Meeting Title: Working Session Date: 2025-06-16 Meeting participants: Shannonmartinez, Amber Lin, Janiecegarcia
WEBVTT
1 00:04:14.560 ⇒ 00:04:22.779 JanieceGarcia: I know, I added the 4th of July outfit, cause I’m hoping he’s here. So and you always do that trip. So I was like.
2 00:04:25.980 ⇒ 00:04:28.669 JanieceGarcia: Oh, yeah, I have to show you this, too.
3 00:04:35.580 ⇒ 00:04:36.750 JanieceGarcia: Oh, that is so.
4 00:04:49.220 ⇒ 00:04:51.310 JanieceGarcia: It’s you. Let me check.
5 00:05:04.100 ⇒ 00:05:05.040 JanieceGarcia: How beautiful!
6 00:05:06.010 ⇒ 00:05:09.280 JanieceGarcia: Oh, my goodness, thank you.
7 00:05:09.400 ⇒ 00:05:14.410 JanieceGarcia: Yeah, no, you’re welcome, really.
8 00:05:27.971 ⇒ 00:05:34.080 JanieceGarcia: She’s gonna laugh at this. I totally forgot. You told me about those. I gotta check this. You’re welcome.
9 00:05:34.300 ⇒ 00:05:36.180 JanieceGarcia: Well, she can use that stuff.
10 00:05:36.550 ⇒ 00:05:37.120 Amber Lin: Hold on!
11 00:05:42.410 ⇒ 00:05:43.860 JanieceGarcia: Nice.
12 00:05:45.240 ⇒ 00:05:46.250 Amber Lin: Hygiene is.
13 00:05:46.470 ⇒ 00:05:48.399 JanieceGarcia: Hi! Amber! How are you?
14 00:05:48.560 ⇒ 00:05:49.680 Amber Lin: I’m good.
15 00:05:49.680 ⇒ 00:05:51.029 JanieceGarcia: How was your weekend.
16 00:05:52.300 ⇒ 00:06:02.709 Amber Lin: It was event, not that eventful, I would say but it’s nice to be uneventful because it was a. It was a long work week.
17 00:06:04.520 ⇒ 00:06:05.780 JanieceGarcia: I hear ya.
18 00:06:05.790 ⇒ 00:06:09.099 Amber Lin: Denise. I hear that you guys don’t get a day off on Juneteenth.
19 00:06:10.580 ⇒ 00:06:12.990 Amber Lin: Oh, does it usually happen?
20 00:06:13.700 ⇒ 00:06:15.229 JanieceGarcia: Yeah, I mean, that’s normal.
21 00:06:15.660 ⇒ 00:06:27.770 Amber Lin: Oh, okay, cause we on our company calendar. It was marketed as a holiday, but we only got the company calendar this this year, so I wasn’t sure if I should take it off.
22 00:06:28.530 ⇒ 00:06:29.189 JanieceGarcia: Oh!
23 00:06:29.490 ⇒ 00:06:30.510 Amber Lin: But
24 00:06:30.750 ⇒ 00:06:39.932 Amber Lin: I think I only have the meeting with ABC on Thursday. So I’m gonna I’m just gonna go to that. The other ones I’m like. It’s a holiday.
25 00:06:40.260 ⇒ 00:06:46.609 JanieceGarcia: Well, I will tell you I’m I’m off. I’m on Pto on Thursday. My son has a doctor’s appointment.
26 00:06:46.800 ⇒ 00:06:47.690 Amber Lin: Hmm, okay.
27 00:06:48.100 ⇒ 00:06:48.770 JanieceGarcia: Yeah.
28 00:06:48.770 ⇒ 00:06:55.329 Amber Lin: Sounds like, I mean, we should be all set by Thursday. I think. Thursday. Just I’m just gonna tell you that. And Steven what we did, and then.
29 00:06:55.330 ⇒ 00:06:56.139 Amber Lin: no, I’m good, thank you.
30 00:06:56.140 ⇒ 00:06:57.699 Amber Lin: You don’t. You don’t have to be there.
31 00:06:58.200 ⇒ 00:07:02.020 JanieceGarcia: Okay, yeah, it’ll be the updates or whatever. And you’re.
32 00:07:02.020 ⇒ 00:07:02.390 Amber Lin: Yeah.
33 00:07:02.390 ⇒ 00:07:05.980 JanieceGarcia: That you send that you email, her amazing.
34 00:07:06.590 ⇒ 00:07:10.400 Amber Lin: So thank you. The work of both me and AI.
35 00:07:10.590 ⇒ 00:07:12.159 JanieceGarcia: Yes, there you go! Woo! Woo!
36 00:07:12.476 ⇒ 00:07:21.343 Amber Lin: Trying to perfect my AI templates, but on it, every time I end up doing a lot of it myself. So the template is not good enough yet.
37 00:07:21.660 ⇒ 00:07:22.290 JanieceGarcia: Yeah.
38 00:07:22.940 ⇒ 00:07:24.919 JanieceGarcia: Is Shannon gonna join us today?
39 00:07:25.210 ⇒ 00:07:30.830 JanieceGarcia: I know she’s in. I’m I haven’t heard anything else.
40 00:07:30.830 ⇒ 00:07:32.638 Amber Lin: I see, I see. Okay.
41 00:07:33.704 ⇒ 00:07:41.889 Amber Lin: okay, let’s start. I was talking to you about earlier today and the 2 things I want us to go through today is one to make sure that
42 00:07:42.704 ⇒ 00:07:55.060 Amber Lin: we’re ready to migrate the Csrs over. So that means we’re gonna go over the Central Doc check that everything’s there. I know you send a few documents that we want to add. We can do that, and also after we’re
43 00:07:55.190 ⇒ 00:08:20.669 Amber Lin: sure, then we should create in the in the test, drive the folder to put all of the documents in, and a folder for the documents that they still need to use. For example, the spreadsheets. Right? So do that in a sent in the in the Google drive. And then we’ll talk about who’s gonna create a training video, what’s gonna go on to enable the Csrs to roll over.
44 00:08:21.360 ⇒ 00:08:26.289 JanieceGarcia: Okay, yeah, okay. And then that I guess you can assist me on
45 00:08:26.660 ⇒ 00:08:30.380 JanieceGarcia: the video because I don’t want to miss anything. And is that just
46 00:08:30.500 ⇒ 00:08:38.490 JanieceGarcia: basically talking about, you know, hey, guys, we’re we’re going in and we’re gonna go ahead and block
47 00:08:39.460 ⇒ 00:08:49.630 JanieceGarcia: the old Csr test drive. And you guys are now going to all have access to the central dock and then show what the central dock is, or.
48 00:08:49.960 ⇒ 00:09:15.870 Amber Lin: Yeah, essentially what I I talked to you that and we want to do it softly and gradually, so we won’t shut everything down. The 1st week we’ll just say, Hey, go to the Central Doc, and then the second week we’ll lock the access. But we won’t delete the documents, but so that they can see, hey? Oh, I I should go to the Central Doc, but we we don’t want to do it. We don’t want to delete everything from day one, because then people will be very lost.
49 00:09:15.870 ⇒ 00:09:19.179 JanieceGarcia: Lost. Yeah. Okay, okay, give them time to migrate.
50 00:09:19.320 ⇒ 00:09:26.716 Amber Lin: Yeah, and I’ll help you write up any anything we need? I can also record something to walk through the Central Doc, if you need.
51 00:09:27.520 ⇒ 00:09:33.520 Amber Lin: But we can do that after we make sure that everything is ready, cause we might find something that oh, we’re not ready yet.
52 00:09:33.520 ⇒ 00:09:34.307 Amber Lin: We’re not yet.
53 00:09:34.570 ⇒ 00:09:41.870 Amber Lin: Okay, let me check. I guess the 1st thing. Let’s add what you sent me to the.
54 00:09:42.210 ⇒ 00:09:44.100 JanieceGarcia: Okay. And I do have.
55 00:09:44.100 ⇒ 00:09:51.609 Amber Lin: The central dog to make sure which ones are. How many things did you send me? I think I see.
56 00:09:51.710 ⇒ 00:09:52.500 JanieceGarcia: I thought there was.
57 00:09:52.500 ⇒ 00:09:53.130 Amber Lin: Only like 2.
58 00:09:54.960 ⇒ 00:09:55.470 JanieceGarcia: Not many.
59 00:09:55.470 ⇒ 00:09:56.170 Amber Lin: Huh!
60 00:09:56.370 ⇒ 00:09:57.340 Amber Lin: There’s.
61 00:09:57.340 ⇒ 00:09:58.430 JanieceGarcia: That many, but maybe.
62 00:09:58.430 ⇒ 00:10:03.489 Amber Lin: There’s a training guide, and there’s term your mesh call flow.
63 00:10:03.610 ⇒ 00:10:05.080 JanieceGarcia: Determine this, call, flow.
64 00:10:05.632 ⇒ 00:10:14.469 Amber Lin: Training. And then, inspector, okay, the other ones say it’s in separate code. Inspector codes. Okay.
65 00:10:14.780 ⇒ 00:10:17.790 JanieceGarcia: And the Inspector Zip Code, master Sheet, that’s
66 00:10:18.830 ⇒ 00:10:23.760 JanieceGarcia: the one that’s the one that we don’t have in there yet, and I know.
67 00:10:24.220 ⇒ 00:10:31.119 JanieceGarcia: Yvette did get it revamped. So all of that is is good and set and ready. But again it’s a spreadsheet, so.
68 00:10:31.730 ⇒ 00:10:35.140 Amber Lin: Okay, sounds good. So.
69 00:10:35.140 ⇒ 00:10:36.850 JanieceGarcia: Easier to give you access to, because.
70 00:10:37.250 ⇒ 00:10:42.350 JanieceGarcia: Yvette owns it. And we have her, and I have access to that. So.
71 00:10:42.350 ⇒ 00:10:51.789 Amber Lin: Okay. Alright! Let me create a ticket. I’ll I’ll add the ones after this call. Add documents,
72 00:10:58.680 ⇒ 00:11:07.239 Amber Lin: and then see the other one term and mesh call flow.
73 00:11:08.370 ⇒ 00:11:12.070 Amber Lin: and then the last one is, oh.
74 00:11:12.430 ⇒ 00:11:15.669 Amber Lin: do I add the training guide to the Central Doc as well.
75 00:11:15.670 ⇒ 00:11:19.539 JanieceGarcia: Yes, please. Yeah, cause that’s all. Termy mesh. So
76 00:11:19.650 ⇒ 00:11:28.186 JanieceGarcia: how you have formed the central guide and Termy Mesh is one of the special
77 00:11:29.100 ⇒ 00:11:30.200 Amber Lin: The special services.
78 00:11:30.200 ⇒ 00:11:33.730 JanieceGarcia: Special services. Yes, so it needs to be on its own
79 00:11:34.990 ⇒ 00:11:37.460 JanieceGarcia: special services. It can be its own little sub.
80 00:11:37.460 ⇒ 00:11:41.419 Amber Lin: Okay. So this training guide is specifically for tournament mesh.
81 00:11:42.360 ⇒ 00:11:46.269 Amber Lin: Okay, sounds good. Okay, I’ll make make note of that.
82 00:11:50.640 ⇒ 00:11:57.136 Amber Lin: Alright. So I’ll make a different section for that. Anything else that you remembered that
83 00:11:57.950 ⇒ 00:11:58.390 JanieceGarcia: I will!
84 00:11:58.390 ⇒ 00:11:59.240 Amber Lin: Yet.
