Meeting Title: ABC | Weekly KPI Review Date: 2025-11-18 Meeting participants: Amber Lin, JanieceGarcia, read.ai meeting notes, YvetteRuiz
WEBVTT
1 00:00:18.200 ⇒ 00:00:19.430 Amber Lin: Hi, Janiece.
2 00:00:19.840 ⇒ 00:00:20.730 JanieceGarcia: Bye!
3 00:00:22.340 ⇒ 00:00:23.470 Amber Lin: Super busy.
4 00:00:23.840 ⇒ 00:00:24.850 JanieceGarcia: Oh, yeah.
5 00:00:26.490 ⇒ 00:00:27.969 Amber Lin: We can keep it short.
6 00:00:33.510 ⇒ 00:00:47.900 Amber Lin: Let’s see. Main thing is that Casey is generating a list of daily messages. It’s taking a little bit longer, because we want to generate till end of year. So once he does that, I’ll send you that, and we can review together.
7 00:00:49.700 ⇒ 00:00:50.430 JanieceGarcia: Okay.
8 00:00:51.100 ⇒ 00:00:58.900 Amber Lin: Let me check… Triage issues…
9 00:00:59.520 ⇒ 00:01:04.470 JanieceGarcia: I’m trying to go through some of the triage, but also noticed…
10 00:01:04.849 ⇒ 00:01:08.130 JanieceGarcia: Today, and I had sent,
11 00:01:08.960 ⇒ 00:01:11.570 JanieceGarcia: Because there’s errors coming back on Andy.
12 00:01:12.970 ⇒ 00:01:13.470 Amber Lin: Oh, wow.
13 00:01:13.470 ⇒ 00:01:15.089 JanieceGarcia: We’re not getting any answers.
14 00:01:15.090 ⇒ 00:01:22.059 Amber Lin: Gotcha, okay, that… let me, I can escalate immediately those things, I can have them checked.
15 00:01:24.550 ⇒ 00:01:27.950 JanieceGarcia: I’ve seen it, I’ve done it, let me see…
16 00:01:27.950 ⇒ 00:01:31.870 Amber Lin: Can you send me a few screenshots, or if it’s in the group chat anywhere?
17 00:01:32.130 ⇒ 00:01:34.630 JanieceGarcia: It’s in two of our group chats.
18 00:01:34.630 ⇒ 00:01:37.120 Amber Lin: Whoa, okay, great, let me go grab that.
19 00:01:37.910 ⇒ 00:01:46.090 JanieceGarcia: Yeah, and I’ve gotten… I’ve gotten two errors today. Shannon put it in a group chat already as well, our group chat request one.
20 00:01:47.270 ⇒ 00:01:51.470 Amber Lin: Okay, let me go see… Okay.
21 00:01:58.300 ⇒ 00:02:02.770 Amber Lin: Great. I tagged Casey, so I’ll update you once it’s resolved.
22 00:02:03.610 ⇒ 00:02:04.270 JanieceGarcia: Okay.
23 00:02:04.480 ⇒ 00:02:05.140 Amber Lin: Cool.
24 00:02:17.890 ⇒ 00:02:18.610 Amber Lin: Hmm.
25 00:02:18.880 ⇒ 00:02:19.910 YvetteRuiz: Hello!
26 00:02:20.880 ⇒ 00:02:21.630 JanieceGarcia: Bye, babe.
27 00:02:21.630 ⇒ 00:02:22.170 Amber Lin: Adam?
28 00:02:25.460 ⇒ 00:02:34.350 Amber Lin: Eva, let me pull the monthly usage data and send it to you. How many months do you want it? Do you just want October?
29 00:02:39.780 ⇒ 00:02:40.680 YvetteRuiz: What is that?
30 00:02:40.940 ⇒ 00:02:49.630 Amber Lin: Hello, I saw your message last week, you wanted the usage data. Do you want October, or how many months would you like?
31 00:02:50.140 ⇒ 00:02:56.129 YvetteRuiz: Let’s see here. What do you think, Denise? Should we go back, like, 2 months? Because I want to… I want to be able to have this data when we meet.
32 00:02:56.750 ⇒ 00:02:57.670 YvetteRuiz: Tomorrow?
33 00:02:57.670 ⇒ 00:02:58.100 JanieceGarcia: tomorrow?
34 00:02:58.130 ⇒ 00:03:00.730 YvetteRuiz: What are we with our training?
35 00:03:00.730 ⇒ 00:03:01.070 JanieceGarcia: Thursday.
36 00:03:01.070 ⇒ 00:03:08.079 YvetteRuiz: with our trainer to show them, because I’m going to, start doing this on a regular basis, showing them the.
37 00:03:08.080 ⇒ 00:03:08.670 Amber Lin: usage.
38 00:03:08.670 ⇒ 00:03:17.520 YvetteRuiz: And put it in their KPIs. So, I guess if you could give me two months’ worth of data, that would be great, Amber. Okay.
39 00:03:17.520 ⇒ 00:03:20.200 Amber Lin: I’ll try to… Hmm.
40 00:03:20.590 ⇒ 00:03:23.940 Amber Lin: I can also include November. Let me try and…
41 00:03:23.940 ⇒ 00:03:27.699 YvetteRuiz: Oh, yeah, that’ll be great, if you can do the 2 months, and then where we’re at as of November.
42 00:03:28.220 ⇒ 00:03:32.649 JanieceGarcia: Yep, because that’s already a good two and a half weeks by the time we meet with them.
43 00:03:32.650 ⇒ 00:03:37.020 YvetteRuiz: Yeah, it’ll kind of let them see where we’re sitting at.
44 00:03:39.900 ⇒ 00:03:40.620 Amber Lin: Okay.
45 00:03:40.820 ⇒ 00:03:54.499 Amber Lin: Let me just share with you before I send it. So this is what it looks like. So, it will have the total, so over the period of September 1st through November 18th, what’s the total?
