Meeting Title: Brainforge x ABC Home and Commercial: Weekly Project Check Date: 2025-09-18 Meeting participants: read.ai meeting notes, YvetteRuiz, JanieceGarcia, Samuel Roberts, Steven, Amber Lin, Uttam Kumaran
WEBVTT
1 00:00:28.920 ⇒ 00:00:30.480 YvetteRuiz: Hi, how are you doing?
2 00:00:31.390 ⇒ 00:00:32.759 JanieceGarcia: So much better.
3 00:00:33.370 ⇒ 00:00:41.189 YvetteRuiz: You look better than the past meeting I saw you in here. I just joking.
4 00:00:41.330 ⇒ 00:00:44.129 JanieceGarcia: It was… it was not fun last time, but…
5 00:00:44.860 ⇒ 00:00:48.780 YvetteRuiz: Good, good, good. I’m happy to hear that. That’s good.
6 00:00:49.030 ⇒ 00:00:51.459 YvetteRuiz: Yeah, I didn’t get to see you.
7 00:00:51.920 ⇒ 00:00:56.069 JanieceGarcia: I know. I had to pull back. I have a lot of things going on with the…
8 00:00:56.190 ⇒ 00:00:57.569 YvetteRuiz: After-hour stuff.
9 00:00:58.010 ⇒ 00:00:58.520 JanieceGarcia: Oh, yeah.
10 00:00:58.520 ⇒ 00:01:05.070 YvetteRuiz: You know, if it’s not one thing, it’s another. Hey, Sam, how are you? Hey, good, how are you doing today? I’m good, thank you.
11 00:01:05.200 ⇒ 00:01:07.739 YvetteRuiz: Did we do a lot of learning yesterday?
12 00:01:07.740 ⇒ 00:01:23.000 Samuel Roberts: Yes, that was so helpful. Yeah. And yeah, that was… that was great. The things he sent afterwards were very helpful. At least I now understand a little bit more about how I went down the road I went down, because once I started running and saw
13 00:01:23.370 ⇒ 00:01:28.190 Samuel Roberts: oh, we only had access to certain things, I didn’t even look at that part of the API documentation we didn’t have access for.
14 00:01:29.500 ⇒ 00:01:36.360 Samuel Roberts: Because I thought we had already sorted that out, but apparently we hadn’t. So, yeah, once I… and then once I get the rest of that,
15 00:01:37.120 ⇒ 00:01:45.590 Samuel Roberts: I should be able to keep going, but I have, yeah, much better sense of how to do it now, and it was… it was also relieving to hear him say that the documentation was bad in places.
16 00:01:45.590 ⇒ 00:01:46.710 YvetteRuiz: Just because…
17 00:01:46.710 ⇒ 00:01:51.390 Samuel Roberts: When you’re bouncing back and forth between the code and the documentation and something’s not matching, it’s…
18 00:01:51.820 ⇒ 00:01:58.380 YvetteRuiz: you never know what the issue is, if it’s you or if it’s them, so that was… that was… that was good to hear. I appreciated the time there.
19 00:01:58.530 ⇒ 00:02:02.270 YvetteRuiz: Well, good, good. I know a lot of that stuff, and I know Steve…
20 00:02:02.480 ⇒ 00:02:04.830 YvetteRuiz: Whoo, that was way over our head, like, I was…
21 00:02:04.830 ⇒ 00:02:12.949 Samuel Roberts: Yeah, I felt a little bad, everyone on that call, and Benjamin just went off, and I absorbed all of it, but I imagine it wasn’t super helpful for everyone else, but…
22 00:02:12.950 ⇒ 00:02:18.969 YvetteRuiz: Yeah, but I did catch on, I really… I like that part, like, about really scrubbing down
23 00:02:19.280 ⇒ 00:02:28.829 YvetteRuiz: those type of phone calls, because that is somewhere I would really love to get to, I mean, where we can really focus on the key calls.
24 00:02:28.940 ⇒ 00:02:31.210 Samuel Roberts: Yeah. So… I guess, I think…
25 00:02:31.650 ⇒ 00:02:34.900 Samuel Roberts: There’s a lot to do there, and if we have API access for it, I could…
26 00:02:35.150 ⇒ 00:02:45.709 Samuel Roberts: I can get that. I’m sure they have, you know, all kinds of things they can do with it too, because if it’s the API, then I’m sure, you know, they have it in their platform somewhere, but if it’s things we can pull and see, you know, what was…
27 00:02:45.960 ⇒ 00:02:58.489 Samuel Roberts: what was used, what was said, how Andy was used. There’s a lot we could probably tie together, and then over time realize, oh, this could be automated in another way, or something like that, or just learn from it. Yeah, there’s a lot to do there, I think.
28 00:02:59.060 ⇒ 00:03:01.460 YvetteRuiz: Great! Hi, Amber!
29 00:03:01.800 ⇒ 00:03:04.259 Amber Lin: Hello! Nice to see you!
30 00:03:04.260 ⇒ 00:03:09.210 YvetteRuiz: You too. I thought Utem just put a message in there, too. He’s in Chicago?
31 00:03:09.210 ⇒ 00:03:10.100 Amber Lin: Yeah.
32 00:03:10.100 ⇒ 00:03:10.750 YvetteRuiz: Hmm.
33 00:03:11.630 ⇒ 00:03:12.190 YvetteRuiz: Nice!
34 00:03:12.190 ⇒ 00:03:13.059 Samuel Roberts: Oh, yeah, yeah.