85 00:11:59.240 ⇒ 00:12:05.640 JanieceGarcia: I went through all of our sheets. And I went through the
86 00:12:06.730 ⇒ 00:12:10.939 JanieceGarcia: where is it? Is this one? Yes, I went through all of these.
87 00:12:11.190 ⇒ 00:12:12.050 Amber Lin: And that.
88 00:12:15.820 ⇒ 00:12:18.039 JanieceGarcia: On our AI platform.
89 00:12:18.780 ⇒ 00:12:26.729 JanieceGarcia: That’s what I did. I went through all of that to to make sure that you had access to everything that you needed to have access.
90 00:12:26.730 ⇒ 00:12:27.510 Amber Lin: 2.
91 00:12:28.500 ⇒ 00:12:38.769 Amber Lin: Great. I’m I shared my screen looking at these. Yeah. So for the few files I didn’t get access to was, I think.
92 00:12:39.750 ⇒ 00:12:44.530 Amber Lin: like that once the term term my April. That’s a huddle, and that’s a Hudd.
93 00:12:45.180 ⇒ 00:12:56.070 Amber Lin: This transfer letter. I think the last 2 things that we identify was this transfer letter. And then email verbiage that these 2 I don’t have access to, but they I don’t think they’re that critical.
94 00:12:56.070 ⇒ 00:13:02.179 JanieceGarcia: - no and the termite April. That one you can put is not needed because it’s a huddle.
95 00:13:02.370 ⇒ 00:13:04.790 Amber Lin: Hmm, okay, sounds good.
96 00:13:06.650 ⇒ 00:13:26.330 Amber Lin: Okay. I think we have everything. I I also want us to. I think after we go through the central documents to make sure that we’re good to go. I want to go through all of the spreadsheets. I made a different tab here. I kind of just want to hear from you what their purpose is, so I can tell our engineers how to add them.
97 00:13:26.670 ⇒ 00:13:26.990 JanieceGarcia: Okay.
98 00:13:26.990 ⇒ 00:13:29.480 Amber Lin: That later today, Hi Shannon.
99 00:13:29.480 ⇒ 00:13:31.099 JanieceGarcia: Okay. Hey? Shannon.
100 00:13:32.080 ⇒ 00:13:34.337 ShannonMartinez: Hi, ladies! Sorry it was an Hr.
101 00:13:35.120 ⇒ 00:13:35.840 JanieceGarcia: Oh, fun!
102 00:13:39.501 ⇒ 00:13:59.050 Amber Lin: I’m looking at. So, Shannon, to catch you up. What we’re gonna do is one. The 1st thing we’re gonna do is to make sure that we’re ready to transfer the Csrs to the Central Doc. And the second thing is that we’re gonna talk about all the spreadsheets and what they’re used for. So I can let my engineers know how to add them. So that’s the 2 things we’re doing.
103 00:13:59.860 ⇒ 00:14:00.540 Amber Lin: Yeah.
104 00:14:01.395 ⇒ 00:14:06.060 Amber Lin: Okay. So let me pull up a central doc.
105 00:14:07.100 ⇒ 00:14:10.800 Amber Lin: Yes, the 1st thing we can look at. Do you guys
106 00:14:11.250 ⇒ 00:14:16.730 Amber Lin: think this is a good order and format to navigate the central dock.
107 00:14:16.730 ⇒ 00:14:19.769 ShannonMartinez: I think he landed on that link.
108 00:14:19.770 ⇒ 00:14:37.710 Amber Lin: Okay. Okay. First, st I don’t check. That’s good. I was talking to you that today, and she said something about bundles. I was, oh, I know where that is, and I just clicked here, and then she said something about cancellation. I was like, Oh, I know where that is, too. So I went to the cancellations so great. So I think
109 00:14:37.900 ⇒ 00:14:48.010 Amber Lin: there’s a lot of stuff we can keep working on on adding, what we don’t yet have. We’re improving the formatting. But as far as making sure everything is in there, we’re good on that.
110 00:14:48.490 ⇒ 00:14:55.714 Amber Lin: Let’s go look at this drive. Let’s organize it in a way that the Csrs would know
111 00:14:56.590 ⇒ 00:15:00.839 Amber Lin: what to what to do.
112 00:15:01.320 ⇒ 00:15:03.639 Amber Lin: So I’m looking at this.
113 00:15:04.140 ⇒ 00:15:08.369 Amber Lin: Are these sorry? Are these different? Can I?
114 00:15:08.830 ⇒ 00:15:11.989 Amber Lin: Can I just combine, combine these 2.
115 00:15:12.250 ⇒ 00:15:12.930 JanieceGarcia: Yeah.
116 00:15:13.490 ⇒ 00:15:17.390 Amber Lin: Okay, I’m gonna move these 2.
117 00:15:17.990 ⇒ 00:15:18.820 Amber Lin: Oh.
118 00:15:19.180 ⇒ 00:15:20.259 JanieceGarcia: Will it let you.
119 00:15:20.260 ⇒ 00:15:22.680 Amber Lin: I don’t. I don’t know.
120 00:15:24.800 ⇒ 00:15:25.480 ShannonMartinez: So
121 00:15:26.160 ⇒ 00:15:26.890 JanieceGarcia: Move.
122 00:15:27.580 ⇒ 00:15:28.300 Amber Lin: Okay.
123 00:15:28.440 ⇒ 00:15:29.010 JanieceGarcia: Yay!
124 00:15:29.650 ⇒ 00:15:32.700 Amber Lin: Okay, gonna delete this folder.
125 00:15:34.080 ⇒ 00:15:34.880 JanieceGarcia: There we go!
126 00:15:34.880 ⇒ 00:15:38.590 Amber Lin: And then I’m just gonna rename. Yeah.
127 00:15:38.590 ⇒ 00:15:42.849 JanieceGarcia: I think you and I did that whenever we 1st started talking about the migration.
128 00:15:43.070 ⇒ 00:15:44.889 Amber Lin: Hmm, I see. Okay.
129 00:15:44.890 ⇒ 00:15:46.820 JanieceGarcia: That was done from one of ours.
130 00:15:48.290 ⇒ 00:15:58.900 Amber Lin: So when I move this, will it change cause? I think only you guys should have access to the Admin folder, or does everybody have access does is the access different for each one of them.
131 00:16:00.200 ⇒ 00:16:05.620 JanieceGarcia: Bill billing is gonna be everybody. Her admin is gonna be specific.
132 00:16:05.620 ⇒ 00:16:12.870 Amber Lin: Okay? So I can. I can move billing. And I can move. Move Saturday to in Central Dock right?
133 00:16:14.620 ⇒ 00:16:19.009 JanieceGarcia: Oh, we yes, yes, cause we did do the Saturday.
134 00:16:19.260 ⇒ 00:16:26.720 Amber Lin: Yeah, I think everything is in there. I’m just making sure that whatever I move in there has a correct shared
135 00:16:27.217 ⇒ 00:16:36.510 Amber Lin: credentials. Cause. I wanna make sure that we still keep that, I think, for all of these, except for the spreadsheets. I can move.
136 00:16:36.720 ⇒ 00:16:37.530 ShannonMartinez: And honestly.
137 00:16:37.530 ⇒ 00:16:50.349 ShannonMartinez: I don’t know why admin can’t be, because that’s more of like personnel management than it is information management. So honestly, I don’t see why you can’t just add it in there with the same share restrictions that anybody.
138 00:16:50.350 ⇒ 00:16:51.170 Amber Lin: I see.
139 00:16:51.170 ⇒ 00:17:02.140 ShannonMartinez: Go anteater can access it, because then we delegate those responsibilities to specific users. But there, anybody should be able to access it. So say that I’ve got somebody.
140 00:17:02.140 ⇒ 00:17:02.500 Amber Lin: Okay.
141 00:17:02.500 ⇒ 00:17:06.770 ShannonMartinez: That’s filling in. They have access to the documentation. So I think it’s fine.
142 00:17:07.510 ⇒ 00:17:08.710 Amber Lin: Sounds good.
143 00:17:08.849 ⇒ 00:17:12.659 Amber Lin: Okay, I’m gonna move of these.
144 00:17:12.660 ⇒ 00:17:14.930 ShannonMartinez: My my concern about.
145 00:17:15.280 ⇒ 00:17:22.390 ShannonMartinez: Eliminating the drive completely is there’s there’s so much that has to be done in the way.
146 00:17:22.390 ⇒ 00:17:22.910 Amber Lin: Yeah.
147 00:17:22.910 ⇒ 00:17:23.690 ShannonMartinez: Process.
148 00:17:23.690 ⇒ 00:17:40.160 Amber Lin: I agree, I think, for now we’re gonna keep all of the spreadsheets out here for everybody to use and for just the documents and the text, we’ll move them into Central Doc and tell them, hey, we gotta use that. But I agree that the spreadsheets is just not ready yet. I’m gonna move admin there as well.
149 00:17:40.540 ⇒ 00:17:45.410 Amber Lin: And okay.
150 00:17:46.600 ⇒ 00:17:50.680 ShannonMartinez: That mosquito system repair is a prime example. Janice.
151 00:17:55.660 ⇒ 00:17:57.140 JanieceGarcia: And let’s look.
152 00:17:57.750 ⇒ 00:17:58.370 JanieceGarcia: I just.
153 00:17:58.370 ⇒ 00:18:00.859 ShannonMartinez: Asked Andy, and then put a the feedback.
154 00:18:01.560 ⇒ 00:18:02.880 JanieceGarcia: Did you ask? Andy, okay.
155 00:18:03.096 ⇒ 00:18:03.530 ShannonMartinez: I did.
156 00:18:03.530 ⇒ 00:18:04.220 JanieceGarcia: Gonna do.
157 00:18:04.450 ⇒ 00:18:12.950 Amber Lin: Do I? Should I move this outside of the Admin and Saturday? Do the Csrs need the these 2.
158 00:18:15.020 ⇒ 00:18:16.520 ShannonMartinez: That’s internal. It’s the.
159 00:18:16.520 ⇒ 00:18:19.540 Amber Lin: Okay, sounds good. So they they don’t need it.
160 00:18:19.660 ⇒ 00:18:20.300 ShannonMartinez: Correct.
161 00:18:20.470 ⇒ 00:18:22.070 Amber Lin: Okay, sounds good.
162 00:18:23.384 ⇒ 00:18:27.009 Amber Lin: Let me check back in here.
163 00:18:27.250 ⇒ 00:18:34.620 Amber Lin: So weekend coverage, there’s 1, 2, 3. There’s 6 spreadsheets here.
164 00:18:34.880 ⇒ 00:18:39.169 ShannonMartinez: Why is that the 2020? Why is that one’s outdated? Why is.
165 00:18:39.170 ⇒ 00:18:39.539 Amber Lin: But the truth?
166 00:18:39.540 ⇒ 00:18:43.220 Amber Lin: 2023, 2024. Do you mind opening that for me?
167 00:18:47.550 ⇒ 00:18:51.550 ShannonMartinez: Okay, Denise, maybe if you can get with data.
168 00:18:52.818 ⇒ 00:18:58.120 ShannonMartinez: the name of that file is like, does this like obsolete.
169 00:18:58.876 ⇒ 00:19:01.320 JanieceGarcia: It should ABC weekend coverage.
170 00:19:01.320 ⇒ 00:19:03.809 Amber Lin: Yeah, let me check. Why, it shows up there.
171 00:19:04.139 ⇒ 00:19:04.799 Amber Lin: Thank you.
