Please could we have the option to select multiple in trays to view at once? This would be really helpful when, for example, there is a member of staff absent and another staff member is covering them so they would therefore like to view their own plus the absent team member. At the moment we can choose to see either 1 in tray or everyone's, but it would be helpful to be able to select multiple.

It would be really helpful to have a report which shows both 'Incomplete Progression Checklist' items along with 'Tenancy Stage' (ie, Let-Agreed, Signed etc), and Tenancy Service type

We were told in no uncertain terms by the Rent Smart Wales audit team as well as the Propertymark CMP team that we are not allowed to place money earned from sales fees into the client account as it breaches CMP rules. Yet AgentOS mixes both sales and lettings fees. I spoke to your support team about this at the start of the year and was of the understanding you would be sorting something out. Please can you separate sales and lettings fees as a matter of urgency.

Getting heaps of these emails and wasting so much time on them. Would help if the redirect went to the right portal or at least a none signup page.
"I am also having trouble registering for the online system, are there any issues with it that you are aware of."

This would negate the need for 1000s of maintenance jobs and make the system a lot more streamlined. You can already upload a document but you cannot add to invoice print or attach to a property from here.
It would mean the accounting is away clogging maintenance up.

We use the Saluation for the name we call people and the firstname for what is merged to the AST. However it creates confusion when you call a landlord jim or tom and there name is actually James or Thomas.

we have many calls from landlords saying that 1) they cant log in or 2) it is too complex!
can this be made more simplistic?

Getting heaps of backlash from Landlords that want individual property statements not combined. Having the ability to separate properties would be a real bonus.

When creating a checklist we need to be able to re-order item's at any time. Also we noticed that when creating a checklist, the order then changes when applying to a property. Please resolve soonest.

We use VOIP phones with a web browser. The phone numbers listed on letmc, are not clickable, and you'd expect them to be. Most systems support CALLTL or TEL links to enable you to call via VOIP or skype. A callback function to automatically record what the call was about would be useful - you could be left with a dialogue box to make notes once you've connected the call, so you can record the call.
The alternative is what we have to use right now: look at the number, try to copy it down onto a piece of paper (or into a new tab/notepad, open up the software phone, type in the number, connect, then open up agentos then find where to record a call, record it.

Can you not move on a property visit automatically if it's not carried out? This is causing all sorts of problems and is a flaw in the system allowing the visit to move on a further 6 months even if you've not done it on the date expected?

Right now I have to go into the property then owners then landlord in order to go to landlord. 3 steps rather than 1.

Please can you add the number of viewings booked by each staff member on sales over view report.

Solicitors move around from practice to practise and the system needs to be able to keep details of the current company they work for as well as any previous companies in order to retain the accurate history. At present, from what I can see, a solicitor can be linked to a business via contacts, but when they move somewhere else you have no choice but to overwrite their address (thereby erasing history) with the new business/address. I know you could create a new solicitor record for the solicitor, but that will cause huge confusion having 2 records for the same person. Please tell me I'm wrong! Otherwise, please allow us to create multiple contacts for a solicitor along with effective and ineffective dates so we can correctly identify the current practice they work at.

The continuous putting in of the 2Fa and relogging in hour after hour and knocking us offline middle of doing something and losing what we are working on.

Please would it be possible to add the 'Historic Bond Reference' column to the Tenancies Ended report? Was recently added to the All active tenancies report, and would be really helpful when looking at ended tenancies too.

Have an 'assigned to' user (e.g. called TEAM) that adds a group calendar booking into the calendar? I appreciate its by person right now. Would help with team meetings.

It would help if emails are accidentally completed to have the ability to revert back to incomplete.

It would be useful to see which landlord is associated with any maintenance job which is raised rather than going through the property and checking.
My suggestion would be to include the landlord name below the property option as per the attached photo.

They system doesnt allow landlords to separate their properties. All income goes into one pot and bills are paid whichever was first put on irrespective of due date. This can leave some bills unpaid and others that were not as important unpaid.
Also it doesnt allow landlords to separate their accounts.
So have a system where we dont have to add duplicates of the same landlords. I current have an 18 property landlord, a 12 property landlord and a number of 5+ landlords who require this and are all talking of finding another agent if we cannot provide. So the only way to appease them is to duplicate which creates havoc for our staff.

We have just sent out 1300 individual landlords with the online login and now found out that the link expires and we have to do it again and again. they whole process is taking ages, surely it can be streamlined or allow them to do it once invited. Its a massive waste of time as it is and we've become IT department to our landlords.

Right now the confusion is that Landlords are asking what paying bills has to do with maintenance, it doesnt make sense to them. I agree. Surely having a separately Finance section that works in the same way as Maintenance would be clearer.
Also having the ability to view if that bill has been paid or if a Maintenance Deduction has been added or now would help from not duplicating work.

Add float control for a maintenance job (add amount that moves to maintenance job float, and then returns any remaining amount once deduction made. E.g.Jobsheet created, add float amount here, then when money comes into LL account, move to float on the job sheet. When invoice is processed against jobsheet, move funds to contractor and float back to zero automatically)

This used to show in red lettering on Home, but now is very hard for the user to spot amongst the other tickboxes and information. Please can it be more prominent for NRL applicable maintenance deductions?
Or, could we get the system to AUTOMATICALLY select NRL Inclusive for these landlords, so that allowable expenses are not missed?