35 00:03:14.770 ⇒ 00:03:23.260 Amber Lin: Alright, let’s get started, we have some exciting updates. Okay. And then… Let’s share here…
36 00:03:23.840 ⇒ 00:03:29.859 Amber Lin: Alright, so starting off with usage again, we’re very, very close to our goal.
37 00:03:30.000 ⇒ 00:03:46.519 Amber Lin: Last week, we had really good usage, and this week, it’s also decently good. However, I do want to point out that this week, we are not doing as well as last week. I think last week was the excitement of, oh, we are starting to test.
38 00:03:46.520 ⇒ 00:04:07.950 Amber Lin: Lana Home Improvement, so there was a lot of usage. This week, I checked the people on this list. I think we’re seeing some decline on the pest side. I think it’s also because we didn’t put our attention on the pesting, because we were focusing on the new teams that got added. So I want to point that out and ask, talk about
39 00:04:07.950 ⇒ 00:04:11.290 Amber Lin: What we should do to improve this.
40 00:04:15.090 ⇒ 00:04:15.970 YvetteRuiz: Janice?
41 00:04:16.420 ⇒ 00:04:20.720 YvetteRuiz: I have, I have my, my, my thoughts off, as always, but…
42 00:04:20.720 ⇒ 00:04:35.129 JanieceGarcia: I know for sure, one, we need to go back, and we need to make sure that we are pushing that and checking in with them again. Now that we’ve kind of met with everybody in all different departments, I think bringing them in as a…
43 00:04:35.240 ⇒ 00:04:47.799 JanieceGarcia: collaboration with working sessions will definitely help that, because, Tara’s done the last two working sessions with me, and, we’ve set goals for who we meet with.
44 00:04:48.130 ⇒ 00:05:01.709 JanieceGarcia: And I think it’s helped, for sure. But I also wanted to ask, I know Yvette and I have talked about this, and I meant to bring this up to you, Amber, like, getting the routing team on there, because they do…
45 00:05:01.990 ⇒ 00:05:16.109 JanieceGarcia: which is my team, but they do, the follow-ups, which is reschedules, resets, and they go in and have to use those documents as well, and I want… I think that will drive our usage back up even more in the future.
46 00:05:16.110 ⇒ 00:05:18.530 Amber Lin: Okay.
47 00:05:19.130 ⇒ 00:05:37.900 YvetteRuiz: And then the other thing, too, I mean, it’s like, I… you know, and I know we’re working on it, I know we made a lot of progress yesterday with Sam attending the transcripts. I really, really want to get that, because, I mean, that’s also going to be a big key element, you know, that kind of ties into usage, you know what I mean? Like, what type of calls are they getting? You know, are they, you know what I mean, what…
48 00:05:37.900 ⇒ 00:05:46.330 YvetteRuiz: are we missing opportunities not using Andy? You know, but without having that call data, it really… that’s going to really be a good key element that’s really
49 00:05:46.330 ⇒ 00:05:56.790 YvetteRuiz: gonna help us, like, hey, you could have used, you know, this call, I mean, Andy, to answer these calls or shave off that time and stuff like that, so I feel like that is a big piece.
50 00:05:57.070 ⇒ 00:05:58.890 Amber Lin: Yeah, totally.
51 00:05:59.250 ⇒ 00:06:07.739 Amber Lin: I’ll let Sam answer on the transcript side in a bit. On the routing team, I mean, if you’re comfortable adding them, we can just add them.
52 00:06:08.120 ⇒ 00:06:09.870 Amber Lin: And you guys have to…
53 00:06:10.010 ⇒ 00:06:16.189 Amber Lin: I know Yvette can add people to Andy, so if we want to add them and do training with them, that would be great.
54 00:06:17.580 ⇒ 00:06:18.379 JanieceGarcia: Some of them…
55 00:06:18.380 ⇒ 00:06:19.899 YvetteRuiz: I… I could certainly do.
56 00:06:20.490 ⇒ 00:06:31.589 JanieceGarcia: Awesome, and some of them came from the pest side, so they do have access to Andy, but I want to start pushing it on my team, too, because they need to follow the same procedures and processes everybody else.
57 00:06:32.160 ⇒ 00:06:39.540 Amber Lin: Okay, so I’ll add the notes there to add the routing team. Let me note that down.
58 00:06:42.690 ⇒ 00:06:48.439 JanieceGarcia: But that is a pretty huge decrease that we had in usage, even with adding
59 00:06:49.600 ⇒ 00:06:52.480 JanieceGarcia: The whole mechanical, the whole dispatch team.
60 00:06:53.160 ⇒ 00:06:59.909 JanieceGarcia: But I do have some thoughts on that as well. With having our working session that we did yesterday, there was one.
61 00:06:59.910 ⇒ 00:07:00.300 Amber Lin: Crimson.
62 00:07:00.300 ⇒ 00:07:01.050 JanieceGarcia: but…
63 00:07:02.110 ⇒ 00:07:10.900 JanieceGarcia: And I have my feedback from her, great feedback from the other two that were in there, but my feedback from the dispatcher was not…
64 00:07:12.120 ⇒ 00:07:15.030 JanieceGarcia: It was… I don’t want to use it.
65 00:07:16.560 ⇒ 00:07:20.169 JanieceGarcia: I like what we’re doing already, so it’s getting…
66 00:07:21.200 ⇒ 00:07:24.359 JanieceGarcia: Her into, you know, that flow.