46 00:03:54.510 ⇒ 00:04:03.739 Amber Lin: September, we had 1.9K total, we had 1.8K total in October, and then November, we’re more than halfway through, we have 881.
47 00:04:04.040 ⇒ 00:04:10.630 Amber Lin: So then you can see… Let’s see… Let me order by…
48 00:04:11.120 ⇒ 00:04:13.919 Amber Lin: Right now, this is just ordered by usage.
49 00:04:14.070 ⇒ 00:04:18.859 Amber Lin: Who’s the highest usage? Would you like to see, ordered by difference?
50 00:04:19.779 ⇒ 00:04:32.390 YvetteRuiz: Let’s see… exchanges, Lauren… okay, and then the percentage, if they’re up or down, and then the total exchanges… I’m sorry, tell me again what that is, that’s the exchanges with…
51 00:04:32.390 ⇒ 00:04:36.149 Amber Lin: Yeah, this is how many conversations they’ve had with Andy.
52 00:04:36.150 ⇒ 00:04:40.680 YvetteRuiz: Okay, and what was the… what are the other options that we can break down?
53 00:04:40.680 ⇒ 00:04:43.320 Amber Lin: How many conversations do you’ve had?
54 00:04:43.890 ⇒ 00:04:46.900 Amber Lin: Compared to the previous month, or previous month?
55 00:04:47.760 ⇒ 00:04:58.350 Amber Lin: So here you can see, this is the difference… let’s see… Difference from comparing to…
56 00:04:59.870 ⇒ 00:05:02.010 JanieceGarcia: Oh, that was… Previous?
57 00:05:02.010 ⇒ 00:05:06.669 Amber Lin: This only compares to, like, a certain period, and that’s not correct.
58 00:05:07.460 ⇒ 00:05:10.659 YvetteRuiz: Yeah, I want month to month. Overall comparison.
59 00:05:11.100 ⇒ 00:05:12.360 Amber Lin: Let me see…
60 00:05:17.510 ⇒ 00:05:18.440 Amber Lin: Mmm…
61 00:05:19.660 ⇒ 00:05:25.069 JanieceGarcia: What if we do October, comparing it to November… to, September?
62 00:05:25.750 ⇒ 00:05:27.230 Amber Lin: Language…
63 00:05:27.230 ⇒ 00:05:30.760 JanieceGarcia: It would give us the 2 months total exchange, right?
64 00:05:31.320 ⇒ 00:05:34.879 JanieceGarcia: Because then, if you’re comparing it from June
65 00:05:35.940 ⇒ 00:05:42.770 JanieceGarcia: Like, earlier than that, then it won’t have real data, since we didn’t have everybody in there until…
66 00:05:42.770 ⇒ 00:05:50.629 YvetteRuiz: I only wanted for that short bid, because I think we just… we just onboarded everybody, kind of, during that time.
67 00:05:50.630 ⇒ 00:05:56.185 Amber Lin: Cool. So, let me see… Mmm…
68 00:05:57.390 ⇒ 00:05:59.520 JanieceGarcia: So, comparing it month to month, like that.
69 00:05:59.690 ⇒ 00:06:09.579 JanieceGarcia: So that tells… that tells her what she has, like, what the total exchanges are for September, what it was for October, what it’s already been for November, and where they’re at.
70 00:06:09.960 ⇒ 00:06:13.089 JanieceGarcia: But it doesn’t show, like, a difference, are they up or down?
71 00:06:13.130 ⇒ 00:06:17.629 Amber Lin: Cool, let me… I can make that real quick.
72 00:06:17.840 ⇒ 00:06:21.250 Amber Lin: So, give me one sec, I can pull the data together.
73 00:06:22.470 ⇒ 00:06:24.860 Amber Lin: File upload…
74 00:06:25.750 ⇒ 00:06:33.139 JanieceGarcia: And I did ask her Yvette, while she’s doing that, I did, first thing I asked about was the error message that we’re getting this morning.
75 00:06:33.140 ⇒ 00:06:48.100 Amber Lin: I’ve sent it to Casey, so he’s looking at that right now. And then I asked him where are we at with the, like, the list of messages. He said it’s taking a little bit longer because it’s… it’s… there’s a lot we want to generate.
76 00:06:50.800 ⇒ 00:06:54.170 Amber Lin: Okay, cool. So, I will create…
77 00:06:58.990 ⇒ 00:07:01.210 Amber Lin: So this would just be…
78 00:07:05.790 ⇒ 00:07:07.590 Amber Lin: So this is the differences.
79 00:07:12.610 ⇒ 00:07:14.209 Amber Lin: This is September.
80 00:07:14.380 ⇒ 00:07:15.840 Amber Lin: This is October.
81 00:07:16.120 ⇒ 00:07:19.769 Amber Lin: Let me make another difference here.
82 00:07:29.610 ⇒ 00:07:30.710 Amber Lin: Is this good?
83 00:07:34.310 ⇒ 00:07:35.040 YvetteRuiz: Huh.
84 00:07:35.180 ⇒ 00:07:39.530 Amber Lin: So we have September usage… Your username…
85 00:07:39.530 ⇒ 00:07:44.559 YvetteRuiz: Okay, I was wondering why the top one was weird, but that’s… okay, somebody didn’t… okay.
86 00:07:44.900 ⇒ 00:07:45.760 YvetteRuiz: Got it.
87 00:07:46.270 ⇒ 00:07:52.510 YvetteRuiz: Yeah, no… usage… Difference. October. Difference.
88 00:07:52.720 ⇒ 00:07:54.659 YvetteRuiz: Yeah, yeah, I think that’s good.
89 00:07:55.720 ⇒ 00:07:56.460 Amber Lin: Cool.
90 00:07:57.160 ⇒ 00:08:00.490 Amber Lin: Yeah, and let me…
91 00:08:01.630 ⇒ 00:08:06.480 Amber Lin: So I think this way we can just focus on who declined in the last month.
