Meeting Title: Brainforge x ABC Home and Commercial: Weekly Project Check Date: 2025-10-02 Meeting participants: read.ai meeting notes, YvetteRuiz, Steven, Amber Lin, JanieceGarcia, Uttam Kumaran
WEBVTT
1 00:00:52.910 ⇒ 00:00:54.170 YvetteRuiz: Hi, Amber!
2 00:00:54.170 ⇒ 00:00:54.820 Amber Lin: Hello!
3 00:00:55.520 ⇒ 00:00:56.670 YvetteRuiz: How are you?
4 00:00:57.190 ⇒ 00:00:58.300 Amber Lin: I’m good.
5 00:00:58.810 ⇒ 00:01:01.469 YvetteRuiz: Good! I like your background.
6 00:01:01.470 ⇒ 00:01:08.210 Amber Lin: Thank you! I finally put it on. We had it for so long, and I just didn’t… I just did not use it.
7 00:01:08.210 ⇒ 00:01:13.760 YvetteRuiz: No? I like it. We should do one of those, Steven. ABC.
8 00:01:13.950 ⇒ 00:01:16.300 Amber Lin: really nice.
9 00:01:18.140 ⇒ 00:01:19.880 Amber Lin: Oh, I have some…
10 00:01:19.880 ⇒ 00:01:21.310 Steven: In the lawn room?
11 00:01:23.260 ⇒ 00:01:25.600 YvetteRuiz: Who’s, Janiece?
12 00:01:25.920 ⇒ 00:01:26.500 Steven: Yeah.
13 00:01:26.670 ⇒ 00:01:28.439 YvetteRuiz: Nostin upstairs, looks like.
14 00:01:28.440 ⇒ 00:01:29.959 Steven: an upstairs room.
15 00:01:30.320 ⇒ 00:01:31.640 Amber Lin: Wow.
16 00:01:31.640 ⇒ 00:01:34.539 JanieceGarcia: Upstairs in the lawn building.
17 00:01:35.410 ⇒ 00:01:39.300 YvetteRuiz: I feel like every time we meet, I see a new background.
18 00:01:39.300 ⇒ 00:01:41.760 Amber Lin: It’s a different room.
19 00:01:42.070 ⇒ 00:01:42.920 JanieceGarcia: I’m like…
20 00:01:46.970 ⇒ 00:01:49.630 YvetteRuiz: Any rodent issues?
21 00:01:52.000 ⇒ 00:01:54.019 YvetteRuiz: You guys would know first.
22 00:01:54.020 ⇒ 00:02:01.860 Amber Lin: But I don’t know if you’ll call yourself, say, oh, hey, ABC, I have some rodent issues in my own building.
23 00:02:01.860 ⇒ 00:02:03.419 Steven: Happened many times.
24 00:02:09.410 ⇒ 00:02:10.440 Amber Lin: Alright.
25 00:02:12.690 ⇒ 00:02:21.179 Amber Lin: I have some really good news. I checked the usage when I made… when I made the slides today, and I was very, very excited. So…
26 00:02:22.130 ⇒ 00:02:24.849 Amber Lin: We are past our goal, finally!
27 00:02:25.040 ⇒ 00:02:26.600 YvetteRuiz: Yay!
28 00:02:28.240 ⇒ 00:02:38.070 Amber Lin: Which, this week we are at 522 sessions, and for the entirety of September, we’re at… we’re…
29 00:02:38.240 ⇒ 00:02:41.550 Amber Lin: 18… 12… naturally, 12.
30 00:02:41.580 ⇒ 00:02:47.990 Amber Lin: 12 short from our 2000 goal, so I want to say thank you to everyone. I think this has been…
31 00:02:47.990 ⇒ 00:03:04.959 Amber Lin: great seeing how it came about, adding new people, doing working sessions. So, special thanks to you for, Janiece, and then thank you, Yvette, for pushing everybody to do more, and also thank you for, Steven, for checking in, because I think when you checked in, they also
32 00:03:04.960 ⇒ 00:03:06.850 Amber Lin: Used it a little bit more.
