Meeting Title: Go through Central Doc to Find what needs formating Date: 2025-06-11 Meeting participants: read.ai meeting notes, Amber Lin, ShannonMartinez, JanieceGarcia
WEBVTT
1 00:02:52.830 ⇒ 00:02:58.060 Amber Lin: No, Antonia, no.
2 00:04:28.010 ⇒ 00:04:28.890 ShannonMartinez: Hey! Amber.
3 00:04:29.200 ⇒ 00:04:30.350 Amber Lin: Hi Shannon.
4 00:04:30.810 ⇒ 00:04:33.590 ShannonMartinez: Sorry I was running late. I was in a routing meeting.
5 00:04:34.070 ⇒ 00:04:37.640 Amber Lin: Oh, good! Well, every day you look great. I like the shirt.
6 00:04:38.250 ⇒ 00:04:40.241 ShannonMartinez: Oh, thank you, thank you.
7 00:04:40.640 ⇒ 00:04:42.850 Amber Lin: The vibrant colors work really well.
8 00:04:43.150 ⇒ 00:04:45.302 ShannonMartinez: Oh, yeah, thanks.
9 00:04:47.310 ⇒ 00:04:50.150 ShannonMartinez: It’s this season where spring has sprung.
10 00:04:51.003 ⇒ 00:04:53.899 Amber Lin: Is Janice gonna be joining us today?
11 00:04:53.900 ⇒ 00:04:59.509 Amber Lin: She should be yeah. She may be like me and just be running behind. Yeah, I did
12 00:04:59.840 ⇒ 00:05:00.430 Amber Lin: Good.
13 00:05:00.740 ⇒ 00:05:10.180 ShannonMartinez: I did routing meeting just a little bit ago, and termites are swarming and I was especially
14 00:05:10.530 ⇒ 00:05:18.840 ShannonMartinez: tuned in on let me clean my on events
15 00:05:20.390 ⇒ 00:05:25.310 ShannonMartinez: request about the terming mesh stuff she and I met earlier today about that. By the way.
16 00:05:25.490 ⇒ 00:05:26.470 Amber Lin: Oh, okay.
17 00:05:28.350 ⇒ 00:05:32.339 ShannonMartinez: I think we’re finding what we need in the way of terming match.
18 00:05:33.273 ⇒ 00:05:44.638 ShannonMartinez: It’s just the same. It’s it’s in alignment with everything that we’ve just determined we need to do for Denise. I’m still battling this like whatever this is.
19 00:05:45.030 ⇒ 00:05:46.280 JanieceGarcia: Oh, I’m sorry!
20 00:05:46.460 ⇒ 00:05:47.000 ShannonMartinez: All good.
21 00:05:47.000 ⇒ 00:05:47.540 JanieceGarcia: Better.
22 00:05:48.205 ⇒ 00:06:03.590 ShannonMartinez: All good, all good. I was. We were talking about how I met with I met with you bet on something earlier we brought up the term you part of like purpose. Go process right? And meaning that rather than it just be informational, be more instructional like, take steps.
23 00:06:04.040 ⇒ 00:06:04.660 ShannonMartinez: Exactly.
24 00:06:04.660 ⇒ 00:06:07.230 ShannonMartinez: It just. It’s all aligned. It’s all the same.
25 00:06:09.670 ⇒ 00:06:25.870 JanieceGarcia: That’s why, you know, we at least can put in the starting of what we have, which is what I shared with amber. So we can put all of that in there, and when we go back to Format, and we go back to correct and make sure that all the processes there, then we can do that as well. Same time.
26 00:06:25.870 ⇒ 00:06:44.520 ShannonMartinez: Get back on track to where we were, Janice, with the meeting every day. It’s been a challenging week for me coming back, and after had went to Vegas, and then we did our manager retreat. And then I’m in in Manager week this week for onboarding. So it’s been a little bit of a challenge, but next week we should be geared up in like
27 00:06:44.770 ⇒ 00:06:48.880 ShannonMartinez: we should be able to hit our reset button that, but we can.
28 00:06:49.280 ⇒ 00:06:54.590 JanieceGarcia: Yes, definitely. And that’s what Amber is. Gonna help us with, too, with us being here.
29 00:06:56.230 ⇒ 00:07:02.670 Amber Lin: Totally do we add anything to the central doc? By the last time, we talked just.
30 00:07:02.670 ⇒ 00:07:03.560 JanieceGarcia: I did
31 00:07:07.120 ⇒ 00:07:18.229 Amber Lin: Where can I find it? Cause I was working on the document to reach. Give give the central Doc some structure. I was just wondering if you added anything I’ll add that to.
32 00:07:18.380 ⇒ 00:07:20.800 Amber Lin: I’ll make sure that I can see that as well.
33 00:07:24.820 ⇒ 00:07:26.650 JanieceGarcia: I just added
34 00:07:26.750 ⇒ 00:07:35.369 JanieceGarcia: a comment for you. The only thing, though amber that I’m still finding is when I’m adding to the central dock. It’s still not coming up.
35 00:07:35.560 ⇒ 00:07:36.510 JanieceGarcia: and Andy.
36 00:07:36.510 ⇒ 00:07:37.720 Amber Lin: Hmm.
37 00:07:37.970 ⇒ 00:07:40.869 JanieceGarcia: So we’ve got to get that the formatting.
38 00:07:44.050 ⇒ 00:07:46.010 Amber Lin: Is it? The collection statuses.
39 00:07:46.010 ⇒ 00:07:46.816 JanieceGarcia: Yes, ma’am,
40 00:07:47.220 ⇒ 00:07:47.870 Amber Lin: Hmm.
41 00:07:48.450 ⇒ 00:07:51.700 JanieceGarcia: The formatting I’m so worried about, because
42 00:07:52.080 ⇒ 00:07:56.760 JanieceGarcia: if we’re not able to find it, then our our peeps aren’t able to find it.
43 00:08:06.460 ⇒ 00:08:11.029 Amber Lin: hmm, alright, let me.
44 00:08:12.041 ⇒ 00:08:18.370 Amber Lin: Let me share screen and share my screen, and we can just run through the whole perfect
45 00:08:18.370 ⇒ 00:08:25.660 Amber Lin: document. And then we can talk about what needs formatting. And I know there’s a few other documents that we wanted to add.
46 00:08:26.000 ⇒ 00:08:26.319 JanieceGarcia: And then.
47 00:08:26.320 ⇒ 00:08:33.510 Amber Lin: Based on share my screen, based on what we, what we did last time? I think
48 00:08:34.080 ⇒ 00:08:38.020 Amber Lin: so. 1st off, this is the this is the one you just added right.
49 00:08:39.559 ⇒ 00:08:40.179 Amber Lin: Okay?
50 00:08:40.758 ⇒ 00:08:48.049 Amber Lin: Does it be okay, these are older ones. This is under, oh, this is under billing. Okay.
51 00:08:48.050 ⇒ 00:08:54.290 JanieceGarcia: Yeah. So I try to make sure that whenever I’m adding something, I’m putting it under what’s already there.
52 00:08:55.200 ⇒ 00:08:58.396 JanieceGarcia: So that way it keeps it, you know.
53 00:09:00.350 ⇒ 00:09:03.689 Amber Lin: Is this also new, or is this is something that has been there.
54 00:09:03.990 ⇒ 00:09:05.110 JanieceGarcia: That’s something that’s been there.
55 00:09:05.110 ⇒ 00:09:07.420 Amber Lin: Payment. Okay, sounds good.
56 00:09:09.160 ⇒ 00:09:10.100 Amber Lin: So.
57 00:09:10.730 ⇒ 00:09:14.839 ShannonMartinez: Is it some collections, statuses, or collection stages.
58 00:09:16.263 ⇒ 00:09:21.260 JanieceGarcia: It’s on the sheet, as I. All I did was copy and paste from the sheet itself.
59 00:09:24.070 ⇒ 00:09:27.679 JanieceGarcia: So it’s collection statuses is what it states.
60 00:09:28.140 ⇒ 00:09:35.199 ShannonMartinez: Can we amend it to say, collection, status, collection, status stages.
61 00:09:38.230 ⇒ 00:09:40.820 Amber Lin: Sure. Let me just go type that in.
62 00:09:40.820 ⇒ 00:09:45.240 ShannonMartinez: To keep the verbiage aligned with
63 00:09:48.580 ⇒ 00:09:49.670 ShannonMartinez: evolve.
64 00:09:51.210 ⇒ 00:09:51.780 Amber Lin: Hmm!
65 00:09:52.730 ⇒ 00:09:56.889 Amber Lin: Was that something that was here that we said wasn’t in the central dog?
66 00:09:57.330 ⇒ 00:10:02.460 JanieceGarcia: Yes, right there. Number 40, no number 65.
67 00:10:02.850 ⇒ 00:10:10.370 Amber Lin: Oh, yay, okay, in Central Dock, awesome one down.
68 00:10:12.020 ⇒ 00:10:16.810 Amber Lin: And I was working. I was working yesterday on a
69 00:10:19.100 ⇒ 00:10:22.550 Amber Lin: on, like a structure of how we have these things.
70 00:10:22.720 ⇒ 00:10:26.310 Amber Lin: So I’m not. I wanted to confirm with you guys how
71 00:10:26.500 ⇒ 00:10:32.420 Amber Lin: best these can be structured, and mostly just added titles. But I feel like they.
72 00:10:32.990 ⇒ 00:10:34.289 JanieceGarcia: I love that.
73 00:10:34.290 ⇒ 00:10:40.850 Amber Lin: Complete same content. The content is exactly the same as the central job. I’m just gonna add a new one that
74 00:10:40.970 ⇒ 00:10:44.109 Amber Lin: just gave me. So I’m just gonna add that.
75 00:10:44.610 ⇒ 00:10:50.139 JanieceGarcia: It’s just titling everything, so it doesn’t look like this long sheet. If they need.
76 00:10:50.140 ⇒ 00:10:50.560 Amber Lin: It’s good.
77 00:10:50.560 ⇒ 00:10:53.710 JanieceGarcia: Into it, then they’re able to click into it.
78 00:10:53.990 ⇒ 00:10:55.269 JanieceGarcia: I love that.
