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.
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What's inside
- Resident list with contacts and the best way to reach them
- Access arrangements, keys and pets
- Additional needs flag and notes
- 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.
- Flag anyone with additional needs before works start.
- Log every call, visit and letter.
- Filter by status or needs to brief the team each morning.
Who it's for: Anyone working in occupied homes for housing associations, councils or landlords.
Every template
Works the way you do
Your logo and coloursCompany name once, logo in, two colours changed.
Phone, tablet or laptopExcel on Windows, Mac, iPhone and Android.
Example rows includedSee how it works, then delete them and start.
Pay onceNo subscription. Use it on every job.
Is it GDPR friendly?
It only asks for what you need for the works and includes a data note. Keep it on a secure drive and delete it when your retention period ends.
Can I link contacts to a property?
Yes. Pick the unit from a dropdown 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 is not what I needed?
Email within 14 days and I will refund you.
Get all 9 templates for £39
Quotes, invoices, job costing, subbie payments, snagging, progress, variations, RFIs and resident liaison.