67 00:07:24.360 ⇒ 00:07:41.939 YvetteRuiz: Yeah, and she also got to know, I mean, and we’ll work with Cass, obviously, but she obviously got to know, it’s like, that is gonna go away, those tools will eventually go away, and one of the things that we talked about in our branch manager meeting, which, when I meet with Steven, or I think it maybe was you, Janiece, I can’t remember.
68 00:07:42.230 ⇒ 00:07:58.590 YvetteRuiz: No, it was. Something had came up, but we find that some of our agents have downloaded information that’s outdated, and they’re getting the wrong information. So, again, our team needs to understand that all these old documents, everything’s going to be going away.
69 00:07:58.590 ⇒ 00:08:03.300 Amber Lin: And this is the… this is where we need them looking for the answers.
70 00:08:03.300 ⇒ 00:08:07.029 JanieceGarcia: Yes, it was… it was you and I, Eva. Yeah.
71 00:08:07.030 ⇒ 00:08:21.750 Amber Lin: On that note, I remember when we first created the central doc and we migrated everyone over, we said we wanted to archive the original training docs. Has that happened yet, or if not, what is the timeline that we should plan to do that on?
72 00:08:22.140 ⇒ 00:08:37.650 YvetteRuiz: Yeah, it has not happened. I know for Pest, we had, and this was back, I’ll go back, and that… that… that may have been on me, but I think we told them that we were only going to give them another week. This was on PEST, or a week or two. I’m gonna go back and look at my original email, and then we were going to scrape everything.
73 00:08:38.940 ⇒ 00:08:41.770 YvetteRuiz: Yep, so I’ll go back in there and check that.
74 00:08:41.950 ⇒ 00:08:46.440 Amber Lin: Yeah, I think, especially for pests, the central dog right now is very…
75 00:08:46.840 ⇒ 00:08:57.979 Amber Lin: well-rounded, and I really think we can switch over. There’s nothing that’s in the central doc that’s… that’s, in the original documents that’s not in the central doc, so I really think we can do it on past.
76 00:08:58.290 ⇒ 00:09:16.520 YvetteRuiz: Yeah. The other thing that I had was… I talked to Brenda this morning, and I was asking her, how’s the testing going on their end, but I’m looking at this, because she was like, well, Scott, but I don’t see any activity from them. Do we have any updates or feedback on.
77 00:09:17.230 ⇒ 00:09:29.249 YvetteRuiz: saw it, and… because that was the other question that one of the branch managers asked me, hey, are we already using, Andy for Handyman? I was like, well, we’re still in the testing phases, but I don’t really see a whole lot.
78 00:09:29.250 ⇒ 00:09:30.119 Amber Lin: Yeah, Scott is.
79 00:09:30.120 ⇒ 00:09:30.470 JanieceGarcia: So…
80 00:09:30.470 ⇒ 00:09:39.879 Amber Lin: 7. So he is using it, though he’s not using it too much, if he’s or… if he’s testing for both.
81 00:09:40.210 ⇒ 00:09:43.199 Amber Lin: Lawn and home improvement, which is my understanding.
82 00:09:43.860 ⇒ 00:09:51.289 YvetteRuiz: Not Scott. Scott should only be for home improvement. Oh, okay. Yeah, Scott and Alexis are home improvement, and…
83 00:09:51.780 ⇒ 00:09:57.339 YvetteRuiz: I don’t even know who’s doing it for the lawn side, I think it was Cecilia and Mattelotti.
84 00:09:57.550 ⇒ 00:09:58.110 JanieceGarcia: Yeah.
85 00:09:58.640 ⇒ 00:10:03.829 YvetteRuiz: Well, Leslie and Patricia were the soups, and it should be those two that were driving in.
86 00:10:03.830 ⇒ 00:10:04.610 Amber Lin: Mmm…
87 00:10:04.610 ⇒ 00:10:05.170 JanieceGarcia: Nope.
88 00:10:05.170 ⇒ 00:10:05.780 Amber Lin: Okay.
89 00:10:05.780 ⇒ 00:10:06.450 YvetteRuiz: on.
90 00:10:06.760 ⇒ 00:10:10.159 Amber Lin: Yeah, looks like we should meet with Lana Home Improvement again.
91 00:10:11.120 ⇒ 00:10:15.839 JanieceGarcia: So, Scott was actually in my working session yesterday.
92 00:10:17.040 ⇒ 00:10:19.329 JanieceGarcia: And with…
93 00:10:19.440 ⇒ 00:10:35.959 JanieceGarcia: the dispatcher, and then we also had one more mechanical, and he brought some really good feedback, and he actually really likes it. The phone, he said for right now, the phone hasn’t been ringing as much for him, but what he’s doing, if he doesn’t have questions, is that if
94 00:10:36.010 ⇒ 00:10:58.430 JanieceGarcia: in their group chat that they have as a whole, if somebody asks something, he’s putting that question into Andy and using that. So we should actually start seeing his, usage rise a little bit more, because he is part of that goal as well. But he… he did say he likes it, and everything that he’s gotten so far has not been misinformation.
95 00:10:58.450 ⇒ 00:11:05.939 JanieceGarcia: As much. But he does also… I will see tickets come through for him, too. So, kind of shocked that that number is only 7.
96 00:11:06.150 ⇒ 00:11:16.139 YvetteRuiz: That’s what I’m saying, I mean, if he’s using it… and I get it, the volume may not be because home improvement is the lowest, but, you know, I’m glad that he’s using it that way, but even that, I think people need to start
97 00:11:16.250 ⇒ 00:11:30.590 YvetteRuiz: like right now, it’s just… because it is in the testing phase, just start asking it questions. I mean, compare it to their training docs, right? Like, okay, I’m gonna ask it this question, is it answering that? And I think we’re missing that opportunity.
