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Rolling Out zlien: Communicating the Benefits

How to Thrive When Your Boss is Never Around

Posted by Charlotte McPherson

4/12/18 8:57 AM

Your boss is out in the field or in meetings all day, everyday. When you do see her, she’s on the phone or busy with no time to talk. Your emails go unanswered and you never know when you’ll see her next. Sound familiar?

Some may think that a boss who is never around is a good thing, but that’s not always the case. An absentee boss means that they’re too busy to answer your questions, provide direction, and give approval, which can put you in a hard spot. Do you proceed and risk doing the wrong thing or do you wait until they are available (days or weeks later) and risk missing a deadline or delaying a project?  Playing this guessing game is neither fun nor efficient. Plus is means that you’re performance is at risk.

Although you can’t control your boss’ schedule, there are some steps you can take to prevent finding yourself in this bind (or at least have it happen less frequently).

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Topics: Best Practices, communicate, notice policy

Quick Tip: How to Export a List of your Documents or Projects

Posted by Charlotte McPherson

4/9/18 12:53 PM

Here at zlien, we understand there are times when you need to export information from your account. Whether that’s to make a pivot table in Excel or to print off a physical list, this article will walk you through how to download a spreadsheet of your data.

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Topics: training, Best Practices, new zlien

Quick Tip: How to Customize your zlien Page Views

Posted by Desiree Baez

3/29/18 11:11 AM

Since so many different types of companies use zlien, there are many ways that you can customize your zlien account. One of the most popular customizations is adjusting the column headers on the different page views.

This personalization allows you to easily see the information that’s most relevant to you while also makes it very simple to sort this information.

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Topics: training, Best Practices, new zlien

zlien Outbound Support: What It Is and Why You Get Calls

Posted by Erin Classen

3/28/18 10:00 AM

 

Our support team is always here to help if you have questions about zlien or mechanics lien resources in general. You probably know that you can contact us by phone, email, or live chat, but did you also know that we may sometimes proactively reach out to you about an order in your account?

To do as much as we can to help users resolve their JobSight alerts and get orders out as quickly as possible, we may give you a call! These calls are made as a courtesy by our outbound support team, which is made up of members of our support department.

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Topics: Best Practices, Order Help Article

15 Minutes to Spring Clean your zlien Account

Posted by Sean Landry

3/20/18 4:36 PM

When the days get longer and the air gets warmer, it's time to throw open windows and do some spring cleaning.  You may already be planning a closet or garage purge, but don't forget about staying organized at the office.  Spring cleaning at the office can have the same great benefits such as improving your mood and saving you time. 

Here's how you can take 15 minutes today to clean up your zlien account to set your spring up for success.

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Topics: Best Practices, new zlien, jobsight

3 Proactive Tactics to Get You Paid

Posted by Charlotte McPherson

3/16/18 4:30 PM

Would you prefer a life vest to help prevent you from drowning or a lifebuoy after you're already in rough waters? Let's hope no one is drowning (or drowning in work), but it is important to consider your strategy for preventing tough situations.  These 3 tips will help your company take a proactive approach to getting paid quickly so you can stay afloat.

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Topics: Best Practices, communicate, customer relationship, preliminary notices

How accurate is your project information?

Posted by Charlotte McPherson

3/13/18 10:35 AM

Whether you gather data from your customers or research it yourself, getting the details wrong can put your company at risk. Just how accurate is your information? We've dug into our JobSight research data to give you some insight into the answer.

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Topics: Best Practices, jobsight

Strategies for Making Protecting your Lien Rights a Habit

Posted by Gretchen Lynn

3/8/18 12:06 PM

Achieving success in zlien and protecting your lien rights is not a one-time achievement.  This is an on-going experience, and you’re going to get the most value by forming habits. Some of these habits will be quick wins for you and your company, and others will build up overtime with long-term gains. In this blog, we’ll help you set yourself up for success by setting  strategies for making protecting lien rights a habit for you and your business.

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Topics: client success, customer relationship

Resolved Issue: Limited Access to zlien

Posted by Madeline Fortino

3/2/18 9:48 AM

March 2nd, 2018 | 12:35 CT [RESOLVED Issue]: We received reports that users were experiencing issues logging in and using the zlien site during the morning of March 2nd, 2018. This issue was resolved by our development team as of 12:15 pm CT, and we can confirm the zlien site is running. We want to apologize any inconvenience this may have caused.

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Topics: announcements

System Release: Integrate QuickBooks Online With Your zlien Account

Posted by Jessica Fortino

2/26/18 2:08 PM

What it is

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Topics: system release