Meeting Title: ABC Zipcode UI Testing Date: 2026-01-23 Meeting participants: Casie Aviles, JanieceGarcia
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1 00:07:52.670 ⇒ 00:07:54.539 JanieceGarcia: I’m so sorry, Casey.
2 00:07:55.250 ⇒ 00:07:57.699 Casie Aviles: Oh, hey, Janiece. Yeah, no worries.
3 00:07:59.920 ⇒ 00:08:07.240 JanieceGarcia: I was… researching an account, and until I saw your track come up, I was… He’s been good.
4 00:08:08.870 ⇒ 00:08:16.949 Casie Aviles: Yeah, no problem. Cool. So, I just wanted to, like, for us to go through the tool and…
5 00:08:17.260 ⇒ 00:08:20.470 Casie Aviles: Figure, okay.
6 00:08:21.020 ⇒ 00:08:23.920 Casie Aviles: So… I think,
7 00:08:24.370 ⇒ 00:08:33.699 Casie Aviles: it would be best if, if you have access to it, and then I can show you how to move around, so I will be sending you a link.
8 00:08:34.440 ⇒ 00:08:42.299 Casie Aviles: Okay. Are you able to, like, use your… or share your screen, or…
9 00:08:42.520 ⇒ 00:08:44.490 Casie Aviles: I am, yes, sir.
10 00:08:44.840 ⇒ 00:08:52.370 JanieceGarcia: Let me go ahead… okay, I’m sharing it now, I’m gonna go in and… Get my credentials really quick.
11 00:08:52.370 ⇒ 00:08:53.300 Casie Aviles: Okay, cool.
12 00:08:55.830 ⇒ 00:08:56.500 JanieceGarcia: Oh.
13 00:08:56.640 ⇒ 00:08:58.209 JanieceGarcia: The password expired?
14 00:08:58.360 ⇒ 00:08:59.780 JanieceGarcia: The link has expired?
15 00:09:00.040 ⇒ 00:09:03.279 Casie Aviles: Oh, can you try this one now? I sent another one.
16 00:09:10.170 ⇒ 00:09:12.060 JanieceGarcia: In the chat or email?
17 00:09:12.360 ⇒ 00:09:15.480 Casie Aviles: Oh, in the… Here on Zoom.
18 00:09:15.870 ⇒ 00:09:18.030 Casie Aviles: Oh, on Zoom call. Yeah.
19 00:09:31.510 ⇒ 00:09:36.200 JanieceGarcia: It gave me a… A QR code.
20 00:09:36.930 ⇒ 00:09:37.720 Casie Aviles: Whoa.
21 00:09:37.950 ⇒ 00:09:39.739 Casie Aviles: Oh, I see, I see.
22 00:09:40.400 ⇒ 00:09:43.929 Casie Aviles: Let me see if I can send in it. So, I think we’ll have to…
23 00:09:44.440 ⇒ 00:09:50.800 Casie Aviles: add you to, like, a shared vault. But for the meantime, Here’s another link, sorry.
24 00:09:51.470 ⇒ 00:09:52.040 JanieceGarcia: Okay.
25 00:09:52.950 ⇒ 00:09:55.050 Casie Aviles: Let’s see if this one works.
26 00:09:56.590 ⇒ 00:09:57.250 JanieceGarcia: Yes.
27 00:09:59.030 ⇒ 00:09:59.900 Casie Aviles: Okay.
28 00:10:05.460 ⇒ 00:10:11.400 Casie Aviles: Okay, cool. So, great, now you have, now you have access to
29 00:10:11.860 ⇒ 00:10:18.840 Casie Aviles: So, basically what we just need to… I will just explain, like, what we’re seeing right now,
30 00:10:19.450 ⇒ 00:10:25.260 Casie Aviles: Yeah, you can… you’re able to, like, see all the technicians, all the inspectors here.
31 00:10:26.280 ⇒ 00:10:28.269 JanieceGarcia: And I actually played around with it yesterday.
32 00:10:28.660 ⇒ 00:10:37.439 Casie Aviles: Oh, cool. Yeah, so… have you tried, like, adding an assignment or updating any assignments?
33 00:10:38.540 ⇒ 00:10:42.980 JanieceGarcia: I have not, but I do have some…
34 00:10:44.110 ⇒ 00:10:49.320 JanieceGarcia: I know I had sent you a couple through, are…
35 00:10:49.500 ⇒ 00:10:54.459 JanieceGarcia: ticket system, but I also saved one for myself.
36 00:10:55.070 ⇒ 00:10:58.319 Casie Aviles: Okay, I think, yeah, let’s try that.
37 00:10:58.560 ⇒ 00:10:59.779 Casie Aviles: If we can…
38 00:11:04.080 ⇒ 00:11:17.620 JanieceGarcia: And if we can add… there was two things that I noticed that would be helpful to go ahead and put in here, and that’s one, if they’re a Spanish speaker, and two, on the inspectors, if they can do, WDIs.
39 00:11:18.900 ⇒ 00:11:20.529 Casie Aviles: Oh, okay, so…
40 00:11:20.650 ⇒ 00:11:30.330 Casie Aviles: For WDIs, that is currently under, service, so if you go and click the service drop-down.
41 00:11:31.430 ⇒ 00:11:36.489 Casie Aviles: Below, yeah, that one, and then you can search for WDI.
42 00:11:38.280 ⇒ 00:11:41.319 Casie Aviles: Can you try typing it in, if it’s there?