98 00:11:31.930 ⇒ 00:11:51.520 Amber Lin: Yeah, agreed. Okay. Maybe next week we can meet with the leads on lawn and home improvement, just briefly again, just to reiterate, okay, this is our goal, how… do you guys feel comfortable using it? Have you been checking if your people are using it? We can have a… just a brief 10-minute chat with them.
99 00:11:54.180 ⇒ 00:11:55.130 Amber Lin: Yeah, okay.
100 00:11:55.130 ⇒ 00:11:57.630 JanieceGarcia: Well, I can put them in the next week’s working session.
101 00:11:57.630 ⇒ 00:11:59.230 Amber Lin: Okay, that works too.
102 00:12:00.350 ⇒ 00:12:02.810 Amber Lin: And so, this week…
103 00:12:03.170 ⇒ 00:12:18.110 Amber Lin: The main updates is on the zip code database, and then you guys already know about the transcripts. So, I want to show you guys, last week we showed that we were able to query it inside the database. Now we’ve connected it to Andy.
104 00:12:18.110 ⇒ 00:12:26.110 Amber Lin: And here are just a very basic, same as what we had before, a type of, okay, what’s the main and… what’s the…
105 00:12:26.140 ⇒ 00:12:33.729 Amber Lin: tech or inspector for this zip code. And then you can also ask about, okay, this person, where do they cover?
106 00:12:33.830 ⇒ 00:12:42.780 Amber Lin: For said service, and say, for this person, it gave the zip codes and the different services, he covers.
107 00:12:43.390 ⇒ 00:12:53.440 Amber Lin: And the next one is… yeah, and the next one is by quadrant, so if someone’s not available, say Elvis is not available, you can say, okay, Dan also covers…
108 00:12:54.100 ⇒ 00:12:57.649 Amber Lin: Zips in that area, so probably can have him.
109 00:12:57.650 ⇒ 00:12:59.789 YvetteRuiz: Do… do backup…
110 00:13:00.130 ⇒ 00:13:11.100 Amber Lin: Or we can query by seating, the city name, because sometimes the CSR sends in a city name instead of the zip code, and Andy before could not answer that type of question.
111 00:13:11.100 ⇒ 00:13:20.469 Amber Lin: Also, I’ve gotten questions about commercial inspectors that, oh, it doesn’t… it doesn’t answer for the commercial inspectors, because we don’t…
112 00:13:20.580 ⇒ 00:13:23.489 Amber Lin: We used to not be able to filter by that.
113 00:13:23.590 ⇒ 00:13:38.159 Amber Lin: And that’s the capabilities now, and Yvette, your account, Denise’s account, and Tara’s account is linked to this database, so you will be able to test it and see what it is, it’s just not…
114 00:13:38.160 ⇒ 00:13:55.829 Amber Lin: I think the caveat is you’re not connected to the original one, because it’s… it’s hard to have two things connected at once. So, some of the entries here might not be updated, since we made some changes, since we created a database, but we’ll make sure that it gets updated and translated over.
115 00:13:57.040 ⇒ 00:14:06.940 YvetteRuiz: That’s… that’s very… that’s very cool. And one of the things that’s coming to my mind right now is we’re really working with our CSRs,
116 00:14:07.410 ⇒ 00:14:16.119 YvetteRuiz: well, obviously, you guys already know, oh, by the way, is a big… is a big part of what we want to be pushing. It’s a metric that we want to continue seeing that grows.
117 00:14:16.130 ⇒ 00:14:23.520 YvetteRuiz: And one of the things that we’ve identified is a lot of our CSRs don’t know how to schedule certain services.
118 00:14:23.520 ⇒ 00:14:37.489 YvetteRuiz: So, what ends up happening, if I’m a CSR, and I say, you know, hey, Sam, oh, by the way, you know, we have some window cleaning, and I give you some information, would you like? And he tells me, yes, of course.
119 00:14:38.020 ⇒ 00:14:56.539 YvetteRuiz: I then turn around and transfer that call to the lawn department, which, it’s not a good experience, because then I’m answering the phone all over again. Sam’s probably going to get frustrated and say, you know what, never mind. You know what I mean? Versus, you know, me taking the phone call knowing. So, this right here is what’s really going to help a CSR know
120 00:14:56.540 ⇒ 00:14:59.039 YvetteRuiz: Hey, who does the window estimates?
121 00:14:59.040 ⇒ 00:15:02.590 YvetteRuiz: for this zip code. So… but the only thing is.
122 00:15:03.400 ⇒ 00:15:08.620 YvetteRuiz: if the accounts are not tied, are they still going to be able to get all this data, Amber?
123 00:15:09.070 ⇒ 00:15:10.360 Amber Lin: What do you mean?
124 00:15:10.360 ⇒ 00:15:15.480 YvetteRuiz: So, because you said my account, Tara’s account, and Janiece’s account are all tied to this.
125 00:15:15.620 ⇒ 00:15:23.399 Amber Lin: Yes. Is that correct? Yeah, we’re still testing it, because we want to make sure that things are accurate. Once you guys confirm, we’ll roll out to everyone.
126 00:15:23.860 ⇒ 00:15:31.369 YvetteRuiz: Okay, well, okay, that’s… then you answered my question then, alright, because this… this will be super helpful, and that’s kind of what I was telling the team, is…
127 00:15:31.970 ⇒ 00:15:48.479 YvetteRuiz: Guys, we’ve got to get our CSRs knowledgeable enough to be able to give a little bit of information on what the power… what power washing is, what it is, allow me to get an inspector out there, and then once the customer says yes, all they need to do is search the zip code and the inspector, and then book it.
