Meeting Title: Inspector Sheet Update Sync Date: 2025-07-14 Meeting participants: read.ai meeting notes, JanieceGarcia, Amber Lin, ShannonMartinez


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1 00:02:02.780 00:02:03.850 JanieceGarcia: Hi amber.

2 00:02:03.850 00:02:05.170 Amber Lin: Hi.

3 00:02:05.390 00:02:06.090 JanieceGarcia: How are you?

4 00:02:06.930 00:02:11.210 Amber Lin: Tired. I just ate lunch. I’m in a massive food coma.

5 00:02:11.600 00:02:14.520 JanieceGarcia: I did, too. I feel you.

6 00:02:17.270 00:02:20.270 Amber Lin: Oh, are you working in a different office today.

7 00:02:20.630 00:02:22.799 JanieceGarcia: I’m in our new building.

8 00:02:23.050 00:02:24.480 Amber Lin: Wow!

9 00:02:24.880 00:02:26.480 Amber Lin: Yes, nice.

10 00:02:27.360 00:02:30.409 JanieceGarcia: So excited. I’m so excited.

11 00:02:30.700 00:02:35.839 JanieceGarcia: I’m training with our new receptionist that just started today. So.

12 00:02:36.190 00:02:37.290 Amber Lin: Oh, cool.

13 00:02:37.420 00:02:41.260 Amber Lin: So excited is Shannon gonna join? Us today?

14 00:02:42.460 00:02:43.290 Amber Lin: Okay.

15 00:02:43.990 00:02:50.589 JanieceGarcia: No idea but I do so. We had an update with an inspector.

16 00:02:50.880 00:02:51.640 Amber Lin: Yes.

17 00:02:51.640 00:03:01.850 JanieceGarcia: So I want to see I updated our normal sheet. But I know that we were wanting to go ahead and go through and see how we can update.

18 00:03:01.850 00:03:12.079 Amber Lin: Yeah, totally. That is actually a awesome exercise that we can do together. So can you send? Did you send me the update.

19 00:03:12.580 00:03:15.560 JanieceGarcia: I did not. Let me find the email. Hold on.

20 00:03:33.360 00:03:35.059 JanieceGarcia: Okay. I just sent it to you.

21 00:03:35.060 00:03:38.170 Amber Lin: Hmm, awesome

22 00:03:51.093 00:03:55.100 Amber Lin: sent it. Oh, the email. Okay, let me go check my emails.

23 00:03:55.340 00:03:56.509 JanieceGarcia: I sent the email.

24 00:03:58.770 00:04:00.480 Amber Lin: So

25 00:04:07.660 00:04:12.289 Amber Lin: so sorry I’m I’m trying to read the email. So.

26 00:04:12.290 00:04:12.800 JanieceGarcia: What we’re doing.

27 00:04:12.800 00:04:15.750 Amber Lin: Is just adding, Scott, Buntings.

28 00:04:15.750 00:04:20.970 JanieceGarcia: Yes, we’re just adding Scott Bunting to the Bell County. Area.

29 00:04:21.550 00:04:22.620 Amber Lin: We’re bedbugs.

30 00:04:23.870 00:04:25.919 JanieceGarcia: For all of it.

31 00:04:26.603 00:04:27.970 Amber Lin: Okay, so.

32 00:04:27.970 00:04:30.379 JanieceGarcia: Matthew’s backup for residential.

33 00:04:31.580 00:04:34.150 Amber Lin: Right now he’s backup. Sorry I didn’t catch that.

34 00:04:34.150 00:04:37.639 JanieceGarcia: Yes, he’s mike Matthews backup for residential.

35 00:04:37.640 00:04:41.949 Amber Lin: Oh, but right now he can carry carry it out on his own.

36 00:04:42.230 00:04:42.900 JanieceGarcia: Right.

37 00:04:42.900 00:04:50.099 Amber Lin: I see. So I’m gonna copy that Hi Shannon copy that it’s for Bell County right.

38 00:04:51.770 00:04:53.810 Amber Lin: Pick bell, county.

39 00:04:56.880 00:04:58.870 JanieceGarcia: So see how it says Stephen Gray.

40 00:05:00.310 00:05:05.010 JanieceGarcia: We need to change Stephen Gray to Scott Bunting.

41 00:05:08.430 00:05:13.069 Amber Lin: Okay, so let me just make a copy

42 00:05:17.190 00:05:18.580 Amber Lin: and.

43 00:05:18.810 00:05:19.449 ShannonMartinez: What are we doing?

44 00:05:20.290 00:05:22.190 Amber Lin: We’re updating the inspector sheet.

45 00:05:23.370 00:05:24.140 Amber Lin: Yeah.

46 00:05:25.140 00:05:32.429 Amber Lin: So so it’s gonna be Mike Matthews and Scott Buntings.

47 00:05:32.430 00:05:36.149 JanieceGarcia: Yes, exactly the way it says. But instead of Stephen Gray

48 00:05:36.700 00:05:39.380 JanieceGarcia: or Steve Gray, we need to put Scott Bunting’s name.

49 00:05:40.043 00:05:41.370 Amber Lin: I see.

50 00:05:48.230 00:05:52.550 Amber Lin: Oh, copy paste!

51 00:05:56.600 00:06:03.150 Amber Lin: So that will be so.

52 00:06:06.440 00:06:10.750 Amber Lin: and that’s same for mosquito and for bed. Bug.

53 00:06:11.110 00:06:12.380 JanieceGarcia: Yep, any of it.

54 00:06:12.380 00:06:15.949 Amber Lin: So all of these are Bell County. I’m just gonna

55 00:06:16.060 00:06:21.189 Amber Lin: take this and fill all of these columns with his name.

56 00:06:22.251 00:06:25.860 Amber Lin: So all of these are updated for Scott Bunting.

57 00:06:26.040 00:06:29.709 Amber Lin: and then for bed bug, can he treat bedbugs.

58 00:06:30.436 00:06:36.319 JanieceGarcia: Well, that I’m not sure of this right now is just regular pest control, for residential

59 00:06:38.980 00:06:41.829 JanieceGarcia: does not have the bedbug estimate attribute.

60 00:06:42.420 00:06:43.010 Amber Lin: Yeah.

61 00:06:43.562 00:06:45.220 JanieceGarcia: Let’s see. But.

62 00:06:45.220 00:06:47.689 Amber Lin: But did your best say anything about it?

63 00:06:47.690 00:06:48.930 JanieceGarcia: No, not yet.

64 00:06:48.930 00:06:59.889 Amber Lin: Okay, let me update this for resident mosquitoes as well. Right.

65 00:07:00.450 00:07:01.010 JanieceGarcia: Correct?

66 00:07:01.010 00:07:05.599 Amber Lin: Is it the same as commercial pest remains at Steven? Steve Gray.

67 00:07:06.300 00:07:10.219 JanieceGarcia: No, it’s all gonna be Mike Matthews and Scott Bunting.

68 00:07:10.645 00:07:20.629 Amber Lin: Okay. So I’m just gonna update that commercial mosquitoes as well. Right?

69 00:07:21.180 00:07:22.700 JanieceGarcia: All of it. Yeah.

70 00:07:22.980 00:07:27.619 Amber Lin: So I’m gonna just update all 4.

71 00:07:29.315 00:07:34.600 Amber Lin: Okay, seems like for one of these, we don’t

72 00:07:35.430 00:07:38.430 Amber Lin: treat it. That’s what. At least, that’s what

73 00:07:38.650 00:07:41.669 Amber Lin: we didn’t have our initial results back then.

74 00:07:44.930 00:07:46.149 JanieceGarcia: What zip code is that.

75 00:07:46.993 00:07:51.720 Amber Lin: It is 76, 5, 6, 4.

76 00:07:54.370 00:07:55.120 JanieceGarcia: Hmm.

77 00:08:05.450 00:08:07.250 JanieceGarcia: 7, 6, 5, 6, 4.

78 00:08:10.500 00:08:12.189 JanieceGarcia: Can we check one more time?

79 00:08:15.480 00:08:17.329 JanieceGarcia: Because that I show is for San Marcus

80 00:08:23.690 00:08:25.570 JanieceGarcia: 7, 6, 5, 6.

81 00:08:25.570 00:08:26.780 Amber Lin: Commercial.

82 00:08:33.070 00:08:33.659 JanieceGarcia: Oh.

83 00:08:41.299 00:08:43.220 JanieceGarcia: Nope, I do not show it on here.

84 00:08:45.880 00:08:52.552 Amber Lin: Yeah, no, I think that’s why what’s uncovered. So this is good. It means that if it didn’t show here, then it wouldn’t show

85 00:08:52.960 00:08:55.330 Amber Lin: so awesome.

86 00:08:55.760 00:08:57.999 Amber Lin: Yeah. So I’m just gonna

87 00:08:58.870 00:09:10.219 Amber Lin: so that would just be how we update it. I will. I think I will ask the team if they if they can separate the sheet out into a different one.

88 00:09:10.909 00:09:15.450 Amber Lin: So that you guys can access it, and the Csrs can access it.

89 00:09:15.950 00:09:17.979 Amber Lin: But that would be.

