Resident

Author: ResiDev

  • Resident v4 sneak peek #4 – UNIT DASHBOARD

    Resident v4 sneak peek #4 – UNIT DASHBOARD

    Welcome to our fourth sneak peek. We continue to discover new areas of the next version of Resident. This time, we’re focusing on bringing everything related to a unit into one clear, connected view.

    All unit information in one place –
    goodbye to screen jumping!

    We’re excited to share a closer look at the updated unit experience — designed to bring everything related to a unit into one clear, connected view.

    Leasehold details, tenants, leaseholders, standing orders, ground rent, and financial statements now sit side by side. Instead of jumping between screens, key tenancy and financial information is available in one place, making it easy to understand the full picture at a glance — from who occupies a unit, to what’s being charged and when.

    A clear timeline shows how tenancies and leaseholds evolve over time, alongside balances, payments, and key dates. Notes, attachments, and status indicators add valuable context, helping teams understand not just the numbers, but what’s happening around a unit.

    The result is a more transparent, intuitive way to manage units day to day — with better visibility, smoother handovers, and less friction across teams.

     

  • Resident v4 sneak peek #3 – Budget and Schedules

    Resident v4 sneak peek #3 – Budget and Schedules

    Welcome to our third sneak peek. We’re continuing to reveal what’s coming in the next version of Resident, and today we’re focusing on Budget & Scheduling.

    Budget & Scheduling tools
    to keep everything aligned

    The goal is simple: to make budgeting clearer, more flexible, and easier to manage as things change. We’re building tools that help you plan contributions across units, control distribution, and keep everything aligned — without losing visibility or context.

    In the next version of Resident, you’ll be able to manage flexible budget schedules, split budgets across units by percentage with automatic validation, and instantly see calculated totals. You’ll also be able to plan and track demands with clear start and end dates, compare expenditures year over year, and add category comments visible both in the system and on budget documents. Standing orders can be added and managed directly at the budget level, with in-system notifications keeping you informed about emailed and ready-to-post demands.

    All of this comes wrapped in our new, clean, and modern UI.

    Stay tuned. The future of your workflow is almost here.

  • Resident v4 sneak peek #2 – Global Search

    Resident v4 sneak peek #2 – Global Search

    Welcome to our second sneak peek. We’re continuing to reveal what’s coming in the next version of Resident, and today we’re focusing on one of the core features — a flexible, multi-level search experience. ​

    Three levels of search to find
    exactly what you need

    Searching has never been this simple or this powerful. Our smart search system adapts to the way you work, giving you the right level of detail exactly when you need it.

    Quick Search helps you move fast. It remembers your last five searches and instantly displays results grouped by category, showing up to three results per category. Perfect for quick lookups and repeated actions.

    When you need more control, switch to Advanced Search. Filter your results with precision, view up to ten results per group, and always stay informed with a clear total item count. Everything is organized, transparent, and easy to navigate.

    For maximum depth, Detailed Search gives you full visibility. Explore all available results within a selected category and dive deep into the data without limitations.

    All of this comes with Dark Mode available, ensuring a comfortable and modern experience, day or night.


    Search smarter. Find faster. Stay focused.

  • PERFORMANCE UPGRADE COMING TO RESIDENT

    PERFORMANCE UPGRADE COMING TO RESIDENT

    We recently shared exciting news about the brand-new version of Resident launching next year. Today, we want to reassure you of something important:

    We’re not taking our foot off the gas with the current version.
    Your feedback continues to shape meaningful improvements right now.

    A FASTER, SMOOTHER RESIDENT EXPERIENCE

    Over the next few days, we’ll be releasing a performance upgrade designed to make Resident noticeably faster and smoother to use. After analysing system behaviour and real-world usage, our developers have identified a smart way to reduce database load by around 30% – delivering a more responsive experience for everyone.

    WHAT’S CHANGING

    To achieve these speed improvements, we’re streamlining how Resident loads data.

    Previously, many screens would load everything behind the scenes the moment you opened them – even if you didn’t need it. Now, content loads on demand, exactly when you click into it.

    You’ll notice two key enhancements:

    • Tabs now load only when clicked
      Pages no longer pull in all tab data automatically, removing unnecessary loading and improving speed.
       
