Meeting Title: Brainforge x ABC Home and Commercial: Weekly Project Check Date: 2026-01-15 Meeting participants: read.ai meeting notes, Yvette’s Notetaker (Otter.ai), David’s Fathom Notetaker, DavidLopez, Casie Aviles, JanieceGarcia, Amber Lin, YvetteRuiz
WEBVTT
1 00:01:40.370 ⇒ 00:01:41.410 Amber Lin: Hi there!
2 00:01:42.140 ⇒ 00:01:43.100 JanieceGarcia: Hi, Amber!
3 00:01:43.750 ⇒ 00:01:44.240 Amber Lin: Yay!
4 00:01:45.090 ⇒ 00:01:46.140 JanieceGarcia: Hi, Casey!
5 00:01:47.620 ⇒ 00:01:48.370 Casie Aviles: Dang.
6 00:01:50.490 ⇒ 00:01:52.030 JanieceGarcia: And David?
7 00:01:52.100 ⇒ 00:01:54.430 DavidLopez: It’s… I’m here.
8 00:01:54.430 ⇒ 00:01:55.710 Amber Lin: The whole gang.
9 00:01:56.370 ⇒ 00:01:58.820 JanieceGarcia: Oh, there’s the whole game, yay!
10 00:01:58.820 ⇒ 00:01:59.610 DavidLopez: Yes.
11 00:01:59.920 ⇒ 00:02:04.989 Amber Lin: I know Steven’s not, not free today, right? I think he said he’s busy.
12 00:02:05.500 ⇒ 00:02:08.380 JanieceGarcia: Yep, David, we can’t see… Can’t see you.
13 00:02:11.940 ⇒ 00:02:13.440 JanieceGarcia: Any vets? Notetakers?
14 00:02:13.440 ⇒ 00:02:14.660 DavidLopez: How did that happen?
15 00:02:14.970 ⇒ 00:02:15.469 DavidLopez: No, no, no.
16 00:02:15.470 ⇒ 00:02:19.569 JanieceGarcia: It always does it on Zoom. I don’t know, I always have to turn my camera on on Zoom.
17 00:02:19.570 ⇒ 00:02:20.709 DavidLopez: manually.
18 00:02:23.620 ⇒ 00:02:24.539 Amber Lin: Hi, Yvette.
19 00:02:26.570 ⇒ 00:02:28.349 YvetteRuiz: Hi there!
20 00:02:28.730 ⇒ 00:02:29.340 Amber Lin: Hi!
21 00:02:29.340 ⇒ 00:02:29.950 YvetteRuiz: I’m sorry.
22 00:02:29.950 ⇒ 00:02:30.740 DavidLopez: Anyways?
23 00:02:30.740 ⇒ 00:02:31.669 YvetteRuiz: That’s fair.
24 00:02:32.560 ⇒ 00:02:35.480 YvetteRuiz: I’m gonna try not to talk too much, because my voice is…
25 00:02:36.210 ⇒ 00:02:37.410 DavidLopez: Oh, no!
26 00:02:39.000 ⇒ 00:02:40.080 JanieceGarcia: -Oh.
27 00:02:40.880 ⇒ 00:02:42.710 YvetteRuiz: Alrighty, how are you?
28 00:02:42.710 ⇒ 00:02:44.519 Amber Lin: Hello, I’m good!
29 00:02:44.630 ⇒ 00:02:49.580 Amber Lin: I know that Steven might not be here, and then I don’t know if…
30 00:02:49.740 ⇒ 00:02:58.789 Amber Lin: I think Matt also said he might not be free, let me check. Yeah, Matt’s also not free, so let’s just go through,
31 00:02:59.050 ⇒ 00:03:06.630 Amber Lin: I think we can go ahead and get started. Let me share a screen, and… Let’s see…
32 00:03:11.980 ⇒ 00:03:21.440 Amber Lin: So, I just looked at our usage, and… I think we’re doing…
33 00:03:22.480 ⇒ 00:03:28.820 Amber Lin: even better this week. Let me show you… Here.
34 00:03:29.060 ⇒ 00:03:35.289 Amber Lin: And if we rank it… We can see that… oh, here.
35 00:03:36.200 ⇒ 00:03:37.610 Amber Lin: Total exchanges.
36 00:03:37.810 ⇒ 00:03:38.560 Amber Lin: Here we go.
37 00:03:38.560 ⇒ 00:03:39.180 YvetteRuiz: The cow.
38 00:03:39.180 ⇒ 00:03:48.329 Amber Lin: Chronicles on the top is so high, I don’t even know how they do it. Lawn and tree has exceeded pest.
39 00:03:48.910 ⇒ 00:03:49.620 YvetteRuiz: Right.
40 00:03:49.910 ⇒ 00:03:53.800 Amber Lin: So, gotta get both of them to share over there.
41 00:03:56.450 ⇒ 00:03:59.150 JanieceGarcia: You know what I didn’t even think about? .
42 00:04:00.040 ⇒ 00:04:08.110 JanieceGarcia: We have Heaven that was on mechanical, and I know she’s using it a lot. I’m not trying to steal from the mechanical side.
