5 zlien Features You Should Be Using
Transcript of 5 zlien Features You Should Be Using
Thanks for joiningGretchen Lynn
zlien Director of User Success !
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Today’s Agenda
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Adding Trigger Dates!Setting Custom Workflows!Generating & Sending Waivers!Archiving Paid Jobs!Solving Research Notifications!
Most Frequently Used Trigger Dates
First Date Labor or Materials Furnished
Last Date Labor or Materials Furnished
Next Actions
First Date
Last Date
Preliminary Notice
Notice of Intent or !Mechanics Lien/ !Bond Claim
zlien WorkflowsUsers can set custom workflows based on historical data and user preferences to drive projects needing attention into their queue or completely automate a filing process - such as preliminary notices
– Let the zlien Dashboard generate the waiver text. You simply select the project, provide waiver details and click “Build.”
“Which lien waiver form should I use?” !
“Should I sign the waiver that my customer sent me?
Construction Payment Blog
Click Here to Read More: http://zlien.us/unfair-waivers
Once a project has been added to the zlien dashboard, users can generate & send lien waivers
anytime
Is your customer or a General Contractor demanding that a waiver be notarized?
No problem - !
you can include a notary block anytime
Click the Trash Can to Archive a project from your “Projects” or “Orders” tab
*This will not cancel an order or trigger a lien release
If your project has missing data needed to file a document or should we find conflicting
data regarding property ownership and project type, then you will research a research notification.
Where will I see my notifications?Research notifications can come to you in 2 formats:
Support Email or Research Notification from our System