W-Cortland

This is the Instruction Manual for the entry and parking of the Cortland.

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Last Update: 11/2024
Revised by: Johanna García G.

Objetive

• Guide the information regarding the income of the units and parking spaces, in order to provide guests with the necessary instructions on time, when required, during the "Welcome Call", when responding to requests through any of our service channels, or for formal purposes related to each unit.

• Prevent misinformation from those attending to the guests r egarding the income and parking spaces of the units through accurate records. This is of vital importance, especially when it comes to information about extra charges that may be generated for parking or for units that do not offer this service.

Any contact with the guest should include a request to confirm a valid contact number, enabling a direct conversation with the guest. This allows for a thorough and clear explanation of the importance of the registration process, along with completing other tasks essential to welcoming the guest.

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FAQ's

What information do I need?

Address	15th Street South 801, 22202 Arlington, United States
Unit numbers	7
Access to the unit	Keys for the door and FOB for building access by August App (The code is sent by the Customer Service agent to the guest)
Maintenance requests	Access link
Parking	Through the lockbox inside the unit once the guest has paid

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Workflow Map

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Procedure Line

1. Verify that the registration is correctly completed

Important Requirement: Before proceeding, ensure that the prior registration process in the building's system has been completed. Verify that the registration status is "Done," check that the registration icon is green, and confirm that the required documents for this purpose are present within the registration window. 

In the reservation window, you can click on the icon to review the complete registration process. If the reservation is registered, it will display the name of the agent who performed the registration, along with the date and time.

For this part of the process, it is important to keep the following in mind:

• All guests must have complete documentation (as shown in the image above).
• The primary guest must complete the security validation (Verified ID) in buildings where this is required. This can be viewed in the system through the fingerprint.
• Payments must be fully settled to avoid any issues with the guest's access to the unit. This refers to parking (if the guest has requested it).

To check if the registration has been successfully completed, the path is as follows::

CRM: DashBoard / FrontDesk / Registrations

If it is not has been clomplete, the process with the guest cannot continue.

2. Send the Check-In Instructions

This part of the process is automatic, but it can be verified to have been completed through the Guesty platform by locating the reservation chat.

In the event that the guest requests to receive the check-in information again, the Customer Agent should copy the information from the chat with the guest and send it to them.

Important: The information for each unit is different, so it is a priority to copy the information directly from the guest’s chat before sending it.

3. Instructions Pickup August

The Service Agent must create the access code for the guest through an online platform. This is to have the necessary information when making the Welcome Call, and to ensure the guest knows that the code has been sent to their email address, the same one used for the initial registration.

To complete this process, the app called "August" on mobile devices must be used. The Service Agent must follow the step-by-step procedure to create the guest in the unit they reserved, and then the guest will need to complete another part of the process. Everything is described below:

a. Access the app through the mobile device and the Reservation Unit.

• Phone: +1786 721 1784
• Password: cr144816121$

b. Once in the app, on the reserved unit, the status will appear either green or red. This indicates whether the door is open or closed. In either case, it is important to ensure that the process continues.

c. Enter through the bottom button to Add Guest to the Unit and press "Invite."

d. Select the option "Invite via Mobile Number," and the next step is to search for the country code corresponding to the guest's phone number.

e. To search for the country code, you can type the name of the country in the "search" field, and then enter the guest's phone number.

Important: This is the number where the guest will receive the SMS with instructions to complete the registration process and later unlock the door to their reserved unit.

f. Next, enter the guest's first and last name. Continue the process by pressing the arrow to proceed, and then select the option "App Access (Always)."

g. Within the option, select "Temporary" and then enter the Check-In and Check-Out date and time.

Important: Work with the time zone of the unit's location and consider the time set on the mobile device. Keep in mind that in the U.S., from November 3 to March 10, the time matches Colombia's time zone.

h. To complete the service agent's process, press the "Send Invite" button, and the app will automatically send the text message to the guest so they can continue the process.

4. Pick-up Key

What process should the guest follow to complete the unit access setup?

To provide instructions to the guest in case they need assistance, you can send them the video created for this purpose, which can be found at the following link:

https://drive.google.com/file/d/10AFhreN3yGJ7F2OXoGm3X0UTP5PWCYbB/view?usp=sharing 

• Inside the unit, you will find a fob and a key. There are two options for you to enter.

