Meeting Title: ABC | Weekly KPI Review Date: 2025-11-10 Meeting participants: read.ai meeting notes, JanieceGarcia, Amber Lin, YvetteRuiz


WEBVTT

1 00:02:01.550 00:02:02.970 Amber Lin: Hello!

2 00:02:29.810 00:02:32.510 Amber Lin: Hi, Janice, do you know if you have us joining today?

3 00:02:33.940 00:02:37.500 JanieceGarcia: I’m not sure, to be honest.

4 00:02:39.120 00:02:40.760 JanieceGarcia: I know she’s here.

5 00:02:41.360 00:02:44.430 JanieceGarcia: But we are getting ready for a manager’s retreat, too, so…

6 00:02:44.430 00:02:45.589 Amber Lin: Oh, cool, okay.

7 00:02:45.730 00:02:55.470 Amber Lin: I… let me see… I have a few things, and then, like, we can confirm with her async as well. Let me just pull them up real quick.

8 00:02:56.940 00:02:58.030 Amber Lin: Mmm…

9 00:03:03.950 00:03:04.490 JanieceGarcia: Yes.

10 00:03:05.550 00:03:07.820 JanieceGarcia: Now I need to work on that sheet.

11 00:03:09.800 00:03:10.889 Amber Lin: Yeah, I think…

12 00:03:11.040 00:03:27.769 Amber Lin: I have the to-dos on our side, so… and I think the to-dos on your side, you sent in Friday’s email. So, I have 3 things over here. So, one is the weekly update. I have a draft, so I’ll just confirm with you right here, and then

13 00:03:27.770 00:03:32.210 Amber Lin: I’ll have Casey send it in a bit. And then…

14 00:03:32.450 00:03:48.500 Amber Lin: For this week, we’re gonna generate the list of daily messages, and then we’ll have you review, so probably from now until the end of year, and then we’ll have the dates on… that we plan to send, and then we can change it for any holidays, and then what we want to…

15 00:03:48.720 00:03:53.160 Amber Lin: what we want to do. So I’ll just generate a list, and then I’ll send it to you for review.

16 00:03:53.270 00:03:58.979 Amber Lin: And then… then it’s the follow-ups that we also talked about in the meeting.

17 00:03:59.910 00:04:02.710 Amber Lin: So that’s the main three things that I have here.

18 00:04:03.740 00:04:05.089 Amber Lin: Oh, hi, Yvette.

19 00:04:05.510 00:04:06.450 YvetteRuiz: Hello!

20 00:04:06.780 00:04:13.580 Amber Lin: Hi! Where are you? I’m good. Did you catch the first part that I was running through, or to-dos this week?

21 00:04:13.580 00:04:15.690 YvetteRuiz: No.

22 00:04:15.690 00:04:16.230 Amber Lin: No, that’s okay.

23 00:04:16.230 00:04:18.139 YvetteRuiz: And I caught the end of it, but…

24 00:04:18.140 00:04:27.999 Amber Lin: Yeah. So I’m saying the first one is I want to confirm the weekly invite, a weekly update that we’re gonna send. I have a draft, so I’m just gonna confirm that with you guys.

25 00:04:28.000 00:04:38.420 Amber Lin: And then this week, we will generate the list of daily messages for you guys to confirm, and work on the follow-up questions, especially with the attributes.

26 00:04:41.240 00:04:56.809 YvetteRuiz: Okay, I… I just responded this morning on the weekly update things. I don’t know if I kind of just shared some of my feedback on there, just so you know. I just… I was actually just working on it right now. And what was the second thing?

27 00:04:57.250 00:05:01.190 Amber Lin: The follow-up questions for the… No, I got that.

28 00:05:01.190 00:05:02.680 YvetteRuiz: There’s a weekly update.

29 00:05:02.680 00:05:03.350 Amber Lin: Yeah.

30 00:05:03.350 00:05:05.129 YvetteRuiz: And then, what was the second one?

31 00:05:05.130 00:05:11.419 Amber Lin: I’m gonna generate the daily updates from now to the end of year, and then you guys can review it.

32 00:05:11.420 00:05:12.409 YvetteRuiz: Gotcha, okay.

33 00:05:12.410 00:05:13.520 Amber Lin: Whatever we need.