33 00:03:08.270 ⇒ 00:03:20.189 Amber Lin: So, I also want to show on this list, Derek is on the top. I know he’s brand, brand new, so I think this is a really good sign. We have new people
34 00:03:20.360 ⇒ 00:03:25.459 Amber Lin: Up here, we have Rosalinda, who’s still up on the list, and I know she joined about, like.
35 00:03:25.460 ⇒ 00:03:26.080 YvetteRuiz: Hmm.
36 00:03:26.080 ⇒ 00:03:36.390 Amber Lin: a few months ago, and then we have Derek, who just joined. So I really think with the new wave of people coming in, it’s a lot easier to instill that habit.
37 00:03:36.940 ⇒ 00:03:44.059 Amber Lin: So, any names that stands out to you here, either in the higher area or lower usage areas?
38 00:03:45.820 ⇒ 00:03:53.060 YvetteRuiz: Disney Jones does, and I’m sure that… because she was one that Tara did the sit-along with, and…
39 00:03:53.540 ⇒ 00:04:06.230 YvetteRuiz: we identified some things, you know, just doing those sit-alongs of… because she was supposed to be the person that was testing it out for them, so she’s kind of… that one jumps out at me, because I know that,
40 00:04:07.100 ⇒ 00:04:23.340 YvetteRuiz: having Tara sit next to her kind of triggered her to start asking the questions, which is, again, the reasons that I wanted my leaders to sit down with their agents, because a lot of them just don’t… they’re still kind of asking the questions on the side, on their own personal chats, versus Andy.
41 00:04:23.340 ⇒ 00:04:31.120 YvetteRuiz: Yeah. But that’s the one that stands out to me, just because, again, the feedback that I got from their one-on-one.
42 00:04:32.810 ⇒ 00:04:45.140 Amber Lin: Yeah, and I was thinking maybe this list can also help us know who we want to include. I know we had new hire training, so there’s new people. Is there anyone other than Derek who’s new?
43 00:04:46.570 ⇒ 00:05:04.960 YvetteRuiz: Yeah. Diana’s getting up there, and she will be another user. She’s new to the daytime, she was an after-hour person, but she’s doing it on the sales side, so there’s a lot of stuff that she’s testing as well. But Janiece has… how many do you have, Janiece, on.
44 00:05:04.960 ⇒ 00:05:15.150 JanieceGarcia: I have two… well, I’m supposed to have three, but one’s out for the remainder of the week, but I do have two, and they were actually in the working session yesterday.
45 00:05:15.150 ⇒ 00:05:27.550 JanieceGarcia: And so they got to see Andy, and got to actually see, even with Leslie and Patricia in there, and Monty Cruz in there, in those working sessions, and we played with it a lot, and we…
46 00:05:27.670 ⇒ 00:05:38.650 JanieceGarcia: We also got Leslie, because I know she was still having some issues, but I was able to help her and walk her through it again, and she’s… So she did get in? Okay. She did get in.
47 00:05:38.650 ⇒ 00:05:41.220 Amber Lin: usage here, so I think all… everything’s good.
48 00:05:41.220 ⇒ 00:05:41.740 JanieceGarcia: that…
49 00:05:42.160 ⇒ 00:05:58.789 Amber Lin: Okay, awesome. So we’re at… we’re finished September, and I think we did accomplish our main goals of, improving on feedback and adding all the departments. Before we jump… these… I think I…
50 00:05:59.110 ⇒ 00:06:12.450 Amber Lin: Sorry, there was a lot of feedback that came in, the past week, so every day, at the end of the day, I triage all of them, like, phew, and then I wake up, and there’s… there’s 15 more!
51 00:06:12.910 ⇒ 00:06:37.000 Amber Lin: look at them, and I, summarize what I see, because there’s some recurrent patterns, because if it doesn’t work, then people run into the same issue. And so I put them here, and I talk with my team, so if anyone asks you about anything here, just know that we are working on them, and I’ll keep you guys posted, and if anything new comes up, or you see a recurrent issue, feel free to tell me, and then
52 00:06:37.000 ⇒ 00:06:39.799 Amber Lin: I’ll make sure the team prioritizes that.
