Meeting Title: Brainforge x ABC Home and Commercial: Weekly Project Check Date: 2025-07-10 Meeting participants: JanieceGarcia, read.ai meeting notes, YvetteRuiz, Steven, Amber Lin


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1 00:01:16.110 00:01:18.890 JanieceGarcia: There you go. You look good all the time. Tara.

2 00:02:54.550 00:02:55.640 JanieceGarcia: Hello, Yvette!

3 00:02:55.770 00:02:56.980 YvetteRuiz: Hello!

4 00:02:59.670 00:03:01.220 JanieceGarcia: How’s Noah?

5 00:03:02.650 00:03:05.130 YvetteRuiz: He’s doing good. Huh?

6 00:03:06.940 00:03:12.279 YvetteRuiz: Just what’s this? It’s popping up on my screen.

7 00:03:13.350 00:03:14.580 YvetteRuiz: Oh, okay.

8 00:03:14.580 00:03:15.500 JanieceGarcia: Start popping, up.

9 00:03:15.500 00:03:20.760 YvetteRuiz: Yes, I don’t know all these cookies stuff.

10 00:03:36.630 00:03:41.269 YvetteRuiz: holy, Moly, that is insane.

11 00:03:43.020 00:03:44.910 YvetteRuiz: Oh, okay.

12 00:03:51.060 00:03:59.470 JanieceGarcia: Yeah, I got here at 7 30 this morning, 7, 35, maybe, and

13 00:04:00.950 00:04:07.510 JanieceGarcia: I had Vicki up front, and I sat up there with them, and they were like, why are you sitting up here? I was like, I’m helping you guys.

14 00:04:10.340 00:04:11.532 JanieceGarcia: I don’t know.

15 00:04:15.100 00:04:16.390 YvetteRuiz: Hey! Steven.

16 00:04:16.390 00:04:17.369 Steven: How’s it going.

17 00:04:18.000 00:04:18.970 JanieceGarcia: Hey! Steven.

18 00:04:19.980 00:04:25.090 Steven: Jeez. I did get your message and call her as about the deliveries.

19 00:04:25.530 00:04:28.729 JanieceGarcia: Levi Levi did take care of him.

20 00:04:28.890 00:04:34.669 Steven: Yeah, they actually just I don’t know why they didn’t tell us about it. They just brought it back now. So we’re good.

21 00:04:34.980 00:04:36.260 JanieceGarcia: Okay. Okay.

22 00:04:43.440 00:04:44.770 JanieceGarcia: Hi, amber.

23 00:04:45.120 00:04:46.230 Amber Lin: Hi there!

24 00:04:49.880 00:04:50.929 Amber Lin: Nice to see you.

25 00:04:55.860 00:05:00.830 Amber Lin: I know Matt’s not coming today, so it would be.

26 00:05:01.100 00:05:06.159 Amber Lin: It will be just us. I don’t know if Utam’s gonna join. No, he, I think he’s on the call.

27 00:05:06.320 00:05:08.650 Amber Lin: So we can get started.

28 00:05:15.840 00:05:21.889 Amber Lin: Let me share my screen. And

29 00:05:27.160 00:05:28.000 Amber Lin: okay.

30 00:05:47.650 00:05:59.220 Amber Lin: yeah, so it’s been 2 weeks since I talked to you guys, I miss you. I miss you. I mean, I’ve talked to Yvette and Janice very frequently, so.

31 00:05:59.806 00:06:00.979 YvetteRuiz: Hello! Again.

32 00:06:01.371 00:06:03.329 Amber Lin: It’s been a long time.

33 00:06:04.900 00:06:11.992 Amber Lin: and so I want to start up. Start us off with a usage. Very good news. The dashboard is back on

34 00:06:12.330 00:06:13.335 YvetteRuiz: Yay!

35 00:06:14.340 00:06:44.190 Amber Lin: We’re calling all the different vendors, because apparently 2, 1 of them changed their authentication, the other one did not update their internal processes. So we spent this whole morning trying to get it back online. And it is. And so our, we’re able to. We’re starting the 8 by 8 dashboard work. And he’s already working on that and we have the Kpi dashboards and the metric logs. Back back online.

36 00:06:44.510 00:06:45.340 YvetteRuiz: Hey!

37 00:06:45.340 00:06:51.149 Amber Lin: Yeah. So I got the uses metrics 5 min before this meeting.

38 00:06:51.700 00:07:02.179 Amber Lin: and unfortunately we, our usage has went down the past. The past 14 days. My suspicion is that

39 00:07:02.720 00:07:06.729 Amber Lin: we’re we lost a few day one day because of

40 00:07:07.560 00:07:08.590 YvetteRuiz: A holiday.

41 00:07:08.590 00:07:18.169 Amber Lin: And probably a little bit more, because people are already thinking of the holidays. So they probably there’s more people, probably off.

42 00:07:18.460 00:07:19.210 JanieceGarcia: But

43 00:07:19.770 00:07:26.720 JanieceGarcia: was that also, during that same time that we weren’t able to use Andy for what was that? 2 days.

44 00:07:27.550 00:07:34.869 Amber Lin: I. It could be the beginning of this cause. This is the past 2 weeks, right? So it’s either the week.

45 00:07:35.010 00:07:38.299 Amber Lin: the it could be the start of this past

46 00:07:38.580 00:07:51.509 Amber Lin: 14 day period. That’s my suspicion. But we did. We did go down a little bit from the goal, and maybe very sad. We were at 30%. And now we’re back at 20.

47 00:07:54.510 00:07:55.180 Amber Lin: So.

48 00:07:55.180 00:07:56.000 JanieceGarcia: Backup. Okay.

49 00:07:56.000 00:07:56.670 Amber Lin: Yeah.

50 00:07:56.790 00:08:10.960 Amber Lin: I do. I do think the things that we’re doing will increase their usage. We’ll talk about it in a second, and we can discuss what’s the most important thing, or most the most impactful thing that will get usage of.

