we spend a huge amount of time wasting in clicking and waiting for the system to action.
Also it would be great to add a bulk edit function.

Would be very useful to have maintenance preference for a landlord that would show on all their properties. This would prevent having to set up the same preference on 50 properties for the same landlord with a specific spend limit or preferred contractor.

If we are chasing jobs for specific contractors it would be great if we could add a bulk note to all the open jobs for said contractor. EG, Sent email to contractor for update.

Some applicants are happy to be matched to furnished and unfurnished properties. At the moment there is only functionality to match to one or the other, so applicants are missing out on many properties because of that specific criteria.
Functionality to allow both to be matched would be great.

The "Current GDPR Consent" section on a Landlord's profile does not provide an option to remove consent once added. The "Update Consent" button shows a list of options available however there is no option to remove consent.

for KPI's and figures etc.....can the system be updated so that we can revise a declined offer. Currently we have to make a new offer if we had previously declined it. This would show on headoffice as a new offer not a revised offer and would alter stats etc

Currently not possible to print lists when anonymising old tenants

When we have a Tenancy with two landlords on separate lan codes they are both brought into the tenancy agreement, however they are not brought into the Landlord Instruction T & Cs and AOS produces one instruction for each Landlord.
Please can I request a merge code be created to bring in multiple landlords to the T & Cs please

Guarantor details to show on contact in the infographics page

Would be good to have this added so that any preferences such as extended warranties etc could be added to the preference on the house, would be super useful

When adding properties to a viewing appointment, if applicants give us the inst numbers for houses they want to view, the inst numbers do not work in the 'add property' box. We have streets with multiple houses so can't guess which property they want to view. We then have to search the inst number in the search bar to find the house number, then go back into the appointment to add the address

The workaround you guys give doesnt work it doesnt account properly and is prone to losing it in the system.
Need to address this as it happens a lot.

It would be really good if you could send an invoice out to Landlords for supplier pending payments, to enable them to put you in funds but know why.
At the moment SPP only appear at the bottom of a statement if there are transactions on the main account but are not even included in the closing balance of the invoice. It is very confusing for Landlords.

The Rent Chase report is now picking up dates from when tenancies are signed in instead of the dates of the Tenancies. We always sign in after tenants have moved in, in case of issues but it is now affecting our 7/14/21 day letters which have to be issued for insurance purposes with the correct dates/no. of days overdue.

Sometimes, we reply to emails or enquiries in our inbox and the email may not have been completed (or even need to be completed yet).
It would be great if an email either automatically marked itself as "Replied To", or if we had the abilitiy to manually mark the email as "Replied To", so that other members of staff know that the email has been dealt with.

|The ability to copy an email address or telephone number from the home page of the tenancy screen without it opening the next screen

The rent schedule can currently only be deleted and a new entry created. It would be helpful to be able to amend the existing rent schedule entry for the date/ amount rather than having to delete.

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.

We need to monitor how many rent chasers are sent each month and the time it took for late rent to be paid. This data is required to monitor performance.

At the moment when setting weekly targets for maintenance jobs to action it is hard to keep track of what targets have been successfully hit has the status of jobs changes so often. IE at the start of the week Added Not Instructed may be on 17, at the end of the week we want to have actioned a minimum of 12 of these. At the end of the week if the number of Added not instructed is not 5 this may be untrue to the number of jobs that had been instructed. Can we have a changes to job status report like there is for changes to tenancies?

When Closing a tenancy it would be good if any credit balances held in the tenant's 'Holding Account' were automatically transferred to their Main account.
Like it does with any credit's in the 'Bond Held'.
This way tenant's will appear in the People in Credit list when preparing payments.