90 00:09:19.160 00:09:28.549 Amber Lin: You don’t have to make a copy or anything, and then that would just be how it is you just filter for whatever branch it is. Change their name

91 00:09:28.910 00:09:32.290 Amber Lin: and then just fill it in for

92 00:09:32.720 00:09:35.119 Amber Lin: all of these. So you can drag this

93 00:09:35.350 00:09:38.540 Amber Lin: and fill it in. Or, yeah, so.

94 00:09:38.540 00:09:39.660 JanieceGarcia: Okay. Yeah. Okay.

95 00:09:39.660 00:09:41.350 Amber Lin: Yes, that’s updated.

96 00:09:42.382 00:09:44.700 Amber Lin: Let me say.

97 00:10:02.660 00:10:05.100 JanieceGarcia: Residential for residential.

98 00:10:11.700 00:10:12.480 Amber Lin: okay.

99 00:10:18.306 00:10:19.480 Amber Lin: Yay, look.

100 00:10:20.300 00:10:23.760 JanieceGarcia: Backup for residential pest control. Scott Bunting. Good job. Yes.

101 00:10:23.760 00:10:26.109 Amber Lin: Yay, I’m gonna switch.

102 00:10:26.110 00:10:27.210 JanieceGarcia: Shot.

103 00:10:27.470 00:10:31.860 Amber Lin: Screenshot this so that Yvette can see.

104 00:10:33.270 00:10:36.260 JanieceGarcia: Yay love it.

105 00:10:58.240 00:10:59.580 Amber Lin: Yay awesome

106 00:11:00.117 00:11:06.152 Amber Lin: today. I think I looked at a central doctor that all the stuff that should be there is there?

107 00:11:06.470 00:11:06.790 JanieceGarcia: Okay.

108 00:11:06.790 00:11:12.660 Amber Lin: And all we doing is just adding. Everything we do from this point on is just making it a lot better.

109 00:11:13.190 00:11:13.580 JanieceGarcia: Right.

110 00:11:13.580 00:11:18.470 Amber Lin: So I know that the Csr has had a few feedback

111 00:11:19.294 00:11:22.560 Amber Lin: and I think today we could

112 00:11:23.450 00:11:28.600 Amber Lin: work on their feedback, or we could start working, working on

113 00:11:30.050 00:11:30.720 JanieceGarcia: Thought.

114 00:11:30.720 00:11:31.950 Amber Lin: Feedback sheet.

115 00:11:31.950 00:11:39.259 JanieceGarcia: I thought, 1st and this is what we had talked about. Friday amber. I thought 1st that we were actually gonna go through the feedback sheet.

116 00:11:39.930 00:11:45.399 JanieceGarcia: To make sure that everything was in there. And what’s not in there. That’s what we’re gonna go ahead and add.

117 00:11:45.660 00:11:47.689 Amber Lin: Yeah, I, I like that plan. I like that plan.

118 00:11:47.690 00:11:50.299 JanieceGarcia: Then on Wednesday, when we have

119 00:11:50.630 00:11:56.370 JanieceGarcia: the few in the actual meeting on Wednesday. Then that’s when we would talk about their feedback.

120 00:11:56.370 00:11:59.899 Amber Lin: Hmm, okay, I like that. So let’s let’s do that.

121 00:11:59.900 00:12:03.290 ShannonMartinez: Told me about that, but I don’t see anybody on the invite.

122 00:12:05.016 00:12:16.450 Amber Lin: Not yet. I wanted to meet with Yvette today, but I don’t. She wasn’t able to attend the meeting. Let me ask. Just let let me ask here if I can add them.

123 00:12:18.440 00:12:19.570 ShannonMartinez: Who are you? Starting with.

124 00:12:21.160 00:12:25.220 JanieceGarcia: Joy, joy, Noah, and.

125 00:12:25.760 00:12:26.750 Amber Lin: Eloy.

126 00:12:27.010 00:12:27.950 JanieceGarcia: Eloy yep.

127 00:12:34.100 00:12:40.530 Amber Lin: Okay, let me confirm that that one’s like 2, 2.

128 00:12:40.530 00:12:40.870 ShannonMartinez: So.

129 00:12:40.870 00:12:42.099 Amber Lin: 1, 45.

130 00:12:42.580 00:12:51.960 ShannonMartinez: One of one of the biggest. Okay. So I had my team huddled on Friday and I was. I followed up on the feedback loop chat.

131 00:12:52.140 00:12:59.500 ShannonMartinez: The one of the biggest things that we’re hearing is that each section like, if it had. So

132 00:12:59.960 00:13:04.040 ShannonMartinez: the main consensus across the board is it’s so much black and white words.

133 00:13:04.950 00:13:11.510 Amber Lin: Yeah, yeah, I remember, they wanted highlights, and they wanted links. That’s the main 2 that I gathered.

134 00:13:11.510 00:13:22.350 ShannonMartinez: Yes, but in talking to our pest team they wanted to know if there’s a way we could do it like where each of the sections. Okay, so like, wrote it, red.

135 00:13:22.610 00:13:24.020 ShannonMartinez: termite blue.

136 00:13:24.530 00:13:33.129 ShannonMartinez: mosquito green, like something that would make it to where visually we know this section has a color. We’re so used to

137 00:13:33.520 00:13:34.000 Amber Lin: Oh!

138 00:13:34.000 00:13:38.939 ShannonMartinez: Our guides, where, like they know, like yellow, is this area, you know.

139 00:13:39.090 00:13:39.800 Amber Lin: That. Yeah.

140 00:13:39.800 00:13:55.030 ShannonMartinez: Visual conception. And so they were were wanting to see if, like the font itself could change like what if all service and scheduling stuff be, or like something to kind of break up, like all the words. Yes.

141 00:13:56.306 00:14:02.529 Amber Lin: Yeah, totally, that’s that’s really a great option. We can do and we can do that wednesday

142 00:14:02.690 00:14:23.070 Amber Lin: like whatever it works for them because they’re reading this like for us, we need to make sure the content is there for them is like I. Honestly, I want them to suggest all of the formatting stuff, the word like specific wording, or if it’s bullet points like whatever is easier for them to read and follow. That’s just that. We’ll just go with that.

143 00:14:25.670 00:14:27.910 Amber Lin: Okay, that will do that for Wednesday.

144 00:14:32.060 00:14:33.830 Amber Lin: Let me see.

145 00:14:35.280 00:14:38.750 Amber Lin: Okay, text.

146 00:14:40.720 00:14:42.920 Amber Lin: Let me add.

147 00:14:48.640 00:14:50.210 ShannonMartinez: That’s Jwc.

148 00:14:50.650 00:14:52.120 ShannonMartinez: I told her to at you.

149 00:14:54.010 00:14:58.699 ShannonMartinez: Because we have pricing already, but it’s not in the central.

150 00:15:00.500 00:15:03.719 JanieceGarcia: Who gave you up pricing? Didn’t I have it on my.

151 00:15:03.720 00:15:05.490 Amber Lin: I don’t think.

152 00:15:05.490 00:15:06.500 JanieceGarcia: We added it.

153 00:15:08.070 00:15:09.277 JanieceGarcia: Let me see.

154 00:15:09.680 00:15:12.379 Amber Lin: It’s not in the. It’s not here.

155 00:15:14.370 00:15:17.230 JanieceGarcia: Cause we had the move out.

156 00:15:17.230 00:15:17.570 JanieceGarcia: No.

157 00:15:18.230 00:15:20.890 Amber Lin: How much would that be? We can just add it now.

158 00:15:22.300 00:15:23.640 ShannonMartinez: It’s based on.

159 00:15:25.230 00:15:26.799 ShannonMartinez: Let me see if I have it.

160 00:15:27.500 00:15:32.630 JanieceGarcia: Gonna say, I thought it was based. They still had to get an estimate. And it was based on something specific. Yeah, it’s not in the email.

161 00:15:32.630 00:15:33.590 ShannonMartinez: Square footage.

162 00:15:56.450 00:16:00.540 Amber Lin: How much would that be then would do? Would do. We need to ask someone about that.

163 00:16:04.070 00:16:05.739 JanieceGarcia: Yeah, I’m reading the email. And it.

164 00:16:06.830 00:16:20.339 JanieceGarcia: Additionally, the account for the Pest Control service must be set up in Timid’s name, where they’re responsible for payment directly. Jwc. Is not involved in this payment process for the move out related services.

165 00:16:27.440 00:16:29.490 JanieceGarcia: not in the email that we have. Shannon.

166 00:16:29.890 00:16:38.889 ShannonMartinez: She might be referring to her personal. We need to find out from Mike Matthews, if there is a pricing structure.

167 00:16:39.490 00:16:41.670 JanieceGarcia: As far as I’ve known from

168 00:16:41.850 00:16:46.270 JanieceGarcia: the time that we met with Mike Masters that Yvette and I met with him.

169 00:16:46.470 00:16:49.050 JanieceGarcia: that it was they still had to get an estimate.

170 00:16:50.860 00:16:55.519 Amber Lin: Would it just be that estimate pricing just for regular estimates.

171 00:16:55.990 00:16:58.399 JanieceGarcia: And that’s at no cost and obligation.

172 00:16:58.850 00:17:00.920 ShannonMartinez: Yeah, all the like. All estimates.