128 00:15:48.580 ⇒ 00:16:03.489 Amber Lin: Yeah, on that too, we’ve gotten a few questions of, is this covered by which department? And I think, especially, is it covered by mechanical? Is it covered by lawn? And we don’t currently have anything that we can answer that with.
129 00:16:03.490 ⇒ 00:16:19.500 Amber Lin: Now that you talk about, oh, by the ways, that might be something that’s, stopping them from transferring, say, a call to lawn. Or maybe in the future, if we can combine, or at least create a document of what department covers what services, I think that’ll help
130 00:16:19.560 ⇒ 00:16:22.979 Amber Lin: People answer the, oh, by the way questions a lot better.
131 00:16:23.870 ⇒ 00:16:27.710 JanieceGarcia: I think that’s a pretty easy fix, too, though, Amber.
132 00:16:27.930 ⇒ 00:16:35.279 JanieceGarcia: even if we put it… and I know, like, the billing stuff is gonna be something that’s gonna… that’s across the board the same, escalations.
133 00:16:35.900 ⇒ 00:16:41.799 JanieceGarcia: Those calls are all the same, it’s just some processes in regards to scheduling, right, and who we schedule on.
134 00:16:42.020 ⇒ 00:16:46.940 JanieceGarcia: So, with that, do we already have a sheet that’s been…
135 00:16:47.700 ⇒ 00:16:51.279 JanieceGarcia: Combined to where those are in there, to where anybody…
136 00:16:51.450 ⇒ 00:16:57.889 JanieceGarcia: that ask those questions can go ahead and get that answer, because I don’t want to just put it on, say, the pest stock.
137 00:16:58.210 ⇒ 00:17:01.230 JanieceGarcia: And it only be the PEST CSRs.
138 00:17:01.230 ⇒ 00:17:02.109 Amber Lin: I think once…
139 00:17:02.110 ⇒ 00:17:03.210 JanieceGarcia: All of them will get.
140 00:17:03.210 ⇒ 00:17:25.420 Amber Lin: Yeah, we don’t currently have it in one place, so PEST only has what PEST covers. If you can, can you create it in the PES doc, and then I can make sure that it’s… I do. That, yeah, just tag me, or just message me, I’ll make sure that it’s in every single doc, and once we combine the documents, we’ll know that this, this is, duplicated across the different docs.
141 00:17:27.000 ⇒ 00:17:30.850 YvetteRuiz: This live, then, the zip code database, since it’s universal?
142 00:17:32.200 ⇒ 00:17:33.159 YvetteRuiz: Does this live?
143 00:17:33.160 ⇒ 00:17:51.969 Amber Lin: This is a different source, so it’s not in the central doc or in spreadsheets, it’s a different database source. We use something called Superbase, so it’s essentially lots of tables connected together, and it’s a different source, so every CSR eventually would be able to query this place.
144 00:17:51.970 ⇒ 00:17:53.680 YvetteRuiz: Yeah, okay, okay, well, that makes sense.
145 00:17:53.680 ⇒ 00:18:03.670 Samuel Roberts: It’s like a Google Sheet on steroids, so you can tie a lot more things together, and that’s how we’re able to say, like, the city name is this zip, all these zips are tied to this… like, you can do a lot more with it.
146 00:18:03.670 ⇒ 00:18:05.499 YvetteRuiz: Gotcha. Okay, okay.
147 00:18:06.630 ⇒ 00:18:14.719 Amber Lin: Yeah, and then I want to talk about the forms to the database object. I know this was very, very important.
148 00:18:14.720 ⇒ 00:18:21.240 Amber Lin: And so, here I want to show an example. Currently, our form is still very simple, we’re still making edits,
149 00:18:21.240 ⇒ 00:18:36.609 Amber Lin: Right now, you can only enter one zip code, but we’re changing it so that you can add multiple zips at the same time. So before, we saw this zip code in our database, or missing some people, because there’s more than one technician for that zip code for ChemPree, and so we
150 00:18:36.610 ⇒ 00:18:44.319 Amber Lin: We went in and added this person, we said, he’s a technician, this came free, and then this is the zip code of services.
151 00:18:44.360 ⇒ 00:18:55.129 Amber Lin: And then we went back and asked Andy, and because Andy has access to the database, it was able to bring up, the people, the new person that we added.
152 00:18:56.040 ⇒ 00:18:57.230 YvetteRuiz: Oh, cool.
153 00:18:57.410 ⇒ 00:19:16.370 Amber Lin: Yeah, and then here’s the extra validation step that Casey added, because sometimes I think, there might be misspelling, or it might be errors, so we want to make sure that the name that people enter is exactly matched up, matched up to the people database that we have, so that we can only add verified employees and
154 00:19:16.380 ⇒ 00:19:19.769 Amber Lin: When we add them when the spelling is correct, so…
155 00:19:19.770 ⇒ 00:19:20.560 Samuel Roberts: bank account.
156 00:19:20.560 ⇒ 00:19:25.239 Amber Lin: Yeah, that will help prevent a lot of errors and then edits in the future.
157 00:19:25.420 ⇒ 00:19:33.339 YvetteRuiz: Yeah. Steven, your feedback on that, is that super helpful? Because, I mean, at the end of the day, you guys are the ones that are filling out this, right, that form.
