Feature Requests

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couple of enhancement ideas 13 replies

Chris Hynes
Oct 12, 2018 8:33 PM
OR Team Member Joined Oct, 2012 1403 posts

You can do scheduled payments on the booking, but not a full payments schedule for quotes and offline payments.

Once we round the corner on our channel integrations, which has been the focus this year, we'll be moving on to new things like full N payment schedules.

couple of enhancement ideas 13 replies

Sloanish
Oct 12, 2018 3:56 PM
Joined Jun, 2018 152 posts

I really need 3 payments for my leases. This is a year old - any chance this feature will be done soon?

Gift Certificates 14 replies

TheGrandHacienda
Oct 11, 2018 10:00 PM
Joined Apr, 2018 17 posts

Is there any way to sell gift certificates through OwnerRez?

Inquiry list Status column improvements 0 replies

SBF VR
Sep 30, 2018 9:37 AM
Joined Jul, 2018 29 posts

1. Status says "Quoted" even after the quote expired. would be good if it showed "Expired" for those.

2. Would be great to have another status I can apply to an inquiry/quote: "rejected" or "booked elsewhere" or something like that. Three days after a quote is sent, I send a follow up email to the ones that haven't booked, so having a way to remember that the guest responded with "no" would help keep me from sending a follow-up e-mail to that guest.

Sticky Filter for Rates 3 replies

Sloanish
Sep 2, 2018 3:12 PM
Joined Jun, 2018 152 posts

Waiting for sticky and have a similar idea.
When testing using multiple windows it would be nice if each rate and season had a "SAVE" and a "SAVE & CLOSE" button.
This way I could save the rates but not have the window close. Much faster testing.
Also
For clients it would be nice for them to have a calculate button and a submit button.
They would then get to test and refine their dates before submitting them as final.

Integration with Mailchimp 50 replies

Chris Hynes
Aug 31, 2018 1:39 PM
OR Team Member Joined Oct, 2012 1403 posts

We don't have direct integration with MailChimp.

Instead, use the Email List report in the Reports section to dump all of the data from OwnerRez and import that into Mailchimp or any other email tool.

Integration with Mailchimp 50 replies

Sloanish
Aug 29, 2018 4:34 PM
Joined Jun, 2018 152 posts

Has this been done?
We have that Contact 7 form and a Widget with Ownerrez that is supposed to handle reservations and quotes.
And we also have Mailchimp which is what I use for my mailing list - I have 580 names on that.
On our website and in our Social Conversions we would ideally use one form that adds people to Mailchimp AND routes the inquiry to ownerrez.
Automation - a wonderful thing.
Please update this topic if it exists or doesn't.


Mobile version of calendar widget 5 replies

Chris Hynes
Aug 21, 2018 4:27 PM
OR Team Member Joined Oct, 2012 1403 posts

The widgets should automatically resize down on small screens -- do you have an example page where that's not working?

Mobile version of calendar widget 5 replies

Randy Juneau
Aug 21, 2018 4:20 PM
Joined May, 2012 37 posts

Is there a mobile version of the calendar widget available? Also an interactive multi property calendar widget would be nice.

Tester Option could be better. 1 reply

Chris Hynes
Aug 18, 2018 7:13 PM
OR Team Member Joined Oct, 2012 1403 posts

The best thing to do is to open multiple browser tabs. That way you can test in one and make changes in the other.

You can also open rate tester in its own separate tab (instead of the modal) by middle clicking the link.

Tester Option could be better. 1 reply

Sloanish
Aug 18, 2018 6:45 PM
Joined Jun, 2018 152 posts

Can the Test Option for rates be allowed to float so you can edit the rates and retest without having to enter the data again?

It would be great to have a link to the tester directly from this list.
https://app.ownerrez.com/seasons

The rate checker could be more useful. For example the ! that indicates an error - how cool if that took you to the area where you needed to edit the rates.