79 00:10:55.880 ⇒ 00:10:58.163 Amber Lin: Oh, yeah. So this is
80 00:10:59.390 ⇒ 00:11:11.680 Amber Lin: just wanted to make sure that this is the organization that you want. And then we can just go through everything to Con. We’ll just tag it as okay. This needs formatting. This needs formatting. And then we’ll just go through everything together.
81 00:11:11.680 ⇒ 00:11:12.260 JanieceGarcia: I think that.
82 00:11:12.260 ⇒ 00:11:13.030 Amber Lin: So perfect.
83 00:11:13.910 ⇒ 00:11:16.689 JanieceGarcia: And that’s gonna be easy for them to find.
84 00:11:21.200 ⇒ 00:11:26.210 Amber Lin: So let me close all of these.
85 00:11:26.750 ⇒ 00:11:34.599 Amber Lin: So what I have? Right now, is, I, organized it by general information.
86 00:11:35.267 ⇒ 00:11:42.650 Amber Lin: so the base definitions, the abbreviations, and then partly related to account management. So
87 00:11:43.590 ⇒ 00:11:49.329 Amber Lin: I’m not sure if this this is where it should go. I wanted to ask you guys on how to format these things.
88 00:11:49.920 ⇒ 00:11:50.450 ShannonMartinez: Sounds, like.
89 00:11:50.450 ⇒ 00:11:54.840 Amber Lin: I have a section on how to do scheduling a section on promotions.
90 00:11:55.060 ⇒ 00:11:59.649 Amber Lin: any Billings building and payment stuff.
91 00:12:00.300 ⇒ 00:12:06.930 Amber Lin: and then I’m not sure where to put this one under and then have admin processes is perfect.
92 00:12:07.720 ⇒ 00:12:10.919 Amber Lin: Oh, okay, admin processes.
93 00:12:11.500 ⇒ 00:12:12.119 ShannonMartinez: Lawson is.
94 00:12:12.120 ⇒ 00:12:18.120 Amber Lin: Information. There’s only one there. I don’t know where this should go, and then this is just all our services or
95 00:12:18.350 ⇒ 00:12:19.640 Amber Lin: protocols.
96 00:12:20.190 ⇒ 00:12:29.240 Amber Lin: specific special services and some of the special situations. So I just wanted to see how you guys think and how we should organize. Better organize this.
97 00:12:29.830 ⇒ 00:12:40.550 JanieceGarcia: I think that’s a really good thing. The only thing is, I would say, are with the definitions and everything up top. I would really like to see our menu of services up at the top.
98 00:12:40.830 ⇒ 00:12:46.119 JanieceGarcia: because that’s where everything’s going to base. And I’m wondering whenever we go into
99 00:12:48.590 ⇒ 00:12:53.630 JanieceGarcia: service to where our services and our protocols well, our service.
100 00:12:53.630 ⇒ 00:12:54.030 Amber Lin: This isn’t.
101 00:12:54.030 ⇒ 00:13:03.239 JanieceGarcia: Protocols, I think, with that. Yes, have all of them there, but then break them down into subcategories, pest control, rodent termite bag, bug, termite
102 00:13:05.075 ⇒ 00:13:06.000 JanieceGarcia: mosquito.
103 00:13:06.200 ⇒ 00:13:11.509 JanieceGarcia: So that way, if they’re needing something for mosquito, they can go into it and do that.
104 00:13:12.145 ⇒ 00:13:16.250 Amber Lin: Okay, okay, so sounds good. So just like the folder structure that, we had before.
105 00:13:16.250 ⇒ 00:13:22.790 JanieceGarcia: Yes, cause they’re almost. They’re already used to that looking into it that way, anyway. So I think
106 00:13:23.090 ⇒ 00:13:27.120 JanieceGarcia: keeping it uniform would be really big.
107 00:13:28.070 ⇒ 00:13:31.020 Amber Lin: Okay, awesome. Let me go get that.
108 00:13:37.980 ⇒ 00:13:39.460 Amber Lin: What’s the full day?
109 00:13:40.700 ⇒ 00:13:46.800 Amber Lin: Oh, thing, let me just copy this structure.
110 00:13:58.880 ⇒ 00:14:01.930 Amber Lin: Okay, so I can use this this structure.
111 00:14:02.720 ⇒ 00:14:07.249 JanieceGarcia: Can, you really can. But I would even take out like we’re.
112 00:14:07.250 ⇒ 00:14:07.760 ShannonMartinez: Into.
113 00:14:07.990 ⇒ 00:14:17.909 JanieceGarcia: Closed moths put it would be under special but flea and tick roaches, pantry pests those would be your pest control.
114 00:14:18.950 ⇒ 00:14:21.000 Amber Lin: Hmm, okay.
115 00:14:24.230 ⇒ 00:14:28.860 JanieceGarcia: I’m thinking more of how how our programs are. So if a customer is.
116 00:14:28.860 ⇒ 00:14:29.319 Amber Lin: Oh, my God!
117 00:14:29.320 ⇒ 00:14:37.640 JanieceGarcia: And for pantry pests. Then it’s gonna be, you know, one time pest control.
118 00:14:39.460 ⇒ 00:14:40.480 Amber Lin: And wants to be.
119 00:14:40.480 ⇒ 00:14:42.029 ShannonMartinez: They’ll go there, too. Okay.
120 00:14:42.030 ⇒ 00:14:43.610 JanieceGarcia: No mosquitoes on its own.
121 00:14:44.190 ⇒ 00:14:47.260 Amber Lin: Oh, I see blossom bees, bedbug.
122 00:14:47.472 ⇒ 00:14:48.319 ShannonMartinez: That’s on its own.
123 00:14:48.320 ⇒ 00:14:49.869 JanieceGarcia: Okay, on its own
124 00:14:50.150 ⇒ 00:14:52.340 Amber Lin: And turn my so on, and so.
125 00:14:52.600 ⇒ 00:14:54.220 JanieceGarcia: Correct. Okay.
126 00:14:54.700 ⇒ 00:14:56.230 Amber Lin: And it.
127 00:14:56.230 ⇒ 00:14:56.630 ShannonMartinez: Terminal.
128 00:14:56.630 ⇒ 00:14:57.670 Amber Lin: Can I move?
129 00:14:57.670 ⇒ 00:14:58.870 JanieceGarcia: Oh, yeah, it’s for mesh.
130 00:14:59.700 ⇒ 00:15:01.529 Amber Lin: Term, and mesh is also after.
131 00:15:06.210 ⇒ 00:15:07.929 Amber Lin: That’s also special.
132 00:15:08.416 ⇒ 00:15:17.820 Amber Lin: I I think chem free also goes there right? What about thermostall? And this, because I know this is also special, because we discontinued it.
133 00:15:17.970 ⇒ 00:15:20.729 Amber Lin: But I wasn’t sure where I should put it.
134 00:15:21.050 ⇒ 00:15:24.850 JanieceGarcia: I would put the therm the thermo cylinder special, for sure.
135 00:15:24.850 ⇒ 00:15:25.190 Amber Lin: Okay.
136 00:15:26.780 ⇒ 00:15:27.470 JanieceGarcia: But.
137 00:15:27.470 ⇒ 00:15:28.070 Amber Lin: So.
138 00:15:28.320 ⇒ 00:15:31.300 ShannonMartinez: I would nestle it under mosquito, though, because we have.
139 00:15:32.480 ⇒ 00:15:33.290 JanieceGarcia: That’s true.
140 00:15:33.780 ⇒ 00:15:34.460 JanieceGarcia: Yep.
141 00:15:34.980 ⇒ 00:15:37.989 Amber Lin: Okay, so people would, okay, sounds good.
142 00:15:38.750 ⇒ 00:15:40.880 ShannonMartinez: It’s a it’s a mosquito preventative.
143 00:15:41.600 ⇒ 00:15:46.160 Amber Lin: Oh, what about this one.
144 00:15:46.670 ⇒ 00:15:48.869 JanieceGarcia: That’s that needs to be under termite.
145 00:15:49.975 ⇒ 00:15:52.960 Amber Lin: Okay, sure.
146 00:15:53.830 ⇒ 00:15:59.460 ShannonMartinez: Okay. So this one, that one’s kind of tricky because it could be interpreted under the estimates.
147 00:15:59.968 ⇒ 00:16:05.720 ShannonMartinez: or it could be under service protocols. Okay, when somebody calls to get a quote for something.
148 00:16:05.980 ⇒ 00:16:25.290 ShannonMartinez: we have an option to sell them, to provide that to them as an option that has to go on a sales inspector, but it gets scheduled like a service. So there’s a little. It’s a little ambiguous in the way like it falls because it starts off estimates, and it ends up service.
149 00:16:25.560 ⇒ 00:16:26.520 JanieceGarcia: Yes. Correct.
150 00:16:26.520 ⇒ 00:16:36.189 Amber Lin: I see. Should we keep that in one place, or cause we have another section that we can put all of the estimate estimate stuff.
151 00:16:36.892 ⇒ 00:16:51.800 Amber Lin: And then this is, people can just come here for any protocols and then go to the estimates like right here for any of how to estimate different things. Should we do that, or should we just still keep them.
152 00:16:52.210 ⇒ 00:17:09.059 ShannonMartinez: I don’t think it’s redundant to have it in both places. I think it’s okay to put it in estimates. And it’s it’s also okay, to put it under termite under service protocols. And what I like about the way this is cartmentalize the service protocols and fax type sheet. That’s where we can dive in and start to add that layer for the process.
153 00:17:09.060 ⇒ 00:17:09.390 Amber Lin: -
154 00:17:09.390 ⇒ 00:17:10.010 JanieceGarcia: Correct.
155 00:17:10.010 ⇒ 00:17:10.430 Amber Lin: Okay.
156 00:17:10.430 ⇒ 00:17:11.000 JanieceGarcia: Yep.
157 00:17:14.790 ⇒ 00:17:17.530 Amber Lin: Awesome, so I’ll we’ll move.
158 00:17:18.550 ⇒ 00:17:20.530 JanieceGarcia: Kim free does need to be on its own.
159 00:17:20.720 ⇒ 00:17:24.890 Amber Lin: Okay, if I’m free, will be okay.
160 00:17:28.490 ⇒ 00:17:29.900 Amber Lin: Sounds good.