53 00:06:39.800 ⇒ 00:06:40.930 Amber Lin: So…
54 00:06:40.930 ⇒ 00:06:44.029 YvetteRuiz: The only one I know is the lawn one, because I was.
55 00:06:44.510 ⇒ 00:06:48.629 YvetteRuiz: looking at the questions today, and I wasn’t sure, like.
56 00:06:48.730 ⇒ 00:06:55.180 Amber Lin: Yeah, so I do want to go through these really quickly and tell you why it’s been happening.
57 00:06:55.560 ⇒ 00:07:10.180 Amber Lin: first one that we’ve received a lot since, I think, since a few months ago is, okay, what department covers this? And it’s coming up more and more, I think, because, we’re getting more people that’s doing
58 00:07:10.230 ⇒ 00:07:26.450 Amber Lin: upsells, I believe, is people, when they ask those types of questions, I believe they’re trying to transfer a customer to a different department, because they say, oh, maybe I want, lawn mowing. And right now, Andy’s not able to answer that, because
59 00:07:26.450 ⇒ 00:07:40.109 Amber Lin: the pest people who has access to pests, and he knows, okay, we cover these in pests, but they don’t know what’s covered in other departments. So, I’ve talked to Janiece about this, we talked, and…
60 00:07:40.210 ⇒ 00:07:57.329 Amber Lin: We’re making a preliminary list of what department covers which, and I asked my team to make that list specifically accessible to everybody, so that we can answer these. And of course, it’s not going to be perfect, and same as Andy’s central doc.
61 00:07:57.330 ⇒ 00:08:01.059 Amber Lin: The more feedback that comes in, the list will get better.
62 00:08:01.060 ⇒ 00:08:05.149 Amber Lin: So that we can, defend against those issues in the future.
63 00:08:05.930 ⇒ 00:08:08.589 Amber Lin: So that’s the first one. And then.
64 00:08:08.590 ⇒ 00:08:21.889 JanieceGarcia: So, Amber, real quick, with that, with the list that we did, and we have it set, is that the list that they’re gonna start with to go off of, which is gonna be all of our different
65 00:08:22.360 ⇒ 00:08:34.290 JanieceGarcia: like, trades, and then what their basic stuff is, so that way Yvette and Steven understand, you know, like, for example, Yvette, there’s one in there who covers chinch bugs?
66 00:08:34.510 ⇒ 00:08:36.249 JanieceGarcia: Is it lawn care?
67 00:08:36.250 ⇒ 00:08:42.110 YvetteRuiz: Yeah, that’s the one I sent… I sent her an email because that was something that came up. Yeah.
68 00:08:42.280 ⇒ 00:09:00.949 JanieceGarcia: So we did, and we did find out, too, though, asking Andy, it does actually show in there that lawn care will cover that to get on an estimate for lawn care. But we did go through some of those and actually add them under, like, okay, if it’s lawn, and then lawn care for, like, webworms, as well for tree.
69 00:09:01.060 ⇒ 00:09:18.809 JanieceGarcia: Breaking that down even further. So, as those come in, we’re gonna add them to which department they go to. But the main stuff, what each trade is, what each division is, and then their breakdown. So, like, pest, you have rodent, termite, general pest, termi mesh.
70 00:09:18.820 ⇒ 00:09:33.070 JanieceGarcia: Bed bug, and then, like, mechanical, you have the HVAC, the plumbing, all of those, and then underneath them, we’ll start stacking in on what… what are the little minute ones that they actually cover? What truly goes where?
71 00:09:33.170 ⇒ 00:09:41.160 JanieceGarcia: Like, the plugs for the car, the electrical plugs for the cars, the chargers, that would be under electrical.
72 00:09:42.100 ⇒ 00:09:43.600 JanieceGarcia: So, setting those up.
73 00:09:43.870 ⇒ 00:09:49.810 Amber Lin: So it will… I think it’ll only get better as we go.
