Category: Uncategorised

  • Resident Release Notes – 12/08/2021

    Resident Release Notes – 12/08/2021

    What’s new?

    The following features/updates have been included in the most recent system update:

    New Features

    GLOBAL SEARCH

    There is a new global search available in the top right corner of Resident:

    You can now search more quickly for the following 14 entities at once: 

    • Name of: Unit, Block, Estate, Person, Supplier, Freeholder, Client, Company, RTM
       
    • Address: Unit, Block, Person, Supplier, Freeholder, Client
       
    • Email: Person, Supplier, Freeholder, Client
       
    • Phone Numbers: Person, Supplier, Freeholder Client
       
    • ID: Block, Unit, Supplier ID, Leaseholder Invoice Number, Supplier Invoice Number, Works Order

    • File Name
       
    • Task Title

    It will show the top 10 results for every item type so in total up to 140 results. If it finds a unique match it will go straight to it.

    AUTOMATIC GROUND RENTS

    Instead of setting up automatic Ground Rents for each Leaseholder, you can import them across multiple Blocks using a new Agency Import called Ground Rent. You can also import data over old records to amend them. This can be found in Settings/Agency Imports.

    Upgrades

     

    BLOCK NAME ON THE BANK ACCOUNT

    Whenever you are selecting a bank account you will see a Block (and Estate if applicable)  next to it. This will mainly improve Global Reports such as Client Statement, Client Balance and Supplier Statement Report.

  • Hardening Insurance Market Webinar

    Hardening Insurance Market Webinar

    This is a useful webinar for both business owners and property managers alike. Sign up for free!

    With the professional indemnity insurance market hardening for block management, and with building insurance premiums rising this is a useful webinar for both business owners and property managers alike.

    Topic overview

    1. What is a hardening market?
    2. What are the causes?
    3. How might this impact insurance premiums? 
    4. How can I stop my premiums from rising?
    5. A brief Q&A for attendees to the session.   

    Please note

    By signing up you agree that we can forward your email address to the webinar host, A-One Insurance Group. The webinar will be held using the Zoom platform.


    Find out more about A-One Inurance Group

    A-One is a top 50 UK insurance brokerage and absolutely dedicated to making sure our clients get precisely the protection they need.

  • Resident Release Notes – 19th March 2021

    Resident Release Notes – 19th March 2021

    What’s new?

    The following features/updates have been included in the most recent system update:

    New feature

    Auto settling Arrears – once a Leaseholder clears debt (by paying off all invoices) the Arrears will automatically settle (triggering the last step of the process).

    Essentials to keep in mind when using this new functionality:

    • It will only work if ‘enabled’ for your Arrears Workflow
    • It will only work for any new arrears processes. All existing ones will have to be settled manually as before
    • It will only settle if all invoices are paid off. If there is an unpaid invoice for the same amount as the credit but this credit has not been allocated to the invoice, then it will not work
    • Settling process will trigger the last step of the workflow you have configured in Settings/Arrears workflow.

    Upgrades

    • Unit list – search will not act instantly. It will now give you more time to type.
    • Unit import – the Template has changed. It now allows you to import UNIT TYPE and UNIT ID
    • Arrears Age Report – this will now show people with zero balance who have unallocated credits


    Fixes

    • It also includes various fixes to problems reported by individual users.
  • Resident new feature Release – Ticketing Module

    Resident new feature Release – Ticketing Module

     

    We are happy to announce to the world our new Resident module called Ticketing.

     

    Quick ticketing origin story.

    In a land far far away… Following feedback from our clients, and being conscious of their heroic wrangle with relentless and overwhelming floods of phone calls, emails and post (delivered in any imaginable way) we have designed one place to bring a ray of sunshine and order. Ticketing is here for you to record, organise and deal with all these queries. 
    And that is only the beginning…

    Below you will find a list of its crucial functionalities, video previews and articles which allow you to get a feel for Ticketing magic!

    WHY WE THINK YOU WILL LOVE TICKETING:

    Fully integrated with Resident processes such as Tasks, Works Orders and the Leaseholder/Director Portal

    Assign, Tag and update your Tickets – the choice is yours

    Leaseholders can now raise and respond to Tickets even without access to the Leaseholder Portal

    Capability of adding custom emails (not already in the system) to your message

    Never miss anything with a built-in set of Notifications and Reminders (daily and weekly).

    Detailed Ticket logs so that no good deed goes unpunished.

    All of this and any related future improvements (which we cannot wait to introduce) come for only £90 incl VAT/month.


    If we’ve got your attention but you want to know more please check Ticketing Manual and our Full demo video.

    To purchase Ticketing or book your personalised demo please use one of the following buttons:

  • Resident Release Notes – 23rd April 2020

    Resident Release Notes – 23rd April 2020

    What’s new?

    We are pleased to announce that the new functionalities deployed this week are now fully operational.


    Upgrades
     

    • Invoice groups have customisable templates (one by one) – you can now configure which Templates are being used by each individual Invoice Group. By default they will have the default configuration available as before in Message Templates)
       
    •  Invoice groups have custom attachments – you can now add any documents to the Invoice Groups and they will be sent together with Invoices
       
    • Invoice Groups have a new download option – you can now download all documents (Statement, Budget, Invoice, cover letter etc) in one pdf
       
    • ‘Skip’ option on arrears – you can skip one step in a process and trigger the following one
       
    • Task improvement (Part 1) – single tasks have been separated from recurring tasks
       

    Resolved
     

    • Trial Balance excluding ‘non zero’ categories if those did not have items in the period – now resolved.
  • 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
  • #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.

  • 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

  • Coffee&Discover Liverpool (Prospective clients)

    Coffee&Discover Liverpool (Prospective clients)

    Prospective clients session

    We are thrilled to invite you to our Coffee&Discover session in Liverpool. The event is ideal for prospective clients looking for a new block management solution. Morning session discovering all about Resident Block Management Software. 28th November at the TATE Liverpool. See you there?


    Please click below to book your place.