92 00:08:06.500 ⇒ 00:08:08.840 JanieceGarcia: Yep. And then let me…
93 00:08:09.900 ⇒ 00:08:12.360 Amber Lin: Do a special color coding.
94 00:08:13.940 ⇒ 00:08:27.250 Amber Lin: Let’s see… So, if they are less than… Zero, I’ll do… That way, you can see…
95 00:08:32.130 ⇒ 00:08:37.790 Amber Lin: Yeah, this way you can see who has decline in usage.
96 00:08:38.049 ⇒ 00:08:39.210 Amber Lin: And…
97 00:08:39.350 ⇒ 00:08:46.070 Amber Lin: let me say convert to table. So this way, you can also go here and say, I want to sort…
98 00:08:46.350 ⇒ 00:08:51.629 Amber Lin: Lowest to biggest, so you’ll see who… Who decreases…
99 00:08:51.630 ⇒ 00:08:52.960 YvetteRuiz: So, it’s very clean, love it.
100 00:08:52.960 ⇒ 00:08:55.130 Amber Lin: Who decreased the most?
101 00:08:55.440 ⇒ 00:09:06.790 Amber Lin: And then… Let’s see… I can also probably give you zero usage?
102 00:09:07.830 ⇒ 00:09:14.789 Amber Lin: But these people with blanks, I just don’t think we have uses, but I know there are different roles. And I…
103 00:09:14.890 ⇒ 00:09:18.450 Amber Lin: Only… Copy this link.
104 00:09:19.570 ⇒ 00:09:22.620 Amber Lin: And then I’ll share it in our chat.
105 00:09:25.040 ⇒ 00:09:30.460 Amber Lin: And… Let me also share it in our chat together on Google.
106 00:09:31.910 ⇒ 00:09:35.820 JanieceGarcia: which is also where I put the error screenshot for you.
107 00:09:36.090 ⇒ 00:09:36.840 Amber Lin: Awesome.
108 00:09:42.460 ⇒ 00:09:43.130 Amber Lin: Cool.
109 00:09:43.520 ⇒ 00:09:45.830 Amber Lin: Let me know if you have access.
110 00:09:46.430 ⇒ 00:09:46.915 Amber Lin: Food…
111 00:09:50.210 ⇒ 00:09:52.239 YvetteRuiz: Can you put it in the… there it goes.
112 00:09:53.590 ⇒ 00:10:01.740 Amber Lin: I’m gonna put request access. I just sent requesting access. Oh, okay. I checked, Denise, you should also have access. Great.
113 00:10:01.740 ⇒ 00:10:02.500 JanieceGarcia: I do.
114 00:10:02.500 ⇒ 00:10:03.840 Amber Lin: as usage.
115 00:10:05.910 ⇒ 00:10:07.279 YvetteRuiz: Yep, I got it.
116 00:10:08.810 ⇒ 00:10:14.160 YvetteRuiz: Alrighty, so… October… September, October.
117 00:10:18.770 ⇒ 00:10:26.440 YvetteRuiz: Yeah, and so once we put roles in here, because what I would like to do is maybe group them.
118 00:10:27.150 ⇒ 00:10:37.250 YvetteRuiz: I want to be able to group them by division, because I know role is important too, but also division, because that would be an overall. I can… I can…
119 00:10:37.600 ⇒ 00:10:41.010 YvetteRuiz: So how… what’s the best way to do that, Amber?
120 00:10:41.660 ⇒ 00:10:48.349 YvetteRuiz: Do we already have something like that set up, like, for Pest Home, like, their employees, or do I need to share a list? What’s the…
121 00:10:48.350 ⇒ 00:10:55.270 Amber Lin: So currently, let me pull that up. We currently have something that labels people by their department, and.
122 00:10:55.270 ⇒ 00:10:55.760 YvetteRuiz: Okay.
123 00:10:55.760 ⇒ 00:11:00.070 Amber Lin: if they overflow, I don’t think we have…
124 00:11:00.120 ⇒ 00:11:17.199 Amber Lin: primary, but I don’t think we have the managers, or if they’re from this batch, I don’t think we labeled that yet. Let me pull up that sheet, and that probably just takes 20-30 minutes together, and we’ll label them together.
125 00:11:17.280 ⇒ 00:11:19.890 Amber Lin: Let me find that…
126 00:11:23.450 ⇒ 00:11:24.220 Amber Lin: Yes.
127 00:11:28.150 ⇒ 00:11:30.400 YvetteRuiz: Yeah, because, let’s see here what we got.
128 00:11:30.400 ⇒ 00:11:34.200 Amber Lin: Yeah, so here we have… department?
129 00:11:34.590 ⇒ 00:11:39.019 Amber Lin: I also said, can we mark?
130 00:11:39.120 ⇒ 00:11:41.000 Amber Lin: I don’t know if this is correct.
131 00:11:42.690 ⇒ 00:11:48.079 Amber Lin: And then, so… I marked Trainer just so that they can get access to everything.
132 00:11:48.210 ⇒ 00:11:51.459 YvetteRuiz: Gotcha, okay, that makes sense.
133 00:11:53.300 ⇒ 00:11:57.829 Amber Lin: All access, yep. Yeah, but now this, this doesn’t really matter.
134 00:11:58.040 ⇒ 00:11:59.560 Amber Lin: So…
135 00:12:00.760 ⇒ 00:12:01.919 YvetteRuiz: Can’t… okay.
136 00:12:03.230 ⇒ 00:12:04.240 Amber Lin: division.
137 00:12:04.240 ⇒ 00:12:10.129 YvetteRuiz: Okay, this is department. Okay, so the… the one on the left, the first right there, is their primary.
138 00:12:10.500 ⇒ 00:12:12.610 YvetteRuiz: Right? Right? Is that correct?
139 00:12:12.610 ⇒ 00:12:14.280 Amber Lin: I…
140 00:12:14.810 ⇒ 00:12:19.430 YvetteRuiz: I can go through it, if you want to share it with me. Yeah, if you want to share it with me, I can go through it.