51 00:08:12.500 00:08:28.630 Amber Lin: So this quick view, because I didn’t have time, I would. I wanted to prepare the the usage less than 5, but didn’t get time to do that. So here’s a quick screenshot of the top users Rosa. Linda is using it a lot.

52 00:08:29.100 00:08:32.469 YvetteRuiz: That’s good. She’s a new hire. She’s what the newest hire

53 00:08:32.750 00:08:39.330 Amber Lin: Yeah, I is she in the Channel? I would love to just get her feedback on how she feels.

54 00:08:39.740 00:08:42.397 YvetteRuiz: Yeah, they’re all in the channel.

55 00:08:42.840 00:09:10.199 Amber Lin: It’s really helpful, because now they’re very excited, and they gave me so much feedback already, because I was looking at the roadmap. I was looking at my plans. I was like, I don’t know. There’s so much things we can develop. Some of them will take a long time, but I wasn’t sure what will be the most impactful. But now I get to directly talk to them and like it’s helping me understand a lot of what’s more important. Some of them won’t take that long to develop.

56 00:09:11.002 00:09:21.630 Amber Lin: So this is great, I think, having that channel also makes Andy more real because the I can be the human behind it, and they can know like who they’re. There’s someone supporting them.

57 00:09:22.020 00:09:23.409 YvetteRuiz: Yeah, yeah.

58 00:09:23.410 00:09:40.800 Amber Lin: And so this is just a quick recap what we talked about last time, of what we wanted, what I wanted to do to boost the usage and boost the impact of Andy. And we said that for the 1st month we’re going to really focus on

59 00:09:41.660 00:09:48.700 Amber Lin: the Central Doc is clear and revamped, and that we incorporate the spreadsheets.

60 00:09:50.460 00:09:56.040 YvetteRuiz: Question amber. So if someone needs access to the Central Doc.

61 00:09:56.480 00:09:59.420 YvetteRuiz: Who gives that? Is it us that gives it.

62 00:10:00.826 00:10:03.770 Amber Lin: You have when they access to add them right?

63 00:10:03.930 00:10:22.713 YvetteRuiz: Right. I once I add him, but then, if someone’s requesting it, I may have missed Matt because Matt was all like Hi! I I can’t get in there, you bet. I asked for request, but I never got it. So I was like, why not I? Normally, when I own the Doc, it comes to me. I went ahead and I gave him access to it. But I just wanna make sure that no one’s requesting it. And it’s going nowhere.

64 00:10:22.940 00:10:40.049 Amber Lin: Yeah, let me check real quick. I can also transfer the ownership to you. Let me check if I can’t change it here, I’ll make a note, and I’ll make sure to transfer that ownership to you. So request get routes to you. I do believe it’s currently still sitting in our

65 00:10:40.870 00:10:42.430 JanieceGarcia: Looked like it was under Miguel.

66 00:10:43.170 00:10:51.061 Amber Lin: I see, I see. So I will have to ask. Okay, I’ll ask Miguel to transfer the ownership

67 00:10:51.880 00:10:56.609 Amber Lin: to to you. So let me take note of that real quick.

68 00:10:56.610 00:10:57.340 YvetteRuiz: Okay.

69 00:10:57.500 00:11:04.450 Amber Lin: Yeah, I think that will make things a lot easier, because you know who you need to add, ask.

70 00:11:05.020 00:11:13.300 Amber Lin: go to to the event.

71 00:11:13.450 00:11:16.860 Amber Lin: Okay, noted. I’ll do that after this.

72 00:11:20.350 00:11:32.360 Amber Lin: And so we’re currently in the almost in the middle of July. And oh, I think we’re

73 00:11:32.790 00:11:44.370 Amber Lin: we’re making a really good progress on the central dock and the in the past 2 weeks, which I’ll touch upon in a second, I think what we did really helps us expand to

74 00:11:44.620 00:11:59.570 Amber Lin: other sections of customer service. So the more I do it the more I’ve isolated out the general processes. That doesn’t have to be pest specific, and I’ll show you guys in the in a quick moment.

75 00:12:00.910 00:12:17.100 Amber Lin: So this is a quick update of this past 2 weeks. So the main, I think the key win we had is that we really made some structural changes to the Central doc. So right now, it’s just grouped by.

76 00:12:17.270 00:12:18.919 Amber Lin: I would say.

77 00:12:19.640 00:12:35.819 Amber Lin: 3 or 4 main sections and a lot of them. Is generally applicable as processes to different sections of the Customer Service Department. And then we have specific information about

78 00:12:35.820 00:12:50.169 Amber Lin: pest services that need special attention. I think that will allow us to quickly ramp up, to say mechanical, because some of the processes are the same, and then we can isolate out what’s just a mechanical service specific

79 00:12:50.662 00:12:53.640 Amber Lin: notes that we need to make to Csrs.

80 00:12:54.610 00:13:02.210 Amber Lin: And then we also, added the inspector sheet. We’re getting feedback on how it is, because

81 00:13:02.980 00:13:28.540 Amber Lin: I know some updates might have might have been changed. The more updates, the more feedback we get, the more we’ll know how to classify them and how to route the different answers. But currently the big bug that is is fixed, that originally it was giving text instead of inspectors. So that was fixed. So now it’s making smaller tweaks and making sure that it is accurate.

82 00:13:29.530 00:13:51.210 Amber Lin: And I know we all added the Csrs to the Central Doc, and we created Feedback Channel. I think those are also really, really, really big wins, because now that now we’re actually able to make direct changes that impact say, our customers. So we’re actually making things that they can make direct feedback on.

83 00:13:51.780 00:13:55.769 Amber Lin: And lastly, we’re waiting on the transcript Api.

84 00:13:55.970 00:13:56.970 Amber Lin: Still.