    • Large lists and dashboards load more efficiently
      Resident retrieves only what you need, when you need it, meaning less waiting and a smoother experience.

    These changes don’t remove any functionality – they simply make Resident work smarter.

    A QUICK TIP FOR YOU AND YOUR TEAM

    To support these improvements, we’ve introduced ‘light client-side caching’. It helps speed up pages, but occasionally you may see data that hasn’t refreshed yet.

    So by default, the first time a user enters the main dashboard all data will load as normal. After that, the dashboard will automatically refresh when you re-enter it after a 2 hour timeframe. If you want to see the most recent data immediately, simply click the new refresh button in the top-right corner of your dashboard.

    If in doubt, just press F5 for a confirmed refresh.
    A quick refresh clears the cache and loads the latest information instantly.

    WHY WE’RE SHARING THIS

    While we’re investing heavily in the next generation of Resident, we remain fully committed to improving the version you use every day. This performance upgrade is one of several enhancements we’ll be releasing as we continue delivering value now and in the future.

    ENJOY THE SPEED BOOST

    We look forward to sharing more updates with you soon – and we hope you enjoy a noticeably faster Resident experience.

  • Preparing Your Block for Winter: A Proactive Maintenance & Efficiency Guide

    Preparing Your Block for Winter: A Proactive Maintenance & Efficiency Guide

    Hi again, it’s Craig here, Resident’s Client Success Manager 👋

    Autumn/Winter is upon us, and with it comes the perfect opportunity to get ahead of the colder months. For block managers, directors and leaseholders, preparing for winter isn’t just about staying warm – it’s about reducing risk, preventing costly repairs and keeping communities safe and happy.

     

    Why preparation matters

    From leaking gutters to boiler breakdowns, small issues can quickly snowball in winter. Reactive fixes are often more expensive and disruptive. A proactive approach saves time, money and stress – and that’s where smart planning (and the right tools) come in.

     

    Key areas to check this season

    • Roofs & gutters – clear debris to prevent blockages and leaks.
       
    • Heating systems – schedule servicing to avoid breakdowns in the coldest months.
       
    • Insulation & draught proofing – improve energy efficiency and keep costs down.
       
    • Exterior lighting & safety checks – ensure entrances and walkways are well lit and hazard-free.

    How Resident helps you stay ahead

    Our software makes it easier to plan and track seasonal tasks:

    • Schedule recurring maintenance jobs and reminders.

    • Log inspections and instantly share updates with leaseholders.

    • Forecast winter budgets and monitor spend.

    • Keep communication clear through the portal, reducing confusion and calls.
    •  

    Communicating with your community

    Keeping residents informed about scheduled works – whether it’s a gutter clean or a heating system check – helps build trust. A quick update via a block wide message or via the portal goes a long way to reassure leaseholders that everything is under control.

     

    Winter checklist for block managers

    • Service heating and hot water systems
       
    • Clear gutters and downpipes
       
    • Inspect roofs, windows and external walls
       
    • Test emergency lighting and review safety equipment
       
    • Review budgets and plan for seasonal costs

    Final thought

    Winter always brings challenges, but with proactive planning and the right software in place, you can turn a season of potential issues into one of confidence and control.

     

    Want to learn more about anything mentioned above?

    If you’re interested in investing in training and booking a session to help your teams prepare for the upcoming season, please reach out to our Training Specialist, Caitlin, to schedule a session.

     

    Get in touch
  • Caitlin’s first year

    Caitlin’s first year

    Hello!

    I’m Caitlin and I’m the Onboarding & Training Specialist here at Resident.

    My First Weeks: From Onboardee to Onboarding Specialist

    It’s hard to believe it’s already been a year since I joined the team! When I think back to my first few weeks, I remember how surreal it felt to be going through the onboarding process myself, knowing that I’d soon be responsible for guiding others through it. At the time block management was completely new to me and like anyone starting something unfamiliar I had the usual mix of excitement and nerves. A year on, I’ve now led hundreds of onboarding and paid training sessions and it’s been incredibly rewarding to support so many clients on their journey with Resident.