161 00:17:31.720 ⇒ 00:17:33.690 Amber Lin: So we will.
162 00:17:34.130 ⇒ 00:17:36.609 Amber Lin: I’ll reorganize these things.
163 00:17:36.910 ⇒ 00:17:37.705 JanieceGarcia: Okay.
164 00:17:39.290 ⇒ 00:17:40.560 Amber Lin: And then.
165 00:17:40.860 ⇒ 00:17:47.199 Amber Lin: is there any other special situations that we should put down here? I know we have bad weather. We have pet poisoning.
166 00:17:47.855 ⇒ 00:17:54.810 Amber Lin: Was there any specific other ones that we wanted to put in this this part.
167 00:17:56.420 ⇒ 00:18:05.150 JanieceGarcia: I’m almost thinking, like, possibly our bird bird and bats protocols because
168 00:18:06.920 ⇒ 00:18:19.779 JanieceGarcia: we’re starting out residential. But then depending on the situation or the severity or where it’s at on the home is when it would go commercial. So I would think that that’s definitely a specialized
169 00:18:21.440 ⇒ 00:18:23.430 JanieceGarcia: situation, for sure.
170 00:18:23.939 ⇒ 00:18:31.070 Amber Lin: Oh, when you talk about residential, commercial, where should we have somewhere that differentiates.
171 00:18:31.180 ⇒ 00:18:33.069 Amber Lin: though should it be like.
172 00:18:33.210 ⇒ 00:18:35.500 JanieceGarcia: Well, when we start building.
173 00:18:35.500 ⇒ 00:18:36.170 Amber Lin: Review.
174 00:18:36.410 ⇒ 00:18:40.600 JanieceGarcia: Andy Moore for the Commercial Department, then.
175 00:18:41.030 ⇒ 00:18:42.570 JanieceGarcia: Commercial is going to have its own.
176 00:18:43.380 ⇒ 00:18:45.659 Amber Lin: Okay, okay, it sounds good.
177 00:18:46.420 ⇒ 00:18:47.620 Amber Lin: So
178 00:18:49.670 ⇒ 00:18:57.290 Amber Lin: alright, let’s let’s okay. I’m ready. Let’s just go through this. It’s quite a long document, because right now it looks like it’s too.
179 00:18:57.290 ⇒ 00:18:58.810 JanieceGarcia: But it looks shorter.
180 00:18:58.810 ⇒ 00:19:02.038 Amber Lin: When you expand it at 70 pages.
181 00:19:03.090 ⇒ 00:19:04.140 Amber Lin: Okay? But now.
182 00:19:04.140 ⇒ 00:19:04.710 JanieceGarcia: Have a lot.
183 00:19:04.710 ⇒ 00:19:05.340 Amber Lin: Organising.
184 00:19:05.340 ⇒ 00:19:06.249 ShannonMartinez: At least here.
185 00:19:06.250 ⇒ 00:19:06.900 JanieceGarcia: I can.
186 00:19:07.060 ⇒ 00:19:08.619 ShannonMartinez: To be fair. It’s
187 00:19:08.730 ⇒ 00:19:18.359 ShannonMartinez: well you’re gonna have a whole set of other nuances when you run into commercial. But outside of commercial it’s the biggest. So.
188 00:19:18.625 ⇒ 00:19:18.890 Amber Lin: Yeah.
189 00:19:19.090 ⇒ 00:19:21.209 JanieceGarcia: Pest is definitely the largest.
190 00:19:21.210 ⇒ 00:19:25.049 Amber Lin: Yeah, we got it. I’ll be a pet specialist once I’ve understood.
191 00:19:25.050 ⇒ 00:19:27.240 JanieceGarcia: Yes, you will, and then you can answer the calls.
192 00:19:27.620 ⇒ 00:19:28.280 Amber Lin: So
193 00:19:30.220 ⇒ 00:19:36.519 Amber Lin: and that will be nice. Because then I know when the Csrs will use it because then I could tell them, hey, I use this, you should do it
194 00:19:36.520 ⇒ 00:19:36.840 Amber Lin: really.
195 00:19:37.790 ⇒ 00:19:38.160 ShannonMartinez: Good.
196 00:19:39.490 ⇒ 00:19:44.350 Amber Lin: So I started off by the definition
197 00:19:44.570 ⇒ 00:19:55.170 Amber Lin: like definitions are there? I think, on this, I guess this still needs in terms of like purpose.
198 00:19:56.490 ⇒ 00:19:57.230 JanieceGarcia: I mean, it’s.
199 00:19:57.230 ⇒ 00:20:00.540 Amber Lin: Created by dates. I don’t know.
200 00:20:00.650 ⇒ 00:20:02.270 Amber Lin: Or is there any other.
201 00:20:02.270 ⇒ 00:20:02.730 JanieceGarcia: So.
202 00:20:02.730 ⇒ 00:20:04.240 Amber Lin: Other definitions.
203 00:20:05.270 ⇒ 00:20:10.194 JanieceGarcia: No, not for these. And with these definitions
204 00:20:12.180 ⇒ 00:20:14.149 JanieceGarcia: I mean, I’m thinking more of like a
205 00:20:15.780 ⇒ 00:20:18.420 JanieceGarcia: definitions go at the end. But.
206 00:20:19.530 ⇒ 00:20:28.095 Amber Lin: Hmm, yeah, we can definitely move this to the end, like, these are all just terms and
207 00:20:28.820 ⇒ 00:20:34.260 Amber Lin: just terms that we need to, that people might need to look up like. There is pretty similar.
208 00:20:34.490 ⇒ 00:20:38.730 Amber Lin: I think we can just have a section, Craig.
209 00:20:38.730 ⇒ 00:20:39.430 JanieceGarcia: Definitions.
210 00:20:39.430 ⇒ 00:20:40.460 Amber Lin: Oh, definitely.
211 00:20:40.460 ⇒ 00:20:42.230 JanieceGarcia: And we can add to it as we.
212 00:20:42.230 ⇒ 00:20:44.830 Amber Lin: Yeah, and it also.
213 00:20:44.830 ⇒ 00:20:48.220 ShannonMartinez: Deviations would go hand in hand with that, too.
214 00:20:48.410 ⇒ 00:20:48.890 JanieceGarcia: Yes.
215 00:20:48.890 ⇒ 00:20:49.970 Amber Lin: We were.
216 00:20:49.970 ⇒ 00:20:51.640 ShannonMartinez: Just creating one of.
217 00:20:52.530 ⇒ 00:20:54.229 Amber Lin: Yeah. Yeah. Go. Ahead. Sorry.
218 00:20:54.230 ⇒ 00:20:55.830 ShannonMartinez: No, no! No! No go ahead.
219 00:20:56.420 ⇒ 00:21:25.569 Amber Lin: We’ve just created some one of this based on the central Doc. We extracted this with AI. So I kind of when we have another time, maybe to. I want to go over this together to make sure that definitions are correct, and then we also add any slangs that we wanna add into it, say, like the backpack and the system package thing like that we can add into there. So once we flush this out, it will help Andy, answer the questions a lot better. And then we can combine this also into
220 00:21:26.140 ⇒ 00:21:27.830 Amber Lin: okay definitions. Sheet.
221 00:21:28.400 ⇒ 00:21:34.830 Amber Lin: Okay, okay, combine which maybe he’s okay.
222 00:21:35.600 ⇒ 00:21:43.069 Amber Lin: Yeah, this is, yeah, we don’t have. We don’t have much of this yet, because most of it is in the spreadsheet, and we’ll combine those.
223 00:21:43.320 ⇒ 00:21:47.950 Amber Lin: This is an just a personnel who.
224 00:21:48.860 ⇒ 00:21:49.649 Amber Lin: Who is? Where?
225 00:21:49.650 ⇒ 00:21:53.020 JanieceGarcia: Can you go back up? We need to update, remove
226 00:21:55.100 ⇒ 00:21:58.729 JanieceGarcia: So we need to remove grease.
227 00:21:59.530 ⇒ 00:22:02.089 JanieceGarcia: But we actually need to.
228 00:22:03.830 ⇒ 00:22:04.400 ShannonMartinez: Yeah.
229 00:22:08.528 ⇒ 00:22:16.970 JanieceGarcia: Also make it to where Kenny is the support. Supervisor Michelle. Sonia, your leads.
230 00:22:24.510 ⇒ 00:22:25.860 Amber Lin: sounds, good.
231 00:22:26.805 ⇒ 00:22:27.150 JanieceGarcia: So.
232 00:22:27.150 ⇒ 00:22:30.749 Amber Lin: We’ll go, we’ll make sure to go through them and check again.
233 00:22:31.180 ⇒ 00:22:36.560 Amber Lin: And oh! And then we can
234 00:22:36.680 ⇒ 00:22:40.330 Amber Lin: work on the formatting to make it easier as well.
235 00:22:41.030 ⇒ 00:22:44.550 Amber Lin: And then now we have account management.
236 00:22:45.180 ⇒ 00:22:52.540 Amber Lin: Where currently I have these titles. Are these all under account management? I wasn’t sure what this was.
237 00:22:54.900 ⇒ 00:22:58.090 JanieceGarcia: You can actually move Alamo Barter to your.
238 00:22:58.540 ⇒ 00:22:58.930 ShannonMartinez: That’s what.
239 00:22:59.940 ⇒ 00:23:01.070 Amber Lin: Hmm, okay.
240 00:23:02.590 ⇒ 00:23:06.210 Amber Lin: I’ll move it under. Here.
241 00:23:09.130 ⇒ 00:23:10.739 Amber Lin: What is this for?
242 00:23:12.790 ⇒ 00:23:13.220 ShannonMartinez: It’s a.
243 00:23:13.220 ⇒ 00:23:19.179 JanieceGarcia: For special accounts that we and we literally, I want to say we have a handful.
244 00:23:19.180 ⇒ 00:23:20.410 ShannonMartinez: Handful. Yeah.
245 00:23:21.335 ⇒ 00:23:27.019 JanieceGarcia: Yeah, we’re down to a handful to where we will do services because they’re barding with
246 00:23:27.370 ⇒ 00:23:30.340 JanieceGarcia: bartering with services. They provide.
