What is the point of setting a contractor type if you can't see it on a report anywhere?
Please could you add 'Contractor Type' to the contractor report list.

At the moment, once you customise the dashboard and remove sections, we are unable to adjust the sections that are left. It would be beneficial for the dashboard to be more dynamic or draggable to adjust the order of the remaining sections. Just so you're able to get the most out of the dashboard as possible

Can the tab order be changed, so once an email has been typed, we can tab once then hit space?
Most email clients have the tab order set so you can quickly submit it without having to take a hand off the keyboard then scroll down with the mouse (to get the bottom of the reply pane in view) then click the reply button. Eg, one single tab then you can space over the element that has focus. Currently the element that has the focus after the reply pane is the close button.
(in fact, there is already an X in the top right - there shouldn't be a need for a close button next to the reply button!).

This varies from bank to bank, but HSBCnet and Natwest Bankline are very strict about (, ), + and & symbols (and possibly others) being contained in their txt files, causing them to be rejected. If the system could give an error and prevent the page from being saved with an incorrect symbol then this would prevent it getting all the way to the txt file stage and then needing to be amended. This is particularly important for agentPay customers.

I would like to be able to upload interim photos to the online portal for a landlord to look at, this would save so much time in emailing an interim report?

Please would it be possible to bring back the ability to sort the Pay People in Credit list by 'Last Credit' and 'Last Invoiced'?
The new 'Information' column groups the info, so the list can no longer be sorted by these useful columns.
Even if these stay as hidden columns, then the option is there to un-hide them and sort.

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?

It is a good feature for inspections to move forward 3 months (or however many months you tell the system) but it would be good to be able to tell the system when the inspection that is due on that certain date has been done and for it only to move forward after that time.

It would make closing off maintenance jobs far easier as you would not need to go into the actual job to close it.

Can this be added to one of the advertised reports please? Property has video tour Y/N. Would also be great if you could liaise with the portals about the "Online Viewing" flag being automatically uploaded from the feed.

Can there not be more document formats that are compatible with the system
We have many landlords not being able to receive invoices through the system because it is not compatible and we have to keep manually sending them out to Landlords

Ability to change the colours as they are ghastly!

Currently you can add extensive notes of phone calls etc which would include paragraphs (necessity and rightly grammarically so) however once note is saved they completely disappear making it one long mess/jumble of words. Thereby making what could be a lengthy conversation almost unreadable for anyone else to quickly indentify an issue they require as well as yourself if you have to revert back.
Currently to enable this to be clearer the only solution is to save each paragraph as a separate note, which is not a long term suitable solution.
As a result staff may and have ommitted to bother reading notes as too time consuming which causes even further problems down the line.
Surely this could easily be rectified?

Currently to gain the reports needed to activly manage the business it takes pulling 8-9 differnt reports just to gain a very basic overview of the businesses activities. can there be away that we can select which reports we want to make a bespoke report for our business?

Another mobile issue - (I know - agentOS isn't responsive and likely won't be).
I use (on advice of AgentOS support) "Desktop Mode" when using a mobiile phone. This makes the screen elements quite small, but allows the non-responsive system to work to the point where I can at least see vital information out on the ground.
When logging in, the "Sign in as another account" is directly below the "Login" button. Around 90% of the time, when my thumb hits the login button, it's hitting the login as another account. This is a real pain, and makes me have to zoom in to make the page elements larger.
Can the "login as another user" be separated by a larger gap from the login screen.

Please can you make it so that we are able to manually add our own features, the pre-loaded ones are very limited and don't really apply to many of our properties.

Could this be changed to say '3+' so that it follows on from the 1-3 years (or could it say 'ALL' as it seems to bring up all entries, not just older ones)?

when a field is invalid can it be highlighted in red as not always clear what the issue is

Add a branch setting to set a default that new buyer records the 'automatic notifications' slider is set to off.

To be able to set up a group email for all staff

It would be very useful if we could click into the solicitor and see a list of all sales under that solicitor.

Things that clutter up dashboard that are not used, Branch chat, agent market

Prevents having to screenshot and upload maps to property photos saving precious time on further administration.

When you select tenancy, the scheduled rent shown on the infographics is the starting rent, not the passing rent. I would like for this to be changed to shown the passing rent. For example, if there has been a rent review/increase and you quickly log into the tenancy, it looks like the rent is the starting rent. It is not until you click into 'rent schedule' that you can see the passing rent.

Please could there be some way of choosing whether certain items in Print/Post/Store docs get uploaded to the landlord portal (maybe similar to the 'published status' option)? For example, we upload all of our interim inspections to the Print/ Post/ Store docs and it would be useful if landlords were able to see them.

Please can you add a persons email address to the landing page of each file. Under contact details - like the old quick view on Classic.

The phone number/email address should be able to be copied and pasted - like the old quick view on Classic.

At the moment if you want to copy/paste contact details you have to go to the 'Details' screen - should all be easy to get and in one place.

