Bricks+Agent

A Property Manager has requested the ability to view trade notes when selecting a trade in B+A, particularly before issuing work orders or quote requests. Currently, trade notes are not syncing from CRM to B+A. This limits the visibility of important information about a trade that may be relevant when assigning work.

Currently, when a recurring child job is automatically generated from a main work order, the payer assigned to the main work order is not carried over to the newly created child job. The system assigns the Agency to the automatically generated child job rather than inheriting the payer from the main work order. For example, if the main work order's payer is set to Owner, the automatically generated child job will have the Agency as the payer. Although the payer can be manually changed through the user interface, this requires additional effort and may lead to inconsistencies in billing and job management. Expected Behavior When a child job is automatically generated from a main work order, the system should automatically copy the payer assigned to the main work order. Please consider updating the recurring child job generation process so that the payer is automatically inherited from the main work order rather than defaulting to the Agency.

Allow agencies to customise the introductory message and reposition the invoice deduction notice in automated maintenance completion emails sent to property owners. Current Behaviour When a maintenance request is completed and the invoice is approved, the system automatically sends an email notification to the property owner. The introductory message and invoice deduction notice are system-generated and cannot currently be customised. The current introductory message reads: “The maintenance request is now completed and we have approved the invoice ready for payment.” Allow agencies to customise the introductory message, or update the default wording to: Suggested wording: “The maintenance request has now been completed, and our agency will arrange payment of the invoice using the rental income collected on your behalf.” * The invoice deduction notice currently appears further down in the email, which may cause confusion regarding the invoice approval and payment process. We would also like to move the following note to the top of the notification, directly below the introductory message above: “Please note: The invoice amount will be deducted from your rental income unless otherwise advised.” The current email wording may lead property owners to misunderstand the invoice approval and payment process, particularly who is responsible for arranging payment and how the invoice will be paid.

Can we have the ability to select the custom key selection when Tenant Not Required is Selected?

Hi there, can we please have an option to make a quote request as a work order and would not like to use the "re-award job" or the "accept" to make the quote request to a work order.

Hi there, Currently, there are times that a job has been completed outside of Bricks + Agent. Then the job still sits as an active or open job. If we will be cancelling them it will make the job in inactive status. Even a PM stops notifications to users for them to not be notified that the job has been cancelled. When an owner logged in to their profile they can see status as inactive or cancelled and they would like it to be in completed status. Could we please to have this enhancement and it would be greatly appreciated.

Currently, if tenant is inactive/archived under the organisation's trust accounting software, the tenant will be removed and will no longer be associated on the property in B+A. But if the tenant has past vacated date and not yet archived, they are still showing and still receiving job notifications. May we request for vacated tenants to not appear and not receive job emails if it's recorded that they have vacated already.

To have the ability to fully customise the text on all email templates. This would be something we could generate and set our own templates for the agency. To also have the ability to preview and edit these where necessary

Currently, the process to complete the job without an invoice is to switch it to warranty type. May we request to have an ability to complete the job without an invoice, without switching it to warranty type please? Thanks.

We’ve observed inconsistencies between the data in Property Tree and the Bricks + Agent system. To improve efficiency and avoid potential issues, we recommend ensuring a more concise and accurate syncing process between the two platforms. This will help maintain data integrity and reduce the need for manual corrections or follow-ups.