    Embracing Resident’s Remote-First Culture

    Before joining I’d worked remotely for almost three years so the adjustment into Resident’s remote-first setup felt natural. What made it stand out though was the culture. From day one it was clear that this wasn’t just another company. It’s a small team where people genuinely care about what they do and support each other at every turn.

    Connecting Beyond the Screen

    Meeting the team in person over Christmas last year was a real highlight. Working remotely means almost all of our interactions happen on screen but meeting face to face only reinforced the positive dynamic that Resident has. It was great to spend time together and feel part of something even more collaborative.

    Growing Skills and Taking on New Projects

    Something I’ve really valued over the past year is the opportunity to grow in so many ways. My confidence in delivering sessions has developed massively and I’ve had the chance to explore areas I’d never worked in before – from creating training videos to contributing to wider projects like the Nylas integration and the launch of Auto Reconciliation. Each project has given me the chance to learn something new and feel even more embedded in the work we do as a team.

    Building Confidence and Expertise

    One thing that stands out to me now is how much my understanding of the system has evolved. A year ago I was just beginning to piece it all together and now I’m in a position where I can confidently guide others, troubleshoot issues and offer training that really helps people get the most out of Resident. That’s probably what I’m most proud of – the progress, the learning and the impact I’ve been able to make in just a year.

    The Value of Mentorship

    Working closely with my manager Craig has also played a big part in that journey. His support and mentorship has been so valuable, especially during those early months, and having someone who understands the role inside out has made all the difference.

    Looking Back—and Ahead

    Looking back, this year has gone quickly but it’s been full of meaningful experiences. I’ve learned a huge amount, grown professionally and worked with some brilliant clients and colleagues along the way. I’m really excited to see what the next year brings and to keep building on everything we’ve achieved so far.

    Thanks to everyone who’s been a part of the journey.

    Say hello
  • Transforming Block Management: What Our Users Are Saying

    Transforming Block Management: What Our Users Are Saying

    Managing blocks, leaseholders, and accounts can be complex – but our users consistently tell us that Resident makes it straightforward, efficient, and even enjoyable.

    Hi again, it’s Craig here, Resident’s Client Success Manager 👋 I thought I would let our Client’s do the talking in this blog, so without further ado…

    🧩 “Easy to use” – and that’s just the start


    One reviewer, Piers W, said:

    “Resident tapped all the boxes… Easy to use.”

    Another, Jim K, echoed:

    “Ease of use – anyone can learn in a couple of days.”

    We’ve designed Resident to be intuitive and approachable – not just for tech-savvy staff, but for entire teams, no matter their experience level.

    🔧 Support that goes the extra mile

    We’re proud of our Technical Support Team – and so are our Clients.

    Benjamin H. shared:

    “…the support team is first class, when they say they will do something it is done quickly and efficiently.”

    Another user remarked:

    “Kate was really helpful… happy to give advice and guidance on block management issues that weren’t even related to Resident.”

    We believe support should be more than just technical fixes – it should be about helping our clients succeed in the wider context of their work.

    🌱 Software that evolves with your needs

    Jim K also highlighted our proactive approach to development:

    “The team are very responsive, helpful, welcome feedback… Since using the software, the platform continues to evolve with extra functionality…”

    Resident isn’t a static product – we constantly refine and enhance it based on real-world feedback from people who use it every day.

    💸 Saving time – and money

    One user summed it up perfectly:

    “Time and money saved… Its simplicity. The customisation and ability for the software to adapt to personal needs is unlike any other similar software packages I have used.”

    Resident helps streamline your operations without compromising flexibility – saving resources while giving you full control.

    Why Property Professionals Trust Resident

    • Simple to learn and use – Staff are up and running in days, not weeks.
       
    • Exceptional support – Knowledgeable, proactive, and genuinely helpful.
       
    • Continuously improving – We listen, and we build what you need.
       
    • Cost-effective – Reduces admin time and helps manage finances better.

    Ready to work smarter?

    Resident isn’t just another platform – it’s a true partner in block management. Backed by consistently glowing reviews, it’s built for real property professionals doing real work.

    Curious to see what it could do for your business? Book a demo or get in touch today.

