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Bricks + Agent - Release Notes 2024
Bricks + Agent - Release Notes 2024
Updated this week


Get ready for some exciting updates! We're thrilled to introduce our latest features that will make your experience even better.

Dive in to see what's new and start exploring!


Release Notes (Bricks + Agent) | December 2024


✨ AI-Powered Job Posting with Co-Pilot for B+A

Revolutionise how you manage maintenance jobs with the AI-powered Co-Pilot for B+A. This awesome feature allows property managers to approve and post tenant-submitted or draft maintenance jobs effortlessly. By clicking 'Accept with AI' it extracts key details like property address, issue description, and attachments, pre-filling fields for review, and easy editing. Preserve your preferred settings, such as priorities, due dates, and key collection options, while the AI suggests the most relevant information for other fields. With Co-Pilot, posting jobs is faster, smarter, and more efficient—bringing automation and accuracy to your workflows.

✨ AI-Powered Job Posting Simplified for Property Managers

Say hello to seamless job posting with our AI-powered Co-Pilot for property managers. This great feature analyses your input—property address, issue description, and attachments—to suggest job details, including titles, descriptions, service types, and more. With built-in flexibility, you can review, adjust, and finalise AI-generated details before sending jobs for owner approval or posting them directly. You can retain control with the option to switch to manual posting anytime. From cost estimates to asset suggestions, AI-powered Co-Pilot transforms your job management process, making it faster, smarter, and effortlessly efficient.

✨ AI-Powered Job Posting from Tenant or Owner Emails

Streamline job creation with AI-powered efficiency. By attaching tenant or owner emails, the system automatically extracts essential details like property address, issue description, and attachments, reducing manual input. Property managers can review and edit these fields to ensure accuracy before proceeding. Seamlessly integrated into your workflow, this feature allows the job posting process faster while maintaining control and precision, complete with an "AI" tag for easy tracking.



✨ Visibility of Unsubscribed Users

Property Managers can now effortlessly identify unsubscribed Owners and Tenants within the platform. This new feature clearly labels unsubscribed individuals with “[unsubscribed]” next to their names across key sections, such as job details, contact tabs, and work orders. While unsubscribed users remain visible for management purposes, all communications to them are automatically disabled, ensuring compliance with their preferences. Easily manage your tenant and owner relationships without the risk of unwanted communications.

✨ Enhanced Insights Report for Job Distribution Analysis

Gain deeper clarity into your operational performance with the Enhanced Insights Report for Job Distribution. Now available in your Jobs tab, this feature tracks the number of jobs created through the Inspection Manager (IM) channel, seamlessly integrated into your existing workflow.

Easily visualise and compare job creation across channels with detailed breakdowns, real-time updates upon job approval, and interactive insights. Leverage powerful filtering options to refine your data view and make informed decisions to optimise channel performance. Experience unparalleled visibility and control with this latest enhancement!

✨ Simplified Attachment Management for Owner Approvals

Managing attachments just got easier when sending jobs for owner approval. Instead of including attachments directly in emails, recipients can now access everything via a single, streamlined button: “Click here to view Attachments/Action this request.”

Attachments are neatly organised in the owner tracking dashboard, where all files can be downloaded, and saved as a zip file. Enjoy a clutter-free process, eliminate attachment errors, and streamline approvals with this practical enhancement!

✨ Smarter Asset Management for Seamless Operations

Keep your property records accurate and your workflow smooth with enhanced asset management controls.

  • Linked Assets: Assets tied to open jobs can no longer be deleted, ensuring essential resources remain accessible until job completion.

  • Restoration Made Easy: Deleted assets from completed jobs can be effortlessly restored using the “Restore Deleted Assets” drawer, providing flexibility for adjustments.

  • Clean-Up Simplified: Unlinked assets can still be deleted to maintain up-to-date records, all while enjoying clear notifications and intuitive actions.

This update helps Property Managers focus on efficiency, precision, and streamlined operations.

✨ Improved Organisation View Management in Communications

Property Managers can now enjoy enhanced control and efficiency with updates to the Organisation View dropdown under the Communications tab. New action buttons for Save, Close, Reset, and Select All provide seamless navigation and streamline workflows. Dropdown selections remain intact once saved, even if you navigate away or log out, ensuring continuity and focus on what matters most. Additionally, improved email handling allows you to easily manage and view relevant emails with saved filters, making communication more targeted and effective. These updates empower you to focus on tasks without interruption, ensuring a smoother property management experience.

