We use the email function but as the page is static it is almost impossible to find the property on our website and applicants simply won’t do it in this day and age. They should have a preview and link

letmc used to have a reading pane for emails, any chance this could be reinstated? Tenancy notes can be vast and trolling through trying to find an e mail is tiresome, especially if no one has put a subject!

New financial reports to be able to drill into sales on a monthly, quarterly, Year to date and compare to previous years. Currently only able to do it monthly !

As it is a legal requirement in Wales for both the landlord and rental property to be registered with Rent Smart Wales, we have set up RSW certificates for each property so that we can get reminded when they are coming up for renewal. What would be really useful is if we were able to mark the RSW certificate object we have created as mandatory, much like the gas certs, for every property in Wales. This would stop us signing tenancies for properties for unregistered landlords and/or properties.

Currently when you enter a tenancy card you cannot see the detail of the tenancy in the header. I've attached a screenshot to show this. When you are moving between tenancies and have two active (eg student back to back tenancies) it can be hard to follow which is which).

Is it possible for the contacts tag to be merged with the rest of the information when adding 'people' to the system.
It makes little sense to have to enter in a separate place to somewhere else.
I understand from support they are asked about this daily - so if something could be done I am sure you would have many happy clients :-)

Good afternoon,
My name is george baldwin and i work for CGT lettings as Head of Business Development.
Can the same owner be pulled through on sales and lettings please ?
Kind regards,
George Baldwin

When viewing the list of maintenance certificates, listing the latest uploaded certificate would be incredibly useful. At the moment it takes several clicks away from the report to find the latest uploaded document. This makes carrying out a certificate audit way more time consuming that it needs to be.

So it would be really useful to book a valuation through the system in a way that would enable follow up valuation information to be sent and Terms of Business ( this is currently set up as a post item in tenancies so you have to already have added the property the landlord and the tenancy before you have even won the val) to then be able to chase these and follow them up. I believe this is available for sales but just not for lettings?

Develop an API with Experian for the Rental Exchange.
Would be really useful to develop an API with Experian to allows sharing of tenant payment history.
Process can start with credit check, then when tenancy progresses tenant can opt into the Rental Exchange to help build credit score.
Will allow agency to automatically report poor payers also.

When adding solicitors or contractors the formatting seems to be off and the company name never seems to pull through - instead you either get the first line of address or nothing, meaning the formatting is all off?

When editing email templates you have to go hunting for the appropriate tag to use. This is usually an email from the documentation team, or within the online resources.
Can a "merge tag" drop down be added. This can be dynamic so only showing you the tags available for the specific email template type (tenancies/sales etc) you are editing.
I attach a screenshot of similar functionality that GravityForms use, which is a superb feature.

Collection of improvements with infographic pages

Being able to generate an invoice sending to the landlord for paying then receipting the monies on.

Please would it be possible to change the date selector in the 'View Statement' screen?
It now only defaults to 2 weeks, it would be much more helpful to change this to 2 months by default.

A couple of things that would help with maintenance preferences!
• Make them more visible. On V3 the preferences were always visible below the job info after clicking through to a particular job, and I think when adding the job. Now they are in a completely different place, which means they are often forgotten and then someone has to grovel to the landlords...
• Option to show preferences on job sheet. Often there's no need for this and it may include more confidential info, but sometimes it would be useful. For example we have a landlord who always wants invoices sent directly to his PA, or there's a tenant who always wants us to tell contractors not to let the cat out; rather than remember to put this info on the job every time, this could be transferred to the job sheet automatically. There could be a tick box for each preference entry to include it on job sheets.

Please can you make it possible to copy numbers/emails from overview pages.

We need to clean the tenants data for GDPR, currently there seems to be no report to allow us to identify which tenancies have been closed for sufficient time.
We used to use the tenancies report but that has been changed and the dates are no longer in a separate column.
Submitted on behalf a client

When you hover over the PA section which shows the actions recorded (calls, SMS etc) it expands that selection to half the screen, even if empty. Could this be adjusted so it only expands as far as it needs? At the moment you have to then move the mouse over half the screen to get the area to collapse again, and is an annoyance.

As it stands buyers are being sent under offer & sstc properties when matched. Doesn’t nt make sense sending them things that are not available

When historic bond reference is added within tenancy specific information, would be helpful if this was carried through to the next tenancy details if renewed.

It would be good to be able to receive either email notifications, or a dashboard pop for actions/maintenance jobs (e.g. repair requests) etc. There are multiple sections of the dashboard which need monitoring, which is a job in itself. As such it becomes hard to manage and monitor the dashboard repeatedly throughout the day. if this could also feed through to the neg.agentos.com url also that would be ideal.

