February 28th, 2025
February Release: Your Dashboard, Reimagined
PropertyMe
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Introducing automation to property management workflows
First, Arrears Automation, then Bills AI… now Task Automation is our latest automated feature to transform your property management workflows.
Built into the powerhouse that is Tasks, Templates and Checklists, Task Automation takes our rental management software to the next level. Dare we say, it’s the most timesaving property management software in Australia and New Zealand.
✨ Automate exactly what you want, when you want, from wherever you want. Only in PropertyMe Task Automation. ✨
Automation for your unique workflows
Designed to work in sync with the procedures you already know and love — Task Automation doesn’t force a workflow on you or hijack your processes.
Instead of telling you what to do, Task Automation puts you in control.
Send your message templates.
Assign your next Task Template.
Update your Task status.
Set your priority settings.
Re-assign Tasks to your user selection.
Because you’re in control.
Automation for customer experience
One of the consistent themes of feedback from our early users of Task Automation was knowing that the right messages were being used consistently to deliver quality customer service.
Using task automation with pre-approved templates takes the stress out of customer communication. It ensures every message is clear, professional and on-brand — without the manual effort.
This ensures customers get consistent, high-quality responses every time, building trust and making their experience smoother. Plus, your team can focus on what really matters: delivering great service, not proofreading!
Hear what some PropertyMe users have to say about Task Automations:
Property Management automations from your mobile
Because emergencies rarely happen when you’re sitting at your desk… Task Automations run seamlessly from wherever you are — in total sync. Tasks completed from your mobile instantly update in the web app and vice versa. So, whether you like to fly solo or work as a team, you’re always on the same page.
Additional enhancements and updates
Task Template cloning
Hello efficiency… You can now clone Templates in PropertyMe.
Want to customise each Template to individual team members — clone and done!
Want to create a base for processes to replicate — clone and done!
Want to create variations and iterations of processes — clone and done!
We’ve also added a couple of pre-configured Templates with Automation to get you started.
Forget about re-crafting each step from scratch, simply clone and adapt to suit you.
Layout updates for Tasks and Lease Renewals
Sometimes, nothing but a makeover will do. Based on suggestions from our customers, we’ve introduced some layout tweaks to Tasks and Lease Renewals, as well as a collapsable Activity Panel on the Dashboard.
Open Banking has graduated from Beta
And finally, it’s time to put the graduation cap on our Open Banking Beta. Weeks of detailed testing and finessing have delivered the next generation of Bank Feeds: Open Banking.
How is Open Banking different from PropertyMe’s original Bank Feeds?
It’s a new type of technology, from a government initiative around security.
It’s a more reliable and secure retrieval of your Bank Feeds, and most banks are moving to this method, so previous bank feeds will eventually be obsolete.
There’s an easy start-up guide in our Knowledge Base. If you currently have a legacy Bank Feed configured just disable that one before you turn on the new Open Banking.
To see our feature enhancements in action, catch up on The Loop, where Peter and Delainey take you through a live demo as well as a Q&A from our community.
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