Meeting Title: Brainforge Andy Feedback Session Date: 2025-07-23 Meeting participants: ShannonMartinez, read.ai meeting notes, MelissaLykins, TiffanyTorres, Amber Lin, JanieceGarcia, RaeannOliver
WEBVTT
1 00:01:52.240 ⇒ 00:01:53.190 ShannonMartinez: Hi! Amy!
2 00:02:01.100 ⇒ 00:02:02.670 Amber Lin: He’s gonna get a lunch, break.
3 00:02:15.050 ⇒ 00:02:15.810 TiffanyTorres: Thank you.
4 00:02:16.800 ⇒ 00:02:17.770 Amber Lin: Everyone.
5 00:02:18.840 ⇒ 00:02:19.590 ShannonMartinez: Hello!
6 00:02:25.720 ⇒ 00:02:27.629 Amber Lin: Are we still waiting for anybody.
7 00:02:28.400 ⇒ 00:02:33.170 JanieceGarcia: Looks like we’re waiting for miss Tara and Rayanne.
8 00:02:33.560 ⇒ 00:02:34.630 Amber Lin: Hmm, okay.
9 00:02:37.730 ⇒ 00:02:51.049 JanieceGarcia: Before they come in amber. Can I ask you the zip codes? You know how we had noticed on Monday that the Zip code. The master Zip code sheet didn’t have certain things on it already.
10 00:02:51.610 ⇒ 00:02:57.290 JanieceGarcia: It was like it didn’t transfer over. Did you find out what happened? Or was that fixed.
11 00:02:59.130 ⇒ 00:03:00.600 Amber Lin: Stacy’s out.
12 00:03:00.850 ⇒ 00:03:03.310 Amber Lin: So he was the one who put it together.
13 00:03:03.620 ⇒ 00:03:15.250 Amber Lin: I think he has an emergency, so I need to check on that. Let me know which ones you figure that was in there, and I can manually add it. Add it when I get time. Later.
14 00:03:15.790 ⇒ 00:03:23.459 JanieceGarcia: Okay, cause I do have another update that needs to happen. But it was like the entire Austin column for pest maintenance. And then all of
15 00:03:23.460 ⇒ 00:03:24.570 JanieceGarcia: the tree stuff.
16 00:03:25.380 ⇒ 00:03:27.180 Amber Lin: I see. Okay, let me.
17 00:03:27.180 ⇒ 00:03:28.640 JanieceGarcia: That’s what we were looking at.
18 00:03:29.750 ⇒ 00:03:32.089 Amber Lin: Okay, let me note that down.
19 00:03:32.860 ⇒ 00:03:33.980 Amber Lin: Oh.
20 00:03:40.820 ⇒ 00:03:43.480 Amber Lin: alright noted.
21 00:03:44.700 ⇒ 00:03:46.360 Amber Lin: Think we have everybody.
22 00:03:50.750 ⇒ 00:03:51.510 Amber Lin: Okay?
23 00:03:51.980 ⇒ 00:04:11.460 Amber Lin: Hi, everyone. So my name is Amber. I work for Brainforge on the project manager. And that helped develop Andy. And today’s session mostly just want to hear your feedback on how you feel about Andy, how you feel about the new Central Doc. And then, whatever recommendations you give, we’ll try to
24 00:04:11.768 ⇒ 00:04:22.880 Amber Lin: just change it right here in the meeting. And so last week we were able to meet with Joy Eloy and Noah. And then we implemented a few changes that they suggested, which is really great.
25 00:04:32.470 ⇒ 00:04:34.870 ShannonMartinez: What did y’all take on, Andy? So far.
26 00:04:36.710 ⇒ 00:04:38.229 MelissaLykins: I just got access.
27 00:04:38.450 ⇒ 00:04:39.480 ShannonMartinez: Yes, I remember.
28 00:04:39.480 ⇒ 00:04:40.190 MelissaLykins: Morning.
29 00:04:42.570 ⇒ 00:05:07.146 MelissaLykins: but I have already used it, and I have already submitted feedback, and the feedback that I got was good. The answer was very comprehensive. Very easy to follow. Came back very quickly, which obviously, when you’re on the phone is a huge thing, right? So that I was very happy to see that
30 00:05:08.170 ⇒ 00:05:11.070 ShannonMartinez: So, yeah, my 1st experience was fantastic.
31 00:05:13.260 ⇒ 00:05:14.079 Amber Lin: Hey? Awesome!
32 00:05:14.150 ⇒ 00:05:24.243 TiffanyTorres: Yes, I I don’t take. I do overflow for pest, so I don’t get a lot of calls, but I have used it before, and and the feedback was
33 00:05:24.740 ⇒ 00:05:26.487 TiffanyTorres: It was helpful.
34 00:05:27.549 ⇒ 00:05:41.290 TiffanyTorres: the Central Doc. I haven’t really used too much, but I think one thing I did find. That, I guess I can bring to your attention. I think it might have been a typo or something. But let me see.
35 00:05:42.940 ⇒ 00:05:58.040 TiffanyTorres: under the decontamination section. It says, this service or this does not include installation cleaning. I think that’s supposed to be installation.
36 00:05:58.150 ⇒ 00:06:06.498 TiffanyTorres: Okay, that was the only thing cause I was looking up different things, just trying to think of things that I would maybe like. Ask
37 00:06:07.050 ⇒ 00:06:09.749 TiffanyTorres: Andy if I was scheduling because
38 00:06:10.960 ⇒ 00:06:13.829 TiffanyTorres: and that was the only thing that I found.
39 00:06:16.220 ⇒ 00:06:16.960 Amber Lin: Hmm!
40 00:06:17.730 ⇒ 00:06:19.930 Amber Lin: Let me share my screen. I found what you were talking about.
