Meeting Title: Central Doc Update Planning Session Date: 2025-07-09 Meeting participants: read.ai meeting notes, ShannonMartinez, Amber Lin, JanieceGarcia


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1 00:02:03.530 00:02:04.530 ShannonMartinez: Hey? Amber!

2 00:02:10.060 00:02:11.410 ShannonMartinez: Hello!

3 00:02:11.410 00:02:12.440 Amber Lin: Hi.

4 00:02:12.990 00:02:13.570 ShannonMartinez: Hey!

5 00:02:14.960 00:02:15.829 Amber Lin: How are you?

6 00:02:16.120 00:02:19.990 ShannonMartinez: Doing good. How are you? It’s storming here big time.

7 00:02:20.450 00:02:27.146 Amber Lin: No want to imagine. It’s very nice in California.

8 00:02:27.610 00:02:34.879 Amber Lin: you know. You know. What’s the craziest thing, too. Is that like, just 20 min ago. The skies were blue.

9 00:02:35.060 00:02:40.009 ShannonMartinez: Everything was bright and sunny, and then all of a sudden.

10 00:02:43.060 00:02:44.990 ShannonMartinez: it’s super cloudy.

11 00:02:45.250 00:02:50.200 Amber Lin: Oh, wow! Texas, taking a break from the rain.

12 00:02:50.200 00:02:51.140 Amber Lin: Go home.

13 00:02:51.710 00:02:54.920 ShannonMartinez: Yeah, no kidding, cause I’m not wearing the best shoes. Look at these shoes ever.

14 00:02:56.360 00:02:57.780 ShannonMartinez: Oh, no. I just dropped my phone.

15 00:03:02.570 00:03:06.320 Amber Lin: Oh, wow! Those are pretty shoes!

16 00:03:08.960 00:03:14.729 ShannonMartinez: My my slats. If I didn’t wear a high heel, it would have like been dragging on the ground.

17 00:03:18.160 00:03:21.980 ShannonMartinez: Look so it’s like.

18 00:03:22.370 00:03:28.219 Amber Lin: Oh, I see, I really like that outfit.

19 00:03:28.220 00:03:29.225 ShannonMartinez: Oh, thank you.

20 00:03:30.180 00:03:33.819 ShannonMartinez: Doing interviews. Today, I’m actually super duper behind.

21 00:03:34.231 00:03:37.489 Amber Lin: I was gonna see if I could get a pass today. But.

22 00:03:40.310 00:03:42.360 ShannonMartinez: We got Central Doc coming out.

23 00:03:43.430 00:03:46.540 ShannonMartinez: the Zip code sheet was added, I need to.

24 00:03:46.760 00:03:49.250 Amber Lin: Are we ready to add the Csrs.

25 00:03:50.560 00:03:56.310 ShannonMartinez: We got an email from Yvette to all the Csrs that we were going live with it.

26 00:03:56.700 00:03:57.470 Amber Lin: Okay.

27 00:03:59.500 00:04:00.430 ShannonMartinez: See.

28 00:04:05.690 00:04:07.540 ShannonMartinez: she sent it out yesterday.

29 00:04:08.280 00:04:13.500 ShannonMartinez: It just says we’re moving to Central Dock this week, so I don’t know that part. You’ll have to check with her on.

30 00:04:14.260 00:04:14.980 Amber Lin: Okay.

31 00:04:18.350 00:04:19.760 Amber Lin: Sounds good.

32 00:04:24.100 00:04:25.330 Amber Lin: See?

33 00:04:46.690 00:04:53.970 ShannonMartinez: It says, for this week. Well, and she sent this yesterday morning for this week you’ll still have access to the old Docs

34 00:04:54.150 00:04:57.269 ShannonMartinez: after one week the folder will be removed.

35 00:04:59.840 00:05:06.920 ShannonMartinez: Please get comfortable, using the new one by then, and then spreadsheets will stay where they are on the test. Drive no changes there. Okay.

36 00:05:18.770 00:05:20.950 ShannonMartinez: I’m so behind today.

37 00:05:21.420 00:05:23.200 JanieceGarcia: Hey, ladies? Sorry about that.

38 00:05:23.540 00:05:25.120 ShannonMartinez: Hello!

39 00:05:25.120 00:05:26.930 JanieceGarcia: I was on a couple of calls.

40 00:05:27.870 00:05:29.040 ShannonMartinez: Oh, good!

41 00:05:30.110 00:05:30.850 JanieceGarcia: Shannon.

42 00:05:32.590 00:05:38.770 JanieceGarcia: That one that Kiba sent all Tanner was doing was creating the tickets that Clint asked him.

43 00:05:39.280 00:05:39.650 ShannonMartinez: Yeah.

44 00:05:39.650 00:05:40.409 JanieceGarcia: It, to you.

45 00:05:40.710 00:05:42.999 ShannonMartinez: Yeah, yeah, yeah. I saw your chat. She’s taking care of it.

46 00:05:43.000 00:05:43.610 JanieceGarcia: Okay.

47 00:05:48.770 00:05:51.930 ShannonMartinez: We just lost Will Hartman until the end of August.

48 00:05:54.040 00:05:55.110 JanieceGarcia: Will Hartman.

49 00:05:55.110 00:05:58.130 ShannonMartinez: Oh, got hurt.

50 00:05:59.890 00:06:00.550 ShannonMartinez: Hmm!

51 00:06:00.550 00:06:02.160 ShannonMartinez: Doesn’t affect you guys. But.

52 00:06:10.480 00:06:16.010 ShannonMartinez: It’s storming here like stormy.

53 00:06:17.340 00:06:18.480 JanieceGarcia: It’s supposed to be tomorrow.

54 00:06:23.330 00:06:24.309 ShannonMartinez: And I’m sorry.

55 00:06:24.310 00:06:26.135 JanieceGarcia: I’m tired of this rain.

56 00:06:34.840 00:06:35.910 ShannonMartinez: And.

57 00:06:37.020 00:06:38.489 JanieceGarcia: Please tell me no, Shannon.

58 00:06:39.960 00:06:42.319 ShannonMartinez: It’s not going to be as bad as it is today.

59 00:06:46.840 00:06:50.280 ShannonMartinez: It’s going to go from a hundred percent transfer rain to 63.

60 00:06:57.720 00:07:01.580 JanieceGarcia: Jameson keeps singing the rain, rain, go away, song.

61 00:07:02.520 00:07:03.530 ShannonMartinez: We do?

62 00:07:08.630 00:07:30.745 Amber Lin: My screen, and then I noticed that all the Csrs has been added here. I asked. If she can create a channel with the Csr said, add me so that I can get their feedback on how things are structured and how they can be improved, because ultimately they’re the ones that’s using it.

63 00:07:31.500 00:07:33.730 ShannonMartinez: So don’t we have one already.

64 00:07:34.390 00:07:35.409 ShannonMartinez: We have.

65 00:07:36.160 00:07:36.980 JanieceGarcia: -

66 00:07:37.520 00:07:39.860 Amber Lin: I’m not in there. If there is one.

67 00:07:40.190 00:07:45.700 JanieceGarcia: Yeah, she’s not in it. And I think that was just the 1st group of Csrs that were added.

68 00:07:46.390 00:07:50.879 Amber Lin: Yeah, we can use that chat if you want to add me and add new people. I don’t know.

69 00:07:50.880 00:07:51.500 ShannonMartinez: Correct.

70 00:07:59.360 00:07:59.940 JanieceGarcia: Hey?

71 00:08:00.780 00:08:14.960 JanieceGarcia: No, never mind, I know I was shocked. I had somebody asking me today about a 1 time

72 00:08:15.460 00:08:19.690 JanieceGarcia: check cage or a 1 time set cages

73 00:08:21.050 00:08:22.900 JanieceGarcia: when the tech goes out there.

74 00:08:23.160 00:08:28.629 JanieceGarcia: what are they supposed to put the hold at? And I’m like, let’s ask Andy. So I sent it.

75 00:08:29.120 00:08:34.920 JanieceGarcia: and the text said that he was told it was $300.

76 00:08:36.340 00:08:36.970 Amber Lin: Hmm.

77 00:08:38.580 00:08:41.399 JanieceGarcia: I was like. That’s not what it says.

78 00:08:46.150 00:08:47.570 Amber Lin: For check cages.

79 00:08:52.430 00:08:54.749 JanieceGarcia: and 300 is not correct.

80 00:08:55.900 00:09:00.590 JanieceGarcia: It’s the 1 0, 5 for customers, and 1, 25 for non.

81 00:09:00.910 00:09:03.359 Amber Lin: Yeah, I remember that.