✨ Designate Multiple Property Managers

Collaboration within property management teams is now easier than ever, and multiple property managers can be designated to access the Review Assets Dashboard. This enhancement allows Lead Organisation Admins to assign multiple Property Managers to handle tasks such as reviewing, approving, editing, deleting, searching, and comparing asset details. This upgrade ensures seamless management of new asset details from job postings and tenant submissions. Property Managers can now work together more efficiently, streamlining workflows and improving the overall management of property assets.

✨ Weekly Summary Email Activity Timeline

Property managers and service providers now gain full visibility of activity within the Weekly Summary for quotes and work order reminders email through enhanced timeline stamping.

When a Property manager-defined rule triggers the email, the system stamps the Property manager activity timeline, Service Provider activity timeline, and Property timeline for each job included. This ensures PMs have a complete record of reminders sent, reflected in the Generate Activity Timeline PDF.

For Service Provider-defined rules, only the Service Provider activity timeline is stamped, maintaining a clean focus while ensuring providers are informed and accountable. These updates streamline communication, improve transparency, and reinforce record-keeping with precise activity tracking across all jobs mentioned in the summary emails.

✨ Advanced Search: View All Snoozed Jobs

The New PM App now includes a "View all Snoozed Jobs" checkbox in the Advanced Search section, enabling property managers to filter and display snoozed jobs specific to individual users effortlessly. By selecting this checkbox under the "Organisation View" dropdown, you gain a comprehensive view of all snoozed tasks, each marked with a "Job Snoozed" tag. This enhancement streamlines task management, improves visibility, and ensures that your workflow remains organised and efficient.



Release Notes (Bricks + Agent) | October 2024

AI Powered Job Summary: Your Instant Project Snapshot

Experience streamlined job management with our new AI Powered Job Summary feature. Replacing the old overview tab, this tool provides a clear, concise summary of all job activities, updates, and key details. Automatically generated insights from emails, notes, and activity timelines are now unified in one view, offering real-time clarity on project progress. With the option to regenerate summaries on demand, staying up-to-date is effortless, enhancing both efficiency and time management.

✨ Stay Informed with Hands Free AI Summaries

Now you can listen to AI generated job summaries directly from the Job Summary tab—perfect for multitasking or getting updates while on the go. This new feature helps property managers absorb important details effortlessly, making it easier to stay up to date without the need to read through text. Click here to explore how this feature can make your workflow smoother and faster.

✨ Enhanced Asset Insights

Explore the updated "Assets" tab within the Insights section, featuring a detailed asset table to help you manage asset data efficiently. Filter by name, manufacturer, or other fields, and export comprehensive data to stay organised. With seamless sorting and filtering, managing assets has never been easier.

✨ Targeted Asset Notifications for Tenants

Tailor your tenant communications effortlessly with our new feature that allows property managers to select specific tenant types—Primary, Secondary, or All—when sending asset notifications from the Asset Register Dashboard. Ensure precise and efficient updates to the right tenants, with confirmation prompts and detailed activity tracking in the property timeline. Plus, the system automatically prevents duplicate emails, streamlining the process for better documentation and communication. Discover how this enhancement can improve your workflow and tenant engagement today.

✨ Prioritise Owner and Tenant Preferences with Enhanced Email Communication

The B+A platform now displays and prioritises owners' and tenants' preferred email addresses for all communications, from job approvals to invoices. Whether you're managing quotes or sending essential updates, you can be sure your emails reach the right inbox. If no preferred email is set, the system will default to the next available option. Plus, users can now log in with their preferred emails, syncing with the portal for a smoother experience. This update ensures streamlined, personalised communication every time.


Release Notes (Bricks + Agent) | September 2024

✨ Unlock Quick Insights with AI-Powered Job Summaries

One click to simplified, concise summaries for Job Descriptions! Now, Lead Org Admins can enable this feature in General Settings, providing Property Managers (PMs) and Service Providers (SPs) with an AI-generated summary for any Job description. No more sifting through long maintenance requests – with just one click, you can view a concise, bullet-pointed summary created by AI. This powerful tool helps you quickly understand the core of complex tasks, keeping job management efficient and focused. Enable the AI-Powered Job Summary today and see how it enhances your daily operations!

