HiVis Sheets / Templates / Resident Liaison Tracker
Excel template · Instant downloadResident Liaison Tracker Template for Occupied Works
Every resident, their access arrangements, their needs and every conversation you've had, in one place. Built for occupied refurb and social housing works.
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What's inside
- Resident list: unit, address, contacts and best way to reach them
- Access arrangements, keys and pets
- Additional needs flag and notes, so operatives are briefed
- Letter, survey, start and completion dates per property
- Works status worked out from the dates
- Contact log with follow-up dates that go red when overdue
- Last contact date pulled through automatically
How it works
- Add each property and resident on the Residents tab.
- Flag anyone with additional needs before works start.
- Log every call, visit and letter on the Contact Log tab.
- Filter by works status or needs to brief the team each morning.
Who it's for: Resident liaison officers, site managers and project managers on occupied works for housing associations and councils.
Works the way you do
Is it GDPR friendly?
It only asks for what you need for the works and includes a data note. Keep it on a secure company drive and delete it when your retention period ends.
Can I link contacts to a property?
Yes. Pick the unit from a dropdown in the contact log and the resident's name fills in.
How do I get it after paying?
You'll get a download link straight away on screen and by email. It's a normal Excel file.
What if it's not what I needed?
Email within 14 days and I'll refund you.
Get all 6 templates for £39
Snagging, RFI, variations, progress, resident liaison and quotes. Save £33.