Resident

Author: ResiDev

  • Online training options with Resident

    Online training options with Resident

    Webinars

    Broadcasting live every Thursday at 11am and recorded to the Webinar hub to watch at your leisure.

    More info & Subscribe

    Bespoke training held online using Google Hangouts or Zoom for individuals or groups £120 per hour inc VAT.  

    Schedule training
    Questions?

    Director & Leaseholder Manuals

    Download Manual
    Download Manual

    Remember you can download and send your directors and leaseholders Resident user manuals on how to access and navigate the system to assist with them accessing information whilst your offices are closed.

    Still sending service charges by post?

    Download the leaseholder consent form for receiving notices electronically.

    Consent Form
  • Important – Maintenance update (covid-19)

    Important – Maintenance update (covid-19)

    During this unprecedented force majeure pandemic Resident endeavour to act within Government, HSE and regulatory bodies advice & guidance, policies, legalisation and announcements which are fast changing. We urge all our Clients and Users to do the same. This may mean that only essential works are carried out to mitigate risk, where it is reasonable, responsible, practical and permitted under the circumstances and said guidance.  This means maintenance and works are likely to be assessed on a case by case basis before they go ahead. Those works may include Category 1 e.g. immediate risk to live, essential Section 11 works eg. no heat / hot water, not fit for habitation,  regulatory works.

    Robert Jenrick MP, Secretary of State at the Ministry of Housing, Communities and Local Government ((MHCLG) confirmed on BBC Radio 4 today 25/3/2020 that contractors should continue to work on site to ensure the maintenance of buildings for fire safety and sanitation reasons and for cladding remediation works to continue, provided the work is done in accordance with Public Health England guidance e.g.2 metre distancing. This may change and we urge everyone to keep themselves informed daily.

     Some Key Things to Consider

    • Mitigate risk
       
    • Be reasonable and responsible and evidence that
       
    • File note every conversation and back it up with an email to LL, TT, Resident, Freeholder
       
    • Qualify Tenants, Residents and Contractor health by asking Corona Symptoms specific questions file note that or ask for email confirmation would be best practice
       
    • Ensure contractors are taking steps to reduce spread risk when on site and to confirm this statement by email
       
    •  If anyone refuses access due to self-isolating it needs to be followed up with an email confirming that is what they have advised – if it puts them at risk then that risk and the consequences of that risk need to be explained.
       
    • Occupants should familiarise themselves with water stop cocks, isolation valves and know how to shut off the gas supply and anything that will reduce risk. They should ensure that all smoke alarms & CO2 detectors are in working order.

    Here are some links you may find useful: 

    1. Guidance for non-clinical settings (Gov website)
    2. NHS advice
    3. What you need to do (GOV website)
    4. Public Health England
    5. World Health Organisation
  • Resident Release Notes – 25th March 2020

    Resident Release Notes – 25th March 2020

    What’s new?

    Upgrades

    • Reference check (Custom IDs) – 1st change –  Resident now only checks for duplicate numbers once within the next field. This way you can take your time typing references

    • Reference check – 2nd change – if duplicates are discovered then the number of occurrences is highlighted in red

    • Tasks – New pop up added (‘Are you sure you want to close this task?’) if you are trying to complete a task from the list of tasks

    • Cover Letter – We have removed any extra spacing between paragraphs and the ‘indent’ at the beginning of new paragraphs

    Resolved

    • Supplier Credit deletion – you can now only delete Credits which are not allocated to a particular invoice

    • Supplier’s Invoice – creating after adding first item. You can add multiple items

    • Bulk Credit – you can now access Leaseholder Statements from Bulk Credits using the ‘View’ icon

    • Messages in Arrears process -The problem with accessing more than one sent message has been resolved

    • Logo on Leasehold dashboard – Now this will not overlap with a black background on mobile devices
  • Resident Release Notes – March 2020

    Resident Release Notes – March 2020


    What's new?

     

    Release notes 13/03/2020

     

    Upgrades
     

    • Ground Rent Statement – This can now be downloaded to PDF and emailed from Block/Statement
       

    Resolved
     

    • Works Orders – The problem with Works Orders being sent multiple times has been identified and resolved
       
    • Mail merge – The issue with new Mail Merges overwriting copies of the old ones has been identified and resolved.
       
