CRF Solutions has always viewed our clients as our partners. We understand that no one knows better how to use our tools and services than our clients. One of the things that set ClientView apart from other web interfaces in our industry is that it evolved with direct input from our clients. Although we can take credit for some useful features in ClientView, the bulk of what ClientView is today is because of users like you.
Below you will find a list of the
items that have recently been added to ClientView.
Most users tend to use the same tools and menus each day. Take a minute to click around the expanded menus and see how these new features might make your day more productive. Keep those suggestions coming!
Attach
Documents – Earlier this year, in our ongoing efforts to be more
"Green", we made changes to ClientView providing users the ability to view the
various documents that have been scanned and attached to their accounts and/or
jobs. We have now added the ability for users to attach documents to
existing or new accounts through ClientView with just a few clicks of the mouse;
Certified Mail Link – Now you can go to the Notice History section
of any job, click on the certified # of any individual notice, and you will be
automatically taken to the United States Postal Service website where you can
view the delivery status of the specific notice.
Blank Waiver History - We have added a grid to the Blank Waiver
section where you can see a history of all Blank Waivers created by you. This
enables you to go to an existing waiver to reprint without having to re-enter
all of the necessary job information.
State Alerts
– For our construction notice clients, this new tool will provide you with
useful tidbits and details from the various state statutes when you assign a job
and will help you negotiate the mechanics’ lien law landscape.
Google Map View – With the click of a button, you can
now see your job location through Google Maps. This can allow you to quickly see
what type of jobsite you are dealing with, whether it is raw land, commercial
property or residential property.
Share
or Control Your Desktop – This new feature is wonderful tool for
training and troubleshooting. Now with the click of your mouse, our customer
service department can view your computer screen and better assist you with any
issues you might be having.
COMING SOON !!!!!!
ClientView is a work in progress. We will never cease looking for ways to add value to our services and help make you more productive. The following are items in development and will be released in the very near future.
Lien Deadline Calculator – Pick a job, enter a few pieces of information,
and we'll let you know when your lien rights will expire on that job. With
today's economic challenges, this feature can be crucial for you.
Edit Customer Information – This will give you the ability to change
your customer's information on the spot.
Documents provided in ClientView™, to our clients, free of charge, for the purpose of preparing documents, such as Notice of Claim for Mechanics lien and Lien Waiver, without the assistance of CRF Solutions (CRFS) are provided without any warranty, express or implied, as to their legal effect and completeness. These forms should be used as a guide and modified to meet the laws in your state. Please use at your own risk. No form can cover every situation. Each situation is based on a different factual scenario. Clients are encouraged to consult the Mechanics Lien Act in preparation of a Notice of Claim or a Claim for Mechanics Lien or other legal documents. The forms offered by CRFS are not a substitute for the advice of an attorney.