A lot of updates happening to the system this fall; here a couple on the licensing side!
Licensing: Monthly Report Available On-demand
You can now run the monthly report you get via email anytime!
Licensing: Delinquent License Inspections
License users been able to see what licenses are delinquent. If you want to track activity around resolving delinquent accounts, inspections are a good option.
What’s an Inspection?
Inspections, like tasks, can be added to license applications:
Also like tasks, inspections have a status to manage if they’re completed. Inspections have a few ‘extra’ capabilities:
- Inspections can have custom form tied to them (like a findings of fact or an door knocker notice)
- An inspection can have multiple ‘visits’ tied to them as well as notes.
- Inspection visits can be scheduled
Additionally, we can setup delinquency inspections to automatically be created each week so you don’t have to pick and choose yourself.
As a bonus; if you have activity tracking we’ve added it the monthly report so you can see how you’re progressing.
If you’re interested, shoot us an email and we’ll get you setup!