When making a maintenance deduction it would be great to upload the pdf invoice at the same time. I know you can add this elsewhere but doing it here would make sense, and you could then download against the maintenance deduction?

once you open a window you have no ability to see any information and no ability to save as draft so means you have to open multiple windows then you face the logout issue.

Will you be adding a function into your software that allows multiple tenants to be added to a tenancy in one click? There is an option to select multiple applications, however these can’t be added into a tenancy at the same time. We deal with a large number of HMO property applications and would highly benefit from this function.

Please default behaviour to "view PDF in browser" not "download PDF to hard drive"

99.9% of the time I want to click on an invoice or statement and view the PDF in the browser, not download a copy to my downloads directory. Clicking on an invoice or statement always downloads it to my downloads directory and I don't know of an easy way to override this. Again this is really annoying because it means every time I want to view "Statement dated 07/07/21" I have to download another copy to my downloads directory and then open it and then manually delete it from my downloads directory, instead of just viewing it in the browser like an email attachment or web page.

We dont want to have click NO for every invoice we add to the system so the contractor doesn't appear in the invoicing.
So a NO option would be great.

Looking for a report that pulls through all properties with accurate and current tenancy details. Currently pulling off 3 different reports, Vacant/Let/Advertised not accurate - needs improvements.
Request from Penny @ Johnsons.
(Please see further details in comments).

I have archived a document type but it still shows in lists in the print/post/store of the full upload.
See "Ground Rent Bill" its archived

I cannot help but feel that the AgentPA is an afterthought and yet it should be such a pinnacle part of the software. As the software lacks automation the only way we can really ensure thing happen is with follow ups.
Can we not have the ability to see all that is upcoming not just 10 things.
I just feel a total rethink is needed with this as we are already running into limitations.

Please re-enable text selection, i.e., do not disable the ability to copy and paste text from the page
It is incredibly annoying and frustrating that they have chosen to disable text selection, i.e., you cannot simply highlight your balance or a maintenance message to copy and paste it into an email or something. For the geeky, they appear to have done this in the CSS stye sheet where they've added "-webkit-user-select: none; user-select: none;", but I'm not sure why.

the import has deleted - and + from people emails and we cannot add them back. So this needs to be allowed. Even one of my businesses has a dash in it and cannot be used.

It would be incredibly useful if a "quick attach" feature was added to the send an email interface, so you can send a tenant a copy of one of the active certificates attached to a property. This would save having to spend time hunting down the certificates each time. For example, for 3 certificates, it's 13 mouse clicks. For something done on a repeated basis that's a lot of repeated effort and time that could be saved.

Saves manually making rent undue, transferring it then making due again.

Currently the system seems to allow for upto 2 vendors. We have had a couple of occasions where there have been 4 vendors, so it would be useful if the system would permit a couple more to be linked to a property.

Impossible to search solicitors by name only. Needs to be company name. Pointless data point otherwise.

This will allow us to make various calls from one screen rather than having to open each individual appointment and then the applicant just to get the contact numbers

I would like to get more granular on the 'Match Location' field options under Applicant Buyers.

So that SMS messages do not get lost in the email trays - add another filter to Show/Not Show SMS only

So I can see how many contacts (buyers/applicants) have been added by whom week to week.

When something is typed into the search bar, it often resets shortly after I start typing. This means the first few characters are lost, which typically means the house number is removed when typing an address.

Hi there. We have always displayed postcode in property display addresses. Most other agents do this. I don not want my team to have to duplicate postcodes in address lines 1-3, which from what i understand are the only fields that are displayed. Many thanks. Colin

The search bar could be more efficient in the way that results are ordered.
For example, if I search a prop- or lan- reference number, it shows results for partial hits first, e.g. a search for lan-1234 will show an arbitrary landlord with 1234 in their address or whatever, with the exact lan-1234 hit being much further down the results.
Another example is when searching tenancies, the most useful hit is obviously going to be the current, most recent and future tenancy. However often I find that the order displayed is most recent ended tenancy, then old tenancies, with current/new tenancy being well down the list.
Making the order a bit more 'intelligent' with improvements that are obvious to the human eye would make search a lot more efficient to use.

I would like to be able to add local buyer locations as people are typically looking for specific areas of Hastings. I would like the following added to the existing list, which is still valid:
Battle
Bexhill
East Sussex
Hastings
Marina
St Leonard's on Sea
Old Town

Slow deleting per photo.

Have the notes tab on sales properties default to newest note first so it is easy to see the most recent action.

it would enable us to set milestone reminders and tasks for the progression of a sale once a sale has been agreed. The sale progress page is too static and doesn't include enough milestones for leasehold properties

We have had several issues with properties that have had offers fall through, but withdrawn. It is not possible to withdraw the offer without the property first being advertised. This caused a massive issue with a buyer who assumed we had offered the property he was under offer with to a competitor. this was in fact the system sending out the property details to a matching buyer as it has re-advertised the property. It should not always be assumed the property is to go back on the market when an offer is rejected.