247 00:23:31.010 ⇒ 00:23:37.190 Amber Lin: Hmm, I mean, then it’s still. It’s still kind of like account management. Right? It’s specific.
248 00:23:37.190 ⇒ 00:23:41.420 JanieceGarcia: It is, but it’s there’s 1 person that that does this.
249 00:23:41.750 ⇒ 00:23:42.840 Amber Lin: Oh, okay.
250 00:23:42.840 ⇒ 00:23:43.590 JanieceGarcia: Of Ushi.
251 00:23:44.270 ⇒ 00:23:44.790 Amber Lin: I see.
252 00:23:44.790 ⇒ 00:23:46.950 ShannonMartinez: It’s need to know information.
253 00:23:48.280 ⇒ 00:23:48.890 ShannonMartinez: Thank you.
254 00:23:49.320 ⇒ 00:23:57.500 ShannonMartinez: It’s not a general public, but it’s good for it to be in the Central doc. So that way we can also, under purpose. Make sure that we have poc in there.
255 00:23:57.500 ⇒ 00:23:58.200 JanieceGarcia: Correct.
256 00:23:58.590 ⇒ 00:23:59.040 Amber Lin: She!
257 00:24:00.550 ⇒ 00:24:06.809 ShannonMartinez: Yeah. Like, if a Csr gets an Alamo barter account, they need to know who to contact, to get it over to them.
258 00:24:07.720 ⇒ 00:24:13.560 Amber Lin: Hmm! Do we have that written in here of knowing who to contact.
259 00:24:14.150 ⇒ 00:24:17.620 ShannonMartinez: It should be, you want to add.
260 00:24:17.620 ⇒ 00:24:27.519 JanieceGarcia: Because even with well, even with the Alamo barter accounts, too, I mean, if anyone is calling in, it’s because they’re calling in to make their payments, and that’s what this is here for.
261 00:24:27.840 ⇒ 00:24:31.139 JanieceGarcia: and it does have who you assign the follow up to.
262 00:24:32.964 ⇒ 00:24:35.450 Amber Lin: Where? Sorry. Where is? Oh, okay.
263 00:24:35.450 ⇒ 00:24:36.220 JanieceGarcia: Number 5.
264 00:24:36.650 ⇒ 00:24:37.570 Amber Lin: I see.
265 00:24:43.990 ⇒ 00:24:44.900 Amber Lin: Yes.
266 00:24:44.900 ⇒ 00:24:49.110 JanieceGarcia: Still there, coming to hang out. Yes.
267 00:24:49.470 ⇒ 00:24:50.065 JanieceGarcia: Why?
268 00:24:58.630 ⇒ 00:24:59.380 JanieceGarcia: Oh, yeah.
269 00:25:04.120 ⇒ 00:25:16.400 Amber Lin: Okay, sounds like I’m gonna keep it in account. Just because it’s related to this account I kind of. I I’m thinking of special situations, more as in subcategories of like the services and protocols.
270 00:25:16.710 ⇒ 00:25:17.070 JanieceGarcia: Okay.
271 00:25:17.370 ⇒ 00:25:25.229 Amber Lin: Yeah, just so that when people want certain information about accounts, they can just go here and look at all of the stuff related accounts.
272 00:25:26.279 ⇒ 00:25:34.419 Amber Lin: Yeah. Now, looking at this, I think the top few ones are pretty nicely organized like these. Look, these looks really great.
273 00:25:35.150 ⇒ 00:25:45.119 JanieceGarcia: They are. These are the ones that I had created. Whenever I 1st created my training deal. So for all of this, we have a lot of sops already
274 00:25:45.260 ⇒ 00:25:46.280 JanieceGarcia: for.
275 00:25:48.600 ⇒ 00:25:51.660 JanieceGarcia: For the actual pest side.
276 00:25:51.930 ⇒ 00:25:52.819 JanieceGarcia: We have this open.
277 00:25:52.820 ⇒ 00:25:53.760 Amber Lin: I see.
278 00:25:53.760 ⇒ 00:25:55.230 JanieceGarcia: It’s just adding on.
279 00:25:55.230 ⇒ 00:25:55.950 Amber Lin: Something.
280 00:25:55.950 ⇒ 00:25:57.550 JanieceGarcia: For what’s still needed.
281 00:25:58.141 ⇒ 00:26:08.460 Amber Lin: I see. I think once we do the initial pass of this, I think we can really start to go back into Andy’s feedback spreadsheet. And we can look at, hey, this is something we can add this
282 00:26:08.460 ⇒ 00:26:09.320 Amber Lin: exactly.
283 00:26:09.320 ⇒ 00:26:14.049 Amber Lin: So today we’ll get a good sense of what we already have is this.
284 00:26:14.050 ⇒ 00:26:14.420 JanieceGarcia: Correct.
285 00:26:14.420 ⇒ 00:26:20.690 Amber Lin: Up to date. Because I know this is 2023. Do you think there’s anything that’s changed that we need to update here.
286 00:26:21.170 ⇒ 00:26:27.319 JanieceGarcia: Contract billing, contract entry and billing stuff does not change very frequently.
287 00:26:27.320 ⇒ 00:26:29.499 Amber Lin: So this is, this is good.
288 00:26:32.530 ⇒ 00:26:34.730 Amber Lin: Updating the program.
289 00:26:38.410 ⇒ 00:26:40.420 Amber Lin: Okay, this is good, I assume.
290 00:26:41.670 ⇒ 00:26:42.180 JanieceGarcia: Yes.
291 00:26:42.180 ⇒ 00:26:44.069 Amber Lin: Title, Transfer of Service.
292 00:26:44.070 ⇒ 00:26:45.880 ShannonMartinez: She is updating program.
293 00:26:48.220 ⇒ 00:26:49.169 JanieceGarcia: In the program.
294 00:26:50.054 ⇒ 00:26:53.730 ShannonMartinez: I was looking at the process. What is the billing status.
295 00:26:59.050 ⇒ 00:26:59.830 Amber Lin: Hmm.
296 00:27:01.650 ⇒ 00:27:04.760 ShannonMartinez: I think we could clarify that a little bit more, for, like new hires
297 00:27:08.650 ⇒ 00:27:15.140 ShannonMartinez: it needs to have something in that process in regards to calling on any past due balances.
298 00:27:16.840 ⇒ 00:27:19.249 Amber Lin: Calling, calling, you.
299 00:27:20.290 ⇒ 00:27:21.660 ShannonMartinez: If I’m a new hire.
300 00:27:22.920 ⇒ 00:27:33.160 ShannonMartinez: And I know that the frequency is off. And I looked at the billing. I’m just thinking about the 1, 2, 3, 4, 5 steps right? I’m completely fresh to ABC. What is the billing status?
301 00:27:35.790 ⇒ 00:27:39.339 ShannonMartinez: I think we need to just add something about calling for past due balance.
302 00:27:43.230 ⇒ 00:27:46.650 Amber Lin: Me see, I think there was something about.
303 00:27:47.670 ⇒ 00:27:48.570 ShannonMartinez: Call.
304 00:27:48.570 ⇒ 00:27:50.580 JanieceGarcia: It’s gonna be under out checks.
305 00:27:55.950 ⇒ 00:28:01.130 Amber Lin: Okay, so there’s something we should update there.
306 00:28:02.150 ⇒ 00:28:05.699 Amber Lin: And anything here. You guys think we should clarify.
307 00:28:09.140 ⇒ 00:28:13.189 JanieceGarcia: I wish my link carried through, because this is where
308 00:28:14.170 ⇒ 00:28:22.970 JanieceGarcia: you just ensure a smooth transition of service of a new homeowner, with buying their new home with an existing ABC. Service.
309 00:28:30.700 ⇒ 00:28:34.990 JanieceGarcia: See a new transfer of services to new home owner.
310 00:28:35.210 ⇒ 00:28:37.280 JanieceGarcia: I want that to say homeowner.
311 00:28:40.325 ⇒ 00:28:49.540 JanieceGarcia: But what is that sheet called again for that sop transfer.
312 00:28:50.300 ⇒ 00:28:52.529 Amber Lin: Transfer services to new owner.
313 00:28:56.740 ⇒ 00:29:00.710 JanieceGarcia: Trying to see if I had a link on here to the actual letter, because I thought I did
314 00:29:00.940 ⇒ 00:29:03.200 JanieceGarcia: to the template letter that we were talking about.
315 00:29:05.300 ⇒ 00:29:06.150 Amber Lin: Hmm.
316 00:29:08.730 ⇒ 00:29:09.959 JanieceGarcia: Nope, I do not.
317 00:29:10.750 ⇒ 00:29:13.860 JanieceGarcia: I do not. Okay, never mind.
318 00:29:16.700 ⇒ 00:29:26.175 Amber Lin: Let me see if I can just copy all of this over here.
319 00:29:32.160 ⇒ 00:29:32.750 JanieceGarcia: Oh!
320 00:29:34.160 ⇒ 00:29:35.960 Amber Lin: Oh, so much words!
321 00:29:37.170 ⇒ 00:29:38.299 JanieceGarcia: So many words.
322 00:29:38.630 ⇒ 00:29:39.620 Amber Lin: I know.
323 00:29:42.570 ⇒ 00:29:50.249 Amber Lin: Oh, did the? Oh, gosh, okay, I’ll copy those comments over. I just wanted to be in a central doc. So you guys have access.
324 00:29:52.090 ⇒ 00:29:57.460 Amber Lin: Please stop sharing anyways updating the program.
325 00:29:57.880 ⇒ 00:30:02.450 Amber Lin: So anything here. So you said, you want to add the letter.
326 00:30:03.750 ⇒ 00:30:04.869 JanieceGarcia: I just wanna.
327 00:30:05.240 ⇒ 00:30:06.339 ShannonMartinez: The new homeowner.
328 00:30:06.340 ⇒ 00:30:12.429 JanieceGarcia: New homeowner instead of just new owner. I want new home. You can just type in home. There you go, perfect.
329 00:30:12.430 ⇒ 00:30:14.100 Amber Lin: Okay. Awesome.
330 00:30:14.670 ⇒ 00:30:22.099 Amber Lin: Okay. Next, one same day, rescheduling, should we expand.
331 00:30:22.450 ⇒ 00:30:26.229 JanieceGarcia: I already have the template in here. It’s something for you and I, Shannon.