43 00:11:44.070 ⇒ 00:11:48.509 Casie Aviles: Yeah, so would that work, or is it… do we prefer, like, a…
44 00:11:48.510 ⇒ 00:11:52.900 JanieceGarcia: That does. Nope, that actually works. I just wanted to make sure that we could actually do that.
45 00:11:53.350 ⇒ 00:11:55.480 Casie Aviles: Okay, cool. So, okay.
46 00:11:57.840 ⇒ 00:11:59.120 JanieceGarcia: Yes, yeah.
47 00:12:03.080 ⇒ 00:12:03.750 JanieceGarcia: -
48 00:12:09.980 ⇒ 00:12:13.650 Casie Aviles: I think we can try all branches to just… to check if…
49 00:12:14.380 ⇒ 00:12:20.170 Casie Aviles: It exists first. Okay, so there’s nothing, so I think we don’t have any data on Harper.
50 00:12:21.080 ⇒ 00:12:27.150 JanieceGarcia: And Harper should be in there. Harper’s already on… are… inspector.
51 00:12:31.420 ⇒ 00:12:37.719 Casie Aviles: Okay, yeah, so… If, in that case, like, we’ll have to do… we’ll have to add it there.
52 00:12:39.060 ⇒ 00:12:39.920 JanieceGarcia: Yeah.
53 00:12:40.740 ⇒ 00:12:41.540 Casie Aviles: Okay.
54 00:12:42.030 ⇒ 00:12:44.570 Casie Aviles: I think what we can do there now is…
55 00:12:45.590 ⇒ 00:12:48.510 Casie Aviles: If we can try to remove all the…
56 00:12:49.120 ⇒ 00:12:55.130 Casie Aviles: the… let’s try removing just the service for now, and then just look for Harper, and the person, yeah.
57 00:12:57.680 ⇒ 00:13:00.470 Casie Aviles: And maybe we will see if we have any…
58 00:13:00.470 ⇒ 00:13:01.210 JanieceGarcia: There we go.
59 00:13:01.410 ⇒ 00:13:02.640 Casie Aviles: Yeah, okay.
60 00:13:04.040 ⇒ 00:13:04.889 Casie Aviles: So sometimes…
61 00:13:04.890 ⇒ 00:13:05.400 JanieceGarcia: So…
62 00:13:05.400 ⇒ 00:13:07.319 Casie Aviles: The filtering, yeah.
63 00:13:07.320 ⇒ 00:13:08.000 JanieceGarcia: Okay.
64 00:13:08.730 ⇒ 00:13:15.640 JanieceGarcia: Then I would need to, go in, because I know this was a question that came up.
65 00:13:16.360 ⇒ 00:13:23.639 JanieceGarcia: But I can’t remember if Andy actually said gave Harper…
66 00:13:26.810 ⇒ 00:13:27.510 Casie Aviles: Okay.
67 00:13:35.500 ⇒ 00:13:42.009 Casie Aviles: Do you have, like, the question that we’re trying to… or, like, the ticket that we’re trying to work through, or…
68 00:13:42.830 ⇒ 00:13:50.140 JanieceGarcia: I was looking through my tickets… I don’t remember which one that was.
69 00:13:50.590 ⇒ 00:13:51.470 Casie Aviles: Okay.
70 00:13:52.360 ⇒ 00:14:00.979 JanieceGarcia: I should have actually… Oh, why did I not do that? I should have titled it in France.
71 00:14:05.490 ⇒ 00:14:08.529 JanieceGarcia: I’m going through them now.
72 00:14:11.420 ⇒ 00:14:13.490 JanieceGarcia: Okay, what about…
73 00:14:15.940 ⇒ 00:14:16.650 Casie Aviles: Yeah, all good.
74 00:14:16.650 ⇒ 00:14:18.820 JanieceGarcia: So… Go ahead.
75 00:14:20.180 ⇒ 00:14:24.720 Casie Aviles: Yeah, I could just, pick, like, another ticket that we have, if that.
76 00:14:24.720 ⇒ 00:14:29.300 JanieceGarcia: Go ahead and pick one of yours, because I would have to go through all of mine to actually see where it’s at.
77 00:14:30.290 ⇒ 00:14:32.159 Casie Aviles: Yeah, okay.
78 00:14:34.350 ⇒ 00:14:41.259 Casie Aviles: So let’s try going through one ticket, and we’re able to resolve that, so…
79 00:14:41.860 ⇒ 00:14:42.450 JanieceGarcia: Okay.
80 00:14:43.910 ⇒ 00:14:47.080 Casie Aviles: This is the question which I will send.
81 00:14:47.900 ⇒ 00:14:51.759 Casie Aviles: Window Cleaning Inspector78746.
82 00:14:53.380 ⇒ 00:15:03.860 Casie Aviles: Okay, so the feedback… Or, like, what Andy said was… It couldn’t find… Anyone.
83 00:15:06.630 ⇒ 00:15:17.190 Casie Aviles: the feedback is that we do have inspectors, so what we can do is, I would usually go to the zip code and then input 78746.
84 00:15:18.990 ⇒ 00:15:19.810 JanieceGarcia: Pam?
85 00:15:20.380 ⇒ 00:15:23.739 Casie Aviles: And then we would go to the service.
86 00:15:23.900 ⇒ 00:15:27.020 Casie Aviles: And check if there’s any window cleaning.