Means it doesn't have to be allocated to a staff member and we don't have to bug support to get this done/changed

On the old LetMC Classic you could download a clean PDF with the information on NRL Transactions for each quarter listed.
On the new system you can only download an excel spreadsheet and it doesn't give a title header. Those reports are useful for our HMRC hard folder. Please can you work out a way to get that old report back and not a rubbish PDF screenshot! I can send you the old report if necessary.

Please can you add the option of selecting the property type to the applicant, so it matches better?

Please can you make it so the Rent Demand Address transferred to the Invoices instead of the property Address. We have a number of tenants who have to have their invoices go to a different address to the property (parking licences, grazing land etc) but when creating an invoice it put the property address despite having a rent demand address in the contacts.

Can landlords account names and sort codes be added on to their statements/invoices

This would resolve the need to carry out journal transfers of advance rent at the time of signing / invoicing

when typing a person in the search bar it would be helpful to have "View Statement" for that person as one of the search results

Notes –
Is there a way it’s copied and pasted as it is rather than in a block….it’s hard to read when it’s like this. It's really hard to read and makes reading through notes a task in itself - when it's saved from AgentOS emailing function it saves perfectly but not if we copy an email from outlook.

Currently, when a Lead comes through you are able to convert that into a Buyer or Applicant. If converted to a buyer, would it be possible to generate a Sales Enquiry out of this as well as the properties are referenced in the Leads from Rightmove

Accessing properties during Covid-19 is prohibited, tenants to conduct closing inspection videos and send them to agent/upload to agent OS for review.
Same can be done for agents wanting to upload opening inventory/interim inspection videos going forward.

For any jobs imported via fixflo to the system, to retain the submitted photos when converting to a system job.
It would also be useful to then have the option to include those images in the contractors job sheet for their reference, as currently you need to do this separately.

I've requested this twice now.

Currently the landlord shows as lastname, firstname on the All Active Tenancies Report, making it difficult to use this report on a mail merge where, for example we only want to write to landlords of certain properties. Please correct the column to firstname, lastname to save having to manipulate the data in excel

Could be that when a viewing is booked and the applicant it selected as guest, when adding the property - at this point the system pulls the vendors details through to the dairy/automatically

Can there please be an option to have service type, such as fully managed, let only or rent collect that the current tenancy is on visible on the property homepage so you do not have to open a tenancy to be able to see this information?

When uploading more than one Client Account to AgentOS, it would be handy if the 'Reconcile System to Bank' report gave a breakdown of each of the Client Account balances rather then give a collective total of all bank account balances

Can we have an archived property report along with the date the property was archived. Currently no report on the system gives us the status 'Archived' or the date of which it was marked as such. Thanks!

The automatic notifications to applicants to come from enquiries@johnbray.uk, rather than the default email address of the user that set the property to advertised on the system.

it resolves having to click into every tenant individually to find out what they have in their main account.

The 'pay people in credit' export (and many others) has column widths that don't correspond to the data - please can the columns all be the same width when we export?

Auditors need to be able to reproduce the drawdown details from the system directly without having to rely on saved files

At the moment unless the property record is set to a staff member (portfolio managed) you cant currently assign a deposit case to a staff member. You can assign a maintenance job to a staff member without altering the property record to be managed by a staff member and looking to mimic this with deposit cases.

A report that shows the last rent increase date for each tenancy so i know which rents i can increase. At the moment i have to manually check each one.

To get rid of any messages on agent chat, perhaps to allow managers in the office the ability to clear those fields if desired of unwanted comments.

Since 01/06/2020, the banking regs changed and now we have to match the account type and account name for every person we pay via BACS file upload. When we upload the file to our bank (Barclays.net) the list of 150 or so people comes up and we have to manually select whether each account is a personal account or a business account. We need a setting on AgentOS where it can automatically save this data for each person and then export it to the BACS file.
Paying people is taking hours longer than it used to because of this stupid name validation change the banks have made.

Hi guys

When adding facilities, its really hard to edit or even remove them, if a property feature changes i.e furnished to unfurnished its really not obvious how to get rid or swap that feature.. ( as of yet I still haven't figured it out. )

Can we have a remove button? or add a manual entry box for items specific to an individual property.. like "£50 off incentive for quick move in" we may only use that once but I don't want to create it and have an even longer scroll list.

The current limit of 300 characters is too short. Please can you increase this to at least 500 or remove the limit completely as it can become restrictive, particularly with hard to find properties that postcodes don't identify.

When you convert a lead it puts the mobile number in the landline field on the applicants profile so that when you book a viewing etc it doesn't pull the contact number through to the diary sheet

From Glyn: this will be fixed and released on 14.12.2023