172 00:19:04.800 ⇒ 00:19:05.410 Amber Lin: M.
173 00:19:05.660 ⇒ 00:19:10.590 ShannonMartinez: You see how the name of the spreadsheet is conflicting.
174 00:19:11.960 ⇒ 00:19:12.430 JanieceGarcia: Hmm.
175 00:19:14.150 ⇒ 00:19:16.440 ShannonMartinez: Because the name of the actual sheet
176 00:19:16.660 ⇒ 00:19:18.670 ShannonMartinez: looks like it didn’t update there.
177 00:19:18.670 ⇒ 00:19:21.545 Amber Lin: Let me. Just there we go!
178 00:19:22.130 ⇒ 00:19:22.970 JanieceGarcia: There you go!
179 00:19:22.970 ⇒ 00:19:23.470 Amber Lin: Okay.
180 00:19:23.470 ⇒ 00:19:24.310 JanieceGarcia: Bye.
181 00:19:24.720 ⇒ 00:19:35.089 Amber Lin: alright. So I think these 6 spreadsheets they still need to use. And then we’re gonna tell them everything in this folder is going to be in this document.
182 00:19:37.070 ⇒ 00:19:50.120 Amber Lin: And then after this, we’ll work on one making sure everybody has access in the right level of access. And 2, we’re gonna create a tutorial on how to move, how to use these things. And I’ll help you guys with that.
183 00:19:53.670 ⇒ 00:19:55.430 JanieceGarcia: Okay.
184 00:19:55.430 ⇒ 00:19:56.300 Amber Lin: Good
185 00:19:56.952 ⇒ 00:20:11.039 Amber Lin: and then in terms of these spreadsheets, especially like what Shannon brought up. I want to know how we are using these things, so we can eventually make sure that Andy can also answer these questions. So I need
186 00:20:11.260 ⇒ 00:20:19.960 Amber Lin: sort of a definition or instructions on how these sheets are used so we can incorporate it into into AI.
187 00:20:19.960 ⇒ 00:20:27.330 ShannonMartinez: Well, let’s start from the top. So the special link. So that 1st essentially, this is a go to resource to find out.
188 00:20:27.330 ⇒ 00:20:27.660 Amber Lin: Hmm.
189 00:20:27.660 ⇒ 00:20:40.919 ShannonMartinez: Tech areas, right? But that 1st tab gives blanket overview when you’re creating tickets in what steps to take for durations based on dollar values. So it’s a schedule.
190 00:20:40.920 ⇒ 00:20:41.780 JanieceGarcia: Results.
191 00:20:44.356 ⇒ 00:20:52.479 ShannonMartinez: yeah, initials. And for other things, it’s not just for like new agreements, this is like ongoing services, as well.
192 00:20:53.530 ⇒ 00:20:56.600 Amber Lin: Okay, so which ones does this?
193 00:20:57.603 ⇒ 00:21:03.500 Amber Lin: Does this cover? Or how is that different from the inspector? Zip codes?
194 00:21:03.500 ⇒ 00:21:04.790 ShannonMartinez: They are parallel.
195 00:21:05.310 ⇒ 00:21:06.990 Amber Lin: Oh!
196 00:21:07.220 ⇒ 00:21:19.750 JanieceGarcia: So the inspector, Zip codes is going to be the actual inspectors on who would go out and be able to give the estimate for a brand new customer. Once they have that.
197 00:21:19.870 ⇒ 00:21:23.490 JanieceGarcia: then we go in to schedule the initial service.
198 00:21:23.840 ⇒ 00:21:33.989 JanieceGarcia: That’s where we’re going to use the pest division skills and zips. The 1st tab is good for that, however, that second tab, and so on. The other tabs on there that are
199 00:21:34.550 ⇒ 00:21:38.249 JanieceGarcia: based upon the cities or the market area, that is.
200 00:21:38.660 ⇒ 00:21:44.009 JanieceGarcia: show all of the technicians and their skills for the zip codes that they cover.
201 00:21:44.450 ⇒ 00:21:47.859 ShannonMartinez: Yes, so essentially, it’s the same tool.
202 00:21:48.740 ⇒ 00:21:54.990 ShannonMartinez: 2 different respective operations, one sales and one service. They’re utilized in the same way.
203 00:21:55.170 ⇒ 00:21:55.800 JanieceGarcia: Yeah.
204 00:21:56.200 ⇒ 00:21:58.200 ShannonMartinez: Which one is sales. Inspector.
205 00:21:58.200 ⇒ 00:21:59.300 JanieceGarcia: The inspector.
206 00:22:01.570 ⇒ 00:22:03.269 ShannonMartinez: Skills and Zips is service.
207 00:22:06.700 ⇒ 00:22:13.070 Amber Lin: So why are they different tabs? If they’re essentially the same thing?
208 00:22:13.390 ⇒ 00:22:17.729 ShannonMartinez: They’re managed by different. They’re managed by different teams.
209 00:22:17.730 ⇒ 00:22:18.200 Amber Lin: Oh!
210 00:22:18.200 ⇒ 00:22:20.529 ShannonMartinez: And it’s a different process.
211 00:22:20.530 ⇒ 00:22:21.880 Amber Lin: Oh, okay.
212 00:22:22.430 ⇒ 00:22:23.950 ShannonMartinez: So that sure.
213 00:22:24.120 ⇒ 00:22:25.079 JanieceGarcia: Go ahead. Shannon.
214 00:22:25.425 ⇒ 00:22:29.110 ShannonMartinez: So the people who manage the updating of this information are.
215 00:22:29.540 ⇒ 00:22:31.189 ShannonMartinez: 2 different entities.
216 00:22:31.360 ⇒ 00:22:32.210 Amber Lin: Oh!
217 00:22:32.540 ⇒ 00:22:46.269 JanieceGarcia: But also the inspectors are not going to be the ones that do the actual service. So you have 2 different, not only 2 different teams managing them, but also 2 different teams operation wise on who’s actually doing that.
218 00:22:46.270 ⇒ 00:22:47.429 Amber Lin: Oh, okay.
219 00:22:47.430 ⇒ 00:22:53.249 JanieceGarcia: Our technicians cannot go out and do the estimates, and then also try and do the service. There’s.
220 00:22:53.250 ⇒ 00:23:01.529 Amber Lin: I see I see so. But we need scheduling for both inspect inspections and services right.
221 00:23:01.530 ⇒ 00:23:02.430 JanieceGarcia: Absolutely.
222 00:23:02.430 ⇒ 00:23:12.719 Amber Lin: And when we do the scheduling we kind of need to one figure out if it’s an inspection, or if it’s a if it’s the service, and then go to the right sheet.
223 00:23:12.910 ⇒ 00:23:13.850 ShannonMartinez: Absolutely.
224 00:23:13.850 ⇒ 00:23:17.490 Amber Lin: Okay, okay, okay, that makes that makes sense. And how.
225 00:23:17.490 ⇒ 00:23:25.980 ShannonMartinez: In order. Grave, the customer calls in. We determine if they are covered, then it’s service. If they are not covered, then it’s sales, so they’re.
226 00:23:25.980 ⇒ 00:23:26.890 Amber Lin: Sure.
227 00:23:26.890 ⇒ 00:23:28.130 ShannonMartinez: It’s the workflow.
228 00:23:33.290 ⇒ 00:23:37.940 Amber Lin: So, and then when they do sales, we send out an inspector.
229 00:23:37.940 ⇒ 00:23:39.930 ShannonMartinez: To sign, for the customer to sign
230 00:23:40.390 ⇒ 00:23:42.689 ShannonMartinez: meant to be scheduled for service.
231 00:23:44.140 ⇒ 00:23:49.090 ShannonMartinez: Pricing has to be established prior to confirming the actual service.
232 00:23:50.580 ⇒ 00:23:51.480 Amber Lin: Okay.
233 00:23:51.890 ⇒ 00:23:57.020 JanieceGarcia: And then once they’re ongoing, then we use that pest division skills and zip sheet.
234 00:23:57.020 ⇒ 00:23:58.150 Amber Lin: Oh!
235 00:23:58.150 ⇒ 00:24:08.209 JanieceGarcia: Maintain their maintenance, or if they have specific activity, whether it’s rodent or termite, then what technicians have that skill?
236 00:24:08.210 ⇒ 00:24:11.630 JanieceGarcia: If you go to the Atx Zip code sheet. Just so you can
237 00:24:12.250 ⇒ 00:24:21.840 JanieceGarcia: get a visual. You see how it’s broken up into each column. So we have the area, the zip codes maintenance mosquito. So that right there is telling you what technicians can do, what.
238 00:24:23.190 ⇒ 00:24:40.059 ShannonMartinez: As as the serve. The the intensity of the treatment and skills required of each of those services will reduce the amount of specialists who are certified and license to treat for them.
239 00:24:40.750 ⇒ 00:24:42.820 Amber Lin: Understood, okay.
240 00:24:43.010 ⇒ 00:24:47.620 ShannonMartinez: So everybody you can do maintenance, but not everybody can do mosquito, rodent termite.
241 00:24:47.620 ⇒ 00:25:09.220 Amber Lin: I see, I see. So these columns, so based on what I heard first.st So at first, st when customer calls, we determine if their call if they’re covered or not. If they’re not covered, we need to do sales. We need to send people out. So we go to this sheet to check. Okay, who can do what? In what area?
242 00:25:09.220 ⇒ 00:25:11.320 ShannonMartinez: Them. Who’s going to give them the pricing.
243 00:25:11.830 ⇒ 00:25:12.340 Amber Lin: Okay.
244 00:25:12.340 ⇒ 00:25:13.549 ShannonMartinez: Based on their Zip code.
245 00:25:13.990 ⇒ 00:25:18.049 JanieceGarcia: Hold on one second. What sheet do you have? Let me see that Inspector Zip code sheet again.
246 00:25:18.050 ⇒ 00:25:22.050 Amber Lin: Yeah, that might be outdated because it’s a excel file.
247 00:25:22.050 ⇒ 00:25:23.570 JanieceGarcia: Completely outdated.
248 00:25:23.710 ⇒ 00:25:24.590 Amber Lin: Go ahead.
249 00:25:24.940 ⇒ 00:25:27.350 Amber Lin: Okay, it helps.
250 00:25:27.350 ⇒ 00:25:28.460 Amber Lin: Oh, maybe.
251 00:25:28.460 ⇒ 00:25:29.990 ShannonMartinez: So I don’t think so, Janine.
252 00:25:29.990 ⇒ 00:25:36.910 Amber Lin: I think, since you shared something new with me, let me open that one up. Yeah, let me open that up. That will be nicer.
253 00:25:37.240 ⇒ 00:25:44.250 Amber Lin: That’s also excel. Okay, great. I got it. Let me open this up right here.
254 00:25:44.430 ⇒ 00:25:47.720 Amber Lin: So this is the one that’s the new one.
255 00:25:49.060 ⇒ 00:25:51.440 Amber Lin: Oh, Inspector, zip codes.
256 00:25:51.910 ⇒ 00:25:56.149 JanieceGarcia: I’m sending it to you, cause we had it. Redone.
257 00:25:56.660 ⇒ 00:25:59.190 Amber Lin: Oh, this is a new one that you just sent to me, though.
258 00:25:59.390 ⇒ 00:26:02.200 JanieceGarcia: Oh, well, that’s weird. This is not the one that I’m pulling up.
259 00:26:02.360 ⇒ 00:26:03.130 Amber Lin: -Oh.
260 00:26:06.550 ⇒ 00:26:07.479 JanieceGarcia: I’m sharing it.
