When are Past Dues sent out? Name all three dates
- 8th of month
- 11th of month
- 20th of month
When do we Terminate/Suspend subscriptions? (Give Examples)
1. Terminations - End of Invoice Month
2. Suspensions - 1st of Next Invoice Month
How do you submit a ticket?
- Go to the FreshService App through Office.com
- At Home Page click Report an issue
- Fill the information needed to have the issue corrected.
What does LCF stand for and what are two uses of the LCF?
- Location Change Form
- Cancellations/Suspensions
- Credit/Debit Invoices
- Add/Remove Parkers
- Refunds/Write Offs
- ETC.
Name the current CEO of LAZ Parking
- Alan Lazowski
What are some of the duties of a bookkeeper? (Name atleast 3)
- Completion of Monthly Applications to Subscriptions
- EOM Reports
- Code Red Location Visits per week (New)
- Sending out Past Due Notices on the 8th, 11th, and 20th
- Maintaining emails regarding monthly customers (Including Ecommerce Monthlies)
- Send out Credit Card Decline List to TL/FM on 5th of each month
- Maintain Rates and monthly customers on Subscriptions
- Process LCF on a timely manner
- Process location payments on a timely manner
- ETC based off location needs.
How do you verify if a customer is being billed properly? What causes customers to be billed a blank invoice?
- Open and review the invoices
- Review Product on subscription page, if product rate plan is correct, review the manage parker and make sure there is one there to be billed with the correct rate plan
- if all is correct, then proceed to review the rate plan itself and make sure the rate is setup properly.
- Send to AR for help but we are better than them.
Name the different types of departments you can submit a ticket to in FreshService? (Name two)
- Information Technology
- Revenue Audit
- Accounts Receivable
- Tax
- Accounting and Finance
- Subscription
What is the purpose of the AR Tracker?
- Track collections
- Track Usage of Facility
- Better understanding of where the location stands with monthlies.
Name one of the key LAZ Values.
- Commitment to People
- Honesty and Integrity
- Trust
How do you properly submit PTO?
- Submit to Department Manager via email
- Must be confirmed and approved by manager
- 1-month advance notice before PTO start
- Only 2 bookkeepers allowed on PTO at once
- Seniority List will be given starting April of each year, after May it becomes first comes first serve.
- Proper notice of sick days or emergency (Documentation needed)
What is one of the primary functions of our subscription platform?
- Allows customer to use a platform to subscribe to monthly parking at a location
- Invoice/Billing monthly customers
- Integrations with parking system if available
If a ticket gets closed before the issue is completed, what is the process to get this resolved?
- Resubmit a ticket with the old ticket number on it, send to same person who was previously working on the old ticket.
- Multiple attempts to get the issue resolved would require the cc of the location DOO, GM, SVP, Shannon, Padmini, Narisha, Mentor
When are AR Trackers due and what is the submission process of the AR Tracker?
- 8th, 15th, and the 21st
- Trackers must be submitted via OneDrive to the Team
- TL/FMs are responsible for filling out the AR Tracker
- DOO will review and confirm once completed
- Team Review Call with Bookkeeper, Padmini, DOO/GM between 10th to 15th
What year was LAZ Parking Founded?
- 1981
- PADS - Pre-Authorized Debit
- ACH - wire transfer for external payments
What is the proper way of completing a rate increase for a location? (Will require to give demonstration)
- Padminis jurisdiction
- Demonstration will be required by bookkeeper
If payment is posted incorrectly, what is the process to fix this issue? (Demonstration Required)
- Padmini's Jurisdiction
What day are the weekly breakdowns due?
How do we select the locations for the weekly breakdowns?
What is the requirement of the Breakdowns?
(Explain in Details)
- Every Monday
- Padmini Subscription/Epicor Report sent out every Friday
- Select Code Red and Green Locations and fill out the spreadsheet.
How many New York/New Jersey locations does LAZ Parking have?
- 276
How do you pull an Account Summary Overview report? (Demonstration needed)
Padmini's Jurisdiction
How do you create a rate plan?
(Demonstration Needed)
Padmini Jurisdiction
- Go to manage product
- Clone rate plan
-Update rate name along with rate information
- NOT Padmini
- Through FreshService
- Through Office - IT Operations Orders & Access Forms
Where do you access each tracker from?
(Demonstration needed)
- Padmini's Jurisdiction 👩🏽⚖️
Demonstration to follow
Name the three founders of LAZ Parking
- Alan Lazowski
- Jeff Karp
- Michael Harth