173 00:17:02.670 00:17:11.240 Amber Lin: So we would just say we would just say in the document that follow the price for regular.

174 00:17:11.380 00:17:12.230 Amber Lin: Okay.

175 00:17:12.390 00:17:16.503 JanieceGarcia: I would say, follow the regular estimate pricing because it’s there is no

176 00:17:17.660 00:17:20.289 JanieceGarcia: Find my can, that one.

177 00:17:20.510 00:17:28.369 ShannonMartinez: And it does say, schedule. The appointment, schedule, estimate before their move out, date general pest, control or flea treatment, confirm access.

178 00:17:28.750 00:17:29.290 JanieceGarcia: Yup!

179 00:17:30.570 00:17:32.969 Amber Lin: Follow the price.

180 00:17:33.670 00:17:37.699 JanieceGarcia: Follow the process. I wouldn’t say price, because estimates are at no cost.

181 00:17:38.190 00:17:39.000 Amber Lin: For.

182 00:17:41.590 00:17:43.700 JanieceGarcia: A new new customer.

183 00:17:48.600 00:17:51.020 JanieceGarcia: It’s gonna be in my other spiral.

184 00:17:56.390 00:18:01.990 JanieceGarcia: Yeah, she may have that, but she still needs to follow the correct procedures.

185 00:18:04.400 00:18:08.540 Amber Lin: So this is, I’ll say that as invalid, or is it already answered?

186 00:18:09.580 00:18:10.110 ShannonMartinez: Yeah.

187 00:18:10.710 00:18:11.709 ShannonMartinez: Invalid. It’s like.

188 00:18:11.710 00:18:21.190 Amber Lin: Okay, Rodent estimate is scheduled for wait estimate during okay.

189 00:18:21.190 00:18:22.040 JanieceGarcia: Not in there.

190 00:18:22.170 00:18:24.999 Amber Lin: We have that. But it’s not. It says an hour.

191 00:18:25.450 00:18:27.099 Amber Lin: Apparently that’s not correct.

192 00:18:27.100 00:18:27.840 JanieceGarcia: Nope.

193 00:18:27.840 00:18:28.709 Amber Lin: So you know what? Zack.

194 00:18:29.150 00:18:34.580 JanieceGarcia: Going off of the rodent inspection for a Pr.

195 00:18:36.000 00:18:39.190 JanieceGarcia: Not an actual estimate.

196 00:18:40.260 00:18:43.319 Amber Lin: Huh! I don’t think we define the difference, though.

197 00:18:49.330 00:18:52.719 JanieceGarcia: Because the rodent annuals where you just were.

198 00:18:57.570 00:18:58.820 Amber Lin: Rodent.

199 00:19:03.080 00:19:09.170 Amber Lin: Okay? So where was that maintenance, free.

200 00:19:09.370 00:19:14.359 ShannonMartinez: What what we should define is, why is it not picking it up when she says estimate?

201 00:19:14.470 00:19:18.029 ShannonMartinez: Because we? What are our estimate scheduling guidelines.

202 00:19:18.650 00:19:19.300 JanieceGarcia: Yep.

203 00:19:19.920 00:19:22.259 ShannonMartinez: Not even what it we.

204 00:19:22.664 00:19:24.280 Amber Lin: Where does this say?

205 00:19:24.750 00:19:26.050 Amber Lin: 2 h.

206 00:19:28.230 00:19:35.090 ShannonMartinez: It’s not going to here because this is rodent work. What Andy’s picking up is this rodent.

207 00:19:35.090 00:19:35.710 JanieceGarcia: Service.

208 00:19:35.710 00:19:41.870 ShannonMartinez: Yeah. So Andy’s picking up rodent service. But this is supposed to be for estimate.

209 00:19:42.140 00:19:43.630 ShannonMartinez: So we have to done it.

210 00:19:43.630 00:19:54.670 ShannonMartinez: So we have to go back to Rodent Estimate to see why he’s not picking it up there. This is rodent services we need to go back over to estimate, to see why it’s to clarify that.

211 00:19:54.740 00:20:05.579 Amber Lin: Yeah, I see. Well for estimates right now. All the estimates are just a general process, I think. Here is where we define clearly, okay for estimations.

212 00:20:06.129 00:20:13.919 Amber Lin: This is how long it takes. I don’t see where in the document it says, like estimate takes 2 h.

213 00:20:14.100 00:20:17.020 JanieceGarcia: But this is for actual service.

214 00:20:17.710 00:20:20.389 Amber Lin: We can add a section for SMS.

215 00:20:20.600 00:20:23.079 JanieceGarcia: But we have. We have one for estimates.

216 00:20:23.390 00:20:26.890 JanieceGarcia: Just do estimates, not rodent. It’s estimates.

217 00:20:31.990 00:20:33.349 Amber Lin: Let’s try my mesh.

218 00:20:33.790 00:20:34.610 Amber Lin: Okay, let’s go.

219 00:20:34.610 00:20:36.410 JanieceGarcia: Estimate, pricing and duration. Whoop.

220 00:20:37.690 00:20:39.160 Amber Lin: Oh, so it’s down.

221 00:20:40.383 00:20:44.549 JanieceGarcia: Down. Keep going right there. Estimates pricing and duration.

222 00:20:50.370 00:20:51.159 JanieceGarcia: Why is that?

223 00:20:51.160 00:20:51.550 ShannonMartinez: Ordered.

224 00:20:51.550 00:20:52.200 JanieceGarcia: So.

225 00:20:52.720 00:20:54.599 Amber Lin: Like we. I don’t think we have a.

226 00:20:55.190 00:20:56.460 JanieceGarcia: We did.

227 00:20:56.460 00:20:57.440 Amber Lin: Alright, specific.

228 00:20:57.440 00:20:58.110 ShannonMartinez: So we, this is.

229 00:20:58.110 00:21:01.730 Amber Lin: Spelled out for estimates. I don’t remember seeing that.

230 00:21:04.740 00:21:08.059 ShannonMartinez: So this is out of place. Duration of service orders

231 00:21:08.950 00:21:14.349 ShannonMartinez: doesn’t fit with this title. Estimate pricing and durations.

232 00:21:14.925 00:21:17.390 ShannonMartinez: I think that we should pricing in there.

233 00:21:17.390 00:21:17.940 Amber Lin: I see.

234 00:21:17.940 00:21:23.639 ShannonMartinez: Estimate durations, and then it goes down to time, slot and time frames. After that hard line.

235 00:21:24.100 00:21:29.230 ShannonMartinez: I’m not saying, get rid of the duration of service orders. I think we just need to place that somewhere else.

236 00:21:29.490 00:21:32.309 Amber Lin: I agree. I think this one’s already

237 00:21:32.640 00:21:41.429 Amber Lin: covered like I want. Probably we’ll break this up to like this is pest as mosquito.

238 00:21:42.760 00:21:43.210 JanieceGarcia: Wrote in.

239 00:21:44.480 00:21:49.999 Amber Lin: Fleet goes under. Pest right kind of. And this

240 00:21:50.000 00:21:53.190 Amber Lin: all of this is pet flea special pricing.

241 00:21:55.370 00:21:59.650 JanieceGarcia: So that so where’s our creating an estimate?

242 00:22:00.580 00:22:06.040 Amber Lin: Then it’s all SMS 2 h. If it is, we’ll just write it there. Okay, so.

243 00:22:06.040 00:22:10.510 JanieceGarcia: It is. But I wanna make sure we have that that in there.

244 00:22:10.680 00:22:14.949 JanieceGarcia: There you go, see, and it should have been in here

245 00:22:16.620 00:22:20.460 JanieceGarcia: to number 3 on my sop.

246 00:22:20.770 00:22:28.299 JanieceGarcia: The process it shows customers must be home for the estimate. Do not lock estimates, do not stack, do not shrink

247 00:22:28.918 00:22:37.800 JanieceGarcia: and the estimates account. Then you go to 1, 2, 3, and it’s number 3 says, choose the appropriate type of estimate. All estimates are 2 h.

248 00:22:38.154 00:22:43.819 Amber Lin: Can you send me the that sop? I don’t think we ever added that new one.

249 00:22:49.190 00:22:51.930 Amber Lin: Do you mind emailing that to me, or just sharing that.

250 00:22:51.930 00:22:54.040 JanieceGarcia: And share it right now.

251 00:22:54.040 00:22:54.750 Amber Lin: Okay.

252 00:22:54.950 00:22:56.770 JanieceGarcia: Do you want me to share it to Brainforge, or you.

253 00:22:56.770 00:22:59.820 Amber Lin: Oh, whichever works, yeah, it all works.

254 00:23:00.050 00:23:07.229 Amber Lin: The estimate process is still a bit messy, because there’s like there’s stuff down here that I didn’t know where to put.

255 00:23:10.080 00:23:10.870 JanieceGarcia: Okay.

256 00:23:14.710 00:23:17.459 JanieceGarcia: that’s the in in house stuff.

257 00:23:18.230 00:23:19.590 JanieceGarcia: Ballpark.

258 00:23:23.300 00:23:29.950 JanieceGarcia: Yeah, it’s weird that you have that. But you don’t have the other.

