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

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).

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

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

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.

Reports to identify missing/EPCs/Floorplans/uncategorised photos from sales properties. (Some of these requirements are legal requirements.)

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

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 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 :)

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.

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!!

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.

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!

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.

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.

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 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

Further to my conversation today with Holly in the support team, I explained the issues we are having with the interim inspection reports and have been asked to send an email over with requests.
Once the interim inspection report has been completed, under Actions, there is only the option to send to Postbag. We do not post anything these days so would prefer to email the report which I know you can do with the Landlord from the postbag but we have our own email template (editable as required) for both Tenant and Landlord so ideally would like just the Report as a pdf that we can attach.
If possible – under actions – could there not be an option to generate just the actual interim inspection report as a pdf that we can save to our computers and then attach to the email templates?
If not, and it has to go to the postbag, is there any way to remove the covering letters so that we can go into the postbag and save just the inspection report? Currently we have to try and save just page two to eliminate the cover letter which makes the whole process quite tedious.
Thank you
Kind regards
Jürgen Worrall

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.

When booking appointments into staff diaries, when clicking directly into the diary, even if you click into the staff members diary it defaults to your own. This is bizarre and has caused for missed appointments. Can it be changed so that if you click into a staff members diary it remains in their diary.

Need consistency through the system and clarity for users

We have previous had staff that have changed an old supplier bank details to there own and paid themselves for imaginary jobs. We should have a warning that tells when bank account details are added or changed on the system.

Waste so much time on this.

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

There used to be a link to the Contractor page when viewing the 'Maintenance Jobs' grid.
Please would it be possible to bring back that Link?
It makes it so much easier to go to the contractors page to check their notes/ account / other jobs etc.

You have the option to convert leads to buyers or tenants. Why dont you have the option to convert a valuation request into a market appraisal. This would be rather helpful.

From Glyn: this will be released on 14.12.2023, ability to convert Rightmovee and OTM lead to a landlord (market appraisal) or seller/vendor

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.

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?

It would be amazing if the bond could be automatically calculated at 5 weeks rent when setting up a instruction based on the advertised rent.
If you don't take five weeks the chances are you will take a month, so drop down options could be -

*5 Weeks Rent

*One Months Rent

*Custom
Would save a lot of head scratching on a calculator!

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.

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.

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

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.

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.

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.

Currently there's an 18 character limit for legacy BACS references but nothing on the system that actually tells you that. And if you try to add one longer the system just gets stuck on "Please Wait" as opposed to telling you what's gone wrong.

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

We have the ability to 'Make Bond Due' but the ability to quickly make the Bond Undue would also be extremely useful.

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

We have Van Mildert/Rightmove referencing integrated into Let MC. You cannot reference an applicant tenant through the system, only an actual tenant which involves marking the property as let agreed and linking the applicant as a tenant in order to reference! Makes no sense at all because they can't become a tenant until they have been referenced! Please introduce the option to reference directly through the system to applicant tenants the same way you can for actual tenants

I have multple accounts on agent OS, and often need to use the same email address. For example I have my own contractor account, as well as a multiple landlord accounts. A very common solution is to use the + in emails - anything after the + is discarded by the mail client, but is allowable in RFC822.
I would use simon.topple+contractor@mydomain.com for example, which is a perfectly valid email address.
Could you look at changing your validation rules to allow this. + signs are perfectly valid within RFC822 (providing the mail host accepts them) and their exclusion via web page validation shouldn't really happen.
(as a side effect, I don't want emails addressed to me as a contractor to be attached to my landlord account!).

Can a report be created that pulls through what money is being held in the sub account 'Tenant Holding' to help us monitor when holding deposits were paid and what ones we are currently holding.

landlords are redirected to letmc.com and try and use their new credentials there, when they don't work they get pissed off and contact us. not the best user experience. Can we not redirect them to the appropriate dashboard or another page that doesn't have a login option.

If resolved and closed deposit deductions exceed the tenant bond held, when the tenancy is closed, add functionality for AgentOS to automatically journal transfer the deficit unsatisfied to show as still outstanding by transferring that figure to the outstanding bond account, thereby showing the full amount owed in the tenant main account

its hard when you have to go into and out of emails every time and then if you cannot deal with immediately you have to come back to it. using a flag you would allow us to know that this has some special purpose and we dont need to keep opening it.

Be able to edit a tenancy application where someone has put an incorrect email format or postcode format in so that you can then import the application