34 00:05:14.130 00:05:24.729 YvetteRuiz: Okay. Yeah, if you can just kind of review what I shared, because what I did is I went ahead and I incorporated core values, core behaviors, birthdays, anniversaries, oh, by

35 00:05:25.100 00:05:27.770 YvetteRuiz: So I just kind of did a mixture of some stuff.

36 00:05:27.770 00:05:35.059 Amber Lin: Okay, that would be great, because that will help us find what we want to add in, when we generate it.

37 00:05:35.580 00:05:36.570 YvetteRuiz: Okay, cool.

38 00:05:36.570 00:05:37.110 Amber Lin: Yeah.

39 00:05:38.280 00:05:46.090 Amber Lin: Awesome. So… Here is the weekly update that I drafted.

40 00:05:47.120 00:05:56.600 Amber Lin: So, I have on top the usage, and then I have a quick overview of What’s new?

41 00:05:56.780 00:06:00.119 Amber Lin: And then, what’s coming up?

42 00:06:00.900 00:06:15.950 Amber Lin: So, daily messages, weekly, that we’re listing all the services, and then we’ll start. Annie will soon have follow-ups. Then I included the update about the price minimums.

43 00:06:16.300 00:06:20.589 Amber Lin: So, I have that, and then I have triage highlights.

44 00:06:20.750 00:06:23.440 Amber Lin: So, 3… Things that we’re working on.

45 00:06:23.700 00:06:29.420 YvetteRuiz: Love it, love it, love it, love it. I love that. That, and incorporate it with the daily reminders, or…

46 00:06:30.110 00:06:32.740 YvetteRuiz: That, that’s gonna be very cool.

47 00:06:32.740 00:06:35.520 Amber Lin: Awesome, so if this is good, I’ll tag Casey and let him.

48 00:06:35.520 00:06:36.000 YvetteRuiz: Yes.

49 00:06:36.000 00:06:36.730 Amber Lin: We’re good to send.

50 00:06:36.730 00:06:40.550 JanieceGarcia: Wait, on the minimums, you have 425 floor?

51 00:06:41.420 00:06:42.510 Amber Lin: No more.

52 00:06:46.100 00:06:51.339 Amber Lin: Right, cause we don’t quote that… There will be no…

53 00:06:51.340 00:06:54.119 YvetteRuiz: But on the top, it says floor.

54 00:06:54.120 00:06:54.980 JanieceGarcia: lower.

55 00:06:55.420 00:06:57.990 JanieceGarcia: It says no 425 floor.

56 00:06:59.660 00:07:04.410 Amber Lin: Oh, that means minimum. We can change… we can change that.

57 00:07:05.740 00:07:07.010 YvetteRuiz: Floor?

58 00:07:07.290 00:07:07.840 JanieceGarcia: Gotcha.

59 00:07:07.840 00:07:08.850 Amber Lin: Floor mem… meaning…

60 00:07:08.850 00:07:09.340 YvetteRuiz: Okay.

61 00:07:09.340 00:07:10.100 Amber Lin: Minimum.

62 00:07:11.850 00:07:15.210 YvetteRuiz: Gotcha, okay. I didn’t know that. I didn’t either.

63 00:07:15.320 00:07:16.460 JanieceGarcia: Had no idea.

64 00:07:18.350 00:07:32.220 JanieceGarcia: Amber, can I ask, and I love that too, can I ask on the database, because we have zip code updates that need to be done, do we know when that’s gonna be ready? Because I know when we were putting that stuff in.

65 00:07:32.220 00:07:32.750 Amber Lin: Oh, yeah.

66 00:07:32.750 00:07:34.910 JanieceGarcia: You and I met last week, it wasn’t working.

67 00:07:34.910 00:07:43.230 Amber Lin: Yeah, Casey, actually, I assigned it to you in client review. I… Casey… I asked Casey to do all the changes that we need.

68 00:07:43.310 00:08:01.470 Amber Lin: And then I also asked him to record videos for each of them, so I tag… I assigned this to you as in client review, and then here you can see the recordings, the video walkthroughs, all the forms are linked here, and then here, the zip code

69 00:08:01.540 00:08:06.809 Amber Lin: changes that so far I’ve seen, and then we can use that as testing.

70 00:08:07.520 00:08:08.210 JanieceGarcia: Okay.

