Meeting Title: CSR Pest Drive Document Archive Date: 2025-06-09 Meeting participants: read.ai meeting notes, ShannonMartinez, JanieceGarcia, Amber Lin


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1 00:03:35.060 00:03:36.200 JanieceGarcia: Can you hear me, Shannon?

2 00:03:37.200 00:03:38.030 JanieceGarcia: Oh, okay.

3 00:04:02.650 00:04:03.760 JanieceGarcia: Hi, Amber.

4 00:04:04.150 00:04:05.180 Amber Lin: Hi! There!

5 00:04:07.250 00:04:07.570 ShannonMartinez: Hello!

6 00:04:09.270 00:04:11.769 Amber Lin: Oh, Shannon, your hair looks great.

7 00:04:11.770 00:04:13.099 ShannonMartinez: Oh, thank you, love.

8 00:04:13.980 00:04:15.170 JanieceGarcia: Her hair always looks good.

9 00:04:15.170 00:04:16.740 ShannonMartinez: I have a hair diet.

10 00:04:18.100 00:04:21.080 Amber Lin: Or just feed it accordingly. It’s like a little shop of horrors.

11 00:04:21.300 00:04:21.970 Amber Lin: Oh.

12 00:04:22.285 00:04:26.384 ShannonMartinez: It gets very angry when I don’t, when I don’t feed it properly.

13 00:04:26.700 00:04:39.900 Amber Lin: I know my partner also has very curly hair, and so if it’s humid, if it’s not washed, if it’s not conditioned, and if it doesn’t take 2 h every time it gets washed. It’s.

14 00:04:40.750 00:04:41.625 ShannonMartinez: Yeah.

15 00:04:42.500 00:04:43.410 ShannonMartinez: A struggle.

16 00:04:44.810 00:04:46.900 Amber Lin: It’s a blessing and a curse.

17 00:04:46.900 00:04:52.729 Amber Lin: Yeah, I feel. So let me let me switch to this side. So it’s better lighting.

18 00:04:54.000 00:04:56.999 Amber Lin: Nice nice to see you all again.

19 00:04:57.120 00:04:58.189 ShannonMartinez: Nice to see you.

20 00:04:58.190 00:04:59.700 Amber Lin: Nice to see you.

21 00:05:00.700 00:05:28.774 Amber Lin: Let’s, I think today, what we want to do is to run through the list of documents and make sure that we have everything, and then we can probably take might need to take another meeting to look at how we’re structuring the current central Doc to make sure that when the Csr is actually use the central doc, they know where to go, because right now it’s it’s a it’s a bit long, and I kind of want to make sure that it’s ready for them to look at and read as well.

22 00:05:29.090 00:05:37.319 Amber Lin: And I also I. We made a list of abbreviations, and probably will take another meeting to just add any

23 00:05:37.370 00:05:46.274 Amber Lin: terms. And other words, you refer to the same keyword as we’ll flesh out that list of documents. And so

24 00:05:47.220 00:05:52.160 Amber Lin: that’s the 2 other meetings I have in mind. But for now I think today we’ll just run through the

25 00:05:52.310 00:05:56.289 Amber Lin: oh, to make sure everything is in the central dock.

26 00:05:57.310 00:06:07.700 ShannonMartinez: Is there a way that you can be prompted when there’s changes made to the skills and depths? Inspector Zip codes and pest division technicians sheet.

27 00:06:10.398 00:06:14.050 Amber Lin: Why, what’s the reasoning behind that.

28 00:06:17.910 00:06:19.750 ShannonMartinez: I’m sorry. I’m sorry, Amber.

29 00:06:20.510 00:06:21.570 ShannonMartinez: Termite crisis.

30 00:06:22.100 00:06:40.620 Amber Lin: I see. Is it because we want? Do you want to notify me? Because we want Andy to have different access? I mean, if we connect it to Andy, then any changes will be synced real time. So it wouldn’t need us to go into anymore, because Andy will see the same spreadsheet as we see.

31 00:06:41.910 00:06:49.600 JanieceGarcia: Which is what the access we had given you guys, right? So anytime, there’s an update that Mariah makes. Then you guys should automatically

32 00:06:49.710 00:06:51.599 JanieceGarcia: Andy should have that update already.

33 00:06:51.600 00:06:56.200 Amber Lin: Yeah. So we won’t have to do any manual app updates. That was the point.

34 00:06:58.030 00:06:58.580 Amber Lin: Yeah.

35 00:07:01.700 00:07:06.949 JanieceGarcia: Yes, that was all. That was the reason why we had to give them editing rights

36 00:07:07.320 00:07:10.399 JanieceGarcia: was so they could actually have it through their system.

37 00:07:10.720 00:07:11.280 ShannonMartinez: Got it.

38 00:07:11.280 00:07:12.839 JanieceGarcia: The way that their system goes.

39 00:07:15.770 00:07:22.879 JanieceGarcia: So those sheets we shouldn’t have to worry about, because, as Mariah updates them, Andy’s automatically being updated.

40 00:07:23.196 00:07:28.259 Amber Lin: Yeah, I think that’s pretty important. So that you guys don’t have to constantly, remember this.

41 00:07:29.430 00:07:33.630 JanieceGarcia: Yep, alright, I’m.

42 00:07:33.630 00:07:43.890 ShannonMartinez: So also the other thing that and we are challenged with is.

43 00:07:47.600 00:07:54.210 ShannonMartinez: Are our perspective on the information that the Central Doc puts out.

44 00:07:55.570 00:08:10.160 ShannonMartinez: Because if I’m a new hire and I ask it a question, then it needs to give me a how to step by step on like creating the service order versus informational and re information in regards to the service.

45 00:08:10.520 00:08:11.790 Amber Lin: So hmm.

46 00:08:11.990 00:08:25.209 ShannonMartinez: So the how to guide is something. As we talk about phasing out all of those drive documents and leaning solely on the central, Doc. Then we need to make sure that we have.

47 00:08:25.840 00:08:35.339 ShannonMartinez: Look at it from the lens of somebody who’s brand new, who doesn’t know? Like I must do take these steps now that Andy’s provided me. The answer.

48 00:08:37.630 00:08:56.280 Amber Lin: So I think, from my understanding, what you’re saying is that one we should look at how Andy provides guidelines, so that Andy provides guidelines as in the step by step and 2, we want to make sure that in the Central Doc everything is very, very clear to someone who has absolutely 0 clue on what’s happening.

49 00:08:56.470 00:08:57.020 ShannonMartinez: Yes.

50 00:08:57.270 00:09:01.450 Amber Lin: Okay, awesome movies. I’m writing that down.

51 00:09:15.770 00:09:26.279 Amber Lin: Is that so when we talk about the step by step, guideline, is that something that’s currently have that we currently have with documents in the Csr test drive.

52 00:09:26.770 00:09:28.919 Amber Lin: Or is that something we want to create.

53 00:09:29.810 00:09:31.660 ShannonMartinez: I think it’s something that we already have.

54 00:09:32.951 00:09:37.640 ShannonMartinez: So just going to the very 1st one updating the program, it has the problem.

55 00:09:37.640 00:09:39.980 ShannonMartinez: 1, 2, 3, 4, 5, 6, 7, 8.

56 00:09:44.760 00:09:51.130 ShannonMartinez: And transfer services to new order. Okay? So the process part.

57 00:09:51.510 00:09:51.900 Amber Lin: Hmm.

58 00:09:52.568 00:09:58.409 ShannonMartinez: Looks like, and I’m just kind of going from the top same day reschedule. So we’ve got purpose, scope and process.

59 00:10:01.490 00:10:02.710 ShannonMartinez: We just need to.

60 00:10:02.710 00:10:03.130 Amber Lin: Earlier.

61 00:10:03.130 00:10:07.579 ShannonMartinez: Verify that we have a process 1, 2, 3, 4, 5.

62 00:10:07.760 00:10:09.610 Amber Lin: For each one of the documents.

63 00:10:10.500 00:10:13.107 Amber Lin: Okay, awesome. That’s that’s great to know.

64 00:10:13.640 00:10:35.769 Amber Lin: sure, for everything that’s a how to I get, I think, part of part of our initiative. I think once we make sure that everything is in the Central Doc is to categorize the different documents and make sure. Okay, everything has how to needs a procedure, and everything that’s about what is the service probably has Fnq’s. How’s that?

65 00:10:42.850 00:10:45.259 Amber Lin: okay, let’s.

66 00:10:45.590 00:11:00.200 Amber Lin: I think, let’s start by making sure that everything in the test drive is in the central dock so that we can work off of the central dock. So let me pull up our spreadsheet hub, and let’s make sure that

67 00:11:00.530 00:11:05.050 Amber Lin: everything is in there.

68 00:11:06.480 00:11:06.969 JanieceGarcia: In other words.

69 00:11:06.970 00:11:11.859 Amber Lin: Guys, there was a couple of things that Shannon, I still needed to.

70 00:11:12.040 00:11:13.639 JanieceGarcia: Make sure was.

71 00:11:14.130 00:11:19.089 JanieceGarcia: In there. But what what is that sheet called again Shannon.

72 00:11:19.730 00:11:22.469 JanieceGarcia: you’re training the one that was missing stuff.

73 00:11:23.540 00:11:24.540 ShannonMartinez: Training Doc update.

74 00:11:25.660 00:11:26.540 Amber Lin: No.

75 00:11:26.540 00:11:27.270 JanieceGarcia: That one.

76 00:11:31.960 00:11:32.650 JanieceGarcia: Okay.

77 00:11:33.790 00:11:40.369 ShannonMartinez: So these are all like. For example, I just went into copy of Pest Division Escalation flow and took Grace’s name out.

78 00:11:44.480 00:11:45.359 Amber Lin: Let me go!

79 00:11:49.300 00:11:54.020 ShannonMartinez: So that means it’s automatically going to update in the doc in the central dot. Okay?

80 00:11:55.670 00:11:59.720 JanieceGarcia: Wait. Did you update it in the Central Doc, or did you update it in the actual doc.

81 00:12:01.760 00:12:07.440 ShannonMartinez: The name of this Google Sheet is called Copy of Press Division Escalation flows.

82 00:12:11.220 00:12:11.980 Amber Lin: I think for.

83 00:12:11.980 00:12:15.680 ShannonMartinez: It has an image so.

84 00:12:15.800 00:12:17.910 Amber Lin: It has a flow chart, image.

85 00:12:18.750 00:12:21.929 ShannonMartinez: Which is not something that we can put into Andy.

86 00:12:22.460 00:12:25.790 JanieceGarcia: Right, and that’s where like this one, and

87 00:12:26.460 00:12:36.739 JanieceGarcia: I’ll show you the escalation flow. When I did have it put into the Central Doc. I had already taken Grace’s name out. So it is. It’s just you, Kenny, and Michelle.

88 00:12:39.820 00:12:42.109 JanieceGarcia: Is that good? Or do you want.

89 00:12:42.110 00:12:42.880 ShannonMartinez: No, that’s good.

90 00:12:43.030 00:12:43.670 JanieceGarcia: Okay.

91 00:12:44.760 00:12:46.809 ShannonMartinez: Let me ask Andy, real quick. See how it comes out.

92 00:12:49.000 00:12:50.760 JanieceGarcia: Cause that. Yeah, that one’s been in there.

93 00:12:53.650 00:12:58.109 JanieceGarcia: Because when I do the updates, I actually update the central doc. Now, I don’t even update my docs.