41 00:06:21.292 ⇒ 00:06:22.470 Amber Lin: It says. Here.
42 00:06:22.470 ⇒ 00:06:23.520 TiffanyTorres: Yes, ma’am.
43 00:06:23.520 ⇒ 00:06:24.440 Amber Lin: Escalation.
44 00:06:24.440 ⇒ 00:06:24.960 TiffanyTorres: What?
45 00:06:24.960 ⇒ 00:06:26.549 Amber Lin: What should it actually be.
46 00:06:26.550 ⇒ 00:06:28.289 TiffanyTorres: It’s not in in.
47 00:06:28.290 ⇒ 00:06:29.760 ShannonMartinez: Installation, like scalation.
48 00:06:29.760 ⇒ 00:06:30.450 Amber Lin: Installation.
49 00:06:31.750 ⇒ 00:06:33.270 TiffanyTorres: Yes, ma’am, I want to be.
50 00:06:33.270 ⇒ 00:06:35.470 TiffanyTorres: See! I spelled it correctly. Oh, I guess I did.
51 00:06:38.540 ⇒ 00:06:40.899 TiffanyTorres: And there might have been another area where it was.
52 00:06:41.340 ⇒ 00:07:10.089 TiffanyTorres: Just the same phrases in the document. I just happen to be looking at that. One thing that I used a lot in the drive was like the notes templates.
53 00:07:10.090 ⇒ 00:07:15.950 TiffanyTorres: Okay, where is that on the central dock? Is that.
54 00:07:15.950 ⇒ 00:07:18.830 JanieceGarcia: So the central Jock is broken down.
55 00:07:20.160 ⇒ 00:07:25.920 JanieceGarcia: processes which will have your templates for certain things broken out. So it’s not.
56 00:07:25.920 ⇒ 00:07:28.040 TiffanyTorres: Oh, good in one space.
57 00:07:28.040 ⇒ 00:07:46.159 JanieceGarcia: In one space. That’s why, you know. Yes, the Central doc is really good. And we want you guys to use that if you need to see the entire, you know. If Andy’s giving you a portion you’re like, well, I don’t really understand this part. You want to see it as a whole. Then that’s what the Central Doc for. But.
58 00:07:46.160 ⇒ 00:07:46.640 TiffanyTorres: Okay.
59 00:07:46.640 ⇒ 00:07:51.965 JanieceGarcia: You’re asking, Andy, can you please give me a template for
60 00:07:52.630 ⇒ 00:07:58.180 JanieceGarcia: for a follow up to billing for an adjustment? Then it’s gonna give you. You know, that template.
61 00:08:00.580 ⇒ 00:08:01.230 JanieceGarcia: and that’s why.
62 00:08:01.230 ⇒ 00:08:02.289 Amber Lin: Try it? Yeah. Well.
63 00:08:02.290 ⇒ 00:08:05.590 JanieceGarcia: We want you to ask, Andy, and not just.
64 00:08:06.049 ⇒ 00:08:06.510 TiffanyTorres: Or.
65 00:08:06.510 ⇒ 00:08:08.189 JanieceGarcia: Go to the central dock all the time.
66 00:08:08.190 ⇒ 00:08:09.510 TiffanyTorres: Okay.
67 00:08:09.510 ⇒ 00:08:16.040 Amber Lin: If you want to see my screen, we can test that. What kind of templates would you most ask for?
68 00:08:16.180 ⇒ 00:08:17.040 TiffanyTorres: Work, Home.
69 00:08:17.307 ⇒ 00:08:20.249 Amber Lin: Like what is the most common template you would ask for.
70 00:08:20.943 ⇒ 00:08:35.850 TiffanyTorres: Usually it’s for like an initial service. Let’s just say they have a 1 time termite service. That’s something that I don’t schedule often, so I would go to my notes and be like, what is the template for a 1 time.
71 00:08:35.850 ⇒ 00:08:36.480 Amber Lin: Oh.
72 00:08:43.020 ⇒ 00:08:48.090 Amber Lin: I don’t know if we have it for that exact, exact wording.
73 00:08:48.090 ⇒ 00:08:48.999 TiffanyTorres: 0 8, 2, 6.
74 00:08:51.650 ⇒ 00:08:52.929 Amber Lin: What is it?
75 00:08:53.740 ⇒ 00:08:57.490 Amber Lin: Is this somewhere here? Would that be something like this?
76 00:08:58.033 ⇒ 00:08:58.839 TiffanyTorres: 6, okay.
77 00:08:58.840 ⇒ 00:09:02.016 JanieceGarcia: It’s gonna be amber. Remember how we have the.
78 00:09:02.370 ⇒ 00:09:03.130 TiffanyTorres: State.
79 00:09:03.130 ⇒ 00:09:06.149 JanieceGarcia: Who are confirming it with the who, what, when, and where?
80 00:09:07.940 ⇒ 00:09:08.500 JanieceGarcia: Before.
81 00:09:08.500 ⇒ 00:09:09.750 TiffanyTorres: And then.
82 00:09:09.750 ⇒ 00:09:10.700 JanieceGarcia: The cheat notes.
83 00:09:15.070 ⇒ 00:09:26.113 ShannonMartinez: Could also put how to schedule a 1 time, and it it we usually recognize it as one x, and so that might also be where there might be a discrepancy.
84 00:09:26.470 ⇒ 00:09:26.810 TiffanyTorres: Thank you.
85 00:09:26.810 ⇒ 00:09:31.839 TiffanyTorres: We could ask Andy how to schedule a 1 time. Termite termite service.
86 00:09:31.840 ⇒ 00:09:32.320 TiffanyTorres: Thank you for this.
87 00:09:32.655 ⇒ 00:09:32.990 Amber Lin: Okay.