71 00:08:08.530 00:08:10.320 JanieceGarcia: I did not see that in there, and I was like.

72 00:08:10.320 00:08:10.950 Amber Lin: That’s okay.

73 00:08:11.200 00:08:12.040 JanieceGarcia: Okay, perfect.

74 00:08:12.040 00:08:12.650 Amber Lin: Okay.

75 00:08:13.490 00:08:15.690 JanieceGarcia: Thank you!

76 00:08:15.690 00:08:19.965 Amber Lin: Awesome, let me see what else I have…

77 00:08:21.450 00:08:24.370 Amber Lin: Let me make sure, Yvette, that I got your message.

78 00:08:24.970 00:08:27.860 Amber Lin: Okay.

79 00:08:28.400 00:08:29.620 Amber Lin: I see it.

80 00:08:32.330 00:08:34.959 Amber Lin: Great, let me put that in…

81 00:08:37.650 00:08:44.690 Amber Lin: Oh, do we also… oh, we should also send on weekends. I see, I forgot about that, because we have a weekend crew.

82 00:08:48.850 00:08:50.379 YvetteRuiz: Except for Sunday, sorry.

83 00:08:50.380 00:08:52.900 Amber Lin: Yeah, let’s see…

84 00:09:00.140 00:09:04.479 YvetteRuiz: Actually, I lied, we do have… now we will, with the after-hour IRSA.

85 00:09:04.480 00:09:07.990 Amber Lin: Mmm, okay, so then we need to just do every day.

86 00:09:09.010 00:09:09.710 Amber Lin: Okay.

87 00:09:14.520 00:09:15.260 Amber Lin: Cool.

88 00:09:20.890 00:09:25.909 YvetteRuiz: And I have the rest of the month. I mean, I can compile it all, I don’t know, like I said, how we want it…

89 00:09:26.580 00:09:28.829 YvetteRuiz: Where we wanted to store it, or…

90 00:09:29.050 00:09:37.300 Amber Lin: I’ll probably have it in a spreadsheet, so we can look at it per date that we’re gonna send.

91 00:09:37.650 00:09:55.200 Amber Lin: Looking at it right now, do you think it’s more helpful to do, like, core values and, like, theme tips or encouragements, or give them, like, facts nuggets of, did you know this, did you know that? Like, which one would be better?

92 00:09:55.550 00:09:57.249 YvetteRuiz: I think a combination.

93 00:09:57.480 00:09:58.240 JanieceGarcia: Okay.

94 00:09:58.240 00:10:00.669 Amber Lin: Okay, then we can mix it up, we’ll generate…

95 00:10:00.670 00:10:06.779 YvetteRuiz: Tips, anything that is super helpful. I just, like I said, I just spend this…

96 00:10:06.850 00:10:22.649 YvetteRuiz: kind of thinking of different… different things, because I know that we work so hard to try to put in our… our core values, how we can utilize that, what, what’s our why into our work, but helpful tips, all that stuff is good.

97 00:10:22.650 00:10:23.400 JanieceGarcia: All the time.

98 00:10:28.840 00:10:35.119 Amber Lin: Gotcha, okay. And then for team tips, where can I find that? Is that in the Central Doc?

99 00:10:36.610 00:10:39.490 Amber Lin: team tips? I mean, we can…

100 00:10:39.660 00:10:49.700 YvetteRuiz: I mean, we can come up with different things, I would say. I could just scrub every department and kind of get, something put together.

101 00:10:49.700 00:10:56.409 Amber Lin: Cool. And I… I think another question is, do you want different departments to get the same thing for now?

102 00:10:57.960 00:10:59.949 JanieceGarcia: I would do the same across the board.

103 00:10:59.950 00:11:03.770 Amber Lin: Okay, so you’ve been unlimited on the facts. Okay.

104 00:11:03.770 00:11:04.410 YvetteRuiz: Yeah.

105 00:11:04.770 00:11:08.639 Amber Lin: Okay, cool, so I’ll do more department generic things.

106 00:11:15.100 00:11:24.129 JanieceGarcia: Because we can even do, like, reminder, you know, at some point, reminder, all estimates for universal inspectors are 2 hours.

107 00:11:24.610 00:11:27.110 JanieceGarcia: You know, and just little things that we’re seeing.