158 00:19:33.610 ⇒ 00:19:36.510 Steven: Yeah, no, I think that all… I think it’s all good.
159 00:19:37.400 ⇒ 00:19:41.339 YvetteRuiz: It’s simple enough, I think, for the… anyone to fill out.
160 00:19:41.340 ⇒ 00:19:57.259 Amber Lin: I have a question, though, is do you guys want an approval step? Meaning, do we want the service managers to fill it out, and then you guys to approve it, or are they good to go? Do you want to be out of the loop and just let them maintain the database?
161 00:19:58.180 ⇒ 00:20:02.209 YvetteRuiz: I really want to be out of the loop, but I guess maybe in the beginning?
162 00:20:02.210 ⇒ 00:20:02.760 Amber Lin: I hate it.
163 00:20:02.760 ⇒ 00:20:03.590 YvetteRuiz: I don’t know.
164 00:20:03.710 ⇒ 00:20:05.839 Steven: Yeah, at least in the beginning, let’s see how it’s.
165 00:20:05.840 ⇒ 00:20:18.429 YvetteRuiz: Yeah, that’s what I was saying, maybe in the beginning, and then kind of wean off of it. But I mean, if we make it simple enough for them, I mean, kind of just the way you guys have it, I think that we’d be fine, but yeah, I guess in the beginning.
166 00:20:18.910 ⇒ 00:20:34.479 JanieceGarcia: Definitely in the beginning, only because Yvette and I ran into one, she was attached to the email, but I did go through and ask the questions, because we were sending somebody to Corpus for Tree and our Corpus.
167 00:20:34.780 ⇒ 00:20:37.360 Amber Lin: Managers didn’t even have any idea.
168 00:20:37.560 ⇒ 00:20:45.669 JanieceGarcia: And they were trying to add zip codes, so we really want to make sure that we’re not just going in and adding stuff like that to them for a day.
169 00:20:46.330 ⇒ 00:20:47.220 Amber Lin: Yeah.
170 00:20:47.450 ⇒ 00:20:48.470 Amber Lin: Sounds good.
171 00:20:48.470 ⇒ 00:20:54.579 Samuel Roberts: I would say there’s also some work that could be done here to make a very simple form for adding, but also the ability to potentially
172 00:20:54.660 ⇒ 00:21:09.819 Samuel Roberts: fix things in the database that might be added, so I think the approval step is a good thing to have, that if someone made a mistake and added the wrong thing, or if things change over time, you know, right now, we can change the database, but to add a UI to that.
173 00:21:10.350 ⇒ 00:21:17.450 Samuel Roberts: That probably goes along with maybe some of the other stuff we’ve been talking about, kind of, for a future. If we’re gonna have a whole interface that’s not just Google…
174 00:21:17.450 ⇒ 00:21:23.410 YvetteRuiz: Yeah, the approval, right? Not anyone can just go in there and… Update or change or anything.
175 00:21:23.410 ⇒ 00:21:34.299 Samuel Roberts: Exactly, yeah. Yeah, so there’s a whole bunch that can happen there. This is very simple, just, like, add something to the database. I think an approval step there is good to start, but eventually you want probably a few more other things that could be…
176 00:21:34.300 ⇒ 00:21:38.170 YvetteRuiz: If someone added something and it accidentally got approved, then what? You know, there’s a lot of…
177 00:21:38.230 ⇒ 00:21:40.080 Samuel Roberts: All kinds of edge cases there.
178 00:21:41.290 ⇒ 00:21:41.950 YvetteRuiz: Yep.
179 00:21:42.120 ⇒ 00:21:42.680 Amber Lin: Yep.
180 00:21:43.420 ⇒ 00:22:01.230 Amber Lin: Last thing we add… well, we also added a pest directory, because some people were asking about who’s this person’s manager, because I guess they have escalation questions. So we added that, spreadsheet. I’m not sure if it’s most up-to-date, we just added whatever is in the sheet, so I don’t know if the zip code’s covered.
181 00:22:01.230 ⇒ 00:22:12.029 Amber Lin: is still up to date, or if we have removed people who have left, or added new hires, but I think this is linked to the sheet, so as long as you guys update it, this should be also updated.
182 00:22:12.200 ⇒ 00:22:15.959 Amber Lin: Where is that pulling from? Just the pest data, though, right, Janita?
183 00:22:15.960 ⇒ 00:22:21.060 JanieceGarcia: Pest Technician Division Sheet. It’s another one of, Mariah’s sheets.
184 00:22:21.060 ⇒ 00:22:23.370 YvetteRuiz: Steven…
185 00:22:23.370 ⇒ 00:22:24.690 Amber Lin: added this one.
186 00:22:25.120 ⇒ 00:22:30.729 JanieceGarcia: But I’ve wanted to, because I know it’s not updated on a regular basis, I wanted to…
187 00:22:31.620 ⇒ 00:22:35.449 JanieceGarcia: point them in the direction of Paylocity, because that’s the way that we train them.
188 00:22:36.280 ⇒ 00:22:50.320 JanieceGarcia: We train them in the beginning, even in basic week. They get trained on how to find managers, how to find who’s who’s. That’s what I use when it comes to that. So, I’d rather that to be as a link, but that’s up to you guys, too.