87 00:15:29.120 ⇒ 00:15:33.329 Casie Aviles: window. So, yeah, that’s another thing, like, we have two different…
88 00:15:35.560 ⇒ 00:15:42.660 Casie Aviles: services that has window, and then the other one is window with gutter power wash. So I was wondering, like.
89 00:15:43.330 ⇒ 00:15:49.050 Casie Aviles: what… what’s, like, the best way we want to handle this? Do we want them to be separate, or…
90 00:15:50.960 ⇒ 00:15:52.630 Casie Aviles: Definitely separate.
91 00:15:53.530 ⇒ 00:15:56.729 Casie Aviles: Okay, great. Since we… this was, like, directly…
92 00:15:56.950 ⇒ 00:16:01.030 Casie Aviles: Pulled from one of the spreadsheets, which bundled them together.
93 00:16:01.250 ⇒ 00:16:03.589 Casie Aviles: So, I think, yeah, we should… Gotcha.
94 00:16:03.880 ⇒ 00:16:06.550 Casie Aviles: That’s another fix that we can do in…
95 00:16:06.710 ⇒ 00:16:10.550 Casie Aviles: Later on, but let’s try just window for now.
96 00:16:10.740 ⇒ 00:16:17.349 Casie Aviles: If we can find any… Okay, so there’s… there are no windows. Let’s try the window…
97 00:16:18.690 ⇒ 00:16:19.569 JanieceGarcia: The other one?
98 00:16:19.990 ⇒ 00:16:22.750 Casie Aviles: Yeah, the one with the other services.
99 00:16:24.520 ⇒ 00:16:25.120 JanieceGarcia: Yep.
100 00:16:25.310 ⇒ 00:16:29.460 Casie Aviles: Okay, so now we do have… but these are technicians, and then so…
101 00:16:29.460 ⇒ 00:16:30.170 JanieceGarcia: X.
102 00:16:30.460 ⇒ 00:16:33.340 Casie Aviles: What we would do now is we’re going to select the role.
103 00:16:34.090 ⇒ 00:16:36.950 JanieceGarcia: And then we would click on Inspector, yes.
104 00:16:38.560 ⇒ 00:16:47.969 Casie Aviles: Okay, so now we know that there’s probably no one in here. So what we would want to do is we’re going to update the
105 00:16:48.490 ⇒ 00:16:49.770 Casie Aviles: database now.
106 00:16:50.360 ⇒ 00:16:54.969 Casie Aviles: So let’s… Try with just one person for now.
107 00:16:56.400 ⇒ 00:16:57.700 Casie Aviles: Let’s see, it should be my.
108 00:16:57.700 ⇒ 00:17:05.870 JanieceGarcia: So I won… Yes, because I was going to say, I wonder, because the universal inspectors, they do everything.
109 00:17:06.200 ⇒ 00:17:07.620 JanieceGarcia: Except… I see.
110 00:17:07.800 ⇒ 00:17:13.900 JanieceGarcia: the specialized… Stuff, like the tree… Which is your arborist.
111 00:17:14.220 ⇒ 00:17:19.440 JanieceGarcia: Or your, your landscapers, Or mechanical.
112 00:17:21.829 ⇒ 00:17:28.049 Casie Aviles: Okay, so that’s like a… That’s a general rule, right, for Universals, okay.
113 00:17:28.300 ⇒ 00:17:28.740 JanieceGarcia: Yeah.
114 00:17:28.740 ⇒ 00:17:35.779 Casie Aviles: Yeah, because… Right now, like, there’s no tags that say it’s a universal inspector, but…
115 00:17:36.280 ⇒ 00:17:44.580 Casie Aviles: given what you just mentioned, I think what we can do there is… Assign all the services.
116 00:17:46.150 ⇒ 00:17:51.270 Casie Aviles: But we’re just not gonna do, like, you know, tree and landscape.
117 00:17:52.010 ⇒ 00:17:52.540 JanieceGarcia: Right.
118 00:17:52.710 ⇒ 00:17:55.180 Casie Aviles: Okay, so yeah, that’s one thing we can do.
119 00:17:55.880 ⇒ 00:18:03.220 Casie Aviles: I’m… I’m not sure if adding, like, a universal tag should help as well, but yeah, I’ll look into that.
120 00:18:03.440 ⇒ 00:18:10.749 Casie Aviles: But that’s not the short-term fix. Let’s try adding, Michael’s key first, so let’s go to Add Person.
121 00:18:11.560 ⇒ 00:18:12.080 JanieceGarcia: Okay?
122 00:18:12.590 ⇒ 00:18:19.349 Casie Aviles: Select inspector. We’re going to remove dispatcher, it’s, it’s, it’s, it’s not gonna work.
123 00:18:19.980 ⇒ 00:18:23.440 Casie Aviles: But yeah, inspector, and then let’s look for the person.
124 00:18:23.780 ⇒ 00:18:25.059 Casie Aviles: To the top.
125 00:18:26.490 ⇒ 00:18:29.910 Casie Aviles: And then we can input Michael Kiefer.
126 00:18:32.560 ⇒ 00:18:34.149 Casie Aviles: Is it junior or senior?
127 00:18:34.150 ⇒ 00:18:35.490 JanieceGarcia: Is it junior or senior?
128 00:18:35.880 ⇒ 00:18:38.180 JanieceGarcia: Seniors, probably the 4-6.
129 00:18:38.180 ⇒ 00:18:39.820 Casie Aviles: Yeah, the senior one, yeah.