261 00:26:07.840 ⇒ 00:26:08.440 Amber Lin: Okay.
262 00:26:09.620 ⇒ 00:26:10.560 JanieceGarcia: Tah!
263 00:26:12.960 ⇒ 00:26:15.449 JanieceGarcia: Maybe it’s because I have the master sheet.
264 00:26:16.380 ⇒ 00:26:22.588 JanieceGarcia: Oh, no, this is what I clicked on.
265 00:26:24.110 ⇒ 00:26:28.070 Amber Lin: Did you share it in our chat? Oh, I got it okay, sure, she.
266 00:26:28.070 ⇒ 00:26:32.659 JanieceGarcia: You know what I am going to have to.
267 00:26:33.140 ⇒ 00:26:35.349 Amber Lin: That is not in the Google drive, though.
268 00:26:35.540 ⇒ 00:26:43.180 JanieceGarcia: Nope, it’s not because I don’t know. Let’s hold off on that one, because I don’t know if that’s ready to give that one out yet.
269 00:26:43.180 ⇒ 00:26:44.380 Amber Lin: Okay. Sounds good.
270 00:26:44.380 ⇒ 00:26:45.879 ShannonMartinez: That. That’s the updated one.
271 00:26:45.880 ⇒ 00:26:49.350 Amber Lin: Yeah, it’s the one that she’s she’s been working on
272 00:26:49.880 ⇒ 00:26:51.509 JanieceGarcia: So maybe we’re not ready for that yet.
273 00:26:51.510 ⇒ 00:26:52.270 Amber Lin: Okay.
274 00:26:54.360 ⇒ 00:26:59.269 JanieceGarcia: So the inspector, until Yvette gives us the okay Amber. We’ll hold off on that one.
275 00:26:59.270 ⇒ 00:27:04.510 Amber Lin: Yeah, that’s good. We have. We have other sheets to work on. So that doesn’t block our progress.
276 00:27:05.170 ⇒ 00:27:14.559 Amber Lin: Okay, let me just take a quick look at that one. I know she’s still updating, but it’s probably the same thing right? We go in to see who can do it.
277 00:27:14.890 ⇒ 00:27:17.460 Amber Lin: Oh, so 1st they need to decide
278 00:27:18.110 ⇒ 00:27:27.029 Amber Lin: where it is and that wait. And then, so we separate by area and also by type of service.
279 00:27:27.240 ⇒ 00:27:28.060 ShannonMartinez: Yes.
280 00:27:28.970 ⇒ 00:27:33.669 Amber Lin: Oh, but we don’t use these sheets in pest. We don’t use a tree sheet or the mechanical sheet right.
281 00:27:33.670 ⇒ 00:27:34.260 ShannonMartinez: No.
282 00:27:34.260 ⇒ 00:27:35.850 JanieceGarcia: So this.
283 00:27:37.030 ⇒ 00:27:37.580 ShannonMartinez: Go ahead!
284 00:27:38.120 ⇒ 00:27:39.440 JanieceGarcia: They can.
285 00:27:39.920 ⇒ 00:27:48.980 JanieceGarcia: because, as Csrs. When it comes to the inspectors, they are able to schedule any type of estimate.
286 00:27:49.390 ⇒ 00:27:50.130 Amber Lin: Based off.
287 00:27:50.615 ⇒ 00:27:51.100 JanieceGarcia: Sheet.
288 00:27:51.260 ⇒ 00:27:55.280 ShannonMartinez: Especially in respect to oh, by the way, so if I top
289 00:27:55.280 ⇒ 00:28:12.209 ShannonMartinez: oh, by the way, we can give you a free tree estimate. Because you have rodents in your attic. You might need to get to cut your trees back. Then I should be able to, as a pest. Csr agent go and assign a sales estimate to a tree inspector, although.
290 00:28:12.210 ⇒ 00:28:13.010 Amber Lin: I am not in.
291 00:28:13.010 ⇒ 00:28:14.330 ShannonMartinez: On Csr.
292 00:28:15.545 ⇒ 00:28:16.240 Amber Lin: Okay.
293 00:28:17.480 ⇒ 00:28:25.639 JanieceGarcia: And that’s because everybody has access to all the inspectors. The only inspectors they don’t have access to is our comfort advisors, which is mechanical.
294 00:28:26.431 ⇒ 00:28:29.490 Amber Lin: I see our file location.
295 00:28:31.740 ⇒ 00:28:38.499 JanieceGarcia: But tree, lawn, rodent. All of that is, they have access to it.
296 00:28:44.280 ⇒ 00:28:51.299 Amber Lin: Okay, I’ll be careful with the wording, inspection and service cause. I think it’s pretty different. And I didn’t know that beforehand.
297 00:28:51.570 ⇒ 00:28:52.630 JanieceGarcia: Very different.
298 00:28:52.910 ⇒ 00:28:59.400 Amber Lin: Okay, let me just check mechanical, so they cannot schedule this.
299 00:28:59.620 ⇒ 00:29:00.200 JanieceGarcia: No.
300 00:29:00.560 ⇒ 00:29:01.290 Amber Lin: Okay.
301 00:29:01.430 ⇒ 00:29:04.200 Amber Lin: Should that sheet still be on here.
302 00:29:04.660 ⇒ 00:29:07.689 JanieceGarcia: It is because eventually they should be.
303 00:29:07.690 ⇒ 00:29:10.850 Amber Lin: Able to okay, okay, sounds good.
304 00:29:11.160 ⇒ 00:29:17.530 ShannonMartinez: And it the true is this, the same is true for the mechanical team. If they oh, by the way, for lawn.
305 00:29:18.480 ⇒ 00:29:22.349 ShannonMartinez: Past in home improvement. It will all kind of.
306 00:29:22.350 ⇒ 00:29:22.790 JanieceGarcia: Yes.
307 00:29:22.790 ⇒ 00:29:23.930 ShannonMartinez: Yeah, it’ll it.
308 00:29:24.510 ⇒ 00:29:25.410 Amber Lin: Collaborative.
309 00:29:25.410 ⇒ 00:29:25.920 ShannonMartinez: Document.
310 00:29:25.920 ⇒ 00:29:29.280 Amber Lin: I see. Gotcha. Okay, let’s.
311 00:29:29.280 ⇒ 00:29:31.390 JanieceGarcia: Only one that you’ll find like that.
312 00:29:32.077 ⇒ 00:29:36.890 Amber Lin: Okay, let me pull up this one.
313 00:29:38.062 ⇒ 00:29:41.500 Amber Lin: I’m gonna log into this account.
314 00:29:42.510 ⇒ 00:29:54.729 Amber Lin: How is this one used? So a person will go in here, and they will go to their department and see their their shift right? Who is using this.
315 00:29:54.900 ⇒ 00:29:58.229 ShannonMartinez: Document, everybody, everybody, the inspector, one.
316 00:29:59.145 ⇒ 00:29:59.780 Amber Lin: Okay.
317 00:30:01.780 ⇒ 00:30:05.170 Amber Lin: What are these?
318 00:30:05.520 ⇒ 00:30:07.549 Amber Lin: Oh, these are like weeks.
319 00:30:07.970 ⇒ 00:30:09.510 JanieceGarcia: Okay. I see.
320 00:30:09.660 ⇒ 00:30:12.279 Amber Lin: Call this rotation.
321 00:30:13.080 ⇒ 00:30:14.299 Amber Lin: This goes!
322 00:30:15.160 ⇒ 00:30:15.990 Amber Lin: Huh!
323 00:30:16.440 ⇒ 00:30:18.610 ShannonMartinez: It’s each of the respective divisions.
324 00:30:18.940 ⇒ 00:30:23.380 Amber Lin: Oh, so who’s who’s able to take calls?
325 00:30:24.252 ⇒ 00:30:26.999 ShannonMartinez: Okay, so this is specific for Saturdays.
326 00:30:27.310 ⇒ 00:30:29.539 Amber Lin: Saturdays are on a rotation.
327 00:30:29.840 ⇒ 00:30:31.020 Amber Lin: Oh, okay, let’s.
328 00:30:31.020 ⇒ 00:30:41.009 ShannonMartinez: And calendar is. So this is a this is used not only as a resource for a our teams to see what Saturdays they work on a rotation.
329 00:30:41.740 ⇒ 00:30:51.300 ShannonMartinez: But also the data tab is used. But from our data team, that list of people, so do they have point of reference for the rotation.
330 00:30:53.200 ⇒ 00:31:02.700 Amber Lin: I see. So let me pull up coverage
331 00:31:09.650 ⇒ 00:31:12.020 Amber Lin: me a quick moment.
332 00:31:15.190 ⇒ 00:31:17.893 Amber Lin: Oh, what is that?
333 00:31:22.220 ⇒ 00:31:22.960 Amber Lin: Okay.
334 00:31:29.180 ⇒ 00:31:30.950 JanieceGarcia: Is it because one you’re signed in.
335 00:31:30.990 ⇒ 00:31:37.120 Amber Lin: Yeah, yeah, let me quickly address that
336 00:31:37.867 ⇒ 00:31:41.880 Amber Lin: screens. I’ll just share my whole screen here.
337 00:31:42.992 ⇒ 00:31:56.810 Amber Lin: So we’re going to these. So we were at weekend coverage, and then we’re at here. Okay?
338 00:31:57.100 ⇒ 00:31:59.819 Amber Lin: So you should be able to see everything.
339 00:32:02.450 ⇒ 00:32:07.620 Amber Lin: Oh, so so! This whole sheet here is for the weekend.
340 00:32:08.100 ⇒ 00:32:09.400 JanieceGarcia: Correct Saturdays.
341 00:32:09.400 ⇒ 00:32:10.550 Amber Lin: Oh!
342 00:32:10.550 ⇒ 00:32:14.260 JanieceGarcia: Closed Sunday. But Csrs do work on Saturday.
343 00:32:17.930 ⇒ 00:32:19.739 Amber Lin: Okay, sounds good.
344 00:32:20.890 ⇒ 00:32:28.930 Amber Lin: And then, huh? Oh, wait. So this this tab is just a summary of everything.
345 00:32:29.070 ⇒ 00:32:29.770 Amber Lin: There.
346 00:32:29.770 ⇒ 00:32:30.120 ShannonMartinez: But so.
347 00:32:30.120 ⇒ 00:32:30.470 Amber Lin: Oh!
348 00:32:30.470 ⇒ 00:32:41.270 ShannonMartinez: You see, the pest people, those are everybody on my team so commercial. He’s got it repeated. They have what 5 people! And then they rotate. It’s just it just repeats that same list over again. See.
349 00:32:41.270 ⇒ 00:32:42.440 Amber Lin: Oh!
350 00:32:42.440 ⇒ 00:32:46.140 ShannonMartinez: Okay? And so same thing with mechanical. Those are the people on.
351 00:32:47.900 ⇒ 00:32:48.360 Amber Lin: The same.
352 00:32:48.360 ⇒ 00:32:54.350 ShannonMartinez: Information is outdated because I have more people than that, and some people on here are no longer employed.
353 00:32:54.350 ⇒ 00:32:54.990 Amber Lin: Okay.
354 00:32:54.990 ⇒ 00:32:57.835 ShannonMartinez: But this is, that’s their information.
355 00:32:58.430 ⇒ 00:33:10.570 Amber Lin: Okay, sounds good. I mean, if if we do connect these spreadsheets, all your updates should be automatically synced. So you won’t need to tell us, hey? We updated this. We’ll just note that it’s kinda outdated
356 00:33:11.010 ⇒ 00:33:11.620 Amber Lin: perfect.