88 00:09:33.447 ⇒ 00:09:57.239 TiffanyTorres: Well, I just I just put it in and it it didn’t give me the actual template. But it did give me the information. So that that is helpful. I don’t know how to share my screen here, because I’m used to Google. But it did give me the information that.
89 00:09:57.240 ⇒ 00:09:59.650 JanieceGarcia: I see right there the example full date.
90 00:09:59.650 ⇒ 00:10:00.450 TiffanyTorres: Yeah.
91 00:10:01.250 ⇒ 00:10:02.440 Amber Lin: Oh, okay.
92 00:10:02.440 ⇒ 00:10:03.689 TiffanyTorres: Which is expired.
93 00:10:03.690 ⇒ 00:10:06.350 Amber Lin: Is, I mean, that’s is that enough?
94 00:10:06.590 ⇒ 00:10:20.859 TiffanyTorres: I would say, so. Yeah, it’s just getting used to the the little changes like I said, I’m used to just going to where I have my notes.
95 00:10:20.860 ⇒ 00:10:23.210 Amber Lin: Yeah. And if it if it helps you, we can put.
96 00:10:24.250 ⇒ 00:10:29.840 Amber Lin: we can have both the notes. We can put it under each section and then have a
97 00:10:30.120 ⇒ 00:10:35.840 Amber Lin: central location for all the note templates. If that’s helpful, we can put that together as well.
98 00:10:36.100 ⇒ 00:10:43.130 TiffanyTorres: Okay, yeah. Cause that’s why I’m used to seeing it like they’re all listening this for a 1 time. This is for rodent. This is for pests.
99 00:10:43.370 ⇒ 00:10:44.870 Amber Lin: Okay, well.
100 00:10:44.870 ⇒ 00:10:51.180 TiffanyTorres: But the what I chatted Andy, is just what’s the notes? Template for a 1 time term.
101 00:10:51.180 ⇒ 00:10:51.500 Amber Lin: Excellent.
102 00:10:51.500 ⇒ 00:11:04.834 TiffanyTorres: And it gave me what I would need. The service date confirmed by, you know, and what the everything that’s included.
103 00:11:06.950 ⇒ 00:11:12.240 TiffanyTorres: So it has been useful like the the
104 00:11:12.720 ⇒ 00:11:15.449 TiffanyTorres: what do I say when the questions I’ve asked? One thing it.
105 00:11:15.930 ⇒ 00:11:30.690 TiffanyTorres: Didn’t give me the information, for was I asked who like I was wanting to know who the service manager was for a certain thing, and I I still it didn’t give me that. I had to reference the
106 00:11:30.840 ⇒ 00:11:32.833 TiffanyTorres: the Doc.
107 00:11:33.830 ⇒ 00:11:38.500 Amber Lin: The service managers is that in the Press Directory.
108 00:11:39.110 ⇒ 00:11:39.760 TiffanyTorres: Yes.
109 00:11:40.423 ⇒ 00:11:41.350 Amber Lin: I see
110 00:11:41.530 ⇒ 00:11:48.640 Amber Lin: his directory is not in there yet. The 1st thing I’m asking the team to add is to add this sheet.
111 00:11:48.900 ⇒ 00:11:52.870 Amber Lin: After we add this sheet we’ll add the Pest Directory.
112 00:11:53.725 ⇒ 00:12:02.620 Amber Lin: Would you say that the pest, the Pest Directory is more important than this? I can ask them to adjust which one they do first.st
113 00:12:02.840 ⇒ 00:12:05.176 JanieceGarcia: I think they’re both pretty important, but.
114 00:12:05.510 ⇒ 00:12:07.978 Amber Lin: Okay, I’ll write that down. So
115 00:12:08.390 ⇒ 00:12:09.540 JanieceGarcia: But we also.
116 00:12:10.820 ⇒ 00:12:13.109 RaeannOliver: Use the Pest Directory quite a bit.
117 00:12:13.110 ⇒ 00:12:13.790 Amber Lin: Hmm.
118 00:12:16.320 ⇒ 00:12:27.149 JanieceGarcia: And they’re also able to use paylocity. Remember, that’s how what Shannon and I were talking about with when it comes to the Pest directory, the phone numbers and all of that. It may not be a hundred percent updated. But paylocity is updated
119 00:12:27.720 ⇒ 00:12:28.840 JanieceGarcia: in real time.
120 00:12:29.330 ⇒ 00:12:33.099 TiffanyTorres: I would usually use it just mostly for scheduling Qcs.
121 00:12:39.830 ⇒ 00:12:41.320 TiffanyTorres: The right schedule.
122 00:12:43.220 ⇒ 00:12:49.139 Amber Lin: We would check paylocity and then check.
123 00:12:53.260 ⇒ 00:12:59.799 Amber Lin: Is there a link for paylocity that we can paste here? So maybe Annie can just give the link. So it’s easier
124 00:13:00.780 ⇒ 00:13:02.730 Amber Lin: for you guys to hop over.
125 00:13:07.000 ⇒ 00:13:08.669 ShannonMartinez: I can chat that to you. Amber.
126 00:13:08.670 ⇒ 00:13:09.660 Amber Lin: Hmm, okay.
127 00:13:11.980 ⇒ 00:13:14.660 ShannonMartinez: And more specifically so. It may.
128 00:13:15.450 ⇒ 00:13:18.150 ShannonMartinez: as far as people are concerned.
129 00:13:18.840 ⇒ 00:13:28.490 ShannonMartinez: I think there is a specific link that will take you to it. Of course you would need login credentials for that. I’ll put it in in our update.
130 00:13:29.380 ⇒ 00:13:38.519 Amber Lin: Yeah, okay, I think. And all everyone who clicks on it will be able to log in. So it should be fine.
131 00:13:39.650 ⇒ 00:13:40.370 ShannonMartinez: Correct.
132 00:13:43.097 ⇒ 00:13:46.760 Amber Lin: Are you sending it over to our cool chat?