130 00:18:40.510 ⇒ 00:18:46.249 Casie Aviles: And then… let’s see, what else? Services, yes, and that’s for Windows, right?
131 00:18:46.940 ⇒ 00:19:04.469 JanieceGarcia: It is. So, this is where we could actually go in and say, okay, you know, because he can bid for termite, for, rodents, for composting, for aeration, for drywoods, all of that. So.
132 00:19:05.070 ⇒ 00:19:11.209 JanieceGarcia: If it was a new inspector coming on, would you be able to select all of them?
133 00:19:12.210 ⇒ 00:19:19.389 Casie Aviles: Yes, you should be able to select multiple services, but right now, like, I guess it can be a little…
134 00:19:19.820 ⇒ 00:19:23.399 Casie Aviles: tedious to, like, select each one. If there’s, like, a lot.
135 00:19:23.890 ⇒ 00:19:25.430 Casie Aviles: So maybe we can do, like.
136 00:19:25.650 ⇒ 00:19:34.030 Casie Aviles: A button, or, like, a way to make it, what do you call this? Select automatically, like, multiple services.
137 00:19:34.160 ⇒ 00:19:37.599 Casie Aviles: But for now… Yeah, okay. Go ahead.
138 00:19:38.410 ⇒ 00:19:42.150 JanieceGarcia: No, and I’m thinking the same thing, and I think it would be…
139 00:19:42.360 ⇒ 00:19:48.719 JanieceGarcia: it would be worthwhile to have it on there as, like, a universal inspector can do all of these.
140 00:19:49.060 ⇒ 00:19:53.889 JanieceGarcia: Because it is going to be pretty much everything except our specialty services.
141 00:19:54.360 ⇒ 00:20:01.350 Casie Aviles: Okay, great, yeah, that’s great, because we weren’t sure, like, what universal exactly meant, like, is it…
142 00:20:01.680 ⇒ 00:20:07.630 Casie Aviles: Yeah, so that’s great that we were able to clear that up. So now we’re going to select, like, the zip codes, right?
143 00:20:08.150 ⇒ 00:20:16.700 Casie Aviles: So we’ve actually added… there’s two options here. There’s an entire branch, and then there’s an individual zip code.
144 00:20:17.150 ⇒ 00:20:25.779 Casie Aviles: So, I think what was sent here in the ticket is just going to be for individual zip codes, so I’m gonna… I’m going to paste this
145 00:20:26.030 ⇒ 00:20:27.250 Casie Aviles: in the chat.
146 00:20:28.560 ⇒ 00:20:29.280 Casie Aviles: Okay.
147 00:20:29.800 ⇒ 00:20:31.430 Casie Aviles: And then you can copy that.
148 00:20:34.540 ⇒ 00:20:38.750 Casie Aviles: And then paste it into the zip codes area here.
149 00:20:39.720 ⇒ 00:20:42.939 Casie Aviles: Let me… I’m not sure if I can draw here… this one.
150 00:20:50.840 ⇒ 00:20:56.529 Casie Aviles: Yes, exactly, and that should make it easier to add zip codes in bulk.
151 00:20:57.150 ⇒ 00:20:58.090 Casie Aviles: Yes.
152 00:20:58.090 ⇒ 00:20:58.650 JanieceGarcia: Yes.
153 00:20:59.330 ⇒ 00:21:06.250 Casie Aviles: However, if you want to, like, select individual, zips, you can still use this one here.
154 00:21:08.630 ⇒ 00:21:12.079 Casie Aviles: Okay, so now you’ll just click Add Pasted Zips.
155 00:21:14.900 ⇒ 00:21:19.380 Casie Aviles: Alright, so that should select, like, everything, and then you can check, like… If that’s…
156 00:21:19.380 ⇒ 00:21:20.409 JanieceGarcia: And then I’d be able to…
157 00:21:20.720 ⇒ 00:21:23.000 JanieceGarcia: To double check and make sure.
158 00:21:23.540 ⇒ 00:21:26.510 JanieceGarcia: Senior, he can do all of these.
159 00:21:27.080 ⇒ 00:21:29.590 JanieceGarcia: Hmm. Perfect. Okay. Okay.
160 00:21:30.780 ⇒ 00:21:37.519 Casie Aviles: Okay, let’s go back, and then I think that’s… that’s about it, unless you want to add, like, notes.
161 00:21:38.670 ⇒ 00:21:40.540 Casie Aviles: Then we could hit save.
162 00:21:43.700 ⇒ 00:21:50.140 Casie Aviles: Cool, and now we can do the same search that we did, we’re just gonna filter.
163 00:21:52.760 ⇒ 00:21:56.309 JanieceGarcia: Yep, and he pops up right away! Yay!
164 00:21:56.750 ⇒ 00:22:01.340 Casie Aviles: That should be how we could, you know, Update the database, and then…
165 00:22:01.780 ⇒ 00:22:04.930 Casie Aviles: What else? There are a bunch of other,
166 00:22:05.440 ⇒ 00:22:09.460 Casie Aviles: what do you call this, quick action tools, like, if you, if you go and…
167 00:22:09.820 ⇒ 00:22:16.189 Casie Aviles: click on one of the boxes, let me try to do this one. Let’s say, just click one of these.
168 00:22:17.470 ⇒ 00:22:24.280 Casie Aviles: And then you can easily change them into residential or commercial, if that’s what you would like.