357 00:33:11.620 ⇒ 00:33:12.900 JanieceGarcia: Because when it comes.
358 00:33:12.900 ⇒ 00:33:15.500 ShannonMartinez: Outdated because, Andy, I think it’s just outdated.
359 00:33:15.500 ⇒ 00:33:16.290 JanieceGarcia: Yeah,
360 00:33:17.210 ⇒ 00:33:28.930 JanieceGarcia: that tab, because they do open it each quarter. And then, after like, after Friday, it’s no longer going to be open for us to make changes. Any changes will have to go through our data team.
361 00:33:30.090 ⇒ 00:33:32.790 JanieceGarcia: It’ll just be visible to everybody.
362 00:33:38.640 ⇒ 00:33:41.189 JanieceGarcia: They give us like a week to update.
363 00:33:42.310 ⇒ 00:33:46.289 ShannonMartinez: Is it released because I noticed that it had the august dates? It is released.
364 00:33:47.650 ⇒ 00:33:49.340 JanieceGarcia: But you were on Pto Friday.
365 00:33:50.910 ⇒ 00:33:54.260 JanieceGarcia: but it it was released. Friday. Thank you. You’re welcome.
366 00:33:54.260 ⇒ 00:33:55.700 ShannonMartinez: I’m still catching up on email.
367 00:33:56.010 ⇒ 00:33:56.890 ShannonMartinez: You don’t think I’ve.
368 00:33:56.980 ⇒ 00:33:58.500 JanieceGarcia: You have until this Friday, Shane.
369 00:33:58.500 ⇒ 00:34:05.390 ShannonMartinez: Yeah. So they’re they’re between Vegas and the manager. Retreat are just like I cannot get my head above water.
370 00:34:08.429 ⇒ 00:34:11.940 Amber Lin: Hopefully. What we do is helpful and not adding to your burden.
371 00:34:11.949 ⇒ 00:34:19.119 ShannonMartinez: Oh, no, no, no! This is definitely like upper, upper, higher level goals.
372 00:34:19.860 ⇒ 00:34:23.330 ShannonMartinez: You know. My stuff that I’m behind on is just being in the weeds.
373 00:34:23.330 ⇒ 00:34:26.980 Amber Lin: I see. I see it’s nice to be able to think about everything
374 00:34:27.460 ⇒ 00:34:40.270 Amber Lin: together on a higher level. We have 3 spreadsheets left, so we have service areas and pest division technicians and pest directory. Let me go to this one.
375 00:34:40.270 ⇒ 00:34:41.520 ShannonMartinez: Good to see you, Babe.
376 00:34:42.150 ⇒ 00:34:44.779 ShannonMartinez: Okay, bye, be careful driving.
377 00:34:45.560 ⇒ 00:34:47.229 Amber Lin: How do we use this one.
378 00:34:47.620 ⇒ 00:34:49.620 ShannonMartinez: That? Okay, what is that?
379 00:34:50.389 ⇒ 00:34:56.749 JanieceGarcia: So that’s the Directory. That’s the one that Shannon and I were saying, because we have
380 00:34:56.949 ⇒ 00:35:04.399 JanieceGarcia: paylocity and we have the Pest Division technicians. Do we truly need that? One? Is that one updated on a regular basis.
381 00:35:04.540 ⇒ 00:35:15.560 ShannonMartinez: It is it? It’s mostly we share this. Actually, it’s an organization thing that it’s not just call center. It’s also field Ops as well, this is where our managers get their information
382 00:35:16.290 ⇒ 00:35:27.690 ShannonMartinez: on who reports to what I know for certain manual uses it all the time. Just because when I walk into his office. He’s got it up, so I know his team does. Which is all the service managers.
383 00:35:29.268 ⇒ 00:35:33.209 ShannonMartinez: It’s a direct just. It’s just what it is. It’s a directory.
384 00:35:33.950 ⇒ 00:35:42.499 Amber Lin: I see. So it’s it’s who the serve. Special technicians.
385 00:35:42.500 ⇒ 00:35:42.946 JanieceGarcia: It is.
386 00:35:43.170 ⇒ 00:35:46.343 Amber Lin: And the their email
387 00:35:47.270 ⇒ 00:35:47.930 JanieceGarcia: For.
388 00:35:47.930 ⇒ 00:35:49.489 Amber Lin: What they can do.
389 00:35:49.886 ⇒ 00:35:50.679 ShannonMartinez: Or charge.
390 00:35:51.308 ⇒ 00:35:57.590 Amber Lin: Okay, so this is a by person like by purse.
391 00:35:58.140 ⇒ 00:36:00.629 Amber Lin: Does this include inspectors?
392 00:36:00.930 ⇒ 00:36:01.550 ShannonMartinez: No, ma’am.
393 00:36:02.190 ⇒ 00:36:02.920 Amber Lin: Oh!
394 00:36:03.700 ⇒ 00:36:04.439 JanieceGarcia: It does.
395 00:36:04.790 ⇒ 00:36:05.280 ShannonMartinez: Where.
396 00:36:05.280 ⇒ 00:36:05.800 Amber Lin: What?
397 00:36:06.120 ⇒ 00:36:09.100 JanieceGarcia: Yeah, there’s a res pest service res sales. Comp.
398 00:36:10.270 ⇒ 00:36:11.480 ShannonMartinez: Yes, yes.
399 00:36:11.710 ⇒ 00:36:13.040 Amber Lin: Oh, okay.
400 00:36:13.625 ⇒ 00:36:19.649 JanieceGarcia: That’s why I’m saying it’s definitely everybody on the pest side.
401 00:36:21.080 ⇒ 00:36:23.710 Amber Lin: Does this include the customer service team at all?
402 00:36:23.900 ⇒ 00:36:24.410 JanieceGarcia: No.
403 00:36:25.370 ⇒ 00:36:28.250 Amber Lin: Oh, okay, so that would be.
404 00:36:29.590 ⇒ 00:36:35.769 Amber Lin: this is everything on the like actual doing, the field work. Everything related to that.
405 00:36:35.770 ⇒ 00:36:36.400 ShannonMartinez: Correct.
406 00:36:36.730 ⇒ 00:36:38.810 Amber Lin: Okay, okay, so this is for.
407 00:36:39.780 ⇒ 00:36:51.600 Amber Lin: and that’s on field side. Do we have a spreadsheet on the like internal support personnel? So I know we have a I think we have a document on that, but we don’t have a spreadsheet.
408 00:36:51.820 ⇒ 00:36:52.470 ShannonMartinez: We do?
409 00:36:52.630 ⇒ 00:36:53.690 Amber Lin: I see. Oh, we do.
410 00:36:53.690 ⇒ 00:36:54.350 JanieceGarcia: We do?
411 00:36:54.600 ⇒ 00:36:54.999 ShannonMartinez: Yes, we do.
412 00:36:55.000 ⇒ 00:36:55.630 JanieceGarcia: We do?
413 00:36:55.920 ⇒ 00:37:09.819 ShannonMartinez: Yeah, we have it in several, in a couple of different places. We have one that determines that lists out who the overflow is, and we also have one that also shows, like their work from home days and schedules and all that.
414 00:37:12.100 ⇒ 00:37:13.539 JanieceGarcia: And then who they report to.
415 00:37:13.760 ⇒ 00:37:13.980 ShannonMartinez: Yeah.
416 00:37:15.170 ⇒ 00:37:19.229 ShannonMartinez: It’s about got the tabs in the same way for the respective divisions.
417 00:37:21.070 ⇒ 00:37:21.920 Amber Lin: I see.
418 00:37:22.320 ⇒ 00:37:25.710 Amber Lin: Oh.
419 00:37:26.608 ⇒ 00:37:49.449 Amber Lin: managers thinking like in the future. It might be helpful to have it also in there. But I think we have enough on our plate right now to add. And and th. These are gonna be more important. So we have 2 left pest division technicians. And then the service area. So how is this one used? This is pest division technicians.
420 00:37:49.990 ⇒ 00:38:16.650 JanieceGarcia: So with this one. It essentially is the same thing as the Directory, but it shows more of a breakdown. So it has who the service manager is what area his whole team is in. Who is his? Who are his supervisors, and then who actually reports to each supervisor, and then when the when do they come into the office for their meeting days? And.
421 00:38:16.650 ⇒ 00:38:17.580 Amber Lin: This is helpful.
422 00:38:17.580 ⇒ 00:38:32.192 JanieceGarcia: For our Csr’s, especially when it comes to like Qcs visits that needs to happen, quality visits that need to happen. And that’s gonna be because we need to make sure that we’re sending on a supervisor with the correct technician.
423 00:38:32.540 ⇒ 00:38:32.980 Amber Lin: Okay.
424 00:38:32.980 ⇒ 00:38:49.310 JanieceGarcia: But then you also have your development and your training. So you know, okay, who’s going through all of the training right now? Where are they out on their training? And that helps when it comes to, you know, scheduling those specialty services like termite and.
425 00:38:49.310 ⇒ 00:38:49.950 Amber Lin: Huh!
426 00:38:49.950 ⇒ 00:38:53.540 JanieceGarcia: Rodent or Trelona, or I see one.
427 00:38:53.540 ⇒ 00:39:00.139 ShannonMartinez: Our scheduling and admin team pay a vital role in the development of the technician levels in the field.
428 00:39:00.140 ⇒ 00:39:00.820 JanieceGarcia: Correct.
429 00:39:01.130 ⇒ 00:39:01.960 Amber Lin: So, okay.
430 00:39:01.960 ⇒ 00:39:15.369 ShannonMartinez: So if so, we use the development tab to schedule somebody on a level job that they are training for. So they get the the training to to complete the certification.
431 00:39:15.370 ⇒ 00:39:15.750 Amber Lin: Oh!
432 00:39:17.430 ⇒ 00:39:24.820 Amber Lin: Trainees for so they can complete their survey.
433 00:39:24.820 ⇒ 00:39:29.539 ShannonMartinez: Welcome is not using this Janice, I’m telling you. The only movement that’s been on there has been our Admins.
434 00:39:33.620 ⇒ 00:39:36.140 ShannonMartinez: We’re dealing with this especially right now with termite.
435 00:39:36.710 ⇒ 00:39:38.010 JanieceGarcia: I would go.
436 00:39:39.080 ⇒ 00:39:39.840 ShannonMartinez: I have.
437 00:39:41.330 ⇒ 00:39:51.510 Amber Lin: Oh, so for each of these people say they need to schedule complete 3 jobs to 4 jobs to get that level. So we record. 1, 2, 3, 4,
438 00:39:51.670 ⇒ 00:39:54.169 Amber Lin: correct of them. Yes. Oh, okay.
439 00:39:54.170 ⇒ 00:39:58.439 Amber Lin: And then they get their certification to the specialty service. Yeah.
440 00:39:58.779 ⇒ 00:39:59.120 Amber Lin: Which.
441 00:39:59.120 ⇒ 00:39:59.820 JanieceGarcia: Then.
442 00:40:00.600 ⇒ 00:40:05.479 JanieceGarcia: Which then in turn would up their skill levels on the past division.
443 00:40:06.675 ⇒ 00:40:08.600 Amber Lin: Skills between the.
444 00:40:08.600 ⇒ 00:40:08.930 JanieceGarcia: That.
445 00:40:08.930 ⇒ 00:40:09.430 ShannonMartinez: Say that.