85 00:13:57.730 00:14:04.109 YvetteRuiz: Well, I just got a chat from Tim, and he said, let’s see, he said.

86 00:14:08.270 00:14:14.810 YvetteRuiz: you’re meeting with Brain Forage group today. Would you pass on the message. I’m working on the transcript access today.

87 00:14:15.430 00:14:18.759 YvetteRuiz: So hopefully, we’ll have it by today.

88 00:14:19.050 00:14:21.840 Amber Lin: Hey? They? I hope it happens.

89 00:14:21.840 00:14:29.936 YvetteRuiz: Well, Matt’s Matt staying on him so between Matt and I were just kind of passing around, so he knew that I was gonna meet with you guys today. So.

90 00:14:30.190 00:14:32.380 Amber Lin: He he knew that he had to do it.

91 00:14:33.793 00:14:34.500 YvetteRuiz: Know.

92 00:14:34.500 00:14:37.270 Amber Lin: Really busy like I the more

93 00:14:37.740 00:14:43.497 Amber Lin: and the the less like likely that the more likely it will get done is just how things are.

94 00:14:44.753 00:14:58.509 Amber Lin: So I think this is the main thing that we were focusing on this past 2 weeks, and I really want to emphasize the amount of progress. Janice Shannon and I made on this area.

95 00:14:58.850 00:15:05.260 Amber Lin: And I really think that this helps us expand to the other Csrs departments

96 00:15:05.430 00:15:25.580 Amber Lin: a lot easier right? Because before before. We thought that each individual documentation is special to pest because they, because they kind of were, they were. All the procedures was embedded in the specific service information. So if it was something like a

97 00:15:25.580 00:15:41.540 Amber Lin: like a dead animal removal the the processes for scheduling things were under that specific service information. Whereas I think after after these 2 weeks, we’re able to say, Okay, some of the processes

98 00:15:41.730 00:15:58.820 Amber Lin: can apply to all these services. It doesn’t. It doesn’t matter where. Serve what service it is. That’s just the general procedure. And I think we isolated those out and added decision trees, so that enables us to

99 00:15:59.896 00:16:13.029 Amber Lin: simplify what the Csrs need to learn in terms of procedures, and we’ll add the decision. Trees allows us to route to specific information if needed, and.

100 00:16:13.980 00:16:28.560 Amber Lin: Like. In my opinion, this can be like the general scheduling procedures can be applied to mechanical, can be applied to lawn, because I think estimates and hold for initial and production order. They’re they’re the same procedures.

101 00:16:28.780 00:16:31.340 Amber Lin: That’s my opinion. What do you guys think.

102 00:16:33.600 00:16:48.620 YvetteRuiz: To an extent. Yes, I mean, there’s gonna be some, you know, one off, especially when you’re talking mechanical. They’re gonna be different. I mean, lawn pass are pretty the same but mechanical and home can be a little bit different. So

103 00:16:48.885 00:16:51.970 YvetteRuiz: but for the most part yeah, you got yeah,

104 00:16:53.110 00:17:00.019 Amber Lin: And I think especially for stuff I show on this page, like if it’s cancellations, if it’s.

105 00:17:00.020 00:17:11.879 YvetteRuiz: So yeah, cancellations. Yes, with again, little one offs for sure. Billing for sure. Yeah. Billing and cancellations. Those are 2, for sure.

106 00:17:12.749 00:17:19.469 YvetteRuiz: Escalations. I think, for the most part they follow the same, with some exceptions, because.

107 00:17:19.669 00:17:26.159 YvetteRuiz: again, some managers, some departments, want email on top of an email and some other stuff. So yeah, yeah.

108 00:17:27.089 00:17:29.399 Amber Lin: So I think what we’re doing.

109 00:17:29.509 00:17:41.369 Amber Lin: And this effort on the central dock has taken has taken a long time, and all of us has been working towards that. But I think, knowing that

110 00:17:41.599 00:17:47.199 Amber Lin: it will help our efforts in the future, it will will make it feel more productive.

111 00:17:48.099 00:17:48.859 Amber Lin: Yeah.

112 00:17:51.509 00:17:52.909 Amber Lin: And

113 00:17:53.089 00:18:19.709 Amber Lin: I think we set up this. And it has already been really, really helpful, because people are suggesting, okay, maybe having highlights will make it easier to read having links to the website will be helpful to read. And having that direct feedback helps us know. What’s the most important thing? Because because especially when it’s engineering and development.

114 00:18:20.039 00:18:26.779 Amber Lin: the engineers will happily go develop anything but sometimes they’re like their hours are not

115 00:18:27.029 00:18:31.769 Amber Lin: generating the same results as like a simple fix might do

116 00:18:32.299 00:18:34.849 Amber Lin: so. I think this is very, very important, and thank you.

117 00:18:34.850 00:18:35.240 YvetteRuiz: Right.

118 00:18:35.240 00:18:36.359 Amber Lin: Setting that up.

119 00:18:38.340 00:18:48.090 Amber Lin: And this is the inspector sheet is the major. Bugs are fixed, and right now is more of

120 00:18:49.008 00:18:51.700 Amber Lin: is what we have on the

121 00:18:52.060 00:19:07.869 Amber Lin: spreadsheet accurate. So I think Andy can get. I think, after some testing, we’re verified that they can get whatever’s on the spreadsheet. But if it’s not accurate on the spreadsheet, then it won’t show up accurately here.

122 00:19:08.730 00:19:13.860 Amber Lin: Yeah. And I, I had a question for you guys, is that can we

123 00:19:14.640 00:19:38.190 Amber Lin: have people, because right now we have the inspector sheet and we created a master flattened spreadsheet for the inspectors. Would there be a way that we can transition ABC to update the new inspector sheet instead of the old one? Or is there a way to notify us? If there’s any updates that’s made so we can change it accordingly.