259 00:23:31.410 00:23:39.100 ShannonMartinez: And it doesn’t say how much the in-house inspection durations are supposed to be. Those are only 15 min.

260 00:23:39.100 00:23:40.689 ShannonMartinez: 15 min. Yeah.

261 00:23:44.490 00:23:48.760 JanieceGarcia: Can you add on the in-house, inspector, that the in-house duration

262 00:23:49.850 00:23:54.080 JanieceGarcia: right there somewhere? Duration is only 15 min.

263 00:23:56.190 00:23:56.800 ShannonMartinez: Yes.

264 00:23:56.960 00:24:05.419 JanieceGarcia: And then I guess right there on the field, inspector, you can add the 2 h, but you also want oh, sure, anyway, I guess it helps if I click the button.

265 00:24:11.420 00:24:14.180 Amber Lin: What’s the ballpark estimate?

266 00:24:14.450 00:24:16.439 Amber Lin: When will we do that?

267 00:24:16.440 00:24:33.799 JanieceGarcia: You’ll have customers that will be pushy, and that don’t want to wait for an inspection, and they’ll just ask, can you just give me a ballpark. So all we can say is, well, it’s a minimum of 1 95. But it does depend on what activity you’re seeing, how bad is the activity.

268 00:24:35.130 00:24:37.340 JanieceGarcia: Your home. It’s not just the.

269 00:24:37.340 00:24:42.689 Amber Lin: I see. So it’s when they ask for general estimate before the inspection.

270 00:24:43.200 00:24:43.740 JanieceGarcia: Yeah.

271 00:24:45.540 00:24:47.040 Amber Lin: Price, estimate, right.

272 00:25:11.330 00:25:12.870 ShannonMartinez: What does that mean? Is this simple.

273 00:25:15.490 00:25:16.230 JanieceGarcia: The what.

274 00:25:19.430 00:25:20.539 JanieceGarcia: the what Shannon.

275 00:25:21.070 00:25:24.330 ShannonMartinez: This is this simple Gpc lawn or mosquito.

276 00:25:24.940 00:25:26.250 Amber Lin: Where, where, where?

277 00:25:26.940 00:25:29.800 Amber Lin: Sorry, go up, or do I go up or down.

278 00:25:30.165 00:25:32.360 ShannonMartinez: It’s 3 lines above your cursor.

279 00:25:35.150 00:25:38.429 ShannonMartinez: Use probing questions aside. It says, is this simple?

280 00:25:38.830 00:25:40.179 ShannonMartinez: I’m not sure what that.

281 00:25:40.180 00:25:47.990 Amber Lin: Oh, sorry! How do we determine if it’s in-house, or in-house or field.

282 00:25:49.590 00:25:58.020 JanieceGarcia: It’s it’s the type. But we have a or market and health versus Field Guide.

283 00:25:58.910 00:26:01.030 Amber Lin: And I know you guys had that.

284 00:26:02.970 00:26:08.969 JanieceGarcia: Yep, that one, you guys do you have it for sure? And Brainforge has that one too.

285 00:26:10.780 00:26:16.309 JanieceGarcia: It’s called the In-house Guide Cause. That’s where you got most of that, but it looks like some of that’s missing.

286 00:26:17.380 00:26:21.919 Amber Lin: Yes, so I think those.

287 00:26:23.920 00:26:26.159 JanieceGarcia: That’s their field in.

288 00:26:28.950 00:26:30.280 Amber Lin: Like this one.

289 00:26:37.270 00:26:45.840 JanieceGarcia: No, I mean, we need to have cause. We should have actual like things never to send to in house, and the ones that you can send.

290 00:27:00.940 00:27:03.890 Amber Lin: Oh, okay.

291 00:27:10.220 00:27:12.250 Amber Lin: so I’m gonna copy that over

292 00:27:22.210 00:27:25.439 Amber Lin: transferred to in-house. Qualified.

293 00:27:30.210 00:27:31.270 Amber Lin: Okay.

294 00:27:33.500 00:27:35.300 JanieceGarcia: That right there, that’s what I was talking about.

295 00:27:49.650 00:27:50.360 Amber Lin: Okay.

296 00:28:05.460 00:28:07.550 ShannonMartinez: It would make sense to highlight them.

297 00:28:07.670 00:28:14.770 ShannonMartinez: Always send to in-house, never sent to in-house. See how you have sent to in-house. Sometimes I like that yellow

298 00:28:16.120 00:28:18.890 ShannonMartinez: in house highlight, that green. So it matches.

299 00:28:19.986 00:28:20.960 Amber Lin: I see!

300 00:28:20.960 00:28:21.600 ShannonMartinez: What I mean.

301 00:28:21.950 00:28:23.460 Amber Lin: I see gotcha.

302 00:28:23.610 00:28:26.270 ShannonMartinez: We use the that is not like.

303 00:28:26.830 00:28:30.180 JanieceGarcia: It’s my new receptionist, Miss Britney.

304 00:28:30.940 00:28:32.649 JanieceGarcia: She’s watching videos.

305 00:28:33.630 00:28:35.830 JanieceGarcia: She’s got her headphones on. She has no idea.

306 00:28:37.380 00:28:38.440 Amber Lin: Hmm, hmm.

307 00:28:39.810 00:28:40.830 JanieceGarcia: That’s Shannon.

308 00:28:43.110 00:28:43.760 JanieceGarcia: It’s got it.

309 00:28:44.480 00:28:46.520 JanieceGarcia: And then Miss Amber.

310 00:28:47.290 00:28:48.390 Amber Lin: Hello!

311 00:28:51.060 00:29:01.500 Amber Lin: He’s so never extend to. Oh, okay, so normal text.

312 00:29:02.240 00:29:05.300 Amber Lin: Oh, okay.

313 00:29:10.830 00:29:13.299 Amber Lin: what are these?

314 00:29:14.390 00:29:19.339 Amber Lin: I’ll leave it there. We’ll we’ll figure that out. I think we need to clean this up a little bit more.

315 00:29:23.610 00:29:25.589 Amber Lin: Did the recorded calls help?

316 00:29:26.070 00:29:31.970 Amber Lin: Oh, I haven’t got to seeing them, because I my week just started, and I’ve been in meetings until now.

317 00:29:31.970 00:29:32.760 Amber Lin: All good.

318 00:29:32.760 00:29:33.729 Amber Lin: Thank you for sending them.

319 00:29:33.970 00:29:35.320 JanieceGarcia: You’re welcome.

320 00:29:37.130 00:29:41.220 Amber Lin: Is this, when would we use this process.

321 00:29:44.060 00:29:48.160 JanieceGarcia: That’s the second part on how you actually schedule for the in-house.

322 00:29:48.780 00:29:55.870 Amber Lin: Oh, so this is. If it’s an in-house estimate, we need to transfer it over.

323 00:30:23.080 00:30:30.609 Amber Lin: lead line estimates. Is this, is this the same estimate, or is it like a price? Estimate.

324 00:30:31.010 00:30:51.799 JanieceGarcia: That is not so. Lead line estimate is going to be. If a customer is on the phone and we want to look at that. And we want to make sure that we’re double checking the leads because while a Csr Csr, a technicians out in the field, they can actually put in a lead.

325 00:30:52.010 00:31:06.339 JanieceGarcia: and before our lead line department gets a hold of that customer to schedule the customer can call in. So it’s part of our 3 60, making sure that we’re double checking because we want that technician to actually get

326 00:31:06.880 00:31:11.910 JanieceGarcia: credit if they put in a lead for something that the customer called in for after afterwards.

327 00:31:14.930 00:31:17.130 JanieceGarcia: And then it’s the same thing, you know. If

328 00:31:17.250 00:31:21.109 JanieceGarcia: if we are on the phone with the customer and

329 00:31:21.230 00:31:34.970 JanieceGarcia: say, we’re on the phone with a customer that has rodent service with us, but they don’t have mosquito we want our Csrs to be able to get the lead credit for offering mosquito and getting them over to in house. So.

330 00:31:35.470 00:31:38.230 JanieceGarcia: We need to make sure that we’re following that process too.

331 00:31:38.690 00:31:41.100 Amber Lin: But this would fall under in-house.

332 00:31:41.680 00:31:44.380 JanieceGarcia: It would, because that that they could send it in house.

333 00:31:46.570 00:31:51.889 Amber Lin: As in after an account was created, account was created.

334 00:31:51.890 00:31:57.409 ShannonMartinez: And the Csr does it. That’s just following due process. They won’t get credit for it. Then that.

335 00:31:57.410 00:31:57.770 JanieceGarcia: Right.

336 00:31:57.770 00:31:58.340 ShannonMartinez: Well.

337 00:31:59.040 00:31:59.360 JanieceGarcia: To.

338 00:31:59.360 00:32:00.159 Amber Lin: Just for technician.

339 00:32:00.160 00:32:06.170 JanieceGarcia: 2 different things. So if the technician is out there and say they offered mosquito.

340 00:32:06.810 00:32:14.950 JanieceGarcia: Then they put in the lead for mosquito. But then the customer calls in and says, Oh, my tech told me that you guys can give me a mosquito estimate.

