When ordering photos unless we have named each one it is very long winded ordering photos by either listing codes or constantly shuffling, could we have a visual thumbnail screen, drag and drop all into an order and save to complete? when you have 20+ photos its harder to see the wood for the trees.

Saves admin time when adding a property if the address is pre-populated from the postcode.

Please would it be possible to add a separate field in the 'Make a Maintenance deduction' screen where the contractor's invoice number can be added?
This field should also appear as a separate column in the Contractor's statement screens.

We have started coding an Owners App.
This is a separate App connected to agentOS allowing Owners and Managers the ability to report and set targets/budgets etc against the measures.
The image is a wireframe design and please take a look at the left hand navigation.
My question is what measures do you need and would like?

Having worked in many letting agencies on many systems, I feel the ability to manage applicants is not very good at all. It needs the ability to use as a proper front end system. Applicant status - Active or Inactive. Once an applicant becomes a tenant they should become Inactive and we should be able to make an applicant inactive if they found elsewhere so we only have active applicants come up when I search all applicants. The search for active applicants should enable us to search by requirements as well. At the moment there is no point registering applicants as the search facility is very limited and not user friendly. Jahana did help me with how it can be done now but that involves exporting spreadsheets and just not very user friendly. There are so many beetr systems out there, you need to see how some of those work?

It will enable us to manage our applicant database more easily and use Agent as whole letting agent system. I am happy to discuss with anyone if required.

To be able to bulk delete all property leads once all processed not required.

Hello
When we convert to an applicant off one user name - it stays on all other user names - how can this be synced as for the minute we keep duplicating by calling the same applicants
Cheers
Kelly

When manually adding tenant details via quick add tenancy there is no option for a tenants mobile number only an email address. You have to go back in via the 'edit' button and add it. Can this field be amended to include it

It's easy to assign messages to people who are away, especially if they're in a different office or working from home, which means assigned messages might not be dealt with promptly. Currently we have to check the diary which might not be done every time when dealing with a large volume of messages. It would be useful for a warning to pop up if the assignee's Out of Office is on, so we can decide if it's still appropriate to assign the message to that person.

is it possible for the system to automatically add a note on to a job once it has been invoiced for. so you quickly see if this has happened.

This is a really strange setup, where we setup properties bedrooms, receptions and bathrooms, yet on the portals it pulls from "max tenants" within the actual tenancy? it seems bizarre to me as that really is not the same as how many bedrooms a property has and easily gets missed when listing a property, most often this stays set at the default and leads to incorrect inquiries.

When selecting matching properties to send to buyers, it is not possible to tell which properties are under offer and which are available. I would only send available properties to potential buyers. An option to display different category properties against a buyer is required otherwise it is unuseable.

1 - can you put the statement number on the paying slip aswell. it has a ian number which is of no use to me when used as a reference for landlords.

2 can you add the statement number to the document name aswell at present its just called payment and date.

I wont have to go to another document to see what invoice the slip relates to and it enables me to add the number to the payment to landlord. landlord with multiple properties cant identify which payment is for which property.
(13319) request no.

When trying to charge somebody a figure including VAT it would be so much easier if we had the option to enter the charge as a value including VAT rather then atrying to work out hopw AgentOS is going to round the figure up/down

I have to edit an applicant to see their mobile number. Too many clicks.

When a member of staff leaves, be able to reallocate all of their properties to another staff member in bulk rather than one by one.

The process of managing safety certificates is very time consuming
It is necessary to

1. Open certificate list and filter to show properties for which certs are coming due. Then for each one:

2. Actions – Add maintenance job – edit - select contractor – actions – email contractor – edit email

3. Once the certificate and invoice comes in from the contractor, I normally go through the following steps:

4. Open property – find the maintenance job – actions – property maintenance deduction – select “Maintenance deduction for” – key in contractor invoice number and date – Select “Carried out at” and key in invoice description and select property maintenance deduction to save and close.

5. Since many of our clients want to be sent a copy of their safety certs (and the certs section doesn’t allow documents to be “Included in invoice print”), it is necessary to upload a copy of the cert to the maintenance job.

6. Next, I go to certificates and add the certificate, retire the old and archive it
   I would like to be able to

7. select a range of certificates to be done, be able to select have the option to select one contractor and then to create and issue all jobs in a single email.

8. Select documents in the certificates section for inclusion in next landlord invoice.

9. Certificate list to show that jobs have been issued rather than having to open each property, select certificates, clear status and then check that there is a Gas Safety Certificate in the list

*Submitted on behalf of client

It would be a help if the certificates due page also showed if a job had been raised against it. Particularly the gas safety.
At the moment you have to go into each one to check that the job has been raised and to who. The chase status offers really limited options.

Add to 'Acceptable Tenant Types to take into account tenants with Pets.

Can you add service type and tenant email address to the Tenancy Starting report to allow us to email all managed tenants some information before moving into the property.

Can the the landlord be pulled through on the certificates report, this will make it easier for us to identify landlords who may have more than one certificate outstanding on multiple properties.

We would like to be able to run a report to export to excel for all maintenance preferences for our management portfolio.

To add a section which allows the agent to elaborate on the measurement being put in the system. Ideally, a section which allows to type freely after that particular measurement.
Some examples include: min, max, plus/into doorway, plus/into recess, restricted head height etc.

Currently the AgentOS software does not support New & Exclusive with OnTheMarket. Could you please implement this feature along with the real-time capability?

Hi,

When we type a maintenance job sheet we type in the following format:

Remove old sofa
Make repairs to room 5 window frame
Toilet flush not working properly - please investigate

When this gets printed and handed to a contractor it comes out like this:

Remove old sofa Make repairs to room 5 window frame Toilet flush not working properly - please investigate

This is harder / more unclear for the contractors to see and differentiate between which job is where in the house etc.