124 00:19:39.600 00:20:01.499 YvetteRuiz: Yeah, I mean, we’ll update you once we get it. I mean again, we are unfortunately. We rely on the division managers and the service managers to keep us updated. So and the sales manager you know what I mean the sales managers to do that. So as long as we get the information that sheets always going to be updated.

125 00:20:03.682 00:20:07.219 Amber Lin: I I think what I meant is that

126 00:20:07.570 00:20:12.529 Amber Lin: I know that. So this is the inspector.

127 00:20:13.200 00:20:22.169 Amber Lin: Inspector Sheet. Right? I know that this this is not updated by the Customer Service Department, right? This is updated by the other departments.

128 00:20:22.480 00:20:31.120 YvetteRuiz: It’s updated by myself and Janice. But that’s what I’m saying. Is that Janice? Well, our goal was eventually to clean this whole sheet up right.

129 00:20:31.710 00:20:53.780 YvetteRuiz: Scratch that our goal is to try to get involved, updated correctly. But that’s gonna take some time. So we have to depend on the sheet. I was trying to build a sheet where it’s consistent, because I mean, you saw for yourself each tab is different. So we were trying to keep it the same. But then you came in. You put this flat sheet together, which is, you combined the service by area sheet and the inspector sheet.

130 00:20:53.780 00:20:54.180 Amber Lin: Yeah.

131 00:20:54.180 00:21:11.839 YvetteRuiz: Great but as far as keeping that updated, I depend on the inspector managers to give keep me updated. So like if someone earns a new skill. If we hire a new technician if they change their zip codes, I rely on them telling us that. So

132 00:21:12.760 00:21:13.150 YvetteRuiz: yeah.

133 00:21:13.150 00:21:20.209 Amber Lin: So they would tell you what the information, what the changes are, and you would update the sheet.

134 00:21:20.210 00:21:20.610 JanieceGarcia: Yep.

135 00:21:20.610 00:21:35.190 YvetteRuiz: That is correct. Yes, so like Steven is one of them. He’s a contributor. So he oversees all our sales people in San Antonio. So anytime Steven’s gonna make changes. He communicates that to myself and Janice. So we can update the sheet correctly.

136 00:21:35.190 00:21:40.979 Amber Lin: Yeah. And I think a a good, we can help because if you just.

137 00:21:41.050 00:22:07.680 Amber Lin: we can use this. So you don’t have to create another standardized one. So that was some time, I think what I need to write down is that I will make sure that this is easily nav. You can navigate this easily and that you know exactly how to update it. And then for the 1st few updates, we will do it together. Receive any updates, let’s us let us know. And so that we can also brain force can also walk through what it’s like

138 00:22:07.680 00:22:17.701 Amber Lin: to go through the update process and change anything if it’s if it’s really hard to update, because eventually you guys would update it on your own. So we’ll make sure that it’s easy to do

139 00:22:17.980 00:22:18.360 YvetteRuiz: Okay.

140 00:22:18.360 00:22:21.699 Amber Lin: But I think this would be a lot easier to maintain.

141 00:22:21.890 00:22:50.530 YvetteRuiz: Yeah, absolutely. I mean, quite honestly, I you know Julie, who oversees, you know, a lot of the operations on evolve. She wants to look at this sheet right here, because if we can get this updated correctly, this will help her update, evolve. And maybe once we do that, then maybe we can integrate now that it’s clean, and we know that it’s clean. And we can grab the data from there. But we need this sheet. We need this sheet built first, st with all the information, correct.

142 00:22:50.530 00:22:59.149 Amber Lin: Yeah, that’s that’s great to hear. Cause I my worry was that this was updated by someone else other than the customer service. So I was one so.

143 00:22:59.150 00:23:01.701 YvetteRuiz: It used to be. We pulled it away.

144 00:23:02.020 00:23:10.389 Amber Lin: Because now, like, we can control what’s updated. Because if they update this, it’s not directly linked to this one. So I we wouldn’t know. But.

145 00:23:10.390 00:23:12.919 YvetteRuiz: Yeah. Yeah. Gotcha.

146 00:23:12.920 00:23:13.385 Amber Lin: Exactly.

147 00:23:13.850 00:23:18.029 YvetteRuiz: The only like, I said, the only gap is we rely on the

148 00:23:19.020 00:23:22.100 YvetteRuiz: the service manager managers to give us that information.

149 00:23:22.100 00:23:32.649 Amber Lin: But that will that will stay. That will stay the same. So I think the next step for us is to let me create a ticket for that to walk through.

150 00:23:33.030 00:23:43.019 Amber Lin: walk through what it’s like to update. The master inspector, sheet.

151 00:23:43.700 00:23:55.250 YvetteRuiz: Hey? So amber. You just kind of question. I mean, it would be nice taking us out of the loop and the, you know, a sheet, being able to be fed to that, and it automatically get updated on its own. I mean.

152 00:23:55.680 00:23:58.980 YvetteRuiz: would you know, I mean, would that be possible? I mean.

153 00:23:58.980 00:24:00.890 Amber Lin: I? I really do think so. Because

154 00:24:01.260 00:24:18.409 Amber Lin: what can you tell me what the typical update that they send? You looks like? I can write that down. What is an update look like? So they send you that. There’s something there’s something new. What is the typical thing that they tell you.

155 00:24:19.090 00:24:40.740 YvetteRuiz: So I’ve gotten most everybody to follow the process, but some some don’t but we can really rein them in. And what I created was just a Google form that they go in there and they fill out. It’s an auto fill sheet saying, Okay, what branch? What skill sets? What estimates with zip codes, and then they submit that. And that’s what we go. And we just update all that.

156 00:24:41.157 00:24:55.339 Amber Lin: That’s awesome Google form. If I thought it was someone just emailing you, if they’re already used to Google form, that’s really easy for us to match each fill field that they fill in.