    Book a demo
    Get in touch
  • Introducing the New Director’s Report: Empowering You and Your Clients with Clear Financial Insight

    Introducing the New Director’s Report: Empowering You and Your Clients with Clear Financial Insight

    Hi again, it’s Craig here, Resident’s Client Success Manager 👋

    Hi again, it’s Craig here, Resident’s Client Success Manager 👋

    We’re excited to introduce the new Director’s Report – a purpose-built feature within Resident designed to help not only you – but also for you to deliver detailed, easy-to-understand financial information directly to block Directors.

    This report has been created to streamline communication and improve transparency, offering a professional, formatted summary of a block’s financials – including bank balances, leaseholder debt, outstanding invoices, and a clear breakdown of budget versus actuals. Whether you’re managing a single block or many, this report will help you provide Directors with the information they need in a clean, digestible format.

    In the following two videos, we walk you (video 1) and your Directors (video 2) through exactly how to access and generate the Director’s Report. You’ll learn how to:

    • Navigate to the report within a block

    • Link it to a specific budget and financial period

    • Understand key elements like balances, client debt, and budget variances

    • Review schedule breakdowns and how they reflect your block’s financial performance

    This feature is just one more way we’re making reporting and financial clarity simpler and more effective for property managers.

    Resident’s New Director’s Report Overview

    Watch the video

    Resident’s New Director’s Report Overview

    👇 Don’t forget to check out this second video, crafted specifically for Directors themselves – perfect for sharing directly with clients so they can understand how to use the new report with confidence.

    Watch the video
  • From Chaos to Control: Streamlining Block Management Tasks with Resident

    From Chaos to Control: Streamlining Block Management Tasks with Resident

    Hi again, it’s Craig here, Resident’s Client Success Manager 👋

    In the dynamic world of block management, staying on top of every detail can feel like a juggling act. From routine maintenance checks to urgent compliance deadlines and ensuring seamless staff handovers, the sheer volume of tasks can be overwhelming. But what if there was a single, intuitive platform where every critical task, every deadline, and every piece of information lived?

    Good news: with Resident, that platform is already at your fingertips.

    We’ve designed Resident’s task management features to be your one-stop shop for everything you need to do, ensuring nothing slips through the cracks and every block under your care is managed with precision. Let’s explore how.

    Your Day, Organised: A Central Hub for Every Task

    Imagine having a clear overview of every task related to your blocks, leaseholders, or even your internal processes. In Resident, almost every section comes with a ‘Tasks’ option, meaning you can link a task directly to the relevant item. Whether you’re in a specific block’s profile, reviewing a leaseholder’s details, or managing a contractor, you can instantly create a task that lives exactly where it needs to.

    This means:

    • No More Scattered Notes: Forget sticky notes, disparate spreadsheets, or endless email chains. All your tasks are centralised within Resident.

    • Contextual Clarity: Because tasks are linked to specific areas (like a particular block or leaseholder), you instantly have the context you need to act, saving valuable time.

    Built for Compliance: Never Miss a Deadline

    Compliance isn’t just a buzzword; it’s a fundamental responsibility for block managers. Missed deadlines can lead to significant issues. This is where Resident truly shines.

    When creating a new task, you can:

    • Assign Due Dates: Set clear deadlines that appear on calendars and trigger reminders for you and anyone assigned to the task. Need multiple nudges? Set up multiple reminders for critical compliance checks or annual safety inspections.

    • Assign Ownership & Responsibility: Clearly define who is responsible for each task by assigning it to specific users or even entire teams (like “all branch administrators”). This ensures accountability and that tasks are actioned promptly.

    • Recurring Tasks for Routine Compliance: Many compliance requirements are recurring (e.g., fire safety checks, lift maintenance, Legionella testing). Resident allows you to set up tasks that recur weekly or monthly, automatically generating them at your chosen frequency. This means your compliance calendar is always up-to-date, without manual effort.

    This powerful combination ensures that your compliance obligations are systematically managed, giving you peace of mind and keeping your blocks safe and legally sound.

    Seamless Handovers: Your Holiday, Stress-Free

    We all deserve a break, but the thought of handing over responsibilities can often be daunting. Resident makes staff holidays and departmental transitions incredibly smooth.