Rather than just to Auto CC in second email to have the option to auto BCC all second email address to better protect GDPR

Peace of mind / for us to be able to review the 3pm cut off time

Please consider the following on Quick Add:
Tenant Mobile Number
Tenancy Management Fee %
Next Rent Due Date selector
Existing Tenant selector (so that if LL and T were integrated separately, they can be picked at quick add stage)

This will help anyone using the API to automate their business. We wish to access tenants of Let Agreed Tenancies so that we can automate part of our Tenant onboarding and referencing process. Without being able to access tenant records until the tenancy is signed, we effectively cannot automate anything to do with new tenancies (e.g. automate when to send them onboarding emails, reminders to pay the deposit, reminders to sign the tenancy agreement, etc.).
I know to most people the above isn't important because they don't use the API - however, as people start to use Zapier they will want access to the Let Agreed tenants as well, so this will benefit more people then.

We often have developments that use a different name to the postal address (Address line 1) for marketing purposes as they are often sold off plan - Need a field that allows us to add the address we want to be displayed

A couple of suggestions -

*Would be great if the script boxes included the landlords properties somewhere as otherwise you have to click out to find it.

*An opportunity to schedule a follow up i.e in three months time etc.

*The Lead Feeds to be different on each persons login - so the same people are not contacted.

By putting all invoices on system, and being to allocate payments to specific invoices, allows our contractors so see what invoice is paid and what is left to be paid. It also allows landlords payments to be more accurate without having to re-claim monies for bills which are not yet on system.

If you have completed an inspection on 3rd party software and .pdf inspection that you want to save down, you cannot do it unless it is a picture file. Please allow pdfs and other documents to be saved down as well as photos.

Property access numbers (for advertising properties where we don't have the current tenancy) can be fiddly to use as they aren't connected to a 'person' on the system.
The following would be useful:
• Recognise the number on received messages; manually checking who it could be is very time-consuming. Ideally it would identify which instruction it relates to, and link to that property's notes.
• More than 3 access numbers, as currently the access message wouldn't be sent to all tenants in a big HMO, for example, which annoys the occupiers.
• 'Text a tenancy' style Action for the advertised instruction, but for the access numbers, so that we can easily text all access numbers if we want to send anything other than the standard access notification.

We are currently R&D building in video and voice calling within agentOS. Something like a new right hand pop out panel showing you who of your colleagues are logged in, and then the ability to video call them and even share your current screen.
Going further, developing a web app that goes on your website, allowing customers/clients ability to see who is logged in (with hide functions) and allow them to video call you from your website.
Great to hear your thoughts and ideas on this.

Only a minor thing but annoying anyway ! When you go onto the drawdown screen, if there is only 1 branch to drawdown from, it would be really good if you don't have to select it before clicking on the Export buttons. As it is the only branch that can be selected, it would be good if the system realises this and just exports the transactions rather than displaying a message asking you to select the branch.

At the moment you can filter 'Rent Became Due In Last'
but it would surely be better ( or additionally helpful) to reverse that filter, so it only shows after a set number of days in arrears.
For example, I allow a 2/3 grace period, and my rent chasing, and my report gets clogged with loads of rents due on the same day, so it would be great to only view rents overdue by say 3 days +.

At the moment you can filter on the frame columns but this does not save!

Hello
It would make sence to also be able to add the tenants number and also as we add the Email address in the Add Tenant from Tenant Screen - the button to email letters should be next to it?
It would BE AMAZING to also add just the guarentors email address on the quick add to to enable us to immeadiatly email the guarentor
Cheers
Kelly

When we email the tenancy or the landlord from the work order can this be automatically updated in the jobs notes so then i dont have to manually input when i have contracted the landlord or tenants. Is there a way of clicking on the job note that highlights we have emailed so we can access the emails sent to the contractor/ landlord / Tenants?

For example: Tenant Bond Held LPS – Northern Ireland Custodial

We will obviously never use that and having so many in the drop down make it very hard for users to search

I spend a lot of time going through the agent leads section to try and work out for example, which of a landlord's properties are flagged as not having active tenancies. More often than not, I'm finding that a tenancy has already been renewed or a new tenancy signed, making this review process mostly a waste of time. This is a shame because this type of functionality if more effectively implemented, could be a good time saver. It would be very helpful therefore if 1. This dashboard could be continually refreshed and/or 2. It could be made possible for a user to be able to home in on which property is being flagged

When we change a service type, to have it logged against the property/landlord CRM timeline from the what it was, and what it was changed to, for auditing and portfolio reporting.

We are currently having to put room listings under flats, which causes a lot of time wasting enquiries and confusion.

Can we make a quick note that is visible on the immediate leads screen so we can see if they have been contacted at a glance (rather than having to open various windows)

From Glyn: lead section is a area that imports them from rightmove, OTM, website etc and for you to decide to import as a buyer, seller, landlord or applicant. Once you have done that, then you can email them and see their history and notes.

The lead section is not meant to be a people record section

Currently. having to manually edit adverts on back office as feed just selects the first 33 characters and uses as summary - Our summary is different - Not just the first 300 characters of our description

I understand this function is available for sales customers so should be an option for lettings too. This would enable us to categorize valuations correctly and be able to report on them.

If you are picking up work for a colleague you may not want to reassign the email totally but want to use their address to reply to keep continuity.

So that the text is formatted (justified) so that it looks neater on the brochure and websites.

When you are in the certificates page, It would be useful if a column was added for landlords / property owner so this could be a searchable filter. We could then in one email send a snapshot of each landlords certificates across their portfolio for the next month/s.

@Glyn, this is possable with custom report. I have asked support to add a report for you.