Change TODAY Highlight Color in the Booking Calendar 3 replies

Monica R
Aug 13, 2018 4:40 PM
Joined Feb, 2018 86 posts

YESSSSSS this! It would be so nice to be able to choose the "today" color because well, my eyeballs aren't spring chickens anymore either! :-)

Monica

Change TODAY Highlight Color in the Booking Calendar 3 replies

Sasquatch
Aug 13, 2018 10:57 AM
Joined Feb, 2018 18 posts

I've got 5 properties, so my booking calendar can get pretty busy. TODAY is always marked by a light yellow background, but it just doesn't stand out well enough when I've got a lot of bookings. I'd like the option to change the highlight color (or just see it permanently changed to something more noticeable), as the light yellow is not noticeably different enough for my old eyes.

Auto-Block Time with No Std. Rate 0 replies

Sasquatch
Aug 13, 2018 10:54 AM
Joined Feb, 2018 18 posts

I have some timeshare weeks that I rent. It's a bit of a pain to manually block all of the time not used. The way that VRBO does this is great, in that I can set seasons for the weeks that are available, and NOT set a standard rate. Any time that does not have a rate set is essentially blocked.

I've spoken to VRBO about this and it seems whomever I talk to is unaware of this 'feature'. My worry is that it might go away sometime, and then I'll be stuck needing to set my individual week rates AND block off the time that I don't have available.
I think it would be great if I could do this in OR and then just let the calendar sync the blocked time to the OTAs.

If there is some reason that this feature would be undesirable for non-timeshare owners, then perhaps a toggle that allows us to turn it on when necessary.

Block bad guest 25 replies

Susan H
Aug 12, 2018 8:47 AM
Joined Feb, 2016 20 posts

I would like to have a way to block a bad guest email and/or ip from hitting my website and booking. Some guests I just don't want back. Right now I allow guests to automatically book my condo. Im open to different ways to accomplish this other than sending an email that says I'm sorry my husband booked these dates and I didn't know.

Thanks.

Guest phone number type default 0 replies

Janice T
Aug 7, 2018 1:36 PM
Joined Mar, 2016 63 posts

I'd like to have a way to set a default phone number type which would be shown on reports (much like you can do with cell phone contacts). This would just be by account - not needed at the individual guest level.
Example: I use mobile numbers for contact and door code purposes. If a guest enters all their various numbers, their home phone number shows on reports.

Quickbooks Desktop 11 replies

Paul W
Jul 30, 2018 8:30 AM
OR Team Member Joined Jun, 2009 864 posts

Hi Norman, sorry for the delay on this. Just noticed your response here from a couple weeks ago...

I don't have any documentation on the QB Desktop imports. Other users here may be able to instruct you in that. Yes, QB Online isn't cheap. It used to be, but then they did a bunch of work, cornered the market and drove the price up.

You don't have to use the Class attribute. Personally, I would recommend it since it allows you to pivot your reports by that, but you don't have to. See if you can get Department/Location attributes in QB without paying for Class. Department/Location can do the same type of tracking.

We do not, internally, have reports for income/expenses. We have avoided building out a lot of accounting features since our focus is on the booking side and we want to do well at that. Once we go accounting, the number of expected features would explode (double entry bookkeeping, chart of accounts, taxes, journal entry, depreciation, balance sheets and so on) and we don't want to head in that direction. We want to focus on the booking side of things.

RATES Widget 7 replies

Chris Hynes
Jul 20, 2018 5:48 PM
OR Team Member Joined Oct, 2012 1403 posts

Sweet!

Rates sync with booking.com right now, and there is an Airbnb push in beta. We're working on HomeAway.

RATES Widget 7 replies

Sloanish
Jul 20, 2018 10:59 AM
Joined Jun, 2018 152 posts

I think it is working now.
Which sites will my rates sync with? HA, VRBO, AirBNB?

