2 years ago

🚨 Changes to Owner Statement's Are Coming - Here's What You Need to Do

🥳 This update is equal parts exciting as it is important 🥳

After listening to amazing feedback from our customers, we went and started building what we believe is a refined Owner Statement that you and your clients will love. There are two elements that we're excited to update you on - the reformatting of new Owner Statements, and the ability to hide owner details on Owner Statements.

Reformatting of new Owner Statements

First there are a couple of short steps you will need to take to ensure your banner/logo images appear professionally on your new statement and give it the face lift it so deserves. You will need to take these steps before July 7th otherwise it will update automatically.

To make this process as easy as possible we have made a short 2min video that you can follow along with or if you prefer you can follow the steps bellow.

Navigate to your Company Settings page
Under the 'Communications' menu, select New Owner Statement Options
Select your logo alignment, and upload your logo using the button provided
Select Save. You will then be redirected back to your Settings page

For more information about the reformatting of Owner Statements you can go through our knowledge base article here.

3 years ago

Manage insurance policies for your Suppliers 🛡

Send out work orders with peace of mind knowing your suppliers are adequately insured by adding, storing, searching and maintaining insurance policies and status for your suppliers or contractors under their contact record in Re-Leased. With one single source of truth you can qualify suppliers quickly because you're one step ahead of your records in Re-Leased.

Under a supplier contact record you will now see an insurance tab where you can have all the magic happen. Colour coded policy statuses make it clear if a supplier is good to go, if they have a policy that’s expiring soon or if it already has.

If a policy is expiring soon (within 30 days) or has already expired simply send an email template to the supplier to request an updated policy. To see an overview of all your suppliers insurance records, you can run a report to see the policies across your contacts or add them to your dashboard calendar 🦄

3 years ago

Who Wants to Download a Document Just to Check one Thing

You can now preview uploaded documents inside the Re-Leased platform without having to download them. Simply click the magnifying glass icon next to an uploaded document to open the file. Once you have finished just click the exit button on the top right to resume your mission.