Customer Success - Arrowhead Lock & Key
This document is a walkthrough of the process of entering and completing a work order for Arrowhead Lock & Key. Since Arrowhead is considered an NSP due to the various requirements they have for billing, all work orders would fall under the general NSP process outlined here: https://www.team.locdoc.net/resource/customer-interactions/nsp-and-corrigo-site-visit-procedures
However it is helpful to have a handy guide to more complicated issues relating to specific customers should the need to have a reference arise.
Arrowhead Lock & Key is a locksmith located in Atlanta Georgia, who services Jones Lang Lasalle - Bank of America Buildings. Arrowhead won a contract with JLL - BOA and therefore manages the service portion of those buildings. Because we are the main locksmith who has serviced and set up much of the locks and doors at the BOA buildings, Arrowhead subcontracts work through us. Pat Baur is our Arrowhead contact. Almost all work for BOA buildings comes to us through Pat Baur’s emails. He is also the contact person for billing, NTE increases, and check in/check out.
Arrowhead Work Order Requirements:
All work orders have a BOANC number. If we do not have one please request this from Pat.
All work orders have an attachment with the Arrowhead, make sure it is included when creating the site visit.
The technician must call Pat to check in and out of the site visit; his number is listed in the work order attachment. There is an automated task that is created with each Arrowhead work order for checking in and out.
All Work Orders will have an NTE amount that cannot be exceeded. If the NTE needs to be increased. Please call Pat to advise him of the increased amount and get approval.