189 00:22:50.320 ⇒ 00:23:02.129 YvetteRuiz: No, that’s why I wanted to tap Steven in right here, because, I mean, this kind of goes along with… these are basic questions that even Steven or the techs and stuff can use for that. The… the other thing is,
190 00:23:02.760 ⇒ 00:23:20.610 YvetteRuiz: that’s just… that sheet right there, you know, as we’re looking at stuff that’s being created and managed, that’s just too hard to keep up with. I mean, if we have something like Paylocity, you know what I mean, that we have direct connection to, I think that’s what we wanted to connect to. But, Steven, I’ll let you kind of comment on that.
191 00:23:20.610 ⇒ 00:23:33.940 Steven: Yeah, I agree. I think, Yvette, this is one of those things Bo and I were actually talking about earlier. I think we have a lot of redundancy on data and information like that. My guess is there’s a lot of sheets out there. Bo was talking about one that Mariah’s doing that he never knew about.
192 00:23:33.940 ⇒ 00:23:49.580 Steven: He’s like, well, that’s pretty much the same as this KPI data, so why are you doing it twice? And then there’s stuff David’s doing, then right… anyway, so I think that’s one of those examples that my guess is no one ever looks at that pest directory, you know, if a paylocity has to be updated, I mean, that’s our HR software, so it has to be updated in that, so…
193 00:23:49.930 ⇒ 00:24:01.640 Amber Lin: Okay. Is there a way we can connect to Paylocity, or is there a way that we can get the names there? Because it would be nice if they can ask questions in one place.
194 00:24:01.790 ⇒ 00:24:07.229 Amber Lin: Because people still end up asking Andy when they know they need to go to Paylocity. What’s your take on that?
195 00:24:07.400 ⇒ 00:24:13.549 Steven: So, that’s gonna be another discussion. We wanted to… ultimately, we want…
196 00:24:14.570 ⇒ 00:24:25.280 Steven: Again, one of our goals in the beginning, we’ve talked about it a few different times, was get A&D all-encompassing for questions like this, and, you know, the HR, the handbook, and a few different things, but…
197 00:24:26.270 ⇒ 00:24:30.399 Steven: I hesitate to bring HR into it, because I know where that’ll go, yeah.
198 00:24:32.540 ⇒ 00:24:34.640 Steven: I don’t know the answer to that yet.
199 00:24:34.640 ⇒ 00:24:49.989 YvetteRuiz: You kind of wish, and Janiece, this is the kind of… you know how when Brian was building us, was trying to build something like that, like, he kind of just created those quick links? Kind of like what Bo has, Steven, for you guys, like, that sheet where you can just click, kind of maybe in here.
200 00:24:50.020 ⇒ 00:24:56.450 YvetteRuiz: It’s just the click to Paylocity, and it goes directly there without… maybe just a beginning step, just throwing that out there.
201 00:24:56.450 ⇒ 00:24:57.610 Samuel Roberts: That’s a good idea, yeah.
202 00:24:58.840 ⇒ 00:25:04.660 JanieceGarcia: That’s exactly what I was gonna say. I mean, I can share a link of Paylocity with you, Amber.
203 00:25:05.600 ⇒ 00:25:08.510 JanieceGarcia: And just adding that to where…
204 00:25:08.710 ⇒ 00:25:12.130 JanieceGarcia: They know they’re supposed to go to Paylocity, so until…
205 00:25:12.130 ⇒ 00:25:12.510 Samuel Roberts: Yeah.
206 00:25:12.810 ⇒ 00:25:18.689 YvetteRuiz: It just tells them exactly, like, click, because I think there’s a click that can take them right there to the directory.
207 00:25:19.980 ⇒ 00:25:21.410 Amber Lin: Yeah. Okay.
208 00:25:21.550 ⇒ 00:25:24.050 Amber Lin: Let me note that down.
209 00:25:24.050 ⇒ 00:25:27.959 YvetteRuiz: Until we can have further discussion on that, Steven. That’s just…
210 00:25:28.250 ⇒ 00:25:30.160 YvetteRuiz: Kind of a workaround for now.
211 00:25:30.160 ⇒ 00:25:32.170 Samuel Roberts: Yeah. I think it’s a good one, though. That’s, you know.
212 00:25:32.610 ⇒ 00:25:34.249 Samuel Roberts: Get something that’ll get them in the right place.
213 00:25:34.250 ⇒ 00:25:37.340 Steven: I mean, there’s… there’s… Yeah, several…
214 00:25:37.440 ⇒ 00:25:46.890 Steven: examples that… I don’t know if there’s other questions that… I mean, do y’all ever see other questions like that? Are people asking random HR-related or type stuff yet? No.
215 00:25:46.890 ⇒ 00:25:52.490 JanieceGarcia: They have been, not… well, not that I’ve noticed. Amber, you can…
216 00:25:52.490 ⇒ 00:25:55.730 Amber Lin: They, they just mostly ask, who is this person’s manager?
217 00:25:55.730 ⇒ 00:25:58.640 JanieceGarcia: manager. Yeah. Or what’s their phone numbers?
218 00:26:01.000 ⇒ 00:26:14.030 JanieceGarcia: So, and those are things that, I mean, I do. I train them, and basically go to Paylocity. This is where you’re gonna find the updated information. And I even stopped doing it when I was doing the pest training. I stuck to Paylocity.
219 00:26:14.400 ⇒ 00:26:25.230 Steven: I just wonder, like, for phone numbers, seems like that should be somewhere… I mean, like, we have, obviously, a phone directory that, like, everyone’s phone number on it, like, is there a way to tap into that somehow?
220 00:26:25.560 ⇒ 00:26:33.109 YvetteRuiz: I… I wonder if we can… so, like, 8x8? Because we have the… but I don’t know if everyone’s on 8x8, though. Shoot.