✨ Manage Quotes Silently with 'Do Not Notify Trades'

Received the quote and now need to post or update the job? We've introduced a new level of control with the 'Do Not Notify Trades' option in Quote Requests! Now, within the Assign Trade screen, Property Managers can handle quote requests without triggering any notifications to trades—no emails, SMS, or push notifications will be sent. Whether you're editing, rejecting, or cancelling quotes, the trades won't be notified, giving you more flexibility and control over your communications when managing job postings.


✨ New "Owner Rejected Jobs" Tag for Better Transparency in Job Status

Introducing a new feature in the PM app that adds a dedicated "Owner Rejected Jobs" tag. This tag will automatically be applied to jobs where the owner has rejected all received quotes, providing a clear understanding of the job's status for PMs. This will streamline the process for PMs by allowing easy access to all relevant details and actions related to jobs rejected by owners. However, this feature does not apply to properties categorised as ‘Strata’.

With the "Owner Rejected Jobs" tag, PMs can quickly locate and manage these jobs under a dedicated section in their dashboard, ensuring no time is wasted on confusion regarding job approval status. This enhancement supports seamless communication between owners and property managers, ensuring transparency and prompt actions in the job management workflow.

✨ Stay Ahead with Seasonal Recurring Job Email Notifications

Let Bricks+Agent take on some of that mental load! Our latest feature is designed to help Property Managers stay on top of their never ending mountain of To-Do's by automating the mundane! With Seasonal Recurring Job Email Notifications, you’ll now receive an automated reminder right when a seasonal job reaches its deadline. This ensures that no task slips through the cracks, giving you the peace of mind that all seasonal jobs are managed efficiently and on time. Whether you’re managing maintenance or overseeing larger projects, this new feature helps you stay informed and take immediate action with ease.

✨ Clarity for Timelines: New “Urgency” and “Due Date” Fields in Quote Request PDFs

Improved clarity on priorities & timelines is here with the inclusion of "Urgency" and "Due Date" fields in the Quote Request PDF for service providers. Now, timelines are clearer than ever, ensuring you have all the necessary information to manage job quotes effectively. Plus, we've updated the term "Non-urgent" for more precise communication, replacing the previous "Within a few days" label. Stay organised and in control with these new enhancements!


✨ Seamless Asset Synchronisation: Real-Time Updates from Inspection Manager to Bricks + Agent

Managing property assets just got easier! With our new real-time asset synchronisation feature, any asset added in the Inspection Manager (IM) will automatically sync to the relevant property in the B+A system. This means your asset data is always up-to-date without any manual intervention. Plus, you can now view important Area Level tags within the asset details, giving you full visibility and control of all your property assets in one place. Stay organised and efficient with seamless asset management across both platforms!


✨ Step into the Future of Property Management with 360 AI!

Revolutionise how you manage and inspect properties with our game-changing 360° AI feature! Now live at Inspection Manager! This powerful tool brings virtual tours and 360° images right into your inspection reports, making property evaluations smarter and more efficient than ever.

Ready to experience the future of inspections?


Release Notes (PM) | August 2024

✨ Seamless Payment Management: Advanced ListSure Integration in Bricks + Agent

We’re excited to announce that ListSure is now integrated with Bricks + Agent.

ListSure provides your landlords with a better way to pay their regular and unexpected bills. With ListSure, property owners can access funds for their bills now and spread the repayments over 12 months.

To enable this integration for your agency, please contact us at sales@proptechlabs.com. Our team is here to help you set up ListSure for Payments, ensuring a seamless experience for you and your landlords.

Click on the image below to discover more about this powerful integration.

✨ Streamlined Terminology Update: 'Budget' to 'Estimate'

We've made an important change to streamline our terminology and enhance clarity across all our platforms and communications. The term 'budget' has now been updated to 'estimate' to ensure consistency and better understanding. You’ll notice this change in job postings, work orders, email templates, and various dashboard elements. Property managers will now see 'Enable preset Estimate Options' instead of 'Enable preset Budget Options', and job details will feature 'Estimate' in place of 'Budget'. This update is designed to eliminate confusion and provide you with a more intuitive user experience. Enjoy a clearer, more cohesive workflow with this important terminology update!