169 00:22:24.280 ⇒ 00:22:26.939 JanieceGarcia: That’s awesome. Okay, okay.
170 00:22:27.780 ⇒ 00:22:33.839 Casie Aviles: And then, in case you made a mistake with the assignment, you can also hit edit, right?
171 00:22:34.350 ⇒ 00:22:38.420 Casie Aviles: Right. That should be… A quick fix,
172 00:22:39.580 ⇒ 00:22:43.739 Casie Aviles: Yeah, what else? Yeah, we also have, like, other…
173 00:22:44.310 ⇒ 00:22:51.399 Casie Aviles: tables here. Also, if you want to unassign someone, then that would be the same thing. You would just hit delete.
174 00:22:51.900 ⇒ 00:22:53.369 Casie Aviles: Or this one. Okay.
175 00:22:53.370 ⇒ 00:22:56.170 JanieceGarcia: So, like, if somebody left, Yes.
176 00:22:56.450 ⇒ 00:22:57.440 JanieceGarcia: Okay, okay.
177 00:22:57.440 ⇒ 00:23:09.969 Casie Aviles: you would unassign them. And then, I think, yeah, the rest would just be people, roles, services, you know. You could also take a look and play around with these, but it should be the same, like.
178 00:23:10.680 ⇒ 00:23:14.590 Casie Aviles: Actions that we can do where… wherein we could…
179 00:23:15.030 ⇒ 00:23:17.890 Casie Aviles: Add new roles, add new people…
180 00:23:18.140 ⇒ 00:23:26.250 Casie Aviles: And then that would actually be helpful if, you know, we could check if there’s any inconsistent or, like.
181 00:23:26.950 ⇒ 00:23:30.600 Casie Aviles: Like, services, because there might be, like,
182 00:23:30.780 ⇒ 00:23:35.330 Casie Aviles: For example, this one, we have window, gutter, and power wash bundled together, and
183 00:23:35.680 ⇒ 00:23:40.509 Casie Aviles: That should be separate now, so I think I should be able to add
184 00:23:40.630 ⇒ 00:23:43.770 Casie Aviles: A separate gutter or a separate power wash service.
185 00:23:44.590 ⇒ 00:23:50.160 JanieceGarcia: And Trash Bank, because Trash Bank goes… so they all… and that’s what’s…
186 00:23:50.600 ⇒ 00:24:07.110 JanieceGarcia: that’s what we’re, you know, wanting to make sure of, because for, like, Austin, for, you know, Waco, San Antonio, Corpus, Kymphrey, all of them, so whenever we have them, these guys, they literally can bid
187 00:24:07.270 ⇒ 00:24:10.800 JanieceGarcia: every single one of our service, except land.
188 00:24:10.800 ⇒ 00:24:11.400 Casie Aviles: Skip.
189 00:24:11.400 ⇒ 00:24:13.780 JanieceGarcia: commercial tree.
190 00:24:14.050 ⇒ 00:24:17.169 JanieceGarcia: Mechanical handyman.
191 00:24:17.770 ⇒ 00:24:18.320 Casie Aviles: Oh…
192 00:24:18.320 ⇒ 00:24:26.720 JanieceGarcia: Everything else is all gonna be them. Mosquito… mosquito systems, rodent, termite, window power, trash bin, gutter…
193 00:24:26.720 ⇒ 00:24:27.170 Casie Aviles: I see.
194 00:24:27.170 ⇒ 00:24:27.780 JanieceGarcia: Boom.
195 00:24:28.310 ⇒ 00:24:29.189 JanieceGarcia: All of that.
196 00:24:30.050 ⇒ 00:24:32.230 Casie Aviles: I see, I see. So, yeah, I think…
197 00:24:32.440 ⇒ 00:24:35.190 Casie Aviles: Yeah, that’s good, too, that we clarified that.
198 00:24:37.890 ⇒ 00:24:40.050 Casie Aviles: What else can, can I show?
199 00:24:40.050 ⇒ 00:24:40.640 JanieceGarcia: And…
200 00:24:41.040 ⇒ 00:24:46.210 JanieceGarcia: That was one thing. The universal thing was one thing that I wanted to bring up. The WDI
201 00:24:46.790 ⇒ 00:24:56.050 JanieceGarcia: see that you have that in there. What about Spanish-speaking? So, are you guys gonna put a little box for, yes, they speak Spanish, or no, they don’t?
202 00:24:56.550 ⇒ 00:24:57.000 Casie Aviles: It’s easy.
203 00:24:57.000 ⇒ 00:24:58.150 JanieceGarcia: here for…
204 00:24:59.020 ⇒ 00:25:06.079 Casie Aviles: I see. So, do we want that, like, for all… for everyone, right? We want to have that for everyone in this list.
205 00:25:06.690 ⇒ 00:25:11.130 JanieceGarcia: Yes, yes. I know all inspectors
206 00:25:11.260 ⇒ 00:25:18.730 JanieceGarcia: we can mark, like, every single inspector we can mark as Spanish, so I don’t know if there’s an easy way for you guys to do that.
207 00:25:18.960 ⇒ 00:25:23.509 JanieceGarcia: But y’all do have this document, too.
208 00:25:24.570 ⇒ 00:25:39.340 JanieceGarcia: which is our PES directory, which we chose not to go through with, you know, giving this, but Spanish and SLIM is on here, and those two things right there, they matter. They definitely matter.