221 00:26:33.110 ⇒ 00:26:33.670 JanieceGarcia: Not everyone.
222 00:26:33.670 ⇒ 00:26:35.780 YvetteRuiz: certain people.
223 00:26:35.780 ⇒ 00:26:37.799 JanieceGarcia: The field that that’s not on…
224 00:26:37.800 ⇒ 00:26:39.289 Samuel Roberts: Paylocity? Like, is that…
225 00:26:39.600 ⇒ 00:26:40.280 YvetteRuiz: Hmm?
226 00:26:40.370 ⇒ 00:26:47.399 Samuel Roberts: My gut is just send them there for now, because a single source of truth is better than trying to
227 00:26:48.050 ⇒ 00:26:57.599 Samuel Roberts: pulled from a few different places, as we’ve learned. You know, I think if it’s… if the simplest thing is just get them there, and then maybe in the future integrate that better, that would be my…
228 00:26:58.170 ⇒ 00:27:05.139 Samuel Roberts: my initial gut, rather than try to maintain another thing, or if there is another thing maintained already, that’s great, but I, you know, don’t want to add more.
229 00:27:05.910 ⇒ 00:27:06.580 YvetteRuiz: Yeah.
230 00:27:06.820 ⇒ 00:27:12.389 YvetteRuiz: Because Paylocity has all that, I mean, that’s where, I mean, I always go, like, to the directory.
231 00:27:13.170 ⇒ 00:27:14.050 JanieceGarcia: I do, too.
232 00:27:14.050 ⇒ 00:27:14.450 Amber Lin: Okay.
233 00:27:14.450 ⇒ 00:27:14.990 Samuel Roberts: Yeah.
234 00:27:14.990 ⇒ 00:27:16.510 Amber Lin: Sounds good, we’ll do that.
235 00:27:16.700 ⇒ 00:27:30.299 Amber Lin: And then… the new UI, the project plan, me and Sam is working on it. I think we’re good to share it by the end of the week, or Udom’s gonna take a first pass. What’s the timeline on this?
236 00:27:33.740 ⇒ 00:27:37.530 Amber Lin: I guess Sam… Yeah. …she can’t speak.
237 00:27:38.970 ⇒ 00:27:48.329 Samuel Roberts: Yeah, I’m not sure. Yeah, I would say, we’re pretty close to that. I… I… getting the 8x8 information was very helpful, because it gave me a little more…
238 00:27:48.500 ⇒ 00:28:03.269 Samuel Roberts: context of what that might take to actually get up and going. You know, trying to bring the transcripts side-by-side, I wasn’t able to get that… the initial API stuff, so I have a much better sense of that now, and can make a few better estimates, and we can complete that. I mean, I think, Tom.
239 00:28:03.270 ⇒ 00:28:03.820 Amber Lin: Okay.
240 00:28:04.290 ⇒ 00:28:04.989 Samuel Roberts: Who’s gonna…
241 00:28:05.120 ⇒ 00:28:11.020 Samuel Roberts: present that and see how it goes, in terms of, like, what the next steps would be there.
242 00:28:11.700 ⇒ 00:28:13.710 Samuel Roberts: Yeah. Sounds good.
243 00:28:14.280 ⇒ 00:28:16.880 Amber Lin: Yeah, no, that was from last week.
244 00:28:16.880 ⇒ 00:28:17.730 Samuel Roberts: Yeah.
245 00:28:17.730 ⇒ 00:28:18.520 Amber Lin: That was all.
246 00:28:20.860 ⇒ 00:28:21.869 Amber Lin: Thank you, guys.
247 00:28:22.190 ⇒ 00:28:24.299 YvetteRuiz: Alright, wonderful.
248 00:28:24.860 ⇒ 00:28:33.519 YvetteRuiz: Thank you so much, Amber. I know I missed our meeting on Monday. I may have to change that, because I have my, test… my thing with, Jake.
249 00:28:33.520 ⇒ 00:28:39.859 Amber Lin: No worries. Let me know what time works, and then we can find a… we can find a good time.
250 00:28:39.860 ⇒ 00:28:40.610 YvetteRuiz: Okay.
251 00:28:40.900 ⇒ 00:28:44.319 Amber Lin: Yeah, you can do later in the day, if that works for you.
252 00:28:44.320 ⇒ 00:28:45.630 YvetteRuiz: I’ll let you know.
253 00:28:45.630 ⇒ 00:28:46.070 Amber Lin: Alrighty.
254 00:28:46.070 ⇒ 00:28:48.820 YvetteRuiz: And then, Sam, you know that I tapped in…
255 00:28:49.390 ⇒ 00:28:55.589 Samuel Roberts: I saw that. I was… I was… I wasn’t sure if I should follow up yet or not. I was gonna wait for after this meeting and see it, but if I haven’t heard anything back, I was gonna respond by the end of this.
256 00:28:55.590 ⇒ 00:29:01.569 YvetteRuiz: We might have to poke a cup… we may have to poke a lot of times, but we’ll… we’ll continue.
257 00:29:01.570 ⇒ 00:29:05.730 Samuel Roberts: Fine, I can do the same thing, you know, if you and I are both doing it, I’m sure we can make it happen pretty easily.
258 00:29:05.730 ⇒ 00:29:09.570 YvetteRuiz: Okay. Alrighty, guys. Thank you. Bye! Bye.
259 00:29:09.570 ⇒ 00:29:10.090 Amber Lin: Yay!
260 00:29:10.090 ⇒ 00:29:11.100 Steven: See y’all.