43 00:04:08.110 ⇒ 00:04:09.650 Amber Lin: What?
44 00:04:09.650 ⇒ 00:04:13.009 JanieceGarcia: To have her switched over to our team.
45 00:04:13.420 ⇒ 00:04:18.969 Amber Lin: I see, I see. Yeah. Because this only counts their primary department?
46 00:04:19.510 ⇒ 00:04:20.010 Amber Lin: So…
47 00:04:20.010 ⇒ 00:04:21.800 YvetteRuiz: case department, so…
48 00:04:21.800 ⇒ 00:04:23.689 Amber Lin: Hmm, I see. Okay.
49 00:04:26.200 ⇒ 00:04:28.370 Amber Lin: Let’s see if she’s there.
50 00:04:28.620 ⇒ 00:04:30.029 Amber Lin: Who… who is that?
51 00:04:30.030 ⇒ 00:04:30.970 YvetteRuiz: That’s there.
52 00:04:31.370 ⇒ 00:04:32.040 JanieceGarcia: Kevin?
53 00:04:32.040 ⇒ 00:04:33.850 YvetteRuiz: He has 13, I think it’s his.
54 00:04:33.850 ⇒ 00:04:34.510 JanieceGarcia: Yep.
55 00:04:34.800 ⇒ 00:04:38.390 Amber Lin: I see. I see, okay.
56 00:04:40.790 ⇒ 00:04:41.550 Amber Lin: Cool.
57 00:04:43.940 ⇒ 00:04:56.230 Amber Lin: All right, so I think we’re good… doing pretty good there. I haven’t checked, but we should add the emails for the new hires. I think we add… I don’t… I don’t remember if we added them, but…
58 00:04:56.230 ⇒ 00:05:00.990 YvetteRuiz: Yesterday, because I was changing messages, Andy messages.
59 00:05:00.990 ⇒ 00:05:05.760 Amber Lin: And I forgot to go in there to double-check everything. Okay, okay, no worries.
60 00:05:06.140 ⇒ 00:05:09.149 Amber Lin: I think we get the general dress of, like, who’s using it a lot.
61 00:05:09.850 ⇒ 00:05:26.500 Amber Lin: Yeah. Okay, and then this… the main thing I want to show you guys today is the admin… the zip code database, the admin UI, the new thing that we created. I have Casey on here to walk you guys through what it is, what diff… how is it different from what we had before.
62 00:05:26.580 ⇒ 00:05:32.999 Amber Lin: And… and then we’ll share, like, what the next steps are from here, so…
63 00:05:33.660 ⇒ 00:05:45.839 Amber Lin: Casey has also shared the link and the login credentials. I put them at the bottom of the slides, so I’ll stop screen sharing and Casey can walk you guys through.
64 00:05:48.020 ⇒ 00:05:53.460 Casie Aviles: Mmm… So, you guys see now my screen now?
65 00:05:54.790 ⇒ 00:05:55.520 Casie Aviles: Okay.
66 00:05:55.910 ⇒ 00:06:04.589 Casie Aviles: Yeah, so I just wanted to quickly walk you through, guys, this, our test app. So this is, like, a preview version of our… of what we built for you.
67 00:06:05.590 ⇒ 00:06:18.230 Casie Aviles: So, the main thing that we wanted to address was, it was, like, through the previous forms that we have, it was getting kind of difficult to keep on top of, like, all of the updates, and it’s kind of…
68 00:06:18.500 ⇒ 00:06:23.919 Casie Aviles: You know, there are things that we can improve, like, for… given those old…
69 00:06:24.130 ⇒ 00:06:33.010 Casie Aviles: forms weren’t able to, you know, for example, do bulk assignments, and there’s just a lot of inflexibility there. So that’s why we built this view here.
70 00:06:34.290 ⇒ 00:06:36.259 Casie Aviles: Yeah, right now we have,
71 00:06:36.490 ⇒ 00:06:43.160 Casie Aviles: We have these, resources, so we have assignments, so you can see here that we have Multiple filters…
72 00:06:45.100 ⇒ 00:06:48.199 Casie Aviles: So… and then we can filter by name.
73 00:06:48.420 ⇒ 00:06:51.130 Casie Aviles: For each person, and then the zip code as well.
74 00:06:51.970 ⇒ 00:06:54.580 Casie Aviles: And we even have our services over here.
75 00:06:56.790 ⇒ 00:07:03.529 Casie Aviles: For example, we also have our roles here, so one of the latest things that we added was for dispatch.
76 00:07:03.750 ⇒ 00:07:08.109 Casie Aviles: But we have, like, the crews, inspectors, and technicians here.
77 00:07:08.830 ⇒ 00:07:12.079 Casie Aviles: Then we also have our branches, we could do…
78 00:07:12.630 ⇒ 00:07:17.449 Casie Aviles: Branch, filtering as well, so this should make it easier to, like, view
79 00:07:18.060 ⇒ 00:07:24.239 Casie Aviles: Which assignments we have currently, and as you can see, it’s… it’s… each assignment is, like,
80 00:07:24.450 ⇒ 00:07:26.130 Casie Aviles: One zip code, so…
81 00:07:26.530 ⇒ 00:07:32.360 Casie Aviles: And then other things that… other notable things that we have here would be, like, being able to edit.