133 00:13:46.920 ⇒ 00:13:49.220 ShannonMartinez: I put it in our Andy update team chat.
134 00:13:49.220 ⇒ 00:13:52.520 Amber Lin: Oh, okay, you go grab that.
135 00:13:56.380 ⇒ 00:14:03.990 ShannonMartinez: That’s the people that’s the landing page for the people section of like searching for employees.
136 00:14:05.910 ⇒ 00:14:11.630 Amber Lin: And what do I, people? I don’t think we have a process for Qc. Visit
137 00:14:11.740 ⇒ 00:14:15.739 Amber Lin: yet, but I guess we check
138 00:14:16.100 ⇒ 00:14:20.699 Amber Lin: for who are available, and then we book it. I think that’s it.
139 00:14:21.590 ⇒ 00:14:23.010 Amber Lin: That’s what I know.
140 00:14:27.950 ⇒ 00:14:38.769 ShannonMartinez: We don’t have the step by step process for that. I mean, it does line out what to do, but not how to do it. So that’s a i think we need to go ahead and put that on a tentative.
141 00:14:39.120 ⇒ 00:14:39.770 Amber Lin: Okay, cool.
142 00:14:44.400 ⇒ 00:14:46.610 Amber Lin: Let’s hope Annie has updated.
143 00:14:46.610 ⇒ 00:14:54.889 ShannonMartinez: There may be something in there, because I know that we had referenced something about it, Janice, just verifying that they should always be 2 h. Yep, there it is. Qc.
144 00:14:55.170 ⇒ 00:14:59.119 ShannonMartinez: Duration special. Yep, but it doesn’t have a
145 00:14:59.900 ⇒ 00:15:03.749 ShannonMartinez: create, a service or 1, 2, 3, 4, 5. Process.
146 00:15:03.750 ⇒ 00:15:04.430 JanieceGarcia: Right.
147 00:15:05.030 ⇒ 00:15:06.779 TiffanyTorres: Or if this is yes.
148 00:15:07.470 ⇒ 00:15:10.190 ShannonMartinez: Then this, but if no do this, step.
149 00:15:13.270 ⇒ 00:15:16.549 JanieceGarcia: Because it would be creating the service production order.
150 00:15:20.230 ⇒ 00:15:21.710 Amber Lin: And evolve.
151 00:15:26.310 ⇒ 00:15:30.970 JanieceGarcia: And we and I think that’s why we didn’t put it down there, because it should just be a copy and paste from
152 00:15:31.230 ⇒ 00:15:32.409 JanieceGarcia: one to the other.
153 00:15:35.070 ⇒ 00:15:35.620 Amber Lin: Okay.
154 00:15:35.620 ⇒ 00:15:38.909 JanieceGarcia: Can we take out Austin, and just put service manager.
155 00:15:39.935 ⇒ 00:15:40.569 Amber Lin: Yeah.
156 00:15:40.570 ⇒ 00:15:43.820 JanieceGarcia: Because it’s not just Austin. It’s all of our areas.
157 00:15:45.864 ⇒ 00:15:50.990 Amber Lin: So they’re all 2 h doesn’t matter if it’s specialist or service manager.
158 00:15:57.810 ⇒ 00:16:03.720 Amber Lin: This is what Andy responded, before we changed the Austin part, of course.
159 00:16:05.910 ⇒ 00:16:07.500 Amber Lin: Okay. Is that true?
160 00:16:09.670 ⇒ 00:16:10.440 ShannonMartinez: Correct.
161 00:16:10.440 ⇒ 00:16:14.950 Amber Lin: Awesome. I don’t. I don’t know where that is, but Annie must have found it somewhere.
162 00:16:15.492 ⇒ 00:16:18.479 ShannonMartinez: It’s correct. It needs to come from the manager.
163 00:16:18.480 ⇒ 00:16:19.190 Amber Lin: Okay,
164 00:16:21.550 ⇒ 00:16:22.670 Amber Lin: Actually.
165 00:16:22.670 ⇒ 00:16:25.542 ShannonMartinez: Otherwise, how do we know if it’s true or not?
166 00:16:25.830 ⇒ 00:16:26.610 JanieceGarcia: Right.
167 00:16:28.020 ⇒ 00:16:31.510 JanieceGarcia: And that’s what we’ve seen lately. That’s been happening is
168 00:16:31.640 ⇒ 00:16:34.719 JanieceGarcia: the techs are calling in asking for this, and they’re not.
169 00:16:35.720 ⇒ 00:16:36.740 Amber Lin: Hmm.
170 00:16:37.360 ⇒ 00:16:38.599 JanieceGarcia: 100% needed.
171 00:16:51.660 ⇒ 00:17:06.679 JanieceGarcia: Well, Qcs don’t always have to be scheduled by the Qcs. Though. Don’t always have to be scheduled by a service manager, because if a tech calls in or not. A tech a customer calls in. We’ve already done a reservice like twice we’re gonna offer to send out
172 00:17:07.270 ⇒ 00:17:09.990 JanieceGarcia: a supervisor or a service manager.
173 00:17:10.404 ⇒ 00:17:22.009 ShannonMartinez: But we need to clarify that scheduling requests for Qc. Should come from a service manager. But Qcs. Can be scheduled on a service manager or a supervisor.
174 00:17:22.420 ⇒ 00:17:25.309 Amber Lin: Okay, so it should be requested.
175 00:17:26.119 ⇒ 00:17:28.909 Amber Lin: I serve for service manager.
176 00:17:29.110 ⇒ 00:17:38.339 ShannonMartinez: Do you specifically, field field scheduling requests should be requested by the service manager.
177 00:17:40.820 ⇒ 00:17:46.090 ShannonMartinez: Request for Qc. Visits should be requested by the service manager.