• When you check out, please leave the fob and key where you found them

5. Parking

For parking at this unit, it is important to highlight that there is an additional cost, which is specified in the Check-in message sent to the guest. If the guest requested this parking service, the lockbox inside the unit is opened, and there they will find the parking permit.

When the guest requests parking

Note: Each unit can only be assigned one parking space. If the guest insists, exceptions should be reviewed with the managers.

The guest can make the parking request through any available communication channel: Chat, email, or phone call.

At this point, once the request is received, the service agent must notify the parking fee. In Washington, the parking fee is $20 USD.

Important: For reservations made through Airbnb, the parking fee is $20 USD. For other platforms, the process should be carried out in parallel with the CRM and Charge Automation, as an additional "processing fee" charge is generated, and this is the amount that should be charged to the guest.

There are two possible processes:

5.1. When the reservation is made through Airbnb.

5.2. When the reservation is made through other platforms.

Each one is handled as follows:

5.1. When the reservation is made through Airbnb, 

The parking process is handled through the platforms: CRM and Airbnb. The step-by-step process is as follows:

• In the CRM, in the guest's reservation, a ticket is created, and the charge is generated through "Charge."

• In the box, select "Charge Form" / "Parking."

• The next step is that the system will request the "Transaction ID." This information is obtained from the "Request" section on the Airbnb platform.

• To continue the process, you must enter the Airbnb platform: Host Mode / Listings, and search for the unit for which the parking request process needs to be completed.

• When inside the Unit, the 'money' is requested from the guest, in front of the established parking fee.

• Next, click on additional services.

It is reminded that the parking fee is 20 USD for the total number of nights requested by the guest.

• In the evening, the comment is written about the number of nights requested by the guest for the use of the parking.

Finally, click 'Confirm and send the request.' By clicking here, the guest is sent the message with the process to complete the payment for the parking fee.

• With the process, the data generated on the AUR platform, such as the alphanumeric code, the parking fee based on the nights, and the note, must be entered into the 'Charge automation' ticket.

Important: The payment code is located at the end of the link. This is the one that should be pasted into the CRM ticket.

The way the Airbnb platform shows whether the parking has been paid or not is through the platform, as shown in the image. Only when the payment has been confirmed in the 'Summary' can the CRM process continue."

• Finally, in the CRM, it should be changed to 'DONE' status once the payment has been confirmed, and don't forget to add the comment in it."

5.2. When the reservation is made through other platforms.

• To obtain the "Transaction ID" code, go to the value that appears in the blue bar on the right side of the screen and press "Money Request."

• Access the 'Charge Automation' platform in parallel and go to the 'Booking' to begin the process of sending the parking charge to the guest.

• Copy the alphanumeric code from the CRM reservation and paste it into 'Charge Automation' to find the Unit and start the process.

• Select the '+' to add a charge to the reservation, and the next step is to open the CRM again to extract the parking fee, as there is an additional charge that is applied through the 'Charge Automation' platform. This is explained in the next step:

• Keep in mind that a tax is charged through Charge. Therefore, both the TK and the process must be generated simultaneously.

TK shows the actual amount to be charged with the '+ processing fee,' as shown in the image.

Check the CRM value to enter it into the Charge.

• Once the parking fee value is obtained, fill in the information required by the system:
  • • • Amount
      • Description
      • Activate the Chargeback protection

Chargeback protection: This is activated to prevent the transaction from being reversed by the guest and to avoid it being considered fraud.

• To send the charge to the guest, press the blue button 'Charge now' and select the option 'Send Payment Link'

• It is important that the payment is not approved in the CRM until it has been confirmed by the platform through the option shown in the image

• To complete the process, it is necessary to change the ticket from 'Make Receipt' to 'Add charge.' Then, close it.

 

 

5.3. Parking Lockbox

Lockboxes have been installed in several units. These lockboxes work with the SMART LIFE app. Once the guest has made the parking payment, the front desk will be responsible for providing them with the respective code to access the box and obtain the parking tag, which should be placed VISIBLE on their vehicle to avoid towing.

• This is how the SMART LIFE app appears.

• This is how the boxes appear within the app; they are assigned with the building name and unit number.
  
  

• When entering the unit, go to the TEMPORARY CODE option
  
  
  
  
  
• Select the DYNAMIC option and then click GET CODE.

• The 8-digit code has a 5-minute validity once generated to open the lockbox.
  

 

1 - The front desk should only generate the 5-minute dynamic code (please refrain from using the other options).

2 - The guest must ACTIVATE the box by pressing the letter C to turn on the keypad, and then enter the code (see instructional video).