157 00:24:56.420 00:25:10.630 Amber Lin: And put the person’s name under. That really makes it a lot easier. So someone would say, Okay, Zip code, we find zip code, we find more skill set. And then we say, Okay, we’re gonna add Tersa’s name there.

158 00:25:10.990 00:25:13.980 Amber Lin: So I think that will be

159 00:25:14.869 00:25:27.430 Amber Lin: doable. So I’m gonna I’m gonna add another one here to say, auto update.

160 00:25:27.430 00:25:29.479 YvetteRuiz: Because that would really help myself. And Janice.

161 00:25:29.480 00:25:29.860 Amber Lin: Yeah.

162 00:25:29.860 00:25:37.354 YvetteRuiz: Kind of just takes us out of the way, and they fill out the form, and it goes here. And it just updates.

163 00:25:37.680 00:25:38.750 JanieceGarcia: Wait time.

164 00:25:39.640 00:25:40.050 Amber Lin: Hmm.

165 00:25:40.050 00:25:40.780 JanieceGarcia: Automatic yeah.

166 00:25:40.780 00:25:47.279 Steven: Yeah, as long as you always have to keep. Keep kicking back when I walk to your office and tell you update, just tell me.

167 00:25:47.280 00:25:47.890 YvetteRuiz: Exactly.

168 00:25:47.890 00:25:51.520 Steven: Because yeah, y’all don’t need to be in that process, and it takes you out, and if

169 00:25:51.750 00:25:58.110 Steven: it’s messed up there shouldn’t be any reason to blame y’all, or blame anyone else. Let’s say you didn’t put it in so.

170 00:25:58.110 00:26:02.989 Amber Lin: Hmm, yeah, that’s great. So I think there’s some

171 00:26:03.630 00:26:13.951 Amber Lin: we’ll, we’ll look into that. And we’ll also look into. So I think, because there’s some other developments on Andy side that we want to do as well.

172 00:26:15.050 00:26:32.110 Amber Lin: I think this one is a priority. First, st we need to know how to do it manually. And then I will say, this, like auto update is a stress stretch goal that we should do after we’re used to. We know how to update it manually, and that we make sure this is accurate, because some of them

173 00:26:32.461 00:26:45.469 Amber Lin: as you can see here, a lot of them are blank. Most of it is because we don’t have information from that inspector sheet. So the Zip code wasn’t included. And what I want to do is

174 00:26:45.470 00:26:52.109 Amber Lin: to find a way to combine this one

175 00:26:52.820 00:27:06.330 Amber Lin: with the inspector and with the technicians. So that’s my highest priority thing that I want to do. And I have that ticketed. So I think, having

176 00:27:06.460 00:27:13.219 Amber Lin: the 3 sheets, this one, inspectors, skills and sips will be really, really helpful.

177 00:27:13.740 00:27:14.310 YvetteRuiz: Yeah.

178 00:27:15.250 00:27:17.229 Amber Lin: Yeah, let me go back.

179 00:27:17.720 00:27:19.980 Amber Lin: Oh, spreadsheets.

180 00:27:22.870 00:27:27.800 YvetteRuiz: Cause you know what also would be cool. Janice is, and and I’m sure

181 00:27:28.430 00:27:40.579 YvetteRuiz: you know Julian Trisana would be, because we’re already kind of working towards that is like when someone gets hired. How do we all get tagged? Because that’s what Trisana we’re working with, Trisana is and what what I’m talking about. Amber is.

182 00:27:41.400 00:28:10.700 YvetteRuiz: There’s the Julie’s team who has to set up all their profile and evolve to make sure that we got all this set up in evolve for the correct skill sets. So when they get hired, they also have a similar form. So what we’re trying to do is just get one form. So it doesn’t matter. I mean, that form can filter to you guys. And then it could go to Julie and evolve. And this form, or just they. They mirror each other each all the time. So it’s always the same. I mean, it gets updated all the way around.

183 00:28:12.210 00:28:14.549 JanieceGarcia: And I’m thinking, too, Yvette, if

184 00:28:14.910 00:28:18.450 JanieceGarcia: if we can get those 2 sheets put together.

185 00:28:18.710 00:28:23.090 JanieceGarcia: and then once we are 100% taken over on the presetting.

186 00:28:23.630 00:28:28.359 JanieceGarcia: The skill set sheet becomes ownership of us.

187 00:28:29.440 00:28:36.339 JanieceGarcia: And if they’re filling out that same form, it goes to the same exact process. And it’s all being automatically updated in in Andy.

188 00:28:36.490 00:28:55.510 YvetteRuiz: Yeah, that’s an excellent point, because it’s just you have one again, going back to just one location, trusting it versus having all these people own all this sheets so we can filter those things to be automated automatically updated it. Just it. It saves so much time. And then the guys like Steven.

189 00:28:55.510 00:28:55.860 JanieceGarcia: Came.

190 00:28:55.860 00:29:00.783 YvetteRuiz: Beau and all of them can. Just I just sit in here and it goes where it needs to go.

191 00:29:01.370 00:29:01.880 Amber Lin: Hmm.

192 00:29:01.920 00:29:08.019 JanieceGarcia: Cause. I’m also thinking, too, because they put start times on there. I mean, yes, we put the blocks. We put all of that, but

193 00:29:08.510 00:29:24.390 JanieceGarcia: that I mean, that would be a game changer. It would be updating that it’d be going ahead and making sure. Once everything’s integrated. Then we’re also getting notice and evolve that they’re not gonna be able to start doing any type of services until this date. You know, it’s

194 00:29:24.730 00:29:27.289 JanieceGarcia: it’d be a game changer. It really would.

195 00:29:28.680 00:29:29.300 YvetteRuiz: Yeah.

196 00:29:43.240 00:29:44.120 Amber Lin: Okay,

197 00:29:45.800 00:29:47.230 Amber Lin: So

198 00:29:48.220 00:29:59.613 Amber Lin: what I have here for next step for the next sprint. Not accurate. So I was thinking that we one we need to finish the Central Doc.