341 00:32:15.820 00:32:30.509 JanieceGarcia: Perfect, great. They’ll go ahead. They need to double check and make sure that the lead is in there. From the technician. They’re gonna go ahead and schedule for in house and them over for pricing. And say, you know, technician, Shannon offered mosquito.

342 00:32:31.240 00:32:45.339 JanieceGarcia: But if we’re on the phone with the customer. They were on the phone with the customer. You know, just talking about other stuff, and we offer something that they don’t have. And there’s no lead for it already. Then that’s

343 00:32:45.720 00:32:47.730 JanieceGarcia: the same process we’re going to follow.

344 00:32:49.350 00:32:55.290 Amber Lin: So this is scheduling SMS for leads that technicians added.

345 00:32:59.670 00:33:00.960 Amber Lin: This is in house.

346 00:33:23.950 00:33:24.830 Amber Lin: Okay.

347 00:33:27.400 00:33:32.899 Amber Lin: I don’t know where which, where we would put these.

348 00:33:37.390 00:33:39.650 ShannonMartinez: Seems like it’s in the appropriate spot to me.

349 00:33:40.050 00:33:41.260 JanieceGarcia: Yeah, definitely.

350 00:33:41.260 00:33:43.360 Amber Lin: Okay. So they would decide.

351 00:33:44.650 00:33:46.480 JanieceGarcia: Is it in house, or is it field?

352 00:33:46.800 00:33:47.810 Amber Lin: Okay.

353 00:33:51.130 00:33:54.940 JanieceGarcia: And if it’s in house, you have it going to either David or Kevin.

354 00:33:55.260 00:33:58.349 JanieceGarcia: But you’re transferring it to the in house. Pest queue.

355 00:33:59.270 00:33:59.850 Amber Lin: Can we do?

356 00:33:59.850 00:34:07.230 ShannonMartinez: Like the Austin, only thing has to be, because if you’re thinking about the first, st then process, yes.

357 00:34:08.380 00:34:10.330 Amber Lin: And then just put their names here.

358 00:34:10.330 00:34:12.060 ShannonMartinez: Do not, do not pass, go.

359 00:34:12.330 00:34:15.280 Amber Lin: I just put their names. If there’s just 2 people.

360 00:34:16.530 00:34:17.880 JanieceGarcia: Yeah, there is only 2.

361 00:34:22.009 00:34:23.499 Amber Lin: And then.

362 00:34:24.540 00:34:27.890 JanieceGarcia: Yeah, but if it’s not, Austin, like Shannon said, do not passcode.

363 00:34:29.179 00:34:31.380 JanieceGarcia: You must schedule a field inspector.

364 00:34:31.389 00:34:34.169 ShannonMartinez: Can you tell? Can you tell? I’ve been playing mobile monopoly.

365 00:34:36.679 00:34:37.979 JanieceGarcia: I quit playing it.

366 00:34:39.409 00:34:40.829 ShannonMartinez: I remember you saying that.

367 00:34:42.639 00:34:47.859 Amber Lin: I think I was just not. I would change this to all. Non pest Austin areas.

368 00:34:50.710 00:34:52.619 JanieceGarcia: And then add Kim free. Yeah.

369 00:35:27.500 00:35:33.260 Amber Lin: The process, or Yes, Hello!

370 00:35:33.260 00:35:34.010 Amber Lin: A little bit low.

371 00:35:34.010 00:35:38.149 ShannonMartinez: Change as to be able to send to.

372 00:35:40.700 00:35:42.339 JanieceGarcia: If this does change.

373 00:35:42.340 00:35:46.889 Amber Lin: I think this is a little bit of awkward wording. If it be, it is, if it’s available.

374 00:35:46.890 00:35:47.790 Amber Lin: 4.

375 00:35:47.980 00:35:49.950 JanieceGarcia: If it does this.

376 00:35:49.950 00:35:53.870 ShannonMartinez: I would say, this is subject to change seasonally.

377 00:35:54.680 00:35:59.399 JanieceGarcia: There you go, and then put in there. It will come from your manager, only

378 00:36:01.440 00:36:08.090 JanieceGarcia: so. Not a oh, I heard that David told me. We can send to in house now for.

379 00:36:08.090 00:36:08.930 ShannonMartinez: San Antonio.

380 00:36:08.930 00:36:09.420 JanieceGarcia: Thank you.

381 00:36:09.420 00:36:10.160 Amber Lin: -Helm.

382 00:36:11.370 00:36:12.489 JanieceGarcia: Is not your manager.

383 00:36:14.110 00:36:19.400 Amber Lin: On how to transfer to in-house.

384 00:36:19.650 00:36:22.280 JanieceGarcia: No, not on how to on what can.

385 00:36:23.490 00:36:26.019 Amber Lin: We also have a workflow for that, though.

386 00:36:26.250 00:36:26.940 JanieceGarcia: Yeah.

387 00:36:27.000 00:36:31.970 ShannonMartinez: Yeah. But what we’re saying is is, it’s Ulster only. But like, let’s say.

388 00:36:32.880 00:36:34.269 Amber Lin: Oh, okay.

389 00:36:34.270 00:36:39.700 Amber Lin: if it comes for their manager, I don’t think we don’t need to tell them what will cause the manager will tell them

390 00:36:40.258 00:36:42.499 Amber Lin: is my is my thinking.

391 00:36:42.890 00:36:43.480 ShannonMartinez: Yes.

392 00:36:43.920 00:36:44.660 Amber Lin: Okay.

393 00:36:44.660 00:36:47.470 ShannonMartinez: Like, for example, with our trash bank cleaning in San Antonio.

394 00:36:47.650 00:36:48.120 Amber Lin: Huh!

395 00:36:48.120 00:36:51.679 ShannonMartinez: In house in house can bid it, but it’s not an awesome service.

396 00:36:53.160 00:36:54.450 JanieceGarcia: It’s only San Antonio.

397 00:36:57.370 00:37:03.229 JanieceGarcia: If we can get trucks it will be trucks that work.

398 00:37:08.440 00:37:15.039 Amber Lin: If the customer insists on immediate pricing, ask for general estimate before.

399 00:37:20.850 00:37:21.450 ShannonMartinez: Hmm!

400 00:37:21.820 00:37:22.850 ShannonMartinez: Doo-do-do.

401 00:37:23.970 00:37:24.790 Amber Lin: Okay?

402 00:37:25.560 00:37:31.950 Amber Lin: So service agreements think we have that down there

403 00:37:32.340 00:37:37.170 Amber Lin: field. Okay, we kind of do have that too lower.

404 00:37:37.170 00:37:39.709 JanieceGarcia: But we still need to put that in there.

405 00:37:39.830 00:37:42.130 Amber Lin: Yeah, I I just it is down below.

406 00:37:42.130 00:37:45.619 Amber Lin: Yeah, I just deleted this because we don’t have this here.

407 00:37:46.540 00:37:50.459 Amber Lin: That’s why customer needs multiple service.

408 00:37:53.540 00:37:56.120 Amber Lin: Remove that up here.

409 00:37:57.450 00:37:59.950 Amber Lin: When do we do this? Do we do this like.

410 00:38:00.420 00:38:01.150 Amber Lin: In the store.

411 00:38:01.150 00:38:02.570 JanieceGarcia: Beginning of everything.

412 00:38:02.570 00:38:03.899 ShannonMartinez: Can we clarify?

413 00:38:06.560 00:38:12.440 ShannonMartinez: If the customer needs multiple services, I would say.

414 00:38:14.690 00:38:18.365 ShannonMartinez: we know we know what that, what we’re saying right? But

415 00:38:20.410 00:38:26.770 ShannonMartinez: What that says to me is various lines of business, like, we have our 4 major divisions. Right?

416 00:38:28.090 00:38:34.280 ShannonMartinez: For example, if somebody is wanting a rodent estimate, we can also yeah.

417 00:38:37.200 00:38:38.010 Amber Lin: Okay.

418 00:38:41.270 00:38:44.490 Amber Lin: Did you send me the new workflow.

419 00:38:45.560 00:38:46.280 JanieceGarcia: Which one.

420 00:38:47.319 00:38:49.239 Amber Lin: For the estimates.

421 00:38:50.950 00:38:52.849 Amber Lin: Let me go find that, then.

422 00:38:55.123 00:38:57.039 Amber Lin: Okay, that’s from your fed.

423 00:38:57.040 00:38:57.769 JanieceGarcia: Google, drive.

424 00:38:58.060 00:38:58.900 Amber Lin: Aha!

425 00:39:02.330 00:39:05.610 JanieceGarcia: See, and that’s why I’m kind of shocked that that’s not in there, because that’s 1 of the new.

426 00:39:06.120 00:39:07.560 JanieceGarcia: Been in there since.

427 00:39:07.560 00:39:12.349 Amber Lin: I think this is cause it’s February. I don’t know what happened there.

428 00:39:12.580 00:39:13.700 Amber Lin: Time window

429 00:39:23.420 00:39:24.460 Amber Lin: here.

430 00:39:43.250 00:39:45.479 Amber Lin: Okay.

431 00:39:51.240 00:39:52.340 Amber Lin: awesome.

432 00:39:52.770 00:39:54.290 Amber Lin: Look at that hyperlink.