94 00:13:00.180 00:13:00.940 Amber Lin: Awesome.

95 00:13:04.160 00:13:06.830 JanieceGarcia: There’s no reason for me to update my docs when.

96 00:13:08.010 00:13:10.379 Amber Lin: Well, you have to do it in any anyways.

97 00:13:10.380 00:13:11.330 JanieceGarcia: Yeah, exactly.

98 00:13:11.330 00:13:12.080 Amber Lin: Yeah.

99 00:13:12.080 00:13:15.790 ShannonMartinez: Okay. So I just typed in escalation flow.

100 00:13:17.230 00:13:24.640 ShannonMartinez: And it said to escalate an issue, please follow these steps, gather all relevant documentation, including the Customer Information Service details

101 00:13:24.950 00:13:35.729 ShannonMartinez: and any supporting evidence, clearly outline the reason for the escalation and desired outcome and then submit the escalation request through the designated channel contact your supervisor.

102 00:13:37.310 00:13:38.839 ShannonMartinez: So it’s not.

103 00:13:40.270 00:13:41.360 ShannonMartinez: It’s almost.

104 00:13:41.360 00:13:42.260 JanieceGarcia: And this.

105 00:13:42.260 00:13:44.709 ShannonMartinez: Yes, so I almost need it to say.

106 00:13:44.890 00:13:50.250 ShannonMartinez: is, is this a Service escalation office escalation or billing escalation

107 00:13:50.670 00:13:56.649 ShannonMartinez: per our flow? See? So it says it’s there, but it’s almost like we need to define to the user.

108 00:13:56.650 00:13:58.410 Amber Lin: Where each of them needs to be.

109 00:13:58.410 00:14:00.240 ShannonMartinez: They all have a different channel.

110 00:14:00.860 00:14:01.110 JanieceGarcia: So.

111 00:14:01.110 00:14:03.529 ShannonMartinez: We need for Andy to say.

112 00:14:04.880 00:14:07.110 JanieceGarcia: What’s the escalation for? Probably.

113 00:14:07.470 00:14:10.840 Amber Lin: Yeah, okay, can you just comment?

114 00:14:10.950 00:14:18.299 Amber Lin: Can you make a added comment, select the this this one and then just add a comment.

115 00:14:18.820 00:14:22.819 Amber Lin: what what’s needed, so we can remember to go back and edit it.

116 00:14:25.150 00:14:25.820 Amber Lin: Fine.

117 00:14:26.320 00:14:33.230 Amber Lin: I think if you select it. And then, you know, if you look on the side. There’s a hovering

118 00:14:35.110 00:14:36.810 JanieceGarcia: Stop circling.

119 00:14:37.800 00:14:38.700 Amber Lin: See? Okay.

120 00:14:38.700 00:14:39.460 JanieceGarcia: Cool.

121 00:14:44.510 00:14:51.530 ShannonMartinez: And then from there offer kind of a drop down response

122 00:14:51.710 00:15:01.010 ShannonMartinez: based on whatever the pertinent is. So I don’t know. For the sake of the central dock. Then it should.

123 00:15:01.270 00:15:08.310 ShannonMartinez: in my opinion, under service, say, okay, email, attempt to reservice

124 00:15:08.590 00:15:11.730 ShannonMartinez: or Qc. Visit with supervisor service manager

125 00:15:13.210 00:15:18.269 ShannonMartinez: like to follow the flow. Same thing for office escalation offer 500 reward points.

126 00:15:18.270 00:15:19.250 Amber Lin: Hmm.

127 00:15:20.590 00:15:46.079 Amber Lin: okay. So for each of them, I think we’ll work together. We’ll look at each of the documents later, and we’ll see. Okay, which of them needs to be fleshed out more. How how can we do that? Let me. I just wanna make sure that everything is in the Central Doc. I’m gonna share my screen, and then we’ll just run through everything in the past in the past, just to make sure everything’s there. And then I could collect all of your comments, about which document needs more formatting.

128 00:15:46.290 00:15:46.680 ShannonMartinez: Okay.

129 00:15:47.250 00:15:58.800 JanieceGarcia: Yes, cause right now we’re just trying to get them out of the 1st steps, getting them just into the central dock, right? So we need to just clear out the past drive to where they can’t do it anymore.

130 00:16:01.710 00:16:06.460 Amber Lin: Yes. So let me.

131 00:16:07.940 00:16:16.520 Amber Lin: So I’m just checking for just gonna start here. Huh?

132 00:16:17.580 00:16:23.669 Amber Lin: Let me just copy it is okay.

133 00:16:28.940 00:16:29.750 Amber Lin: So

134 00:16:29.980 00:16:41.469 Amber Lin: let’s go through them one by one, just in the main folder, and then we’ll go into the individual ones. Looking at. This one is, I assume this one is not in there, because this is a spreadsheet.

135 00:16:41.970 00:16:46.089 JanieceGarcia: No, that’s a spreadsheet, and that’s the one with the the zip codes.

136 00:16:50.540 00:16:53.170 JanieceGarcia: That’s the one that Yvette’s been trying to get.

137 00:16:53.400 00:16:55.130 JanieceGarcia: You guys access to.

138 00:16:55.676 00:16:56.769 Amber Lin: I see.

139 00:16:56.770 00:17:00.550 JanieceGarcia: For the inspectors for us to even know where to start. Remember.

140 00:17:00.550 00:17:10.359 Amber Lin: Oh, okay, so let me add that. And then we’ll just mark which one’s not there.

141 00:17:12.640 00:17:18.560 Amber Lin: So this is not in.

142 00:17:19.000 00:17:23.799 Amber Lin: That’s okay. The next one test division technicians.

143 00:17:24.540 00:17:26.440 Amber Lin: I don’t think.

144 00:17:26.750 00:17:34.130 JanieceGarcia: No. But remember, that’s the one that I was talking about. Friday, the Pest Division technicians. That’s not something you guys

145 00:17:34.768 00:17:41.390 JanieceGarcia: would need, because that’s already part of the Pest division skills and zips, as well as the pest directory.

146 00:17:41.890 00:17:58.019 ShannonMartinez: No, we no, that’s not correct. We need it because we need it for Qc. For scheduling supervisors. The breakdown is not just under the service manager. But it’s we. We need it because it changes server service managers and supervisors for scheduling Qc. Visits.

147 00:17:58.250 00:18:00.750 JanieceGarcia: Okay, then Mariah will have to give them access to that.

148 00:18:01.610 00:18:06.060 Amber Lin: Think that one. Specifically, we have access cause. I can open it.

149 00:18:06.500 00:18:07.529 Amber Lin: Yeah, I can.

150 00:18:07.530 00:18:08.870 ShannonMartinez: Soon. If you have skills in Zip.

151 00:18:08.870 00:18:13.500 JanieceGarcia: But you have view only. So you’re not getting any updates, any changes that she makes.

152 00:18:13.500 00:18:14.860 Amber Lin: Okay, I see.

153 00:18:15.060 00:18:30.190 Amber Lin: I think if we get view, only we’ll probably get all the updates. It’s just we won’t be able to edit them. But I don’t think we need to edit. Let me check. Let me double check, but I think we as long as we can see it. You know some of these. We can’t see it, because we don’t have view access.

154 00:18:30.906 00:18:34.379 Amber Lin: But not sure. Let me confirm.

155 00:18:35.290 00:18:42.560 JanieceGarcia: I would definitely confirm, because you guys had to have different access for the service area or the pest division skills and zips

156 00:18:42.840 00:18:44.510 JanieceGarcia: to be able to get the updates.

157 00:18:47.260 00:18:49.760 Amber Lin: I think, for this one.

158 00:18:49.760 00:18:51.649 JanieceGarcia: That’s the main one that we have.

159 00:18:55.080 00:18:58.290 Amber Lin: Think probably my account doesn’t have it.

160 00:18:58.290 00:18:59.500 JanieceGarcia: Yeah. Your account doesn’t.

161 00:18:59.500 00:19:00.699 Amber Lin: But the brain force.

162 00:19:00.700 00:19:02.160 JanieceGarcia: Gorge problem.

163 00:19:02.160 00:19:03.330 JanieceGarcia: Yes. Brain forged us.

164 00:19:03.330 00:19:07.030 Amber Lin: Sounds good. So this is, this is in

165 00:19:07.210 00:19:10.470 Amber Lin: yeah, not in central, but Doc, but in.

166 00:19:11.510 00:19:13.380 JanieceGarcia: Whatever deal you.

167 00:19:13.380 00:19:17.020 ShannonMartinez: They don’t, and they don’t necessarily work in tandem together.

168 00:19:17.760 00:19:21.840 ShannonMartinez: But those off those updates correlate

169 00:19:22.000 00:19:23.829 ShannonMartinez: each other on both of those sheets.

170 00:19:24.810 00:19:26.210 Amber Lin: Hmm.

171 00:19:26.600 00:19:28.950 ShannonMartinez: When one is updated, the other is updated.

172 00:19:29.210 00:19:29.750 JanieceGarcia: Yeah.

173 00:19:30.110 00:19:42.119 Amber Lin: Oh, okay, sounds good. I don’t think we worry about updating because you guys are really good on that. I I just think that as long as we were able to connect it. Then any updates will be captured.

174 00:19:42.320 00:19:46.820 Amber Lin: so we’ll be good. So that’s in in our workflow.

175 00:19:46.990 00:19:51.320 Amber Lin: The escalation flows. I don’t. Is that in the central box.

176 00:19:51.940 00:20:02.300 ShannonMartinez: So that’s what we were just reviewing just a moment ago. If you don’t mind clicking on it ever. Maybe you can help us. I know. Formatting is a, you know, back pocket issue.

177 00:20:02.400 00:20:04.249 ShannonMartinez: But see that flow chart.

178 00:20:05.356 00:20:07.569 Amber Lin: Won’t understand.

179 00:20:07.570 00:20:16.940 ShannonMartinez: Service does this? Yes, if it’s office, it’s this, and then if it’s billing, it’s this. And so then we just have to format it to where Andy will help our agent

180 00:20:17.550 00:20:22.080 ShannonMartinez: determination to pick one of those 3, and then then step after that.

181 00:20:23.060 00:20:25.785 Amber Lin: Okay. Sounds good. Has

182 00:20:29.110 00:20:30.290 Amber Lin: right? Yes.

183 00:20:30.670 00:20:32.220 Amber Lin: Let me

184 00:20:36.940 00:20:39.560 Amber Lin: just add a column. I’ll say.

185 00:20:44.580 00:20:45.830 Amber Lin: search.

186 00:20:50.130 00:20:56.670 Amber Lin: Okay, alright. So let’s say it needs formatting.

187 00:20:57.650 00:21:00.770 Amber Lin: Next one is pest Directory.

188 00:21:01.040 00:21:05.400 Amber Lin: Don’t I don’t think we have it right.

189 00:21:06.880 00:21:08.400 ShannonMartinez: I’m not sure if you do or not.

190 00:21:08.580 00:21:11.331 JanieceGarcia: No, but that one I know.

191 00:21:13.520 00:21:19.559 JanieceGarcia: with the Press Directory, I mean, if they have, because that shows who their supervisor is, and then that shows who their manager is.

