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We recently changed support vendors

Posted by Gretchen Lynn

8/25/16 3:01 PM



We recently changed support vendors this week, and that means we're using a new software to receive, track and reply to your support requests.  You may experience some delays in response when opening a new support ticket or replying to an open conversation.  Support tickets are created when emailing mail@zlien.com.  

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Topics: announcements

System Release: zlien is now integrated with QuickBooks

Posted by Gretchen Lynn

8/17/16 9:06 AM

Does your company use QuickBooks to manage invoices and payments?  You can now integrate your zlien account with your QuickBooks account to sync invoices, track payments and add projects.  

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Topics: system release

System Release: Contacts Page

Posted by Madeline Fortino

8/5/16 4:10 PM

A new zlien feature is here to help you get your ducks in a row: get ready for the Contacts Page! We know how important maintaining customer relations is for your business, and it's our goal to make this easier than ever. Get ready for zlien to be your favorite customer relationship management tool, while securing and protecting your lien rights all in one platform.

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Topics: client success

How to Decrease your JobSight™ Notification Emails

Posted by Madeline Fortino

8/2/16 10:38 AM

Are you a subscriber ready to decrease how many JobSight™ Notification emails you receive? These time sensitive notifications are important to manage in your zlien account, but too many notifications can be pesky and hard to sort through. The good news is you can utilize your account settings to ensure you're only receiving the important notifications you want to receive, and minimize the amount of emails you might be getting in the process.

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Topics: client success

zlien July 2016 - Monthly Update

Posted by Krystal Henderson

8/1/16 9:35 AM

As the days wear on, zlien strives undaunted on our journey toward the most innovative platform for lien rights management. Dive in for updates on our feats, deeds, and features!

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Topics: announcements

System Release: Selecting Contacts in Queue Workflows

Posted by Antoinette Abboud

7/29/16 10:00 AM

If you are using zlien workflows to automate your notices, we have a new feature for you. Now, when you select to Automatically process items or choose the Opt-out method, you can select if you want that order sent to all contacts listed on the order, or just to the required project contacts.

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Topics: system release

Customer Relationship Series: What to do When your Customers Complain

Posted by Antoinette Abboud

7/22/16 10:00 AM

The zlien platform exists to help you manage your notice and lien process, and get you paid on all of your projects. But zlien is a lot more than that. It also exists to help you manage your customer relationships. This Customer Relationship series will cover how to create successful relationships with your customers from the start. Once you have established a notice and lien policy, communicated that policy with your sales team and developed a rapport with your customers, you can start working with a company policy on how to manage your relationship with customers when things go wrong. This post will cover how to create a policy on managing customer issues and complaints.

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Topics: Best Practices

Hall of Claims - July 2016

Posted by Madeline Fortino

7/21/16 10:00 AM

Our monthly review where we recognize amazing customer service and diligence from the greatest in recording, statute, and lien best practices...along with the lackluster. Take a look at who hits bullseye, and who is out of bounds.

This month we look at states that require proof of delivery when filing a mechanics lien. Sending a mechanics lien to other parties, such as the property owner, is sometimes required at the same time or before filing the mechanics lien. A few states require proof that the lien was sent out to conacts in order to even properly file the lien. This month, we examine a state with an incredibly easy proof of delivery method, that makes the process quick and painless. We will also take a look at one state that requires a very arbitrary but time consuming extra step for proving delivery. Hint: it generally involves a mandatory trip to the post office.

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Topics: client success, county recorders

Your Feedback Helps Us Grow with You

Posted by Madeline Fortino

7/20/16 10:30 AM

In the past few months, it's been our mission to hear feedback from all of our subscribers. Have you ever used one of zlien's features and realized it made your day much easier? Or have you ever used a feature and thought "this could be better"? We want to hear about it! Your feedback shows us ways we can improve the platform to make your experience easier and the features we offer more effective. Our June survey had some great insight on how you, the zlien subscriber, feels about zlien - and we are so excited by the results! We appreciate your input and want to share some excellent ways your feedback inspires us to grow with your business.

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Topics: announcements, client success

Archiving Projects | How to Keep Your zlien Account Organized

Posted by Charlotte McPherson

7/19/16 9:30 AM

Spring may be over, but that doesn't mean you need to slow down on the spring cleaning!  

One of the features that zlien offers to help keep you organized is the ability to archive projects. It’s a great way clean up your account and keep it as meaningful as possible. Archiving a project is easy to do and makes the information relevant and actionable.

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Topics: client success, Best Practices