82 00:09:04.656 00:09:12.499 Amber Lin: I remember, yeah, I think it’s think it’s that’s a rodent tech.

83 00:09:12.500 00:09:13.040 JanieceGarcia: Yup!

84 00:09:14.690 00:09:18.986 Amber Lin: And I think there’s something for check

85 00:09:19.600 00:09:21.310 JanieceGarcia: Those right there. Yep.

86 00:09:22.030 00:09:23.634 Amber Lin: Yeah, I remember.

87 00:09:26.490 00:09:31.430 Amber Lin: Okay. So I mean, it’s getting better. One of the things I wanted to do

88 00:09:31.490 00:10:00.800 Amber Lin: because we got feedback from you guys last time we met. I want to create somewhere where we can see all of the questions asked. So it’s kind of like this. And I’m gonna have it categorized by sections of the Central Doc, so that we can see, okay for each section. What questions are people actually asking? And then I think something we can do together is mark an answer as trusted. So then.

89 00:10:01.440 00:10:16.019 Amber Lin: so then, in the future, when somebody asks you guys, you can say, Hey, I’ve seen this question before I’ve marked it as trusted. Don’t ask me. Go ask Andy, so that you guys can confidently say, I know this is covered like that’s something I want to do.

90 00:10:16.330 00:10:20.809 JanieceGarcia: That’s a good idea, though. Amber, that’s heck. Yeah.

91 00:10:21.400 00:10:21.990 Amber Lin: Yeah down.

92 00:10:21.990 00:10:27.189 Amber Lin: Cause right now, all we see is the questions that’s not covered. I don’t think it’s not possible

93 00:10:27.190 00:10:36.250 Amber Lin: to say what’s covered and what’s not. So, I think just making the other side of this this tracker sheet will be really helpful.

94 00:10:36.280 00:10:43.199 ShannonMartinez: I thought we had something early on from Udem that had, like a dashboard of all the questions that people were asking in a category.

95 00:10:43.200 00:10:43.640 Amber Lin: Very soon.

96 00:10:43.640 00:10:44.530 ShannonMartinez: User.

97 00:10:45.030 00:10:50.617 Amber Lin: I think we have it. But now that we’re getting more and more questions.

98 00:10:51.090 00:11:11.499 Amber Lin: I can. I can ask the team. What’s the best way we can either do in spreadsheets or do it in the in the dashboard. Whichever way works best for us. For you guys as well, we can do that. I think the original one had it by user. But there were just so many questions.

99 00:11:13.010 00:11:14.850 Amber Lin: If we look at everything.

100 00:11:14.850 00:11:15.430 JanieceGarcia: Yeah.

101 00:11:16.420 00:11:17.060 Amber Lin: Yeah.

102 00:11:18.256 00:11:22.739 Amber Lin: I think today we could.

103 00:11:23.675 00:11:33.080 Amber Lin: We can do is look at what we can, what still isn’t covered and what we can add to

104 00:11:34.960 00:11:35.350 JanieceGarcia: Central.

105 00:11:35.350 00:11:41.420 Amber Lin: Things we can update in the central doc. Yeah. So I was thinking, if we can

106 00:11:41.930 00:11:45.610 Amber Lin: look through this list, if there’s something that

107 00:11:45.860 00:11:50.470 Amber Lin: we can just quickly add and close out. That would be great.

108 00:11:51.020 00:11:51.929 JanieceGarcia: Heck? Yes. Okay.

109 00:11:51.930 00:11:52.660 Amber Lin: Okay.

110 00:11:52.860 00:11:53.320 JanieceGarcia: Let me!

111 00:11:53.320 00:11:56.950 ShannonMartinez: Well, that 1st one’s invalid, because we didn’t add the zip codes until now.

112 00:11:57.430 00:11:57.970 JanieceGarcia: Yup!

113 00:11:59.020 00:12:02.840 Amber Lin: Yeah, but it’s added. So I mean, I I can go.

114 00:12:02.840 00:12:05.439 JanieceGarcia: All those inspector questions are.

115 00:12:07.170 00:12:08.920 Amber Lin: Is that correct? Now.

116 00:12:13.600 00:12:14.849 ShannonMartinez: No, that’s not

117 00:12:16.240 00:12:23.269 ShannonMartinez: because what it’s listing is service technicians, and they’re asking for rodent inspections, which is an estimate. So that is incorrect.

118 00:12:23.270 00:12:24.740 JanieceGarcia: That’s incorrect. Yeah.

119 00:12:25.070 00:12:33.000 Amber Lin: Let me test that again, so I will trigger this. We’ll come back.

120 00:12:33.820 00:12:36.750 Amber Lin: We’ll come back and look at that.

121 00:12:43.050 00:12:49.220 Amber Lin: yeah. Did. Inspectors now needed need testing.

122 00:12:50.870 00:12:59.919 Amber Lin: Okay, we’ll see what Andy says. Let me actually just ask Andy right away

123 00:13:09.330 00:13:12.960 ShannonMartinez: I’m letting them know that it’s in there, because I think when she.

124 00:13:14.880 00:13:30.651 Amber Lin: Yeah, that was older. That was older. We I didn’t include the feedback from the past few days. We’re having some issues with our data service provider. So we’re think it should get fixed before tomorrow. Oh, there we go. That’s a lot.

125 00:13:31.724 00:13:32.270 Amber Lin: Okay.

126 00:13:32.480 00:13:35.540 Amber Lin: Okay. What was she looking for?

127 00:13:35.540 00:13:39.210 ShannonMartinez: Yes, but you can also go into velocity, and there’s a benefit guide in there.

128 00:13:42.860 00:13:45.360 JanieceGarcia: Okay, let me. Inspector.

129 00:13:45.470 00:13:46.570 ShannonMartinez: They’re in there

130 00:13:47.340 00:13:55.560 ShannonMartinez: like aep first, st like all the not like medical dental life, like the other stuff’s in there.

131 00:13:57.710 00:14:00.300 Amber Lin: Robert does this.

132 00:14:00.300 00:14:03.549 JanieceGarcia: But those are technicians. Those are not.

133 00:14:06.570 00:14:07.100 ShannonMartinez: Yes.

134 00:14:07.100 00:14:09.759 JanieceGarcia: Yeah, those are technicians. Those are not inspectors.

135 00:14:11.900 00:14:12.760 Amber Lin: Huh!

136 00:14:14.400 00:14:16.020 Amber Lin: Wait, then.

137 00:14:16.020 00:14:21.290 ShannonMartinez: Candy. Not know that in an inspection is an estimator

138 00:14:22.230 00:14:27.280 ShannonMartinez: like an estimate? Does does he not know that service

139 00:14:27.630 00:14:32.109 ShannonMartinez: in zips and inspectors and in Zips are 2 different people.

140 00:14:33.570 00:14:37.950 Amber Lin: It should know. Let me go. Check right here.

141 00:14:39.349 00:14:44.039 Amber Lin: Let’s say that was the Zip code.

142 00:14:45.120 00:14:45.910 Amber Lin: Okay.

143 00:14:47.460 00:14:49.550 Amber Lin: So that’s the Zip code.

144 00:14:50.730 00:14:53.810 Amber Lin: So let’s see what I gave.

145 00:14:59.210 00:15:00.489 JanieceGarcia: Yeah, none of those guys are on there.

146 00:15:00.490 00:15:03.400 ShannonMartinez: Those are all service people, not salespeople.

147 00:15:03.570 00:15:04.110 JanieceGarcia: Nope.

148 00:15:04.980 00:15:09.970 Amber Lin: Oh, oh, well.

149 00:15:10.690 00:15:15.929 ShannonMartinez: So why does it say initial termite inspections and maintenance? Those are.

150 00:15:15.930 00:15:18.020 JanieceGarcia: And those are 2 different things.

151 00:15:19.220 00:15:22.329 ShannonMartinez: Maintenance Service inspections as sales.

152 00:15:23.110 00:15:33.160 Amber Lin: Yeah, okay, so that needs some extra testing. So none of it. All of this are service people. Right?

153 00:15:33.160 00:15:36.190 ShannonMartinez: No, that sheet that you’re in is sales inspectors.

154 00:15:36.730 00:15:37.140 Amber Lin: Yes.

155 00:15:37.140 00:15:41.360 JanieceGarcia: What’s on? Andy is, yeah, the response is all service technicians. Yes.

156 00:15:41.360 00:15:44.750 Amber Lin: Okay, let me screenshot that

157 00:15:48.380 00:15:50.369 Amber Lin: I’m gonna send in.

158 00:15:51.290 00:15:52.589 Amber Lin: Let’s see.

159 00:15:58.980 00:16:01.049 Amber Lin: Wait. Where is that?