446 00:40:09.430 ⇒ 00:40:11.660 JanieceGarcia: And now I see.
447 00:40:11.660 ⇒ 00:40:24.550 ShannonMartinez: So say I’m a maintenance and mosquito, but I’m training to be a rodent. Then my name would go over to that rodent tab, and then each of them have ABC levels. So there’s tiers to it as well.
448 00:40:26.110 ⇒ 00:40:39.550 JanieceGarcia: And as I leveled up, meaning as I was, had initial scheduled on me with my supervisor or my service manager for training, I would then be able to level up with my skills and.
449 00:40:40.500 ⇒ 00:40:42.919 JanieceGarcia: I would be able to have more jobs put on me.
450 00:40:43.290 ⇒ 00:40:48.960 Amber Lin: Cool. Okay? And this is a different, just a different tab or tournament. Mesh, okay.
451 00:40:50.162 ⇒ 00:41:04.660 Amber Lin: this is for commercial alright. So this is by manager their their teams. Okay, I understand. That’s great. Let me look at the last one we have, which is service areas by branch and zip code.
452 00:41:05.877 ⇒ 00:41:07.989 Amber Lin: Hmm! Service areas.
453 00:41:09.210 ⇒ 00:41:14.070 Amber Lin: This one seems pretty straightforward. It’s all pretty flat tables. How do you guys use this.
454 00:41:14.600 ⇒ 00:41:33.880 JanieceGarcia: If someone’s calling in and they don’t have their address is not pulling up. We’ve done our 3 60. They don’t have services with us right now. But we don’t recognize the Zip code, or we don’t know where that zip code is. Then just to double check and make sure that we do service that area.
455 00:41:34.210 ⇒ 00:41:37.830 JanieceGarcia: What the request is we’re able to open up the sheet
456 00:41:38.190 ⇒ 00:41:43.669 JanieceGarcia: control F for their Zip code, and then it’ll tell us. Yes, we don’t, or yes, we do, or yeah.
457 00:41:43.670 ⇒ 00:41:45.680 Amber Lin: Oh, okay.
458 00:41:45.680 ⇒ 00:41:46.960 ShannonMartinez: For all divisions.
459 00:41:46.960 ⇒ 00:41:48.100 ShannonMartinez: This wouldn’t managed by.
460 00:41:48.100 ⇒ 00:41:52.110 Amber Lin: Persona, all divisions.
461 00:41:52.110 ⇒ 00:41:52.960 JanieceGarcia: And Julie.
462 00:41:53.310 ⇒ 00:41:54.230 ShannonMartinez: And Julie.
463 00:41:54.230 ⇒ 00:41:59.710 Amber Lin: I see cool share.
464 00:42:00.500 ⇒ 00:42:12.719 Amber Lin: and then this one would be, oh, so how would we use this? So if they call your branch, and you don’t service that zip code. Would you transfer them to a different branch.
465 00:42:13.630 ⇒ 00:42:17.200 JanieceGarcia: No, because this branch we answer for all of these.
466 00:42:17.910 ⇒ 00:42:19.290 Amber Lin: Oh, so oh, okay.
467 00:42:19.290 ⇒ 00:42:21.730 ShannonMartinez: So when we create a customer account.
468 00:42:22.635 ⇒ 00:42:39.609 ShannonMartinez: And this goes goes more back into like the billing and accounting side of things. Because our service areas are represented by branches, right? So if we if I, as a Csr. Didn’t know what zip code
469 00:42:40.020 ⇒ 00:42:59.520 ShannonMartinez: the Zip code, what branch it went to, then I could control F here. When you’re establishing an account and evolve it will automatically default to a specific branch based on this, the zip codes and this sheet is how that’s determined. But if I wanted to cross reference, to make sure that I picked the right
470 00:42:59.860 ⇒ 00:43:02.779 ShannonMartinez: branch, then then I would reference it here.
471 00:43:03.200 ⇒ 00:43:03.980 Amber Lin: Yes, hmm.
472 00:43:05.060 ⇒ 00:43:05.810 JanieceGarcia: Correct.
473 00:43:05.810 ⇒ 00:43:08.240 ShannonMartinez: Evolve is programmed with this information, but.
474 00:43:08.240 ⇒ 00:43:08.610 Amber Lin: Sometime.
475 00:43:08.610 ⇒ 00:43:10.060 ShannonMartinez: You may have to.
476 00:43:10.060 ⇒ 00:43:10.930 JanieceGarcia: Not like this.
477 00:43:11.530 ⇒ 00:43:13.129 JanieceGarcia: It’s not always updated right away.
478 00:43:13.990 ⇒ 00:43:18.902 Amber Lin: I see. So this is more, for, like a double checking, making sure type of sheet.
479 00:43:19.210 ⇒ 00:43:19.630 ShannonMartinez: Correct.
480 00:43:20.110 ⇒ 00:43:20.660 Amber Lin: Okay.
481 00:43:21.580 ⇒ 00:43:23.790 Amber Lin: Okay.
482 00:43:24.932 ⇒ 00:43:32.967 Amber Lin: that is very, very informational. I can see why you guys are trainers. I feel very trained. Feel very clear.
483 00:43:33.680 ⇒ 00:43:36.139 ShannonMartinez: This is great. Let me just pull up.
484 00:43:36.140 ⇒ 00:43:39.299 ShannonMartinez: You’re just gonna put you on phones. Ever you’re ready to go.
485 00:43:39.300 ⇒ 00:43:43.999 Amber Lin: I I feel a lot more ready like I I know where to find things now.
486 00:43:44.980 ⇒ 00:43:47.617 Amber Lin: Got you Amber Yup? You’re going on the phones.
487 00:43:48.530 ⇒ 00:43:50.440 Amber Lin: Uto and I are both going on a phone.
488 00:43:50.440 ⇒ 00:43:50.910 Amber Lin: There you go.
489 00:43:52.570 ⇒ 00:43:55.714 Amber Lin: If I if I win, he has to raise my salary.
490 00:43:58.154 ⇒ 00:43:59.699 Amber Lin: I love it.
491 00:43:59.890 ⇒ 00:44:02.110 Amber Lin: Yeah, I think we’re
492 00:44:02.907 ⇒ 00:44:10.449 Amber Lin: almost more than halfway through our session today, and we have 20 min left. And I’m just looking at
493 00:44:11.870 ⇒ 00:44:12.870 Amber Lin: this.
494 00:44:13.860 ⇒ 00:44:18.099 Amber Lin: Oh, so I let me just share.
495 00:44:18.410 ⇒ 00:44:25.269 ShannonMartinez: So the general information and the residential menu services. I feel this is where we have to top to bottom.
496 00:44:26.460 ⇒ 00:44:32.429 ShannonMartinez: So eroded. Annual standalone. Right? It does not tell me here if I’m a Csr. And I.
497 00:44:32.950 ⇒ 00:44:35.130 ShannonMartinez: How do I schedule a rodent standalone.
498 00:44:37.310 ⇒ 00:44:39.099 ShannonMartinez: It doesn’t tell me the process.
499 00:44:43.150 ⇒ 00:44:44.560 Amber Lin: Yeah, like.
500 00:44:44.560 ⇒ 00:44:58.199 Amber Lin: yeah, yeah, I I totally agree. I looked at it when I was organizing this. I didn’t delete or change anything. I just separated by section. So we can be faster when we refer to these different things.
501 00:44:58.520 ⇒ 00:45:07.320 Amber Lin: And for each of them, I think we have like, it’s a mix of definitions, some sort of processes. But it’s not.
502 00:45:07.940 ⇒ 00:45:14.529 Amber Lin: that’s too clear. And then we have all these codes, and then more definitions.
503 00:45:15.010 ⇒ 00:45:31.040 Amber Lin: And so I I wanted us to see how we want to structure this section and then maybe for each of them we use. So we put all the definitions in general information, and then for each of them we have a specific how to schedule. In the second section.
504 00:45:31.630 ⇒ 00:45:39.220 JanieceGarcia: Yeah, because the menu of service is the way that it’s broken down on our website.
505 00:45:39.450 ⇒ 00:45:42.345 Amber Lin: And then on the Mps website, hmm.
506 00:45:42.610 ⇒ 00:45:46.349 JanieceGarcia: And then we just had a menu of what our services was.
507 00:45:47.410 ⇒ 00:45:48.310 JanieceGarcia: Which is great.
508 00:45:48.310 ⇒ 00:45:49.060 ShannonMartinez: Is all information.
509 00:45:49.060 ⇒ 00:45:51.770 JanieceGarcia: Drive, which is great.
510 00:45:53.360 ⇒ 00:45:53.840 ShannonMartinez: Go ahead!
511 00:45:53.840 ⇒ 00:45:59.149 JanieceGarcia: And and then that’s where we come up with. Okay, how do you schedule the holds? How do you schedule.
512 00:45:59.840 ⇒ 00:46:00.950 JanieceGarcia: Production orders which.
513 00:46:00.950 ⇒ 00:46:10.610 ShannonMartinez: And we do have those. I just wanna make sure that we have one for each of these specific categories, because that’s where I’m finding that we don’t have the process, for.
514 00:46:11.050 ⇒ 00:46:20.200 ShannonMartinez: like I may ask, Andy, how do I schedule a rodent standalone service
515 00:46:37.770 ⇒ 00:46:49.500 ShannonMartinez: to schedule Rodent Standalone service, confirm the customer’s address and desired service time. Then check the specialized technician tool for rodent technician availability.
516 00:46:50.150 ⇒ 00:46:51.170 ShannonMartinez: That’s not right.
517 00:46:52.410 ⇒ 00:46:58.770 Amber Lin: We? We don’t have that information in a central dog, except for this short paragraph. That’s all we have.
518 00:47:01.370 ⇒ 00:47:02.340 ShannonMartinez: So
519 00:47:03.110 ⇒ 00:47:09.649 ShannonMartinez: what what you’re suggesting is that after the menu of services under each of them, then put the process.
520 00:47:10.130 ⇒ 00:47:18.600 Amber Lin: Yeah, I think we because we need to probably clean this up. So it’s it’s a faster read for Csrs, that’s number one. And then
521 00:47:18.740 ⇒ 00:47:35.089 Amber Lin: we make sure that this one, then one, we make sure this covers everything, and 2. We insert processes for every single one of them, so that when you ask Andy, it can have something to pull up from, because right now we don’t have any content that it can pull from.
522 00:47:35.090 ⇒ 00:47:43.659 ShannonMartinez: So essentially, we have things in place. When you look at holds and services, we do have that title.
523 00:47:44.110 ⇒ 00:47:45.220 Amber Lin: Let me go! Here.
524 00:47:45.220 ⇒ 00:47:50.650 ShannonMartinez: Service scheduling and order handling. Okay? So essentially, that’s where it would be nestled under.
525 00:47:51.430 ⇒ 00:47:55.419 ShannonMartinez: But I don’t know that we have Ronin Standalone in it.
526 00:47:56.360 ⇒ 00:47:57.540 JanieceGarcia: No, and.
527 00:47:57.540 ⇒ 00:48:03.239 Amber Lin: Have it defined. We have somewhat similar things, but it’s not defined.
528 00:48:03.240 ⇒ 00:48:06.969 ShannonMartinez: To a service code. It has to have that specific title.
529 00:48:07.580 ⇒ 00:48:14.599 JanieceGarcia: Exactly. And that’s where we have to be careful, too, though, because a rodent standalone initial
530 00:48:14.970 ⇒ 00:48:22.070 JanieceGarcia: hold is what they’re scheduling, which in that case they’re all rodent slash wildlife initial.