108 00:11:27.620 00:11:29.030 JanieceGarcia: We can put that in there.

109 00:11:30.120 00:11:31.150 JanieceGarcia: To help out?

110 00:11:31.820 00:11:34.919 JanieceGarcia: Never know. Those are pretty cool, though. I like the updates.

111 00:11:36.710 00:11:37.620 Amber Lin: Cool.

112 00:11:38.290 00:11:53.919 Amber Lin: Awesome. That’s what I have for now. So for today, I’ll ask Casey to manually send, a daily update and a weekly update, and then once we confirm the roster, we’ll start sending it automatically.

113 00:11:55.890 00:11:57.390 YvetteRuiz: Okay, that works.

114 00:11:57.390 00:12:05.730 Amber Lin: Yeah, cool. Let’s see… so commercials and testing, and probably we’ll wait another week or two before we…

115 00:12:05.970 00:12:09.330 Amber Lin: Have them… All rolled out.

116 00:12:12.050 00:12:12.690 YvetteRuiz: Okay.

117 00:12:13.110 00:12:18.659 Amber Lin: Okay, cool. We’ll probably need to check in again to get more feedback before we…

118 00:12:18.660 00:12:24.040 YvetteRuiz: They… there was something that they put in their other chat, I can’t remember.

119 00:12:26.460 00:12:33.640 YvetteRuiz: And I need to keep redirecting them, because I know they come to me asking me, I’m like, put it in Andy, put it in Andy, put it in the chat.

120 00:12:34.210 00:12:36.510 YvetteRuiz: What did they put?

121 00:12:37.030 00:12:37.640 Amber Lin: Amazing.

122 00:12:37.640 00:12:42.520 YvetteRuiz: in here, they had said something… Commercial.

123 00:12:49.460 00:12:52.429 YvetteRuiz: Okay, I don’t know if anyone ever got back to them.

124 00:12:52.430 00:12:58.169 Amber Lin: Nope, they asked on Friday if they trap rabbits.

125 00:12:58.380 00:13:01.630 Amber Lin: Then they got different answers for two questions.

126 00:13:02.080 00:13:03.080 Amber Lin: Let’s see…

127 00:13:09.000 00:13:18.940 Amber Lin: Well, I think it gave different responses because… Let’s see…

128 00:13:18.940 00:13:20.080 YvetteRuiz: is commercial travel.

129 00:13:20.080 00:13:23.340 Amber Lin: I don’t know if we have it explicitly said.

130 00:13:33.550 00:13:35.800 YvetteRuiz: Oh, okay, what is it? What do we have?

131 00:13:36.840 00:13:39.109 Amber Lin: I need to check their central doc.

132 00:13:39.110 00:13:42.129 YvetteRuiz: Maybe we don’t have anything, it is just hallucinating.

133 00:13:42.130 00:13:49.809 Amber Lin: Yeah, most likely, because the first one, it definitely got from the best central doc. The second one.

134 00:13:49.980 00:13:55.869 Amber Lin: I don’t know. Like, it probably looked over everything and said, okay, yeah.

135 00:13:56.900 00:14:07.140 Amber Lin: So if we have it explicitly specified of we do or do not treat rabbits, like what we did for pests, I think the answer will be a lot clearer.

136 00:14:08.000 00:14:11.600 JanieceGarcia: Is that also… Because if it’s…

137 00:14:11.620 00:14:18.640 Amber Lin: say you have, and I’m not sure who was asking the questions, but, like, Justice, we’re not using for testing.

138 00:14:18.690 00:14:23.139 JanieceGarcia: So, if justice is trying to ask commercial questions.

139 00:14:23.440 00:14:28.950 JanieceGarcia: Would she be getting the right answers since she’s not actually opened up to commercial yet?

140 00:14:29.080 00:14:41.909 Amber Lin: I think she… she will, because, remember, we, like, enabled access to everything. Usually it routes pretty well, sometimes, like, I can… I can still check.

141 00:14:42.480 00:14:45.170 YvetteRuiz: I think she said in this instance it was Ellie and…

142 00:14:45.420 00:14:49.099 YvetteRuiz: Andrea, that were asking the question, but I was about to ask him in here…

143 00:14:49.550 00:14:54.810 YvetteRuiz: Where is their documentation on rabbits? I mean, what do… what is our… what’s our process for rabbits?

