Multiple ways to master Resident
New to Resident? Need a refresher? We’ve got you! You can choose from a range of training options and choose the one that suits you best.
Our training packages include:
- Setting up your agency with branding, document templates & message templates
- Configuring users permissions
- Setting up clients & blocks – CSV imports, companies house connection and entering data
- ‘My Work’ – Tasks, Messaging, File storage, Calendar & File Notes
- Company Secretary – online share register and generating share certificates
- Accounts – budgets, service charge demands, ground rent demands, schedules, live bank feeds, supplier payments, leaseholder receipts and bank reconciliations
- 8 Stage Arrears process
- Maintenance – service contracts, requesting estimates, works orders, section 20’s, supplier payments
- Leaseholder portals & customising users
- Support – knowledge base & videos
What's new for 2022?
Resident will be back on the road with our comprehensive workshops! We have teamed up with Hotel du Vin and we will visit all of the below locations throughout the year. More details to be announced soon.
Customer Service & Support
As a Resident client you benefit from a dedicated support line contactable via email or an inbuilt ticketing system within the platform. We aim to respond to all support queries within an hour but certainly the same day.
In addition to dealing with system bugs or assisting with functionality questions we also value client feedback including ideas on improving the system and constantly evolve our product as a result of this. We make every effort to understand our clients business needs.
