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I'm especially familiar with Docusign, and I know OwnerRez has no direct integration with them at this time. You may be able to work something out manually, I dunno. If you do, let us all know! :-)
Ken,
Does Docusign offer any type of integration possibly where we could have OwnerRez send the agreements automatically? I have no idea, but it would save time at least manually sending contracts out.
@Rich
I know a single signature suffices in most sitations. Like you say, I do it for peace of mind if an argument arises where they say they did not see that section. Such as a $100 fee for soap in the hot tub. You cannot easily deny you missed that section when you have an initial or siganture right next to it. Plus, it make me feel better that they "may have" actually read that section since it was pointed out to them.
The main reason I like Docusign is because the ID can be bound to the contract. It keeps things nice and neat. There is no verification being performed on the ID, but 99.9% of the time the ID will be legit I would think. There is always the chance it could be fake.
@Ken
Whenever you guys decide to tackle this it would be quite useful!
Not real soon, because it's a lot of work to get it right.
But there's no need to sift through emails to find them, at least not more than once. When you get an ID from a renter as an attachment to an email, you can go to the Booking in OR, then the Files tab, and upload it there. From then on the image will be associated with the booking and can be easily found and viewed there, no need to root through your email!
Any idea when the option to add ID upload via custom fields will be up and running? Sifting through emails to find ID's is a tedious process. It will be very nice to have them stored on OR along with the legal agreement.
Hey I'm trying to embed the mailchimp html code into our ownerrez site but don't see where to embed it? If I create a widget, it only allows widgets specific to bookings, calendars, etc. Do I embed the html code into these widgets? Or can I make my own that is just the mailchimp newsletter signup box and put that widget on our ownerrez site?
Please let me know. Thanks!
@Denise A - just click on the support tab and search there. You're not missing it, there isn't a search feature once you are looking at the forums, but the Support screen's search works just as well to find forum topics.
By the way, you're other post is recognized by the developers. They've said they would like to improve the forums with likes and other features like attaching images and files, but it's undoubtedly lower priority than other work they are doing. I agree, I miss these features every time I use the forums ;-)
@Chris A - have you used Resort Cleaning? I got the demo and liked the product, but my cleaner (she has 8 employees) isn't too keen on adopting it.
@chris A - I agree about the need to verify the person, for example by having them upload an ID which is matched to them somehow.
my $.02 is that you don't need to have additional signatures. Sure it can give some peace of mind, but I've asked the attorney who drafted my rental agreement (Colorado) and he advised me that a single signature is sufficient. My thinking about this is twofold: a) in the days of paper documents it was easy for someone to insert an additional page after the fact, but that isn't possible with e-signing; b) specifically pointing out sections of documents is probably a safety measure for large corporations such as lenders, who could be subject to claims of mis-leading homeowners. As a large company they could be perceived to have an advantage over individuals. But I would doubt that kind of claim would ever be considered by a judge.
In any case, I had the same reservations you did about extra signing/initialing and after getting advised it wasn't necessary, and thinking about it, I concluded that OR's approach is fine. And a lot cheaper than docusign (or RightSignature which I used to use).
Happy to help, we have a topic in the forum about this exact thing. See Chris’s comment below.
Chris Hynes said:
Yes, we have plans to add an ID upload option via custom fields like the other custom fields during the renter agreement signing. That would be just an image, though, without verifying.@Chris -- interesting idea on the third party verification. I think Safely is now here: https://safely.ai/ -- that looks like some sort of combined verification + damage protection insurance, but based on their site I'm not sure they're actually looking at an ID.
I see there are others that do ID verification like: https://www.trulioo.com/product/id-document-verification/ -- they will do similar to Airbnb where you send a snapshot of front and back of drivers license and compare to a selfie.
I think you really need to retain the ID for chargeback defense -- that's going to need to be sent with the documentation packet. An attestation of "yes, I verified the ID" is going to be weaker than actually showing the ID that matches the card.
I would like to suggest adding a few features to the legal agreements. I currently use another service because I am not able to collect a photo ID or ask for additional signatures or intials on certain areas with OwnerRez. Most people do not read rental agreements, and I use Docusign now to add specific sections on the agreement where they have to initial and sign under certain policies to ensure I pointed them out to them. At the end they have to attach a photo ID. Everything is linked together and stored with their IP address.
Are there any plans to make the legal agreements more robust so I can drop Docusign? This is the only reason I use Docusign.
-Chris
Adding something that works like Resort Cleaning would be good. That way the cleaners could get a daily report on cleanings needing done and schedules. Etc....
As a brand new user, I'm still learning capabilities of the software. ie--I'm interested in Dynamic Pricing, and found a feature request about it. But I believe it's already been added. It gets a bit confusing...
