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Rolling Out zlien: Communicating the Benefits

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

Steps to take in zlien after you get paid on a job

Posted by Gretchen Lynn

8/29/17 10:35 AM


You just received final payment on a job!  First, you do a happy dance!  Second, you have to close out this job on your end.  Here are some tips and steps to take in 
zlien after you get paid on a job.  You can insert these easy steps into whatever workflow your company already has in place to help you get the job done quickly! 


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Topics: Best Practices, customer relationship

4 Tricks to personalize your zlien account

Posted by Gretchen Lynn

8/4/17 10:02 AM



We've got many tips and tricks up our sleeve to help our customers customize their account and get the most value out of  zlien.  Whether you want to have special ordering preferences do the job for you, or personalize the mail you send through  zlien, in this article we'll cover 4 tricks to help you  personalize your  zlien account. 
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Topics: Best Practices, customer relationship, new zlien

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