332 00:30:26.630 ⇒ 00:30:27.310 ShannonMartinez: Okay.
333 00:30:32.910 ⇒ 00:30:34.380 Amber Lin: Yeah. So I’m linking account.
334 00:30:34.380 ⇒ 00:30:35.989 ShannonMartinez: Updated. Here’s the chat.
335 00:30:36.810 ⇒ 00:30:37.570 JanieceGarcia: Do? What.
336 00:30:38.010 ⇒ 00:30:39.109 ShannonMartinez: It looked updated.
337 00:30:44.390 ⇒ 00:30:45.810 ShannonMartinez: We can go through it, though.
338 00:30:47.250 ⇒ 00:30:49.840 JanieceGarcia: It says, chat to specialists in their service. Manager, that’s good
339 00:31:00.310 ⇒ 00:31:01.790 JanieceGarcia: linking accounts
340 00:31:02.860 ⇒ 00:31:11.880 JanieceGarcia: that was done anything that has to do with billing or linking accounts. Those have to remain the way that they are that I work with our billing.
341 00:31:13.610 ⇒ 00:31:14.530 Amber Lin: Okay.
342 00:31:15.860 ⇒ 00:31:19.359 JanieceGarcia: So if there’s any changes on those, we will definitely make changes. But.
343 00:31:19.360 ⇒ 00:31:25.110 Amber Lin: Okay. Awesome click to buy. That would be the same right.
344 00:31:27.825 ⇒ 00:31:28.510 JanieceGarcia: Yes.
345 00:31:38.650 ⇒ 00:31:40.370 JanieceGarcia: Well, I don’t think you understand.
346 00:31:45.770 ⇒ 00:31:50.719 Amber Lin: Awesome service, scheduling and handling different orders.
347 00:31:51.450 ⇒ 00:31:55.579 Amber Lin: So this is a on-demand pest control service.
348 00:31:56.600 ⇒ 00:32:03.579 Amber Lin: Oh, there’s maybe we should add some more like we here we have version, created days. Go process
349 00:32:03.930 ⇒ 00:32:07.380 Amber Lin: don’t really have any structure here. This is just process.
350 00:32:07.380 ⇒ 00:32:07.870 ShannonMartinez: Good morning!
351 00:32:07.870 ⇒ 00:32:12.400 JanieceGarcia: No, I’m like Shannon, and I created that last week no, 2 weeks ago.
352 00:32:12.680 ⇒ 00:32:18.870 Amber Lin: Probably just on the fly. It’s totally fine. We’re we’re going through everything. So we’ll just mark everything, and maybe AI can help you
353 00:32:19.310 ⇒ 00:32:19.630 Amber Lin: if.
354 00:32:19.630 ⇒ 00:32:20.140 ShannonMartinez: Yeah.
355 00:32:20.140 ⇒ 00:32:27.250 ShannonMartinez: the last service was in the next. But if there’s if there’s an existing program, then we need to update the event
356 00:32:27.400 ⇒ 00:32:33.050 ShannonMartinez: that just came up in that email, us, just we just dealt with that with contract entry.
357 00:32:33.600 ⇒ 00:32:34.300 Amber Lin: Oh.
358 00:32:37.570 ⇒ 00:32:40.129 Amber Lin: any updates. So I should add anything here.
359 00:32:40.540 ⇒ 00:32:51.359 JanieceGarcia: Well, if it hasn’t, if the service has been done within the last 12 months, though then there’s no event that’s there, because it’s not going to be there until it’s time to renew.
360 00:32:52.020 ⇒ 00:32:57.130 ShannonMartinez: But if there’s an existing program, then we need to update it on the event level, not just created the hold.
361 00:33:01.010 ⇒ 00:33:05.920 JanieceGarcia: I guess I to see what you’re talking about, because we’d have to. We have to create the hold
362 00:33:06.580 ⇒ 00:33:11.300 JanieceGarcia: to go ahead and add, so I’m not sure exactly what what you mean. Then.
363 00:33:11.610 ⇒ 00:33:14.222 ShannonMartinez: We have one in our inbox for today. That was a correction.
364 00:33:16.420 ⇒ 00:33:17.779 ShannonMartinez: We can reference. It.
365 00:33:19.990 ⇒ 00:33:22.129 Amber Lin: Okay. I tagged it. We’ll update it.
366 00:33:22.690 ⇒ 00:33:23.530 JanieceGarcia: Perfect. Okay.
367 00:33:23.530 ⇒ 00:33:29.890 Amber Lin: Yeah, we’ll look at it. Next one is scheduling procedures.
368 00:33:32.880 ⇒ 00:33:36.860 Amber Lin: Oh, this is quite a long document. Maybe we should break these up.
369 00:33:36.860 ⇒ 00:33:41.619 JanieceGarcia: That one is. But actually this is one that Yvette and I created as well.
370 00:33:42.600 ⇒ 00:33:49.120 ShannonMartinez: Yeah. And that’s so. This is where we need to add processes.
371 00:33:49.945 ⇒ 00:33:52.140 Amber Lin: Okay, so.
372 00:33:52.140 ⇒ 00:33:57.210 ShannonMartinez: So it says scheduling procedures, but it doesn’t say what to actually do.
373 00:33:57.420 ⇒ 00:33:59.199 Amber Lin: I see, I see.
374 00:33:59.390 ⇒ 00:34:05.289 ShannonMartinez: It breaks, it breaks it down. It says it’s the procedure, but it’s not. It’s actually
375 00:34:05.510 ⇒ 00:34:13.630 ShannonMartinez: these are like categories. The procedure is the, you know, purpose, scope, process. The process is what we need to add to this.
376 00:34:13.800 ⇒ 00:34:17.630 Amber Lin: Okay. So I, okay.
377 00:34:17.639 ⇒ 00:34:23.859 JanieceGarcia: So with that, because I have a creating hold creating service order.
378 00:34:24.409 ⇒ 00:34:28.099 JanieceGarcia: So it’s just moving that to this.
379 00:34:28.889 ⇒ 00:34:32.909 Amber Lin: Where is the creating service? Order is that somewhere?
380 00:34:33.300 ⇒ 00:34:34.080 Amber Lin: Talk.
381 00:34:34.389 ⇒ 00:34:35.019 JanieceGarcia: Yeah.
382 00:34:35.310 ⇒ 00:34:42.009 Amber Lin: Okay, let me find service order, duration of service orders.
383 00:34:42.510 ⇒ 00:34:43.010 JanieceGarcia: Nope.
384 00:34:44.210 ⇒ 00:34:48.560 Amber Lin: Oh, creating initial calls.
385 00:34:49.139 ⇒ 00:34:50.039 JanieceGarcia: That’s 1 of them.
386 00:34:50.040 ⇒ 00:34:50.370 Amber Lin: So.
387 00:34:50.370 ⇒ 00:34:56.420 JanieceGarcia: And then creating the service order. Both of those need to go up where those are.
388 00:34:56.429 ⇒ 00:35:10.839 Amber Lin: So service these 2, this one right, this one, both this and this the one. Okay, let me
389 00:35:12.219 ⇒ 00:35:14.579 Amber Lin: scoot that up here.
390 00:35:17.340 ⇒ 00:35:23.020 JanieceGarcia: Cause. They need to figure out this 1st and then go in and create what they’re creating.
391 00:35:26.840 ⇒ 00:35:38.269 Amber Lin: And I think for these, we should probably also break it down by for service area.
392 00:35:38.270 ⇒ 00:35:40.470 ShannonMartinez: This is where I struggle so.
393 00:35:55.330 ⇒ 00:35:59.830 JanieceGarcia: And the durations. The durations is kind of gonna go with that.
394 00:35:59.830 ⇒ 00:36:04.929 Amber Lin: I see. So what’s the process of when we do that? So we first, st I guess we 1st
395 00:36:05.490 ⇒ 00:36:09.999 Amber Lin: do. We look at this 1 first, st like, what’s the order?
396 00:36:10.760 ⇒ 00:36:11.250 Amber Lin: Okay?
397 00:36:11.250 ⇒ 00:36:12.360 JanieceGarcia: We have to figure out.
398 00:36:12.360 ⇒ 00:36:13.990 Amber Lin: These documents.
399 00:36:14.960 ⇒ 00:36:20.280 JanieceGarcia: So okay with with going in. And
400 00:36:21.250 ⇒ 00:36:35.990 JanieceGarcia: I guess the order would be us figuring out exactly what we’re needing to schedule. So what is it that we’re scheduling? Are we scheduling an estimate? Are we scheduling? A service? Are we moving an event? Are we scheduling a production order? We scheduling a brand new service right?
401 00:36:36.950 ⇒ 00:36:52.469 JanieceGarcia: Once you figure that out, which is how that one is laid out. Then, okay, you have your your 2 different times. You’re going in and creating initial hold. Or you’re creating a service order because you’re going to create a production other than that, it is going to be
402 00:36:52.580 ⇒ 00:36:58.239 JanieceGarcia: adjusting the event that’s already there, based upon what the customer is wanting
403 00:36:59.020 ⇒ 00:37:06.890 JanieceGarcia: in the customers wanting to have their service done, or creating a whole brand new account, and creating that estimate which is going to be something different.
404 00:37:10.750 ⇒ 00:37:15.730 ShannonMartinez: I think the issue that I have is that scheduling procedures doesn’t actually tell you what the procedure is.
405 00:37:16.408 ⇒ 00:37:20.040 Amber Lin: Yeah, let’s let’s flush that out. So.
406 00:37:20.600 ⇒ 00:37:23.410 ShannonMartinez: I know that that’s something that Yvette and
407 00:37:24.330 ⇒ 00:37:32.530 ShannonMartinez: and Janice created, but it ha! We have to stick processes underneath each one of those categories. So we could just note that.
408 00:37:47.290 ⇒ 00:37:50.040 JanieceGarcia: And that goes back to your 3, 60 and.
409 00:37:50.370 ⇒ 00:37:51.120 ShannonMartinez: Yes.
410 00:37:51.390 ⇒ 00:38:03.119 ShannonMartinez: but this is where I think it’s going to be. The game changer when it comes to new hires and having faith in the system is, if I’m going in there and say, what’s the procedure to schedule a rodent inspection?
