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Rolling Out zlien: Communicating the Benefits

Sarah Toulmin

Recent Posts

How to Optimize your zlien Account Set Up

Posted by Sarah Toulmin

8/24/17 4:51 PM

Users that want to get the most out of zlien will use the platform to  delegate tasks, manage projects, and build better reporting for lien rights and credit management.

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Topics: training, client success, Best Practices, new zlien

System Release 8/15/17: New In-App Process for Using JobSight Research Services

Posted by Sarah Toulmin

8/15/17 3:03 PM

zlien's JobSight Research service has always provided incredible value for our subscribers. Now new improvements to the way we communicate research findings to your team will make the service even more integral to your process.

If you've asked us to contact you about data we find when we research your orders, this release is relevant to you!

The biggest change for subscribers will be learning the difference between our new notification styles: "Suggestions" vs.  "Alerts"

  • "Suggestions" are tied to your projects and do not expire. "Alerts" are tied to your orders and DO expire. 
  • "Suggestions" are a type of research notification. We send Suggestions when we find new or different information on your project that is relevant to your order AND your project as a whole.
  • "Alerts" bundle together all the research notifications on an order (including Suggestions) and pause your order so that you can review what we found and approve changes to your document.
  • If an Alert expires, the Suggestion(s) will remain available to be resolved after an order is completed.
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3 Construction Notice Policies That Work

Posted by Sarah Toulmin

8/15/17 10:43 AM

Being reactive about securing lien rights is not a policy, but it is an excellent way to ensure you continue to run into payment problems. 

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3 Strategies for Explaining Your Lien and Notice Policy to Your Customers

Posted by Sarah Toulmin

7/25/17 11:17 AM

Protecting your lien rights doesn't have to put a strain on your customer relationships. The reality is that notices are sent primarily for the benefit of your customer and parties up the chain. If you can communicate your policy well, your customer relationships will grow stronger as a result. Follow these three tips for explaining your policy to customers to ensure mutual understanding and positive relationships.

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Topics: Best Practices, partnerships, communicate, customer relationship

How to Roll Out Your Lien and Notice Policy to Your Coworkers

Posted by Sarah Toulmin

7/24/17 1:43 PM

So you're ready to kick off your notice policy and start being proactive about protecting your lien rights! Congratulations - this is something to celebrate, and we're here to help you do it.

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Topics: training, client success, Best Practices, customer relationship

5 Awesome Reports You Can Pull in the New zlien Platform

Posted by Sarah Toulmin

7/11/17 11:35 AM

Feature improvements in the new zlien platform make finding and organizing your data easier than ever. We've been so inspired by the creative reports our customers are generating using our new smart filters, customizable table columns, and custom CSV exports that we decided they were too good not to share!

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Topics: client success, Best Practices, customer relationship

Automated. Efficient. Easy. Are you ready to input your data into zlien using spreadsheet imports?

Posted by Sarah Toulmin

10/5/16 9:00 AM

Does your company's high project volume make manual data entry into zlien a constant struggle? Do you waste time every month updating invoice information across multiple different systems? Save yourself the headache and sync all your project and invoice information to zlien using spreadsheet data imports.

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Topics: client success, Best Practices