New Filter by Agent assigned to the Property 🙌

We've just released a new Filter option! Now, you can filter your inbox and jobs page by the agent who is assigned to the property in the trust account using the 'property assigned' filter.

This will be invaluable to those who reassign work at any stage. You’ll now be able to check in on your portfolio even when others are giving you a hand.

To use this new feature, simply head to your inbox or jobs page and click on the "Property agent" button. Then, select from the drop-down the agent you want to filter by. You can then click 'Save' to save it as a permanent view to easily access it in the future!

Check out our other filters here!

New Privacy Policy document type for your trades 📄

We know you want to keep track of your trade's privacy policies which is why we have released a new document type just for this visibility! Now you can with the Privacy Policy option within the supplier compliance feature.

Keen to learn more about Tapi's Supplier Compliance feature and how you can utilise it? Check out this 2-minute video or read our help article here.

New Feature! 🚀

You are now able to edit a job to show a current or future tenancy when there is more than one associated with the property. 👨‍👩‍👧‍👦

This means the correct tenants are being communicated to and you have records of the correct tenancy against your work orders!

How? Jump into a work order, click the 'edit job' option at the top of the page and then select from current or future-dated tenancies which one you would like the work order assigned to! 🙌

We hope that this new feature will be an added bonus for when the current active tenancy assigned isn't who is needed on the work order, making sure your high communication and record-keeping standards are upheld with Tapi!

Click here, to read some more on this.

But wait there's more... 

When you cancel a job you can now notify the tenants of the cancellation to increase the communication and keep everyone informed! Happy tenants, happy life!

As always, if you have any questions or feedback, please don't hesitate to reach out to our support team through hi@tapi.co.nz 👋

Newly Released Customer Requests ✨

Allow cost limits to include cents 💰

We're excited to announce that you can now include cents when setting cost limits in Tapi! This means you'll have even more control over setting these perimeters and making sure your suppliers don't go over these set cost limits. 

Property Tree now has multiple owner contacts 🌳

Tapi now has the ability to have multiple owner contacts against a property! All contacts marked as 'owner' in Property Tree will now pull through to Tapi so communication can go out to all stakeholders who need to be involved.

Bug Fixes 💥

• Invoice approved status now shown in audit trail for 'forward to owner'.
• Property Me sending messages to supplier fix.
• Property Tree property managers assigned correctly to properties.

💡 Improvements:

• Invoice email attachments will show INV file first
• Invoice photos pushed to integration
• Alert for creating recurring services at the end of the month
• Agents cannot approve invoices if tax is greater than total amount

🐞 Bug Fixes:

• Owner email sync fix
• Suppliers confirm work order email sent a day early fix

Latest Fixes and Improvements 🛠

• Make sure all matched invoices assign to the property manager assigned to the work order automatically.
• Fixed invoice description for Palace users to descriptions push from Tapi to Palace for all invoices.
• Allow all notes to be shown and added on the invoice page.

Have you ever needed to send multiple quotes to an owner for approval? 

📨 You can now do this with just a few easy clicks! 📨

Benefits:

• Only one email is sent to the owner with all quotes attached.
• Streamline your process of asking an owner for approval of quotes.

Click this link, to read more about how you can make the most of this feature!

Not sure where to keep track of Planned jobs? 

⏰ The new Planned jobs section within the jobs tab is the place! ⏰

Want a refresher on our Planned Jobs feature? Click here!

Have you ever received an attachment from a supplier, tenant or owner as a message on the audit trail which you wanted to add to a work order for all users to see?

Now you can with the new 'Add file to job' button. 

All it takes is two easy steps! 😀

1. Click the 'add file to job' button below the message with the attachment.

2. Tick the box next to the attachment and the click 'add file' in the bottom corner.

Once you have actioned those two simple steps you'll be able to find the file(s) attached to the left hand side of the work order under the 'attachments' section. 

To learn some more about this click the link here! 📖

Tenant and Owner notifications  feature 

You asked for it and now it's here! 🎉 When you request a quote the option to notify the tenant and owner will be available for you to turn on or off. 

Multiple Owner Emails  feature 

If you are using PropertyMe's latest version you can now configure which owner emails will be used when sending off communication! 

Head into the owner's profile and any additional emails will now be showing as notification options. 

Other changes:

• Fixed an issue where some PropertyMe work orders couldn't change supplier.
• Tapi will now show a message when a supplier is invalid from PropertyMe. 

Improvements improvement 

• General Quality Assurance Improvements

Issues fix 

• Fixed an issue where PropertyTree issues weren't showing in some supplier dashboards
• Other small bug fiez