531 00:48:22.770 ⇒ 00:48:35.260 JanieceGarcia: Because if you say to schedule a rodent annual stand alone, or however it’s worded, then they’re gonna go in and use that actual code. And now we’re back and not doing a hold for.
532 00:48:35.260 ⇒ 00:48:36.260 ShannonMartinez: A 100%.
533 00:48:36.540 ⇒ 00:48:37.490 Amber Lin: 100%.
534 00:48:37.490 ⇒ 00:48:39.389 JanieceGarcia: But that’s where. Say.
535 00:48:40.140 ⇒ 00:48:45.230 ShannonMartinez: Yeah, it should say, though, in that process to create the hold.
536 00:48:45.680 ⇒ 00:48:54.680 ShannonMartinez: And yeah, I mean, Janice is absolutely that’s a hundred percent. Right? Because we’re not gonna actually use the service code ourselves. That’s more of a contract entry thing.
537 00:48:55.030 ⇒ 00:48:57.899 ShannonMartinez: But we need to know, create a hold.
538 00:48:58.750 ⇒ 00:48:59.880 ShannonMartinez: That’s the process.
539 00:49:01.370 ⇒ 00:49:02.900 Amber Lin: Okay, so.
540 00:49:03.200 ⇒ 00:49:05.890 JanieceGarcia: This is the type of services that we offer.
541 00:49:07.310 ⇒ 00:49:11.949 Amber Lin: So I’m gonna say, this is a type of service.
542 00:49:12.270 ⇒ 00:49:16.170 Amber Lin: But we don’t use the service code.
543 00:49:16.900 ⇒ 00:49:18.140 ShannonMartinez: Okay, so this is where.
544 00:49:18.140 ⇒ 00:49:19.060 JanieceGarcia: Cars.
545 00:49:19.060 ⇒ 00:49:20.290 ShannonMartinez: Yeah, correct.
546 00:49:20.868 ⇒ 00:49:24.539 ShannonMartinez: Because Julie’s team, the contract entry team adds.
547 00:49:24.720 ⇒ 00:49:32.860 ShannonMartinez: enters the program pricing. They are the ones who will assign the appropriate service code to the time that’s
548 00:49:32.860 ⇒ 00:49:33.590 ShannonMartinez: service.
549 00:49:33.830 ⇒ 00:49:37.170 ShannonMartinez: It’s kind of like allocating taxable versus non.
550 00:49:37.620 ⇒ 00:49:47.930 ShannonMartinez: so to speak, in in a more much elaborate way. So like whatever service code goes to a service they are going to put it in on their side.
551 00:49:47.930 ⇒ 00:49:56.677 Amber Lin: I see. So what we do is we create a hold that has this name. And so that Julie’s team goes in and say, okay, this is this needs this service.
552 00:49:56.960 ⇒ 00:49:58.439 JanieceGarcia: The so.
553 00:49:58.440 ⇒ 00:50:00.420 ShannonMartinez: But has this name? Yeah.
554 00:50:00.420 ⇒ 00:50:10.269 JanieceGarcia: That’s that’s why I’m saying I don’t want it to be way too confusing for them. So if you, if you control F and find an actual, the hold creating a hold amber.
555 00:50:10.480 ⇒ 00:50:12.570 JanieceGarcia: You’ll see what I mean.
556 00:50:14.610 ⇒ 00:50:19.230 Amber Lin: So I’m in hold, I know down here, you have a process.
557 00:50:19.230 ⇒ 00:50:19.760 JanieceGarcia: Yep.
558 00:50:20.250 ⇒ 00:50:29.179 Amber Lin: So go minus type, hold, okay.
559 00:50:29.390 ⇒ 00:50:32.880 JanieceGarcia: Because they are going to use hold for initial
560 00:50:33.010 ⇒ 00:50:49.920 JanieceGarcia: residential general pest control hold for initial rodent slash wildlife hold for initial termite, hold for initial mosquito, but their notes, the notes that are in the hold is going to be what contract entry
561 00:50:50.650 ⇒ 00:50:53.889 JanieceGarcia: is choosing out of that menu of service.
562 00:50:53.890 ⇒ 00:50:54.430 ShannonMartinez: So.
563 00:50:54.430 ⇒ 00:50:55.230 Amber Lin: I see.
564 00:50:55.230 ⇒ 00:50:59.379 ShannonMartinez: If you scroll up just a little bit where you’re at, see where it says hold for initial
565 00:51:00.880 ⇒ 00:51:06.029 ShannonMartinez: landscape laundry. All of that, it doesn’t have it for
566 00:51:06.180 ⇒ 00:51:08.900 ShannonMartinez: our pest services. So, and we need it.
567 00:51:09.950 ⇒ 00:51:10.690 Amber Lin: Hmm.
568 00:51:10.690 ⇒ 00:51:14.589 ShannonMartinez: And why all those lawn services are in there. I’m not sure.
569 00:51:14.940 ⇒ 00:51:15.479 JanieceGarcia: Let me see.
570 00:51:15.480 ⇒ 00:51:16.250 Amber Lin: Hanging around.
571 00:51:16.250 ⇒ 00:51:16.660 ShannonMartinez: It doesn’t.
572 00:51:16.660 ⇒ 00:51:18.730 ShannonMartinez: Yeah, let me think it matches.
573 00:51:19.120 ⇒ 00:51:27.230 Amber Lin: So this is what I I know, Janice, you add. I think we added this pretty recently of the durations and
574 00:51:27.380 ⇒ 00:51:31.960 Amber Lin: the codes. Are these the codes that we enter in.
575 00:51:32.160 ⇒ 00:51:33.630 ShannonMartinez: Those are not pest.
576 00:51:33.630 ⇒ 00:51:35.410 JanieceGarcia: But those aren’t pests. Why are
577 00:51:35.410 ⇒ 00:51:38.880 JanieceGarcia: yeah? Let me find, if we, I think.
578 00:51:39.320 ⇒ 00:51:40.020 Amber Lin: I think.
579 00:51:40.020 ⇒ 00:51:40.420 JanieceGarcia: I had.
580 00:51:40.420 ⇒ 00:51:41.769 Amber Lin: We have it.
581 00:51:41.770 ⇒ 00:51:43.159 JanieceGarcia: It’s under my rodent.
582 00:51:43.790 ⇒ 00:51:49.126 Amber Lin: Yeah, it should be. I think I put it under, wrote it because this is specifically for.
583 00:51:49.440 ⇒ 00:51:52.539 JanieceGarcia: Right there, wrote it for initial rodent slash.
584 00:51:52.540 ⇒ 00:51:56.250 Amber Lin: Yeah, okay, so I will organize.
585 00:51:56.250 ⇒ 00:51:56.630 ShannonMartinez: True.
586 00:51:56.630 ⇒ 00:51:58.560 Amber Lin: This a bit more.
587 00:51:58.790 ⇒ 00:52:00.070 ShannonMartinez: When you were.
588 00:52:00.070 ⇒ 00:52:00.400 Amber Lin: It’s.
589 00:52:00.400 ⇒ 00:52:03.609 ShannonMartinez: Says, stand alone. Can you put Rodent Standalone?
590 00:52:03.960 ⇒ 00:52:06.099 ShannonMartinez: That’s the name of the code.
591 00:52:06.100 ⇒ 00:52:12.429 ShannonMartinez: I wrote it. 2 sections up rodent service purchase options.
592 00:52:13.970 ⇒ 00:52:17.320 ShannonMartinez: In parentheses, it says, Stand alone, stand alone a plus.
593 00:52:17.320 ⇒ 00:52:18.390 ShannonMartinez: It’s an issue.
594 00:52:18.390 ⇒ 00:52:18.920 JanieceGarcia: Or one day.
595 00:52:18.920 ⇒ 00:52:22.140 ShannonMartinez: May tie it together if you put Rodent stand alone.
596 00:52:22.620 ⇒ 00:52:23.500 ShannonMartinez: Yes.
597 00:52:26.196 ⇒ 00:52:29.380 Amber Lin: I see, okay.
598 00:52:29.800 ⇒ 00:52:37.720 Amber Lin: do you think we should create a a tab to list all of the service codes in one place so people can go reference it.
599 00:52:41.080 ⇒ 00:52:43.699 ShannonMartinez: Well down 3 sections.
600 00:52:44.720 ⇒ 00:52:48.720 ShannonMartinez: It says, codes for scheduling rodent services. So it’s there.
601 00:52:52.680 ⇒ 00:53:02.869 ShannonMartinez: I I guess this is. This is where I’m leaning on your expertise Amber, because I’m not sure how Andy makes the association of what we put in the search. Central Docket versus what it spits out.
602 00:53:03.550 ⇒ 00:53:21.139 ShannonMartinez: But if I were just trying to schedule a rodent stand alone, I would need for Andy to tell me that I need to schedule a hold for initial rodent. My life for Julie’s contract entry team to process it on their end and tie it to the Rodent Standalone Service Code.
603 00:53:26.680 ⇒ 00:53:28.780 Amber Lin: Okay, sounds good.
604 00:53:28.900 ⇒ 00:53:40.590 Amber Lin: And I assume that for both rodent and termite, we, there’s the process of scheduling the hold right for anything that we do essentially, that the Csrs go through.
605 00:53:40.590 ⇒ 00:53:44.350 ShannonMartinez: Absolutely, and including mosquito.
606 00:53:45.630 ⇒ 00:53:46.230 ShannonMartinez: Headwelcome.
607 00:53:46.915 ⇒ 00:53:47.600 Amber Lin: Yes.
608 00:53:48.540 ⇒ 00:53:57.366 Amber Lin: Okay, sounds good. So this hold needs to be at the very top to make sure that everybody knows that they need to schedule a hold.
609 00:53:58.020 ⇒ 00:53:59.959 JanieceGarcia: We have to schedule a hold.
610 00:53:59.960 ⇒ 00:54:01.779 Amber Lin: Okay, so that’s good.
611 00:54:02.360 ⇒ 00:54:04.450 JanieceGarcia: 3 times that they do not.
612 00:54:05.040 ⇒ 00:54:09.013 Amber Lin: Which is, I wanna know.
613 00:54:09.520 ⇒ 00:54:12.720 JanieceGarcia: It’s a mosquito system. Repair because
614 00:54:13.540 ⇒ 00:54:33.969 JanieceGarcia: the mosquito system repair. What happens on that ticket is as the technician is out there and has that ticket open. If he’s having to replace ahead, then he’s checking off ahead how many which one? And then it automatically goes into a flat pricing, and that’s on the back end. We don’t see that, but they have to schedule a mosquito system, repair ticket.
615 00:54:34.070 ⇒ 00:54:34.590 JanieceGarcia: Then.
616 00:54:34.590 ⇒ 00:54:35.150 Amber Lin: Hmm.
617 00:54:35.360 ⇒ 00:54:46.109 JanieceGarcia: The next one would be if they have a rodent annual program, and it’s time for their warranty. They schedule the rodent slash, wildlife.
618 00:54:48.340 ⇒ 00:54:51.950 JanieceGarcia: rodent slash wildlife, annual pr
619 00:54:52.700 ⇒ 00:55:00.110 JanieceGarcia: ticket, and then the same for termite. If they have the termite, then they’re scheduling the termite annual warranty pr ticket as well.
620 00:55:00.580 ⇒ 00:55:04.109 JanieceGarcia: So I guess there’s 4 ways, because also a wdi.