192 00:21:20.280 00:21:25.920 JanieceGarcia: As well. Yes, it has a phone number, but they should be looking in paylocity for phone numbers, for updated information

193 00:21:26.600 00:21:27.339 JanieceGarcia: for contact.

194 00:21:27.340 00:21:28.090 Amber Lin: No problem.

195 00:21:28.090 00:21:31.840 JanieceGarcia: Because the Pest Directory is not always updated on time.

196 00:21:33.330 00:21:34.309 ShannonMartinez: Who owns that.

197 00:21:35.890 00:21:37.050 JanieceGarcia: I have no idea.

198 00:21:40.430 00:21:43.830 JanieceGarcia: I train them to go look in paylocity when I have them. In basic week.

199 00:21:44.060 00:21:44.630 ShannonMartinez: How did you.

200 00:21:45.610 00:21:49.760 JanieceGarcia: Okay. So I wouldn’t even say that not need no.

201 00:21:50.320 00:21:52.399 Amber Lin: Okay. Awesome. Good to know.

202 00:21:52.400 00:21:56.320 JanieceGarcia: Do they know if we’re using the Pest division technicians

203 00:21:57.660 00:22:01.640 JanieceGarcia: sheet? I mean, that’s gonna tell them who their supervisor and their managers are.

204 00:22:02.150 00:22:07.000 JanieceGarcia: as well as their office day, their meeting day for in office.

205 00:22:07.210 00:22:10.020 JanieceGarcia: why do we need the Pest directory just for.

206 00:22:10.790 00:22:13.460 ShannonMartinez: Pest Division text doesn’t say meeting day.

207 00:22:15.420 00:22:19.409 JanieceGarcia: Isn’t that the same? That’s the same sheet that I use? It has their meeting day on there.

208 00:22:20.100 00:22:21.520 JanieceGarcia: They’re in office day.

209 00:22:21.520 00:22:22.990 ShannonMartinez: Oh, okay, yes, yes, yes, I’m sorry.

210 00:22:22.990 00:22:27.659 Amber Lin: If it has it, then great, I think, procedures we have that I remember seeing.

211 00:22:27.660 00:22:28.520 JanieceGarcia: Yes, we do.

212 00:22:28.520 00:22:28.920 Amber Lin: Okay.

213 00:22:28.920 00:22:30.400 JanieceGarcia: Call list procedures are in there.

214 00:22:30.400 00:22:34.489 Amber Lin: It’s in there. Paperwork done. My branches sat in. I think that’s it, too.

215 00:22:34.490 00:22:45.882 JanieceGarcia: No, because that’s the one that Yvette and I were saying, that’s only 4 branches, and that is something that is only done like I myself or Andrea does that?

216 00:22:47.090 00:22:51.840 JanieceGarcia: that’s no, that’s not needed in the, because that’s not everybody.

217 00:22:52.360 00:22:53.230 Amber Lin: So that’s.

218 00:22:53.230 00:22:54.279 JanieceGarcia: That’s what I need to know.

219 00:22:55.210 00:22:55.910 Amber Lin: Okay.

220 00:22:56.150 00:23:12.859 Amber Lin: so is this something that we would not add an end. Because if you because if we migrate everything, all the managers might have to reference it in the Central Doc as well. I I just maybe the Csrs will won’t ask that question, but we can think about if we want that in there.

221 00:23:13.940 00:23:22.180 JanieceGarcia: That’s definitely that’s the one that we were talking about. Yvette and I were talking about saying that it’s it’s based on

222 00:23:22.420 00:23:28.600 JanieceGarcia: the branches itself because they have to do paperwork to send payments.

223 00:23:28.760 00:23:29.270 ShannonMartinez: And should be.

224 00:23:29.270 00:23:29.600 JanieceGarcia: It’s.

225 00:23:29.600 00:23:30.290 ShannonMartinez: It to access.

226 00:23:30.290 00:23:32.060 JanieceGarcia: And it’s restricted. Yeah.

227 00:23:32.526 00:23:38.450 Amber Lin: Okay, okay, let me type that needs to have

228 00:23:42.080 00:23:46.279 Amber Lin: Courtney say, other, see? Notes.

229 00:23:46.640 00:23:49.359 Amber Lin: Okay, lead line estimates.

230 00:23:53.120 00:23:55.850 Amber Lin: This is more of a how to.

231 00:23:55.850 00:23:56.360 ShannonMartinez: It is.

232 00:23:57.606 00:24:00.989 Amber Lin: Do we have that? I don’t think so right.

233 00:24:02.160 00:24:03.390 JanieceGarcia: I don’t think so. No.

234 00:24:04.460 00:24:07.839 ShannonMartinez: The challenging thing is not having the the screenshots, but.

235 00:24:07.840 00:24:19.600 Amber Lin: Yeah, I mean, I think we can still have it. Have the screenshots in the Central Doc. It’s just Andy won’t be able to read it, but then we can tell this. Yes, our hey, there’s a screenshot here. You might want to go search it up.

236 00:24:19.600 00:24:21.239 JanieceGarcia: We can look in the Central Doc for that.

237 00:24:21.240 00:24:21.600 Amber Lin: Book.

238 00:24:21.600 00:24:22.450 ShannonMartinez: Okay. Cool.

239 00:24:23.200 00:24:34.819 Amber Lin: Yeah, because the Central Doc is both read by Andy and the Csrs. So let me say, need some. But we might want to have some textual description, so that Andy can understand, but.

240 00:24:34.820 00:24:35.140 JanieceGarcia: We can.

241 00:24:35.140 00:24:37.399 Amber Lin: Have the humans go read it

242 00:24:39.461 00:24:42.470 Amber Lin: in Zip, Inspector Zip codes.

243 00:24:43.300 00:24:44.770 Amber Lin: We don’t have that right.

244 00:24:44.770 00:24:46.530 JanieceGarcia: Nope, and.

245 00:24:49.080 00:24:51.219 Amber Lin: If it’s a spreadsheet, I doubt.

246 00:24:52.520 00:24:52.940 JanieceGarcia: I don’t think.

247 00:24:52.940 00:24:53.889 ShannonMartinez: Google, Sheet.

248 00:24:54.370 00:24:55.640 JanieceGarcia: Yeah, I don’t think so.

249 00:24:55.640 00:24:56.220 JanieceGarcia: You do.

250 00:24:56.580 00:24:58.859 Amber Lin: This is in-house, guide.

251 00:24:59.480 00:25:00.180 JanieceGarcia: Yes.

252 00:25:00.660 00:25:01.520 Amber Lin: It’s in.

253 00:25:02.350 00:25:03.392 JanieceGarcia: The in-house guide.

254 00:25:04.030 00:25:08.620 Amber Lin: Okay, awesome. Also say how to talk.

255 00:25:08.810 00:25:17.179 Amber Lin: We’ll also look at how to format that polls. Initials reserve. I think we have that one already.

256 00:25:17.460 00:25:18.250 Amber Lin: Can we.

257 00:25:19.016 00:25:22.190 ShannonMartinez: That’s 1 Janice, where we’re gonna have to do a step by step process.

258 00:25:23.610 00:25:28.379 Amber Lin: Oh, so I’ll also say it needs formatting. But is it? It’s in.

259 00:25:28.380 00:25:29.319 JanieceGarcia: But it’s in there.

260 00:25:29.570 00:25:31.490 Amber Lin: Okay. Sounds good.

261 00:25:34.760 00:25:39.300 ShannonMartinez: Like it doesn’t have the, you know, like scope purpose process. The process part is missing.

262 00:25:40.126 00:25:44.060 Amber Lin: I see, okay, high points.

263 00:25:44.590 00:25:49.140 JanieceGarcia: That’s another one like the holds initials. It’s things that have come up that they’re.

264 00:25:49.140 00:25:49.700 Amber Lin: Oh!

265 00:25:49.890 00:25:54.610 JanieceGarcia: So we have how to’s on, how to create certain things. But this is like.

266 00:25:55.330 00:25:58.699 Amber Lin: Information like, pay attention to this type of stuff.

267 00:26:00.482 00:26:02.739 Amber Lin: Would you say it’s in a central doc.

268 00:26:02.740 00:26:03.870 JanieceGarcia: It is in the central dock. Yeah.

269 00:26:03.870 00:26:04.610 Amber Lin: Okay.

270 00:26:05.000 00:26:06.650 JanieceGarcia: I know all my sheets are.

271 00:26:07.194 00:26:10.020 Amber Lin: Any formatting that we need to do on that

272 00:26:10.560 00:26:11.250 JanieceGarcia: We can look at.

273 00:26:11.250 00:26:12.100 ShannonMartinez: That would add it.

274 00:26:12.100 00:26:12.560 JanieceGarcia: Yeah.

275 00:26:12.560 00:26:13.270 Amber Lin: Okay.

276 00:26:15.430 00:26:16.090 JanieceGarcia: Formatting.

277 00:26:16.410 00:26:18.409 ShannonMartinez: I think once we establish in

278 00:26:18.770 00:26:24.359 ShannonMartinez: the hold initials and reservices, Denise will have a template and we can copy paste. It’ll make it easy.

279 00:26:24.360 00:26:25.120 Amber Lin: Easy. Yeah.

280 00:26:25.120 00:26:26.460 ShannonMartinez: The processes. Yeah.

281 00:26:26.460 00:26:42.730 Amber Lin: Okay, awesome. And then the trainer bots or any Gpt can help you. With that I can work with you guys to figure out what’s the best like? Prompt. We can give AI to help you format it. But we’ll be able to do that. So email verbiage we send to customers is that it’s.

282 00:26:44.567 00:26:52.250 JanieceGarcia: No. But emails are done through 8 by or not. 8 by 8. Emails are done well, they are done through 8 by 8, too, but they’re done through. Evolve.

283 00:26:52.250 00:26:52.990 ShannonMartinez: Well.

284 00:26:52.990 00:26:55.310 JanieceGarcia: Yeah. So they’re all done for us.

285 00:26:55.780 00:26:56.440 Amber Lin: Hmm.

286 00:26:57.750 00:26:59.320 ShannonMartinez: So do we.

287 00:26:59.320 00:27:00.130 ShannonMartinez: This is from a.

288 00:27:00.130 00:27:00.990 JanieceGarcia: I’ll be you.

289 00:27:01.250 00:27:16.880 ShannonMartinez: This is from a welcome perspective. I think it would be good to have it in there as far as scheduling for initials, because even in what’s built into the template and evolve. It doesn’t have the specific breakdown on scheduling.

290 00:27:17.520 00:27:18.590 Amber Lin: Confirmation.

291 00:27:20.200 00:27:22.160 JanieceGarcia: True, whose sheet is that.

292 00:27:22.760 00:27:25.477 ShannonMartinez: That’s a good. I think it might be lying

293 00:27:29.630 00:27:31.329 ShannonMartinez: when I was managing welcome.

294 00:27:32.150 00:27:34.670 JanieceGarcia: Can you ask for access on that amber.

295 00:27:34.830 00:27:38.120 Amber Lin: Okay. Ask one access.

296 00:27:39.440 00:27:40.810 Amber Lin: Alright.

297 00:27:41.390 00:27:44.050 JanieceGarcia: So that way, we can get you guys access to all of that already.

298 00:27:59.800 00:28:00.360 Amber Lin: Okay.

299 00:28:00.680 00:28:02.960 Amber Lin: Great deceased customers.

300 00:28:04.000 00:28:05.359 JanieceGarcia: That is in there

301 00:28:05.700 00:28:06.510 Amber Lin: Sounds good.