178 00:17:52.020 ⇒ 00:17:52.595 Amber Lin: And
179 00:17:53.170 ⇒ 00:18:03.410 ShannonMartinez: Qc. Visits are to be scheduled on a service manager schedule, or a supervisor, because supervisors can do Qc. Visits as well.
180 00:18:05.810 ⇒ 00:18:08.199 Amber Lin: For a supervisor.
181 00:18:13.240 ⇒ 00:18:19.130 Amber Lin: Okay, that’s helpful. Let’s try that again.
182 00:18:19.300 ⇒ 00:18:21.460 Amber Lin: See if Annie has it updated.
183 00:18:36.570 ⇒ 00:18:40.590 Amber Lin: Hmm, okay, it has velocity.
184 00:18:41.727 ⇒ 00:18:49.019 Amber Lin: I think the second part that we just typed in probably hasn’t been synced up yet, but it has this one
185 00:18:49.410 ⇒ 00:18:50.840 Amber Lin: schedule. 5.
186 00:18:54.160 ⇒ 00:18:59.432 Amber Lin: Okay, that’s good. Anything else that was
187 00:19:00.110 ⇒ 00:19:05.940 Amber Lin: that you guys would ask or had doubts about for this Central Doc or for Andy.
188 00:19:12.080 ⇒ 00:19:14.540 ShannonMartinez: I love that you’re putting the hyperlink.
189 00:19:14.700 ⇒ 00:19:15.890 JanieceGarcia: I know it’s great.
190 00:19:19.910 ⇒ 00:19:21.070 JanieceGarcia: Ran.
191 00:19:22.700 ⇒ 00:19:28.400 JanieceGarcia: Do you have any anything that you’d like to see coming out of Andy?
192 00:19:31.732 ⇒ 00:19:51.679 RaeannOliver: I can’t think of anything, but I did. I did hear that. It’s coming to mechanical pretty soon, so I’m pretty excited about that that’s definitely gonna help out with new hires and with training and stuff trying to find those resources. I will. I will admit I’m not a huge fan of AI. But I really feel like this is gonna help a lot
193 00:19:52.320 ⇒ 00:20:05.539 RaeannOliver: like a lot trying to find. And I, I do feel like this has been very, very valuable, because I’m able to schedule things a little bit easier and past, whereas before I was having a difficult time with that so, and I like that.
194 00:20:05.680 ⇒ 00:20:13.789 RaeannOliver: I like that. You have your own personal chat with AI or Andy, and it’s not flooded with other people’s chats, so that helps a lot.
195 00:20:14.440 ⇒ 00:20:14.890 Amber Lin: Great.
196 00:20:14.890 ⇒ 00:20:15.580 JanieceGarcia: Awesome.
197 00:20:16.000 ⇒ 00:20:16.380 Amber Lin: Oh!
198 00:20:16.380 ⇒ 00:20:23.830 RaeannOliver: And I I like that. It keeps the history so you can go back and wait. I already asked that question. Go back and find it. So that helps.
199 00:20:26.080 ⇒ 00:20:27.330 JanieceGarcia: Awesome love, that.
200 00:20:27.960 ⇒ 00:20:31.299 Amber Lin: Do you overflow for for past.
201 00:20:31.470 ⇒ 00:20:31.880 RaeannOliver: Yes.
202 00:20:32.450 ⇒ 00:20:33.120 Amber Lin: Hmm!
203 00:20:33.480 ⇒ 00:20:39.339 Amber Lin: When you overflow pests, what are the more common things? That’s not very clear.
204 00:20:40.915 ⇒ 00:20:45.333 RaeannOliver: No, that’s a good question. I don’t know
205 00:20:49.110 ⇒ 00:20:51.819 RaeannOliver: as far as as far as far as AI. What do you mean?
206 00:20:52.800 ⇒ 00:20:55.070 RaeannOliver: Or Andy? Or just in general.
207 00:20:55.070 ⇒ 00:21:00.840 Amber Lin: Not just in general, like what makes what makes it hard for you, cause we can make sure we have
208 00:21:01.694 ⇒ 00:21:04.840 Amber Lin: processes documented in a Central Doc.
209 00:21:05.392 ⇒ 00:21:21.130 Amber Lin: So that if you need, you can search it here as well. So some, maybe something that usually you’ll have to say, ask Shannon or ask someone in Pest to help out if we can document that. Since they’re already here, we can write that down.
210 00:21:21.702 ⇒ 00:21:27.870 RaeannOliver: Most of the time. It’s finding the where to schedule a rodent in a certain Zip code.
211 00:21:28.170 ⇒ 00:21:28.870 Amber Lin: Oh!
212 00:21:29.170 ⇒ 00:21:29.690 RaeannOliver: Yeah.
213 00:21:34.380 ⇒ 00:21:37.929 Amber Lin: Do you mean finding the right text for inspectors?
214 00:21:37.930 ⇒ 00:21:38.650 RaeannOliver: Yeah.
215 00:21:38.650 ⇒ 00:21:39.830 Amber Lin: Oh, okay.
216 00:21:41.655 ⇒ 00:21:45.259 RaeannOliver: Cause sometimes they’re in certain areas
217 00:21:45.460 ⇒ 00:21:56.380 RaeannOliver: a certain days, cause I’ve I’ve come across that a couple of times where there’s been certain inspectors that are only in one area, and I’ve scheduled them in the area where they’re supposed to be at, and.
218 00:21:56.380 ⇒ 00:21:56.920 Amber Lin: I’ve been.
219 00:21:56.920 ⇒ 00:21:59.170 RaeannOliver: Told to reschedule it on someone else. So
220 00:21:59.290 ⇒ 00:22:02.319 RaeannOliver: I don’t. I’m not sure if that’s something that we could add to it as well.
