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Customer Service
Service Ownership Performance
Q&A
Q. What form does a customer fill out when they want to update their personal information?
A. The Customer Information Update Form located in the customer's document section of their account.
Q. How do we process unit transfers?
A. Select the desired unit to transfer a customer to. The promo should accurately calculate the transfer money owed or credits applied.
Q. Does a Business Account Name Update change the rent rate?
A. No. The rate remains until the next scheduled increase built into the system.
Q. Can a Business Account Name Update be processed if a balance is owed?
A. No. The account must be paid in full prior to processing any account changes.
Q. Who is the assignee for cut locks?
A. Assign the cut lock to the inspector. (unit #, cut lock, apply combo lock)
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Deceased Customer Account Handling
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Protego Protection Plan
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De-Escalation
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Non- Profit
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Incident Reports
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