82 00:07:32.710 ⇒ 00:07:36.279 Casie Aviles: So we’re also able… we have multiple, fields here.
83 00:07:36.840 ⇒ 00:07:39.040 Casie Aviles: If we want to update someone’s
84 00:07:39.500 ⇒ 00:07:44.460 Casie Aviles: Assignment, so we can definitely go through each of these fields.
85 00:07:45.020 ⇒ 00:07:49.569 Casie Aviles: And then for assigning people, we also have, like, ad person.
86 00:07:51.760 ⇒ 00:07:53.990 Casie Aviles: And then here, we have, like, multiple…
87 00:07:54.450 ⇒ 00:08:00.630 Casie Aviles: we can also see each person, we can search. For example, I have my name here as a test, but…
88 00:08:01.800 ⇒ 00:08:08.040 Casie Aviles: Yeah, we could, we could add, we could select who to add, which role they should have, they should have.
89 00:08:08.240 ⇒ 00:08:14.669 Casie Aviles: Whether it’s inspector or technician, And then we can select their service as well.
90 00:08:15.120 ⇒ 00:08:17.780 Casie Aviles: So, and then another thing that, I think
91 00:08:18.010 ⇒ 00:08:24.720 Casie Aviles: We had, we did here was we can also do, like, entire branch assignments, because
92 00:08:25.300 ⇒ 00:08:31.460 Casie Aviles: There would be a lot of zips to enter, because one option here To have multiple zips.
93 00:08:32.090 ⇒ 00:08:34.300 Casie Aviles: We could add multiple zip codes.
94 00:08:35.460 ⇒ 00:08:40.570 Casie Aviles: Another one would be… we can also just select for which particular branch.
95 00:08:40.990 ⇒ 00:08:42.280 Casie Aviles: Right?
96 00:08:42.280 ⇒ 00:08:59.039 JanieceGarcia: That’s awesome. So that would be, like, if we say, David is now no longer San Antonio, he actually moved to, Georgetown. So go ahead and give him all of Georgetown’s zip codes, and you would… we would be able to update that way.
97 00:08:59.500 ⇒ 00:09:06.459 Casie Aviles: Yeah, that’s… that’s one thing that we also built. Let’s see… yeah, it’s… it should be this, move areas.
98 00:09:06.790 ⇒ 00:09:08.060 Casie Aviles: button here.
99 00:09:08.330 ⇒ 00:09:09.370 Casie Aviles: So…
100 00:09:09.720 ⇒ 00:09:18.089 Casie Aviles: Yeah, for example, we have Aeron over here, we can click Move Areas, and then we can select, like, a new branch for them, and that would move them.
101 00:09:18.090 ⇒ 00:09:18.920 JanieceGarcia: That’s awesome.
102 00:09:19.770 ⇒ 00:09:22.949 Casie Aviles: So yeah, that was actually one of the feedback you gave.
103 00:09:23.070 ⇒ 00:09:28.240 Casie Aviles: So we wanted to… Yeah, I’ll make sure that exists here now.
104 00:09:28.510 ⇒ 00:09:36.620 Casie Aviles: And yeah, it’s pretty much the same kind of view for most of the other ones, it’s just they’re storing different
105 00:09:38.150 ⇒ 00:09:44.080 Casie Aviles: information, so this one is for people. We can also add… People here…
106 00:09:45.290 ⇒ 00:09:48.930 Casie Aviles: For example, I’m just gonna do, like, a… S…
107 00:09:51.420 ⇒ 00:09:55.300 Casie Aviles: So, yeah, we should be able to… See them here as well.
108 00:09:57.640 ⇒ 00:10:07.099 Casie Aviles: And then we can also add some assignments to them, then we can go ahead and delete. So it’s the same thing for roles. For roles, we really just have four
109 00:10:08.150 ⇒ 00:10:14.010 Casie Aviles: So whenever we want to add, like, a new role, we’re going to add it here.
110 00:10:14.610 ⇒ 00:10:20.910 Casie Aviles: And so it… this also gives you the ability to kind of, you know, correct
111 00:10:21.370 ⇒ 00:10:24.930 Casie Aviles: Like, for example, I know that we have a lot of different terms
112 00:10:25.770 ⇒ 00:10:31.549 Casie Aviles: Or we have a lot of different aliases for services, so using this interface, you should be able to, like.
113 00:10:33.090 ⇒ 00:10:41.310 Casie Aviles: you know, select which one, or edit, or add a new one if there’s something missing. So we don’t have… so this way, it’s going to be easier for you.
114 00:10:44.400 ⇒ 00:10:51.029 Casie Aviles: Yeah, so what, let’s see… what else? So, yeah, pretty much the locations look like this.
115 00:10:51.240 ⇒ 00:10:58.849 Casie Aviles: And then another thing is the audit logs. So here you can see the, which actions we just performed.
