Platinum Department
- Overview
- Platinum Department
Introduction
Welcome to the Platinum Department. What is the Platinum Department and who do we deal with? We deal with Governmental Contracts and Platinum Clients. (B2B operations) Governme ...
Our Team
Here is a brief explanation of the difference between W-2 and 1099 technicians. The names come from the IRS tax forms used for each type of worker. The main difference comes down ...
Emails Workflow
To maintain order in the platinum@surelockkey.com inbox, we are introducing a system built on shared labels that every team member must use. This provides a clear visual status f ...
Job Types & Statuses Guidelines
In the Workiz system we have these statuses: Submitted In progress Pending Canceled Done SUBMITTED Every upcoming job is submitted.Every service reques ...
Client Engagement Workflow
Client Engagement Workflow This document outlines the workflow for engaging with both new and existing clients, from initial contact to job creation and the quoting process. O ...
How to search for new Government contracts
Whenever you need to search for new contracts to bid on, you may find many websites online by searching. Search by: "government bids + state" "solicitations + state" ...
How to deal with Government contracts
How to deal with Government contract requests and how to manage them in the system In this article you will learn how to deal with requests of our main contracts: State of Co ...
How to get Quotes and Parts
Getting Quotes and Ordering Parts This guide details the standard procedure for obtaining price quotes and identifying the correct hardware after a technician has completed a job ...
Vendor Relations and Complaints Team Workflow
Vendor Relations and Complaints Team Workflow Finding and Onboarding New Clients A. Identify Potential Clients 1. Research and identify companies that could benefit f ...
Platinum Clients: Services & Areas
Services we Provide As a full-service locksmith company, we specialize in a comprehensive range of security and access control services, including: ➤ Lock Installation & Re ...
Platinum Clients: Maintenance companies & Receiving Work Orders Workflow
Platinum Clients: Maintenance companies Receiving Work Orders From Email: - Identify Client: Search for the client in the existing database. - New Client: If th ...
Platinum Clients: AP Department Workflow for Completed Work Orders
AP Department Workflow for Completed Work Orders Maintenance Check the Job in the system to ensure we have everything filled by “Done Job: Checklist & Finance” ...
Done Job: Checklist & Finance
The commission rate defines how much the tech is going to get from this job (either in % or $). In case we send 1099 technicians on Platinum jobs, Daniel Szender is the one to deci ...
Platinum Team: Handling Customer Complaints
Complaints can come through various channels, including: Email support@surelockkey.com or office@surelockkey.com; Phone calls; BBB (Better Business Bureau); Con ...
Platinum Team: Handling Disputes
1. Initial Notification Receive Notification:-> When you receive a notification about a dispute, immediately locate the customer in our system (Workiz). Contact ...
Platinum Team: Handling Document Requests
The Vendor Relations and Complaints Team frequently handles requests for various documents from customers. The most common documents include: W-9 Certificate of Insurance ...