433 00:39:54.290 00:40:01.679 Amber Lin: I know. That’s what they asked for. I think a lot of your great formatting got lost when we transferred it over.

434 00:40:01.930 00:40:04.770 Amber Lin: So unfortunate.

435 00:40:05.670 00:40:10.499 Amber Lin: Okay, time windows. Okay, I think it’s good that we’ll leave it there.

436 00:40:11.620 00:40:13.289 Amber Lin: I don’t know what this is.

437 00:40:13.590 00:40:18.050 Amber Lin: Oh, this is like. If they offer it in that area.

438 00:40:19.180 00:40:21.539 Amber Lin: Where do we add the 3 60.

439 00:40:23.350 00:40:24.460 JanieceGarcia: At the very beginning.

440 00:40:25.250 00:40:27.820 JanieceGarcia: We need it at the very beginning of everything.

441 00:40:42.160 00:40:48.880 Amber Lin: And in the 3 60 we would check. If it’s we service that area right.

442 00:40:52.590 00:40:56.350 ShannonMartinez: Service by skills and zip surface area by skills and zips.

443 00:40:59.600 00:41:01.960 ShannonMartinez: There’s a should be a hyperlink for that.

444 00:41:08.750 00:41:11.070 ShannonMartinez: It’s a Google sheet, like all the other ones.

445 00:41:30.240 00:41:32.430 ShannonMartinez: Penny, I mean. Michelle.

446 00:41:52.390 00:41:56.770 ShannonMartinez: I thought y’all were starting this week working from home next that week, next week.

447 00:41:58.290 00:42:01.319 JanieceGarcia: No, it’s this week Wednesday, Thursday, and Friday.

448 00:42:01.320 00:42:02.619 ShannonMartinez: Thursday or Friday. Okay.

449 00:42:02.620 00:42:03.953 JanieceGarcia: Yeah, but

450 00:42:04.620 00:42:05.980 ShannonMartinez: Noah says he’s down.

451 00:42:10.270 00:42:12.100 JanieceGarcia: Oh, and he should be in office, isn’t he?

452 00:42:14.010 00:42:15.639 JanieceGarcia: -Oh! So is that office down.

453 00:42:16.070 00:42:17.140 ShannonMartinez: I don’t know.

454 00:42:18.000 00:42:19.610 ShannonMartinez: I’m putting in a ticket now.

455 00:42:19.890 00:42:25.680 JanieceGarcia: I haven’t seen anything but I’m in the old office or in the new office. Sorry.

456 00:42:25.680 00:42:27.509 ShannonMartinez: Yeah, I could tell.

457 00:42:40.400 00:42:41.990 Amber Lin: Yeah.

458 00:42:42.690 00:42:48.909 Amber Lin: Well, okay, let’s let’s, I mean, our 1st point was to test this question. So I’m just gonna see

459 00:42:49.290 00:42:54.950 Amber Lin: if this is this is good. So let me

460 00:42:57.610 00:42:59.789 Amber Lin: let me see if that’s changed.

461 00:43:00.430 00:43:05.049 Amber Lin: And then that one jwc, I’m just gonna test that.

462 00:43:07.580 00:43:08.300 Amber Lin: Okay.

463 00:43:09.500 00:43:14.190 ShannonMartinez: Did the reception tell you about that guy that’s like I’m coming up there to come see you?

464 00:43:15.400 00:43:20.370 ShannonMartinez: He was like super aggressive. He was trying to drop off an 8,000 bedbug truck.

465 00:43:22.353 00:43:23.720 ShannonMartinez: So it’s not just Noah.

466 00:43:24.610 00:43:25.999 JanieceGarcia: No, it’s not -

467 00:43:30.530 00:43:32.060 ShannonMartinez: Man he was raising us.

468 00:43:32.440 00:43:36.850 ShannonMartinez: Think about nobody being at the San Marcos office.

469 00:43:39.990 00:43:44.490 JanieceGarcia: Oh, yeah, they did. I saw it, the email, the email did come through.

470 00:43:45.710 00:43:49.389 JanieceGarcia: But I saw that. She transferred him over to you guys. So.

471 00:43:51.620 00:43:55.480 ShannonMartinez: Then he calls back, What’s my physical location?

472 00:43:56.200 00:43:58.550 ShannonMartinez: You know me. I always love to make new friends.

473 00:43:59.980 00:44:03.859 ShannonMartinez: He was so aggressive I thought he was. No, I think he was seriously drinking.

474 00:44:09.080 00:44:11.510 Amber Lin: Is this true?

475 00:44:15.960 00:44:17.619 ShannonMartinez: 7, 8, 7, 5, 6.

476 00:44:19.930 00:44:21.835 JanieceGarcia: Yeah, it’s confusing.

477 00:44:22.670 00:44:24.260 ShannonMartinez: Sales and service.

478 00:44:24.940 00:44:27.630 ShannonMartinez: It’s giving all the technicians.

479 00:44:27.630 00:44:32.639 Amber Lin: Oh, this is done a second! No, this is a long time ago. I think we can disregard that.

480 00:44:32.640 00:44:33.260 JanieceGarcia: So that one.

481 00:44:33.260 00:44:33.710 Amber Lin: Okay.

482 00:44:33.710 00:44:34.579 JanieceGarcia: Yeah, that one’s over.

483 00:44:34.580 00:44:36.064 Amber Lin: That’s bye, bye,

484 00:44:37.610 00:44:41.079 JanieceGarcia: That’s what we we’re gonna do was go through all the inspector ones because we know.

485 00:44:41.080 00:44:41.490 JanieceGarcia: Huh?

486 00:44:41.490 00:44:41.965 JanieceGarcia: Oh.

487 00:44:43.234 00:44:48.099 Amber Lin: Okay, let me let me just search that. Yeah. Let me search that.

488 00:44:48.300 00:44:50.500 Amber Lin: I’m gonna say, Inspector.

489 00:44:51.790 00:44:52.910 Amber Lin: Oh.

490 00:44:52.910 00:44:53.800 JanieceGarcia: Quicker questions.

491 00:44:55.980 00:45:01.519 Amber Lin: Select all alright. So oh, gosh!

492 00:45:02.130 00:45:04.310 Amber Lin: Inspector.

493 00:45:10.230 00:45:11.040 Amber Lin: right?

494 00:45:11.780 00:45:12.660 Amber Lin: Clear.

495 00:45:18.320 00:45:19.400 Amber Lin: Okay.

496 00:45:19.790 00:45:23.640 Amber Lin: So these 10, I’m just gonna say.

497 00:45:23.640 00:45:24.370 JanieceGarcia: All.

498 00:45:25.590 00:45:31.620 Amber Lin: Yeah, I’ll get all of these as tests.

499 00:45:32.330 00:45:36.499 Amber Lin: I’ll see what it produces. I’ll mark all of these as testing.

500 00:45:37.420 00:45:39.529 Amber Lin: and then we’ll see the results.

501 00:45:41.060 00:45:43.119 Amber Lin: Okay, going back?

502 00:45:45.190 00:45:47.020 Amber Lin: Oh, please. Like.

503 00:45:47.020 00:45:49.950 ShannonMartinez: Why is it saying our past voicemail is full.

504 00:45:51.110 00:45:52.690 JanieceGarcia: Oh, no! I got that before, too.

505 00:45:54.730 00:45:55.280 JanieceGarcia: Who said.

506 00:45:55.280 00:45:56.380 ShannonMartinez: It’s back up.

507 00:46:00.640 00:46:01.540 ShannonMartinez: Nancy.

508 00:46:16.340 00:46:24.074 Amber Lin: Okay. So this is, I just got back from the one about jwc, it said,

509 00:46:25.030 00:46:30.780 JanieceGarcia: To determine the price for service and clean. We will need to know the specific type of pest control service required.

510 00:46:31.190 00:46:40.169 JanieceGarcia: Once we have that information. We’ll provide the standard one time, or initial service price for the service in Bell County. Please gather this information. Consult your supervisor.

511 00:46:40.490 00:46:41.559 ShannonMartinez: It, should I?

512 00:46:41.560 00:46:42.290 Amber Lin: Think it doesn’t.

513 00:46:42.290 00:46:44.929 ShannonMartinez: Per the inspector’s estimate. Yeah.

514 00:46:45.676 00:46:47.170 Amber Lin: Wait where?

515 00:46:51.890 00:46:54.260 Amber Lin: Per, okay.

516 00:46:55.350 00:46:57.710 Amber Lin: So that goes in

517 00:47:05.080 00:47:09.610 Amber Lin: cancellation. No, that’s not about cancellations.

518 00:47:11.000 00:47:18.259 Amber Lin: So I think we should add just one line in either estimates or treatment, pricing

519 00:47:18.490 00:47:24.139 Amber Lin: service, pricing, to say, like base, the price off of like people’s estimates.

520 00:47:24.600 00:47:26.810 Amber Lin: The like.

521 00:47:27.300 00:47:34.820 JanieceGarcia: It would be. I mean, the pricing is going to be based off of the inspectors pricing, or the in the inspector estimate.

522 00:47:35.530 00:47:40.669 Amber Lin: Would that be on? Would we put that in estimates, or a hold or production order.