116 00:10:58.950 ⇒ 00:11:02.700 Casie Aviles: So, as you can see, we have this insert, and then the delete.
117 00:11:02.900 ⇒ 00:11:06.020 Casie Aviles: So that should also help with, you know, confirming whether
118 00:11:07.620 ⇒ 00:11:11.989 Casie Aviles: What you did was actually registered in, like, in the database?
119 00:11:12.550 ⇒ 00:11:19.429 Casie Aviles: So it should be clear here. You can see, like, you could also do it by date, so we’ve done a lot of tests here, so…
120 00:11:21.320 ⇒ 00:11:29.179 Casie Aviles: So that’s… that’s pretty much what we have at this current state, so definitely what we’re looking for is if there’s anything that looks…
121 00:11:29.400 ⇒ 00:11:33.669 Casie Aviles: That’s not intuitive, or something that needs improvement.
122 00:11:34.820 ⇒ 00:11:36.770 Casie Aviles: Yeah, definitely let us know.
123 00:11:37.990 ⇒ 00:11:44.749 Casie Aviles: And then we… once you’re all good with this, we can start using this, and then it’s going to be way easier to…
124 00:11:45.030 ⇒ 00:11:50.030 Casie Aviles: you know, keep the database that Andy is pulling from, up to date, so…
125 00:11:50.510 ⇒ 00:11:55.840 Casie Aviles: Yeah, we can… that will allow us to stay on top of the… all the triage tickets that are coming in.
126 00:11:57.300 ⇒ 00:11:57.620 Amber Lin: Yeah.
127 00:11:57.620 ⇒ 00:12:04.750 YvetteRuiz: I’m so sorry, Amber. So just to confirm, who has access to add, add to this?
128 00:12:06.250 ⇒ 00:12:24.180 Amber Lin: This would just be whoever you feel comfortable sharing the login credentials to. We added login so that not everybody can do that, so if you want Janice to help out, or if you want to have your trainers also help do that, then you can just share the username with them as well.
129 00:12:24.460 ⇒ 00:12:35.280 YvetteRuiz: Okay, yeah. Okay, I just want to make sure. I’ll make a list of who I want, because I definitely don’t want a lot… everyone in there. Still trying to also,
130 00:12:36.150 ⇒ 00:12:45.099 YvetteRuiz: Get in line, all the people that put changes, and who hire people to get us the forms, so they have to update things correctly.
131 00:12:45.100 ⇒ 00:13:00.149 Amber Lin: Totally. I think the main feedback, is there’s two areas of feedback I think we’re looking for. So, one is, maintaining the database. Do you feel like it’s,
132 00:13:00.270 ⇒ 00:13:15.390 Amber Lin: it makes sense how we add people, change assignments, delete people, move people around, so there’s more of, are you comfortable making updates in this environment? Is there anything we need to change? So, then that will help,
133 00:13:15.400 ⇒ 00:13:32.260 Amber Lin: maintain this in the future. And the second area we would like feedback in is, okay, is there any other fields we should be adding? Because right now, the most… for most assignments, these are all the columns, these are all the information we have.
134 00:13:32.670 ⇒ 00:13:35.640 Amber Lin: And Casey, if you can click on Dispatch.
135 00:13:36.130 ⇒ 00:13:37.190 Amber Lin: So…
136 00:13:37.880 ⇒ 00:13:52.880 Amber Lin: because Mechanical had so much more specifications, we didn’t want to confuse the assignments table, so we created another table that has more, attributes, essentially. So…
137 00:13:53.350 ⇒ 00:14:08.460 Amber Lin: when you look through this database, if you see anything, and you think, oh, maybe for all assignments, it would be nice to know, say, if they speak Spanish, or if that’s something that universally you would like to know.
138 00:14:08.460 ⇒ 00:14:27.440 Amber Lin: for all the assignments, then let us know, and we can see how we want to add that. I think an example is universal inspectors, and we’re… we have a ticket for that that we wanted to add, is, okay, for all the people table, we want to add another column that says, is this person a universal inspector?
139 00:14:27.440 ⇒ 00:14:33.530 Amber Lin: So, that’s also some other, like, that’s another type of feedback that I want to hear from you guys.
140 00:14:33.680 ⇒ 00:14:38.030 YvetteRuiz: Yep, makes sense. I mean, the Spanish thing is something very important as well.
141 00:14:38.390 ⇒ 00:14:39.629 YvetteRuiz: I hate them.
142 00:14:39.880 ⇒ 00:14:49.389 YvetteRuiz: and I don’t know how to say this, but I know that with rodent work, I mean, sometimes there’s smaller tech, so I don’t know how to frame all that, but… Yeah, we do.
143 00:14:49.390 ⇒ 00:14:57.049 Amber Lin: I actually want to show you what I, what I did for, for mechanical. Casey, can I share screen for now?
144 00:14:57.920 ⇒ 00:15:00.700 YvetteRuiz: I like the number, the way they put the levels in there.