141 00:12:19.430 ⇒ 00:12:35.010 Amber Lin: Yeah, okay, I can share with you. And then, so this has, like, mechanical, welcome… I was thinking, should… is dispatch also part of the department as its welcome team, or is that, like, a separate, non-CSR department?
142 00:12:35.010 ⇒ 00:12:47.339 YvetteRuiz: It’s under the mechanical division, but they are… they do separate things. The customer service is the mechanical, and the dispatch is the dispatchers that do all the dispatching. But it falls under the mechanical.
143 00:12:47.660 ⇒ 00:12:49.100 YvetteRuiz: I see. Windows.
144 00:12:49.630 ⇒ 00:12:56.780 Amber Lin: I can have, let’s say, primary department… .
145 00:12:57.540 ⇒ 00:12:58.590 JanieceGarcia: over close.
146 00:13:00.630 ⇒ 00:13:02.120 YvetteRuiz: Yeah. You know?
147 00:13:02.410 ⇒ 00:13:10.989 Amber Lin: If we’re… we… for, like, evaluation purposes, we probably only need this column so that we put them in.
148 00:13:11.500 ⇒ 00:13:17.190 Amber Lin: But we can also have this if you need. And then let me create a column called…
149 00:13:17.420 ⇒ 00:13:19.870 Amber Lin: Should I do roll?
150 00:13:20.430 ⇒ 00:13:22.810 Amber Lin: Like, if they’re a manager, if they’re…
151 00:13:25.680 ⇒ 00:13:27.160 JanieceGarcia: Admin or not?
152 00:13:27.160 ⇒ 00:13:27.970 Amber Lin: Okay.
153 00:13:27.970 ⇒ 00:13:33.530 YvetteRuiz: Yeah, yeah, let’s go ahead and put that right there. Okay, so… Yeah, you could put manager…
154 00:13:33.530 ⇒ 00:13:34.500 Amber Lin: That’s true.
155 00:13:34.710 ⇒ 00:13:36.789 YvetteRuiz: admin…
156 00:13:37.790 ⇒ 00:13:39.150 YvetteRuiz: And then CSR.
157 00:13:39.150 ⇒ 00:13:39.910 JanieceGarcia: See you, sir.
158 00:13:40.700 ⇒ 00:13:41.230 Amber Lin: Boom.
159 00:13:41.700 ⇒ 00:13:51.759 Amber Lin: Any other departments we want to look at? Is there any, like, sales folks or inspectors that sometimes…
160 00:13:51.760 ⇒ 00:13:54.060 YvetteRuiz: So, the lead line team, yeah, can we do drop…
161 00:13:54.060 ⇒ 00:13:57.060 Amber Lin: down for the lead line. Good question, Amber.
162 00:13:59.980 ⇒ 00:14:05.850 YvetteRuiz: Because who else do we have in here? That’s it, the managers, lead line team, I think that’s…
163 00:14:06.250 ⇒ 00:14:08.200 JanieceGarcia: That would be all, because the…
164 00:14:08.340 ⇒ 00:14:10.709 JanieceGarcia: Commercial dispatch, they have all of that.
165 00:14:10.710 ⇒ 00:14:15.779 Amber Lin: So, let me edit the primary department here.
166 00:14:16.340 ⇒ 00:14:18.789 Amber Lin: Just so that we’re sure, so we have…
167 00:14:18.910 ⇒ 00:14:23.909 Amber Lin: Hez, Mechanical, welcome… oh, Dispatch is in here, should I delete that, or…
168 00:14:23.910 ⇒ 00:14:28.619 YvetteRuiz: No, no, just keep it like that, because, again, they fall under that window, it’s just different roles.
169 00:14:28.620 ⇒ 00:14:30.470 Amber Lin: I mixed up a fleet line.
170 00:14:30.470 ⇒ 00:14:31.110 YvetteRuiz: Yeah.
171 00:14:31.110 ⇒ 00:14:41.530 Amber Lin: Okay, so we’ll keep it one, select one only here, and then… I might not have all the emails, because we…
172 00:14:41.860 ⇒ 00:14:44.389 Amber Lin: added a lot of people.
173 00:14:44.390 ⇒ 00:14:58.000 YvetteRuiz: what I could do is I’ll probably have to rerun. I’m gonna rerun… what I wanted to do is get this list right here, and then I was gonna run just all my employees, and then just kind of compare, who do we have, who’s missing?
174 00:14:58.170 ⇒ 00:15:13.809 Amber Lin: Yeah, totally. And even you can just start from scratch and just copy these columns over, and then, like, we’ll just make another list. As long as we have their emails, I can go mark them in our dashboard.
175 00:15:14.880 ⇒ 00:15:15.420 YvetteRuiz: Okay.
176 00:15:15.420 ⇒ 00:15:20.339 Amber Lin: You don’t even have to use this, it’s just… you can copy these columns over if that’s helpful.
177 00:15:21.260 ⇒ 00:15:21.990 YvetteRuiz: Okay.
178 00:15:22.170 ⇒ 00:15:22.690 Amber Lin: Yeah.
179 00:15:29.110 ⇒ 00:15:31.929 JanieceGarcia: And then that’ll be good, too, because then at that point, we could actually give…
180 00:15:32.710 ⇒ 00:15:35.460 JanieceGarcia: Delete the ones that are no longer… cure.
181 00:15:36.030 ⇒ 00:15:36.910 Amber Lin: Yeah.
182 00:15:36.910 ⇒ 00:15:38.040 JanieceGarcia: Do a full cleanup.
183 00:15:42.540 ⇒ 00:15:44.920 Amber Lin: Let me make this empty for now.
184 00:15:45.210 ⇒ 00:15:46.260 Amber Lin: Okay.
185 00:15:47.320 ⇒ 00:15:50.590 Amber Lin: That’s great. Let me share this link with DuneSwap.
186 00:15:51.450 ⇒ 00:15:54.800 Amber Lin: It’s just the strategy that we’re always in.