74 00:09:49.810 ⇒ 00:10:14.310 Amber Lin: And then, on the lawn side, we realized why there were gaps was because there was some that was in Lawn’s separate spreadsheet, and then we overlooked that when we were creating the zip code database, because we directly got it from the inspector master list that we created. So, now that it’s identified, the team is working on cleaning that up, and then adding it into the database, so we’ll go
75 00:10:14.310 ⇒ 00:10:18.260 Amber Lin: We’ll go back and test those feedback that came in and see if we fixed them.
76 00:10:19.120 ⇒ 00:10:29.630 YvetteRuiz: Hey, Amber, will you just do me a favor? Either you can draft it for me, kind of like you did with the zip code stuff, but just what we are working on, which you guys just laid out.
77 00:10:29.780 ⇒ 00:10:30.550 Amber Lin: Yeah, totally.
78 00:10:30.550 ⇒ 00:10:33.559 YvetteRuiz: cross-references, because I would like
79 00:10:33.800 ⇒ 00:10:46.500 YvetteRuiz: you know, for me to push that out to the entire team, so they know that we’re working on it, because I don’t think that that stuff gets pushed down. I mean, somebody gets the answer, and then the other agent’s still frustrated, because they’re like, well, where does it… it’s not working, so if I can
80 00:10:46.500 ⇒ 00:10:55.730 YvetteRuiz: send my entire team an email saying, hey, this is the reason why you’re not getting some of the information, but here’s what we’re working on, so…
81 00:10:55.870 ⇒ 00:10:57.649 YvetteRuiz: Just so they know the why.
82 00:10:57.650 ⇒ 00:11:09.970 Amber Lin: Of course. I can… one, I can start reporting on this every week so that we have an idea, and then after the meetings, I’ll push this… or I’ll write an email based on this so that you can just send it out to everybody.
83 00:11:09.970 ⇒ 00:11:12.049 YvetteRuiz: Okay, sounds good. Thank you so much.
84 00:11:12.050 ⇒ 00:11:29.850 Amber Lin: Of course. And then, I don’t know if you guys noticed, I think with chem-free inspectors, we’ve been seeing some issues, and I… I went ahead… I thought we didn’t have them, but I went ahead and tested, so when I asked for residential pest inspectors, chem-free does come up. So, it’s more of,
85 00:11:29.850 ⇒ 00:11:32.229 Amber Lin: Because residential pests
86 00:11:32.400 ⇒ 00:11:44.410 Amber Lin: ChemFree also has residential pests, and then lawn and stuff, so it gets confused. So the team’s just working on the wording, and then making sure that the careers does pull up the inspectors, because they are in our database.
87 00:11:45.500 ⇒ 00:11:46.050 YvetteRuiz: Hmm.
88 00:11:46.050 ⇒ 00:12:02.880 Amber Lin: And the last one that I’ve seen recur a few times is the mechanical pricing by zip. So it’s the questions of, how much does it cost to send plumbing out into this specific zip code? And I look through the mechanical docs, and it just says.
89 00:12:02.880 ⇒ 00:12:19.379 Amber Lin: San Antonio, Austin, and some Corpus Christi zips, and it doesn’t really help Andy understand, when it gets asked a specific zip, so I’m just gonna, ask Tara for the zips, and she already knows. So once we get that, hopefully that issue gets resolved.
90 00:12:19.630 ⇒ 00:12:28.740 YvetteRuiz: Yeah, I… I would imagine it would operate just like our after-hour piece, where it… it has the diagnostic fees based on branch and…
91 00:12:29.580 ⇒ 00:12:31.290 YvetteRuiz: All that, okay. Yep.
92 00:12:31.290 ⇒ 00:12:34.869 Amber Lin: Some of the branches free, some of the branches cost money, so it’s a little.
93 00:12:37.190 ⇒ 00:12:37.700 YvetteRuiz: Yep.
94 00:12:37.930 ⇒ 00:12:40.959 Amber Lin: So I’ll send an email to you about this.
95 00:12:41.750 ⇒ 00:12:45.139 Amber Lin: And the other piece of update is on the zip code.