Is there any way to make it print in the same format (ie in a list) in which it is typed? If not yet, is this something that the development team can look into

We spend a lot of time manually inputting payments into Agent OS where people have paid on our website. This means a lot of wasted time and the possibility that we can assign the payment to the wrong account. With 2500 student tenants, this is a significant problem.
Can we have a tenant portal where the tenant can login, pay, sign tenancies and report repairs? At least some of these features used to be in the old LetMC software.

Please can I have a report to run which will show a list of tenants and their NI number for future Universal Credit payment linking to tenant

Sometimes when I'm Out Of Office I receive responses from utility suppliers. My OOO message is send and it triggers an auto-response from the supplier. So I send them another OOO message. And so on...
Can something be done to break this cycle? Perhaps when generating the OOO message, don't proceed if an OOO message has already been sent to that e-mail address in the last hour or whatever.

Please can we be able to set the Next Rent Due Date during Quick Add Tenancy so that this doesn't need to be remembered to be added afterwards?

Please can we be able to set the Management fee during Quick Add Tenancy so that this doesn't need to be remembered to be added afterwards?

Some of the default values when adding certificates to the system aren't failsafe.
When we being on a new property in particular, we'll add entries for certificates that are needed and need chasing but haven't yet been received. Currently the following defaults are added:
• Responsibility: Agent. In practice Landlord would be better as the landlord might not yet have instructed us to complete, whereas Agent suggests they have, which can cause friction if we go ahead and instruct. LL responsibility would be better so chase letters are generated unless we explicitly have the instruction and change to Agent resp.
• Dates are set as if a certificate is done that day. Often that's not the case, even if a certificate has been received. If one hasn't at all, and we forget to remove the default values, we have a certificate logged as valid for a year when actually we don't. That's a very unsafe default.
We've had to deal with a few issues as a result of these default values not being changed, but it might be that this needs to be a company settings option as other agents' preferences may vary.

Our phone system allows call recording and we need to be able to upload phone calls to the tenants accounts to allow a full record to be maintained. The file uploading allows the usual file types - .doc, .jpeg etc - but omits MP3.

It would be helpful if the name of the person recording the interim inspection could be capured on the notes so that we know who visited the property.

There has been a major drop off of cash payments especially during the current pandemic. Card payments are used far more than cash. To have it as the default will speed up the process and eliminate errors caused by using the wrong 'Tab'

We currently have to copy and paste every time we convert a lead to an applicant when I feel this could be easily solved.

This has been fixed and released on 14.12.2023

Hi
This has been a constant bug, whenever you download an excel account the credit / debt columns don't total properly and it comes up with a load of code. Please could this be fixed as it is really annoying....

Have an option that allows me to delay actions in bulk

Please can a column for Room numbers be included in the report (and an INST- number if possible)

Is there any chance that the 'branch chat' could create a pop up in the corner of your screen when someone puts a message on it? No one in our office has the Dashboard page open during the working day? lso, why when you complete an email does it revert back to the dashboard page, as opposed to the inbox?? thanks

Branch Chat - it would be easier for us to communicate with each other, if we know there is is something to communicate - saves a phone call or a walk up 3 flights of stairs.
Waste of time constantly reverting back to the dashboard page!

If the email address is quite long it overtypes the status of a maintenance job making it hard to read, looks messy

As we send out separate guarantor agreements per tenancy - you currently cant search to see which guarantors have and which have not signed. When a tenant from an 8 bedroom wants to know how many people are outstanding signed guarantor forms you have to manually open each envelope - write down the name and then cross check against all tenants to give them the answer.
Also if you search or the left for the tenancy only the non completed ones comes up - this is really annoying when you are trying to remember which you have and have not sent them to.
All should come up in the search so you can check who has completed and who has not without having to open the envelope
Cheers
Kelly
Sales and Lettings Angels

Firstly being able to see the whole message that comes through from the CRM timeline rather than having to click into notes. Secondly its hard to keep track of text conversations - please provide the previous messages in the text conversation MM

When using the search box in a grid, an Enter keypress isn't needed but is often delivered through habit. This means unexpected consequences often occur. For example, if looking at a person's notes, the Enter keypress is read as pressing 'Add' and a blank note is delivered. Perhaps when the search box has input focus, something could be done to suppress 'Enter' so that it isn't read as 'Submitting' some form elsewhere on the page.

When adding a staff meeting to all staff diaries, or bank holidays when the office is closing it would be great to have the option to add the appointment to multiple persons diary rather than add each individual appointment

Stops tenants and landlords moaning that they can't see the pics. we don't want to pay for a software add on as the agentos inspection report is ok apart from the photos.

What has happened to the 'Pay People In Credit' option (please see attached) - the display is now so far apart from one entry to another that it now makes it very difficult and confusing when trying to tick/untick which payees you want to release. This is going to be especially confusing when you have a vast amount to be released at the begining and the end of every month and you have to go up and down numerous pages to tick which ones can be released as you can no longer see all 10 entries on the screen at once. It also makes it more time consuming and open to human error.
Is there anyway this can be changed back to how it was.

Whilst you can use the drop down to search for properties - it appears if you started to type an address it would match but does not

Hi, please can you look in to ensuring that a maintenance preference is clearly seen before a maintenance job gets put on the system. Is it possible to have a flash up when someone tries to put a job on at the maintenance job part, without having to go through the property to check first?

Identify which guarantor has signed and who hasnt without opening every single document as we use Signable via LET MC which calls every thing 'SignDocNo'

Please could you increase the amount of characters on a works order as I am having to split one job onto two works orders which is not ideal. Thanks