    Because all tasks are centrally logged and accessible to those with permissions, creating “handover documents” becomes virtually effortless. A colleague simply needs to:

    • Filter Tasks Report: Quickly filter tasks by assigned user, due date, or even specific tags to see exactly what needs attention.

    • View Comprehensive Details: Each task includes a title, notes, due dates and assigned owners. This means all the necessary information is immediately available, preventing delays or miscommunications.

    • Centralised ‘My Work’ View: Users can access the ‘My Work’ section to see all tasks recorded by themselves, assigned to them, or unassigned – a perfect starting point for anyone stepping in.

    No more frantic calls while you’re trying to relax on a beach!

    Powerful Reporting and Organisation

    Beyond individual task management, Resident offers robust ways to organise and review your workload:

    • Tags for Granular Organisation: Use tags to categorise tasks by urgency, type (e.g., ‘fire safety’, ‘budget review’, ‘resident query’), or any other criteria important to your operations. Resident even adds automatic tags based on the task’s location (block, leaseholder, client), giving you immediate context.

    • Easy Filtering and Searching: Quickly find what you need by filtering tasks by status, assignee, due date, or by searching for specific tags.

    • Future-Proofing Your Operations: The ability to see all tasks, filter them, and understand their status allows you to generate internal reports that help you identify bottlenecks, monitor team performance, and ensure efficient operations across your entire portfolio.

    Ready to Streamline Your Block Management?

    Resident’s task management isn’t just about ticking boxes; it’s about giving you greater control, ensuring compliance, and fostering a more efficient and less stressful work environment. By centralising your tasks and leveraging smart features like recurring tasks and robust filtering, you can transform how you manage your blocks and free up valuable time.

    Are you making the most of Resident’s task management features?

    Check out the video and article below for more information:

    Watch the video
    Read the article
  • Reclaim Your Time: Automate Bank Reconciliation Today!

    Reclaim Your Time: Automate Bank Reconciliation Today!

    Reclaim Your Time: Automate Bank Reconciliation Today!

    Still wrestling with the endless task of manually matching your bank statements? Picture this: your accounting software, working tirelessly in the background, effortlessly pairing up payments and receipts, leaving you free from the tedious grind of data entry and reconciliation nightmares. Guess what? That dream is now a reality!

    Get ready to explore a brand-new automatic reconciliation feature designed to inject pure efficiency into your financial workflows.

    And the best part? It’s completely free for all you savvy business owners already leveraging CSV imports or Bank Feeds!

    The Old Way: Manual Reconciliation – A Time Sink Prone to Mistakes

    Let’s face it, many of us have been there. Manual bank reconciliation – painstakingly comparing bank statements with your internal records. It’s not just a colossal time drain; it’s also a breeding ground for human errors. The frustration of chasing down discrepancies between these two sets of data can be a real productivity killer.

    The Smart Way: Automatic Reconciliation – Efficiency Unleashed

    Say hello to the future! This innovative feature automates the entire reconciliation process, dramatically slashing manual effort and virtually eliminating errors. Let’s peek at how it works in a typical business scenario:

    1. Effortless Transaction Import: Seamlessly bring in your bank transactions, whether you prefer the flexibility of CSV uploads or the real-time convenience of bank feeds.

    2. Streamlined Supplier Payment Recording: Continue recording your supplier payments within the system, a standard practice for businesses utilising tools like BACS Extract.

    3. One-Click Auto Reconciliation: Navigate to your transaction overview, click on “More Actions,” and then simply select “Auto Reconciliation.”

    Under the Hood: Intelligent Matching That Works for You

    Behind the scenes, the system’s smart matching engine gets to work, presenting you with potential reconciliation matches in a clear pop-up. It intelligently analyses bank transactions against your recorded payments, considering various crucial details:

    • Spot-On Matches: The system effortlessly identifies perfect pairings based on both the description and the exact amount.

    • Smart Partial Matches: Even if the description or amount isn’t an exact hit, the system is clever enough to flag potential matches based on similar amounts or partial reference details. Imagine a slight typo in a reference number or a minor discrepancy in the amount – the system can still make the connection!

    • Tackling Typos and Minor Errors: This feature even goes the extra mile by handling those pesky typos in references or small inaccuracies in processed amounts. This is a lifesaver for reconciling payments where, for instance, a digit might be missing from a numerical reference.