96 00:12:45.140 ⇒ 00:12:45.700 YvetteRuiz: Linda.
97 00:12:45.700 ⇒ 00:13:10.639 Amber Lin: the forms to update a zip code database. And when we talked yesterday, Janiece gave me this current example that we can do, and it showed… when I tried to go in and test it, it showed me, like, some updates or improvements we need to make to the forms. For example, the delete, because a person left, we have to delete all assignments. Currently, the form only allows you to
98 00:13:10.640 ⇒ 00:13:12.120 Amber Lin: delete by zip.
99 00:13:12.120 ⇒ 00:13:13.199 Amber Lin: And I don’t want.
100 00:13:13.200 ⇒ 00:13:13.590 YvetteRuiz: I don’t deserve.
101 00:13:13.590 ⇒ 00:13:27.300 Amber Lin: up all the zips this person is at when I can just do all of it. And I think that happens every so often, so I’ve asked Casey to add that. And also, another feature is…
102 00:13:27.300 ⇒ 00:13:34.419 Amber Lin: say, Hank has blocks on Tuesdays for those zips. We do have… we actually do have a notes
103 00:13:34.440 ⇒ 00:13:41.499 Amber Lin: Section in the database, but we’re just gonna add an input so that we can input notes via the form.
104 00:13:42.070 ⇒ 00:13:50.060 Amber Lin: So, that’s the two updates that we’re making, and then, Janice, I’ll let you know once Casey makes these changes, and then updates the database.
105 00:13:53.030 ⇒ 00:13:53.790 Amber Lin: Yeah.
106 00:13:54.310 ⇒ 00:13:56.299 YvetteRuiz: It would be cool if they had an active…
107 00:13:56.470 ⇒ 00:13:58.060 YvetteRuiz: I mean, they kind of do if you had, like.
108 00:13:58.060 ⇒ 00:13:58.375 Uttam Kumaran: like.
109 00:14:00.010 ⇒ 00:14:10.989 YvetteRuiz: If you had, like, a list of all of our active employees that are field inspectors, and then if there is, like, a capability when they’re gone, you just go and mark them inactive, and they just come off of that.
110 00:14:10.990 ⇒ 00:14:15.189 Amber Lin: Yeah, I do have a… we do have a PES directory that we.
111 00:14:15.190 ⇒ 00:14:15.550 YvetteRuiz: Huh.
112 00:14:15.550 ⇒ 00:14:29.049 Amber Lin: all the people from. So, remember when we said we can only make updates if a person’s on the PES directory? So, I think, similarly, I’ll probably see if Casey can
113 00:14:29.090 ⇒ 00:14:40.850 Amber Lin: have a form for the pest directory and link that to the database. There’s a lot of forms flying around, we’re trying to combine those, but I’ll let him know that it’s a possibility.
114 00:14:41.110 ⇒ 00:14:47.439 YvetteRuiz: Yeah, I’m thinking more universal, because, you know, it’s more than just the pests, you know?
115 00:14:47.440 ⇒ 00:14:47.939 Amber Lin: I actually tied.
116 00:14:47.940 ⇒ 00:14:56.589 YvetteRuiz: to this inspector sheet, so if we knew… I mean, if we had an actual list of all our… I mean, again, just
117 00:14:57.040 ⇒ 00:15:03.529 YvetteRuiz: I know where I’m going with this. The integration would be nice, but we’re not quite there yet, but I feel like we can get a master list of that.
118 00:15:03.530 ⇒ 00:15:05.949 Amber Lin: And then, when they’re not here.
119 00:15:06.310 ⇒ 00:15:18.750 YvetteRuiz: I’m sure I’m simplifying it, but if I have the list, you know, Steven’s gone, I go in and uncheck him, and that’s… it inactivates him, so then that way he’s already wiped out of there. I don’t know.
120 00:15:19.060 ⇒ 00:15:28.459 Amber Lin: The team will figure it out, they know the… how the different tables are linked together, so I do think it’s possible, if not just, like, multiple steps and make it happen.