144 00:14:56.590 00:14:58.460 JanieceGarcia: Right, and I want to say they…

145 00:14:58.640 00:15:00.660 JanieceGarcia: Wood, but they need to put…

146 00:15:00.790 00:15:04.840 JanieceGarcia: it’s gonna be under wildlife at… but I’m not sure, 100%.

147 00:15:05.240 00:15:06.809 JanieceGarcia: On the rabbits for commercial.

148 00:15:09.080 00:15:11.350 YvetteRuiz: What about commercial, residential?

149 00:15:11.650 00:15:12.210 JanieceGarcia: No.

150 00:15:13.010 00:15:14.950 YvetteRuiz: We don’t do it in residential?

151 00:15:15.670 00:15:18.329 YvetteRuiz: And what is it spit out on the residential?

152 00:15:18.610 00:15:20.160 YvetteRuiz: It just says…

153 00:15:20.610 00:15:21.690 Amber Lin: I’m checking.

154 00:15:21.690 00:15:24.340 YvetteRuiz: I guess that’s where I’m kind of confused myself.

155 00:15:25.290 00:15:27.849 YvetteRuiz: Yes, the commercial department.

156 00:15:27.950 00:15:29.070 YvetteRuiz: Oopsie.

157 00:15:29.340 00:15:36.569 YvetteRuiz: I can blow it up. Yes, the commercial department does trap for rabbits. This service falls, so they do, so it says they do.

158 00:15:36.690 00:15:44.910 YvetteRuiz: And then the top one says, ABC does not specifically list rabbits under the general pest control service coverage.

159 00:15:46.950 00:15:52.430 YvetteRuiz: Which is valid, right? Under general pest control, which is residential, like, they shouldn’t be covering rabbits.

160 00:15:52.430 00:15:57.940 JanieceGarcia: You can’t say General Pest Control is residential, because General Pest Control is… it’s a program of ours.

161 00:15:57.940 00:15:58.645 Amber Lin: Oh…

162 00:15:59.520 00:16:04.940 YvetteRuiz: Yeah, and then on top of that, it says for rodents and wildlife management, ABC coverage.

163 00:16:04.940 00:16:15.680 Amber Lin: I see. I think we’re at the stage where we need very specific differentiations between residential covers this, commercial covers this, and it’s the same thing between departments, it’s like…

164 00:16:15.680 00:16:21.909 JanieceGarcia: I asked… I asked Andy, do we trap for rabbits on residential… in residential rodent?

165 00:16:22.080 00:16:36.289 JanieceGarcia: And Andy replied back, we do not cover trapping for rabbits under Residential Rodent Management Program. The coverage for rodents slash wildlife under R&P includes, and then it lists them, for any other wildlife, including rabbits.

166 00:16:36.360 00:16:42.230 JanieceGarcia: Mmm, this is… a field inspector must be scheduled out to the home for additional charge.

167 00:16:43.090 00:16:43.550 Amber Lin: Hmm.

168 00:16:43.550 00:16:54.070 YvetteRuiz: I think that… for me, if we ask that question, again, follow-up questions, is this commercial, is this residential, if there’s a difference.

169 00:16:54.700 00:16:58.400 YvetteRuiz: And then, what specifically is the protocol for that?

170 00:17:01.100 00:17:03.199 YvetteRuiz: So, how are we gonna fix this?

171 00:17:03.530 00:17:16.419 YvetteRuiz: You’re gonna have to go back, and we’re gonna have to get confirmation. Do we… do we on commercial? Do we on residential? And then, Amber, I would think that we would come back and let you know there needs to be a follow-up question. Is this residential? Is this commercial?

172 00:17:16.420 00:17:23.060 Amber Lin: I see. Cool. Okay, let me… add that, because that will be important, too.

173 00:17:23.230 00:17:26.100 Amber Lin: Just add it to the follow-up request.

174 00:17:29.740 00:17:33.009 JanieceGarcia: And that’s where these follow-up questions are really going to be helpful for us.

175 00:17:46.510 00:17:51.759 Amber Lin: Cool. I got everything listed down. Anything else that I should take note of?