187 00:15:56.640 ⇒ 00:15:57.790 JanieceGarcia: The main one, right?
188 00:15:58.100 ⇒ 00:16:04.730 Amber Lin: Yeah, let me show you. Here is the… Chargement room…
189 00:16:09.010 ⇒ 00:16:11.370 Amber Lin: Send it in our chat as well.
190 00:16:19.710 ⇒ 00:16:25.139 Amber Lin: Cool. And then, I have… I have this.
191 00:16:26.060 ⇒ 00:16:30.759 Amber Lin: So, this is something that… We can review together.
192 00:16:30.980 ⇒ 00:16:37.680 Amber Lin: Right now, let’s see… oh, I don’t think it generated for Saturday and Sunday yet.
193 00:16:38.090 ⇒ 00:16:46.309 Amber Lin: But there’s… messages daily for… from Andy, and then we have different messages…
194 00:16:46.590 ⇒ 00:16:52.619 Amber Lin: I would like to review and then see if there’s any specific holidays that we want to replace, or…
195 00:16:53.030 ⇒ 00:17:02.700 Amber Lin: make them better. He’s still working on generating, but I’ll send you the link so that you know where it is, and then we can go in and…
196 00:17:02.960 ⇒ 00:17:05.379 Amber Lin: How do you guys want to review this?
197 00:17:11.060 ⇒ 00:17:13.939 JanieceGarcia: These are the ones that they’ve… The messages that are posted.
198 00:17:13.940 ⇒ 00:17:14.780 YvetteRuiz: popping up,
199 00:17:15.200 ⇒ 00:17:20.009 Amber Lin: Yeah, these we haven’t… oh, I think these we have already sent.
200 00:17:20.280 ⇒ 00:17:25.849 Amber Lin: And then he’s adding in new ones, so this is what we sent today.
201 00:17:25.859 ⇒ 00:17:26.489 JanieceGarcia: Today.
202 00:17:27.220 ⇒ 00:17:35.749 Amber Lin: And once it’s populated, even… I think we can either put a comment here, or just directly edit what we want to put in the cell.
203 00:17:35.940 ⇒ 00:17:38.830 Amber Lin: Especially if you want to have a week.
204 00:17:38.960 ⇒ 00:17:52.260 Amber Lin: of a certain contest, if you want to have a week of holiday-themed stuff, you want to add in, oh, by the ways to a specific week, so every day we tell them about this, oh, by the way. Like, that’s all things that we can do.
205 00:17:55.670 ⇒ 00:17:58.430 JanieceGarcia: I would think, too, pushing the holiday light.
206 00:17:58.890 ⇒ 00:18:01.249 JanieceGarcia: Oh, by the way, right now, with the contests…
207 00:18:01.440 ⇒ 00:18:01.840 Amber Lin: Yeah.
208 00:18:01.840 ⇒ 00:18:03.650 YvetteRuiz: Just to the end of November.
209 00:18:03.650 ⇒ 00:18:05.030 JanieceGarcia: Yeah. Yeah.
210 00:18:05.030 ⇒ 00:18:11.220 Amber Lin: And then we can totally add that in, because we have, this one, right? We have this, you can just copy and paste.
211 00:18:11.380 ⇒ 00:18:11.970 YvetteRuiz: Yeah.
212 00:18:11.970 ⇒ 00:18:12.340 Amber Lin: you’re referring.
213 00:18:12.710 ⇒ 00:18:13.540 Amber Lin: And then…
214 00:18:13.940 ⇒ 00:18:21.810 YvetteRuiz: That’s for the… Amber, I’m sorry, that’s for the remainder of November, right? Is that what I’m seeing?
215 00:18:21.810 ⇒ 00:18:24.569 Amber Lin: This is what we’ve sent already, so today’s.
216 00:18:24.570 ⇒ 00:18:25.390 YvetteRuiz: Okay.
217 00:18:25.610 ⇒ 00:18:26.340 Amber Lin: So he will.
218 00:18:26.340 ⇒ 00:18:29.880 YvetteRuiz: Oh, today’s the 18th. Okay, so we need to re… we need to fill the rest of them.
219 00:18:30.100 ⇒ 00:18:30.660 Amber Lin: Yeah.
220 00:18:30.840 ⇒ 00:18:32.990 YvetteRuiz: Okay, can we go in there?
221 00:18:32.990 ⇒ 00:18:34.780 Amber Lin: Casey will fill them in with.
222 00:18:34.780 ⇒ 00:18:36.339 YvetteRuiz: Oh, Casey will, okay, okay, got it.
223 00:18:36.340 ⇒ 00:18:39.840 Amber Lin: So then you can review and just make little changes, so it’s less work.
224 00:18:39.980 ⇒ 00:18:45.450 YvetteRuiz: Gotcha, gotcha, gotcha. I was reading today’s, I was looking at the 360 to make sure we have that right.
225 00:18:46.140 ⇒ 00:18:49.689 YvetteRuiz: But I’ll provide my input. I was… I’ve been in meetings in and out, I haven’.
226 00:18:49.690 ⇒ 00:19:00.740 Amber Lin: Yeah, because that helps us sometimes to generate things that’s wrong, and if you guys are able to review, then we don’t have to worry about, oh, we sent something wrong to the CSS.
227 00:19:00.740 ⇒ 00:19:03.899 YvetteRuiz: Are we ready? Can we go ahead and put everybody on this?
228 00:19:05.020 ⇒ 00:19:05.710 Amber Lin: Told me…
229 00:19:05.710 ⇒ 00:19:07.509 YvetteRuiz: We don’t have the testing group, so…
230 00:19:07.510 ⇒ 00:19:08.650 Amber Lin: Yeah. Yeah, cool.
231 00:19:08.650 ⇒ 00:19:14.199 YvetteRuiz: do I… do… do I just go into the groups and start adding everyone? Do I gotta send you the list, or what? How do…
232 00:19:14.200 ⇒ 00:19:21.739 Amber Lin: If you have… I think we should have the list of all CSRs.