    You’re Still in Control: Review and Approve

    Rest assured, you’re not handing over the reins completely. You retain full control over the reconciliation process. The system presents its suggested matches for your review, and you have the final say on which transactions to reconcile. This ensures that the power of automation is always guided by your expert oversight.

    The Winning Hand: Benefits of Automatic Reconciliation

    • Massive Time Savings: Reclaim countless hours previously dedicated to manual reconciliation.

    • Significantly Reduced Errors: Say goodbye to the frustration and inaccuracies of manual processes.

    • Enhanced Accuracy: Ensure your financial records are more precise and reliable than ever before.

    • Boosted Efficiency: Free up valuable time and resources to focus on what truly matters – growing your business.

    Ready to Embrace the Automation Revolution?

    We understand that jumping into full automation might not be for everyone right away, which is why we’ve designed this feature to be opt-in for those who are ready to level up their financial processes.

    Simply drop us an email, and our team will be in touch to schedule your “switch-on” date.

    Important Note: Due to the overwhelming interest and the sheer number of clients this feature is available to, we’ve created a comprehensive video walkthrough. Please take a moment to watch it, as we won’t be able to offer individual live demonstrations. Once the feature is activated on your dashboard, it will be instantly ready for you to experience the future of bank reconciliation!

    Email Craig
  • Level Up Your Leave: Resident’s Tools for Effective Handover

    Level Up Your Leave: Resident’s Tools for Effective Handover

    Hello everyone, Craig here, your Resident Client Success Manager! 👋🏼

    Back again to chat about a great way to use the features already sitting pretty in Resident. This one’s all about levelling up those colleague handovers, making life a bit easier for everyone in the workplace.

    Let’s face it, we’ve all been on the receiving end of a handover that’s about as useful as a chocolate teapot. Your colleague skips out the door, full of assurances that “it’s all in the notes” and “doubt anything will crop up, but if it does, the notes have got you covered.”

    Spoiler alert, it’s rarely all in the notes. Or at least, not in the kind of detail that’ll save your bacon right there and then.

    So, what’s on the cards today? We’re aiming for a world where we don’t have to solely rely on deciphering handover scribbles. We’ll be having a proper look at how we can use the tasks, assessments, and insurance areas of Resident to keep us on track, whether we’re at our desks or on the beach.

    We’ll be taking a peek from two viewpoints:
     

    • 🟢 Green for the person going: Tips and tricks for the person about to pop off on their annual leave.
       

    • 🟡 Amber for the person ‘minding’: How to best use Resident when you’re looking after someone else’s patch.

    Assessments: Your Non-Negotiable Nitty-Gritty

    🟢

    Think of the Assessments area as your go-to for all those cyclical things. Fire risk assessments, lift maintenance contracts – those crucial tasks that absolutely must be done on time, no ifs or buts!

    Honestly, if you’re not using this section in Resident, you’re missing a trick! It’s your secret weapon for staying sorted and keeping the stress at bay. Facing an audit? This is where you can confidently show you’re on top of things.

    New to Assessments or fancy making sure you’re using them like a pro? Have a look at this video for a proper rundown on setting up recurring tasks, attaching vital documents, setting reminders, and loads more!

    Watch the video

    Insurance: Keep Your Cover Sorted, No Sweat

    🟢

    A bit like Assessments, the Insurance area is a clever tool you should definitely get on board with this year if you haven’t already. From public liability to cladding insurance, there are so many to keep tabs on, so having it all stored, actioned, and reported in one place is a no-brainer.

    The Insurance area in Resident lets you keep all your past files – like certificates and policies – set up tasks and reminders for renewals! The knack for setting up tasks and attaching files is the same as in the Assessments video, but this article highlights the other key bits:

    Read the article

    Reporting: Your Instant Holiday Handover Lowdown

    🟢 🟡

    We all know Resident’s got reporting, but have you ever thought of it as the bedrock of your annual leave handover?

    Here’s my view: if you’ve taken the time to pop all your Tasks, Assessments, and Insurances into Resident (like we’ve just chatted about), you deserve a reward! That reward is running a report that practically writes your handover to-do list for you!