302 00:28:07.415 00:28:10.389 Amber Lin: Creating estimate. Let’s see, that’s it.

303 00:28:10.590 00:28:11.819 JanieceGarcia: Yes, that’s in there.

304 00:28:12.940 00:28:15.400 Amber Lin: Copy of Pest Division Escalation flows.

305 00:28:15.400 00:28:16.500 ShannonMartinez: That’s just a copy.

306 00:28:16.500 00:28:17.820 JanieceGarcia: That’s the copy of it. Yep.

307 00:28:17.820 00:28:22.379 Amber Lin: Okay, yeah. We don’t take notes.

308 00:28:22.500 00:28:24.499 Amber Lin: I think I remember seeing that.

309 00:28:24.500 00:28:25.230 JanieceGarcia: Yup!

310 00:28:25.670 00:28:28.189 Amber Lin: Yeah. Bell county routing tips.

311 00:28:28.190 00:28:28.910 JanieceGarcia: Yes.

312 00:28:29.780 00:28:32.149 Amber Lin: All right. Bad water, protocol.

313 00:28:32.150 00:28:32.860 JanieceGarcia: Yes.

314 00:28:33.370 00:28:35.630 Amber Lin: It’s an account. 3, 60. Review.

315 00:28:35.630 00:28:36.300 JanieceGarcia: Yes.

316 00:28:36.990 00:28:41.049 Amber Lin: Awesome weekend coverage. It’s a spreadsheet, I assume it’s not.

317 00:28:41.670 00:28:48.670 JanieceGarcia: That is not but that’s something that. Yeah, that is a Google sheet. That’s I mean, Andy.

318 00:28:49.350 00:28:50.050 Amber Lin: Yeah.

319 00:28:50.050 00:28:53.019 JanieceGarcia: Be asking for? When do I work this weekend.

320 00:28:53.600 00:29:21.890 Amber Lin: I mean. This is another initiative we’re trying to tackle this week is adding all these different spreadsheets to Andy it. It takes a different route. Right? So we have, you know, one of the spreadsheet is in. It just requires requires us to create individual routes for each of these spreadsheets but we’ll figure out how to do that, because I want you guys to be able to ask about it like that would be really really nice if you can.

321 00:29:22.780 00:29:25.370 JanieceGarcia: But that would be, I mean, that’s our our

322 00:29:25.890 00:29:31.939 JanieceGarcia: like, our in office schedule, though. Would we want to put that in Andy, because then we would have to put

323 00:29:32.410 00:29:34.430 JanieceGarcia: everybody’s schedules in there.

324 00:29:34.430 00:29:37.659 ShannonMartinez: If we’re getting rid of the drive, then it would have to be.

325 00:29:39.560 00:29:50.320 JanieceGarcia: Well, yes, we’re getting rid of the drive. But to where? We’re just locking their access out of cert out of all these other documents, but that’s 1 thing that they could go into the drive and get.

326 00:29:50.870 00:29:53.370 Amber Lin: Yeah, I think in terms of

327 00:29:53.470 00:30:03.439 Amber Lin: locking the drive, I think we would remove it from all the different documents, but I think in general, we would still keep the spreadsheets.

328 00:30:03.957 00:30:23.940 Amber Lin: As a point of reference, because it’s it’s a lot. It’s different to scroll down or control FA Google doc versus a spreadsheet. I think we’ll just have a more simple a simpler view of okay. These are all the spreadsheets. So people don’t have to scroll around for them anymore.

329 00:30:24.560 00:30:27.140 JanieceGarcia: Oh, no, maybe that’s 1 that we can ask Yvette on.

330 00:30:27.460 00:30:35.350 Amber Lin: Hmm, okay, I’m gonna list that down. So we should how to archive. And what do we actually delete.

331 00:30:37.300 00:30:40.120 ShannonMartinez: This is a live document that

332 00:30:40.300 00:30:44.180 ShannonMartinez: no, it’s a it’s a shift calendar for 3 months at a time.

333 00:30:44.590 00:30:45.305 Amber Lin: Yeah, okay.

334 00:30:45.630 00:30:47.230 ShannonMartinez: So like it ends in July.

335 00:30:47.390 00:31:08.110 ShannonMartinez: So then, then, the data team will open this up to the scheduling managers to have them go in and edit for the next 3 months. So it’s ever changing in that regard. But everybody across all call center divisions access it for a point of reference for the work weekend shift

336 00:31:08.570 00:31:11.520 ShannonMartinez: that are on a rotation. If that kind of gives some insight.

337 00:31:12.480 00:31:12.990 JanieceGarcia: I see.

338 00:31:12.990 00:31:13.530 Amber Lin: See?

339 00:31:13.730 00:31:15.940 Amber Lin: Yes, sounds good.

340 00:31:17.490 00:31:18.719 JanieceGarcia: I got it on my list.

341 00:31:19.090 00:31:24.276 ShannonMartinez: I have a feeling she’s gonna say, yes, we just put everything in there. Everything in there. Yes.

342 00:31:24.890 00:31:26.110 JanieceGarcia: So we’ll just to make sure.

343 00:31:26.110 00:31:27.200 Amber Lin: We’ll try to put.

344 00:31:27.200 00:31:28.399 JanieceGarcia: Exact at that point.

345 00:31:28.400 00:31:33.570 JanieceGarcia: Yeah, access, and also probably want to preserve this spreadsheet somewhere, too.

346 00:31:33.570 00:31:34.260 ShannonMartinez: Yes.

347 00:31:34.260 00:31:40.259 Amber Lin: Yeah, okay, let me say, this is a spreadsheet that’s a spreadsheet.

348 00:31:41.570 00:31:42.290 Amber Lin: Oh.

349 00:31:42.290 00:31:51.829 ShannonMartinez: Same same would be true on the pest division skills and Zips and pest yeah, you got it yep and also service areas by Zip.

350 00:31:51.830 00:31:52.530 Amber Lin: Okay.

351 00:31:52.810 00:31:54.750 ShannonMartinez: And pestivision. Technicians

352 00:31:54.870 00:32:00.190 ShannonMartinez: like there needs to. There needs to be a holy grill somewhere that has all this information just in case.

353 00:32:01.660 00:32:02.280 JanieceGarcia: Right.

354 00:32:02.830 00:32:10.110 Amber Lin: Okay, sounds good. So that’s the main drive, and then we have to go into folders.

355 00:32:12.980 00:32:13.610 ShannonMartinez: Yay!

356 00:32:13.610 00:32:17.650 JanieceGarcia: Which there’s not as much in this in the drives, in the folders.

357 00:32:17.650 00:32:21.310 Amber Lin: Great. Okay, we have 5 folders. We got this.

358 00:32:21.890 00:32:23.779 JanieceGarcia: For the most part that’s already in there.

359 00:32:23.960 00:32:25.580 Amber Lin: Yay, there’s just 2 here.

360 00:32:29.419 00:32:34.369 Amber Lin: Is that is that in I mean late night support. That’s a spreadsheet. So it’s not

361 00:32:35.342 00:32:37.879 Amber Lin: the 1st one is that in there.

362 00:32:39.080 00:32:41.050 JanieceGarcia: No! Wait! Hold on.

363 00:32:41.050 00:32:42.490 Amber Lin: Saturday, Protocol.

364 00:32:47.740 00:32:51.889 ShannonMartinez: That’s a technician is that for the checks.

365 00:32:53.220 00:32:55.969 Amber Lin: Let me open it. It’s about.

366 00:32:56.560 00:32:57.949 ShannonMartinez: So this we don’t need that.

367 00:32:58.710 00:32:59.980 Amber Lin: Oh, great!

368 00:33:01.390 00:33:05.009 JanieceGarcia: I was. Gonna say, that’s I think, something for your for the office.

369 00:33:05.010 00:33:05.889 ShannonMartinez: It’s not needed.

370 00:33:06.180 00:33:07.760 JanieceGarcia: Okay. Sweet.

371 00:33:08.300 00:33:08.950 Amber Lin: Okay.

372 00:33:09.950 00:33:11.310 Amber Lin: Sounds good.

373 00:33:12.380 00:33:14.250 Amber Lin: One down, 4 more to go.

374 00:33:14.250 00:33:16.240 JanieceGarcia: Saturday protocol, though.

375 00:33:17.290 00:33:17.889 Amber Lin: Protocol.

376 00:33:17.890 00:33:20.689 ShannonMartinez: Revamped that. Look it! Said Andrea and Anna. On it.

377 00:33:21.560 00:33:22.800 ShannonMartinez: We have an sop now.

378 00:33:26.210 00:33:29.809 JanieceGarcia: So that yeah, that one you don’t need, and the other one you don’t need. Then.

379 00:33:29.980 00:33:32.500 Amber Lin: Okay, I don’t need either of these right?

380 00:33:32.764 00:33:35.145 ShannonMartinez: Correct. That’s why I was like, wait a minute.

381 00:33:37.240 00:33:42.800 Amber Lin: Okay, so, oh.

382 00:33:44.390 00:33:47.310 JanieceGarcia: Yep, those both are already in there.

383 00:33:50.140 00:33:51.279 JanieceGarcia: Those are my sheets.

384 00:33:51.280 00:33:54.590 Amber Lin: Dot in central awesome.

385 00:33:55.050 00:33:57.590 Amber Lin: And now looking at

386 00:33:57.790 00:34:06.199 Amber Lin: oh, so oh, gosh, okay, I think we have to check if all of these are in. I think I probably they are. But let me just

387 00:34:06.200 00:34:07.279 Amber Lin: I think so.

388 00:34:07.440 00:34:13.409 Amber Lin: Yeah, let me just check these 4 as well.

389 00:34:15.719 00:34:20.469 Amber Lin: Are all of these in there, so skipping events.

390 00:34:22.380 00:34:24.659 JanieceGarcia: Call, list, procedures.

391 00:34:26.780 00:34:27.380 ShannonMartinez: Is, that.

392 00:34:27.380 00:34:28.980 JanieceGarcia: Skipping the chart that.

393 00:34:28.989 00:34:31.319 ShannonMartinez: Service? Or is that Csr.

394 00:34:32.090 00:34:37.500 JanieceGarcia: Follow up flow chart. That’s the billing templates, all of that that’s already in there, too.

395 00:34:37.830 00:34:42.159 JanieceGarcia: That’s the billing templates, for like cancellation adjustments. All of those.

396 00:34:45.300 00:34:49.800 Amber Lin: Yep, easy pay monthly. I think it’s in there, I remember.

397 00:34:49.969 00:34:50.359 Amber Lin: Yep.

398 00:34:50.360 00:34:52.889 Amber Lin: Okay. Increase templates. Is that in.

399 00:34:54.850 00:34:55.880 JanieceGarcia: Pay, increase.

400 00:34:55.880 00:34:56.510 Amber Lin: But.

401 00:34:56.510 00:34:58.390 JanieceGarcia: Templates. Hold on!

402 00:34:59.840 00:35:11.250 JanieceGarcia: That’s like going from chem free to ABC.

403 00:35:12.140 00:35:12.780 Amber Lin: Hmm.

404 00:35:17.160 00:35:21.030 JanieceGarcia: That’s the 10% thing that we put in there. Yeah, we already put that one in there.

405 00:35:21.765 00:35:23.969 Amber Lin: Great skipping events.

