If you need an access form submitted to a building please assign a task to the service@locdoc.net account and please include the following information.
Date needed
SV number
The information should be formatted in the following manner
“Access form needed for SV123456 on 6/1/23”
Please make sure the SV has accurate information as it will be needed to submit the form to the respective building.
Loc Doc Security uses two applications for On Call scheduling purposes. Through Sling, the technicians can view and trade their shifts, and through RingCentral, the phones are scheduled to forward to the technicians. In this Process, you will learn how to make changes in RingCentral to preschedule forwarding to On Call Technicians based on the Sling Schedule. The first step to this process is to log into the Sling app and confirm the technicians who are assigned to each day of the week. You will check Sling every Friday and make changes for the next Monday to Sunday. Confirm the scheduled dates and the technician on call and then proceed to the next step. See video below. Make sure you are in the Full Schedule, with the Locksmith - On Call Technician position selected, and the appropriate week is selected. You can also change the option to look at …
It is very important as we schedule jobs that we communicate with our customers. This does not only mean what we communicate, but HOW we communicate the scheduling. There are several steps we need to take when scheduling a job and communicating with the customer: STEP ONE: DETERMINING SCHEDULE OPTIONS Where is it? This is an important question to ask, since we do often get requests from all over North and South Carolina, as well as Georgia at times. If we schedule too soon for a job that will take a half day for travel, we could cause efficiency problems for our dispatcher. Please keep in mind that anything greater than 30 miles from the branch location (Charlotte or Anderson) should be scheduled at least 2 days out. If there is an emergency that needs to be scheduled sooner, communicate with the Service Manager to coordinate…
When a customer calls asking to pay a deposit for a quote, this is the process Customer Success will follow in order to ensure that we are communicating consistently and cultivating trust in the customer and our team members.
Assure the customer that we can get them over to the accounting department to collect payment. Ask them for the estimate number that they are paying the deposit for.
Pull up the estimate number and review the work order for the following info:
Confirm the deposit amount that they want to pay.
Confirm if there are parts or not on the work order.
If there are no parts on the work order, give the customer the expected scheduled time once deposit is paid (using your judgment based on the amount and type of labor required)
