Never Miss a Key Return (With Automated Reminder Rules)
Stay on top of overdue keys without the manual follow-ups. Create reminder rules in seconds to notify the right people via email or dashboard alerts, with clear confirmation and an activity trail so you can track what happened and when.
File Only for Recurring Invoices
Close out non-payable recurring invoices in one click select File Only to mark them Completed and automatically clear them from your recurring list for a cleaner workflow.
Email Signatures That Update Themselves
Use smart placeholders for names, phone numbers and emails, your signature stays accurate automatically, with built-in validation to prevent mistakes.
Default Water Invoice Account, Automatically
Speed up water invoice coding with a new General Setting that pre-fills your preferred tenancy service account on every new upload. It still syncs through to your trust accounting integration on approval, and you can edit anytime.
Set-and-forget email signatures with smart placeholders
Keeping your email signature up to date shouldn’t mean editing it every time a Property Manager’s details change. With our new Email Signature Placeholders, you can drop in dynamic tags (like {Property Manager First name & Last name}, {Mobile Number}, and {Email Address}) and the system will automatically keep them current as profile details are updated so your outgoing emails always reflect the latest information. You’ll also see a helpful on-screen prompt explaining you can combine tags and text, and if someone types an invalid placeholder, the Save Profile button will be disabled with a clear validation message to keep things accurate.
Placeholder tags, ready to use
Quick-add placeholder options appear in the Email Signature section so you can build a consistent signature in seconds.
Automatic ‘best match’ contact details
Where multiple contact details exist, the system prioritises the most relevant number and uses the primary email address by default with no manual picking required.
Updates apply to future emails
Once saved, your updated signature is applied across future emails, backed by clear confirmation messaging.
Never Miss a Key Return (With Automated Reminder Rules)
Build reminders that fit your workflow
Set up a rule in seconds: if a key isn’t returned by the checked-in date (or becomes overdue), Bricks+Agent can automatically remind the right people like the Assigned PM, Org Admin, or Key Borrower on the cadence you choose.
Choose how you want to be notified
Pick Email or a Dashboard alert so overdue items surface where you work (including “immediate attention” visibility for keys).
Clear confirmation + activity trail
When you save a rule, you’ll see an instant success message, and actions triggered by reminder rules can be reflected in the key’s activity timeline making it easier to track what happened and when.
File Only for Recurring Invoices Now Supported
Managing Recurring Invoices in Invoice Automate just got easier: you can now mark a recurring invoice as completed using the File Only option perfect for invoices that don’t require payment or approval. Once selected, the invoice is marked Completed, you’ll see a confirmation toast (“Invoice marked as completed”), and it’s removed from the Recurring invoices bucket to keep your workflow clean and up to date.
Water invoices, sorted: choose your default tenancy account
Managing water reimbursements just got easier in Invoice Automate. You can now switch on a new General Setting “Default tenancy service account for water invoice” to set a preferred tenancy service account for water invoices. Once enabled, you’ll see a dropdown that prioritises income accounts (and falls back to all service accounts if income accounts aren’t available), so it’s quicker to pick the right account every time. The best bit? Your selected account will automatically appear on newly uploaded water invoice details (and you can still edit it when needed), then sync through to your connected trust accounting integrations when the invoice is approved. If you turn the setting off, everything reverts to the existing behaviour (using the creditor service account).