233 00:19:21.740 ⇒ 00:19:28.240 YvetteRuiz: I have the list of all my… I mean, who I’m going to add in there. I just want to make sure that I do… I’m doing it, because we created a separate chat.
234 00:19:28.560 ⇒ 00:19:29.570 YvetteRuiz: Right?
235 00:19:29.570 ⇒ 00:19:41.659 Amber Lin: I want to send individually, that’s why I haven’t… because I wasn’t here yesterday, I wasn’t sure if you did it, but I just want to send to everybody individually, so I’ll check.
236 00:19:41.730 ⇒ 00:19:55.190 Amber Lin: And then there probably will be, like, one or two people that we miss, but if we do miss them, can you ask them to come to you and say, hey, I haven’t been sent the message? Because we should have a list of people.
237 00:19:55.190 ⇒ 00:19:55.830 YvetteRuiz: Okay.
238 00:19:56.660 ⇒ 00:19:58.499 YvetteRuiz: Alright, then that works then.
239 00:19:58.900 ⇒ 00:20:02.550 Amber Lin: Cool. Unless you want to send me their emails right now, and then I can make sure.
240 00:20:03.740 ⇒ 00:20:08.439 YvetteRuiz: You can go ahead and just do it that way, and then if we miss anyone, we’ll go back and clean it up.
241 00:20:08.440 ⇒ 00:20:09.549 Amber Lin: Sounds good.
242 00:20:09.690 ⇒ 00:20:16.909 Amber Lin: And people work on Saturdays, right? And some Sundays, do they work?
243 00:20:16.910 ⇒ 00:20:17.780 YvetteRuiz: Sundays, yes.
244 00:20:17.780 ⇒ 00:20:18.340 Amber Lin: Okay.
245 00:20:21.810 ⇒ 00:20:22.700 YvetteRuiz: Yep, yep.
246 00:20:25.820 ⇒ 00:20:28.840 Amber Lin: Well, all that casing now to generate things.
247 00:20:31.550 ⇒ 00:20:37.649 Amber Lin: Okay, and they are both, like, my engineering team’s looking at the error.
248 00:20:38.430 ⇒ 00:20:39.900 Amber Lin: So cool.
249 00:20:40.120 ⇒ 00:20:47.320 Amber Lin: They’re working on a backup solution so that when things fail, we can have something, but…
250 00:20:47.730 ⇒ 00:20:51.869 Amber Lin: Janice, would you be able to check again if it’s still an issue?
251 00:20:52.800 ⇒ 00:21:00.350 JanieceGarcia: I sure can. And then, I also sent in a… Message asking,
252 00:21:01.800 ⇒ 00:21:09.179 JanieceGarcia: about the data, like, when should we see those updates when I’m making the change to the database, like, for the inspectors?
253 00:21:09.920 ⇒ 00:21:16.450 Amber Lin: Mmm, oh, we should have a log of updates? Let me go find that.
254 00:21:17.030 ⇒ 00:21:20.180 JanieceGarcia: But when should Andy’s show… That chain.
255 00:21:20.180 ⇒ 00:21:22.250 Amber Lin: Let me check.
256 00:21:22.520 ⇒ 00:21:35.709 Amber Lin: At max, I know they changed the sync time, but I would say… at max, a few hours, sometimes very… sometimes in a few minutes. Are you not seeing the updates you made coming up?
257 00:21:35.730 ⇒ 00:21:36.420 YvetteRuiz: Nope.
258 00:21:36.860 ⇒ 00:21:37.360 JanieceGarcia: Not at all.
259 00:21:37.780 ⇒ 00:21:43.369 Amber Lin: Okay, can you tag me in the updates you’ve made, and I can go in and check them?
260 00:21:50.380 ⇒ 00:21:57.309 JanieceGarcia: The error’s not showing up, but yes, I’m fixing to tag you again, and I did tag you in some yesterday, as well.
261 00:21:57.310 ⇒ 00:21:57.920 Amber Lin: Okay.
262 00:22:13.740 ⇒ 00:22:24.959 Amber Lin: Oh, I remembered also on the follow-up questions, do we have in the central doc what to respond with once Andy gets, like, the attributes?
263 00:22:25.450 ⇒ 00:22:28.699 JanieceGarcia: Oh, the attributes. No, I’ll work on that. I’m working on them.
264 00:22:30.130 ⇒ 00:22:31.350 Amber Lin: Cool.
265 00:22:31.350 ⇒ 00:22:33.260 JanieceGarcia: So, I will have those done.
266 00:22:33.260 ⇒ 00:22:36.800 Amber Lin: Once we have that, I think we can roll out the follow-up questions.
267 00:22:37.220 ⇒ 00:22:37.800 YvetteRuiz: Yeah.
268 00:22:38.160 ⇒ 00:22:39.469 JanieceGarcia: Let me go to…
269 00:22:41.630 ⇒ 00:22:48.439 YvetteRuiz: Gonna highlight everything we’ve completed. So, generate daily updates, team tips, that’s what we’re doing.
270 00:22:48.600 ⇒ 00:22:52.649 YvetteRuiz: Weekly update. When is that going out, the weekly update?
271 00:22:52.650 ⇒ 00:22:55.039 Amber Lin: I will send that today, I think it’s…
272 00:22:55.040 ⇒ 00:22:55.510 YvetteRuiz: Okay.
273 00:22:55.510 ⇒ 00:22:58.509 Amber Lin: I gave something to Casey, I don’t think, because I was.
274 00:22:58.510 ⇒ 00:22:59.070 YvetteRuiz: Yeah.
275 00:22:59.070 ⇒ 00:22:59.670 Amber Lin: today.
276 00:23:02.640 ⇒ 00:23:05.600 Amber Lin: Weekly update. Confirm.
277 00:23:05.850 ⇒ 00:23:07.429 Amber Lin: Amity update.