221 00:22:02.680 ⇒ 00:22:06.300 Amber Lin: Yeah. Have you tried asking Andy about zip codes?
222 00:22:06.840 ⇒ 00:22:17.909 RaeannOliver: Yeah, I I have done that before. And it’s it’s helpful. And it shows me which text are in which area. But sometimes certain texts are to inspectors are only in certain areas of the day.
223 00:22:18.150 ⇒ 00:22:21.160 Amber Lin: Oh, so like their daily schedule as well.
224 00:22:21.160 ⇒ 00:22:28.080 RaeannOliver: Yeah, like, there, there’s 1 inspector that was. I think he was in Georgetown all day, and I had scheduled him somewhere. That was.
225 00:22:28.080 ⇒ 00:22:28.909 Amber Lin: Oh, okay.
226 00:22:28.910 ⇒ 00:22:31.979 RaeannOliver: Georgetown, so I had to put it on another inspector. So.
227 00:22:32.350 ⇒ 00:22:33.089 Amber Lin: That happened.
228 00:22:33.090 ⇒ 00:22:33.610 RaeannOliver: It’s.
229 00:22:33.990 ⇒ 00:22:36.940 Amber Lin: Where do we usually have to check their schedule in.
230 00:22:37.480 ⇒ 00:22:38.860 JanieceGarcia: And evolve.
231 00:22:39.700 ⇒ 00:22:40.730 Amber Lin: Oh!
232 00:22:41.860 ⇒ 00:22:43.270 Amber Lin: Oh! But.
233 00:22:43.270 ⇒ 00:23:05.040 JanieceGarcia: And what? And ran, I kind of want to understand a little bit more, just to make sure we are getting you everything that you need to be able to make it easier for you. So this would be like if if an inspector, for example, if that inspector was not normally in Georgetown, but some reason he was in Georgetown tomorrow
234 00:23:05.897 ⇒ 00:23:07.212 JanieceGarcia: on Thursday.
235 00:23:08.860 ⇒ 00:23:15.949 JanieceGarcia: and just an easier way, I guess, for you guys to know when he’s not covering specific areas. Is that what you mean?
236 00:23:15.950 ⇒ 00:23:16.640 RaeannOliver: Yeah.
237 00:23:16.810 ⇒ 00:23:25.289 RaeannOliver: that way. I’m not. That’s that way. I’m not. It’s not coming back to me. And because it’s saying that I’m scheduling it incorrectly, because that inspector is only in a certain area
238 00:23:25.440 ⇒ 00:23:28.809 RaeannOliver: that way. You know, I’m not getting as much kickback for that.
239 00:23:30.410 ⇒ 00:23:35.229 MelissaLykins: There are usually blocks on their schedule. If they’re in an area that’s outside of the norm.
240 00:23:35.620 ⇒ 00:23:39.680 RaeannOliver: There should be. So so on that day there wasn’t a block on him.
241 00:23:40.170 ⇒ 00:23:40.570 Amber Lin: Oh!
242 00:23:42.010 ⇒ 00:23:46.280 MelissaLykins: Then I would need an example to find out what happened on that, because that shouldn’t be happening.
243 00:23:46.280 ⇒ 00:23:51.829 RaeannOliver: Okay, I can go back and find that email.
244 00:23:52.300 ⇒ 00:23:53.709 MelissaLykins: That would be helpful. Thanks.
245 00:23:53.710 ⇒ 00:23:54.310 RaeannOliver: Okay.
246 00:23:54.450 ⇒ 00:23:55.170 MelissaLykins: Thank you.
247 00:24:01.218 ⇒ 00:24:09.830 Amber Lin: So I’m looking at the SMS process. When I would assume we look at the inspector sheet around
248 00:24:10.170 ⇒ 00:24:11.450 Amber Lin: here.
249 00:24:23.440 ⇒ 00:24:26.239 Amber Lin: Denise and Shannon. This is probably a question for you.
250 00:24:28.170 ⇒ 00:24:36.389 MelissaLykins: Yeah, because it says, use the Z group set up and evolve to be able to see the quadrants with the available inspectors for that area.
251 00:24:37.890 ⇒ 00:24:43.059 JanieceGarcia: And if that and I mean, this is a really good example, because if
252 00:24:43.400 ⇒ 00:25:05.460 JanieceGarcia: if the inspector has a block on their schedule as they should if they’re not, gonna be in their normal area, which is where the Z groups are going to put them in. Then, you know, that’s more of an us an internal thing. So that’s why I wanted to understand a little bit more of what Rayan was asking.
253 00:25:05.770 ⇒ 00:25:07.479 JanieceGarcia: because she’s right
254 00:25:07.750 ⇒ 00:25:25.019 JanieceGarcia: with Andy, you know, it does give you the Z groups. It tells you who goes where. And so if it’s wrong, whether it’s our process because it’s not being updated, or is there a block? Because that inspector is gonna run somebody else’s route? That’s why it’s
255 00:25:25.110 ⇒ 00:25:38.170 JanieceGarcia: I wanted to. I wanted a little bit more context on her thing. So I could understand, because there should be easier things for them. So that way they can see that. And if there’s not, then like, I said, that’s that’s on us.
256 00:25:38.790 ⇒ 00:25:45.990 Amber Lin: Okay, so we’ll 1st we’ll make sure that the inspectors.
257 00:25:46.650 ⇒ 00:25:54.329 Amber Lin: let’s see. So we 1st check the inspector sheet to find the zip codes, and then we use the zip codes to go to involve.
258 00:26:07.080 ⇒ 00:26:17.439 ShannonMartinez: We’re actually using the Zip code from the customer’s account to reference, the Zip inspector sheet not vice versa.
259 00:26:21.670 ⇒ 00:26:27.090 ShannonMartinez: Using searches to find the inspector for that zip code. Yes, okay, that’s accurate.