160 00:16:18.370 00:16:22.667 Amber Lin: So maybe don’t tell this customer.

161 00:16:24.100 00:16:31.890 Amber Lin: I was waiting to hit send instead of inspectors.

162 00:16:37.450 00:16:41.519 ShannonMartinez: I won’t be in the office tomorrow, Janice. Jacob has a urology appointment.

163 00:16:42.070 00:16:42.680 JanieceGarcia: Okay.

164 00:16:45.590 00:16:46.729 Amber Lin: Okay, so we will.

165 00:16:46.730 00:16:47.770 ShannonMartinez: And we’ll be.

166 00:16:48.980 00:16:53.219 Amber Lin: Sorry for that. Is that correct? Is that one correct.

167 00:16:56.020 00:16:56.540 ShannonMartinez: No.

168 00:17:00.020 00:17:05.139 Amber Lin: Okay, all right, that will need more work.

169 00:17:06.030 00:17:15.400 Amber Lin: Let me say this, needs

170 00:17:24.530 00:17:26.470 Amber Lin: oh, gosh! This is.

171 00:17:34.880 00:17:36.719 JanieceGarcia: Your Internet’s acting like ours.

172 00:17:37.710 00:17:43.390 Amber Lin: Yep, Rainforge, that’s not correct.

173 00:17:43.660 00:17:49.800 Amber Lin: Okay, hold for think, we added that.

174 00:18:03.300 00:18:09.020 Amber Lin: Yeah, I don’t think we clear. I don’t think we defined what hold for initial is.

175 00:18:11.470 00:18:15.540 ShannonMartinez: We have. It’s we were just talking about that in our last session.

176 00:18:15.960 00:18:21.930 Amber Lin: Yeah, I don’t think we’ve defined it in, Andy, like I understand it. I don’t think we have

177 00:18:22.040 00:18:24.370 Amber Lin: definitions for it.

178 00:18:24.870 00:18:30.590 Amber Lin: I’m just gonna quickly add one up up here.

179 00:18:41.370 00:18:45.620 Amber Lin: This means hold for initial service means.

180 00:18:47.320 00:18:52.519 JanieceGarcia: The 1st service that we are doing for the customer.

181 00:18:52.520 00:18:53.320 ShannonMartinez: On a new agreement.

182 00:18:53.320 00:18:54.490 JanieceGarcia: On a new agreement

183 00:18:58.020 00:19:02.770 JanieceGarcia: or the initial service we are doing for a new agreement.

184 00:19:02.960 00:19:08.399 JanieceGarcia: and I would put that just because it could be for a 1 time it could be for an ongoing program.

185 00:19:10.130 00:19:13.039 Amber Lin: It doesn’t have to be a new customer. So.

186 00:19:13.040 00:19:15.620 JanieceGarcia: And it doesn’t have to be a new customer. No.

187 00:19:15.930 00:19:17.240 Amber Lin: For a.

188 00:19:17.400 00:19:20.970 JanieceGarcia: Customer, or just for a new agreement.

189 00:19:26.030 00:19:27.930 Amber Lin: We should.

190 00:19:33.560 00:19:42.820 JanieceGarcia: I would put the initial service request weird completing for a new agreement.

191 00:19:53.070 00:19:58.530 Amber Lin: Hold means placing.

192 00:20:00.500 00:20:02.210 Amber Lin: What does a hold mean?

193 00:20:03.500 00:20:06.500 ShannonMartinez: Scheduling the initial service.

194 00:20:07.640 00:20:10.119 JanieceGarcia: You can put, holding the place for the

195 00:20:10.490 00:20:19.530 JanieceGarcia: holding, the place for the actual service to be converted by contract entry.

196 00:20:26.820 00:20:28.200 Amber Lin: Estimate.

197 00:20:29.150 00:20:42.939 JanieceGarcia: Because the technicians are not able to complete a hold. It’s literally holding the place for contract entry to go in there and convert it into whatever it is, whatever service the billable service, yep.

198 00:20:53.360 00:20:55.510 ShannonMartinez: Do you all mind if I cut out at 2 30.

199 00:20:57.020 00:20:57.690 JanieceGarcia: -

200 00:20:58.360 00:20:59.030 Amber Lin: Yep.

201 00:21:02.370 00:21:03.730 ShannonMartinez: Omar doesn’t know.

202 00:21:10.070 00:21:11.979 ShannonMartinez: Well, he still has to meet with Mariah.

203 00:21:12.440 00:21:14.440 ShannonMartinez: So you guys are going to do the new hire form.

204 00:21:14.860 00:21:16.979 ShannonMartinez: put all the scheduling blocks and everything on them.

205 00:21:19.310 00:21:22.949 JanieceGarcia: Yeah, but we don’t have that set for no, yeah, we do never mind.

206 00:21:25.040 00:21:25.940 ShannonMartinez: Colorization.

207 00:21:26.140 00:21:26.680 JanieceGarcia: Okay.

208 00:21:27.660 00:21:28.799 JanieceGarcia: I wasn’t thinking.

209 00:21:31.950 00:21:34.329 Amber Lin: Is that how what estimate would mean.

210 00:21:36.560 00:21:44.040 JanieceGarcia: Yep, to be sent out to price.

211 00:21:46.990 00:21:50.989 JanieceGarcia: or to be sent out to give price for a new agreement.

212 00:21:51.690 00:21:57.050 JanieceGarcia: Yup to be sent out to evaluate and give price for a new agreement. Yes, there you go.

213 00:22:01.130 00:22:08.359 Amber Lin: This. I guess we can say this must be well, we can say that later. I guess an estimate must be done before

214 00:22:08.840 00:22:10.590 Amber Lin: fold. Okay.

215 00:22:10.590 00:22:14.250 JanieceGarcia: An estimate has to be done to create a hold.

216 00:22:20.560 00:22:21.860 ShannonMartinez: Hang on one second. Guys.

217 00:22:23.620 00:22:24.260 Amber Lin: Hmm.

218 00:22:45.060 00:22:50.470 Amber Lin: Is this correct? That the following 3 are the only 3 items Csrs can schedule.

219 00:22:51.120 00:22:51.710 JanieceGarcia: Yep.

220 00:22:52.230 00:22:52.870 Amber Lin: Okay.

221 00:22:53.230 00:22:54.480 Amber Lin: Sounds good.

222 00:22:56.030 00:22:56.870 Amber Lin: No.

223 00:23:04.360 00:23:10.860 ShannonMartinez: Oh, my gosh! Earlier! Cynthia put that message about the Paylocity Journal, so I told Denise her Qa. Was going to be canceled.

224 00:23:11.500 00:23:12.430 JanieceGarcia: Oh no!

225 00:23:12.430 00:23:15.856 ShannonMartinez: And now she’s asking for Denise, and Denise is stuck on a call.

226 00:23:26.050 00:23:27.799 Amber Lin: And production orders.

227 00:23:43.110 00:23:44.759 Amber Lin: is that correct?

228 00:23:45.790 00:23:51.859 JanieceGarcia: Production orders are not, are not billable, not invoiced because they are part of warranty.

229 00:23:51.860 00:23:52.420 ShannonMartinez: Yes.

230 00:23:52.420 00:23:56.146 JanieceGarcia: For an annual program such as rodent or termite

231 00:23:58.250 00:24:06.770 JanieceGarcia: for an annual program such as general pest, control, rodent or termite. And I would remove annual.

232 00:24:06.960 00:24:12.189 JanieceGarcia: because then you’re making it seem like it’s only for rodent annual termite.

233 00:24:12.950 00:24:16.889 JanieceGarcia: and they have eom they have. It’s just ongoing.

234 00:24:18.160 00:24:25.170 ShannonMartinez: I think what she’s saying just take out the verbiage of annual, because frequency, conflicting frequencies.

235 00:24:26.850 00:24:31.279 ShannonMartinez: And then inserting with rodent and termite general pest control.

236 00:24:31.440 00:24:31.990 JanieceGarcia: Yeah.

237 00:24:36.050 00:24:38.140 Amber Lin: With not such as.

238 00:24:39.790 00:24:47.580 JanieceGarcia: Or such as yeah? No, no, no, that’s fine, such as general pest control, rodent or termite ongoing programs.

239 00:24:47.680 00:24:49.539 JanieceGarcia: Yeah, yeah, yeah, there you go?

240 00:24:50.550 00:24:54.310 JanieceGarcia: Or is it job? Completion or reservice? Yes.

241 00:24:54.310 00:24:59.319 ShannonMartinez: If you’re gonna put ongoing, then should you put active, active, ongoing.

242 00:24:59.320 00:25:01.100 JanieceGarcia: Ongoing. There you go. Yeah.