406 00:35:24.720 00:35:25.440 JanieceGarcia: Yes.

407 00:35:26.220 00:35:27.160 Amber Lin: Yay.

408 00:35:30.600 00:35:34.700 Amber Lin: admin the admin.

409 00:35:34.700 00:35:35.840 JanieceGarcia: Admin stuff.

410 00:35:36.050 00:35:42.430 JanieceGarcia: That’s not even all this same anymore. That’s completely redone.

411 00:35:42.430 00:35:46.430 Amber Lin: Oh, I see, so do we.

412 00:35:47.730 00:35:51.409 Amber Lin: Do we need it? Training, talent

413 00:35:51.750 00:35:54.121 Amber Lin: like, do we need any of this.

414 00:35:54.460 00:35:56.250 JanieceGarcia: I would say no, Janice.

415 00:35:56.250 00:35:56.790 Amber Lin: So.

416 00:35:57.450 00:36:01.790 ShannonMartinez: I do need a pest admin training, but I will.

417 00:36:02.740 00:36:04.939 ShannonMartinez: I think we just need it for a point of reference.

418 00:36:05.060 00:36:07.270 ShannonMartinez: but it doesn’t need to go on in Andy.

419 00:36:07.750 00:36:08.080 JanieceGarcia: Yeah.

420 00:36:08.080 00:36:08.680 Amber Lin: Okay.

421 00:36:08.680 00:36:11.099 JanieceGarcia: Cause that’s gonna be more for, like Shannon myself.

422 00:36:17.010 00:36:22.499 Amber Lin: Okay, past due balance, like all of this is probably for you guys.

423 00:36:22.500 00:36:24.790 JanieceGarcia: And it, it’s not needed. Yeah.

424 00:36:24.790 00:36:26.699 ShannonMartinez: Not a Csr guide. It’s more.

425 00:36:26.700 00:36:28.040 Amber Lin: Sounds good.

426 00:36:31.220 00:36:33.660 JanieceGarcia: Oh, can you click on the collection statuses? Sorry.

427 00:36:37.100 00:36:38.680 ShannonMartinez: Yeah, that’s the standard.

428 00:36:41.650 00:36:43.009 ShannonMartinez: So that would be helpful.

429 00:36:43.700 00:36:49.019 JanieceGarcia: I was gonna say, just because somebody actually asked about that not too long ago.

430 00:36:49.110 00:36:52.590 ShannonMartinez: I’d say that definitely. I think that we added them.

431 00:36:53.130 00:36:55.499 JanieceGarcia: That should go in there. Yeah, let’s go ahead and add that one in there.

432 00:36:55.500 00:36:57.060 ShannonMartinez: And I’m not sure who owns it. But.

433 00:36:57.060 00:37:00.469 Amber Lin: What’s this? Should we also add this.

434 00:37:10.880 00:37:11.500 JanieceGarcia: no.

435 00:37:13.490 00:37:15.309 Amber Lin: Sounds good

436 00:37:19.200 00:37:21.210 JanieceGarcia: That looks like something from Cynthia’s.

437 00:37:21.210 00:37:23.059 ShannonMartinez: It does. I don’t know how it got in there.

438 00:37:23.230 00:37:24.470 JanieceGarcia: I know I’m like.

439 00:37:39.220 00:37:44.429 JanieceGarcia: and then that’s all the stuff that’s up top amber on your spreadsheet.

440 00:37:46.045 00:37:51.530 Amber Lin: Okay, awesome. Let me delete the

441 00:37:52.760 00:37:59.039 Amber Lin: think I’m gonna delete these ones that we worked through, I think.

442 00:38:06.970 00:38:12.420 Amber Lin: Oh, I see some of them. We probably looked at together already.

443 00:38:13.520 00:38:14.490 Amber Lin: All right.

444 00:38:14.610 00:38:19.370 Amber Lin: So Team huddle.

445 00:38:19.370 00:38:20.240 ShannonMartinez: Don’t need that.

446 00:38:21.130 00:38:23.390 Amber Lin: Like all all these, we don’t need.

447 00:38:24.250 00:38:30.180 JanieceGarcia: The team huddles. No, because we should be making updates to our processes when it comes to the Central dock itself.

448 00:38:32.008 00:38:35.280 Amber Lin: I’m sorry. What does what does that mean?

449 00:38:36.080 00:38:36.580 JanieceGarcia: So.

450 00:38:38.060 00:38:39.309 ShannonMartinez: So we have.

451 00:38:39.500 00:38:40.819 ShannonMartinez: Those are meeting notes.

452 00:38:42.170 00:38:42.890 Amber Lin: Don’t!

453 00:38:42.890 00:38:45.170 ShannonMartinez: To central job 8.

454 00:38:45.170 00:38:46.240 Amber Lin: Hmm, okay.

455 00:38:46.240 00:38:47.080 JanieceGarcia: Correct.

456 00:38:47.080 00:38:51.270 ShannonMartinez: That’s like, what’s the the flavor of the month type?

457 00:38:51.590 00:38:52.170 Amber Lin: I see.

458 00:38:52.760 00:38:53.590 ShannonMartinez: It’s not a.

459 00:38:53.590 00:38:54.450 Amber Lin: One.

460 00:38:54.600 00:39:00.020 Amber Lin: Yeah, it’s gonna be the same thing I see. So that’s like a presentation.

461 00:39:00.570 00:39:01.290 ShannonMartinez: Correct.

462 00:39:07.490 00:39:08.789 Amber Lin: It’s the same thing.

463 00:39:08.790 00:39:12.860 ShannonMartinez: Anything that says huddles, essentially, you won’t need cause

464 00:39:13.380 00:39:18.199 ShannonMartinez: is gonna as long as we have a process under each of

465 00:39:18.410 00:39:23.179 ShannonMartinez: the topics we shouldn’t need the huddles in there anywhere. Those are just reminders.

466 00:39:23.680 00:39:24.580 Amber Lin: Yeah, like a.

467 00:39:24.980 00:39:27.140 ShannonMartinez: Like a message to office type of thing.

468 00:39:27.420 00:39:30.839 Amber Lin: This one, this one, too, tips on how we talk to customers.

469 00:39:32.180 00:39:41.090 JanieceGarcia: Our top resets. That’s what I’m looking at. On same day reschedules

470 00:40:05.310 00:40:09.710 JanieceGarcia: like we already have that one in there. But I’m scared that we’re fixing to double it.

471 00:40:10.930 00:40:12.390 JanieceGarcia: We’ll put it in there again.

472 00:40:13.850 00:40:16.740 Amber Lin: I think we’ll search where it is. And then when we put it in

473 00:40:17.240 00:40:19.860 Amber Lin: definitely be able to see, I was gonna say, we don’t.

474 00:40:19.860 00:40:20.200 ShannonMartinez: Meeting.

475 00:40:21.020 00:40:25.630 ShannonMartinez: Yeah, country is the owner on this one.

476 00:40:28.230 00:40:29.420 JanieceGarcia: Hmm.

477 00:40:30.420 00:40:33.649 ShannonMartinez: So I don’t know that this is necessarily.

478 00:40:33.650 00:40:36.020 JanieceGarcia: Needed anymore, yeah.

479 00:40:36.020 00:40:40.660 ShannonMartinez: No, I mean, it’s like customer says homes being remodeled need to reset all of that is in.

480 00:40:41.210 00:40:45.240 JanieceGarcia: It’s already in there in some form or fashion. See? That’s what I was.

481 00:40:45.240 00:40:50.100 ShannonMartinez: Or I need to reset to another day because it’s of my mowing day or

482 00:40:50.450 00:40:54.519 ShannonMartinez: having financial issues. I mean, this would be good to like.

483 00:40:57.760 00:41:04.040 ShannonMartinez: have it. This just seems like a message to office issue again. It’s just like a reminder.

484 00:41:04.690 00:41:07.890 JanieceGarcia: Kind of it’s come. It’s stemming from a huddle.

485 00:41:08.730 00:41:15.679 Amber Lin: Hmm! Oh, I see. Anything. Do we have this one in there? Commercial reservice versus.

486 00:41:15.680 00:41:21.509 JanieceGarcia: We know. And that’s gonna be through commercial. Whenever you guys go in and start doing commercial, it’ll be done.

487 00:41:24.580 00:41:30.299 Amber Lin: Okay. Sounds good selected? Why anything about this spreadsheet this presentation.

488 00:41:30.630 00:41:36.059 JanieceGarcia: That one is not going to be relevant because the one that’s about the click to buy is already in there.

489 00:41:45.380 00:41:53.949 Amber Lin: okay, all right. Back to this long list. Of documents.

490 00:41:54.180 00:42:00.390 JanieceGarcia: But for the most part, like if you open up like the wasp and the termite stuff, it’s huddle information.

491 00:42:03.160 00:42:10.689 JanieceGarcia: That’s why I was saying before. Those aren’t needed, because those are huddle. Those are huddle things, and we already have that stuff in there.

492 00:42:11.789 00:42:18.819 JanieceGarcia: And the second story, Wasp one. That’s right. There is not the one that we’ve revamped and actually put in the second.

493 00:42:19.130 00:42:21.599 Amber Lin: I see, I see.

494 00:42:21.600 00:42:38.919 ShannonMartinez: A lot of what we need to go through them, though, Janice, especially on Trelona, because what I’m finding is that we we reference the training doc updates needed sheet that we have. But we don’t have a lot of information on Traylona or termite outside of the huddles.

495 00:42:39.250 00:42:42.369 ShannonMartinez: So we need to probably determine. So

496 00:42:42.890 00:42:46.240 ShannonMartinez: with purpose, scope, and process.

497 00:42:47.511 00:42:49.720 Amber Lin: Okay, so it seems like.

498 00:42:50.221 00:42:57.620 Amber Lin: we, it’s in. But a lot of it is huddle information, but huddle information needs to be written out into the central dorm.

499 00:42:57.970 00:42:59.600 ShannonMartinez: On certain things.

500 00:42:59.600 00:43:04.270 ShannonMartinez: Not all of it, not all of it. But that’s where we just kind of have to thumb through and see.

501 00:43:05.800 00:43:08.419 Amber Lin: Okay, we need to.

502 00:43:09.070 00:43:13.460 Amber Lin: So need to make sure and

503 00:43:16.560 00:43:20.810 Amber Lin: puzzle info loaded.

504 00:43:21.100 00:43:22.190 Amber Lin: All right.

505 00:43:23.040 00:43:26.769 JanieceGarcia: So bees, wasps, and all the family that’s already been done.

506 00:43:27.070 00:43:30.259 Amber Lin: Okay, sounds good. So that’s done.

507 00:43:30.260 00:43:32.690 JanieceGarcia: And the second story, Wasp Nest. That’s our.

508 00:43:32.690 00:43:34.719 Amber Lin: Remember. Yeah, I remember seeing that.

509 00:43:35.360 00:43:39.660 Amber Lin: Okay, let’s go. Look at Termite.

510 00:43:44.760 00:43:47.320 Amber Lin: Who might we have.

511 00:43:47.671 00:43:49.780 JanieceGarcia: Procedures are in there, the correct.

512 00:43:49.780 00:43:53.220 Amber Lin: Yeah, update.

513 00:43:53.570 00:43:55.480 ShannonMartinez: We do need process on that one, though.

514 00:43:56.990 00:43:58.879 ShannonMartinez: Needs formatting on Wdi.