260 00:26:29.530 ⇒ 00:26:31.800 JanieceGarcia: So, and that choose the correct
261 00:26:31.900 ⇒ 00:26:46.689 JanieceGarcia: inspector depending on availability and routing, I would put that behind the use the Z groups set up and evolve just because yes, we want them to use that. But we don’t want them to focus on just one inspector. We want them to focus on the group.
262 00:26:46.690 ⇒ 00:26:47.550 MelissaLykins: Group.
263 00:26:47.810 ⇒ 00:26:56.989 JanieceGarcia: And then choose the correct one out of that group, depending on availability as well as routing and maybe even routing over availability.
264 00:26:57.300 ⇒ 00:26:58.640 Amber Lin: Yeah, I see.
265 00:26:58.780 ⇒ 00:26:59.910 Amber Lin: So
266 00:27:01.972 ⇒ 00:27:11.699 Amber Lin: so we we would use when we find the inspectors here. Would that be a group of inspectors? What does C groups be.
267 00:27:12.640 ⇒ 00:27:20.970 JanieceGarcia: So and evolve evolve. We have set up groups to make it easier for them. So
268 00:27:21.705 ⇒ 00:27:32.399 JanieceGarcia: right now, if they were to pull up a customer’s account. They see an entire list, whether it’s inspectors or it’s specialist right.
269 00:27:32.810 ⇒ 00:27:38.909 JanieceGarcia: However, that list can be a mix of both.
270 00:27:39.040 ⇒ 00:28:01.800 JanieceGarcia: So what we have done is we have gone to our scheduling tab, and we have made it to where they have what we call Z groups. And the Z groups is going to be the inspector sheet as well as the pest division skills and zip sheet and those groups are going to be set out depending on who does what?
271 00:28:01.920 ⇒ 00:28:09.000 JanieceGarcia: Who does? Who does? What area? I guess so they’re able. Instead of just looking at the customer’s account and trying to
272 00:28:09.440 ⇒ 00:28:20.520 JanieceGarcia: find all these different technicians or inspectors, they’re able to go to those Z groups click on the one group and then look that way. Who? Who’s closest to that customer’s home?
273 00:28:20.870 ⇒ 00:28:21.580 Amber Lin: I see.
274 00:28:22.040 ⇒ 00:28:29.380 Amber Lin: Awesome. Okay, this is clear, hey, Buddy?
275 00:28:29.800 ⇒ 00:28:33.630 Amber Lin: And probably guess if if there’s
276 00:28:34.130 ⇒ 00:28:37.560 Amber Lin: because in this situation, if there’s no inspectors
277 00:28:40.470 ⇒ 00:28:43.779 Amber Lin: available, was that the issue that we identified.
278 00:28:45.180 ⇒ 00:28:49.030 JanieceGarcia: No cause. There should always be an inspector available.
279 00:28:49.030 ⇒ 00:28:54.399 RaeannOliver: If there’s not, if that, if that specific inspector is not going to be in that area for the day.
280 00:28:54.690 ⇒ 00:28:55.190 JanieceGarcia: Yup,
281 00:28:57.370 ⇒ 00:29:00.859 RaeannOliver: If they’re gonna be working in one specific area for the day.
282 00:29:01.340 ⇒ 00:29:07.829 Amber Lin: I see. Yeah, I just wanted to. I just wondering if it’s it’s helpful to put like if that happens.
283 00:29:08.000 ⇒ 00:29:08.640 Amber Lin: Oh.
284 00:29:08.640 ⇒ 00:29:13.679 JanieceGarcia: Look for. I would put look for scheduling blocks.
285 00:29:16.970 ⇒ 00:29:22.330 JanieceGarcia: I mean, Shannon. Wouldn’t would you think that that would be ideal? Look for scheduling blocks
286 00:29:23.580 ⇒ 00:29:26.270 JanieceGarcia: for special instructions. Maybe.
287 00:29:26.450 ⇒ 00:29:27.130 ShannonMartinez: First.st
288 00:29:28.910 ⇒ 00:29:29.730 ShannonMartinez: Yes.
289 00:29:35.980 ⇒ 00:29:40.749 ShannonMartinez: I just I I’m just trying to think of the way that it comes across all the time, like.
290 00:29:41.620 ⇒ 00:29:52.109 ShannonMartinez: you know, even on the inspector sheet, like Melissa and I were had one we were looking at from Mike Matthews, and it says, B. Slash u for backup, right? So
291 00:29:52.830 ⇒ 00:30:07.231 ShannonMartinez: I think the more because we want Andy to be aligned, and and looking long term at the some of the projects we have on the horizon, keeping that consistency on how we format things is so important.
292 00:30:10.040 ⇒ 00:30:26.829 ShannonMartinez: One of the talking points that I put in our update thing is not to scroll too much, because I want to get to that it’s in regards to the termite annual inspections. But I think that the more consistent we are with the verbiage, the more we call it something, the more it’ll stick with Andy, and he’ll put piece together
293 00:30:27.020 ⇒ 00:30:34.760 ShannonMartinez: the things. This will be extremely instrumental as we start to feed it. Mechanical data and then lawn.
294 00:30:34.880 ⇒ 00:30:37.040 ShannonMartinez: and then home improvement.
295 00:30:37.580 ⇒ 00:30:51.949 Amber Lin: A few, and I think a lot of them. The processes are very similar, and so it’ll be pretty important that we standardize what we can. And then so there’s less differences that Annie has to understand.
296 00:30:54.400 ⇒ 00:31:10.660 ShannonMartinez: Yes. And I think the thing to to keep into perspective is that we’re using the same phone system. We’re using the same customer database. And we’re using the same communications. That’s the why basic week has been such a success. Because we.
297 00:31:10.890 ⇒ 00:31:18.059 ShannonMartinez: although we are different trades, we use a universal system, and so the terminology can be aligned as such.