411 00:38:03.870 ⇒ 00:38:09.456 ShannonMartinez: And then it actually tell it. Okay. First, st here to have the process in there.
412 00:38:13.160 ⇒ 00:38:20.529 Amber Lin: So I guess the 1st question we ask is, Does the customer have an account? Next, I guess we we ask is this.
413 00:38:20.840 ⇒ 00:38:22.160 Amber Lin: is this?
414 00:38:22.770 ⇒ 00:38:25.680 Amber Lin: Is there an existing event? I guess.
415 00:38:25.840 ⇒ 00:38:27.360 JanieceGarcia: Is there an existing program.
416 00:38:27.570 ⇒ 00:38:28.230 ShannonMartinez: Program.
417 00:38:28.930 ⇒ 00:38:29.940 Amber Lin: Programming.
418 00:38:31.150 ⇒ 00:38:43.910 Amber Lin: And so if yes, we go to adjusting, adjusting, existing event, if.
419 00:38:43.910 ⇒ 00:38:47.600 JanieceGarcia: Then I don’t like that either, because it depends on where it lays.
420 00:38:48.470 ⇒ 00:38:49.420 Amber Lin: Oh!
421 00:38:50.210 ⇒ 00:38:57.119 JanieceGarcia: Because if they have an existing program great, but are they due for service? That’s gonna be the next question.
422 00:38:59.280 ⇒ 00:39:00.730 JanieceGarcia: Are they due for service.
423 00:39:04.180 ⇒ 00:39:07.720 Amber Lin: So if yes, and if no, what happens if it’s yes, and.
424 00:39:07.720 ⇒ 00:39:08.290 JanieceGarcia: So, if it.
425 00:39:08.290 ⇒ 00:39:08.900 Amber Lin: If, if.
426 00:39:08.900 ⇒ 00:39:12.520 JanieceGarcia: Yes, then we adjust the event.
427 00:39:13.130 ⇒ 00:39:17.069 JanieceGarcia: That’s where you’re adjusting the event. The existing event.
428 00:39:22.360 ⇒ 00:39:25.319 Amber Lin: if no, no, then don’t have to.
429 00:39:25.320 ⇒ 00:39:29.279 JanieceGarcia: Then you’re creating a production service order ticket.
430 00:39:31.270 ⇒ 00:39:39.090 Amber Lin: Oh, wait. So if they have the existing program and they’re not due for service, then we’re creating a production.
431 00:39:39.520 ⇒ 00:39:40.040 JanieceGarcia: Yep.
432 00:39:40.650 ⇒ 00:39:47.230 Amber Lin: Right production service. Yes, okay.
433 00:39:48.070 ⇒ 00:39:54.610 Amber Lin: And then, if they don’t have an existing program, is, what are we asking.
434 00:39:55.590 ⇒ 00:39:57.190 JanieceGarcia: We’re creating the estimate.
435 00:39:57.990 ⇒ 00:40:00.880 Amber Lin: Great estimate.
436 00:40:02.589 ⇒ 00:40:08.849 Amber Lin: What about these like? When when do we make an additional hold? When do we make a service order.
437 00:40:09.280 ⇒ 00:40:13.480 JanieceGarcia: The service order would be your production service, order.
438 00:40:13.980 ⇒ 00:40:18.180 Amber Lin: Oh, okay, sounds good. What about the initial hold? What
439 00:40:18.180 ⇒ 00:40:21.850 Amber Lin: the initial hold is going to be? If a customer is calling in.
440 00:40:21.980 ⇒ 00:40:25.779 JanieceGarcia: Because they’re ready to schedule their
441 00:40:26.160 ⇒ 00:40:28.899 JanieceGarcia: from their agreement that they just had with the estimate.
442 00:40:29.180 ⇒ 00:40:30.429 ShannonMartinez: After the estimate.
443 00:40:31.820 ⇒ 00:40:33.530 Amber Lin: Oh, okay.
444 00:40:34.270 ⇒ 00:40:36.730 ShannonMartinez: Those are holds are for.
445 00:40:36.890 ⇒ 00:40:38.480 JanieceGarcia: Brand New Service.
446 00:40:38.480 ⇒ 00:40:45.450 ShannonMartinez: New programs for customers who don’t have existing coverage.
447 00:40:45.850 ⇒ 00:40:46.230 Amber Lin: Yeah.
448 00:40:46.230 ⇒ 00:40:50.240 ShannonMartinez: After the estimate is provided upon a signed agreement.
449 00:40:50.580 ⇒ 00:40:51.050 JanieceGarcia: Yeah.
450 00:40:51.050 ⇒ 00:40:57.360 Amber Lin: Okay, so this is, this will be something that’s here later. Right?
451 00:40:59.180 ⇒ 00:40:59.960 JanieceGarcia: Correct.
452 00:41:00.310 ⇒ 00:41:07.140 ShannonMartinez: Yeah, but it really falls under under create estimate is.
453 00:41:07.500 ⇒ 00:41:07.910 Amber Lin: Oh!
454 00:41:07.910 ⇒ 00:41:10.670 ShannonMartinez: So I’m trying to look at your flow.
455 00:41:11.440 ⇒ 00:41:19.750 ShannonMartinez: Okay, are they? Yes, if they’re due for service. Okay, no create production service event or.
456 00:41:21.320 ⇒ 00:41:25.620 Amber Lin: Or look at, look at existing.
457 00:41:25.620 ⇒ 00:41:27.570 JanieceGarcia: Yeah, or you can put their look
458 00:41:28.100 ⇒ 00:41:34.349 JanieceGarcia: or look to see if agreement has already been.
459 00:41:35.380 ⇒ 00:41:45.740 ShannonMartinez: Side. But I’m going back a second. Is there an existing program? If it says, No, create a production service event, then that’s not accurate. We would need to create an estimate.
460 00:41:48.025 ⇒ 00:41:49.000 Amber Lin: Here.
461 00:41:50.200 ⇒ 00:41:50.630 ShannonMartinez: Yes.
462 00:41:50.630 ⇒ 00:41:51.410 Amber Lin: So.
463 00:41:51.410 ⇒ 00:41:55.060 ShannonMartinez: If there’s an existing program, if there’s not, we wouldn’t create a.
464 00:41:55.060 ⇒ 00:41:58.260 JanieceGarcia: No, no, no, that’s that’s the a. Yes.
465 00:41:58.430 ⇒ 00:42:05.029 JanieceGarcia: So the a. Yes is, are they due for service? Yes, adjust the event. No, create a production service even.
466 00:42:05.030 ⇒ 00:42:15.269 ShannonMartinez: Are they due for service? Do they have? Okay? So this we need to clarify because due for service could mean they have an issue right?
467 00:42:15.700 ⇒ 00:42:23.419 ShannonMartinez: But is there program event within the same month? Is that what you’re trying to deter? That’s what is that? What you’re trying to identify.
468 00:42:23.420 ⇒ 00:42:25.690 JanieceGarcia: That is, are they due for service? Yes.
469 00:42:28.220 ⇒ 00:42:29.060 Amber Lin: Hmm.
470 00:42:29.060 ⇒ 00:42:33.159 JanieceGarcia: They do for the month that they’re calling in. So if they’re calling in now for June.
471 00:42:33.430 ⇒ 00:42:46.030 JanieceGarcia: are they due for service? Because if they are. We’re just adjusting that event level. We should not be sending out a technician on a reservice if they’re due for this for their maintenance service this month
472 00:42:46.940 ⇒ 00:42:48.869 JanieceGarcia: we should move the maintenance. We’re saying the same.
473 00:42:48.870 ⇒ 00:42:54.070 ShannonMartinez: I just don’t think that due for service, I think, is vague.
474 00:42:54.310 ⇒ 00:42:56.580 Amber Lin: You want a different word, we can make a
475 00:42:56.920 ⇒ 00:43:00.730 Amber Lin: let’s we can make that question very specific. What do you want to put.
476 00:43:04.240 ⇒ 00:43:06.889 ShannonMartinez: If they have an event in the current month.
477 00:43:14.590 ⇒ 00:43:17.040 ShannonMartinez: Due for service if I’m new.
478 00:43:17.550 ⇒ 00:43:33.520 ShannonMartinez: And the customer says, Oh, I need to schedule and all I see, and it’s it’s existing, and I see that there’s a program due for service needs to be specific about it having an event in the current month. If it’s an if it’s a by month, and we don’t have an event. Then we would look at updating the program.
479 00:43:38.630 ⇒ 00:43:42.669 JanieceGarcia: You mean updating, you wouldn’t update the program. If it’s in a bi-month, you’d schedule a reservice.
480 00:43:43.420 ⇒ 00:43:44.240 ShannonMartinez: Yes.
481 00:43:44.520 ⇒ 00:43:51.149 ShannonMartinez: or you would have to know the service frequency to make sure that there’s no past due ballot second Sundays, and all of those things
482 00:43:51.640 ⇒ 00:44:02.169 ShannonMartinez: when we get yeah? Because I’m thinking about call list. I’m thinking about customer callbacks and past due balances. They may be due for the service in June, but their service is sitting in May.
483 00:44:04.720 ⇒ 00:44:12.090 ShannonMartinez: and I need to move it up from May over to June, or skip that when to bring July up and then update the program towards every other month.
484 00:44:12.480 ⇒ 00:44:19.500 JanieceGarcia: No, we definitely wouldn’t skip, may you. If it’s sitting in on Sunday in May, you would want to move that one to June.
485 00:44:19.710 ⇒ 00:44:21.460 JanieceGarcia: not move July back.
486 00:44:22.140 ⇒ 00:44:23.780 JanieceGarcia: You always want to go forward.
487 00:44:23.920 ⇒ 00:44:25.710 ShannonMartinez: It’s circumstantial. Yes.
488 00:44:25.880 ⇒ 00:44:39.409 ShannonMartinez: it’s circumstantial. You would have to look to see. Is that their 1st skip service did? Are they calling us back to get within the current month. I think it’s situational. I think the way that we absolve, that is by saying, do they have an event in the current month.
489 00:44:40.950 ⇒ 00:44:47.339 ShannonMartinez: If they do, yes, adjust event and program accordingly.
490 00:44:47.910 ⇒ 00:44:54.700 ShannonMartinez: and then, if no create the Protection service event. Yes, service order. Yes.
