Billing
This happens on midnight on the 20th
What are charges turning into invoices?
This is our VOIP provider
Who is CloudWiz?
This is sent out by the CM to the primary contact after Massimo confirms the company has been set up
What is the welcome email?
This allows members and guests to book meeting rooms and view invoices
What is the portal?
These are the three membership types WP1 currently has
What are Private Office, Dedicated Desk and Virtual Office?
These are calculated by pulling a report from ULM and using a template to determine the overage
What are printing charges?
This feature uses 1 inbound phone number and multiple menu options to direct callers
What is an auto-attendant?
This attachment goes to PO and DD members but not VO members
What is the member handbook?
Sort by this to find a member to be reactivated
What is Archived?
This membership type can have a mailing address at multiple centres
What is Virtual Office?
This type of amenity quick charge has a 25% surcharge before tax
What are courier charges?
These two test calls should be placed to confirm the phone is set up properly
What are outbound local (WP1 or Adrian) and inbound direct to the phone number (not extension)?
This needs to be updated with the member’s email, office number and fob ID
What is the Distribution List?
This discount group for booking is applied to every member
What is Member Price?
This membership type can work out of any centre during business hours for no cost
What are all memberships excluding VO?
This needs to be set to ON unless the member is moving out
What is automatic invoicing?
This document needs to be updated in the Shared Drive when new phones are added
What is the Extensions and Assigned Numbers spreadsheet?
These need to be signed by members and placed in the Shared Drive under Forms and Templates
What are signed WP1 Access Forms?
This report should be pulled without a date to catch previous errors
What is the Unbilled Activity Report?
This membership type usuall only exists at QW and KW
What is a community or FLEX membership?
These amenities are bundled for an $85 charge/set over the contract stipulation
What are office key and access card?
These 2 things need to be submitted to Cloudwiz along with an onboarding form if a number is being ported
What are the porting form and the last service bill?
This needs to be set up in Kube and communicated to the new member as login information
What is the company WiFi?
If this detail changes under a member's profile and they have a credit card on file, the card will become invalid and charges may not be made
what is a member's address?
Only this membership has mail transitioning – but also restoration fees
What is Private Office?