    Have a look at this video – it shows you exactly how it’s done:

    Watch the video

    Once you’ve got the right report sorted and filtered, why not save it? Then, drop your colleague an email with any important context, and simply attach the report. This one document will have all your day-to-day tasks, those crucial Assessments, and even your Insurance bits and pieces. Talk about being organised!

    Ad-Hoc Tasks: Don’t Forget the Odd Jobs

    🟡

    While you’re looking after someone’s patch, don’t forget you can add those one-off tasks directly onto specific bits and bobs. Need to chase up a leaseholder? Remind a director about something? Get a supplier sorted? You can create tasks on pretty much anything in Resident.

    Just make sure you assign the task to your colleague who’s on their holiday and set the due date for when they’re back. It’ll pop up in their “My Work” tasks as soon as they’re back at their desk! The videos we’ve already mentioned cover all the basics about Tasks, but for any extra bits, this article’s got you covered:

    Read the article

     

    Cheers for stopping by, and we really hope this helps you and your teams keep things ticking over nicely! 😊

  • The answer to your maintenance woes… is here!

    The answer to your maintenance woes… is here!

    Hello everyone, Craig here, your Client Success Manager at Resident 👋

    It’s been a good five months since we last discussed this, hasn’t it? Time flies, especially in the busy world of property management, and maintenance issues never take a holiday.

    Today, I’m keen to share some insights into a module we’ve developed that’s a real game-changer for managing those inevitable maintenance headaches. If you’ve ever felt overwhelmed by the sheer volume of requests coming in from all angles – emails, phone calls, snail mail, even face-to-face encounters whilst out on an inspection – you’re certainly not alone.

    Imagine, instead, a centralised hub where all these requests are organised and easily managed. Our Ticketing module does just that, allowing you to assign tasks, delegate to your team, respond directly to those who raised the issues, and generate work orders, all from one convenient place.

    In this post, we’ll delve into how the Ticketing module can significantly improve your efficiency, benefiting both you and your clients. And for those who prefer to see it in action, there’s a video demonstration linked at the end of this article!

    What Exactly Is Ticketing?

    Let’s start by visualising the main dashboard of the Ticketing module:

    Imagine the most organised to-do list you’ve ever seen, right at your fingertips. You can easily see tickets assigned to you, pending assignments, and those allocated to your colleagues – ideal for managing workloads, particularly when team members are out of the office.

    The module also features a powerful keyword search, enabling you to locate tickets swiftly. You can tag tickets by block name or issue type and prioritise them using the Grade feature.

    How Integrated Is Ticketing?

    The answer is: completely integrated!

    Leaseholders or Directors can submit tickets via email, the online portal, or directly from your website, and all requests will seamlessly populate within the Ticketing system. If the submitter’s email matches a registered account in Resident, their block, flat, and owner information will automatically populate. Plus, the system will capture their contact details and any files they attach to their initial request.

    Additional Features of Ticketing

    Here’s a snapshot of what Ticketing has to offer:

    • Assign Tickets: Delegate tasks to team members with ease.
    • Automatic Notifications: Get alerted when new tickets are received or assigned to you.
    • Weekly Status Reports: Stay updated on progress and outstanding issues.
    • Create Work Orders: Link work orders back to specific tickets for easy status updates.
    • Task Creation: Never lose sight of important tasks related to a ticket.
    • Two-Way Messaging: Communicate directly with ticket reporters, keeping all correspondence logged within the ticket.
    • Individual Ticket Tracking: Access all tickets raised by a specific leaseholder under their Ownership Details tab.
    • Internal Notes: Make notes visible only to you and your colleagues.
    • Merge Tickets: Combine reports of similar issues, like a shared broken lift.
    • Audit Trail: View a comprehensive log of actions taken on each ticket, providing clarity and accountability.

    The Ticketing module continues to help a vast number of our Clients manage Maintenance better than they’ve ever been able to, before. We’re confident that you won’t need it, but we even offer a 14 day cooling off period, should you decide it isn’t for you!

    To help gain a deeper understanding of all things Ticketing, please feel free to check out the Video Demonstration, by clicking the link!

     

    If you wish to learn more then please reach out to me directly:

    Email Craig