✨ Navigate with Ease: Google Maps Integration Now Live

We're thrilled to announce our new Google Maps integration, designed to simplify navigation for property managers and service providers. With the addition of the 'View on the map' button in Work Orders and Quote Requests, both in-app and via email, you can now effortlessly access the property's location and directions with a single click. This feature opens Google Maps in a new tab, making on-site visits and job coordination smoother and more efficient. Enjoy the convenience of seamless navigation with this exciting update!

✨ Owner Approval Made Easier: Enhanced Approval Screen

We're delighted to introduce our enhanced owner approval screen, designed to streamline the approval process for property managers. When owners click "Approve/Reject/I will attend" on the tracking dashboard, a convenient drawer now appears for input, eliminating the need for page redirects. This improvement allows owners to swiftly approve or reject jobs or indicate their attendance, with a mandatory note added directly in the drawer. Enjoy a smoother workflow and increased efficiency with this user-friendly update!

✨ Simplified Invoice Review: View Completed Job Attachments

Property managers can now view completed job attachments directly within the "Approve Invoice" screen. This enhancement ensures all job-related documents and images are easily accessible during the invoice review process, reducing the need to navigate between different screens. A tag will display on the images so you can clearly identify the "before" image that was added prior to the work order being generate and the "after" image uploaded by the trade. Note that this feature is exclusive to property managers and does not apply to job postings done by owners. Enjoy a more streamlined and efficient invoice review process with this handy update!

✨ Boost Operational Efficiency: Enhanced Asset Management in Job Posting

Property managers now have an improved job posting experience with the new 'Link the asset' feature. This update allows assets to be linked at the first stages of the job posting process, making asset tracking and management more seamless. Additionally, the terminology has been updated across the system for clarity, with 'Selected assets' now referred to as 'Linked assets'. This feature enhances consistency and visibility in asset management, ultimately boosting operational efficiency.

We have also added in a new setting that agencies can turn on to automatically capture assets during job posting. When this setting is enabled, the system will automatically identify assets from the job title, job description, and job attachment.


Release Notes (PM) | July 2024


✨ Auto-Adding to Asset Register: Streamlined Job Posting Process

Property managers now benefit from an enhanced job posting process that automatically suggests relevant assets based on job details. During posting, images can be marked for direct inclusion in the asset register dashboard. A new toggle in settings facilitates asset scanning via job postings. After posting, identified assets are swiftly confirmed and added to the “To be Approved” basket in the Asset Register Dashboard. This streamlined approach simplifies asset management for increased efficiency.

Introducing the Review Assets Dashboard: Streamline and Enhance Asset Management!

We are excited to introduce the new Review Assets Dashboard, designed to streamline asset management for Property Managers. This central hub allows PMs to efficiently manage and approve new asset details collected from job postings and tenant uploads, including single-link tenant submission forms. Key functionalities include:

  • Search by Property Address: Quickly find assets using property addresses.

  • Approve or Delete Assets: Easily manage asset approval or deletion.

  • Identify Duplicates: Spot and manage duplicate entries.

  • Request Additional Details: Send convenient links to tenants for more information.

Additionally, assets can be categorised by their status: Pending Approval, Duplicates, Sent to Tenants, and Tenant Completed. These enhancements ensure greater efficiency and accuracy in managing asset details, greatly improving workflow for agencies.

✨ Simplify Asset Management!

We have created a simplified interface and a templated email that can be easily sent to tenants asking for their assistance in capturing photos of the assets in their property. Lead Org Admins can now send this link to all tenants, and Property Managers can target specific tenants from the "Assets" drawer.

All related activity is tracked in the "Activity" tab of each property. Tenants receive email requests and can easily upload photos via the provided link, which then saves these assets directly to your Asset Register. A well kept Asset Register helps to streamline your maintenance management and warranty tracking, so this feature helps you to with asset registration and management, enhancing efficiency and ease for both property managers and tenants.