209 00:25:40.250 ⇒ 00:25:51.199 Casie Aviles: Okay, I see. Great. I think we can do that. We should be able to do… to add, like, a column, if you can go back to the tool, the admin tool.
210 00:25:51.490 ⇒ 00:25:52.180 Casie Aviles: Okay.
211 00:25:52.180 ⇒ 00:25:54.549 JanieceGarcia: So, like, add a column somewhere in here.
212 00:25:54.720 ⇒ 00:25:55.240 Casie Aviles: Yes.
213 00:25:55.240 ⇒ 00:25:56.389 JanieceGarcia: And it’s just checked.
214 00:25:56.950 ⇒ 00:25:57.700 Casie Aviles: Okay.
215 00:25:59.190 ⇒ 00:26:08.610 Casie Aviles: And then I guess you will… where do we, like… that’s the directory that we want to check, whether that’s where we’re gonna know if they’re Spanish or not? Okay.
216 00:26:08.610 ⇒ 00:26:09.360 JanieceGarcia: Yes, sir.
217 00:26:09.780 ⇒ 00:26:10.820 Casie Aviles: Okay, great.
218 00:26:11.720 ⇒ 00:26:14.029 Casie Aviles: Cool, I think, what else should.
219 00:26:15.210 ⇒ 00:26:16.529 JanieceGarcia: I.
220 00:26:18.920 ⇒ 00:26:20.359 Casie Aviles: Okay.
221 00:26:20.360 ⇒ 00:26:21.530 JanieceGarcia: I think that’s awesome.
222 00:26:22.450 ⇒ 00:26:33.099 Casie Aviles: Yeah, thank you. I mean, we appreciate also, like, you taking the time to, like, testing it out, because we want to make this easier for you. Oh, actually, I have, like, some
223 00:26:33.450 ⇒ 00:26:38.639 Casie Aviles: thoughts and questions. I was actually in a call with Patricia earlier, and…
224 00:26:38.640 ⇒ 00:26:39.620 JanieceGarcia: Yes?
225 00:26:39.620 ⇒ 00:26:43.430 Casie Aviles: One of the things that we found out was…
226 00:26:43.580 ⇒ 00:26:50.770 Casie Aviles: Like, we have… we know that we have different spreadsheets across different departments, and sometimes…
227 00:26:51.380 ⇒ 00:27:05.229 Casie Aviles: They update that regularly, depending on a… or, like, on a per month basis, because they have different… it looks like they have different texts for January, and then February, they have a different set of texts than
228 00:27:05.500 ⇒ 00:27:10.179 Casie Aviles: I was wondering, like, How… what’s, like, the best way…
229 00:27:10.390 ⇒ 00:27:17.420 Casie Aviles: Currently, because right now, you’ll be the only one using this, right? This tool? Or… Right.
230 00:27:18.320 ⇒ 00:27:19.200 Casie Aviles: people.
231 00:27:20.320 ⇒ 00:27:27.819 JanieceGarcia: So, I will be the only one for a little while, because we want to make sure that everyone is doing it the way that they should.
232 00:27:27.820 ⇒ 00:27:28.210 Casie Aviles: Okay.
233 00:27:28.210 ⇒ 00:27:35.689 JanieceGarcia: I would say that I would have one other person specifically For the lawn side.
234 00:27:35.890 ⇒ 00:27:44.359 JanieceGarcia: that I would probably want to go in here and her actually update this. But Yvette and I are also working on…
235 00:27:45.170 ⇒ 00:27:53.750 JanieceGarcia: With the, division managers and the service managers that, hey, you guys, we’ve got to have set zip codes.
236 00:27:53.980 ⇒ 00:28:08.149 JanieceGarcia: For our technicians, so that is something that I’m working on, so hopefully we’re only needing to update seasonally, and not every month, because that is the way that it is right now, is…
237 00:28:08.840 ⇒ 00:28:10.760 JanieceGarcia: They update it monthly.
238 00:28:11.070 ⇒ 00:28:16.050 Casie Aviles: Okay, great. So, but it’s not the same case for other departments?
239 00:28:16.050 ⇒ 00:28:17.090 JanieceGarcia: It is not. -
240 00:28:17.090 ⇒ 00:28:26.160 Casie Aviles: I see. Because I think the only concern that I had when building this tool was you might become a bottleneck, because there are a lot of
241 00:28:26.350 ⇒ 00:28:32.440 Casie Aviles: Departments, and it will be tough to keep up with updating all of that by myself.
242 00:28:33.830 ⇒ 00:28:34.450 Casie Aviles: -Oh.
243 00:28:34.870 ⇒ 00:28:38.710 Casie Aviles: That’s, that’s kind of my, my concern there.
244 00:28:38.820 ⇒ 00:28:40.060 Casie Aviles: So…
245 00:28:40.330 ⇒ 00:28:47.479 Casie Aviles: I mean, right now it’s gonna be this way, but another thing that we were thinking about, with the team earlier was if
246 00:28:47.910 ⇒ 00:28:51.999 Casie Aviles: I’m not sure if you guys already told us, but…
247 00:28:52.590 ⇒ 00:28:54.939 Casie Aviles: Is there, like, a source…
248 00:28:55.310 ⇒ 00:29:04.669 Casie Aviles: truth, like a single source of truth that we’re getting all these assignments from, or is it really just the spreadsheets that we have that, you know, the multiple ones?