145 00:15:01.340 ⇒ 00:15:05.160 Amber Lin: Yeah, so, let me show you…
146 00:15:05.650 ⇒ 00:15:16.190 Amber Lin: I think it’s in the next slide. So, I have on here what I was just working with mechanical on. So, this is…
147 00:15:16.710 ⇒ 00:15:19.069 Amber Lin: So let me find that sheet.
148 00:15:19.770 ⇒ 00:15:24.470 Amber Lin: For us… So, here.
149 00:15:25.340 ⇒ 00:15:28.070 Amber Lin: Oh, nope, not that one.
150 00:15:29.160 ⇒ 00:15:30.859 Amber Lin: I think it’s… this…
151 00:15:32.100 ⇒ 00:15:43.679 Amber Lin: Yeah, so this is the sheet that I just created for mechanical. As you can see, like, this is what I’m talking about when we need extra columns, because then there’s levels, there’s the license type.
152 00:15:43.760 ⇒ 00:15:51.269 Amber Lin: And then there’s, okay, so they can mainly take service calls, or they can mainly only take maintenance calls.
153 00:15:51.280 ⇒ 00:16:08.759 Amber Lin: But they can also do this, which is their secondary type of calls they can take. And then for plumbing, because then we have the size of the tech as they need to go into different sizes of places, so we can put another column to say, okay, we have larger tech, smaller techs.
154 00:16:08.760 ⇒ 00:16:21.139 Amber Lin: And then, when I talk to Tara, they have apprentices as well, so we have another column, say, okay, these people, are able to take apprentices. They’re skilled enough that
155 00:16:21.210 ⇒ 00:16:23.040 Amber Lin: They can help
156 00:16:23.860 ⇒ 00:16:33.019 Amber Lin: take on some apprentices. So, I think this is kind of what we’re able to do if we… if we know what’s,
157 00:16:33.290 ⇒ 00:16:39.489 Amber Lin: Like, a trait across the board for all techs, or for all inspectors that we want to add.
158 00:16:40.570 ⇒ 00:16:46.960 YvetteRuiz: Yeah, I definitely know the size is going to be one, and then the language, if they have a specialty language, for sure.
159 00:16:46.960 ⇒ 00:16:47.790 Amber Lin: Mmm, okay.
160 00:16:48.600 ⇒ 00:16:56.190 JanieceGarcia: And we do… Yep, and we definitely do have that on our sheets. We have…
161 00:16:57.160 ⇒ 00:17:00.650 JanieceGarcia: hate to say it, but it’s skinny, yes or no?
162 00:17:00.960 ⇒ 00:17:02.540 Amber Lin: Mmm, okay.
163 00:17:03.350 ⇒ 00:17:06.929 YvetteRuiz: I like the way they just kind of classify, I think that’s, say, small, medium.
164 00:17:08.390 ⇒ 00:17:08.970 JanieceGarcia: Yeah.
165 00:17:09.380 ⇒ 00:17:14.410 YvetteRuiz: Like, size, shirt size. Yeah, sure.
166 00:17:14.410 ⇒ 00:17:15.310 JanieceGarcia: What size do you wear?
167 00:17:17.430 ⇒ 00:17:17.810 Amber Lin: Cool.
168 00:17:18.280 ⇒ 00:17:19.319 JanieceGarcia: That’s medium.
169 00:17:20.920 ⇒ 00:17:36.540 JanieceGarcia: We also do have the ones that are Spanish speakers or not, too, so I’ll make sure to get you those columns. So, with the levels, that’s gonna be, like, on our skills and zip sheet that y’all had went, off of first, where it has, like, maintenance techs, mosquito.
170 00:17:36.540 ⇒ 00:17:43.780 JanieceGarcia: A rodent, B, rodent, C, rodent, that would be, like, the same classification.
171 00:17:44.370 ⇒ 00:17:44.900 Amber Lin: I like the love.
172 00:17:44.900 ⇒ 00:17:45.530 JanieceGarcia: sometimes…
173 00:17:45.530 ⇒ 00:17:56.540 Amber Lin: You’ll probably have to… I’ll book a call with you if we want to talk about that specifically, because I… that’s just, for mechanical, because I don’t know how they would relate to each other.
174 00:17:56.540 ⇒ 00:17:59.169 YvetteRuiz: I already have the levels already different for the road.
175 00:17:59.170 ⇒ 00:17:59.710 Amber Lin: Yeah.
176 00:17:59.710 ⇒ 00:18:00.550 YvetteRuiz: under skill.
177 00:18:00.550 ⇒ 00:18:10.050 JanieceGarcia: Yeah, they’re already coming in through Andy, so none of that should… I just hope it doesn’t mess up, but I haven’t seen that, you know, if I ask for a rodent.
178 00:18:10.320 ⇒ 00:18:13.209 JanieceGarcia: a Level A technician for rodent in…
179 00:18:13.410 ⇒ 00:18:17.550 JanieceGarcia: The 4-5, then it’s gonna give me the correct text.
180 00:18:19.650 ⇒ 00:18:27.299 Amber Lin: I think it for passes, because the sheet was very detailed, I think we were able to give the type of responses needed.