Enhancement: Seasonal Recurring Jobs

Introducing the Seasonal Recurrence Type! Now, you can seamlessly post, manage, and track seasonal jobs. The system handles displaying the appropriate fields, generating relevant child jobs, and ensuring email notifications are sent to necessary parties, excluding parent job notifications. This enhancement automates job creation for seasonal demands, simplifying your workflow and focusing on essential tasks.

✨ Introducing Organisation-wide Unread Email Notifications

We are pleased to announce a new feature that enables organisation-wide notifications for unread emails. When activated, users will see an alert with the number of unread emails directly on the Communications tab. This setting is easily managed via "Property Manager Settings" under "Agency Configuration" in the Settings tab.

Key highlights include:

  • Visible Alerts: Unread email notifications appear on the Communications Tab icon in the left-side menu and the Email Timeline at the top right corner.

  • Efficient Management: Individual email read/unread status remains user-specific, ensuring efficient email management without disrupting current system behaviour.

This feature ensures you stay on top of important communications across your organisation.

Enhanced Notification Control for Recurring Jobs

We're excited to introduce a feature that gives property managers refined control over notifications for recurring jobs. When posting a parent recurring job and selecting options like 'Notify Owner', 'Notify Tenant via SMS', or 'Notify Trade via SMS', notifications will only be sent for child recurring jobs. This reduces unnecessary communications and keeps the activity timeline and generated Activity PDF free of parent job notifications. Invoices-only recurring jobs will skip the Approve Invoice drawer during the final posting step. If an invalid job ID is used when completing a parent job via email, users will receive a bounce-back error email. This enhancement streamlines communication, ensuring relevant parties receive the right information at the right time, and improves workflow clarity and efficiency.

Priority Due Date Default Setting

LeadOrgAdmin users can now adjust the default priority due dates for urgent and non-urgent jobs, ranging from 1 to 30 days, within the 'Property Manager Settings' under 'Agency Configurations' in the new Property Manager app. Please note, emergency priority settings remain unchanged and are excluded from this adjustment. This enhancement offers greater flexibility in managing job priorities effectively.

✨ Partial Payments Feature

In the new PM app, property managers using Console Cloud integration can now make partial payments for jobs with various statuses (Overdue, Scheduled, In Progress, Unscheduled). This functionality is accessible via the "Make a Payment" option under the job's "Overview" or "Details" tabs. Users can input invoice amount, description, and attach invoices for comprehensive record-keeping. Upon successful payment, a confirmation toast message appears, and payment details sync to Console Cloud, triggering email notifications to trades. Both property managers and trades can view and download invoices from relevant drawers and job details pages, ensuring seamless tracking and management of partial payments across all job statuses.

Email Forwarder for Internal Emails

Property Managers (PMs) can now forward emails directly from the “Emails” tab or “Communications Dashboard”. Users can select recipients, edit email content, and attach files as needed. Error messages alert users to invalid email addresses, maintaining seamless integration with the current email management system.

Job Number Generation Enhancement: Streamlined for Growth!

We are excited to announce an enhancement to our job number generation logic to better accommodate an increasing volume of jobs. The new format will follow the YYMMXXXXXX pattern, replacing the previous YYMMXXXXX format. Existing jobs will retain their current job IDs, while new jobs will receive IDs in the updated format. This change ensures that all job numbers are valid across various platforms, including email quotes and omni-channel postings. The new format will be applied consistently across all system interfaces, email notifications, and dashboard views, providing seamless tracking and efficient job management.


Release Notes (PM) | March 2024

Streamline Your Workflow: Smart Job Approval and Automatic Asset Integration!

The job approval process just got smarter! With the new update, the system can now automatically populate assets into the register by scanning and processing the details mentioned in uploaded invoices. Say goodbye to manual entries – this enhancement ensures a seamless integration of asset information, streamlining your workflow effortlessly.

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Revolutionise Your Job Management: Advanced Search with Enhanced Property Manager Access!

Property Managers now enjoy an enriched experience with advanced search functionality, enabling them to use the organisation view and access comprehensive job listings. The interface includes a dropdown menu featuring property manager names, ensuring efficient and relevant job searches. This improvement eliminates previous constraints, allowing all property managers to view unassigned properties without needing an 'Organisation admin' role. This update streamlines the search process, facilitating more effective job management

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Boost Efficiency with Streamlined Email Templates for Faster Owner Approvals!