249 00:29:04.670 ⇒ 00:29:15.560 JanieceGarcia: It is just the spreadsheets, but I will tell you, the inspectors and the pest technicians and the commercial technicians
250 00:29:17.750 ⇒ 00:29:26.810 JanieceGarcia: as well as the home improvement technicians, those are pretty set. You won’t see very much unless we’re adding somebody.
251 00:29:27.270 ⇒ 00:29:33.279 JanieceGarcia: There’s not much of, change that goes on with those.
252 00:29:35.720 ⇒ 00:29:44.959 JanieceGarcia: Unless, of course, areas blow up. Like, College Station right now, we are looking at getting some new… a new technician, because that area is growing so fast.
253 00:29:45.540 ⇒ 00:29:46.840 Casie Aviles: Oh, okay.
254 00:29:47.580 ⇒ 00:29:52.770 JanieceGarcia: It kind of just depends on the market, and it depends on, you know, the growth for that market, too.
255 00:29:53.390 ⇒ 00:29:57.100 Casie Aviles: I see, okay. Yeah, because I think what we’re just…
256 00:29:57.440 ⇒ 00:30:05.570 Casie Aviles: The challenge here is, like, keeping everything in sync, because there’s, like, multiple places that we have to look at, and they all have different
257 00:30:05.670 ⇒ 00:30:07.239 Casie Aviles: formatting…
258 00:30:07.610 ⇒ 00:30:16.639 Casie Aviles: Ideally, like, I think the best case scenario would be, like, everything happens in just one place, and that’s why we kind of built this with that in.
259 00:30:16.640 ⇒ 00:30:17.320 JanieceGarcia: this?
260 00:30:19.110 ⇒ 00:30:23.520 Casie Aviles: And then… Yeah, that’s kind of what we’re hoping.
261 00:30:23.720 ⇒ 00:30:27.180 Casie Aviles: Eventually, if this tool works out, So…
262 00:30:28.190 ⇒ 00:30:29.969 Casie Aviles: It would be, like, easier.
263 00:30:30.600 ⇒ 00:30:36.129 JanieceGarcia: I think it will, and I think it’ll be a lot better, too, because we’ll be able to just update this.
264 00:30:36.250 ⇒ 00:30:54.309 JanieceGarcia: We just need it to have the, you know, the correct information. Once it does, then it is going to be like, okay, guys, we’re no longer using the sheets anymore, this is where everything’s being updated. And at that point, that’s when we’ll be able to go in and say, okay, well, we’re going to give Patricia and her trainer
265 00:30:54.500 ⇒ 00:30:57.030 JanieceGarcia: access to it, you know, for updates.
266 00:30:57.930 ⇒ 00:30:58.710 Casie Aviles: Yeah, perfect.
267 00:30:59.130 ⇒ 00:31:03.859 Casie Aviles: Yeah, cool, I think, yeah, I just wanted to, like, make sure that
268 00:31:05.350 ⇒ 00:31:08.310 Casie Aviles: This is working with you, and…
269 00:31:10.050 ⇒ 00:31:16.930 Casie Aviles: Okay, so I think… what else I can… Yeah, I am actually going to send over, like, a document as well,
270 00:31:17.080 ⇒ 00:31:23.279 Casie Aviles: I think there’s still… we can probably go through all of these, but it’ll take… it’ll take us longer, but…
271 00:31:24.330 ⇒ 00:31:41.089 Casie Aviles: Yeah, just play around whenever you have the time, and try using it on the tickets, and then just flag if there’s, like, anything that is not working, or anything that’s frustrating to use. We’ll definitely be able to get on that and make this work.
272 00:31:42.060 ⇒ 00:31:42.730 JanieceGarcia: Okay.
273 00:31:42.880 ⇒ 00:31:49.810 Casie Aviles: And yeah, I’ll send over, like, a document that would outline, like, how to use it, what are the… each… what are each…
274 00:31:50.880 ⇒ 00:31:53.780 Casie Aviles: tabs here on the left, four, right, and then…
275 00:31:53.780 ⇒ 00:31:54.420 JanieceGarcia: Okay.
276 00:31:54.900 ⇒ 00:32:04.740 Casie Aviles: That should help make it easier something that you could reference to. But yeah, I think we covered pretty… a lot pretty well right now, so…
277 00:32:05.520 ⇒ 00:32:13.350 JanieceGarcia: Perfect. Well, thank you, Casey, and again, I’m so excited for this thing, because it’s… it is a lot easier to use than the other
278 00:32:14.180 ⇒ 00:32:15.499 JanieceGarcia: That we were using.
279 00:32:15.610 ⇒ 00:32:19.200 JanieceGarcia: Yeah, this one’s pretty straightforward. I’m…
280 00:32:19.810 ⇒ 00:32:29.399 JanieceGarcia: I think, what I might go in and do, especially seeing that Michael Kiefer’s now the only inspector showing up for a window, gutter power wash,
281 00:32:29.400 ⇒ 00:32:30.200 Casie Aviles: Hmm.
282 00:32:30.430 ⇒ 00:32:34.139 JanieceGarcia: I’m probably gonna go in and actually take our inspectors and add them.
283 00:32:34.680 ⇒ 00:32:39.310 JanieceGarcia: for their areas. Now, what happens if something’s duplicated?
284 00:32:40.790 ⇒ 00:32:43.210 Casie Aviles: Like, you mean, like, a duplicate assignment?