243 00:25:01.100 00:25:01.970 Amber Lin: Lovely.

244 00:25:01.970 00:25:14.150 JanieceGarcia: Because if you if you do put the word annual in there, then it’s and Andy would probably think that, too. And I know Csrs would think that that it’s only in regards to an annual frequency.

245 00:25:15.270 00:25:24.429 JanieceGarcia: because our programs yes, as they renew annually, they’re automatically renewed. So it’s just ongoing until the customer cancels.

246 00:25:29.380 00:25:30.690 Amber Lin: that’s great.

247 00:25:37.980 00:25:42.360 Amber Lin: are these production attributes, or they’re, just different services.

248 00:25:42.650 00:25:43.936 JanieceGarcia: Production attributes.

249 00:25:44.580 00:25:45.489 ShannonMartinez: No, no, no.

250 00:25:45.690 00:25:57.440 JanieceGarcia: Reservice. Yeah. Reservice job completion inside job, outside job completion. Follow up. Qc. Visit but can we put check traps and check cages on there, too?

251 00:25:57.710 00:25:59.040 ShannonMartinez: Follow up is an attribute.

252 00:25:59.770 00:26:01.140 JanieceGarcia: Follow up is an attribute.

253 00:26:01.950 00:26:02.820 Amber Lin: Oh!

254 00:26:03.790 00:26:04.870 JanieceGarcia: Absolutely.

255 00:26:05.900 00:26:08.610 Amber Lin: That’s under that’s under. Follow up. So.

256 00:26:12.490 00:26:14.040 JanieceGarcia: Oh, yeah, yeah. Okay.

257 00:26:16.850 00:26:29.020 JanieceGarcia: Because whenever you choose it, you have residential pests and the attributes for residential pests is going to be reservice job completion inside job completion outside job completion. A follow up

258 00:26:29.420 00:26:31.748 JanieceGarcia: for like 2 week follow ups one weeks.

259 00:26:32.040 00:26:32.760 ShannonMartinez: Or excuse me.

260 00:26:32.760 00:26:35.210 JanieceGarcia: Visit. But then you have

261 00:26:35.570 00:26:43.900 JanieceGarcia: for rodent and termite, which is going to be job completion, reservice or follow-ups, check traps or check cages.

262 00:26:43.900 00:26:46.569 ShannonMartinez: Yes, like for German roaches or fleas. Got it.

263 00:26:46.570 00:26:47.529 JanieceGarcia: Yeah, it. Depends.

264 00:26:47.530 00:26:49.135 ShannonMartinez: Yes, yep. Attribute.

265 00:26:49.670 00:26:50.380 Amber Lin: Oh! So!

266 00:26:50.700 00:26:51.290 ShannonMartinez: Oh!

267 00:26:51.290 00:26:54.409 Amber Lin: Here they select.

268 00:26:56.140 00:27:05.980 Amber Lin: Okay, okay? So they 1st should select what I think they should know how to do this. That’s a lot of stuff to select

269 00:27:10.260 00:27:13.349 ShannonMartinez: If it makes you feel any better. Pest is the hardest.

270 00:27:13.820 00:27:14.240 JanieceGarcia: Yeah.

271 00:27:14.240 00:27:16.590 Amber Lin: Okay, if it’s.

272 00:27:16.590 00:27:21.010 ShannonMartinez: Izzy consolation. I tell everybody, if you can make it in pass.

273 00:27:21.410 00:27:22.929 JanieceGarcia: You can make anywhere else. Yeah.

274 00:27:22.930 00:27:25.719 ShannonMartinez: Can make it anywhere we have the most.

275 00:27:25.720 00:27:26.310 ShannonMartinez: That’s correct.

276 00:27:27.230 00:27:27.830 JanieceGarcia: Yep.

277 00:27:27.830 00:27:35.646 ShannonMartinez: It literally took me like even. Still, you see, I was just like what. Wait, what? Hold on! Wait.

278 00:27:35.940 00:27:37.370 Amber Lin: Oh, dear!

279 00:27:37.820 00:27:42.220 Amber Lin: I guess 1st they select. If it’s commercial or residential.

280 00:27:42.690 00:27:43.470 ShannonMartinez: Correct.

281 00:27:45.320 00:27:50.129 Amber Lin: And then they have to select what it is under commercial, residential.

282 00:27:51.150 00:27:57.010 JanieceGarcia: So the attributes, the way that it’s laid out is here. I’ll show you.

283 00:27:57.300 00:27:58.589 JanieceGarcia: I’m going to share my screen.

284 00:27:58.590 00:28:05.259 Amber Lin: I mean, if it makes sense for the Csrs, it’s so it’s okay. What we select, what we put here.

285 00:28:07.780 00:28:08.560 JanieceGarcia: Move on.

286 00:28:10.410 00:28:11.980 JanieceGarcia: You see my evolve screen.

287 00:28:14.770 00:28:16.110 JanieceGarcia: So

288 00:28:16.380 00:28:24.939 JanieceGarcia: when you’re going in and you’re having to do depending on. So if the customer calls in and wants us to go out, it’s a reservice.

289 00:28:26.780 00:28:35.870 JanieceGarcia: because that means that they’re needing us to go out and retreat. Reservice ultimately means retreat. So we use follow up job completions.

290 00:28:36.630 00:28:41.200 JanieceGarcia: Qc. Visit and reservice.

291 00:28:42.920 00:28:45.739 JanieceGarcia: If they have rodent.

292 00:28:49.970 00:29:03.980 JanieceGarcia: the attributes for rodent is, and they could use bid overage, bid, project, check, trap, check, trap with cage, commercial job completions, Qc. Reservice residential. And that’s it.

293 00:29:05.460 00:29:19.590 Amber Lin: So they would have to select. If it’s just pests, they will look at the pest attributes. If it’s rodent, they’ll look at the rodent attributes, and if they have, if that thing has both pests and rodent, they look at both, and so like what’s needed.

294 00:29:20.190 00:29:23.009 JanieceGarcia: Well, they would schedule these separately. But yes.

295 00:29:24.690 00:29:27.019 Amber Lin: Oh, okay, okay. I see.

296 00:29:27.679 00:29:33.280 Amber Lin: Do you think it’s necessary that we include that in the Central Doc of the different attributes?

297 00:29:34.210 00:29:34.860 ShannonMartinez: Yes.

298 00:29:34.860 00:29:35.739 JanieceGarcia: Absolutely

299 00:29:37.180 00:29:38.669 ShannonMartinez: Oh, not to know.

300 00:29:38.670 00:29:41.499 ShannonMartinez: They have to know what attributes need to be selected.

301 00:29:41.710 00:29:42.390 Amber Lin: Yeah. And I

302 00:29:42.390 00:29:54.689 Amber Lin: is there is there somewhere that you have existing documentation that’s separated by, say, pests or rodent? Yeah, that’s what I have.

303 00:29:55.290 00:29:58.420 Amber Lin: Oh, I don’t have the following.

304 00:29:58.420 00:29:59.559 JanieceGarcia: You don’t have these.

305 00:30:00.764 00:30:09.650 Amber Lin: I have the top ones. I don’t think I have bottom ones. Is there something that’s separated? Say, like.

306 00:30:09.650 00:30:10.190 ShannonMartinez: Bye.

307 00:30:11.100 00:30:31.270 ShannonMartinez: This is the issue that we’ve had. And so coming. So we knew that there was a lot of training updates that we needed to do, because a lot of what we have is informational. None of it. There was a lot of it. I want to say none of it. A lot of it until recently, within the past year and a half did we start to develop those? Well

308 00:30:31.572 00:30:44.259 ShannonMartinez: the timelines a little off, 2 2 and a half years that we started to put in an sop. We started incorporating sops when we started doing our 5 year strategic plan like 2 and a half years ago. Right? So then.

309 00:30:44.360 00:31:14.130 ShannonMartinez: so the existing documentation has been in there for forever, and a lot of it has evolved. And so what was what we identified as a need of the strategic planning was to identify processes. Those processes have not been established to each of these things. Yet. So when we put everything into the Central Doc. It identifies where the step to step by step processes like the Yes. No. If this, then.

310 00:31:14.520 00:31:15.750 ShannonMartinez: is missing.

311 00:31:17.100 00:31:17.739 Amber Lin: Okay.

312 00:31:18.430 00:31:26.799 JanieceGarcia: And reservice job completions and follow ups and Qc. Visits those all equal, the same for all 3.

313 00:31:29.620 00:31:33.269 JanieceGarcia: Because mosquitoes we don’t have production for mosquito

314 00:31:36.170 00:31:41.910 JanieceGarcia: mosquito is. You are either scheduling the actual service, or you’re charging the customer again for a retreatment.