278 00:23:17.410 ⇒ 00:23:20.580 YvetteRuiz: Did Andrea and Haley get the triage ticket?
279 00:23:21.780 ⇒ 00:23:24.079 JanieceGarcia: I’m training with them today, once we’re done.
280 00:23:24.860 ⇒ 00:23:31.060 JanieceGarcia: I was going to train with, Haley yesterday, but we had that other one, so I pushed it to today.
281 00:23:31.810 ⇒ 00:23:36.870 YvetteRuiz: Okay… Training, triage, commercial.
282 00:23:37.370 ⇒ 00:23:39.610 YvetteRuiz: So you’re only working with Haley?
283 00:23:39.920 ⇒ 00:23:46.210 JanieceGarcia: I’m gonna do both of them now that Andrea’s… because Andrea was on PTO yesterday, so I was focused on Haley, but…
284 00:23:46.630 ⇒ 00:23:48.230 YvetteRuiz: Okay, so it’s today.
285 00:23:48.230 ⇒ 00:23:49.610 JanieceGarcia: of them today, yes.
286 00:23:50.240 ⇒ 00:23:51.949 JanieceGarcia: They are today.
287 00:23:52.470 ⇒ 00:23:57.680 YvetteRuiz: And then… need to perman… need to add permanent lighting information email.
288 00:23:58.510 ⇒ 00:24:02.389 YvetteRuiz: I had sent you that, Janiece. Did we put that up? Did we send that?
289 00:24:03.810 ⇒ 00:24:07.800 JanieceGarcia: No, I did not send that one to Mandler. Let me get that one.
290 00:24:07.800 ⇒ 00:24:09.489 YvetteRuiz: And we make sure… we just added.
291 00:24:09.490 ⇒ 00:24:09.810 JanieceGarcia: and you.
292 00:24:09.810 ⇒ 00:24:12.769 YvetteRuiz: service, Amber, and I need to make sure that it’s updated.
293 00:24:13.250 ⇒ 00:24:14.180 Amber Lin: Cool, okay.
294 00:24:15.010 ⇒ 00:24:17.960 Amber Lin: Mmm… What surface is that?
295 00:24:18.280 ⇒ 00:24:20.130 JanieceGarcia: It’s permanent lighting.
296 00:24:20.200 ⇒ 00:24:20.900 Amber Lin: Oh.
297 00:24:21.360 ⇒ 00:24:24.759 JanieceGarcia: And we have questions from customers already scheduled.
298 00:24:24.760 ⇒ 00:24:25.550 Amber Lin: Oh, okay.
299 00:24:25.550 ⇒ 00:24:26.820 JanieceGarcia: From the web request.
300 00:24:31.760 ⇒ 00:24:32.709 JanieceGarcia: It’s a huge thing.
301 00:24:34.110 ⇒ 00:24:41.809 YvetteRuiz: Email data on usage for KPI tracking. Okay, we already… you’re working on that, Amber, you already sent that. And then…
302 00:24:41.810 ⇒ 00:24:42.470 JanieceGarcia: Stinky.
303 00:24:42.610 ⇒ 00:24:59.280 YvetteRuiz: I’m hoping by tomorrow, I’ll have the… I’m gonna try to get… well, not tomorrow, maybe Thursday, once I get with the trainers, to get the breakdown of the services. I mean, to get granular, so on the service, the zip codes and service.
304 00:24:59.550 ⇒ 00:25:06.109 YvetteRuiz: What is everything under electric? What are those services? Like, we talked about, those getting a little bit more granular.
305 00:25:07.160 ⇒ 00:25:10.420 YvetteRuiz: I want to get that completed, hopefully by Thursday.
306 00:25:12.660 ⇒ 00:25:13.620 Amber Lin: Right, okay.
307 00:25:17.730 ⇒ 00:25:21.629 Amber Lin: So, a few things on my list here, so I have…
308 00:25:21.890 ⇒ 00:25:25.730 Amber Lin: Weekly update, making sure that’s sent.
309 00:25:25.920 ⇒ 00:25:31.359 Amber Lin: And then… the daily Andy update list.
310 00:25:31.510 ⇒ 00:25:35.290 Amber Lin: And then having Andy send messages to everybody.
311 00:25:35.870 ⇒ 00:25:44.460 Amber Lin: Let’s see, new cert… I’ll add… New service added… Let’s see…
312 00:25:48.300 ⇒ 00:25:50.200 Amber Lin: And then the department tagging.
313 00:25:55.210 ⇒ 00:25:56.970 Amber Lin: Cool. Anything else?
314 00:25:56.970 ⇒ 00:25:58.270 YvetteRuiz: as follows.
315 00:25:58.270 ⇒ 00:26:03.790 Amber Lin: Zip code… zip code issues. I’ll also take…
316 00:26:04.800 ⇒ 00:26:12.700 YvetteRuiz: And then attributes, need to finish that, the follow-up questions… Training with… got that down.
317 00:26:13.480 ⇒ 00:26:14.350 YvetteRuiz: Okay.
318 00:26:16.200 ⇒ 00:26:19.489 YvetteRuiz: And then, did you send her the permanent lighting information?
319 00:26:20.070 ⇒ 00:26:21.080 Amber Lin: I sure do, yes.
320 00:26:21.080 ⇒ 00:26:21.660 YvetteRuiz: Okay.
321 00:26:21.850 ⇒ 00:26:24.249 Amber Lin: What would you like me to do there?
322 00:26:25.340 ⇒ 00:26:27.460 YvetteRuiz: So, it should fall under long. We need to put that.
323 00:26:27.460 ⇒ 00:26:27.920 JanieceGarcia: Come on.
324 00:26:27.920 ⇒ 00:26:33.030 YvetteRuiz: Central, wherever it needs to go in their central doc, and then Andy needs to make sure that it
325 00:26:33.520 ⇒ 00:26:36.200 YvetteRuiz: It provides that information.
326 00:26:36.830 ⇒ 00:26:44.770 YvetteRuiz: I don’t know exactly what… anyhow, it may be what we sent, but that may need a little bit of cleanup, I don’t know.