181 00:18:27.300 ⇒ 00:18:30.759 JanieceGarcia: Okay. The only one other thing that I had on that
182 00:18:30.850 ⇒ 00:18:42.980 JanieceGarcia: And Casey, this is probably a question for you, is whenever we are updating, so I know before, and I think you already answered this, but I just want to double check, whenever we are
183 00:18:43.040 ⇒ 00:18:57.539 JanieceGarcia: in, and we’re updating a zip code. So if we’re removing a zip code from a technician or an inspector, then all we have to do is find their name, find that zip code, and delete the zip code off of them. We don’t have to go and redo their entire assignment like we did before, correct?
184 00:18:57.990 ⇒ 00:19:07.700 Casie Aviles: Yes, we don’t know how to do that anymore, we just, have to go to the assignments table and, like, delete, and, you know, just look for their name, make sure it’s selected.
185 00:19:08.360 ⇒ 00:19:10.059 JanieceGarcia: For the correct one. Okay.
186 00:19:10.260 ⇒ 00:19:24.440 Amber Lin: Yeah, I think maybe something that could be helpful is, Janice, I think we can start working together on a doc of possible edits you want to make, because it sounds like we are going to introduce more, like, service managers into this database.
187 00:19:24.440 ⇒ 00:19:35.849 Amber Lin: So if we start doing that, I think if you list out what you would like to do, Casey can put in, here’s what you need to do, in the database, and then we can share that to new people who need to use this.
188 00:19:46.010 ⇒ 00:19:58.779 Amber Lin: Cool. Let me get back to the presentation. I think the last main thing I wanted to talk about is cancellations. So I’ve been able to create
189 00:19:59.100 ⇒ 00:20:08.490 Amber Lin: A doc that… Takes into account all the different cancellations the department has had.
190 00:20:08.650 ⇒ 00:20:10.000 Amber Lin: So…
191 00:20:10.510 ⇒ 00:20:24.589 Amber Lin: it still sort of follows the same structure. I made the formatting a little bit better so people can read the scripts a bit easier. But the main… I think the main change I did here is, okay, let’s…
192 00:20:24.990 ⇒ 00:20:38.450 Amber Lin: directly point out the different safe tactics that they can choose, and I would like… and I think this is where I would like the leaders to help me, is, okay, what are the different
193 00:20:38.790 ⇒ 00:20:53.030 Amber Lin: For example, here, what are the department-specific save tactics you can offer? Because we know these are the blanket save tactics for a specific reason, but what I don’t know
194 00:20:53.090 ⇒ 00:21:00.460 Amber Lin: off… based on the documentation is, okay, does Lawn have a specific offer they want to say?
195 00:21:00.570 ⇒ 00:21:09.270 Amber Lin: is mechanical’s situation different? Could they offer a specific thing? I think if we’re able to do that, we’ll be able to
196 00:21:09.790 ⇒ 00:21:15.420 Amber Lin: Apply the script, and just have them replace in the save tactic for that department.
197 00:21:15.840 ⇒ 00:21:18.150 Amber Lin: Given the situation. So…
198 00:21:18.150 ⇒ 00:21:25.739 YvetteRuiz: Question, Amber. This right here that you put together, I mean, we can already go in there, I can get with my leaders.
199 00:21:26.220 ⇒ 00:21:33.460 YvetteRuiz: They hate… Amber’s already uploaded and added, you know, based off everything we shared with her, start
200 00:21:33.840 ⇒ 00:21:42.440 YvetteRuiz: going in there and testing it, so then that way, when we meet on Tuesday, they would already have feedback, regarding all this.
201 00:21:42.850 ⇒ 00:21:43.480 YvetteRuiz: with the…
202 00:21:43.480 ⇒ 00:21:45.049 Amber Lin: I see.
203 00:21:45.050 ⇒ 00:21:48.090 YvetteRuiz: Is that safe for them to start testing?
204 00:21:48.280 ⇒ 00:22:00.480 Amber Lin: I wouldn’t say testing yet. I would love for them to add it into this doc. Is there… essentially, my question for them is, is there any department-specific save tactics?
205 00:22:00.480 ⇒ 00:22:00.870 YvetteRuiz: gross.
206 00:22:00.870 ⇒ 00:22:06.079 Amber Lin: you would like people to say. So once we add that, I think we can add it to Andy.
207 00:22:06.080 ⇒ 00:22:07.629 YvetteRuiz: Oh, okay, so it’s not even an X.
208 00:22:07.630 ⇒ 00:22:21.240 Amber Lin: Yeah, because without… without it being in here, I can’t really… like, Andy has nothing to output, so once we’re at a, like, more complete stage, I will add it in… we’ll add it into Andy, and then we can do the test here.
209 00:22:21.930 ⇒ 00:22:25.720 YvetteRuiz: So, script, or… same tactics.
210 00:22:28.560 ⇒ 00:22:29.400 Amber Lin: Yeah.
211 00:22:29.770 ⇒ 00:22:30.620 YvetteRuiz: Okay.