Possible to add a Thumbs Up button to feature requests so you can get feedback of how important we feel something is?
Plus one vote
I don't mind searching for answers instead of asking the same questions asked over and over. Am I not seeing it?
Let me know how it works. I am reluctant to do it.
Totally understand - guests don't seem to get it. Either that or they don't have much wiggle room on their credit card. Ha!
I have switched to a security deposit "hold" to see how that works. I've re-written several of the OR emails that go out to emphasize I will be putting a hold on their CC. Will see what kind of response I get. Now I have to figure out how to handle things if there is damage. :) One more thing I know OR has planned for but I have no idea where it is in the system. Learning curve....
I am resurrecting this. again, get so many comments saying "I do not want to pay 2K" .. well it is actually $1700 plus $300 deposit. People just do not read or understand that deposit is refundable. I do not know what else to do - I already capitalized the "REFUNDABLE" in the description...
I agree, I'd like to be able to specify that the discount should be applied to the amount of the rent only. But thanks for getting this feature created, it is great!
Love the functionality!
Slightly odd behavior, though...if I add a, say, 5% surcharge, it adds 5% to the rent only, but if I add a 5% discount code, it takes 5% off of the rent *and* the cleaning fee.
Seems that this should be something that is selectable. Or at the least, it should work the other way--I don't want to discount my cleaning fee, because that goes straight to my housekeepers, whereas a surcharge (like a credit card transaction surcharge) should apply to the whole bill.
"Say No to VRBO Service Fee" and "Short Term Rental University"
Thanks, @Rich. What is "the other forum"?
@Valerie - I think it's best to post requests for feature changes in the other forum, makes it easier for the OR team to not overlook it.
I agree with your comments, there is a lot of value in keeping short term rental stuff all in one place.
What are the reminders for? If it's something standard like you send it one day after arrival, you could use a trigger that would send it automatically. You can have multiple triggers using the same template.
I appreciate the feedback, and I am aware that I can add reminders to my Google calendar....in fact, that is how I used to do it before beginning to use reservation software.
The "problem" (not really a problem) is that the current software that I use has the ability to attach reminders right in the booking when you are getting it set up within the system which is very convenient....no need to go to a separate website (like the Google calendar) or tool to do it.
So I've experimented with setting up an email template in OR to be sent to myself to remind me of the task that needs to be done.
I've discovered that you can only use an email template once within a booking. So, I cannot schedule a reminder email to be sent to me more than once per booking.
I'd like to request that this limitation be removed, so that you can use any email template as many times as you wish per booking.
@Valerie R - I too have asked about having scheduled tasks, but it's pretty much a nice-to-have feature that you can easily work around with a calendar app.
I personally use google calendar for all of my reminders to myself, and I find it's super easy to include reminders there anyway. I don't really think there's a huge benefit to having it in OR, except for maybe property managers who want to track the result of the task with a status update. For an individual like myself with 3 properties it works fine to just set a reminder quarterly to do taxes, annually to reset kaba lock codes, and semiannually to perform deep cleans.
Unrelated to tasks, I learned early on that OwnerRez doesn't have an enormously feature-filled email system, but again I've just learned to send emails from my dedicated personal email (eg: myname@lovelyvacationrentals.com) and keep all of that communication in my personal email. Of course automated emails come from OwnerRez, but both those and the ones from my personal email appear to come from the same email address so guests never know. I just have two places to look for emails, OwnerRez and personal when I'm searching for something that was sent.
... and in my template emails I just insert the custom field code shortname between braces like {PXPARKING}, at the appropriate place in the template. You can preview how the template will look for each property.
@Valerie R - I have similar emails, what works for me is to create a custom field and then put unique text in for each property. There are no limits to how much content you can put in a custom field, I have one that are my house rules with dozens of bullets, and of course they are unique per property
Here are two of my custom fields. Both look much nicer than this forum, the actual text is formatted with bullets/bolding/etc
Parking Directions (PXPARKING)
Property A:
- Drive straight into garage and turn left before bike storage area, then continue straight through passage to Fraser Building
- Elevators will be on your left
- park either on this level or turn right to descend to 1st level
Property B:
- Drive straight into garage and turn left before bike storage area and find a nearby spot
- Elevators will be on your left
- If there are no spots, circle around and drive up the ramp behind the bike storage and park on the 2nd level
Wireless (PXWIRELESS)
Property A:
- Building Wireless: FCFPinternet password is fakepw1
- 4573 Unit Wireless: SkiCountry password is fakepw2
Property B:
- Building Wireless: FCFPinternet password is fakepw3
- 3501 Unit Wireless: SkiCountry password is fakepw4