515 00:43:59.220 00:44:03.190 Amber Lin: Okay needs processes.

516 00:44:10.310 00:44:12.629 JanieceGarcia: The update new homeowner.

517 00:44:15.800 00:44:20.149 Amber Lin: Not the new homeowner anything on that?

518 00:44:20.280 00:44:21.259 Amber Lin: Do we have that.

519 00:44:21.260 00:44:23.199 JanieceGarcia: I need to see what’s in that one.

520 00:44:24.870 00:44:25.980 JanieceGarcia: Are you able to open it or not?

521 00:44:25.980 00:44:27.819 Amber Lin: I I can’t open it.

522 00:44:30.340 00:44:34.760 Amber Lin: It’s a i think it’s a reference to something not in this drive.

523 00:44:39.570 00:44:43.150 JanieceGarcia: Oh, that’s an old letter.

524 00:44:45.060 00:44:48.140 JanieceGarcia: It’s not even a template. It’s literally a letter to a customer.

525 00:44:48.580 00:44:50.819 Amber Lin: Hmm, okay, interesting.

526 00:44:53.260 00:44:55.400 Amber Lin: So we don’t need it is what I hear.

527 00:44:56.260 00:45:01.449 Amber Lin: Okay. And we have 1, 2, 3, 4, 5. Trent.

528 00:45:01.920 00:45:03.830 JanieceGarcia: Tralona.

529 00:45:07.680 00:45:12.849 Amber Lin: I know we said that we don’t need

530 00:45:14.900 00:45:15.360 JanieceGarcia: I’m gonna.

531 00:45:15.360 00:45:18.700 Amber Lin: Do we need one of them, or do we not need any of them?

532 00:45:21.170 00:45:28.770 JanieceGarcia: That’s what I’m looking at, because we have termite services. Baiting is on there as how it would come up.

533 00:45:30.703 00:45:36.740 JanieceGarcia: Termite management termite, annual scheduling initials.

534 00:45:37.380 00:45:39.619 JanieceGarcia: The service Code.

535 00:45:41.350 00:45:42.639 ShannonMartinez: What subfolder are you in.

536 00:45:44.060 00:45:44.470 Amber Lin: That’s true.

537 00:45:44.470 00:45:44.980 JanieceGarcia: Clock.

538 00:45:47.770 00:45:50.700 ShannonMartinez: I mean, I know it’s in termite. But what’s the subfolder

539 00:45:50.920 00:45:52.839 ShannonMartinez: on the do not use, or in Central.

540 00:45:53.750 00:45:55.540 Amber Lin: Yeah, it’s it’s in. Do not use.

541 00:45:55.540 00:45:56.150 ShannonMartinez: Okay.

542 00:46:08.080 00:46:17.240 JanieceGarcia: Okay. So Trilona, we definitely need to get confirmation on processes for help.

543 00:46:17.570 00:46:20.110 JanieceGarcia: And so are they still selling it. Shannon.

544 00:46:20.850 00:46:21.620 ShannonMartinez: We are.

545 00:46:22.280 00:46:24.980 ShannonMartinez: We had almost 20,000 of it last week.

546 00:46:25.570 00:46:26.650 Amber Lin: Wow!

547 00:46:28.580 00:46:32.889 ShannonMartinez: Yeah, we’re training up Ryan Van Helen and Alex Lustina for it.

548 00:46:34.600 00:46:36.760 JanieceGarcia: Cause? Is it still service managers.

549 00:46:37.900 00:46:40.319 ShannonMartinez: Mostly we had Daniel and Langley go out.

550 00:46:40.930 00:46:41.530 JanieceGarcia: Okay.

551 00:46:42.010 00:46:43.620 ShannonMartinez: But no, we’re training up

552 00:46:44.170 00:46:49.079 ShannonMartinez: Relona, and it’s on the skills and zip sheet. I think we have Travis, Bill.

553 00:46:50.250 00:46:53.969 JanieceGarcia: Okay. So we’ve we’ve got to get that worked out. So Trilona.

554 00:46:54.660 00:46:55.060 ShannonMartinez: That

555 00:46:56.770 00:47:06.740 ShannonMartinez: flashing a neon light at me just because we’re in termite season right now, and it’s like a hot button thing right now, seasonally, so I know it’s like on the forefront of my need to do.

556 00:47:07.360 00:47:08.030 Amber Lin: Hmm.

557 00:47:08.590 00:47:13.120 JanieceGarcia: Yeah, we definitely, we need to turn those into a how to can we.

558 00:47:13.880 00:47:16.389 JanieceGarcia: Can we see cause? There’s 4.

559 00:47:16.770 00:47:17.520 Amber Lin: Yeah. They’re all.

560 00:47:17.520 00:47:19.060 ShannonMartinez: They look like duplicates.

561 00:47:19.060 00:47:20.493 Amber Lin: They’re duplicates.

562 00:47:22.900 00:47:25.089 ShannonMartinez: I think it was just shared multiple times.

563 00:47:25.090 00:47:30.029 Amber Lin: Yeah, I’m just gonna mark mark one, some. Yeah.

564 00:47:30.030 00:47:39.199 ShannonMartinez: But I do think that we need access to the termite transfer letter. But, Janice, we need to go and remove that quarterly out, and you know, make sure that it’s current.

565 00:47:39.750 00:47:46.180 JanieceGarcia: I want to say we have enough. We have an actual new homeowner letter, but I need to find it.

566 00:47:46.320 00:47:48.720 ShannonMartinez: Okay, that’s something that we can TV.

567 00:47:48.720 00:47:56.960 JanieceGarcia: We have a template. Yeah, I thought I could have sworn we had a template. That’s why I was shocked when I saw that that one was not the template.

568 00:47:58.240 00:48:02.110 Amber Lin: Hmm, okay. So I would say, this is not in there.

569 00:48:02.910 00:48:05.399 Amber Lin: Yeah. Okay, termite. April.

570 00:48:06.450 00:48:07.499 Amber Lin: Do we need that.

571 00:48:07.500 00:48:08.190 ShannonMartinez: Huddle, but.

572 00:48:08.190 00:48:09.000 JanieceGarcia: That’s a huddle.

573 00:48:09.320 00:48:26.200 ShannonMartinez: But that’s what I’m saying, and a lot of the termite information we have is in a huddle versus in our scope. So this is something for us to do. So the understanding I just went into it. Understanding termite service agreements. We’ll just have to cross reference. It’s probably already in the Central Doc. But we just need to thumb through.

574 00:48:26.740 00:48:27.510 Amber Lin: Go ahead.

575 00:48:27.760 00:48:35.050 Amber Lin: So we need to make sure that it’s it’s in there. I’m just gonna mark. It’s not in. So we actually remember to go through that.

576 00:48:35.050 00:48:36.730 Amber Lin: So we look at it. Yeah, yeah, definitely.

577 00:48:36.730 00:48:39.579 Amber Lin: Pre bills letter, do we need that one.

578 00:48:41.490 00:48:44.349 JanieceGarcia: I don’t even know what that one is. I don’t know what that is.

579 00:48:45.720 00:48:46.460 Amber Lin: Terrific.

580 00:48:46.460 00:48:47.330 ShannonMartinez: Charming, mesh.

581 00:48:47.850 00:48:58.010 JanieceGarcia: We’re not doing anything with Termy Mesh until you, Shannon. That’s what we said on our last meeting, Termy. Mesh, we’re leaving out completely right now until Shannon figures that one out.

582 00:48:59.740 00:49:00.870 Amber Lin: Okay, so.

583 00:49:00.870 00:49:01.280 JanieceGarcia: Desktop.

584 00:49:01.280 00:49:02.510 ShannonMartinez: Tbd. Tbs.

585 00:49:02.650 00:49:03.550 JanieceGarcia: DVD.

586 00:49:03.910 00:49:04.690 Amber Lin: Okay.

587 00:49:05.080 00:49:12.500 Amber Lin: Alright, okay. Thank you for my services. Think we should have.

588 00:49:12.860 00:49:13.630 JanieceGarcia: Yes.

589 00:49:14.050 00:49:14.790 Amber Lin: Good. Okay.

590 00:49:14.790 00:49:17.109 JanieceGarcia: Definitely we didn’t. I think.

591 00:49:21.610 00:49:28.140 ShannonMartinez: We just have to build upon it. I was going going through. This is more like like Q&A type.

592 00:49:28.630 00:49:35.310 ShannonMartinez: But it looks like it’s not completely finished, so we can revoke that document.

593 00:49:39.700 00:49:40.700 JanieceGarcia: Oh!

594 00:49:41.220 00:49:46.570 ShannonMartinez: Drywood termites. I don’t think we need that anymore, because that’s on the inspectors. Zip sheet.

595 00:49:47.040 00:49:47.830 Amber Lin: Hmm.

596 00:49:47.830 00:49:48.180 JanieceGarcia: It is.

597 00:49:48.180 00:49:50.399 ShannonMartinez: This one’s not needed dry wood, termite.

598 00:49:51.040 00:49:53.170 Amber Lin: Okay, not needed.

599 00:49:55.290 00:49:58.450 Amber Lin: That Powerpoint launch alert.

600 00:49:58.940 00:50:00.380 Amber Lin: No, that’s another huddle.

601 00:50:01.000 00:50:09.090 JanieceGarcia: Can you do the the FAQ termites? I don’t see that it’s in there that exact way.

602 00:50:09.250 00:50:09.780 Amber Lin: Okay.

603 00:50:09.780 00:50:10.900 Amber Lin: I’m just in the market.

604 00:50:11.556 00:50:13.820 JanieceGarcia: Or, yeah, okay.

605 00:50:14.200 00:50:15.250 Amber Lin: Sounds good

606 00:50:15.752 00:50:23.669 Amber Lin: anything in this huddle from lunch and learn that we want to put in any information there. We want to put in the document in the Central Doc.

607 00:50:26.880 00:50:28.919 ShannonMartinez: I’m in it, and honestly.

608 00:50:28.920 00:50:30.395 Amber Lin: This 1, 2023.

609 00:50:31.150 00:50:31.740 ShannonMartinez: Yeah.

610 00:50:31.760 00:50:36.950 ShannonMartinez: yeah, it is. But it’s a but we, we cover these in the Ce, so I don’t think it’s needed.

611 00:50:39.300 00:50:42.290 ShannonMartinez: That’s what it basically the lunch and learn is to see.

612 00:50:42.950 00:50:44.050 JanieceGarcia: I see. Okay.

613 00:50:44.180 00:50:48.449 Amber Lin: So 2022 April topic of a month. Do we still need that one.

614 00:50:48.450 00:50:49.690 JanieceGarcia: No, it’s gonna be way over.

615 00:50:49.690 00:50:50.696 Amber Lin: Okay. Okay.

616 00:50:51.200 00:50:52.660 JanieceGarcia: Too. Old, yeah.

617 00:50:53.640 00:50:54.379 Amber Lin: Alrighty.

618 00:50:56.130 00:51:03.083 Amber Lin: Oh, oh dear, okay, almost there we might. We might need another time to go through the rest.

619 00:51:04.610 00:51:08.039 JanieceGarcia: I think you’d be surprised. Termite was gonna be our biggest, our biggest thing.

620 00:51:08.040 00:51:11.260 ShannonMartinez: That’s the only one that was for me was a pain point. So.