176 00:17:53.920 00:17:56.339 YvetteRuiz: No, that was the only thing I saw that. I just…

177 00:17:56.930 00:18:00.580 YvetteRuiz: It worries me when we don’t get any response back on these things.

178 00:18:02.800 00:18:05.379 Amber Lin: You mean from… from me, or…

179 00:18:05.380 00:18:18.459 YvetteRuiz: Like, on the… no, no, no, no, on the… whoever’s on the chat, on the… those chats right there, because it was… it was kind of just… we asked the question on Friday afternoon, and we didn’t hear anything. Friday aft… Friday morning, and we never heard anything back.

180 00:18:18.780 00:18:20.330 Amber Lin: I see, I see.

181 00:18:21.620 00:18:23.279 YvetteRuiz: I’m redirecting them, because they did come

182 00:18:23.640 00:18:34.799 YvetteRuiz: saying, they told me on the side, hey, we did this. I’m just like, well, you need to make sure that you’re doing your part, and that is thumbs down, thumbs down, or go in here and ask the questions in here, so then that way we can get it.

183 00:18:35.460 00:18:43.410 YvetteRuiz: Yeah, sounds good. If they send in triage questions, because I’m in there all the time, I can see that faster.

184 00:18:43.410 00:18:52.989 Amber Lin: And then if they send a message in the chat, sometimes the notification doesn’t go on, so I manually… I go there, like, every day to check.

185 00:18:53.160 00:18:57.609 Amber Lin: So sometimes it just goes… I miss it, but I’ll try to check more often.

186 00:18:57.980 00:19:02.209 YvetteRuiz: Okay, so… better doing it on the where?

187 00:19:02.740 00:19:05.330 Amber Lin: Check in Lanier for the ticket. Yeah, just send me.

188 00:19:05.330 00:19:08.829 YvetteRuiz: But has Haley and Andrea been trained on that yet?

189 00:19:09.080 00:19:09.620 JanieceGarcia: -

190 00:19:09.620 00:19:12.110 YvetteRuiz: They’re just at the starting point, so they wouldn’t even know.

191 00:19:12.110 00:19:13.380 Amber Lin: them.

192 00:19:13.380 00:19:16.420 JanieceGarcia: They’re not in the triage stuff. Oh, okay.

193 00:19:16.420 00:19:20.029 Amber Lin: Gosh, that’s a… that’s a very good point. Let’s add them.

194 00:19:20.130 00:19:22.739 Amber Lin: Do I add both of them, or just one of them?

195 00:19:23.000 00:19:25.560 YvetteRuiz: No, both of them would have to be added.

196 00:19:26.280 00:19:35.019 YvetteRuiz: And then we’re gonna have to train them on how to do that. Because we’ll do… we’ll take care of it on our end, I just need to make sure that we’re all…

197 00:19:35.180 00:19:36.629 YvetteRuiz: On the same page.

198 00:19:37.440 00:19:38.090 Amber Lin: Cool.

199 00:19:38.300 00:19:39.999 JanieceGarcia: Okay, let me…

200 00:19:41.560 00:19:44.110 Amber Lin: And Andrea and Haley.

201 00:20:22.510 00:20:27.720 Amber Lin: Cool, I’ve invited both of them, so… Should be good.

202 00:20:28.680 00:20:29.240 JanieceGarcia: M?

203 00:20:30.170 00:20:34.180 JanieceGarcia: I’ll get with Haley first thing, so that way anything that comes through.

204 00:20:34.640 00:20:35.380 YvetteRuiz: Okay.

205 00:20:35.530 00:20:36.509 JanieceGarcia: She helps me.

206 00:20:38.990 00:20:39.860 Amber Lin: Okay.

207 00:20:40.490 00:20:41.760 YvetteRuiz: Sounds good!

208 00:20:41.890 00:20:46.179 YvetteRuiz: And I’ll work on the tips and tricks stuff, and Amber. Awesome. Okay?

209 00:20:46.530 00:20:46.960 Amber Lin: Sounds good.

210 00:20:46.960 00:20:47.620 YvetteRuiz: Brady!

211 00:20:47.620 00:20:49.789 Amber Lin: Okay, alright, perfect. Thank you.

212 00:20:50.090 00:20:51.860 YvetteRuiz: Alright, have a good one. Bye.