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

New iphone photos are using HEIC. Can we drop them into the photos in this format otherwise they always need converting.

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

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.

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.

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

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.

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.

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.

Currently not possible to print lists when anonymising old tenants

|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.

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 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.

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.

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

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.

We have tenants who are in house currently, but as soon as they book for the next year, AgentOS picks up the future information and drops it into their email header. This is confusing and time consuming as I have to then actually look the person up to see where they live now, which is the entire point of the header. Please limit this information to the current tenancy

The Lettings Progression screen currently shows all lets, even when there are no progression tasks to complete. Can this be updated to show only outstanding tasks in the 'To Do' column (note: sorting by this column does nothing).

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.

when choosing dashboard, the toggle doesnt change colour to indicate if highlighted, should be green and red or full colour and faded

Please can we have an under offer status, that shows the property online as being under offer rather than SSTC and then have an SSTC status to follow.

Enable the user to change when bills can be paid that are in the pending list. When circumstances dictate that a bill needs to paid sooner. it would be much easier to simplty change the order of payments due out rather than undo all previous transactions and then add them back on just to change the order of payments due out

It would help if we had a date on the filename so that we can see what they relate too.

It would be helpful for us to be able to choose which properties are sent to portals. For example, we have recently taken on a property where the Landlord had someone interested but didn't want to do it himself so put it in our hands but didn't want it marketed. There is no option for us to skip marketing when you mark an offer as agreed so the property was sent to all portals. There should be an option that we could just mark the property as 'not live'. It drives me mad every time :)

This would stop us having to put the necessary certificates on each property / room in that block. For some reason I think I was told this happened but when trying to sign a tenancy the system is not allowing me to, as a gas safety is not on that property - although it is lodged on the block. Without this feature the block function is not that great!!

Slow deleting per photo.

It would be good if we could create an instruction all ready to go but could say that we only what it to go from new instruction to advertised instruction on a specific date. eg. 1st November. This would mean not duplicating work going back in to press advertise on an instruction.

Can we please make this a feature which allows mass sending/bulk sending of the sas report as it will make things much easier to process.

Even apply a automatic one off charge

When we book a viewing you cant see any of the viewing notes i.e. if someone is only available at certain times / days, only wants proceedable viewers, contact Mrs first etc - these are really important and are all in the Viewing notes section already for the property but would be good to see when booking appointments

Differentiating garages from houses on a sale listing under Composition 2. Currently no option.

We have numerous requests for 'missing' invoices, but we can't automatically re-send them through the system. We have to download, attach and send somewhere else (we have the portal and encourage people to use it but uptake is sadly low!).
All it would take is a little click on the 'Actions' on each invoice - 'Re-send invoice' and then it autogenerates an email to post bag.
Thank you in advance!

When we do our inspections and complete them on touch right we want it to automatically send a link/message to our landlords which are in our database on agent os that its ready to view so can just click the pdf file and view it without us having to send them manually.

Zoho CRM can accept webhooks whenever something happens on AgentOS. We would like to have the ability to send data from AgentOS to ZohoCRM when (for example) a tenancy is "Advertised", "Let Agreed", "Signed". When a tenant account falls into arrears, when a certificate is becoming due, etc.
Sidenote: Zoho Flow is very similar to Zapier, we would be very happy if you make an integration with Zoho Flow as well. Zoho has a signing platform, bookings platform, etc, that could all be very useful to integrate to.

It would be really helpful if AgentOS had a page where we could paste webhook urls to have data fired to them when changes happen on AgentOS
Changes like:
Tenant falls into arrears
Tenant clears arrears
Payment received from tenant
Appointment booked at property
Tenancy is signed on AgentOS
Tenancy converts to Periodic on AgentOS
Tenancy is Advertised
Tenancy is Let Agreed
Job sheet is added
Job sheet is closed
etc.
This would allow us to build our own links to other applications using Zapier, Zoho Flow, or our own custom code.
Thanks

Waste so much time on this.

Need to be able to send to an email with a + in it but the system refuses.

Need consistency through the system and clarity for users

This may just be specific to us, but am going to leave it anyway.
We outsource inspections to an inventory clerk. It would be great to be able to upload to the Interim Inspection section on the tenancy, so that they kept in a specific place rather than the general Print/Post/Store.

I have 100s of documents in my download folder now as I have to download them every time, adding a quick preview will allow less downloads and quicker working.

We are having to forward emails manually off the system so we can deal with them, would be good to be able to move them offsite to our real ticketing system rather than have a person doing it.

Most websites allow you to hit enter when in a form element, or when the submit button has focus. This allows for much faster data entry - at the moment for example I am updating over a hundred tenancy special conditions. I have to take my hands off the keyboard, and use the mouse, then find the ADD button.
This is actually part of the W3C accessibility standards - https://www.w3.org/WAI/perspective-videos/keyboard/ - and would be immensely useful if very basic changes such as this were looked at.

It would be great to have a reminder system (with prompts eg after three days there has been no further activity etc)
with regards to outstanding maintenance jobs rather than have to go in to the software and manually check and so on

When running a report to see who has funds on accounts to charge if a let has fallen through - its impossible to find who was on the tenancy and you cant search the property as tenant is retired. We have had 40 tenancies where we were entitled to take the holding deposit but its so hard to find the person.

One of my diary appointments was set to a random start date - not sure how this happened. It backdated it to 1753! It would be useful if the system picked up nonsensical start dates, the tenants were duly notified of this random appointment date. I entered the start date from the diary page and double clicking.

When creating an appointment in the future, it would be really good if the system would automatically changed the end date to the same date as the future start date as you tab into it. Asit stands now, if you neglect to change the end date, it remains in the past then displays an error message telling you start date can't be later then end date and it clears the assigned to field, which means you have to re-enter that as well.

without this we end up as an IT department for staff and users.