621 00:51:11.260 00:51:14.909 JanieceGarcia: Because stored pantry. Pest! We’ve already revamped and done so. The.

622 00:51:15.570 00:51:17.189 JanieceGarcia: Those don’t need to be in there. Those already done.

623 00:51:17.885 00:51:22.060 Amber Lin: you when you say revamped? It’s, do you mean, like it’s in.

624 00:51:22.060 00:51:23.100 JanieceGarcia: In the central dock.

625 00:51:23.360 00:51:26.380 Amber Lin: Oh, I see no.

626 00:51:27.580 00:51:28.989 ShannonMartinez: Purpose, scope, process.

627 00:51:29.230 00:51:29.780 JanieceGarcia: Yep.

628 00:51:31.980 00:51:32.790 Amber Lin: Okay.

629 00:51:33.540 00:51:36.410 JanieceGarcia: And it’s because, as we’ve been doing this and building it

630 00:51:36.870 00:51:40.350 JanieceGarcia: like I said, I add to the central dock right away. I don’t.

631 00:51:41.600 00:51:44.559 JanieceGarcia: I don’t do anything outside of the Central dock anymore.

632 00:51:45.730 00:51:54.800 Amber Lin: I see. So I’m gonna say, this is, think these are and awesome.

633 00:51:55.160 00:51:56.110 Amber Lin: Okay?

634 00:51:56.710 00:52:05.170 Amber Lin: And let’s go look at. I think we looked at the set Saturday.

635 00:52:05.830 00:52:09.720 JanieceGarcia: Yeah, the Saturday one. That’s why I was saying I knew that was already done.

636 00:52:09.910 00:52:14.120 Amber Lin: And roads, and no.

637 00:52:14.819 00:52:15.519 JanieceGarcia: Mosquitoes

638 00:52:16.090 00:52:22.549 JanieceGarcia: or rodent. Yeah, rodent. We’ve already done that one, Shannon. I worked on already that one’s all in there. The way that

639 00:52:22.550 00:52:24.790 JanieceGarcia: there should be. All of these are.

640 00:52:24.990 00:52:27.320 Amber Lin: We don’t need to go look at it anymore.

641 00:52:27.730 00:52:32.205 Amber Lin: So I’ll just mark, I assume these are all needed in there right.

642 00:52:34.050 00:52:34.740 Amber Lin: Okay.

643 00:52:36.450 00:52:40.459 JanieceGarcia: It’s helped with Andy as we’re going through the seasons because.

644 00:52:40.460 00:52:40.840 Amber Lin: Good.

645 00:52:40.840 00:52:43.810 JanieceGarcia: It pushed us to update a lot of this stuff already.

646 00:52:43.810 00:52:45.649 Amber Lin: Yay, that’s great.

647 00:52:46.030 00:52:48.270 Amber Lin: I’m glad to hear that. Okay.

648 00:52:48.480 00:52:57.110 Amber Lin: a few more to go. Just pests, roaches, pests, mosquitoes, and grocious.

649 00:52:57.400 00:53:01.389 Amber Lin: 2 of these FAQ, and.

650 00:53:01.680 00:53:05.170 JanieceGarcia: Roaches is already. It’s in our general pest stuff.

651 00:53:05.354 00:53:06.090 ShannonMartinez: We don’t need that.

652 00:53:06.090 00:53:06.880 JanieceGarcia: We don’t need that.

653 00:53:07.350 00:53:07.950 Amber Lin: Hmm.

654 00:53:10.390 00:53:12.380 ShannonMartinez: And ce, we don’t need either.

655 00:53:13.320 00:53:14.430 Amber Lin: Hmm, okay?

656 00:53:15.920 00:53:16.840 Amber Lin: And.

657 00:53:18.560 00:53:23.129 ShannonMartinez: Those are presentations by our our anthropologists that are shared with us. It’s not.

658 00:53:23.130 00:53:28.820 Amber Lin: Oh, interesting. Okay. I see test tips.

659 00:53:29.340 00:53:30.309 Amber Lin: Anything with.

660 00:53:30.310 00:53:31.880 JanieceGarcia: It’s all in the central dock.

661 00:53:33.310 00:53:34.260 Amber Lin: Alright.

662 00:53:36.230 00:53:36.910 Amber Lin: Okay.

663 00:53:37.220 00:53:38.470 Amber Lin: Let’s see.

664 00:53:38.920 00:53:40.820 Amber Lin: Mosquitoes.

665 00:53:41.430 00:53:43.640 Amber Lin: Oh, so many. I’m just.

666 00:53:43.850 00:53:44.780 JanieceGarcia: Yeah, but.

667 00:53:44.780 00:53:45.230 Amber Lin: The best.

668 00:53:45.230 00:53:45.830 JanieceGarcia: Keto’s.

669 00:53:46.080 00:53:53.500 JanieceGarcia: Yes, probably from people adding it, thinking that it’s not in there, and.

670 00:53:55.402 00:53:57.127 Amber Lin: Duplicates. Yeah.

671 00:53:57.990 00:54:01.190 JanieceGarcia: And thermosel, we’re not even doing anymore.

672 00:54:02.970 00:54:04.090 Amber Lin: Oh, so funny!

673 00:54:04.090 00:54:05.780 ShannonMartinez: We’re just we’re just doing.

674 00:54:05.780 00:54:06.280 JanieceGarcia: And the.

675 00:54:06.770 00:54:08.970 ShannonMartinez: Just because we have the programs, though.

676 00:54:08.970 00:54:09.470 JanieceGarcia: Yeah.

677 00:54:11.040 00:54:13.860 ShannonMartinez: We just let me open it up.

678 00:54:16.060 00:54:17.860 JanieceGarcia: But thermo cell is in here.

679 00:54:18.920 00:54:19.660 ShannonMartinez: It is.

680 00:54:20.480 00:54:21.300 Amber Lin: Awesome.

681 00:54:22.421 00:54:28.169 Amber Lin: We have thermosel thermosel, picks yeah, are they both in.

682 00:54:30.090 00:54:35.539 JanieceGarcia: Pictures, of course, are not, but the how to schedule and how to do the

683 00:54:36.220 00:54:40.860 JanieceGarcia: repellent refills, because we do still have customers that have them.

684 00:54:42.000 00:54:43.270 JanieceGarcia: So we’re just not.

685 00:54:43.270 00:54:44.950 JanieceGarcia: No, it anymore.

686 00:54:45.550 00:54:46.950 Amber Lin: Hmm, so what.

687 00:54:46.950 00:54:47.670 JanieceGarcia: Systems.

688 00:54:47.670 00:54:53.040 Amber Lin: Which one are you talking about? Cause we have all we have these, Doc thermosome.

689 00:54:53.040 00:54:54.370 Amber Lin: No, just the phone.

690 00:54:54.370 00:54:55.099 JanieceGarcia: That’s all.

691 00:54:55.340 00:54:56.960 Amber Lin: So it’s not there yet.

692 00:55:00.250 00:55:03.470 JanieceGarcia: No thermo cells in there, that’s what.

693 00:55:04.890 00:55:10.290 Amber Lin: Oh, okay, do we need any formatting help for that one.

694 00:55:10.290 00:55:13.710 JanieceGarcia: So this is ABC is no longer selling thermocell.

695 00:55:14.150 00:55:19.390 JanieceGarcia: But we still have the repairs and the refills. This is Shannon, and I actually put this one together.

696 00:55:19.690 00:55:20.410 Amber Lin: Hmm.

697 00:55:20.410 00:55:21.650 JanieceGarcia: What’s in the central dock.

698 00:55:21.920 00:55:22.660 Amber Lin: Hmm.

699 00:55:24.590 00:55:32.639 ShannonMartinez: So I think, as far as Amber’s suggestion, to have pictures and put it in the Central Doc, I think we should just. It’s like a fyi like

700 00:55:32.820 00:55:45.709 ShannonMartinez: FAQ, like this is what thermosel is. And this is what it does. I think you’re right. We’re not gonna sell it anymore. Where that ship is sailed, but we do have customers who will have ongoing, and we just recent they had a huge recall.

701 00:55:45.970 00:55:49.230 ShannonMartinez: Can we just recently repaired all the replaced all the hubs.

702 00:55:49.230 00:55:55.259 ShannonMartinez: So we’re still servicing. And but it’s just a a product that we’re not no longer selling.

703 00:55:55.260 00:55:55.660 Amber Lin: All right.

704 00:55:55.660 00:55:57.539 ShannonMartinez: New thing. Yeah.

705 00:55:57.540 00:55:59.900 Amber Lin: Sounds good. Okay,

706 00:56:02.558 00:56:12.410 Amber Lin: let’s go anything. Here is everything else here in central talk? Or do we need to still add them.

707 00:56:12.940 00:56:19.070 JanieceGarcia: Almost mosquito. Go ahead, Shannon, I’m gonna say, all mosquitoes in the Central now.

708 00:56:20.410 00:56:27.530 ShannonMartinez: Okay, we just have to add process, because, like this, one’s mosquito system fills and repairs. It doesn’t have process.

709 00:56:29.780 00:56:32.479 Amber Lin: Hmm! Which one are we talking about?

710 00:56:33.590 00:56:34.999 ShannonMartinez: Mosquito system orders.

711 00:56:36.600 00:56:37.529 Amber Lin: Let me see.

712 00:56:37.530 00:56:40.370 ShannonMartinez: It says it’s actually labeled mosquito system. Fill.

713 00:56:41.020 00:56:47.569 Amber Lin: Oh, okay, needs process. It’s in there but needs process. What about mosquito program? Update.

714 00:56:50.130 00:56:50.700 JanieceGarcia: Oh!

715 00:56:50.700 00:56:51.170 Amber Lin: I don’t have.

716 00:56:51.170 00:56:58.999 JanieceGarcia: From seasonal to whichever we can double check that one. But I’m pretty sure that one’s in here.

717 00:57:00.410 00:57:01.969 ShannonMartinez: We do need process, though.

718 00:57:02.350 00:57:03.410 JanieceGarcia: Program. Yeah.

719 00:57:03.410 00:57:04.720 ShannonMartinez: 1, 2, 3, 4, 5.

720 00:57:06.255 00:57:09.650 Amber Lin: Mosquito breeding. There’s 3, doesn’t.

721 00:57:10.300 00:57:11.540 ShannonMartinez: Oh, hold on.

722 00:57:11.540 00:57:16.699 Amber Lin: They’re not. They’re different. They’re they are a infographic.

723 00:57:19.980 00:57:22.899 JanieceGarcia: Yeah. Those came from Jim.

724 00:57:25.430 00:57:27.569 ShannonMartinez: Yeah, they’re part of the ce.

725 00:57:27.840 00:57:30.900 JanieceGarcia: So I wouldn’t. We don’t need them. It’s a huddle thing.

726 00:57:31.110 00:57:32.023 JanieceGarcia: Hmm, okay.

727 00:57:35.930 00:57:36.770 Amber Lin: All right.

728 00:57:37.100 00:57:44.419 Amber Lin: This one’s mosquito programs. It’s a presentation.

729 00:57:44.990 00:57:49.069 ShannonMartinez: We don’t need it. It’s a huddle it’s already in Andy.

730 00:57:50.330 00:57:51.280 Amber Lin: All right.

731 00:57:51.390 00:57:53.899 Amber Lin: Lead line, promo.

732 00:57:55.560 00:57:57.369 JanieceGarcia: Andrea is the owner.