285 00:32:43.730 ⇒ 00:32:51.809 JanieceGarcia: Yes, like, what if I go in and I forgot that I did senior? What if I try to do it again? What… is it gonna flag it, or…
286 00:32:52.440 ⇒ 00:33:02.369 Casie Aviles: Oh, okay, I think… I think it’s… it’s not gonna flag it yet. We haven’t really gone into that, scenario, so it’s good that you brought it up.
287 00:33:02.630 ⇒ 00:33:08.349 Casie Aviles: That’s definitely… we can add that to our list of, like, the next updates that we can push. So, yeah.
288 00:33:08.350 ⇒ 00:33:08.990 JanieceGarcia: Okay.
289 00:33:09.560 ⇒ 00:33:13.370 Casie Aviles: Yeah, including the Spanish-speaking column, we could also add that.
290 00:33:13.370 ⇒ 00:33:13.940 JanieceGarcia: Okay.
291 00:33:14.270 ⇒ 00:33:16.160 JanieceGarcia: Okay, perfect.
292 00:33:16.160 ⇒ 00:33:17.270 Casie Aviles: Awesome.
293 00:33:17.550 ⇒ 00:33:18.460 JanieceGarcia: Alright.
294 00:33:18.830 ⇒ 00:33:32.079 JanieceGarcia: That’s it. That’s all I have. I’m excited. So I’ll go in, and I will look at that. I’ll, I’ll use our inspector guideline, and I’ll use some of the tickets that I have, because I do still have some tickets that I’m… I’m…
295 00:33:32.470 ⇒ 00:33:33.750 JanieceGarcia: sitting on.
296 00:33:33.750 ⇒ 00:33:34.390 Casie Aviles: Yeah.
297 00:33:35.160 ⇒ 00:33:35.770 Casie Aviles: Yeah, me too.
298 00:33:36.270 ⇒ 00:33:37.240 Casie Aviles: a lot.
299 00:33:37.800 ⇒ 00:33:39.990 JanieceGarcia: Yeah, there’s… there’s quite a bit.
300 00:33:40.980 ⇒ 00:33:43.429 JanieceGarcia: Doesn’t look like anything new has come in today.
301 00:33:45.280 ⇒ 00:33:49.959 JanieceGarcia: But I do know that I have a lot of tickets myself that I’ve gotta get through.
302 00:33:50.090 ⇒ 00:33:54.779 JanieceGarcia: And I’m gonna get back to where I’m doing it an hour a day, so…
303 00:33:54.780 ⇒ 00:34:00.589 Casie Aviles: Sure. Yeah, no problem. Also, another thing that I just wanted to note was…
304 00:34:00.920 ⇒ 00:34:12.470 Casie Aviles: So, I think that there are two factors that affect Andy’s answers, right, in terms of, like, the zips. So, one is this database that we’re pulling from, and
305 00:34:12.760 ⇒ 00:34:18.229 Casie Aviles: The fix usually is to just keep it updated, so freshness is, like, the main thing there.
306 00:34:18.239 ⇒ 00:34:19.839 JanieceGarcia: Freshness is key, okay.
307 00:34:20.110 ⇒ 00:34:30.150 Casie Aviles: And then the other one is instructions-wise. So right now, that’s not really exposed to you, or anyone on the team, and we’re the ones actively maintaining that.
308 00:34:30.429 ⇒ 00:34:38.360 Casie Aviles: So if… even if sometimes you might update the database, but then it’s not coming out the way you want to with Andy.
309 00:34:38.510 ⇒ 00:34:39.120 Casie Aviles: So that…
310 00:34:39.120 ⇒ 00:34:39.670 JanieceGarcia: Yes.
311 00:34:39.679 ⇒ 00:34:45.399 Casie Aviles: That could mean it’s an instructions issue, so that’s something that you can flag to us, and then we’ll.
312 00:34:45.399 ⇒ 00:34:47.239 JanieceGarcia: Okay. Update the instructions.
313 00:34:48.360 ⇒ 00:34:50.260 JanieceGarcia: That makes sense, then. Okay.
314 00:34:50.670 ⇒ 00:34:57.270 JanieceGarcia: So if I see… so when I’m making updates to the central doc, and I’m like, hey, Amber or Casey, this is not…
315 00:34:57.560 ⇒ 00:34:59.970 JanieceGarcia: It’s in here, but it’s not coming out.
316 00:35:00.270 ⇒ 00:35:00.720 Casie Aviles: That’s what.
317 00:35:00.720 ⇒ 00:35:02.419 JanieceGarcia: You’re wanting me to flag it to you guys.
318 00:35:03.160 ⇒ 00:35:09.320 Casie Aviles: Yes, okay. That’s the same thing with the database, with the admin tool right now, so…
319 00:35:09.690 ⇒ 00:35:10.360 JanieceGarcia: Okay.
320 00:35:10.860 ⇒ 00:35:15.919 Casie Aviles: Okay, yeah, I think that’s all I had. Yeah, thank you very much, Denise, for taking the time.
321 00:35:15.920 ⇒ 00:35:19.079 JanieceGarcia: No, of course. No, thank you! Thank you so much.
322 00:35:19.770 ⇒ 00:35:25.400 Casie Aviles: Yep, okay. If nothing else, yeah, I think that’s all. Have a great day. Bye-bye.
323 00:35:25.400 ⇒ 00:35:27.290 JanieceGarcia: You too, have a good weekend. Bye!
324 00:35:27.460 ⇒ 00:35:28.210 Casie Aviles: Bye.