    • Tasks – Duplicated tags on Tasks have been corrected
     
     

    Release notes 20/03/2020

     

    New features

     
    • Client – this can now be changed within Block/Block Details


    Upgrades
     

    • Works Orders – Duplicating a WO number has been amended
       

    Resolved
     

    •  Preventing the payment of Invoices where there are insufficient funds in the account – a partial fix with additional work to follow
       
    • S20 Statement of Estimates – one template code not working – resolved
       
    • Global Import- Suppliers Invoice imports reinstated
       
    • Suppliers' Credit – you can only delete unallocated credit. Deleting credit does not unassign anything.

  • Resident Release Notes – February 2020

    Resident Release Notes – February 2020

    Release notes 08/02/2020

    Upgrades:

    • S20 notice of intent – text field for adding consultation comments
    • Forecast Analysis report – showing you predicted outcome based on expenditure
    • Income Vs Expenditures report – new report showing income received against expenditure
    • New Ticketing widget – want to take a quick screenshot? Use the single icon for both the Knowledge Base and Tickets
    • Block name has been added to the test of the reminder

    Fixes:

    • Deleted Suppliers are no longer showing in the drop down list (supplier’s invoice and works order)
    • Mail merge extract – column ‘Share number’ shows the number of all shares owned by Leaseholders
    • Supplier – you can now disable Suppliers at Block level (Supplier/Properties)
    • The same Freeholder can be used across multiple Clients – Simply choose the respective Client from within the Freeholder details page (from Client tab)
    • Mail Merge Template – the problem with updating margins is now resolved
    • Message codes – the code for the Property Manager is working again from within messages
    • A column within the Works Orders list has been added – it is within the “Instructed” tab and is called ‘Title’

    Release notes 18/02/2020

    Upgrades:

    • Creditors report – an end date can now be selected. A Header with the Block Name and the end date has been added
    • Works Orders Extract – added at both Block and Global level

    Fixes:

    • The “Download All” Statement now pulls any former Leaseholder Statements (provided they owned the Unit at some point in the selected period
    • The problem with multiple copies of an email sent to the same Leaseholder has now been resolved
  • #DevDay. Questionnaires sent to participants

    #DevDay. Questionnaires sent to participants

    Questionnaires have today been sent out to Clients who are attending our Development Discussion Day next week to start collating their input and feedback on what they are looking for from Resident this year. We adopt an agile approach to our software development and our clients are actively involved in our development decisions.

    We are really looking forward to our day with our clients next week. And once again a huge thank you to both Graham Knight and Fowler Penfold insurance for sponsoring the event. Both firms look after a number of Residents managing agent clients and having first-hand experience I can recommend them as excellent suppliers to the block management industry.

    #blockmanagement #blockmanagementsoftware

  • Development Discussion Day 2020

    Development Discussion Day 2020

    Invites are landing in clients inboxes for our first Development Discussion Day asking our block management clients to join us in making final decisions for our software development plan for 2020. In addition to prioritising our clients input and feedback I’m also really looking forward to catching up with, and in some cases meeting, our clients in Richmond at the end of the month.

    Whilst writing, a huge thank you to Graham Knight of Knights Accountants and FOWLER PENFOLD INSURANCE BROKERS LTD for sponsoring the event. We share mutual clients with both firms and would highly recommend them as fantastic suppliers for managing agents in the block management industry. Both firms will be joining us on the day.

    #blockmanagement #blockmanagementsoftware

  • Resident Customer Support 2020

    Resident Customer Support 2020

    For the past few months we have been monitoring the telephone calls received by the Resident support line. This enabled us to analyse the nature and length of calls being received in an effort to improve our response times and support service. It became clear that genuine Support Tickets were being delayed due to the number of ad-hoc guidance requests coming through on the telephones. Some calls were taking up to an hour and were clear Training requirements as opposed to Support needs. These telephone calls need to be booked and scheduled in advance as Training as they have a negative impact on our ability to respond to clients requiring genuine Technical Support.