491 00:44:55.800 ⇒ 00:44:59.440 JanieceGarcia: I would, yeah, create production service order.
492 00:45:05.130 ⇒ 00:45:11.260 Amber Lin: Okay, this. This is a like, a high level flow. But this makes sense right?
493 00:45:12.000 ⇒ 00:45:12.520 ShannonMartinez: Yeah.
494 00:45:12.930 ⇒ 00:45:18.320 JanieceGarcia: But that’s exactly how it would go, based upon their conversation with.
495 00:45:18.320 ⇒ 00:45:22.150 Amber Lin: Yeah, they’ll just ask these, I think this will be really helpful.
496 00:45:23.285 ⇒ 00:45:27.099 Amber Lin: So now, looking at these documents.
497 00:45:27.270 ⇒ 00:45:31.699 Amber Lin: where would they fall under in this process like
498 00:45:32.100 ⇒ 00:45:37.640 Amber Lin: this on demand, pest control service. Does it fall? Where would it fall under.
499 00:45:38.910 ⇒ 00:45:40.500 JanieceGarcia: It doesn’t fall under. There.
500 00:45:40.990 ⇒ 00:45:51.040 ShannonMartinez: Does the customer have an account? Is there? So some on demand? Customers will just have like a single event, some on demand. Customers will have an ongoing program.
501 00:45:51.500 ⇒ 00:45:52.800 ShannonMartinez: Some of them will look.
502 00:45:52.800 ⇒ 00:45:53.230 JanieceGarcia: No.
503 00:45:53.230 ⇒ 00:45:53.940 ShannonMartinez: Don’t have any.
504 00:45:54.670 ⇒ 00:45:59.170 JanieceGarcia: On demand. Customers is going to be our our on demand program.
505 00:45:59.780 ⇒ 00:46:00.190 ShannonMartinez: Yeah.
506 00:46:00.190 ⇒ 00:46:05.220 JanieceGarcia: a 1 time would be if they’re just one time services
507 00:46:05.520 ⇒ 00:46:16.010 JanieceGarcia: on demand. Pest control service is going to be our older customers that are grandfathered in. They’ve got to have the service once a year once every 12 months.
508 00:46:16.790 ⇒ 00:46:18.549 ShannonMartinez: Existing program. Yeah.
509 00:46:20.560 ⇒ 00:46:23.020 Amber Lin: And bothered in.
510 00:46:23.970 ⇒ 00:46:30.170 ShannonMartinez: But they don’t necessarily have the renewal.
511 00:46:30.540 ⇒ 00:46:35.430 JanieceGarcia: They would. Yes, on demand, pest control customers.
512 00:46:35.430 ⇒ 00:46:35.949 ShannonMartinez: But you’re right.
513 00:46:35.950 ⇒ 00:46:36.480 JanieceGarcia: Renewal.
514 00:46:36.480 ⇒ 00:46:44.560 ShannonMartinez: You’re right, you’re right, you’re right. They would have to have the renewal. It wouldn’t matter if it had just been 12 months. If we’ve cancelled it. Then they can’t reinstate.
515 00:46:44.560 ⇒ 00:46:46.030 JanieceGarcia: And they cannot reinstate.
516 00:46:47.950 ⇒ 00:46:53.730 Amber Lin: Hold on, I see. So. Yes, they do have an account.
517 00:46:54.202 ⇒ 00:46:55.229 Amber Lin: Yes, they have.
518 00:46:55.230 ⇒ 00:46:57.049 ShannonMartinez: Yes, they have an existing program.
519 00:46:57.320 ⇒ 00:47:05.270 Amber Lin: But no, they don’t. I don’t think they yet have something for.
520 00:47:05.540 ⇒ 00:47:12.642 ShannonMartinez: So. Yes, if they would have an existing program, but we would.
521 00:47:17.060 ⇒ 00:47:18.760 ShannonMartinez: We wouldn’t create a hold.
522 00:47:18.920 ⇒ 00:47:19.910 ShannonMartinez: We would.
523 00:47:20.300 ⇒ 00:47:21.180 ShannonMartinez: Well.
524 00:47:21.950 ⇒ 00:47:24.910 Amber Lin: Do we still need to create a service order for them?
525 00:47:24.910 ⇒ 00:47:25.650 Amber Lin: Or.
526 00:47:32.190 ⇒ 00:47:34.640 Amber Lin: Okay, it’s okay, I think.
527 00:47:35.161 ⇒ 00:47:39.520 Amber Lin: we’ll fit. We’ll fit that in later. I wanna kind of look at these
528 00:47:40.280 ⇒ 00:47:48.720 Amber Lin: like this will break down scheduling procedures. Kind of goes into either, like here
529 00:47:49.510 ⇒ 00:47:53.350 Amber Lin: grading estimates. When do we schedule the procedure.
530 00:47:57.270 ⇒ 00:47:59.100 ShannonMartinez: Schedule, a procedure.
531 00:47:59.440 ⇒ 00:48:05.220 Amber Lin: Yeah, think after. So create estimate?
532 00:48:06.360 ⇒ 00:48:06.820 Amber Lin: Thanks.
533 00:48:07.600 ⇒ 00:48:14.320 Amber Lin: Would that just be a separate like schedule procedure?
534 00:48:19.070 ⇒ 00:48:27.759 ShannonMartinez: When I think about scheduling procedures, and how the way that that was intended. It’s like this is the process. This is the procedure to follow when you schedule
535 00:48:28.240 ⇒ 00:48:33.949 ShannonMartinez: and scheduling procedures. If you open up that document is more informational than it is instructional.
536 00:48:36.220 ⇒ 00:48:37.580 ShannonMartinez: There’s not a
537 00:48:37.960 ⇒ 00:48:45.160 ShannonMartinez: like how you have 1, 2, 3, and then yes or no, or even in our sops, with scope, purpose, and process.
538 00:48:47.060 ⇒ 00:48:51.660 ShannonMartinez: So it does say a production order must be created with the last specialist who came out.
539 00:48:52.470 ⇒ 00:48:55.690 ShannonMartinez: But that’s in in regards to reservice.
540 00:49:01.990 ⇒ 00:49:15.529 Amber Lin: I see. So this is scheduling this specific procedure we’re referring to it doesn’t relate to any of any of these right, it’s not about adjusting events, not about the production service order. It’s not an estimate. It’s just like.
541 00:49:16.110 ⇒ 00:49:26.749 ShannonMartinez: It is, and it should be so. Janice, why would we use the Inspector Zip code for initial services and then create the production order with the last specialist.
542 00:49:31.080 ⇒ 00:49:33.210 ShannonMartinez: Do you see how those don’t tie together?
543 00:49:34.150 ⇒ 00:49:36.269 ShannonMartinez: One of them sells one of them service.
544 00:49:41.250 ⇒ 00:49:42.540 JanieceGarcia: I don’t know why.
545 00:49:42.540 ⇒ 00:49:44.930 ShannonMartinez: And then it says salesperson’s name
546 00:49:45.710 ⇒ 00:49:50.890 ShannonMartinez: ages initials. Seems like that kind of got like chopped up somewhere right.
547 00:49:50.890 ⇒ 00:49:52.999 JanieceGarcia: Yes, something happened with that one.
548 00:49:53.000 ⇒ 00:49:53.790 ShannonMartinez: A little choppy.
549 00:49:53.790 ⇒ 00:49:58.959 Amber Lin: Okay, okay, let’s let’s note that. And we’ll just yeah.
550 00:49:59.130 ⇒ 00:50:11.409 Amber Lin: we’ll we’ll tie this up. I think this will be really helpful for this whole section. Seems like there’s a lot of different things floating around. I think this is a great chance for us to tidy this up and give it like a
551 00:50:11.680 ⇒ 00:50:12.520 Amber Lin: makeover.
552 00:50:15.370 ⇒ 00:50:20.610 ShannonMartinez: Yeah, this scheduling procedures. It says, use Inspector Zip code for initial services.
553 00:50:20.910 ⇒ 00:50:22.750 ShannonMartinez: But that’s not accurate.
554 00:50:23.466 ⇒ 00:50:28.290 ShannonMartinez: That should actually be skills and zips, pests. Pest.
555 00:50:28.970 ⇒ 00:50:32.849 JanieceGarcia: I wanna look that one up. Hold on! That’s under scheduling procedures.
556 00:50:35.580 ⇒ 00:50:39.149 ShannonMartinez: Seems like something got copied and pasted in there. Weird right.
557 00:50:39.150 ⇒ 00:50:40.010 JanieceGarcia: Yeah.
558 00:50:40.010 ⇒ 00:50:47.149 Amber Lin: Yeah, this is most likely this is gonna be a slide deck that we copied over.
559 00:50:47.610 ⇒ 00:50:48.070 ShannonMartinez: Thank God!
560 00:50:48.070 ⇒ 00:50:54.470 Amber Lin: Messed up. Yeah, cause we had a lot of initial information was in the slide deck and that we have to translate over.
561 00:50:55.240 ⇒ 00:51:00.040 Amber Lin: So we’ll clean, I think, right now, like we can go clean it up.
562 00:51:00.280 ⇒ 00:51:05.859 JanieceGarcia: I’m wondering if that’s on my trying to pull up.
563 00:51:07.740 ⇒ 00:51:10.680 JanieceGarcia: pulling up my programs and codes and to see.
564 00:51:29.680 ⇒ 00:51:35.769 JanieceGarcia: yeah, see, I have letter notes that should be in your initial order, and then that goes into
565 00:51:36.860 ⇒ 00:51:38.310 JanieceGarcia: the initial.
566 00:51:39.320 ⇒ 00:51:41.700 JanieceGarcia: But nothing to do with.
567 00:51:47.760 ⇒ 00:51:50.960 JanieceGarcia: There’s nothing about inspectors in this.
568 00:51:55.450 ⇒ 00:52:09.459 JanieceGarcia: You’re scheduling a production order according to who did the last paying stop. If the initial service was done within the last year, then you’ll send the specialists that completed the initial service. If still in that area. If the service was done over a year ago, then you would send
569 00:52:09.910 ⇒ 00:52:16.010 JanieceGarcia: the correct term specialist. But make sure to note who the production belongs to.