212 00:22:30.620 ⇒ 00:22:39.150 Amber Lin: Yeah, and then that’s for the leaders, and I think for Genie’s and for you, the feedback I want is, is this structure…
213 00:22:39.340 ⇒ 00:22:58.520 Amber Lin: valid? Are we covering all the different reasons? Say, for example, under price-related, we have a cheaper competitor, or financial difficulty, or under service dissatisfaction. Are we covering all the areas? I think that’s the question I have for you guys.
214 00:23:00.370 ⇒ 00:23:11.000 Amber Lin: And then, like, overall, just, does the script look right to you? Any other changes you want to make? So, I think that’s… that’s my ask there.
215 00:23:14.690 ⇒ 00:23:18.430 YvetteRuiz: I know we’re getting ready to do a big price increase in March.
216 00:23:19.100 ⇒ 00:23:21.829 YvetteRuiz: So it would be good to have everybody prepared.
217 00:23:22.690 ⇒ 00:23:23.009 JanieceGarcia: for that.
218 00:23:23.010 ⇒ 00:23:24.360 YvetteRuiz: to answer that.
219 00:23:24.360 ⇒ 00:23:25.160 Amber Lin: Yeah.
220 00:23:25.270 ⇒ 00:23:43.369 Amber Lin: Actually, when I was reading, when I was reading the different departments’ cancellation scripts, I noticed Mechanical had some pretty good, like, preventative scripts as well. They had a, like, renewal reminder, because I noticed none of the other departments had it.
221 00:23:43.370 ⇒ 00:23:52.399 Amber Lin: 60 days before, you should do this, or 30 days before, you should do that. It’s not directly cancellations, but I’m just thinking that that could be nice, too.
222 00:23:52.440 ⇒ 00:23:55.670 Amber Lin: Have everybody get on board to that type of flow.
223 00:23:56.150 ⇒ 00:23:59.340 YvetteRuiz: Yeah, no, definitely. Thank you for sharing that.
224 00:24:00.630 ⇒ 00:24:05.309 Amber Lin: Cool. I think that’s all the updates I have for now.
225 00:24:05.620 ⇒ 00:24:13.229 Amber Lin: And… I’ll… this is, matt and Steven’s not here.
226 00:24:13.400 ⇒ 00:24:19.049 Amber Lin: we… I think we’re good to end here, because we have another call with,
227 00:24:19.190 ⇒ 00:24:29.899 Amber Lin: On the discovery part tomorrow. It’s a two-hour call, so I don’t think we need to go through all the analysis yet.
228 00:24:29.930 ⇒ 00:24:34.589 YvetteRuiz: But I can show you guys the cool slides that we made if you want to see.
229 00:24:35.310 ⇒ 00:24:36.980 YvetteRuiz: Sure, give us a sneak peek.
230 00:24:36.980 ⇒ 00:24:39.200 Amber Lin: Okay, okay.
231 00:24:40.340 ⇒ 00:24:53.360 Amber Lin: So this is, this is the data from Julie that I’ve been working on. So, this is more of, like, the revenue data, and, like, I mainly was looking into
232 00:24:54.040 ⇒ 00:24:56.850 Amber Lin: Okay, so we have this many services.
233 00:24:56.980 ⇒ 00:25:11.939 Amber Lin: which service would be the best to invest in? Like, because we have a marketing budget, we have, like, strategic decisions for each year, and it’s like, okay, which one has the biggest potential, which one,
234 00:25:12.050 ⇒ 00:25:18.860 Amber Lin: has the greatest ROI per, say, dollar marketing spend, and, like.
235 00:25:20.310 ⇒ 00:25:27.600 Amber Lin: Strategically on an even longer term, say 5 years, 10 years, which one has the biggest room to grow?
236 00:25:27.600 ⇒ 00:25:40.919 Amber Lin: So this is kind of looking into that, and this is right… right here, this slide is looking at, okay, like, where is revenue coming from, between these services? And then we can compare that to
237 00:25:41.110 ⇒ 00:25:45.349 Amber Lin: market size data, so for Texas, like, oh,
238 00:25:45.820 ⇒ 00:26:00.080 Amber Lin: HVAC needs to be a lot bigger than res pest control. Like, I didn’t know that before, I… because I’ve only… I work with you guys so much, I was thinking, okay, everybody needs pest control. They don’t need AC.
239 00:26:01.820 ⇒ 00:26:02.520 JanieceGarcia: We need both!
240 00:26:02.520 ⇒ 00:26:04.139 Amber Lin: Oh, isn’t that cute?
241 00:26:04.140 ⇒ 00:26:06.230 DavidLopez: In Texas? I know.
242 00:26:09.720 ⇒ 00:26:15.789 Amber Lin: Yeah, so I think these are interesting points that we can discuss, and I’d like to know what
243 00:26:16.030 ⇒ 00:26:20.729 Amber Lin: Steven and Mao, or both, what they had in mind for,
244 00:26:21.120 ⇒ 00:26:36.010 Amber Lin: like, a 5-10 year plan of where they want to invest, and see if what we have here aligns with what they were thinking. I also have, like, different growth rates over the past 5 years, and I have, the
245 00:26:36.240 ⇒ 00:26:47.720 Amber Lin: distribution and revenue from different branches. And then, similarly, I was like, oh, okay, what’s the size of the… size of that market compared to…
246 00:26:48.220 ⇒ 00:26:50.750 Amber Lin: The size, like, the portion that it takes up.