327 00:26:44.770 ⇒ 00:26:49.730 Amber Lin: Okay. If it’s adding to the central dock, does pressure should know about this service?
328 00:26:50.220 ⇒ 00:26:51.050 JanieceGarcia: Cheetos.
329 00:26:51.050 ⇒ 00:27:03.429 Amber Lin: Okay, would she be able to add these in there? And then I can help her work on the issue? Because is… I don’t know if everything in this email is all that we’re going to add to the general doc.
330 00:27:03.550 ⇒ 00:27:04.650 Amber Lin: Is there a special…
331 00:27:04.650 ⇒ 00:27:05.110 JanieceGarcia: Hmm.
332 00:27:05.110 ⇒ 00:27:09.690 Amber Lin: SOPs, booking different things, if people don’t know that yet.
333 00:27:10.510 ⇒ 00:27:17.010 YvetteRuiz: Yeah, that’s what needs to happen, like, I don’t… that’s what I wanted to kind of… did we send it? How do we want to do it? .
334 00:27:17.900 ⇒ 00:27:22.589 JanieceGarcia: I know with the permanent lighting, we have the same inspectors, so that…
335 00:27:23.340 ⇒ 00:27:27.060 JanieceGarcia: That would be an easy fix, because that’s going to go through.
336 00:27:27.060 ⇒ 00:27:27.690 Amber Lin: Hmm.
337 00:27:28.750 ⇒ 00:27:32.239 JanieceGarcia: But the permanent lighting is also going through irrigators.
338 00:27:33.150 ⇒ 00:27:33.700 Amber Lin: Oh…
339 00:27:33.700 ⇒ 00:27:34.420 YvetteRuiz: mean?
340 00:27:34.630 ⇒ 00:27:35.439 YvetteRuiz: What do you mean?
341 00:27:35.440 ⇒ 00:27:41.959 JanieceGarcia: Aren’t the irrigators the one… is it the permanent lighting that the irrigators are going to be the ones that are installing?
342 00:27:45.200 ⇒ 00:27:51.119 YvetteRuiz: Yeah, but I don’t think that they need to know all the granularity of it, they just need to know enough about the services and what.
343 00:27:51.120 ⇒ 00:27:51.870 JanieceGarcia: The service.
344 00:27:51.870 ⇒ 00:27:59.539 YvetteRuiz: reschedule it, yeah. That’s all internal stuff, yeah. I just need them to, what do you call it?
345 00:28:00.250 ⇒ 00:28:02.739 YvetteRuiz: I can work with Patricia if I need to.
346 00:28:03.530 ⇒ 00:28:10.720 JanieceGarcia: Like, I was asking… I had talked to her about, I found something from Jerica, so I was already asking her about one of…
347 00:28:11.000 ⇒ 00:28:14.109 JanieceGarcia: something else, but in regards to Andy, so I can just add that.
348 00:28:14.360 ⇒ 00:28:16.969 JanieceGarcia: As well, if you want me to, you bet.
349 00:28:19.300 ⇒ 00:28:25.940 YvetteRuiz: Yeah, because my thought was right here, I mean, not the whole… not the whole email, but I mean, we would go in there and clean it up, I mean…
350 00:28:26.170 ⇒ 00:28:36.149 YvetteRuiz: the service name, like, do we… whatever that format is, I mean, this is an SOP, we can build that in there, but then questions, you know, what is the service and all that?
351 00:28:36.850 ⇒ 00:28:38.829 YvetteRuiz: Let me look at this…
352 00:28:47.230 ⇒ 00:28:48.060 YvetteRuiz: Okay.
353 00:28:48.900 ⇒ 00:28:50.330 JanieceGarcia: I’ll ask her really quick.
354 00:28:52.050 ⇒ 00:28:53.030 YvetteRuiz: D.
355 00:28:54.940 ⇒ 00:29:02.770 Amber Lin: I think one last thing on my site, when we send daily updates to everybody, would you like the managers also to get the
356 00:29:03.020 ⇒ 00:29:06.009 Amber Lin: get the messages, or just the CSRs?
357 00:29:06.010 ⇒ 00:29:08.109 YvetteRuiz: Just the CSRs, that’s fine.
358 00:29:08.110 ⇒ 00:29:10.809 Amber Lin: Then I might need the email list from you, because the.
359 00:29:10.810 ⇒ 00:29:11.400 YvetteRuiz: Okay.
360 00:29:11.400 ⇒ 00:29:14.310 Amber Lin: Now it’s, it’s a mushed together.
361 00:29:14.310 ⇒ 00:29:15.920 YvetteRuiz: Okay, I can do that.
362 00:29:15.920 ⇒ 00:29:18.300 Amber Lin: Okay, cool.
363 00:29:26.510 ⇒ 00:29:30.890 Amber Lin: Sounds good. I’ve noted everything down, and I’ll keep you guys posted.
364 00:29:31.300 ⇒ 00:29:42.350 Amber Lin: And I tried the… I tried asking Andy on my side, I also don’t see the error, so it should be fixed now, but we’re working on a solution to make it so that it won’t…
365 00:29:42.940 ⇒ 00:29:45.239 Amber Lin: It will be easier next time to solve it.
366 00:29:46.960 ⇒ 00:29:47.630 YvetteRuiz: Okay.
367 00:29:48.040 ⇒ 00:29:48.650 Amber Lin: Alright.
368 00:29:48.810 ⇒ 00:29:49.920 Amber Lin: Thank you, guys.
369 00:29:50.230 ⇒ 00:29:51.309 YvetteRuiz: Alright, thanks, Amber!
370 00:29:51.310 ⇒ 00:29:51.670 JanieceGarcia: Thank you.
371 00:29:52.040 ⇒ 00:29:52.810 YvetteRuiz: Okay, bye.
372 00:29:53.410 ⇒ 00:29:53.940 JanieceGarcia: Bye.