315 00:31:43.530 00:31:53.150 Amber Lin: Okay, so let let me write that down. What? Items that don’t have attributes.

316 00:31:54.000 00:31:56.799 Amber Lin: Mosquito, just mosquito.

317 00:31:57.860 00:32:05.670 Amber Lin: Not so. It’s so. The stuff that has attributes is hust termite, rodent.

318 00:32:06.000 00:32:06.550 JanieceGarcia: Correct?

319 00:32:08.930 00:32:09.790 Amber Lin: Okay.

320 00:32:15.880 00:32:19.089 JanieceGarcia: And so this second page here.

321 00:32:20.000 00:32:22.400 JanieceGarcia: Is going to be, for, like your rodent and termite.

322 00:32:29.350 00:32:37.000 Amber Lin: so the top ones so reservice until Qc. Visit applies to all.

323 00:32:37.690 00:32:38.110 JanieceGarcia: Yup!

324 00:32:38.110 00:32:39.540 Amber Lin: Attributes.

325 00:32:42.800 00:32:55.359 Amber Lin: So, and then does a resident. The residential and commercial also applies to everything right.

326 00:32:55.360 00:33:10.300 JanieceGarcia: No residential and commercial only applies to rodent and termite because residential or commercial is in the Pest control Service code. So if it’s for commercial company. It’s gonna say, commercial.

327 00:33:12.070 00:33:18.180 JanieceGarcia: the residential. You can see in here. It’s residential pest control.

328 00:33:19.120 00:33:19.960 Amber Lin: Hmm.

329 00:33:20.430 00:33:23.829 JanieceGarcia: But rodent oops. I didn’t mean to do that.

330 00:33:25.340 00:33:27.360 JanieceGarcia: Rodent doesn’t have that.

331 00:33:28.380 00:33:29.549 Amber Lin: I see. Okay.

332 00:33:39.030 00:33:45.779 Amber Lin: best termite relevant for all.

333 00:33:53.600 00:33:55.080 Amber Lin: Section

334 00:34:09.960 00:34:12.500 Amber Lin: smiling.

335 00:34:19.870 00:34:24.100 Amber Lin: Okay, so

336 00:34:27.230 00:34:28.780 Amber Lin: alright so.

337 00:34:29.980 00:34:32.060 Amber Lin: And then there’s other.

338 00:34:32.580 00:34:37.900 JanieceGarcia: Say, stuff like rodent rodent, a rodent b rodent baiting. We don’t use so.

339 00:34:37.900 00:34:40.090 Amber Lin: Understand what they are.

340 00:34:40.380 00:34:45.340 JanieceGarcia: We don’t. We don’t use them at all. Those are extra things that we have not used.

341 00:34:47.280 00:34:51.610 Amber Lin: Oh, so we don’t actually need to include that in the Central Doc.

342 00:34:51.880 00:34:52.530 JanieceGarcia: No.

343 00:34:53.719 00:35:05.649 JanieceGarcia: when we are able to use those, we will definitely add it. But as of right now there, if you were to click on one of those you would get very minimal

344 00:35:06.160 00:35:08.839 JanieceGarcia: when it comes to the technician list.

345 00:35:10.520 00:35:15.100 Amber Lin: I see. So it’s not, I mean, let me share my screen.

346 00:35:16.770 00:35:21.300 Amber Lin: So I said.

347 00:35:21.550 00:35:29.839 Amber Lin: this is what I said, so attributes definition. This is what it means, items and need to select attributes for.

348 00:35:30.950 00:35:32.299 ShannonMartinez: See, that’s not even taught.

349 00:35:32.500 00:35:34.500 ShannonMartinez: Okay, never mind.

350 00:35:35.350 00:35:40.869 Amber Lin: Is that is that true? So specific attributes. And I’m thinking about removing this.

351 00:35:42.510 00:35:44.740 JanieceGarcia: I would think you can remove that for sure. Yeah.

352 00:35:45.230 00:35:46.080 Amber Lin: Okay.

353 00:35:47.630 00:35:51.460 ShannonMartinez: Just an update. The way that the transcripts downloaded.

354 00:35:51.940 00:35:57.970 ShannonMartinez: I started to do it, and it was all embedded code. So I had to go back and do it, but I’ve been working on it, for you just wanted to let you know.

355 00:35:57.970 00:36:16.389 Amber Lin: If it’s embedded code. If you don’t, if you have to manually take the code out, just send it to me, and like I can. Just let AI do that. If there is a way you can directly download the transfer without the code that will be great. But don’t spend too much time on it. It’s okay.

356 00:36:16.710 00:36:22.019 ShannonMartinez: Okay, I will. I’ll make it a point to get it done. Today I’ve been interviewing, and I’ve had back to back

357 00:36:22.260 00:36:22.850 ShannonMartinez: meeting.

358 00:36:22.850 00:36:23.580 Amber Lin: No, it’s great!

359 00:36:23.580 00:36:24.540 ShannonMartinez: Meetings, and

360 00:36:25.120 00:36:37.199 ShannonMartinez: so our our our candidate screenings, have, like all, been like 20 to 25 min. A piece literally took me like almost 2 h to review like 6 candidates, and I talked to them.

361 00:36:37.200 00:36:38.029 Amber Lin: Wow. Okay.

362 00:36:38.480 00:36:40.129 ShannonMartinez: It’s very time consuming.

363 00:36:40.890 00:36:42.090 Amber Lin: I would imagine.

364 00:36:44.170 00:36:48.130 JanieceGarcia: Mine are about 30 min a piece I’m like, when did these get so long.

365 00:36:50.010 00:36:51.719 ShannonMartinez: Well, I mean it’s just, you know.

366 00:36:53.620 00:36:54.640 ShannonMartinez: I mean, I know I.

367 00:36:54.640 00:36:55.770 JanieceGarcia: I mean. Granted it’s good.

368 00:36:55.770 00:37:06.340 ShannonMartinez: I know it goes. It goes with the Territory right? I shouldn’t complain. It’s a good thing I’m not punching the clock. I’m on salary. But my days have been like seriously from like

369 00:37:06.620 00:37:09.669 ShannonMartinez: I get here at 8, and I’m working until 9.

370 00:37:10.060 00:37:11.540 Amber Lin: Oh, gosh.

371 00:37:12.050 00:37:28.859 Amber Lin: yeah, I remember when I had to interview for like for for a company that was working, and it was just I did not understand why it had to be individual interviews, and each individual interview would take an hour, and then the whole day was just interviews. It was horrible.

372 00:37:28.860 00:37:34.189 ShannonMartinez: Well, and then it sets you behind. I mean, on average, I process a hundred 50 to 200 emails a day.

373 00:37:34.470 00:37:36.280 Amber Lin: Yay!

374 00:37:37.040 00:37:43.510 ShannonMartinez: So, and then I’m when I’m doing something on my schedule, and it takes me away from my inbox. Then it’s always I’m always chasing my tail.

375 00:37:44.490 00:37:45.160 Amber Lin: Wow!

376 00:37:45.160 00:37:49.309 ShannonMartinez: Today is one of those days where I’m really feeling it. So I’m gonna cut out of here really soon.

377 00:37:49.310 00:37:50.879 Amber Lin: Yeah, yeah, don’t worry.

378 00:37:51.040 00:38:04.100 Amber Lin: I think today is mostly I wanted to do this one. But I realized this one will take so much time, and I know, since the Csrs are getting on this document, they just want to do what we can to clean it up.

379 00:38:04.310 00:38:05.330 JanieceGarcia: No, for sure.

380 00:38:05.480 00:38:08.190 Amber Lin: Yeah, does that think so?

381 00:38:08.190 00:38:13.590 Amber Lin: Reference sheet for service? Codes. Doing?

382 00:38:14.330 00:38:17.600 Amber Lin: Yeah, I think we can include the definitions in there.

383 00:38:21.670 00:38:24.780 Amber Lin: like, 1st pass. Where do you think

384 00:38:25.630 00:38:29.960 Amber Lin: I I was just scrolling down like? Where would we?

385 00:38:30.560 00:38:33.519 Amber Lin: Where would it cause the most problems

386 00:38:34.590 00:38:40.389 Amber Lin: like, what should we look at to improve the structure of.

387 00:38:42.788 00:38:49.269 JanieceGarcia: I don’t know. I mean, I think we’ve done a really good job of improving the structure as we go. It’s.

388 00:38:49.270 00:38:49.860 ShannonMartinez: I agree.

389 00:38:49.860 00:38:50.280 Amber Lin: And.