523 00:47:41.410 00:47:44.650 JanieceGarcia: It’d be estimates. But where was the Jwc. Stuff?

524 00:47:45.480 00:47:56.289 Amber Lin: It’s because when we resend this, this doesn’t include anything about jwc, like this, workflow doesn’t track the original question. It just tracks whatever is in there.

525 00:47:56.420 00:48:00.969 Amber Lin: So it’s a little bit limited. We can ask Andy about Jwc.

526 00:48:01.200 00:48:03.929 Amber Lin: but I want to add the pricing.

527 00:48:04.340 00:48:05.829 Amber Lin: Wait, where’s the.

528 00:48:11.720 00:48:14.320 JanieceGarcia: Well, then it would be under the initial hold. Then.

529 00:48:14.955 00:48:15.399 Amber Lin: Okay.

530 00:48:16.310 00:48:17.270 Amber Lin: And then.

531 00:48:17.270 00:48:23.159 ShannonMartinez: Isn’t it? But the what happened to the 9 and 1111 and 1, 1 or 3.

532 00:48:24.660 00:48:25.640 Amber Lin: Where.

533 00:48:27.020 00:48:29.529 ShannonMartinez: On scheduling an estimate. 2 h duration.

534 00:48:31.740 00:48:32.440 JanieceGarcia: Go down.

535 00:48:32.670 00:48:33.800 ShannonMartinez: See where it says. Time windows.

536 00:48:34.270 00:48:42.149 JanieceGarcia: 8 to 1010 to 1212 to 2, 2 to 4, 4 to 6. The 9 to 11 is, if they have an office block. Then it starts at 9 to 11.

537 00:48:43.910 00:48:45.229 JanieceGarcia: But you can put that in there.

538 00:48:45.950 00:48:52.500 JanieceGarcia: You just don’t. The biggest thing is we don’t want. Yeah. If office block

539 00:48:53.500 00:48:56.330 JanieceGarcia: estimates will start at 9 to 11,

540 00:49:02.310 00:49:04.530 JanieceGarcia: because what happens is.

541 00:49:04.530 00:49:06.310 ShannonMartinez: And you can put that next to time. Windows.

542 00:49:06.770 00:49:15.979 JanieceGarcia: If they see it. Yeah, time windows if they see the 9 to 11 is open, but they never used an 8 to 10. Well, now, he’s got a whole hour in the morning available.

543 00:49:18.530 00:49:22.150 JanieceGarcia: So it’s only if there’s an office block from 8 to 9.

544 00:49:27.310 00:49:28.060 Amber Lin: Okay.

545 00:49:28.170 00:49:39.649 Amber Lin: So let’s say, Price, I guess we can put it under where they ask for a price.

546 00:49:40.890 00:49:48.909 JanieceGarcia: Oh, however, detailed inspection is always remember. I guess you could right there recommended for precise pricing.

547 00:49:51.490 00:49:57.539 JanieceGarcia: But I mean I guess I don’t understand, see? But that’s

548 00:49:58.070 00:50:04.449 JanieceGarcia: for precise pricing an inspection. A visual inspection is needed.

549 00:50:07.740 00:50:10.660 Amber Lin: Just inspection, meaning we need to send someone out.

550 00:50:10.800 00:50:11.470 JanieceGarcia: Yeah.

551 00:50:11.940 00:50:12.630 Amber Lin: Okay.

552 00:50:16.590 00:50:22.250 Amber Lin: the price will be determined by the inspector.

553 00:50:22.560 00:50:24.679 JanieceGarcia: Yep service service price.

554 00:50:27.550 00:50:28.280 Amber Lin: Okay.

555 00:50:29.450 00:50:30.470 JanieceGarcia: Okay. Now, try it.

556 00:50:34.480 00:50:35.869 Amber Lin: Oh, oh, one

557 00:50:40.370 00:50:42.140 Amber Lin: Okay, we’ll wait a little bit.

558 00:50:42.480 00:50:45.280 Amber Lin: Rodent estimate.

559 00:50:45.560 00:50:46.580 Amber Lin: Oh.

560 00:50:47.710 00:50:49.000 JanieceGarcia: Still coming out wrong.

561 00:50:49.840 00:50:56.260 Amber Lin: Yeah, okay, that’s something that

562 00:51:03.600 00:51:04.889 Amber Lin: just gonna put.

563 00:51:05.240 00:51:13.740 Amber Lin: Let me just put like a general durations.

564 00:51:15.340 00:51:16.460 Amber Lin: Oh.

565 00:51:20.590 00:51:24.640 JanieceGarcia: Steve even says right there. 2 h time windows.

566 00:51:24.980 00:51:29.629 Amber Lin: I don’t think it says, for like these are for SMS, only right.

567 00:51:30.350 00:51:37.740 JanieceGarcia: No? Well, those are for any time, and customer needs us to go inside, or they’re requesting it.

568 00:51:53.050 00:51:55.580 Amber Lin: Okay, let’s see.

569 00:52:01.530 00:52:08.560 Amber Lin: Okay, I put it in many places. Let me see if it if it understands what I need.

570 00:52:09.200 00:52:13.680 Amber Lin: Okay, next one inspectors gave gave it back.

571 00:52:15.810 00:52:18.850 Amber Lin: Inspectors for this area.

572 00:52:19.250 00:52:20.270 Amber Lin: Is that correct?

573 00:52:20.270 00:52:23.470 JanieceGarcia: They’re mixing technicians again with Nope.

574 00:52:24.250 00:52:25.200 Amber Lin: Damn it!

575 00:52:26.390 00:52:29.429 Amber Lin: Oh, wait, Inspector.

576 00:52:29.430 00:52:38.060 ShannonMartinez: But I never told them. This is, I guess it’s just annoying to me, because I never told him that the Inspector Zip code was updated and up and running. So they keep asking.

577 00:52:38.980 00:52:53.919 Amber Lin: No, this is old. This is this is, I think, before we told them, yeah, I tested again. And it’s still I asked the I asked the team to specify when it says inspectors referred to that sheet.

578 00:52:54.310 00:53:00.710 Amber Lin: Okay, this is this we need to check.

579 00:53:04.050 00:53:10.490 JanieceGarcia: So we’ve only had 3 since last week that have come through 3, 3.

580 00:53:10.490 00:53:10.930 Amber Lin: Yeah.

581 00:53:10.930 00:53:11.750 JanieceGarcia: Questions.

582 00:53:12.960 00:53:15.559 Amber Lin: Yeah, not a lot of feedback. I don’t see.

583 00:53:15.560 00:53:19.850 ShannonMartinez: It may be because they’re going to the central dock and not asking Andy.

584 00:53:24.090 00:53:27.000 ShannonMartinez: And that was kind of my concern, like.

585 00:53:29.800 00:53:30.690 JanieceGarcia: Yeah.

586 00:53:30.690 00:53:33.300 ShannonMartinez: One or one or the other, not both.

587 00:53:34.190 00:53:38.380 JanieceGarcia: I want them to ask Andy, and just go off of that.

588 00:53:39.850 00:53:51.159 Amber Lin: Yeah, we should think about how. And even when Wednesday, we could just ask them, Hey, what would make you use Andy instead of the Central Doc right? We can just ask them that, and they will tell us.

589 00:53:53.440 00:53:54.080 JanieceGarcia: True.

590 00:53:54.490 00:53:55.100 Amber Lin: Yeah.

591 00:53:55.970 00:53:56.640 JanieceGarcia: Okay.

592 00:53:56.960 00:54:01.619 Amber Lin: So that one, did we update this one.

593 00:54:02.190 00:54:03.040 JanieceGarcia: Which one is it?

594 00:54:03.320 00:54:05.590 Amber Lin: Skipping versus deleting.

595 00:54:05.800 00:54:07.779 JanieceGarcia: Yes, didn’t we.

596 00:54:08.170 00:54:09.959 ShannonMartinez: We talked about it last time.

597 00:54:10.320 00:54:12.429 Amber Lin: Yeah, I don’t think we updated it.

598 00:54:12.430 00:54:14.010 JanieceGarcia: Maybe we didn’t update it.

599 00:54:16.670 00:54:21.580 ShannonMartinez: A hold is the only thing that it should ever be deleted. I thought we put that in there. Did we.

600 00:54:21.580 00:54:24.170 JanieceGarcia: I thought we did. I could have sworn we did, but.

601 00:54:24.170 00:54:27.509 Amber Lin: Okay, what? What would be the question? Let me just ask, Andy.

602 00:54:28.570 00:54:30.960 ShannonMartinez: Delete a hold? When should I? When should I?

603 00:54:31.910 00:54:35.200 ShannonMartinez: No, how do I cancel a hold.

604 00:54:35.510 00:54:36.249 JanieceGarcia: There you go!

605 00:54:38.860 00:54:42.109 Amber Lin: I don’t think we have. How do I cancel a hold

606 00:54:42.400 00:54:45.340 Amber Lin: I think we might have. When do we cancel a hold?

607 00:55:07.660 00:55:09.059 Amber Lin: Do we have that.

608 00:55:10.470 00:55:15.330 JanieceGarcia: What is the procedure for entering the lead line? Mosquito promo!

609 00:55:16.100 00:55:19.960 JanieceGarcia: Oh, that’s old, and we just had a new mosquito promo thingy come out.

