New RICS guidance requires the amount of contractor commission deducted to be displayed on the landlord statement, next to the maintenance deduction.

Including feedback

Currently the meter read date isn't pulled onto closing inspection & inventory reports with the readings. Docs advised this isn't currently possible.

In the same way that you can 'Print Rent Book' for tenants a similar report for landlords would be useful.

Whilst I appreciate you can export the information to Excel (looks like I made it up myself, and includes columns which I don't need), and the PDF - which looks crap (which is being kind!) - it doesn't do the job of a simple account summary.

It was something that we used to be able to do on Classic and I miss it!

Ability to have sub teams.

I just came across a tenancy for which I would like to save a comment/note in the tenancy that will show up on the tenancy report I use for upcoming renewals (in this case the tenant always comes in in person and signs by hand; in other cases we might wanna add that rent should be increased/decreased, we don’t want to offer a renewal etc). I use the “tenancies no end date reports” for renewals and it would be a very useful function to add.

You can only see a property if there is an active tenancy. Landlords should be able to log into their dashboard and see properties whether there are let or not let. If the property is not let, you cannot see upcoming tenancies or maintenance jobs! Please resolve.

Ability to run an report to show annual sales showing all offices and and income type etc. Similar to the Invoiced Sales Live report but with more options/filters

Currently, our AST has the Head Tenant in one table followed by the "Non-Head Tenants" in the table below. This works great when there are two or more tenants, but when there is only a head tenant, the document generates with the empty tags for the "[[NonHeadTenant]]" tags showing on the document, so it looks very unprofessional. Please add an if statement, or another way to hide this.
Thanks

It would be useful if we could generate a report that shows a monthly breakdown of the number of appraisals booked/carried out and the number of new instructions. At the moment you can only generate a report that gives you the total number

During our ring out when we've clicked on notes to see what has been discussed before, applicant notes only shows the last note. Its only when you click a new start date i.e. month before, it shows everything. Can it be built for sales that all notes show as default 3months instead of just a day or 2.

Currently if you renew a tenancy, a progression checklist will be created for the old tenancy and also for the new tenancy, however the checklist on the new tenancy that is generated is not relevant to the renewal, it just generates because letmc sees the tenancy as a new tenancy.

Also it would be helpful if we had the ability to add a note onto the checklist without having to complete the task. If we have several notes to add, it can become time consuming to complete the task and then incomplete the tasks just so that it shows still outstanding.

When you search a contractor and you look at the account - you can add the property column. This does not pull through the property when its a maintenance deduction.

It would be useful to be able to include more than just pdfs, e.g. I'd like to include photos submitted via Fixflo and other image files

There appears no way of changing the status of items in the suspense account so it is not easy to be able to tell what is outstanding and what has been resolved? Could this be looking into

It would be nice if you could set all let onlys to demand the 1st months rent (to cover the lettings fees) rather than having to set up an advance rent as this demands from the LL stright away whether the tenancy has been signed, started or not.

We are having a problem with trying to generate one document which has multiple standing order forms on.

On the old system, we could generate one document which had all tenancy documents enclosed and it would include standing order forms for each tenant.

On the new system it looks like we need to go into each tenant account and select 'Print Agreement' keeping 'DD/STO Form' ticked to generate the STO form per tenant.

Are we missing a way to print all STO agreements together?

The 'Deposit Notes' section is only available when a tenancy is signed. However it would be useful to make notes in this section while let agreed. For example, certain things might be discussed that might be useful to place in the notes. It's also very useful to make notes when dealing with 'new' tenancies when swapping tenants as there's often extensive correspondence during this process that needs to be logged clearly.

When you input the measurements of a room, floor area or plot size, agent OS automatically rounds the figure up or down to the nearest meter. Can the measurements stay exactly as they are entered rather than changing them?

Please can you allow the system to have more than two landlords against one property. I have many company lets and all the company directors want to be added to all emails and we can only have two landlords at the moment.

Stops landlords complaining people are being left off emails including statement

I dont want to advertise certain properties onto platforms but i want to submit it into our agentos system.

Have a setting where we enter the address (or addresses) that we would like to be automatically added as BCC to all emails, letters, etc. sent via AgentOS.

Ability to create workflows and processes outside of the service types for things like: Adding suppliers, new instruction, move in, move out, tenancy renewals, Handing back properties - stuff that happens outside of the service types.

Being able to add a permitted occupier to the tenancy and the occupier being automatically copied into emails when you select email a tenancy

Can there be a way where we can input what the cap is on our contractor commission so that we don't overcharge on big invoices. Currently we have to keep a log of all big payments over the cap and then refund contractors any overpayment.

If the system could stop the overpayment this would save us having to constantly refund on bigger jobs, it would help contractors because the often get confused with being over charged and then having refunds made to them so having to explain this to them also takes more time.

take too long to pull off loads of reports - should be a all branches button.

The system only allows us to create a recurring payment, so the service charge will leave our account whether the rent has been received or not. The only other solution is manually adding in the contractor payment every month. A recurring contractor payment that will only go out once rent has been received and paid over.