390 00:38:50.280 00:38:58.040 ShannonMartinez: And then what has not been at? What has what we haven’t amended in the way of processes are things that

391 00:38:59.150 00:39:06.689 ShannonMartinez: that they didn’t have to begin with. So it’s it’s not gonna interrupt workflow. Because all these all these things are are taught right. So.

392 00:39:06.690 00:39:08.241 Amber Lin: Never had it before.

393 00:39:08.630 00:39:09.800 JanieceGarcia: Right, exactly.

394 00:39:09.800 00:39:18.490 ShannonMartinez: Right. What we don’t have. We haven’t had everything that was on the drive is in the dock. That’s the most important thing. As long as it can be searched. Then

395 00:39:18.840 00:39:30.920 ShannonMartinez: on fire. Yes, nothing’s on fire, and the fact that we can incorporate screenshots in there makes it extremely helpful. So much. The only thing that I would like is like is is.

396 00:39:31.310 00:39:48.799 ShannonMartinez: are the available sops tied to the right central dot category would be the thing, because that’s the visual external. Pdf, that would be my my input, as far as a priority are the sops that are available

397 00:39:49.370 00:39:53.809 ShannonMartinez: in the right spot in the Central Duck, according to the subject title.

398 00:39:53.970 00:39:55.689 JanieceGarcia: From what I’ve seen that they are.

399 00:39:56.990 00:39:57.550 ShannonMartinez: Okay.

400 00:39:58.560 00:40:00.099 JanieceGarcia: From what I’ve gone through, and I’ve.

401 00:40:00.100 00:40:00.540 Amber Lin: Check.

402 00:40:00.540 00:40:05.079 JanieceGarcia: I’ve checked. Yeah, because you can click on one of those and see the actual.

403 00:40:05.330 00:40:20.470 Amber Lin: I think the main part would be in service scheduling because anything in billing is still getting worked on anything. Here. We just worked on cancellations. And then we looked at escalations together and also call list. So I think these are

404 00:40:20.700 00:40:28.460 Amber Lin: like, section 2 is fine. Section 5, 5, we’re waiting on stuff so we can’t do anything.

405 00:40:28.460 00:40:29.113 ShannonMartinez: 3, d,

406 00:40:29.941 00:40:33.950 Amber Lin: So this is just where where I put

407 00:40:34.540 00:40:49.419 Amber Lin: like, where I would like to put people like the any offers, not procedures to deal with offers, but any, say the employee, I forgot to add the employee one. So any employee offers any current offerings, just so that.

408 00:40:49.420 00:40:51.260 JanieceGarcia: Oh, by the way, that we already have.

409 00:40:51.260 00:40:55.180 Amber Lin: Yeah, kind of yeah, just so that they have a place to look at them.

410 00:40:57.150 00:40:59.879 Amber Lin: I forgot where I put them.

411 00:41:00.540 00:41:07.719 JanieceGarcia: The only thing I worry about, I mean, of course they’re in there, and we have them active and hot for whatever it is on the sheet.

412 00:41:09.200 00:41:10.370 JanieceGarcia: But but

413 00:41:10.680 00:41:23.919 JanieceGarcia: and they get they actually get an Lms sent to them for the oh, by the ways. So they have a hard copy of that but I can make sure that you’re started adding, in that, too.

414 00:41:24.180 00:41:27.089 Amber Lin: Yeah, I think it could just be helpful.

415 00:41:27.090 00:41:27.410 JanieceGarcia: Yeah.

416 00:41:27.410 00:41:30.229 Amber Lin: If if everything is in one place.

417 00:41:31.360 00:41:38.920 Amber Lin: yeah, I’ll just. I just added that in there for employee discounts.

418 00:41:40.807 00:41:50.470 Amber Lin: You can add, and and oh, by the ways updated.

419 00:41:51.850 00:41:54.410 Amber Lin: July August.

420 00:41:55.590 00:42:04.719 Amber Lin: Yeah, if you have anything, feel free to add it in there, just copy and paste it.

421 00:42:04.960 00:42:08.410 ShannonMartinez: You just put the power offers out right.

422 00:42:08.600 00:42:09.330 JanieceGarcia: Yeah.

423 00:42:10.590 00:42:16.530 Amber Lin: Yeah, if you guys can, probably you don’t have to share with me. You can just copy and paste it in there.

424 00:42:16.530 00:42:17.159 JanieceGarcia: And paste it in there.

425 00:42:17.160 00:42:24.369 Amber Lin: Every time we update it we’ll just update the date that it’s been updated by. So we know if it’s outdated or not.

426 00:42:24.999 00:42:27.780 Amber Lin: Shana. I know you have to hop, I think

427 00:42:27.990 00:42:33.470 Amber Lin: what we’ll do for the remaining session. Well, I’ll just check if all the

428 00:42:33.760 00:42:37.540 Amber Lin: if all the references are with the right sops

429 00:42:37.750 00:42:42.839 Amber Lin: this one how to do? 3, 60. We did that. This is how to do an estimate.

430 00:42:45.250 00:42:48.250 Amber Lin: Probably that needs a little bit of cleanup.

431 00:42:48.590 00:42:51.160 ShannonMartinez: Think estimate is still a bit.

432 00:42:52.450 00:42:55.759 JanieceGarcia: I’m gonna add, the power more offers. No.

433 00:42:55.760 00:42:56.760 Amber Lin: Okay, thank you.

434 00:42:57.687 00:43:07.139 Amber Lin: I will. I will try to clean the estimates up. That’s how to do a hold for initial.

435 00:43:10.304 00:43:16.370 Amber Lin: I’ll try to add the stuff for the notes, format, and templates down there

436 00:43:16.690 00:43:20.340 Amber Lin: and creating a service order.

437 00:43:21.980 00:43:24.800 Amber Lin: I was wondering so a service

438 00:43:25.450 00:43:36.020 Amber Lin: a service order as we talked about earlier. That involves hold for initial that involves production orders. Shouldn’t it have its specific? How to’s.

439 00:43:39.150 00:43:41.690 JanieceGarcia: And that’s what that is. Right there.

440 00:43:41.690 00:43:42.240 ShannonMartinez: Yeah.

441 00:43:43.590 00:43:45.860 JanieceGarcia: That’s what the the how to is.

442 00:43:46.000 00:43:53.569 JanieceGarcia: Click. The plus service program fill in the service order stating with the Correct service code entered.

443 00:43:54.060 00:43:57.320 Amber Lin: So this is like a general how to and depend.

444 00:43:57.320 00:43:58.029 JanieceGarcia: That is a home.

445 00:43:58.030 00:44:05.850 Amber Lin: Initial and depending on. If it’s like a production order, that’s how we how we do it. I was wondering.

446 00:44:05.850 00:44:06.610 JanieceGarcia: Correct. Yes.

447 00:44:06.940 00:44:07.545 Amber Lin: Okay.

448 00:44:08.150 00:44:08.740 JanieceGarcia: Yep.

449 00:44:08.890 00:44:16.190 Amber Lin: Yeah, is there a place where we tell them here? Now, at this point you need to go look at the hold for initial.

450 00:44:16.190 00:44:20.220 ShannonMartinez: Whether it’s a hold or whether it’s a this or whether it’s a that. Yes.

451 00:44:20.220 00:44:24.809 Amber Lin: Yeah, where in this place do we start looking at that.

452 00:44:24.810 00:44:26.520 JanieceGarcia: Fill in the service. Order.

453 00:44:26.520 00:44:28.220 ShannonMartinez: 4, between 3 and.

454 00:44:28.220 00:44:31.929 JanieceGarcia: Between 4 between 4 and 5. No.

455 00:44:31.930 00:44:41.320 ShannonMartinez: Between 4 and 5. You’re right. Yeah. Well, it says, fill in the service order. So then then it would drop down, and then it would say, is this production is this whole.

456 00:44:41.320 00:44:42.070 JanieceGarcia: For initial.

457 00:44:42.070 00:44:43.559 ShannonMartinez: So is this a, yeah.

458 00:44:49.090 00:44:51.540 Amber Lin: We haven’t just add that order how to.

459 00:44:52.930 00:44:55.330 JanieceGarcia: No, it’s this, it’s all the same.

460 00:44:56.030 00:45:00.439 ShannonMartinez: It’s all the same, but it doesn’t tell you how to identify what it is.

461 00:45:01.030 00:45:19.819 ShannonMartinez: It just says 360 like, Do a 360. See if the customers on schedule go to the documents, tab, check the agreements, check the existing summary tab. That’s the process part that’s missing again, not a make or break, because we haven’t had that before, either. We just teach our people how to do it.