199 00:30:01.210 00:30:07.550 Amber Lin: Would we be able to arrive at a okay say for at least for billing for the next.

200 00:30:07.700 00:30:09.439 Amber Lin: In the next 2 weeks.

201 00:30:11.680 00:30:25.840 YvetteRuiz: So all Trisana, our billing managers on vacation this week. So I know that she has a lot of projects, I mean, but I honestly feel like they already have sops on a lot of this stuff. So I mean, it’s not all. It is a matter of just getting all that

202 00:30:26.380 00:30:30.019 YvetteRuiz: tied to all this information. So then, that way we have the.

203 00:30:30.500 00:30:31.739 Amber Lin: Yeah, okay.

204 00:30:32.050 00:30:40.109 YvetteRuiz: Yeah, so I’m I’m hoping but she is like I said, on vacation this week. I’m sure she’ll be playing catch up when she comes back and we’ll get it.

205 00:30:40.110 00:30:42.149 Amber Lin: Would it help if

206 00:30:42.420 00:30:55.550 Amber Lin: I I joined your call with her? Okay, so if that helps, and then then I can ask in the meeting to say, Hey, can you send all the sops

207 00:30:55.740 00:31:12.280 Amber Lin: over? And I can record like I’ll have the transcript of her talking about. Oh, this is for the Csrs. This is for billing. This is for the Csrs, and for all of that that can be translated into the Sops into the central Doc.

208 00:31:13.250 00:31:14.490 YvetteRuiz: Yep, for sure.

209 00:31:14.490 00:31:19.150 Amber Lin: Okay? And in terms of

210 00:31:19.580 00:31:22.089 Amber Lin: to quickly show you the central doc. We have.

211 00:31:22.710 00:31:29.730 Amber Lin: I think, 4 main sections of this front. 1st one is about scheduling processes. Then we have

212 00:31:30.240 00:31:43.789 Amber Lin: some like the call center admin processes like cancellation escalation call list route check. Then we have billing, which is a big part. And then, lastly, just general treatment protocols.

213 00:31:44.150 00:31:46.260 Amber Lin: So most of them are

214 00:31:46.610 00:31:53.309 Amber Lin: pretty organized and pretty much in place. I think. It’s a lot easier for us to update now, because it’s very

215 00:31:55.060 00:32:06.629 Amber Lin: sectioned. So I think next sprint it’s really about making sure all feedback is

216 00:32:07.319 00:32:20.960 Amber Lin: is complete and changed because it will be a lot easier to update now, because, especially I was, I was going through this sheet earlier, the feedback sheet earlier today. And I was also

217 00:32:21.940 00:32:47.070 Amber Lin: doing the changes that I I can, and testing them, because right now we added A, I don’t know if I don’t know if I showed you, we added 2 workflows, so the 1st one you can directly get Andy’s answers in this feedback sheet, and then the second one. We did rag on the central document, so that it will return, say

218 00:32:47.590 00:33:00.130 Amber Lin: where it has been mentioned in the Central Doc and the confidence level that this relates to the question. So this has helped me also do updates to the Central doc, as I can say. Okay.

219 00:33:00.290 00:33:22.110 Amber Lin: we said, we did an update, what is Andy’s current response. We said, if we did an update, is it actually in the central doc? So having those 2 makes us make this a lot faster. And we have 2 working sessions each week. And I think right now we can go concentrate on the feedback

220 00:33:22.582 00:33:28.890 Amber Lin: and I want to complete. I want to complete that and let the Cs.

221 00:33:28.890 00:33:30.710 YvetteRuiz: Open items do we have.

222 00:33:31.330 00:33:31.730 YvetteRuiz: Or is it.

223 00:33:31.880 00:33:38.370 Amber Lin: So here, let me select them.

224 00:33:38.900 00:33:44.469 Amber Lin: So let’s say, once it’s not in testing.

225 00:33:45.250 00:33:55.898 Amber Lin: So here, let me see. So we have about. Oh, we have about 51 open items.

226 00:33:56.830 00:33:59.190 Amber Lin: that’s not. That’s not too much.

227 00:34:00.050 00:34:01.390 Amber Lin: And.

228 00:34:01.640 00:34:15.020 Amber Lin: like some of them, can be closed. Some of them we need to test, and we can close them because some of them are old, and we probably did an update. So we should probably clean up this, go through groom through all of it.

229 00:34:15.520 00:34:20.010 Amber Lin: and make sure that people people can use them.

230 00:34:20.960 00:34:35.559 JanieceGarcia: And there was a lot on the inspector side that we’re still coming through, even though we were letting them know that Andy wasn’t updated with the inspectors, yet they were still asking those questions, and so there is quite a bit. So we’re good to go through those now.

231 00:34:35.560 00:34:42.511 Amber Lin: Of different testing. So so now it will be. It’s really good questions. So they have added,

232 00:34:43.340 00:34:52.740 Amber Lin: I guess my last question for everyone to discuss. I know we’re a little bit over time. I just want to know what you guys think would be the most helpful for usage

233 00:34:52.860 00:34:57.629 Amber Lin: like, I know the inspector. She helps them use it more.

234 00:34:58.320 00:35:04.069 Amber Lin: Mechanical adding, mechanical is just more people using Andy, but doesn’t really help like

235 00:35:04.420 00:35:10.030 Amber Lin: person’s usage. What will help them use it more.

236 00:35:12.880 00:35:15.608 YvetteRuiz: Honestly, I just I’m gonna go back to

237 00:35:16.220 00:35:20.469 YvetteRuiz: I don’t. I mean, you guys saw some of their responses like, Oh, well, it’s.

238 00:35:20.470 00:35:21.530 JanieceGarcia: They’re used to.

