Accounting
Web pulls are done at what times of the day? (Mon - Fri)
8am, 12pm(mid day), 3pm
If a customer wants to cancel & requests a refund of their deposit and/or cost reduction, you are to chat the refund thread.
True or False
False,
Chat the cancel thread and refer the customer to the manufacturer
What do the letters in the serial number stand for?
The style of the building
If a customer calls in for the first time with repair issues, the first step is....
Refer the to the manufacturer, along w/ notating in detail
If you have a technical issue, what is the process of getting it resolved?
Submit a ticket
What is the transaction fee online, when a customer sets up autopay?
$0
How many months does a customer have to pay to qualify for mercy or grace?
4 months
What is the difference between a new buildings account # vs a used buildings account # vs a buyback buildings account #?
Just #'s, #'s + R, & #'s + IP
Who can talk with a customer or take payments on an account that has been sent to Fox Collections?
Anyone in the company
What are the late fees for a mini storage customer?
$20
What steps are required for a refund to be processed?
If same day, Chat account # to refund thread.
If different day, Chat account # to refund thread & make sure card # is listed in more comments.
If a customer wants to cancel and is requesting a refund of any payments made, you chat the cancels thread and the refund thread.
True or False
False,
You chat the cancels thread and make sure your notes reflect the customer's refund request.
If a customer in Recovery, calls in wanting to pay the minimum amount required, what is the first question to be asked?
Is the driver there?
How many chicken houses are at AAA farms?
10
This should be verified when a customer calls and to pay off their account....
Mailing address
3
What does the 5-year Assurance Plan (by Premier) cover and how much does it cost?
Replacement of destroyed building (1x)
Labor, not materials
Door Handles/knobs (mailed at no cost)
1x releveling
Who handles UCC terminations, subordinations, & repairs?
Ashley Hutson
The status is changed, the account is notated, and the account manager is chatted to contact the customer asking for payment when......
There is an NSF and/or NSF for NSF
List the 3 steps in the Inventory Department's process and what they entail?
Quality Control - Checks every contract to the settlement
Inventory Control - Enters all-new inventory into the RTO system and balances the settlement.
Data Entry - Enters all contracts/customer info into RTO, balances new money, send welcome letters/calls/texts
What is the average number of accounts that are in legal?
Between ___ & ___ each month
Between 475 & 525 each month
What are the current 3 options offered by Milan Mini Storage?
Standard, Climate Controlled, Boat & RV