462 00:45:20.070 00:45:30.529 Amber Lin: I see. So this is like us. This is, oh, gosh! This is wait initial one time. So cut this this workflow

463 00:45:30.830 00:45:36.279 Amber Lin: and this workflow overlaps for somewhat.

464 00:45:36.280 00:45:46.009 ShannonMartinez: With the exception of that 4 through 5 step in identifying which service code to use. And then, once you’ve established the service code, then it has all of the associated

465 00:45:46.280 00:45:47.370 ShannonMartinez: attributes.

466 00:45:48.410 00:45:53.219 Amber Lin: Could I? Perhaps because I think down here they’re very similar.

467 00:45:53.220 00:45:54.707 JanieceGarcia: They are very similar,

468 00:45:55.080 00:46:03.830 Amber Lin: Maybe we can combine them and just add an extra step on how to identify if it’s a whole, because we can ask them to go back decision tree

469 00:46:04.000 00:46:05.949 Amber Lin: to decide what it is.

470 00:46:06.620 00:46:16.309 ShannonMartinez: If you, if you combine them, and then you add the decision tree, and then it finishes with the the last step, 6 through 7. Then I yes, I think that will work.

471 00:46:17.510 00:46:19.940 Amber Lin: Yeah, are these.

472 00:46:20.920 00:46:21.880 JanieceGarcia: Well, because.

473 00:46:21.880 00:46:22.510 Amber Lin: That’s cool.

474 00:46:22.510 00:46:35.890 JanieceGarcia: Because the whole, I mean, I guess that is creating a service order is more towards the actual production ticket, because if it is a hold they do have to look at.

475 00:46:36.160 00:46:39.109 JanieceGarcia: Their notes are gonna be different. They’re they have to make.

476 00:46:39.110 00:46:39.660 Amber Lin: Sure that they’re.

477 00:46:39.660 00:46:44.616 JanieceGarcia: Doing the sold by there, you know there’s a are they collecting?

478 00:46:45.030 00:46:47.249 ShannonMartinez: Difference between having an existing program.

479 00:46:47.250 00:46:48.130 Amber Lin: Yeah, yeah.

480 00:46:48.130 00:46:50.809 ShannonMartinez: And you have one Creator aided in holding the spot for it.

481 00:46:51.380 00:47:11.409 Amber Lin: I think what we can do is we can combine into the 3 60 of like the 1st steps, one to 3, and then there, we can add a decision tree of okay, let’s decide if it’s estimate initial service hold for initial service or production order. And for each of those we should have like a like a how to

482 00:47:11.410 00:47:14.710 Amber Lin: fact specific to that, and the template following that.

483 00:47:14.840 00:47:18.570 ShannonMartinez: Yes, I like that. Okay, guys, I’m gonna run. I will see you later.

484 00:47:18.860 00:47:19.330 Amber Lin: Okay.

485 00:47:19.330 00:47:19.670 JanieceGarcia: Because

486 00:47:20.770 00:47:29.450 JanieceGarcia: and truthfully, if you look at it, you know the creating a service order. It is more geared towards the production tickets, because.

487 00:47:29.450 00:47:29.779 Amber Lin: You do.

488 00:47:29.780 00:47:33.719 JanieceGarcia: You have creating a hold, and then you also have creating an estimate.

489 00:47:35.162 00:47:40.479 Amber Lin: Yeah, yeah, I agree. So I actually, why don’t we say, this is like creating it.

490 00:47:40.980 00:47:41.450 JanieceGarcia: I’m sorry.

491 00:47:41.450 00:47:42.910 JanieceGarcia: Production. Yeah.

492 00:47:43.880 00:47:52.189 Amber Lin: Yeah, that will make it a lot cleaner. Because people know. Okay, estimate hold for initial production order. That’s the only 3 things they need to know.

493 00:47:52.420 00:47:53.660 JanieceGarcia: Exactly. Yeah.

494 00:47:53.660 00:47:56.950 Amber Lin: These are things that they will use to change.

495 00:47:57.499 00:48:17.419 Amber Lin: We don’t have workflows for that. I’ll leave it blank if you guys ever have anything, please, just feel free to add it there. I moved the reservice one from Broden to here. I think it does apply to everything. If they need a reservice, it’s just a general process. They can follow.

496 00:48:17.420 00:48:17.860 JanieceGarcia: Right.

497 00:48:18.160 00:48:25.519 Amber Lin: All right time slots, and then I’ll put all the communication templates.

498 00:48:25.910 00:48:30.720 Amber Lin: They’re that’s and then that’s for on demand

499 00:48:31.364 00:48:37.179 Amber Lin: we don’t yet have. When a click to buy customer calls back.

500 00:48:37.380 00:48:41.929 Amber Lin: and then we have for animal barger accounts, which is also just for pest.

501 00:48:42.841 00:48:45.900 JanieceGarcia: Here are some conference rooms.

502 00:48:46.620 00:48:47.360 Amber Lin: Hmm.

503 00:48:47.730 00:48:49.420 JanieceGarcia: San Antonio, only 2.

504 00:48:57.750 00:49:01.170 Amber Lin: yeah, and then this is for

505 00:49:02.520 00:49:05.520 Amber Lin: this is for rodent and wildlife.

506 00:49:06.370 00:49:12.029 Amber Lin: And smoke test is for rodent right?

507 00:49:12.300 00:49:33.419 JanieceGarcia: It is for rodents. So what a smoke test is! Amber is if a customer is having major rat activity, and we’ve been out there, say 3, 4, 5 times, and we’re still seeing the activity. Then, at that point, you know, and they’re still catching things regularly. Then at that point they’re gonna ask

508 00:49:33.840 00:49:38.210 JanieceGarcia: for a smoke test, because what we’re doing is we’re testing their plumbing.

509 00:49:39.550 00:49:41.830 JanieceGarcia: Because there’s got to be a break in plumbing somewhere.

510 00:49:52.420 00:49:54.460 JanieceGarcia: Why is this tech calling me.

511 00:50:07.040 00:50:11.550 Amber Lin: Is there a method to?

512 00:50:14.070 00:50:20.130 Amber Lin: So I think the only instruction for Csrs here is to ask you, get your service manager.

513 00:50:20.300 00:50:26.029 JanieceGarcia: That’s correct. Yes, because the service manager is the one that has to send. Submit for that smoke test.

514 00:50:29.150 00:50:31.889 Amber Lin: If this is the case.

515 00:50:32.800 00:50:40.370 Amber Lin: escalate to. Is there any notes to you need to include for the service manager.

516 00:50:40.370 00:50:51.059 JanieceGarcia: No, and what we mean by that escalate to a service manager because the technician is calling in asking for a smoke test. And that’s not the protocol. They need to follow their protocol

517 00:50:51.720 00:51:01.010 JanieceGarcia: because any Csr is not going to actually schedule the smoke test. It’s gonna be leveled up. Csrs.

518 00:51:09.150 00:51:13.810 Amber Lin: So we would tell the technician to escalate to their service manager.

519 00:51:13.810 00:51:14.435 JanieceGarcia: Correct?

520 00:51:15.530 00:51:17.888 Amber Lin: Oh, not the Csr’s directly

521 00:51:18.360 00:51:19.070 JanieceGarcia: Correct.

522 00:51:19.070 00:51:28.720 Amber Lin: Well, the technician calling in to escalate to to a service manager.

523 00:51:28.910 00:51:29.650 JanieceGarcia: Correct.

524 00:51:30.350 00:51:30.990 Amber Lin: Okay.

525 00:51:44.710 00:51:51.650 Amber Lin: this is out of scope or Csrs, okay.

526 00:52:02.480 00:52:05.549 Amber Lin: I guess what to do. If a tech

527 00:52:05.710 00:52:16.550 Amber Lin: calls in for a smoke test, I will move that.

528 00:52:18.083 00:52:28.780 Amber Lin: I don’t think we have special workflows. Does this still follow the either hold or

529 00:52:29.030 00:52:35.339 Amber Lin: hold estimate or production order? Or is this just a production order.

530 00:52:37.100 00:52:39.300 JanieceGarcia: It’s a production order.

531 00:52:42.270 00:52:48.320 JanieceGarcia: Well, it is a production order, but it’s worded different.

532 00:52:49.960 00:52:54.929 JanieceGarcia: So, but they will still follow the steps under workflow.

533 00:52:56.440 00:52:57.050 JanieceGarcia: Yep.

534 00:53:00.900 00:53:13.749 Amber Lin: I see is there special steps they need when they’re dealing with warranty, or there’s special things like when people ask, what’s covered like? Is there special instructions we need to give them.

535 00:53:14.480 00:53:28.600 JanieceGarcia: No, not for those except the rodent annual inspections, because what’s come up is they’ve been scheduling these, but only for outside, and that’s not what it is. We need to get inside as well.