RATES Widget 7 replies

Chris Hynes
Jul 17, 2018 4:09 PM
OR Team Member Joined Oct, 2012 1403 posts

Which season is out of date order?

End Date Default 2 replies

Sloanish
Jul 17, 2018 3:43 PM
Joined Jun, 2018 152 posts

Great
While at it you might want to see if you can implement the Quicken / Quickbooks protocols for date shortcuts
I will bet there might even be code on the internet - maybe Intuit will give you the code
https://help.quickbooks.intuit.com/en_US/kb/keyboard-shortcuts-quickbooks-desktop-functions/000008231_en_US:SALESFORCE.modal

+ Advance to the next day
- Previous day
T Today
W First day of the Week
K Last day of the Week
M First day of the Month
H Last day of the Month
Y First day of the Year
[ (left bracket) Same day in previous week
] (right bracket) Same day in next week
; (semi colon) Same date last month
' (apostrophe) Same date next month
Alt+Down arrow (↓) Opens the calendar for date selection (the small date calendar, not the “Calendar” feature)

Sticky Filter for Rates 3 replies

Sloanish
Jul 17, 2018 3:32 PM
Joined Jun, 2018 152 posts

Great - thanks

Seeing Holidays in the popup calendar 2 replies

Sloanish
Jul 17, 2018 3:30 PM
Joined Jun, 2018 152 posts

Neither shows holidays.
It would be nice to see if you have a holiday in play while creating a quote / inquiry without having to refer to another calendar.

Quickbooks Desktop 11 replies

Sloanish
Jul 17, 2018 3:28 PM
Joined Jun, 2018 152 posts

Is there any documentation on how they do that?
I was just on the phone with QB - no deals after 1st year. Just wanting class will make you pay $720 a year.
Do most people just consolidate all their properties into one line?
What level of QB Online do most use?
Do you have reports that can break down the properties into columns by income and expense? I kind of doubt that.
Any other accounting options?

RATES Widget 7 replies

Sloanish
Jul 17, 2018 3:22 PM
Joined Jun, 2018 152 posts

Better but with some of the same issues as before but just with May and Memorial day still at the bottom
https://captainmorsehouse.com/booking/

I noticed that when in season if you sort by period it does not sort the way one would expect.
In rates by season it sorts correctly now.

I put in a feature to have the filter stay on (sticky) until the user changes it. Moving back and forth from seasons to rates wipes out the filter settings.
I also would like to see a ribbon filter so you can adjust them without opening the filter dialog box

Quickbooks Desktop 11 replies

Chris Hynes
Jul 17, 2018 10:27 AM
OR Team Member Joined Oct, 2012 1403 posts

We've considered QuickBooks Desktop integration, but it doesn't offer full sync support that would let us make updates to invoices and payments as incidentals are added and payments come in.

We do have reports and exports for bookings and charges and payments, so some folks will dump those to Excel and then import to QB desktop that way.

RATES Widget 7 replies

Chris Hynes
Jul 17, 2018 10:22 AM
OR Team Member Joined Oct, 2012 1403 posts

Mmm... That's a good one. It was actually already adding a year, but it was adding this year. What you actually want to do is look at the date and see if the season end has passed as of today. If not, use this year for sort. If so, use next year for sort.

We just pushed up a hotfix for this. How's it looking now?

Seeing Holidays in the popup calendar 2 replies

Chris Hynes
Jul 17, 2018 10:15 AM
OR Team Member Joined Oct, 2012 1403 posts

Which popup, on the quick quote? Or in the inquiry widget?

Calculate field length 1 reply

Chris Hynes
Jul 17, 2018 10:14 AM
OR Team Member Joined Oct, 2012 1403 posts

Yep, and cap it.

End Date Default 2 replies

Chris Hynes
Jul 17, 2018 10:14 AM
OR Team Member Joined Oct, 2012 1403 posts

Yep, this is a good one. We need to standardize the different pickers we use and add that feature.