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Rolling Out zlien: Communicating the Benefits

How to manage your team using zlien

Posted by Charlotte McPherson

10/5/17 4:29 PM

Over the years, the zlien community has grown significantly. As we head into the fourth quarter of 2017, our customer base is continuing to grow with construction companies spread across all 50 states.

Some of those customers are smaller shops with just one person in the office using the zlien platform. But others are medium to large businesses with many different team members and stakeholders that are using the platform. Some of these larger customers also have multiple locations, and may do business on regional or even a national basis.

(As a side note: Since many of our active customers have multiple users on the zlien platform, we actually have many thousands of users logging in to the zlien every day.)

We wanted to take a minute to give some advice to the members of our community that have multiple users or stakeholders actively using their zlien account. As we get to know each of you, we often learn about helpful “tips and tricks” some of our customers use to get the most out of their zlien subscription. And the User Success team is always looking to pass along best practices - really, any information that will help you leverage the zlien platform to do your job better, faster, and easier.

With that being said, here’s some advice that we’d like to share with you:

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Topics: client success, Best Practices, zlien dashboard

What your Customer Service & Support Teams need to know about zlien documents

Posted by Gretchen Lynn

10/5/17 8:40 AM


If your company has a dedicated support or service team, they are likely receiving calls and emails from your customers or other project participants regularly.  The support interactions could range from questions about your product or services, to invoice disputes or even questions about documents they received.  The documents could be preliminary notices, notices of intent to lien or perhaps an actual mechanics lien claim.  Although you and your department may be responsible for managing the lien and notice process, you may not always be the first person or department contacted regarding your liens and notices.

In this article, we'll help you best inform your company and cover what your Customer Service and Support Teams need to know about  zlien documents. 

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Topics: client success, Best Practices, customer relationship

JobSight Alerts/Suggestions: How to Resolve Them

Posted by Julie Leveque

9/28/17 11:00 AM

Have you recently received a  zlien JobSight Alert or Suggestion? This post will show you where to go in the new version of the zlien platform to resolve them!

What is A JobSight alert or suggestion?

 To give a quick summary, "Suggestions" are directly related to your project as a whole and do not have an expiration date to resolve.  "Alerts" are tied to an individual order and do have an expiration date to resolve. To get an in-depth look at this new zlien release, this article will go over the differences between these two notification styles. 
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Topics: Best Practices

How to Retract Your Notice in the New zlien

Posted by Nate Emmerson

9/27/17 10:00 AM

You may be familiar with order retraction letters, which you can send when you want to inform someone they should disregard a previously-received notice (for example, parties who were sent a notice in error, or if you received payment after sending a notice of intent to lien). We are happy to announce that this feature is now available in the new version of zlien as well! Read more for step by step instructions on sending a retraction letter through the new zlien interface.

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Topics: Product Releases, Best Practices, new zlien

How to Get Value out of your JobSight Insight Report

Posted by Jason Bull

9/26/17 12:28 PM

zlien’s JobSight InSight Report can help you make sure you are getting the most out of your subscription.  Whether you are new to zlienor if you've been a customer for years, there is a lot of value to uncover in our newly released JobSight Insight reporting. 

If your account includes JobSight Research, zlien’s JobSight Team verifies the project information on your documents. This verification involves checking the provided project data against nationwide property and project databases, public records, and zlien’s internal database of more than 1,000,000 construction projects.  If your account currently does not include research, ask us about getting this added to your documents and projects.  You can reach out to your zlien account manager or email us at mail@zlien.com

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Topics: client success, Best Practices, jobsight

Best practices for securing lien rights as a material supplier or equipment lessor

Posted by Sarah Toulmin

9/25/17 4:36 PM

Material and equipment suppliers on construction projects face unique challenges in preserving and enforcing lien rights, as construction lawyer and zlien CEO Scott Wolfe highlighted recently on our blog: Top 4 Mechanics Lien Law Challenges for Material Suppliers and Materialmen

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Topics: Best Practices, preliminary notices

What zlien's most successful customers are NOT doing: Don't let this be you!

Posted by Gretchen Lynn

9/25/17 12:25 PM


If you've been a zlien customer for a while, then you've likely heard me or your account manager tell you that it's our job to help you get the most value out of zlien, be more successful at your job and have the absolute best experience.  We've seen numerous success stories come through the door, and it's really exciting when a customer reaches that WOW moment of success.  On the flip side, we see a handful of folks who are almost fighting success.  Bad habits can prevent you from seeing the true value of your zlien account.  

In this article, we'll cover what zlien's most successful customers are NOT doing and how you can avoid these bad habits.  Don't let this be you - let's get you on track to be the next zlien success story!

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Topics: client success, Best Practices, jobsight, preliminary notices

Top 5 mechanics lien rejections & how to avoid them

Posted by Krystal Baines

9/14/17 4:02 PM


When it comes to filing mechanics liens across the country, zlien's Lien Control Team may suffer from a slight fear of rejection.  We use that fear to fuel our filing success rates across the country and help zlieners file documents accurately and quickly.  We've filed thousands of liens and in just about every county and parish. With that, we've seen some common rejection trends and even a few unique head scratchers.  Based on all of the historical data we've collected, you can see the top 5 mechanics lien rejections and how to avoid them.  

It's our job to store all of the recording preferences and needs for each recording department across the country, and you should use our tips below to make sure you never fall to the rejection beast!  At the end of the day, it's your money that you're trying to collect, and it's our job to help you file the lien to get paid.  We can work together to achieve great things. 

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Topics: Best Practices

Send Those Prelims. Contractors Understand.

Posted by Ted Rectanus

9/12/17 11:59 AM

Taking steps to protect one's interests is status quo in the business world. Who hasn’t protected a big financial purchase with a warranty? Who hasn’t had some sort of insurance measure in place in case of emergency? The same mindset is held among most general contractors and property owners when they receive preliminary notices from their subs and supplies when they begin a project.  

Trust me, if you send those prelims, contractors will understand.  In this article, we'll help you understand why!

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Topics: Best Practices, preliminary notices

What Information Do You Need to File a Document through zlien?

Posted by Ted Rectanus

9/12/17 11:16 AM


When it comes to filing documents through zlien to secure or enforce one’s lien rights, many contractors are faced with a dilemma: what job information will I need in order to file a document? Nothing is worse than starting the process to get paid faster just to find out you don’t have the required information handy.

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Topics: Best Practices, jobsight