A storage customer wants to update their contact phone number. What do you
do?
***Never update a customer's information in WSS***
- Document the updated information in the notes
- Advise customer to contact the entity to makes changes permanent
How many pieces of information are you required to verify when speaking to a
customer about their storage account?
Two (e.g., phone, email, first and last name, etc.)
If customer calls regarding storage account, and the phone number that they
called in from is different than the phone number on the account, what should
you do?
Enter the phone number that they called from into the notes -- do not edit the
account info
A customer wants to use two credit cards to cover a payment in WSS. What
do you do?
Advise them that only one card can be used for a payment.
, This is because partial payments are never accepted for storage units, and if
one card doesn't work, this will count as a partial payment.
A customer wants to make a partial payment on their storage unit. What do
you do?
Advise customer's that your system doesn't allow you to take partial
payments.
What size ball are on all Uhaul trailers?
2"
In WSS, when are you permitted to use the last 4 of the credit card on file?
When customer can verify the card's last 4
What is your first step before taking a payment in WSS?
Check the notes to ensure that customer is allowed to make a payment.
Sometimes notes will indicate not to take a payment. In which case, refer
customer to the store directly.