This mini-release is focused on improvements and bug fixes.
Maintenance Jobs - Email Landlord option
We've added a new YES/NO slider to the Email Landlord pop-up through Actions in a recorded Maintenance Job called Attach Maintenance Job Sheet.
When selecting YES here, a current copy of the maintenance Job Sheet will be automatically attached to the email sent to the landlord.
(Please note - this will not show in the existing Attachments section, but will be sent out on clicking Email Landlord if selected).
This also corrects an issue some clients had experienced where the job sheet was attaching to landlord emails sent from this section automatically.
Submitted Invoices Grid
Added a column for the invoice Description to the Submitted Invoices grid.
Replaced the separate Lettings Instruction Reference and Sales Instruction Reference columns showing IDs with a single Instruction column showing the instruction address details in the following reports:
- Invoiced Sales (Saved Monthly) - Detailed tab
- Invoiced Sales Live - Detailed tab
- Invoices Not Paid
- Invoices Not Drawndown
- Un-invoiced Sales - Detailed tab
contractorApp Email Template
A new standard email template has been added, with wording you can use to invite your contractors to use our new contractorApp service.
You can find more details on the contractorApp here.
Applicant - Send Email
Fixed a bug where the Send Email option under an applicant's Actions menu was not sending emails as expected.
Tenancy - Send Email Template
Corrected an issue where email templates were not sending from the Send Email Template option in a tenancy record.
Accepted Offer Fallen Through
Fixed a bug where sales instructions with more than one accepted offer would revert back to the Advertised - On Market stage when one of those offers was marked as Accepted Offer Fallen Through. These will now stay at the Under Offer stage.
Signable Envelope Status
Corrected an issue some clients had experienced where an envelope showing Signed on Signable was still showing as Not yet signed on agentOS.
Utility Meter Readings
Fixed a bug where some clients were unable to run this report for historic months.
View Past Letters
Fixed a bug where some clients saw an error when trying to access historic records in this section.
Corrected an issue where some clients did not see joint landlords who were not set as the Main Contact in this report.
View Accounts - Historic Landlord transactions
Fixed a bug where the system stopped responding for some clients when trying to access historic landlord transactions in the View Accounts option.
Un-Invoiced Sales report
Corrected an issue where some clients were unable to run this report for previous months.
Fixed a bug where some clients were unable to generate new calls for envelopes to Docusign. To resolve this any incomplete tickets older than 60 days will be automatically expired and a note added to agentOS, with the client needing to create a new envelope and re-start the signing process if this happens.
Rightmove Landlord and Tenant Services (f.k.a. Van Mildert)
Resolved two issues with the links in Infographics to Rightmove Landlord and Tenant Services referencing (formerly known as Van Mildert).
- The URL links to the Rightmove platform have been updated.
- The button to View Results on a tenant profile has been removed due to an issue. You can view the results of any checks from the Infographics page on the tenancy record.