Property Managers can now save and utilise email templates directly within the "Ask Owner Approval" process, streamlining communication and enhancing efficiency. The system supports both predefined and custom templates, with prompts to confirm important actions like deleting a template, ensuring a seamless user experience. Users can also conveniently edit template content within the same interface.

Streamlined Compliance: Instantly View Trade Licenses and Insurance Documents in Profiles!

With this update, you can now directly view the licence and insurance documents that Trades upload, right within their profile screen.

Simplify Your Invoice Management: Enhanced Controls and Clarity for PropertyTree PM Users!

We're excited to announce an update for our Property Tree Property Manager (PT PM) users, enhancing the management of cancelled invoices on completed jobs. Here are the key improvements:

  • Error Notification: An error message will now appear if you attempt to cancel an invoice that another user has already cancelled for the same job.

  • Single Cancellation: The "Cancel Invoice" button is now a one-time action to prevent duplicate cancellations.

  • Simplified Interface: We've removed visible emails and stamps associated with cancelled invoices to reduce confusion.

  • User Control: The original user who cancelled the invoice retains the ability to manage it.

  • Navigation: To cancel an invoice, simply navigate to the completed job and select the "Cancel Invoice" button.

This update is designed to streamline invoice management and enhance user experience. Should you have any questions or require further assistance, please don't hesitate to contact us.

Seamless Communication Update: Clear Visibility on Service Provider Email Preferences Across the System!

  • In this update, if a job is assigned to a Premium Service Provider (SP) who has chosen not to receive email messages by enabling the "Don't send me any messages" setting, you will see a tag that says "Email Notifications Turned off: All" in these parts of the system:

    • Email Tab on the Job details screen.

    • SP Mini Profile on the Assign Trade screen

    • Trade Selected information on Job Details Tab

Effortless Task Management: Introducing Enhanced Job Cloning with Note Continuity in Our New PM App!

The new PM app now includes an enhanced job cloning feature. Property Managers can opt to clone a job along with all associated job notes, ensuring continuity and access to previous conversations and details pertinent to similar tasks. This toggle option, "Clone with The Job Notes," is designed to streamline the job duplication process while maintaining the privacy of notes, which will only be accessible to the Property Manager.

Never Miss a Beat: Effortlessly Track Email Bounce Status with Our Latest Update! 

With our latest update, if an email you've sent to an Owner, Tenant, Service Provider (SP), or any external parties fails to deliver and bounces back, you can now effortlessly track its "Bounce" status directly from both the Email and Activity tabs.

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Release Notes (PM) | January 2024

✨Ability to create a tenancy invoice for vacated tenants

  • You can now view the created tenancy invoices on the "Attach Invoice" screen.

  • With this release, all vacated tenants who are not archived will be displayed (along with a “Vacated” tag) under the Create Tenancy Invoice section.

✨Introducing new features for Reapit users in Bricks+Agent

  • With this release, you can post a job and approve job with an invoice attached as a Reapit integrated property manager within Bricks+Agent. It will also be synchronised to Reapit.

  • In addition, you can now add a property, add tenants, or add landlords to the Reapit system.

✨Enhancements for the default budget and urgency settings

  • The "Enable Preset Urgency and Budget Options" setting will be renamed to "Enable Preset Budget Options." As a result, only budget-related options will be visible within this setting.

  • Job urgency settings will no longer be part of this configuration, all jobs are automatically categorised as 'Non-urgent' by default.

✨ Enhancement of the email templates under the Emails Tab

  • With this release, you can edit, delete, and apply the saved email templates.

  • In addition, you can view all saved email templates created by any PMs in your agency.

✨ Enhancement of service types for New Zealand Property Managers

  • In this new update, property managers in New Zealand can now choose the main service type and a single sub-service category when posting a job/editing a post. This gives more flexibility in describing the services they need.

✨ Now your mobile phone number is not mandatory

  • With this release, when you create an account or update your profile, the mobile phone number field is not mandatory.

  • In addition, you can now enter a mobile phone number without the country code.


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