    Going forwards please note that all Support enquiries need to be submitted by ticket or email (support@resident.uk.com). 

    All training/walkthrough/guidance Requests (not including onboarding for new clients) need to be pre-booked and paid for at least 24 hours in advance, please. 

    Training can be booked on our website homepage (www.resident.uk.com) via the ‘Book Training’ button. 

    In case of a technical emergency please leave a voicemail on 01892 739442. Please make sure you leave details of the issue and/or any related ticket number.  Please note that voicemails requiring a return call without associated information of the nature of the problem cannot be returned.

    We hope you understand these processes are being put in place for the efficiency of Customer Support and you will reap the benefits of such.

  • Release Notes – 20th December 2019

    Release Notes – 20th December 2019

    Upgrades

    • Changes to Debtors Report – this now shows who has Direct Debits set up, at what stage they are at in the Arrears Process, and a pro rata balance. This applies to both Global and Block Debtors Reports

    • Reconciliation – when assigning an Invoice or creating a Credit/Refund you can now distinguish between any current and former Owners. They are called ‘Owner’ and ‘Previous Owner’ accordingly


    • Adding a Supplier’s Invoice – the button ‘Money on Account’ is now visible on the Supplier Invoice creation screen and shows money on account after selecting whichever bank account  

    • Budget Vs Expenditure Report – Header can now be added to the excel version


    Resolved

    • Problem with RTM Directors not seeing their dashboard correctly – resolved


    • Debtors Report ‘from date’ problem – this Report now allows you to check debt for the specific period


    • Budget Vs Expenditure report – this Report now includes payments and the date within the Financial Period of whichever Budget


    • The running Balance on Transactions pages has been restored


  • Release Notes – 02nd Decemer 2019

    Release Notes – 02nd Decemer 2019

    Upgrades

    • New Code to pull ‘Care of’ line from the address for Mail Merge and Documents

    • Leaseholder/Director dashboard – when you disable permission to whichever section, the matching tile disappears from the Dashboard

    • An Individual Bank Transaction log is now there for Global Accounts 

    • List of Bank Accounts – the Reconciliation button will now always take you to the Reconciliation page – even if it is empty 

    • New Layout for your Works orders list –  New columns: Block, Created By, Instructed By, Supplier Instructed, Finished Date, Total of invoices Paid. Please keep in mind some columns are tab specific

    • Works Orders – they now have recently budgeted Categories under the Category dropdown menu

    Resolved

    • Company number code on Mail Merge now pulls the correct details

    • Arrears page – sorting by the amount in the Settled tab – now functions correctly

    • BACS extract – sorting on the list of exports is working correctly

    • Global Dashboard – the Total now matches the sum of all Unreconciled Transactions on individual Accounts

    • Global Dashboard – Graphs are back working (requires clearing your cached files)
  • Resident Black Friday Deals are here!

    Resident Black Friday Deals are here!

    We have released our Black Friday deals. Even our office dogs are excited. Email hello@resident.uk.com for more info.

    #blockmanagement #propertymanager #softwarehouse #proptech #residentpropertysoftware #blockmanagementsoftware #cockerspaniel #cockerspanielsofinstagram #officedogs #blackfriday #blackfriday2019

  • Release notes – 25th October 2019

    Release notes – 25th October 2019

    Upgrades:

    • Freeholder Statement – we have removed the top category filter (this statement only shows Ground Rent).

    • Global Bank Reconciliation – you can now search for a Leaseholder across your portfolio without having to select the Client first.

    • Client Statement Report – Clients and Bank Accounts have been moved to the top, The Date Generated has been added to the file, along with the file name in a new column – Invoice Description.

    • Search Menu/Contacts – you can now search using a Unit ID or phone number.

    • Search Menu/Suppliers – you can now search using a phone number, Email or Address.

    Resolved:

    • Credit Balances in the Arrears section is now showing correctly (with a minus sign).
       
    • Client Statement balance – previously there were missing items if they appeared identically.
       
    • Tasks are now showing correctly in My Work/Tasks/Delegated Tasks
       
    • Sorting by date within the list of invoices is working correctly once more
       
    • Dates on mail merge lists are now correct – old mail mergers cannot be corrected