When closing a tenancy, if there are no bank details for the tenant could this flag up a message.
This is so if staff forget to check bank details for the deposit this will prompt them to get details from the tenant, quite often staff will assume the deposit has been paid to the tenant after closing the tenancy when it hasn't due to no bank details.

Add the ability to set an annual /monthly cost per landlord for the Non-Resident Annual Return if the landlord is set as NRL. This could be global or per service type, however, I think it is best to charge on a "Per landlord" basis, therefore, Global makes the most sense to me.

We have been scoping out a redesign of the infographic’s page for vendors, buyers, landlords and tenants page.

Welcome comments and votes

I have a few landlords that have over 100 properties. I need a landlord porfolio report that shows only that specific landlords rent arrears. Or just add the landlord to the existing rent arrears report so it can be played with. ASt the moment it onlys shows the tenants details which isnt enough.

Have the ability to add a status to vacant properties so we dont keep investigating them.

Ie Lost to competitor, LL moving back in. etc etc

Ability to complete the details box when adding notes manually so you can add a title to what the note is about for ease when reviewing.

There does not seem to be a report at the moment for target exchange dates so that we can see the predicted exchanges / £. Until a report can be set up we have seen a way of using the proposed completion as a target exchange and actual completion as the target completion temporarily.

Not ideal and will be confusing if not created sooner rather than later

When we found a way to show applicants to call with properties to sell that had houses on/not on market, we couldnt find a way to put a filter in to show their location be it Postcode or address, so time is wasted clicking in and out of record cards looking for the information. If a filter could be added to show where the applicants were selling this would be easier for ring outs / prospecting

In the diary, when a viewing was cancelled before it used to have a line through it so you could see at quick glance it was cancelled. Now you have to hover over the appt to see if it has been cancelled or not. Is there any way you can get the line through back as it was much clearer before and you can then see quickly if an appt  has been cancelled or not. The support button is over the minimise and close button on the email screens so make it difficult for these buttons to be clicked. Can the support icon be moved please?

Save time to check appts and be able to minimise and close emails

Please can you add all UK bank holidays etc to diary

If a large landlord has multiple properties, they may wish to keep all accounts separate by having separate versions of the LL on the system. It would be great if we could have a single button 'create a copy' where the Flat number/address could be added next to the name.

There should be a dedicated tenancy report for Right to Rent which pulls through the fields that you input against the tenant. Otherwise you have no oversight.

A report which pulls through EPC data would be useful.

We enter the scores, but other than the listing its not stored anywhere.

Would be especially useful for checking which are at risk from MEES.

When paying our landlords as part of a monthly payment run, we generate the list of those landlords due to be paid by using the 'pay people in credit' function in 'bank accounts'.
However, this does not allow us to see, at a glance, which landlords have a zero balance.
Landlords can have a zero balance be for various reasons; empty properties, properties with 'supplier pending payments' due for maintenance on a property with no rental income that month or maintenance deductions in a property which have exceeded the monthly rental income.
Currently our accounts department will download a list of all our landlords using the 'Active Landlords List' and compare that list side-by-side with the 'pay people in credit’ list each month, pulling out those who do not appear on the people in credit list. They then go to each account to see why they are not in credit.
It has become a time consuming process but it is essential for us to know which landlords are not likely to get a payment in any given month (so we can make them aware they will not be paid) or those landlords who are in debit and could potentially be due to pay us for an invoice we have received that the rental income does not cover.
Our request would be for an option to download a list of the current account balances of all active landlords; whether they be in credit, debit or zero balance on any given date.

A print/post/store facility under key set up so we can have up to date pictures of property keys please.

Apparently Goodlord.co has a simple API that AgentOS can connect to. Many AgentOS clients use Goodlord and many other lettings systems link to Goodlord. Please connect AgentOS to Goodlord to reduce as much duplication as possible.

My recommendation would be for the following to be automated:
- Property details sent to Goodlord from AgentOS (address, current owner/s details, property certificates)
- Advertised Tenancy Information sent from AgentOS to Goodlord (asking price, available date, acceptable tenant types, bond amount, bond scheme, etc.)
- Tenant information (and documents) and final tenancy information received back from Goodlord once tenancy is completed using the goodlord system and saved to the correct places on AgentOS
- Signed Documents received back from Goodlord (AST, How to Rent Guide, Certificates) and saved to AgentOS against the Tenancy.

This would save a lot of time and reduce so much double entry and remove human error.

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)

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.

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.

It may be beneficial to have a landlords outstanding deductions report. So that you can run a report when you have requested funds from a landlord for an invoice. The deduction can be made and sit in pending till funds are received.

Currently in the closing inspection letters we cannot present a list of deposit deductions to the landlord and tenant.
We can merge certain fields, for example the 'Closing Inspection' tab, however we are unable to merge the 'deposit deductions' tab.

If we have to write deposit deductions in to the closing inspection tab simply to ensure they get pulled through to the letter we would end up duplicating a lot of work. Please could you therefore look in to giving us the option to merge 'deposit deductions' in to these letters?

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

In addition to management fees, we need to be able to charge a landlord a percentage of rent collected each month for their Letting Fee or Renewal Fee. Date Specific fees don't take into account reduced or late rents. 'Percentage of rent due in recurrence period' also doesn't give the client the flexibility that is needed.