621 00:55:05.100 ⇒ 00:55:05.680 ShannonMartinez: Oh,
622 00:55:06.550 ⇒ 00:55:09.430 ShannonMartinez: But those aren’t. Those aren’t billable tickets, though.
623 00:55:09.430 ⇒ 00:55:10.200 JanieceGarcia: No, they’re not.
624 00:55:10.200 ⇒ 00:55:15.760 ShannonMartinez: They’re just production, which is different from the mosquito system repair. So I think that’s going to get very confusing
625 00:55:16.590 ⇒ 00:55:18.069 ShannonMartinez: to pair them all together.
626 00:55:18.070 ⇒ 00:55:20.200 JanieceGarcia: The Wdi are both billable tickets.
627 00:55:20.290 ⇒ 00:55:21.379 ShannonMartinez: Thank you. Oh, yeah, so.
628 00:55:21.380 ⇒ 00:55:23.709 Amber Lin: So billable. Wdi is billable.
629 00:55:24.610 ⇒ 00:55:26.700 ShannonMartinez: So is the mosquito system. Repair.
630 00:55:27.030 ⇒ 00:55:27.900 JanieceGarcia: Yep. Billable.
631 00:55:27.900 ⇒ 00:55:29.009 Amber Lin: These are non.
632 00:55:29.700 ⇒ 00:55:31.170 JanieceGarcia: Their production tickets.
633 00:55:33.040 ⇒ 00:55:43.449 ShannonMartinez: Which means the technician is, gonna get paid on what we build the customer. But the Csr is not making sure. So if there’s money tied to something that will be invoice to a customer as a whole.
634 00:55:45.525 ⇒ 00:55:49.520 ShannonMartinez: except for mosquito system repair, and a wdi.
635 00:55:49.810 ⇒ 00:55:50.480 JanieceGarcia: Yep.
636 00:55:52.090 ⇒ 00:55:57.039 ShannonMartinez: Well, even the wdis we do a hold.
637 00:55:57.540 ⇒ 00:55:58.300 JanieceGarcia: No, you don’t.
638 00:55:59.700 ⇒ 00:56:01.349 JanieceGarcia: Wdis are not a hold.
639 00:56:03.180 ⇒ 00:56:03.920 JanieceGarcia: It’s.
640 00:56:03.920 ⇒ 00:56:06.379 ShannonMartinez: Right cause you have to go off the square footage. Okay, never mind.
641 00:56:06.380 ⇒ 00:56:07.130 JanieceGarcia: Exactly. Yeah.
642 00:56:07.130 ⇒ 00:56:07.680 ShannonMartinez: Yes.
643 00:56:08.820 ⇒ 00:56:09.860 JanieceGarcia: Like wait Nope.
644 00:56:11.230 ⇒ 00:56:11.930 ShannonMartinez: Okay.
645 00:56:11.930 ⇒ 00:56:23.490 Amber Lin: This makes it. I think this makes it much clearer. So when do we talk about making a service order? Does it fall into any of these processes? Or is this still a hold.
646 00:56:24.350 ⇒ 00:56:27.149 ShannonMartinez: Cold and production tickets. Both are service orders.
647 00:56:27.150 ⇒ 00:56:27.980 JanieceGarcia: Service orders.
648 00:56:27.980 ⇒ 00:56:31.619 Amber Lin: Oh, thank you, hold! And for
649 00:56:31.750 ⇒ 00:56:38.320 Amber Lin: tickets are both service orders. So this is a
650 00:56:42.560 ⇒ 00:56:49.519 Amber Lin: so this is like overarching thing. And then under that we might have production, order, or initial holds.
651 00:56:49.750 ⇒ 00:56:50.300 ShannonMartinez: Yes.
652 00:56:50.940 ⇒ 00:56:57.910 Amber Lin: Hmm, okay, let me move that up right here.
653 00:56:59.420 ⇒ 00:57:03.270 Amber Lin: Actually, let me move that of here.
654 00:57:03.520 ⇒ 00:57:07.029 Amber Lin: I know one. You guys said that these were not correct.
655 00:57:07.740 ⇒ 00:57:13.430 Amber Lin: can we? I think we should split this up right or.
656 00:57:14.060 ⇒ 00:57:20.040 ShannonMartinez: Yeah, because the Inspector Zip code is used for estimates, not initial service orders on its.
657 00:57:20.680 ⇒ 00:57:21.290 JanieceGarcia: Yeah.
658 00:57:22.420 ⇒ 00:57:25.610 Amber Lin: Estimates is this, gonna be under the service order.
659 00:57:25.740 ⇒ 00:57:27.170 JanieceGarcia: No! -M.
660 00:57:27.360 ⇒ 00:57:28.959 Amber Lin: It’s gonna be under the holds.
661 00:57:29.840 ⇒ 00:57:30.590 ShannonMartinez: No.
662 00:57:30.590 ⇒ 00:57:32.910 JanieceGarcia: No, it’s gonna be under estimates.
663 00:57:32.910 ⇒ 00:57:36.880 Amber Lin: Oh, okay, great. That’s great to know I’m gonna I’m gonna move that.
664 00:57:38.050 ⇒ 00:57:43.849 Amber Lin: So under, I have estimates and pricing.
665 00:57:46.030 ⇒ 00:57:46.960 JanieceGarcia: Perfect.
666 00:57:46.960 ⇒ 00:57:47.530 Amber Lin: Yeah.
667 00:57:48.230 ⇒ 00:57:53.329 Amber Lin: So now I’m gonna be in.
668 00:57:54.810 ⇒ 00:58:00.350 Amber Lin: We’ll end the meeting in 5 min. I know you guys probably have something. So. But we’ll go through as much as we can.
669 00:58:00.760 ⇒ 00:58:04.300 Amber Lin: So a production, the weeds?
670 00:58:04.300 ⇒ 00:58:05.110 Amber Lin: Yep.
671 00:58:06.140 ⇒ 00:58:13.570 Amber Lin: So when we create a service order, do we select if it’s a hold, or if it’s a production order.
672 00:58:13.570 ⇒ 00:58:16.000 JanieceGarcia: Production, order okay.
673 00:58:19.340 ⇒ 00:58:25.720 Amber Lin: I’m gonna okay. And then for wonder.
674 00:58:26.450 ⇒ 00:58:30.059 Amber Lin: this also refers to a production order. Right? This bullet point.
675 00:58:31.930 ⇒ 00:58:32.730 JanieceGarcia: It does.
676 00:58:32.730 ⇒ 00:58:33.779 Amber Lin: Okay. Sounds good.
677 00:58:33.780 ⇒ 00:58:39.819 JanieceGarcia: Letting another specialist check if the adjustments can be made to re to assign to the correct technician. Yeah.
678 00:58:40.020 ⇒ 00:58:42.880 Amber Lin: Okay. So see if we have a.
679 00:58:42.880 ⇒ 00:58:45.850 ShannonMartinez: I would say the last technician set up.
680 00:58:45.850 ⇒ 00:58:46.720 Amber Lin: Huh!
681 00:58:47.020 ⇒ 00:58:50.120 JanieceGarcia: Should have been. I’m wondering how this kind of got out of order.
682 00:58:50.120 ⇒ 00:58:51.120 ShannonMartinez: It feels like.
683 00:58:51.120 ⇒ 00:58:53.559 Amber Lin: It’s like it was currently for
684 00:58:53.560 ⇒ 00:58:59.669 Amber Lin: from a huddle presentation that we copied over, and it wasn’t very clear, so it kind of got messed up.
685 00:58:59.830 ⇒ 00:59:04.390 Amber Lin: so should I make. I think I will make another one for.
686 00:59:05.440 ⇒ 00:59:10.939 JanieceGarcia: Because it it definitely was. It’s in my, it’s not a huddle. It’s in my actual programs and codes.
687 00:59:10.940 ⇒ 00:59:28.049 Amber Lin: Hmm, okay. So I’ll make another one for production order. Because when we do this we’ll select which one it is, I’ll add, for production order. We said there was the annual termite annual rodent. Anything else? That’s the protection.
688 00:59:30.120 ⇒ 00:59:32.569 Amber Lin: Anything else that’s a production order.
689 00:59:33.110 ⇒ 00:59:37.130 JanieceGarcia: Yes, you’re rodent slash wildlife
690 00:59:39.600 ⇒ 00:59:44.070 JanieceGarcia: which would end up being reservices, job completions.
691 00:59:44.980 ⇒ 00:59:48.200 JanieceGarcia: It would. It would actually be residential.
692 00:59:48.890 ⇒ 00:59:54.049 JanieceGarcia: You have to choose residential as an attribute for rodent and termite.
693 00:59:54.560 ⇒ 00:59:59.069 ShannonMartinez: Yeah, no. But she’s asking if there are any others that would be production tickets. And there are.
694 00:59:59.457 ⇒ 01:00:00.619 JanieceGarcia: Yeah, there are.
695 01:00:01.180 ⇒ 01:00:09.890 JanieceGarcia: it would be rodent slash wildlife. And then you choose your attributes, then you have termite, choose your attributes, and then Residential
696 01:00:10.200 ⇒ 01:00:13.269 JanieceGarcia: Residential General Pest, Control.
697 01:00:14.510 ⇒ 01:00:19.470 ShannonMartinez: I feel like it would give so much clarity for her for amber to see
698 01:00:20.210 ⇒ 01:00:23.970 ShannonMartinez: when you go to create a service order to see all of the service codes.
699 01:00:24.230 ⇒ 01:00:33.489 Amber Lin: Huh? I see. I mean, if you guys were able to do that, can you just create a video that walks me through, or just a a list that I can see.
700 01:00:33.960 ⇒ 01:00:34.820 JanieceGarcia: I can.
701 01:00:35.040 ⇒ 01:00:35.780 Amber Lin: Yeah.
702 01:00:37.030 ⇒ 01:00:43.620 Amber Lin: maybe someone just walk me through the process. Just record a video. And I’ll I’ll see how I can organize the.
703 01:00:43.790 ⇒ 01:00:47.230 JanieceGarcia: I think I have it in in my scribe training videos.
704 01:00:47.230 ⇒ 01:00:51.030 JanieceGarcia: Okay, yeah, if you can give me the training videos, I can just walk through them.
705 01:00:52.860 ⇒ 01:00:53.930 JanieceGarcia: Not a problem.
706 01:00:54.270 ⇒ 01:01:18.469 Amber Lin: Sounds good. I’ll tell you that. We went through the central talk through almost ready. I’ll start to write a script for what we need to tell the Csrs. And then we were. We should aim to transition them, maybe, like Tuesday or Wednesday, because we’re pretty. We’re pretty ready. And Wednesday, when we meet again, we’ll go through all the feedback and talk about okay, what’s what’s needed? And what can we add.
707 01:01:18.930 ⇒ 01:01:19.580 JanieceGarcia: Okay.
708 01:01:19.910 ⇒ 01:01:24.420 Amber Lin: Okay, perfect. Yes, thank you all so much.
709 01:01:25.020 ⇒ 01:01:27.900 JanieceGarcia: Thank you. Another productive session. I’m so happy.
710 01:01:27.900 ⇒ 01:01:28.380 JanieceGarcia: Oh, wow!
711 01:01:30.020 ⇒ 01:01:31.640 ShannonMartinez: Yes, yes.
712 01:01:31.640 ⇒ 01:01:31.980 Amber Lin: Okay.
713 01:01:31.980 ⇒ 01:01:32.840 ShannonMartinez: Alright. Thank you.
714 01:01:33.100 ⇒ 01:01:33.870 JanieceGarcia: Bye.