239 00:35:21.530 00:35:24.009 YvetteRuiz: Yeah, they’re not what they’re used to. They’re gonna

240 00:35:24.700 00:35:45.460 YvetteRuiz: yeah. You know what I mean, like, well, you kinda yes, it’s great. You’re giving her feedback. But it’s kind of like we’re gonna have to put a spin into like guys. You gotta trust the system like start using it. Start utilizing it. I don’t think that we’ve actually taken the time to, and and maybe, Janice, it’s pair them you and you and and and I don’t know. Maybe I’ll pull them in those.

241 00:35:45.460 00:36:06.020 YvetteRuiz: You know. We talked about having those one on one sessions. We can still do those sessions with them. We just need to block them out like, go in there and pull 2 or 3, 2 or 3 Csrs and say, Okay, hey, we’re gonna set some goals up. You know what I mean. We want you to start using this, but really invest the time to sit with them. So then, that way, they understand, because all right now we’re doing is just pushing them out. Data.

242 00:36:06.400 00:36:07.000 Amber Lin: Yeah.

243 00:36:07.240 00:36:07.719 JanieceGarcia: That’s true!

244 00:36:07.720 00:36:14.309 Steven: I think, using some good examples of like some interesting like, live like, Okay, here’s, you know, very common

245 00:36:14.760 00:36:31.360 Steven: problems you run into. Let’s, hey? Have you thought about asking Andy? That let’s ask. And then just that one on one. All right, let’s add, and then, because that always blows people away when it’s live like, oh, yeah, that’s kind of cool, like, even a video example. It’s like, that’s just a video. But doing it like right there with them. I feel like it’s really good.

246 00:36:31.780 00:36:50.209 Amber Lin: Yeah, that’s true. And see here, joy told me she asked about the customer portal, and Annie did give her all the information she needed cause. I remember, like Janice, you’ve had, you guys added it to the central dog, and it turned up in this example. So I was very happy to hear that.

247 00:36:50.610 00:37:16.340 YvetteRuiz: Yeah, but I do feel like it does have to be more one on one, you know time with them, because I feel like once. Once you spend that with them it’s very different. It it really is. I mean again, I’m just gonna take you back when to when Udem was here right? I mean, even when you were here, like just the openness that they came to the table with is like, Oh, what about this? What about that, but that’s us taking the time to meet with them and talk to them and go to that.

248 00:37:16.600 00:37:39.749 Amber Lin: Can we? So that I know currently, we have 2 working sessions. One Monday, and one Wednesday, we currently we use the 1st one Monday to look at the central dock the second one the Wednesday when we looked at feedback. Is it possible to add, say, one or 2 Csrs to the Monday session or the Wednesday session.

249 00:37:40.100 00:38:02.590 JanieceGarcia: That’d be. That’d be a really smart idea. Yeah. And I would say to the Wednesday session, just because Monday is good for us to, I mean, and even with where we’re at on the central dock, I don’t see why. Now we could look at the feedback, do some updates on Mondays, and then that Wednesday bring in and talk about that person’s feedback that they’ve had from from the updates that we did.

250 00:38:02.590 00:38:06.435 Amber Lin: Yeah, cause E, also, each of them has ideas like,

251 00:38:06.820 00:38:07.320 JanieceGarcia: Right.

252 00:38:07.320 00:38:08.549 Amber Lin: The lawyer said, Okay.

253 00:38:08.550 00:38:08.970 YvetteRuiz: Right like.

254 00:38:08.970 00:38:20.159 Amber Lin: Yeah, highlights are helpful. So that’s great. Maybe the session we have with Eloy is, we go in and we highlight a certain document to make the formatting better. And then

255 00:38:20.946 00:38:25.989 Amber Lin: Joy said, It’s it’s nice to add. Add, oh, sorry to add links, and then we can

256 00:38:26.420 00:38:38.460 Amber Lin: add links to everything that says Inspector Sheet, and that will make it better. So we’ll just have like 2 Csrs per week, and we we Update all the requests they have in that working session.

257 00:38:40.310 00:38:41.459 JanieceGarcia: Yeah, for sure.

258 00:38:42.418 00:38:48.510 Amber Lin: Who? Who can help coordinate their schedules? And who will we start.

259 00:38:48.510 00:39:09.220 YvetteRuiz: All we gotta do is like I mentioned before. All we gotta do is it doesn’t matter who the 2 are, I mean who it is. All I gotta do is go back to the data team to Brian and say, Hey, on this day, this day I need XXI mean? I can. I can just go ahead and tell him, hey, Brian, take the entire everyone who’s already using Andy, and let’s start booking him every what day, did you guys say.

260 00:39:09.480 00:39:13.739 JanieceGarcia: Every Wednesday from 1 45 to 2, 45.

261 00:39:13.740 00:39:19.360 Amber Lin: I can move that I can move that time like I’m I can move it. Say.

262 00:39:19.780 00:39:20.890 Amber Lin: do you want? If.

263 00:39:21.120 00:39:23.980 YvetteRuiz: Let me let me ask him ask questions.

264 00:39:23.980 00:39:37.729 YvetteRuiz: What’s our busiest time like? What is the best? What’s the ideal time for us to pull a Csr off the phone. I think 1 45 and 2 45 are are okay on Wednesdays. But I’ll just double check, and then I’ll just tell them, start blocking them.

265 00:39:38.570 00:39:38.890 JanieceGarcia: Yep.

266 00:39:42.410 00:39:51.085 Amber Lin: And I mean, I kind of already know who I want. For the 1st 2. I wanna give me the biggest feedback

267 00:39:51.733 00:39:57.056 YvetteRuiz: We’ll put Noah in there because he’s just went out there. Just no, no, it didn’t give no feedback other than

268 00:39:57.510 00:39:59.095 YvetteRuiz: I don’t think I like it.

269 00:39:59.360 00:40:00.376 JanieceGarcia: Yeah, that’s all you said.

270 00:40:01.700 00:40:03.310 Steven: Does that not surprise me?