536 00:53:29.370 00:53:33.969 JanieceGarcia: That’s the biggest thing. That’s why we came up with just this little

537 00:53:34.840 00:53:39.390 JanieceGarcia: make sure that they are scheduling for inside and outside.

538 00:53:39.390 00:53:39.820 Amber Lin: And the question.

539 00:53:39.820 00:53:41.209 JanieceGarcia: Where it has to be home.

540 00:53:42.080 00:53:42.960 Amber Lin: I see.

541 00:53:43.350 00:53:44.430 Amber Lin: Oh.

542 00:53:48.870 00:53:53.300 Amber Lin: do! Is there ever a initial for these.

543 00:53:53.790 00:53:54.536 JanieceGarcia: There is.

544 00:53:55.520 00:53:57.440 JanieceGarcia: So the initial will be scheduled.

545 00:53:58.350 00:54:03.099 Amber Lin: So if it’s not an initial, if it’s initial, we follow the hold for initial.

546 00:54:03.710 00:54:13.350 Amber Lin: I guess we always run for if it’s a if we need to estimate, do estimate, if we need initial to initial, and then if it’s production, then we do production.

547 00:54:13.670 00:54:14.230 JanieceGarcia: Yep.

548 00:54:14.810 00:54:16.270 Amber Lin: Okay, okay, so.

549 00:54:16.270 00:54:23.859 JanieceGarcia: Annual and the termite annual inspections. They’re just worded different. It’s called the Rodent Slash Wildlife Annual.

550 00:54:24.090 00:54:26.970 Amber Lin: Pr. Which stands for production.

551 00:54:31.600 00:54:37.050 JanieceGarcia: So like, and the maintenance those 3 things I would definitely.

552 00:54:37.750 00:54:41.080 JanieceGarcia: I think you could take out, because well.

553 00:54:41.680 00:54:47.020 JanieceGarcia: you can still leave them in there. So that way they they know they still have to follow the same process.

554 00:54:48.820 00:54:50.579 JanieceGarcia: It’s just one of our programs.

555 00:54:51.160 00:54:53.460 Amber Lin: Okay, I think we have.

556 00:54:55.780 00:55:00.455 Amber Lin: I think we have down their definitions of what these are.

557 00:55:02.490 00:55:06.789 Amber Lin: I think we don’t need a special step. We’ll just

558 00:55:06.980 00:55:09.810 Amber Lin: specify it when we’re talking about

559 00:55:10.341 00:55:17.380 Amber Lin: because it’s not like a click to buy, it’s it’s still something that they should follow the general.

560 00:55:18.197 00:55:20.290 Amber Lin: Those general workflows.

561 00:55:20.710 00:55:21.150 JanieceGarcia: Right.

562 00:55:21.150 00:55:34.899 Amber Lin: So if we need anything, we’ll just specify it here. So because the less documentation the less likely that they will get used. Yeah. So I’m gonna move this. I believe this is already

563 00:55:36.450 00:55:40.153 Amber Lin: covered down.

564 00:55:42.420 00:56:11.339 JanieceGarcia: We just had. We had to make it. We had to separate it because the agents were coming back and and scheduling production orders, for, like a baiting customer and baiting customers don’t get reservices. They don’t have follow ups. They don’t have job completions, because all we’re doing is we set bait boxes on the outside of their home, and there’s nothing that we can do. Like everything that’s on the exterior. It’s their natural habitat, whether it’s wildlife, or it’s

565 00:56:11.910 00:56:13.330 JanieceGarcia: test, you know.

566 00:56:15.090 00:56:20.250 JanieceGarcia: We’re at that point invading their their home. We just don’t want them invading ours.

567 00:56:21.100 00:56:28.979 Amber Lin: I see. So for special. So we’re for rodent baiting. It’s only a 1 time.

568 00:56:29.580 00:56:36.289 JanieceGarcia: It’s not a 1 time we have ongoing services, but we’re not going to send a technician out on a warranty call.

569 00:56:37.420 00:56:42.580 JanieceGarcia: So right there. How it says baiting customers do not have follow ups and production orders.

570 00:56:42.900 00:56:45.970 JanieceGarcia: That’s because there’s no warranty, for in between.

571 00:56:46.120 00:56:48.679 JanieceGarcia: we’re just going out whenever we’re scheduled.

572 00:56:51.910 00:56:54.939 JanieceGarcia: will not send text on. Worn out on warranty. Yeah.

573 00:57:04.630 00:57:05.630 Amber Lin: okay.

574 00:57:13.040 00:57:15.160 JanieceGarcia: I would take that off.

575 00:57:15.950 00:57:20.400 Amber Lin: Yeah, customer understands like, do we need to

576 00:57:21.270 00:57:27.649 Amber Lin: include this as the instructions the other should tell the customers about like, is that necessary.

577 00:57:27.650 00:57:36.179 JanieceGarcia: Understands that this is an ongoing exterior, only baiting program that will help control. But most likely I would leave that for sure.

578 00:57:36.872 00:57:40.459 JanieceGarcia: And then the qualification. Take that off.

579 00:57:41.490 00:57:42.650 JanieceGarcia: The 1st point.

580 00:57:47.250 00:57:48.419 Amber Lin: That one too.

581 00:57:51.290 00:57:53.479 JanieceGarcia: Yeah, cause. That’s what all of that is

582 00:57:55.970 00:58:01.340 JanieceGarcia: the inside of the home, is not included that’s correct it’s just exterior

583 00:58:13.920 00:58:14.840 JanieceGarcia: perfect.

584 00:58:26.710 00:58:31.290 Amber Lin: Is there anything similar for the annual ones that we need to?

585 00:58:31.880 00:58:32.890 Amber Lin: Oh.

586 00:58:33.180 00:58:38.009 JanieceGarcia: Annual is treated just as a regular rodent. Any other rodent.

587 00:58:38.880 00:58:43.240 Amber Lin: Okay.

588 00:58:47.640 00:59:05.380 Amber Lin: one time, trapping, yeah, there’s some stuff about scheduling here, would okay, okay, if it’s schedule

589 00:59:28.720 00:59:38.259 Amber Lin: so so what is this schedule cage follow ups back to back and schedule trap follow ups with 2.

590 00:59:38.260 00:59:39.020 JanieceGarcia: 3 days.

591 00:59:39.270 00:59:40.250 JanieceGarcia: It depends.

592 00:59:40.250 00:59:42.290 Amber Lin: Need more than one follow up.

593 00:59:42.612 00:59:43.900 JanieceGarcia: There is always 2.

594 00:59:46.850 00:59:52.790 Amber Lin: B, 2 follow-up services schedule

595 00:59:59.170 01:00:05.820 Amber Lin: must schedule after initial service.

596 01:00:21.310 01:00:25.680 Amber Lin: It’s check check cages.

597 01:00:28.880 01:00:35.999 Amber Lin: To check traps with 2 to 3 days in between.

598 01:00:37.060 01:00:41.960 Amber Lin: Okay.

599 01:00:47.320 01:00:49.319 Amber Lin: one time service.

600 01:00:50.610 01:00:52.050 Amber Lin: Okay?

601 01:00:54.220 01:01:01.219 Amber Lin: So I guess similar. If no warranty is provided like there will, there will be no production, order.

602 01:01:01.790 01:01:02.400 JanieceGarcia: Correct.

603 01:01:03.040 01:01:07.560 Amber Lin: There will be. Is there also an estimate, and hold.

604 01:01:09.875 01:01:19.560 JanieceGarcia: Yes, it’s the same thing. It’s sold, it’s sold. Decontaminations are usually sold with roding customers.

605 01:01:19.720 01:01:20.530 Amber Lin: Hmm.

606 01:01:26.610 01:01:28.490 JanieceGarcia: It’s like a 1 time clean.

607 01:01:32.990 01:01:35.540 JanieceGarcia: And amber. I do have a 1 on one that I have to get into.

608 01:01:35.540 01:01:37.899 Amber Lin: Yeah, go ahead. I just wanted to.

609 01:01:37.900 01:01:40.009 Amber Lin: Okay, no, you’re good. Well, let me.

610 01:01:40.010 01:01:41.200 Amber Lin: Didn’t prove it.

611 01:01:41.410 01:01:43.389 JanieceGarcia: Let me know if you have any other questions.

612 01:01:43.660 01:01:46.250 JanieceGarcia: I’ll be free after this. Okay, alright, bye.

613 01:01:46.250 01:01:47.659 Amber Lin: Thank you. Bye.

614 01:01:47.660 01:01:48.220 JanieceGarcia: Bye.