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Report to show unsigned Rental Agreement +way to mark or Identify ID received

Status: Requested 12 Votes
Autumn J
Oct 19, 2020 4:24 PM
Joined Apr, 2020 5 posts

It just spent an hour trying to find a quick way to determine if I had any missing rental agreements. There didn't seem to be a quick way to do this so I had to go through and check each booking to find three missing agreements. Am I missing something?

Also, we require ID and there is no way to quickly identify if this step has been completed. Could we add a field that could be manually marked and then searched or reported?

Thanks for your time.

Ken T
Oct 19, 2020 4:50 PM
OR Team Member Joined Aug, 2019 669 posts

For the rental agreements, go to the main Bookings display, List view, and Filter for Signed Agreement = No. That'll get your your list.

For photo IDs, unfortunately at present we don't have a perfect way of doing this, but you could probably get something fairly OK by using Tags. Make a "Got ID" tag and tag the bookings that have it, so you can easily identify those that don't.

SoLux Properties
Jan 6, 2021 9:22 AM
Joined Nov, 2019 4 posts

RE: Photo IDs: I Would also love to see this feature added. As Property Managers We are held RESPONSIBLE for the owner's home - we have to KNOW who is in it. I think this feature is KEY and would greatly appreciate it being given more attention.

Sloanish
Feb 3, 2021 2:30 PM
Joined Jun, 2018 74 posts

Is there a way to search for other documents.
For example
Guests are bringing a pet but neither
a pet fee has been paid
or
a pet agreement has been signed.