733 00:57:58.930 00:57:59.889 ShannonMartinez: We don’t need it.

734 00:58:00.050 00:58:00.580 JanieceGarcia: No.

735 00:58:00.880 00:58:01.470 Amber Lin: Yay!

736 00:58:01.470 00:58:02.959 ShannonMartinez: We’re coming up with a new system.

737 00:58:03.150 00:58:03.560 Amber Lin: Okay.

738 00:58:07.870 00:58:12.519 Amber Lin: Faqs, wasp, bees and services.

739 00:58:13.200 00:58:18.350 ShannonMartinez: Do you think this is a duplicate? We’ve revamped this because it’s the second story, you know.

740 00:58:19.200 00:58:19.750 JanieceGarcia: Don’t need it.

741 00:58:23.840 00:58:25.690 JanieceGarcia: -Oh, Shannon, are you getting sick?

742 00:58:26.070 00:58:26.740 Amber Lin: Bye, okay.

743 00:58:26.740 00:58:33.439 ShannonMartinez: Girl I’ve just been like. Yes, I had to call you back this morning. I was like, I am not feeling good.

744 00:58:33.440 00:58:36.730 Amber Lin: Oh, thank you for being on the call with us.

745 00:58:38.460 00:58:40.980 ShannonMartinez: You’re very welcome. It’s just so important.

746 00:58:42.645 00:58:45.670 Amber Lin: Last few things. Mosquito services.

747 00:58:46.020 00:58:49.080 JanieceGarcia: Don’t have access duplicate. Okay?

748 00:58:49.080 00:58:49.930 JanieceGarcia: And we already.

749 00:58:51.680 00:58:54.089 Amber Lin: ABC. Mosquito services.

750 00:58:54.090 00:58:57.620 ShannonMartinez: This is a Youtube video. It’s more like a media.

751 00:58:57.830 00:59:01.840 ShannonMartinez: It’s a looks like an M, yeah. Mp, 4.

752 00:59:02.790 00:59:05.850 ShannonMartinez: Yeah, it’s a. It’s a promo advertisement.

753 00:59:05.850 00:59:09.730 Amber Lin: Oh, okay.

754 00:59:10.430 00:59:12.529 ShannonMartinez: An advertisement used in the huddle for awareness.

755 00:59:12.530 00:59:12.970 Amber Lin: You know.

756 00:59:12.970 00:59:14.110 ShannonMartinez: Need it on the drive.

757 00:59:14.370 00:59:17.049 Amber Lin: I see. So for lunch, and learn.

758 00:59:17.470 00:59:18.410 ShannonMartinez: We don’t need that one either.

759 00:59:18.410 00:59:22.739 Amber Lin: We don’t need that one prep. Lit. Oh, this is for flea and tick.

760 00:59:22.830 00:59:25.139 Amber Lin: Hi, I was looking for that today.

761 00:59:27.430 00:59:30.459 ShannonMartinez: So I was. I was looking for that.

762 00:59:30.690 00:59:31.630 Amber Lin: Yeah, you guys.

763 00:59:32.000 00:59:34.210 ShannonMartinez: If it’s not in the drive, we need to add it.

764 00:59:34.440 00:59:35.140 Amber Lin: Okay.

765 00:59:35.380 00:59:39.239 JanieceGarcia: I have the treatment what it includes.

766 00:59:42.930 00:59:45.230 JanieceGarcia: but I don’t see the prep list.

767 00:59:47.490 00:59:49.460 JanieceGarcia: So go ahead. That needs to go in there. Yeah.

768 00:59:49.460 00:59:55.250 Amber Lin: Okay, flea and ticks is that that’s a that’s a Powerpoint.

769 00:59:55.360 00:59:56.949 Amber Lin: I assume that’s in there.

770 00:59:56.950 00:59:58.099 JanieceGarcia: That’s old.

771 00:59:59.660 01:00:00.760 Amber Lin: Yeah.

772 01:00:01.060 01:00:01.479 ShannonMartinez: We don’t know.

773 01:00:02.140 01:00:03.520 Amber Lin: Don’t need. Okay.

774 01:00:03.830 01:00:05.640 JanieceGarcia: None of those, all 3 of those.

775 01:00:05.780 01:00:08.970 Amber Lin: Great how old those are! 4 years ago goodness

776 01:00:08.970 01:00:10.370 Amber Lin: list is still the same, though.

777 01:00:10.370 01:00:13.479 JanieceGarcia: Yeah, the prep list is the same. The Prep list needs to go in there.

778 01:00:13.840 01:00:15.540 Amber Lin: Okay. Sounds good.

779 01:00:15.820 01:00:17.820 Amber Lin: Last one bad blokes.

780 01:00:20.540 01:00:24.549 Amber Lin: Where is it? Do we have? We added, all the rodent stuff.

781 01:00:25.610 01:00:26.670 Amber Lin: Oh, okay.

782 01:00:27.260 01:00:31.975 Amber Lin: But last one, okay.

783 01:00:34.480 01:00:38.679 JanieceGarcia: The service areas by branch and zip code that’s already been done.

784 01:00:40.220 01:00:44.119 JanieceGarcia: Collection statuses that’s already done past due balance report done.

785 01:00:45.070 01:00:48.210 Amber Lin: Yeah, I’m looking at the bed bugs.

786 01:00:48.210 01:00:50.159 JanieceGarcia: Yep, ce is not needed.

787 01:00:50.650 01:00:53.789 Amber Lin: Which which 1? 0, this one not needed.

788 01:00:54.760 01:00:55.160 JanieceGarcia: I would.

789 01:00:55.160 01:00:55.610 Amber Lin: Okay.

790 01:00:55.610 01:00:58.160 JanieceGarcia: Keep the Prep list that needs to go in the central dock.

791 01:01:02.360 01:01:03.390 Amber Lin: Treatment, to.

792 01:01:03.390 01:01:05.309 JanieceGarcia: I would put that in the Central Doc, too.

793 01:01:05.310 01:01:09.789 Amber Lin: Okay and residential letter.

794 01:01:09.790 01:01:13.670 ShannonMartinez: Oh, that’s the perfect scheduling letter! Shannon.

795 01:01:14.070 01:01:14.709 Amber Lin: Oh, that’s good!

796 01:01:14.710 01:01:15.939 JanieceGarcia: So put that in there. Yup.

797 01:01:15.940 01:01:16.950 Amber Lin: Yay!

798 01:01:17.840 01:01:19.019 JanieceGarcia: Everything else we’ve already done.

799 01:01:19.020 01:01:21.460 Amber Lin: Talked about Admin already.

800 01:01:22.540 01:01:28.689 JanieceGarcia: Did those. That’s why I was saying the ones from down below that we were going through. I knew Amber, you and I had already looked at them.

801 01:01:28.690 01:01:30.660 Amber Lin: Yeah, I was just saying that.

802 01:01:30.660 01:01:31.340 JanieceGarcia: All of that.

803 01:01:31.340 01:01:31.890 Amber Lin: So.

804 01:01:32.210 01:01:37.959 ShannonMartinez: That one that you just took off was the Admin training calendar. That was the last one. That’s

805 01:01:39.030 01:01:42.709 ShannonMartinez: so. We’re not taking it off. We’re just not putting it in the dock right.

806 01:01:42.710 01:01:50.309 Amber Lin: Hmm, yeah, yeah. Let me mark that. I’m gonna delete the stuff we have above, because we did go through this down here.

807 01:01:51.180 01:01:53.199 Amber Lin: training calendar. Other.

808 01:01:53.350 01:01:54.809 Amber Lin: Just put that down there.

809 01:01:54.810 01:01:59.679 ShannonMartinez: Yeah, that one’s like the other one with the branches. It’s like restricted need to know type information.

810 01:01:59.680 01:02:04.409 Amber Lin: Hmm, okay, so let me.

811 01:02:05.150 01:02:07.160 JanieceGarcia: That’s all the same stuff that we.

812 01:02:07.160 01:02:10.910 Amber Lin: Yeah, let me just delete these ones because we already covered them.

813 01:02:11.120 01:02:12.889 Amber Lin: And I think that’s everything.

814 01:02:13.380 01:02:13.940 JanieceGarcia: Yep.

815 01:02:14.250 01:02:14.910 Amber Lin: I think.

816 01:02:15.310 01:02:22.520 Amber Lin: Yay, yay! Did we cover rodent and wildlife somewhere here, down down here.

817 01:02:22.520 01:02:25.240 ShannonMartinez: But you’ve got the termite insurance. Okay? Yes.

818 01:02:25.700 01:02:28.949 ShannonMartinez: As long as the Trolona stuff stays on there. Okay.

819 01:02:28.950 01:02:31.030 Amber Lin: Yay, yay, yay, thank you. Team.

820 01:02:31.450 01:02:34.130 Amber Lin: Thank you, Miss Amber, thank you.

821 01:02:34.130 01:02:48.790 Amber Lin: Yeah. Let me comb through this to make this look cleaner, and then we can. I can flag the ones that we need to put in. We’ll put them in, and then I’ll book a meeting for us so we can go through the Central Doc to see what needs formatting.

822 01:02:49.080 01:02:49.650 JanieceGarcia: Sweet.

823 01:02:50.574 01:02:56.090 Amber Lin: What will work for you? What? What’s a good time? So I can remember to book

824 01:02:56.090 01:02:59.849 Amber Lin: fine on at this time on Mondays for sure.

825 01:02:59.850 01:03:03.820 Amber Lin: Okay, what about some? Somewhere like in the week.

826 01:03:04.270 01:03:08.689 JanieceGarcia: The I can tell you that.

827 01:03:09.910 01:03:16.190 JanieceGarcia: Let me see, tomorrow. I have no time available.

828 01:03:17.690 01:03:21.159 Amber Lin: What about Wednesday or Thursday? Maybe Wednesday would be better.

829 01:03:21.460 01:03:24.309 JanieceGarcia: Wednesday I can do anywhere from 2 30 to 4.

830 01:03:24.710 01:03:27.800 Amber Lin: Yeah let me delete good morning. One.

831 01:03:27.890 01:03:29.580 ShannonMartinez: Same, 2, 30 to 4.

832 01:03:29.870 01:03:36.759 Amber Lin: Okay. 2, 30, for she’ll book that for us.

833 01:03:36.760 01:03:40.319 ShannonMartinez: I do have a 3 Pm. But I’m flexible on that. I can move it around.

834 01:03:40.800 01:03:42.590 Amber Lin: Okay. Sounds good.

835 01:03:42.870 01:03:43.500 ShannonMartinez: Okay.

836 01:03:44.550 01:03:50.750 Amber Lin: Hey? Okay, I’ll see you guys there, go through.

837 01:03:50.880 01:03:54.220 Amber Lin: Find what? The format.

838 01:03:54.600 01:03:57.000 Amber Lin: Okay? Perfect. Good.

839 01:03:57.000 01:03:57.410 ShannonMartinez: Okay.

840 01:03:57.410 01:03:58.560 JanieceGarcia: Perfect, perfect bye.

841 01:03:58.560 01:03:59.540 JanieceGarcia: Thank you.

842 01:03:59.540 01:04:00.010 Amber Lin: Talk to you.

843 01:04:00.010 01:04:01.439 JanieceGarcia: Alright! Alright! Bye.

844 01:04:01.750 01:04:02.720 Amber Lin: Bye-bye.