Bricks+Agent

May we request to have an option where recurring job will be generated only once the previous job has been completed/closed? Thanks.

Currently, the assigned PMs on the CRM will sync as the assigned PMs on the properties in B+A and its jobs will then be assigned to the assigned PM of the proeprty. May we request to have an option for the PMs to assign jobs within B+A to a Property Manager please? Thanks.

The trade is having a hard time to keep track of the work orders because its showing according to random date sorts.

Hi there, Currently there is no option under Bricks + Agent to add a note against invoices. Some properties have special invoices that require a unique action. 123 Dandelion Street - (Note: Tenants only pays water usage) What we are currently doing at the moment is upload a blank PDF, upload to the property, put notes that are required. Approve it and then delete which is a manual process. May I ask if a function can be created wherein a PM can add the note designated to that property and it'll be applied on invoices for that property reducing manual process. Thanks a lot.

Hi there, Currently when assigning a trade via the strata/external function it doesn't allow a PM to send a trade a job when the trade is a registered trade in Bricks + Agent. However, there are instances that the trade must not be added in the trust accounting software. So looking to get an improvement to have option to send the job to the trade via strata/external function despite being a registered trade. Since it will be just 1 job to be sent to the trade. So that invoice will be uploaded directly to the trust accounting software and no need for trade to be added to the trust accounting software. Thank you.

Hi there, When there is an unread email in Bricks + Agent, the only indicator at the moment is a small yellow orange dot. It would be great if the whole box is different color, could be any color. Would be best if same color which is yellow orange but for the whole box of the email that is not read as it is clear for indicator. Thanks.

It would be helpful to have a notification icon (like a bell symbol) at the top right of the platform. This icon could notify users whenever there’s an update on a job order—such as when a quote has a response, there’s a new email related to the job, or any other task progress. Clicking the icon should show a dropdown of recent notifications so we can stay updated without having to check each job manually. This would really improve workflow and ensure we don’t miss important updates.

Hi there, May I ask if we could please have a MFA/2FA option in Bricks + Agent for property managers? This will allow to have an extra layer of security. Even if logging in to the trust software have a 2FA, having another one for Bricks + Agent makes it great for another layer of security. Thank you.

May we request for the PMs to be able to send external jobs to the users that have the same email domain as theirs please? Currently, PMs cannot send external jobs to the user that has the same email domain with them. Thanks.

Hi there, May I ask if we can make an improvement wherein warranty or paid type is included as a filter in Insights? This way we can generate a report for jobs completed in paid or warranty type jobs. Thank you.