271 00:40:03.360 00:40:06.350 YvetteRuiz: Me, either. When I saw it, I was just like, Yeah.

272 00:40:08.183 00:40:10.199 Amber Lin: I think I would.

273 00:40:10.800 00:40:12.019 YvetteRuiz: Always a good one.

274 00:40:12.020 00:40:28.929 Amber Lin: Yeah, Joy and Eloy, probably for next week. And if we want to add Noah in there to show them how other people like this, and Joy will tell. We’ll talk about how they’re using it. So if we want to squish Noah in there that works too.

275 00:40:29.660 00:40:38.739 YvetteRuiz: I think you put him in there with an E. Lawyer and and or a joy someone who’s really engaged, I mean, I think that’ll kind of help them.

276 00:40:39.170 00:40:40.020 Amber Lin: Okay.

277 00:40:40.630 00:40:43.473 YvetteRuiz: When they’re paired up with a strong.

278 00:40:44.010 00:40:48.999 JanieceGarcia: Could you do them 3? And you know what’s funny is Eloy and Joy. Both are talkers.

279 00:40:49.150 00:40:53.300 YvetteRuiz: I was. Gonna say, I’m just gonna have a blast. Those are good. Those are good.

280 00:40:53.300 00:40:53.680 JanieceGarcia: Yeah.

281 00:40:53.680 00:40:56.630 YvetteRuiz: Give good feedback, but they’re they’re so good.

282 00:40:57.000 00:41:05.800 Amber Lin: Yeah, I mean, that also shows you like through this process, you know who’s who’s good on a team and what type of people you want to look for.

283 00:41:05.960 00:41:16.020 Amber Lin: because recently, I’m hiring, too, like Green Forge is hiring, too. So it’s like, I’m doing a lot of interviews like, Oh, there’s certain people that’s just just more proactive.

284 00:41:17.320 00:41:25.892 YvetteRuiz: You are spot on on that amber we just talked about that. I mean, we have P. Those players in here that those that’s those are the people we want to hire.

285 00:41:26.160 00:41:26.970 Amber Lin: Yeah.

286 00:41:28.040 00:41:34.930 Amber Lin: Awesome so I would say it’s Eloy and Joy, and maybe Noah

287 00:41:35.460 00:41:36.769 YvetteRuiz: I’m gonna put no in there.

288 00:41:36.770 00:41:40.020 Amber Lin: And then thrilled. He’ll be so happy.

289 00:41:40.020 00:41:43.860 Amber Lin: We’ll aim for Wednesday.

290 00:41:43.860 00:41:44.500 YvetteRuiz: Okay.

291 00:41:44.940 00:41:45.380 Amber Lin: Okay.

292 00:41:45.380 00:41:50.870 YvetteRuiz: And then from there we’ll just go through rotations. And after after those 3, we’ll just mix everybody up

293 00:41:51.160 00:41:53.160 Amber Lin: Yeah, it would. It wouldn’t take

294 00:41:53.470 00:41:58.620 Amber Lin: like it would take 2 months to go through everybody if we do 3 at a time, 3 at a time.

295 00:41:58.840 00:42:10.730 YvetteRuiz: And we could. I mean, as we as we see that it’s not like, maybe we can pull some overflow people to be because it won’t impact us. The Pest division. We can pull them in there as well, so we’ll mix it up.

296 00:42:10.730 00:42:26.210 Amber Lin: Yeah, okay, yeah, we’ll we’ll decide like a like a list of people. Some people can come back frequently. We can maybe have more sessions. Add them to Monday sessions if we can go through the feedback quickly, so we’ll decide. But I think this is a really good start.

297 00:42:26.520 00:42:37.554 YvetteRuiz: We could also, you know, put it out there like if you want more one on one time, sign up here, and then we’ll add another. We’ll add another session with you. Amber.

298 00:42:38.160 00:42:46.870 Amber Lin: Yeah, yeah, I’m down to do it. This is a, this is this keeps me up at night every day. I’m, like, who why? Why is they not using it?

299 00:42:47.370 00:43:04.679 Amber Lin: Why does the documentation look like this? Because every like I’ve also gotten into the trap of the more that I update the more crowded it starts to look because there’s just so much information. I was like, Oh, I got to note that down. And then I note 10 things down.

300 00:43:06.170 00:43:11.060 Amber Lin: It just looks so crowded again. So, okay.

301 00:43:11.060 00:43:24.238 YvetteRuiz: I do also have to set up a meeting with you and the mechanical girls. I could already tell you they’re already they’re already working on their stuff. They came in today saying, Here’s my list. When are we gonna meet.

302 00:43:24.964 00:43:33.389 Amber Lin: Let me message me. Let me know when they’re available. I’ll I’ll get that booked. Yeah. Exciting.

303 00:43:33.710 00:43:36.820 JanieceGarcia: They’re they’re awesome. You’re gonna love working with them, too.

304 00:43:37.070 00:43:38.270 YvetteRuiz: You really are.

305 00:43:39.620 00:43:42.579 YvetteRuiz: Yep. And Tim should have your transcripts today.

306 00:43:42.710 00:43:44.959 YvetteRuiz: Oh, yay, good. Yeah, good.

307 00:43:45.340 00:43:45.930 YvetteRuiz: Good.

308 00:43:46.230 00:43:49.539 YvetteRuiz: We’ll put the good positive vibes out there, you’ll get that.

309 00:43:51.240 00:43:52.229 YvetteRuiz: Okay.

310 00:43:52.350 00:43:53.500 YvetteRuiz: Alrighty guys.

311 00:43:53.500 00:43:53.990 Amber Lin: Alrighty!

312 00:43:53.990 00:43:56.740 YvetteRuiz: Thank you so much. Amber thanks, Janice, thanks.

313 00:43:56.740 00:43:57.200 Steven: Thank you.

314 00:43:57.200 00:43:59.130 Amber Lin: Bye, bye.