570 00:52:17.200 ⇒ 00:52:20.239 ShannonMartinez: And then my examples. So I don’t know where that came from.
571 00:52:20.630 ⇒ 00:52:21.620 ShannonMartinez: It’s weird.
572 00:52:21.900 ⇒ 00:52:35.949 Amber Lin: Okay, let’s flag that and good. I mean, it’s great that we’re going through this we would never have known, and the wrong answer would have came up. And we’re like, what do you mean, Andy? So great? We’ll edit that.
573 00:52:36.430 ⇒ 00:52:39.369 Amber Lin: So this whole thing probably needs some editing.
574 00:52:39.750 ⇒ 00:52:42.910 Amber Lin: I mean, we’re gonna write procedures for it, anyways.
575 00:52:43.250 ⇒ 00:52:50.009 ShannonMartinez: Yeah, I think we identified that already. That like I, I think in order for it to be toggled procedures, we have to have process.
576 00:52:51.960 ⇒ 00:52:59.410 ShannonMartinez: And it. And that’s essentially what it’s doing. But I think we could just format it. And then, like 1, 2, 3, 4, like you before mirror what you did on the sops.
577 00:53:02.260 ⇒ 00:53:03.860 Amber Lin: Great! We’ll do that.
578 00:53:04.430 ⇒ 00:53:05.130 ShannonMartinez: Okay.
579 00:53:05.532 ⇒ 00:53:10.330 Amber Lin: Initial hold. I think this is good service order.
580 00:53:11.345 ⇒ 00:53:12.920 Amber Lin: Yeah. Makes sense.
581 00:53:16.350 ⇒ 00:53:17.040 Amber Lin: See?
582 00:53:17.730 ⇒ 00:53:19.760 Amber Lin: And then route check.
583 00:53:20.110 ⇒ 00:53:24.940 Amber Lin: When does route check happen? It’s just checking. It happens when you’re scheduling this stuff right.
584 00:53:25.930 ⇒ 00:53:28.430 JanieceGarcia: Route. Checking happens daily.
585 00:53:28.890 ⇒ 00:53:29.350 Amber Lin: The next.
586 00:53:29.350 ⇒ 00:53:30.000 JanieceGarcia: Day.
587 00:53:30.670 ⇒ 00:53:31.280 Amber Lin: Okay.
588 00:53:31.280 ⇒ 00:53:35.739 ShannonMartinez: This is basically previewing what’s been booked.
589 00:53:36.480 ⇒ 00:53:39.470 Amber Lin: By a Csr, or what’s been preset?
590 00:53:40.600 ⇒ 00:53:44.249 Amber Lin: Is this like, does ours have to do like? Everybody has to do this.
591 00:53:44.650 ⇒ 00:53:53.340 ShannonMartinez: Everybody needs to know how to do it. We’re gonna have some structure changes later. But yeah, I mean, everybody should know how to check a route.
592 00:53:55.370 ⇒ 00:53:58.009 ShannonMartinez: But so what it is is like
593 00:54:00.510 ⇒ 00:54:07.980 ShannonMartinez: like a routes already on schedule, and like a dispatcher, so to speak, would come in, and just kind of make sure that everything looks good.
594 00:54:10.690 ⇒ 00:54:21.439 Amber Lin: Okay, think we should move this out of tables. I’ll leave a comment and then
595 00:54:22.360 ⇒ 00:54:24.920 Amber Lin: that’s good, we’ll, go, we’ll go through that
596 00:54:25.270 ⇒ 00:54:32.299 Amber Lin: make sure we have everything. Next it has. We have duration of service orders.
597 00:54:32.950 ⇒ 00:54:35.799 Amber Lin: different types of orders. That’s great
598 00:54:37.310 ⇒ 00:54:42.299 Amber Lin: scheduling guidelines. We have tables, but I think we wrote
599 00:54:43.060 ⇒ 00:54:45.530 Amber Lin: wrote it out. So that’s great.
600 00:54:47.140 ⇒ 00:54:50.390 Amber Lin: All right, that’s pretty straightforward.
601 00:54:50.720 ⇒ 00:54:51.989 Amber Lin: Wait is this.
602 00:54:53.570 ⇒ 00:54:55.379 Amber Lin: That’s also duration, right?
603 00:54:59.300 ⇒ 00:55:01.500 Amber Lin: Is this the same as duration?
604 00:55:05.520 ⇒ 00:55:07.280 ShannonMartinez: And it doesn’t look like they match.
605 00:55:08.870 ⇒ 00:55:11.669 Amber Lin: Yeah, I feel it. Wait. Is this duration.
606 00:55:15.430 ⇒ 00:55:16.200 JanieceGarcia: No.
607 00:55:16.200 ⇒ 00:55:19.826 Amber Lin: Oh, we need to edit that title. Then.
608 00:55:21.610 ⇒ 00:55:26.680 ShannonMartinez: It is Qc. Duration time. Slot! Hold hold on!
609 00:55:26.680 ⇒ 00:55:29.026 JanieceGarcia: Yes, it’s the durations. And the time slots,
610 00:55:29.990 ⇒ 00:55:34.480 Amber Lin: Oh, and then we have something different down here.
611 00:55:35.210 ⇒ 00:55:38.534 Amber Lin: cause there’s different durations for different things.
612 00:55:39.010 ⇒ 00:55:39.809 Amber Lin: Oh, sure.
613 00:55:39.810 ⇒ 00:55:42.169 ShannonMartinez: You’re incorrect. Can you go back up? I’m sorry.
614 00:55:42.530 ⇒ 00:55:43.630 Amber Lin: Yeah.
615 00:55:43.630 ⇒ 00:55:50.380 ShannonMartinez: Ensuring correct job for date. So that’s not a duration. But it’s part of the process.
616 00:55:51.100 ⇒ 00:55:54.750 Amber Lin: Yeah, these are part of the processes, right? Like part of like. Only.
617 00:55:55.110 ⇒ 00:55:57.230 Amber Lin: Only this part is mainly duration.
618 00:55:57.570 ⇒ 00:56:00.660 Amber Lin: I think we can get some of the processes from this
619 00:56:02.160 ⇒ 00:56:04.740 JanieceGarcia: No, I have an actual duration sheet.
620 00:56:05.160 ⇒ 00:56:09.330 Amber Lin: Yeah, I think it’s down there. We saw it. It was. I think it’s this one.
621 00:56:10.080 ⇒ 00:56:11.320 Amber Lin: That’s the skills.
622 00:56:11.750 ⇒ 00:56:12.469 ShannonMartinez: That’s this.
623 00:56:13.700 ⇒ 00:56:19.390 JanieceGarcia: That’s not all of the duration, I mean, that’s the rodent and termite durations. But I even have
624 00:56:19.570 ⇒ 00:56:23.139 JanieceGarcia: regular durations when it comes to okay.
625 00:56:24.070 ⇒ 00:56:25.850 Amber Lin: Initials.
626 00:56:25.970 ⇒ 00:56:29.570 JanieceGarcia: Check traps, check cages, all of those.
627 00:56:37.310 ⇒ 00:56:45.770 Amber Lin: a termite rodent scheduling structural. Yeah, okay, so there’s other durations that we can also add.
628 00:56:51.700 ⇒ 00:56:53.000 JanieceGarcia: There it is!
629 00:56:54.243 ⇒ 00:56:55.810 Amber Lin: Okay. So.
630 00:56:56.210 ⇒ 00:56:56.600 JanieceGarcia: No.
631 00:56:56.600 ⇒ 00:56:58.539 Amber Lin: So should I.
632 00:57:02.089 ⇒ 00:57:03.649 JanieceGarcia: If you go down.
633 00:57:03.650 ⇒ 00:57:07.880 Amber Lin: Title, if it’s also other durations, or is it.
634 00:57:07.880 ⇒ 00:57:10.030 JanieceGarcia: All of that is my durations.
635 00:57:10.030 ⇒ 00:57:12.609 Amber Lin: Oh, okay, let me comment here.
636 00:57:17.080 ⇒ 00:57:18.000 Amber Lin: Awesome.
637 00:57:18.250 ⇒ 00:57:18.770 JanieceGarcia: Yeah.
638 00:57:19.250 ⇒ 00:57:22.659 Amber Lin: That that skipped services pretty straightforward.
639 00:57:27.950 ⇒ 00:57:31.330 Amber Lin: How much time do you guys have? I? I don’t wanna like
640 00:57:32.000 ⇒ 00:57:37.389 Amber Lin: make you guys stay forever. I think we made pretty good progress. If you want to pause here, we can as well.
641 00:57:38.660 ⇒ 00:57:42.460 JanieceGarcia: We would have to. I still have another meeting. I missed a 1 on one that I had to reschedule.
642 00:57:42.460 ⇒ 00:57:44.519 Amber Lin: Oh, okay, sounds good.
643 00:57:44.780 ⇒ 00:57:48.000 Amber Lin: So I think next up, we just have
644 00:57:48.260 ⇒ 00:57:55.940 Amber Lin: promotions. And then we have the different services by billing. And then we can go through them.
645 00:57:56.210 ⇒ 00:58:00.600 Amber Lin: Next time I think we just we’ll we’ll need another meeting to go through this.
646 00:58:00.600 ⇒ 00:58:02.289 Amber Lin: Oh, yeah, this is, gonna take some time.
647 00:58:02.500 ⇒ 00:58:03.020 JanieceGarcia: For sure.
648 00:58:03.020 ⇒ 00:58:05.110 Amber Lin: Okay. Okay. Sounds good.
649 00:58:05.920 ⇒ 00:58:06.600 ShannonMartinez: Okay.
650 00:58:06.600 ⇒ 00:58:06.975 Amber Lin: Okay.
651 00:58:07.720 ⇒ 00:58:08.869 ShannonMartinez: Alright! Bye, guys!
652 00:58:08.870 ⇒ 00:58:09.440 Amber Lin: Sure.
653 00:58:09.440 ⇒ 00:58:10.500 JanieceGarcia: Alright. Thank you.
654 00:58:11.820 ⇒ 00:58:15.110 ShannonMartinez: I’ll see you tomorrow. See you tomorrow. Okay? Alright, bye.
655 00:58:15.560 ⇒ 00:58:16.450 Amber Lin: Bye, bye.