3 - The guest must enter the code correctly, slowly, confirming it well, and then press OK to open the box.

4 - If for any reason the box does not open, wait for the 5 minutes BEFORE generating a NEW CODE, as requesting too many codes in a short time will cause the lockbox to LOCK.

 

 

Whay to do if the parking keys are lost?

When a card or key is lost by the guest, a ticket must be created in CRM addressed to Maintenance and Cleaning to initiate the replacement process.

In the CRM , a ticket is created addressed to Maintenance and Cleaning, and they are responsible for carrying out the internal process of biling and replacement throught Guesty. This process takes approximately 5 hours to 1 business day.

a. Created in CRM, Ticket.

• Ticket: Resolution
• Ticket Type: Maintenance and Cleaning
• Priority: High

b. Mantenance and Cleaning Area, receives the request.

c. Internal process by pay and reposition.

If the guest needs to check-out, they cannot do so until the payment for the card value iss restored. Continuos communication with the Mantenance anad Cleaning team, must be maintained.

6. Maintenance and Cleaning requeriment´s

In cases where the guest requires a solution for any deficiencies, absence of amenities, or other issues, it must be escalated to the responsible area through a ticket in the CRM. Be sure to consider the existing classifications for each case.  

It is important to keep in mind that when creating the tickets, they should be done in English and include as many details as possible, so that the information is sufficient when carrying out the repair (location of the damage or the need, detailing the object in question). In cases where evidence is needed, attach the relevant photographs.

7. Tow the car:

In the event that a call is received regarding vehicle towing, the following procedure should be followed: (The case is received through the communication channel (call or message).

• Immediately, the Customer Agent should contact the building's Front Desk, and the vehicle recovery process should be handled between the building and the guest. 

A ticket should be created in the CRM to provide context regarding the guest's situation and to follow up on the case.

• It is the tow truck driver who provides the information about the reason for the vehicle towing and how to make the payment.

If the guest requests assistance with the case, the service agent must escalate the issue to the Manager in charge to review a potential compensation.

8. Check Out process

This part of the process is automatic, but it can be verified to have been completed through the Guesty platform by locating the reservation chat.

In the event that the guest requests to receive the check-in information again, the Customer Agent should copy the information from the chat with the guest and send it to them.

Important: The information for each unit is different, so it is a priority to copy the information directly from the guest’s chat before sending it.

The guest must return to the front desk:

• 1 access FOB for the building
• 1 parking pass (if used) – Paking pad.

9. Maintenance requests:

After a guest completes their stay and checks out of the unit, the Maintenance and Cleaning team assigns the cleaning service for the unit.

This process is carried out by the Maintenance and Cleaning team.

9.1. To request maintenance in this building, you need to go to the platform https://cortland.funnelleasing.com/login. Select the Resident Login option. Credentials:

• Email: tony@wehostgroup.com
• Password: Threecomas21$

• On the main page, you should select the option in the top right corner to display the other units.

• Once the unit where the maintenance request will be placed is selected, select the next option and fill in the corresponding fields.

• Once the maintenance TICKET is created, we can proceed with the necessary follow-up.

10. Extension

When a guest requests an extension of their stay (either to arrive earlier or leave later than the original reservation), the following process must be followed to reserve that space in the company's systems.

a. Check that the unit is available (Guest).

b. Click on the space you want to separate and fill in the corresponding information.

c. To check the creation of the reservation, you can verify that the space is occupied with the information that was entered.

d. For the payment of the extension, it depends on the platform through which the reservation was made:

• Booking, Blueground, Expedia, or direct: Charge automation
• AirBNB: The guest generates the extension

e. After verifying in the system that there is availability and making the reservation, a ticket must be created in the CRM to notify Maintenance and Cleaning that the unit does not need to be cleaned, as the booking is for the same guest.

Note: If the extension is for before or after the already made reservation, the process applies in the same way.

f. In the CRM, follow this path: Dashboard / Front Desk / Main Dashboard

g. Next step, select the unit and add Ticket.

h. Then, fill in the fields to create the ticket:

• Tag: Extension
• Ticket Type: Maintenance and Cleaning
• Priority: High
• Schedule Date: Actually date.
  

In this process, the cycle is completed and the Registration process, along with the subsequent steps, begins again.

Always remember that the CRM is the core platform used to record each point of contact with the guest and allows for tracking what happens in each case, ensuring all teams involved in providing excellent customer service have visibility into the process.