121 00:15:28.900 ⇒ 00:15:38.039 Amber Lin: Yeah. That’s all the updates on my side. I… I know, Steven, you and Matt are still deciding on the finance jewel side of…
122 00:15:38.040 ⇒ 00:15:49.399 Amber Lin: If we want to expand the scope and do the new UI, do you know what’s the timeframe we should expect for that decision? Because right now, we’re pausing a few, works on…
123 00:15:49.640 ⇒ 00:15:58.909 Amber Lin: that’s not currently in scope. And if we know a timeline, we can start preparing and start putting the right people in the right place.
124 00:15:59.310 ⇒ 00:16:01.599 Steven: Yeah, Yvette, maybe we can…
125 00:16:02.060 ⇒ 00:16:09.819 Steven: I know he’ll be here tomorrow, I don’t know if he’s staying all day tomorrow, but either tomorrow, and if not tomorrow, then early next week, me, Yvette, and Matt probably have a quick meeting about that.
126 00:16:09.820 ⇒ 00:16:10.410 Amber Lin: And also…
127 00:16:10.410 ⇒ 00:16:13.429 Steven: the… I don’t know, did you talk to him about the call source deal yesterday?
128 00:16:13.740 ⇒ 00:16:21.490 YvetteRuiz: No, we solely had one thing that we talked about yesterday, so we didn’t even go into anything yesterday, actually.
129 00:16:21.490 ⇒ 00:16:32.580 Steven: Yeah, maybe we can pin him down tomorrow, or if not, we’ll meet early next week, talk about the UI, and the… kind of the call source piece, and if we want to switch that, great for us. So, yeah, hopefully within a week, I think we can…
130 00:16:32.580 ⇒ 00:16:36.889 Amber Lin: Awesome, okay, so I’ll just, I’ll just check in again next time we meet next Thursday.
131 00:16:37.420 ⇒ 00:16:43.809 Amber Lin: Awesome. That is all from me. Any concerns from you guys I should note down?
132 00:16:45.650 ⇒ 00:16:51.759 YvetteRuiz: I don’t… I don’t think so. The Paylocity link, did you guys get that?
133 00:16:51.760 ⇒ 00:16:54.430 Amber Lin: Yeah, I got it. The team is making the change.
134 00:16:54.670 ⇒ 00:16:56.010 YvetteRuiz: Okay, okay.
135 00:16:56.150 ⇒ 00:17:16.210 YvetteRuiz: Other than that, I don’t think so. I mean, now it’s just, you know, I’m going to be scheduling some meetings with Steven, just to go meet with the leaders that already met with the key people. There was some, you know, interesting feedback, some good feedback, and then, of course, I have a meeting scheduled with another group, just to kind of get
136 00:17:16.290 ⇒ 00:17:18.809 YvetteRuiz: Another layer of feedback from them,
137 00:17:19.609 ⇒ 00:17:21.399 YvetteRuiz: But other than that, nope.
138 00:17:21.400 ⇒ 00:17:22.010 Amber Lin: Yep.
139 00:17:22.560 ⇒ 00:17:23.440 Amber Lin: Okay.
140 00:17:23.980 ⇒ 00:17:24.599 Amber Lin: Sounds good.
141 00:17:24.609 ⇒ 00:17:28.469 YvetteRuiz: And I finally got my testimonial video recording done.
142 00:17:28.470 ⇒ 00:17:29.160 Amber Lin: Yay!
143 00:17:30.010 ⇒ 00:17:33.299 Uttam Kumaran: Thank you, that was so helpful. I really, really appreciate it.
144 00:17:33.300 ⇒ 00:17:36.650 YvetteRuiz: You’re welcome, Mutum.
145 00:17:38.400 ⇒ 00:17:41.230 Amber Lin: Great. Thanks, everybody. I’ll see you next week, then.
146 00:17:41.450 ⇒ 00:17:43.829 JanieceGarcia: Alrighty, guys, bye, y’all take care. Bye!
147 00:17:43.830 ⇒ 00:17:44.270 Amber Lin: Bye!
148 00:17:44.270 ⇒ 00:17:44.930 Uttam Kumaran: I…