298 00:31:19.620 ⇒ 00:31:44.630 ShannonMartinez: so as far as the blocks. All of that to say, I think we should say, back, B slash you, inspector, is, or whatever, just to keep it consistent. But as far as refer to the scheduling blocks for specific instructions on a backup, and then put our parentheses B slash U, and then we’ll go down to definitions and make sure we have B slash u equals backup.
299 00:31:45.050 ⇒ 00:31:46.580 Amber Lin: Okay, let me do that.
300 00:31:46.820 ⇒ 00:31:47.910 Amber Lin: Oh.
301 00:31:48.590 ⇒ 00:31:50.619 ShannonMartinez: Wait. Where would are we.
302 00:31:50.620 ⇒ 00:31:57.079 Amber Lin: Right? Yeah, there’s a lot special instructions, or such as backup.
303 00:32:01.200 ⇒ 00:32:02.560 ShannonMartinez: Backup inspector.
304 00:32:02.770 ⇒ 00:32:10.160 ShannonMartinez: So it’s a it’s a phrase we use commonly like backup to the backup, right? So we.
305 00:32:10.160 ⇒ 00:32:10.730 Amber Lin: Hmm.
306 00:32:11.020 ⇒ 00:32:13.809 ShannonMartinez: We refer to an inspector that’s
307 00:32:13.940 ⇒ 00:32:25.060 ShannonMartinez: folding into an area temporarily, because an inspector may be out, or for whatever the reason is, whatever the influxes of volume or Pto staffing. Whatever we say, this is their backup.
308 00:32:31.200 ⇒ 00:32:38.689 Amber Lin: okay, sounds good. Anything else you guys have feel felt when you were using Andy, or just
309 00:32:39.130 ⇒ 00:32:42.050 Amber Lin: navigating this document.
310 00:32:52.429 ⇒ 00:33:05.920 TiffanyTorres: No, I think it’s helpful. That it’s all in one place, and you can control F. Put in your words because we know what kind of terms we’re looking for, and every time I’ve used it it’s I found what I needed to find.
311 00:33:05.920 ⇒ 00:33:06.580 Amber Lin: Okay.
312 00:33:07.130 ⇒ 00:33:12.918 Amber Lin: Sounds good. Alright, all of you. I think all of you should be in this channel.
313 00:33:13.280 ⇒ 00:33:17.500 Amber Lin: keep. We’ll keep track of Aretha.
314 00:33:17.500 ⇒ 00:33:18.819 TiffanyTorres: That you guys send here.
315 00:33:18.820 ⇒ 00:33:29.399 Amber Lin: Just feel free whenever something pops up, either either send it in as a feedback, for Andy, or just send it in the channel, and then we can make sure to improve that.
316 00:33:31.470 ⇒ 00:33:32.470 Amber Lin: And
317 00:33:33.168 ⇒ 00:33:45.369 Amber Lin: I think if that’s all, I’ll probably take the rest of the time. Janice, I’ll I’ll note down what you want to update for the inspector sheet, and I’ll take a look at that.
318 00:33:45.370 ⇒ 00:33:46.189 TiffanyTorres: Go ahead and get you.
319 00:33:46.190 ⇒ 00:33:47.380 JanieceGarcia: Yes, because I do.
320 00:33:47.830 ⇒ 00:33:49.270 TiffanyTorres: So I have.
321 00:33:49.270 ⇒ 00:33:49.880 TiffanyTorres: You can go back.
322 00:33:49.880 ⇒ 00:33:54.710 JanieceGarcia: That update that needs to happen in asap. I already updated my Z group on my end tonight.
323 00:33:54.710 ⇒ 00:33:58.409 JanieceGarcia: I’m kidding updated. But I really need that updated in the sheet itself.
324 00:33:58.410 ⇒ 00:33:59.290 JanieceGarcia: Okay.
325 00:33:59.680 ⇒ 00:34:02.650 Amber Lin: Did you send me that email for.
326 00:34:02.960 ⇒ 00:34:04.900 JanieceGarcia: I sent you the 1st one. Yes.
327 00:34:08.580 ⇒ 00:34:10.090 Amber Lin: Oh, let’s see.
328 00:34:10.650 ⇒ 00:34:14.400 JanieceGarcia: It was on Monday, whenever you and I met. That’s when we noticed that.
329 00:34:14.650 ⇒ 00:34:18.620 Amber Lin: Yeah, is there another one that you were wanting to update today?
330 00:34:18.810 ⇒ 00:34:20.519 JanieceGarcia: It’s the same one. No, it’s.
331 00:34:20.520 ⇒ 00:34:21.080 Amber Lin: Oh, okay.
332 00:34:21.080 ⇒ 00:34:24.129 JanieceGarcia: One. But I just need to really get that updated.
333 00:34:24.130 ⇒ 00:34:30.029 Amber Lin: Yeah, I can take a look once we’re done here. And I’ll update you on this. When I once I update that.
334 00:34:30.280 ⇒ 00:34:31.040 JanieceGarcia: Okay.
335 00:34:31.739 ⇒ 00:34:32.129 Amber Lin: All right.
336 00:34:32.130 ⇒ 00:34:35.499 JanieceGarcia: Perfect. Yes, ma’am, if you please.
337 00:34:35.760 ⇒ 00:34:36.190 Amber Lin: Of course.
338 00:34:37.679 ⇒ 00:34:39.459 Amber Lin: Okay, thank you. Everyone.
339 00:34:40.159 ⇒ 00:34:41.339 JanieceGarcia: Thanks guys.
340 00:34:41.340 ⇒ 00:34:43.819 Amber Lin: Thank you. Bye-bye, bye.
341 00:34:43.820 ⇒ 00:34:44.460 MelissaLykins: Bye.