247 00:26:50.900 ⇒ 00:26:54.699 Amber Lin: From us, and… and so this is more of a…
248 00:26:55.000 ⇒ 00:27:08.830 Amber Lin: We can talk about which service to invest in, which branch to invest in, and use Julie’s data, use market data to see, okay, like, are we… how can we make a good decision on
249 00:27:09.190 ⇒ 00:27:13.189 Amber Lin: where to put our money. So, that’s the purpose of this slide.
250 00:27:14.860 ⇒ 00:27:18.060 YvetteRuiz: Very cool. Good insight, good information, for sure.
251 00:27:18.060 ⇒ 00:27:18.700 Amber Lin: Yeah.
252 00:27:19.600 ⇒ 00:27:23.080 Amber Lin: And it’s very… it was so fun doing this…
253 00:27:23.250 ⇒ 00:27:35.350 Amber Lin: work, because I… we’ve been working together for so long, so I know the, like, on-the-ground day-to-day, but then seeing this on a higher level, I was like, oh, that makes a lot of sense.
254 00:27:35.350 ⇒ 00:27:35.970 YvetteRuiz: but…
255 00:27:36.250 ⇒ 00:27:36.950 Amber Lin: Yeah.
256 00:27:37.920 ⇒ 00:27:52.140 Amber Lin: And then the other one I think they want to talk about… we want to talk about is, is marketing, of where do customers get to know you, where do they… how do they make purchases, and…
257 00:27:52.300 ⇒ 00:27:53.959 Amber Lin: And, like, how…
258 00:27:54.440 ⇒ 00:28:02.780 Amber Lin: Are they facing any trouble in their purchase journey that makes them abandon the purchase? Like, you might see, oh.
259 00:28:03.100 ⇒ 00:28:05.010 Amber Lin: They have a lot of trouble.
260 00:28:05.220 ⇒ 00:28:21.949 Amber Lin: on either service selection or order review, and we might be losing a lot of customers there, and that’s something that maybe you guys didn’t know before, so I think these are interesting insights, and we can discuss, like, oh, I think fixing this will help us a lot, so…
261 00:28:22.920 ⇒ 00:28:30.439 Amber Lin: That’s the type of analysis we’ve been doing these past months, so I’m very excited to talk about it tomorrow.
262 00:28:31.150 ⇒ 00:28:39.110 YvetteRuiz: Yeah, it’s very cool, very cool information. Bo and I were talking about that today, just kind of brainstorming on some things, but yeah.
263 00:28:39.340 ⇒ 00:28:49.819 YvetteRuiz: Thank you for sharing that. Thank you, Casey, for the zip code, pool. I think that’s going to be extremely, extremely helpful. It’s very easy, yeah, and…
264 00:28:50.180 ⇒ 00:28:56.230 YvetteRuiz: Really looking forward to just getting that going, and then we’ll touch… I’ll touch base with the leaders, on the campus. Awesome.
265 00:28:56.230 ⇒ 00:28:56.770 Amber Lin: Awesome.
266 00:28:56.770 ⇒ 00:28:57.089 YvetteRuiz: And then…
267 00:28:57.090 ⇒ 00:29:00.939 Amber Lin: Yvette, I’ll make sure that I… that you have the…
268 00:29:01.080 ⇒ 00:29:07.420 Amber Lin: I think I sent an email earlier, but let me send this, doc to you guys again on Google Chat.
269 00:29:07.730 ⇒ 00:29:08.400 YvetteRuiz: Okay.
270 00:29:09.020 ⇒ 00:29:21.850 Amber Lin: Yeah, and David, thank you for joining this meeting. We didn’t go too much over the data stuff. I think it’s… I hope it’s helpful for you to understand, like, what type of data we’ve been working with.
271 00:29:22.150 ⇒ 00:29:26.420 DavidLopez: Yeah, that’s really cool to see. From where I think I was in the last meeting to now, I’m like.
272 00:29:26.790 ⇒ 00:29:32.250 DavidLopez: this whole dashboard and tool, and that’s really cool! So, yeah.
273 00:29:34.640 ⇒ 00:29:41.520 Amber Lin: Awesome. Okay, I think that’s all for today. I don’t have anything more for now.
274 00:29:41.970 ⇒ 00:29:43.220 YvetteRuiz: Okay.
275 00:29:43.220 ⇒ 00:29:44.010 JanieceGarcia: So…
276 00:29:44.240 ⇒ 00:29:44.790 Amber Lin: Alright.
277 00:29:44.790 ⇒ 00:29:45.830 DavidLopez: Thank you.
278 00:29:45.830 ⇒ 00:29:46.649 Amber Lin: Hi, thank you.
279 00:29:46.650 ⇒ 00:29:47.530 JanieceGarcia: Bye!
280 00:29:47.810 ⇒ 00:29:48.540 Amber Lin: Bye.