610 00:55:20.310 00:55:22.750 ShannonMartinez: I know, but we haven’t released it. Everybody’s asking.

611 00:55:22.750 00:55:23.270 JanieceGarcia: So.

612 00:55:23.900 00:55:25.400 Amber Lin: Is this real? Is this.

613 00:55:25.400 00:55:27.330 JanieceGarcia: She did. I thought she did release it.

614 00:55:28.940 00:55:29.910 ShannonMartinez: On Lms.

615 00:55:30.740 00:55:31.440 JanieceGarcia: Oh no!

616 00:55:32.480 00:55:34.170 ShannonMartinez: It’s been left unended.

617 00:55:41.480 00:55:44.320 Amber Lin: Is this correct? Which Michelle added.

618 00:55:51.560 00:55:52.710 JanieceGarcia: Yeah, no, that’s not correct.

619 00:55:52.910 00:55:56.979 JanieceGarcia: Not right now. I would leave that one alone because we do have a new process.

620 00:55:57.130 00:55:57.740 JanieceGarcia: I’ll get.

621 00:56:03.240 00:56:06.659 ShannonMartinez: So what happened was Whitney sent it out

622 00:56:07.500 00:56:15.270 ShannonMartinez: and it the last email says, I can create an Lms and policy if I need to do. Y’all just let me know.

623 00:56:17.000 00:56:21.120 Amber Lin: Is this correct it? I think this is good.

624 00:56:21.330 00:56:26.979 JanieceGarcia: If the hold order is still in a hold status, the hold order can be deleted directly. Yes.

625 00:56:28.450 00:56:30.119 JanieceGarcia: and submit a follow up to.

626 00:56:30.120 00:56:32.590 Amber Lin: This is in our cancellation process.

627 00:56:32.880 00:56:33.950 JanieceGarcia: Perfect. It’s a whole.

628 00:56:33.950 00:56:35.170 Amber Lin: Awesome.

629 00:56:35.170 00:56:38.659 JanieceGarcia: Initial hold on. What did what did it say? I wanna.

630 00:56:38.660 00:56:39.070 Amber Lin: Right.

631 00:56:39.070 00:56:46.419 JanieceGarcia: Make sure. Initial service order, follow the skip process and then to follow up to cancel the program. Request a refund? Yes, yes, yes, woohoo.

632 00:56:46.420 00:56:47.420 Amber Lin: Okay.

633 00:56:47.660 00:56:48.500 JanieceGarcia: That one’s right.

634 00:56:48.500 00:56:53.639 Amber Lin: I’m gonna do this, I’ll make a screenshot and then send it to

635 00:56:53.760 00:56:56.489 Amber Lin: just wanna then send it to Denise

636 00:56:57.010 00:56:59.159 Amber Lin: to say that this is updated.

637 00:57:06.140 00:57:08.370 JanieceGarcia: Woohoo love it!

638 00:57:09.170 00:57:11.330 Amber Lin: Okay, so.

639 00:57:12.650 00:57:13.340 JanieceGarcia: Still have a couple.

640 00:57:13.340 00:57:17.030 Amber Lin: Those are still processing that one.

641 00:57:18.603 00:57:20.050 Amber Lin: That’s Jwc.

642 00:57:22.320 00:57:28.570 JanieceGarcia: Nope, hold on! Do all tenants or renters need approval from home homeowners for pest control?

643 00:57:28.860 00:57:29.670 JanieceGarcia: Yes.

644 00:57:31.320 00:57:33.310 Amber Lin: Jwc. Should we test that.

645 00:57:33.560 00:57:35.220 JanieceGarcia: That’s not a Jwc. That one.

646 00:57:35.220 00:57:35.760 Amber Lin: Oh!

647 00:57:35.760 00:57:38.510 JanieceGarcia: That one we need to work on. We’re still getting

648 00:57:39.680 00:57:42.877 JanieceGarcia: full complete information on it. But

649 00:57:45.130 00:57:47.519 JanieceGarcia: yeah, I’ll I need to do that one.

650 00:57:50.810 00:57:51.489 JanieceGarcia: Write that down.

651 00:57:53.170 00:57:55.709 ShannonMartinez: Try to find out what she’s talking about with the pricing.

652 00:57:56.970 00:57:58.209 JanieceGarcia: Hold on. I’m gonna get my other.

653 00:58:13.620 00:58:14.030 Amber Lin: Hmm!

654 00:58:14.030 00:58:19.570 Amber Lin: Do a lot of different when, Andy? It’s a little different when Andy responded. But is that still correct?

655 00:58:26.780 00:58:28.113 JanieceGarcia: Yes. Yeah.

656 00:58:28.780 00:58:32.550 Amber Lin: Okay, awesome. Just gonna add Denise.

657 00:58:32.960 00:58:39.070 Amber Lin: But this is updated which Denise.

658 00:58:40.430 00:58:41.380 JanieceGarcia: Anthony’s done.

659 00:58:42.510 00:58:43.140 Amber Lin: Yeah.

660 00:58:56.350 00:58:57.780 Amber Lin: Okay, yay.

661 00:58:59.160 00:59:02.110 Amber Lin: And then what?

662 00:59:02.960 00:59:08.355 Amber Lin: Joy asked. Collections. We don’t have billing information

663 00:59:11.060 00:59:17.780 Amber Lin: document outlines. Ask Asian blah, blah blah collection information customers, bad debt.

664 00:59:20.420 00:59:21.020 JanieceGarcia: What?

665 00:59:23.920 00:59:26.539 ShannonMartinez: She’s asking about the arm. Fee.

666 00:59:28.940 00:59:30.069 Amber Lin: We need a.

667 00:59:35.920 00:59:38.150 JanieceGarcia: But it says, Who do I put them in touch with.

668 00:59:38.560 00:59:49.659 ShannonMartinez: Yep. So this is where this, where we need the process for it to define that our Csrs will collect the past due balance plus the $15 arm fee.

669 00:59:50.330 00:59:55.850 ShannonMartinez: and then chat Gil to take them out of collection status

670 00:59:59.410 01:00:06.160 ShannonMartinez: when moving forward on the schedule, and if the customer is not trying to move forward on schedule and just paying the balance. We can just email collection.

671 01:00:07.836 01:00:10.660 Amber Lin: Where is that? Sop.

672 01:00:10.820 01:00:12.529 ShannonMartinez: Can you look for bad debt?

673 01:00:13.260 01:00:13.760 JanieceGarcia: And.

674 01:00:13.760 01:00:15.040 Amber Lin: There was none.

675 01:00:17.936 01:00:20.119 JanieceGarcia: Go back to collections, though.

676 01:00:21.070 01:00:24.049 JanieceGarcia: and that should have been part of billing.

677 01:00:24.610 01:00:30.110 Amber Lin: Yeah, if you had new sops for billing, I did not get them. I haven’t added them in.

678 01:00:30.510 01:00:33.510 JanieceGarcia: Oh, you know what we’re.

679 01:00:33.510 01:00:35.070 ShannonMartinez: The part that Yvette was working on.

680 01:00:35.070 01:00:45.775 JanieceGarcia: Yep, Winters on a yup but we should have at least right now if they are

681 01:00:47.200 01:00:49.880 JanieceGarcia: because it would be with our regular billing.

682 01:00:50.070 01:00:51.690 JanieceGarcia: Well, maybe not.

683 01:00:55.700 01:00:56.510 JanieceGarcia: Okay.

684 01:00:59.020 01:01:01.569 JanieceGarcia: Collection status, arm status.

685 01:01:18.920 01:01:19.650 JanieceGarcia: Okay?

686 01:01:24.020 01:01:25.000 Amber Lin: Is that?

687 01:01:32.320 01:01:34.810 Amber Lin: Do we have information for that?

688 01:01:36.370 01:01:37.960 Amber Lin: For her question.

689 01:01:41.180 01:01:43.069 JanieceGarcia: Which one is it?

690 01:01:43.640 01:01:44.175 Amber Lin: But

691 01:01:45.690 01:01:46.290 JanieceGarcia: No.

692 01:01:46.750 01:01:50.769 Amber Lin: Oh, okay, so we need to.

693 01:01:51.150 01:01:52.840 Amber Lin: We need to add them.

694 01:02:04.110 01:02:05.550 ShannonMartinez: That’s working on those.

695 01:02:05.990 01:02:06.520 JanieceGarcia: No.

696 01:02:06.520 01:02:06.940 Amber Lin: Hmm.

697 01:02:06.940 01:02:09.320 JanieceGarcia: What do we do about a live animal.

698 01:02:13.740 01:02:14.229 ShannonMartinez: Yeah.

699 01:02:15.650 01:02:17.160 Amber Lin: Yay, so that’s done.

700 01:02:17.160 01:02:17.700 ShannonMartinez: Yes.

701 01:02:18.190 01:02:18.830 JanieceGarcia: Yep.

702 01:02:20.220 01:02:25.777 JanieceGarcia: Come through the last time, though. That was whenever we had found out about the 301. Right?

703 01:02:26.670 01:02:27.340 JanieceGarcia: Okay.

704 01:02:32.770 01:02:35.370 Amber Lin: So we updated that, that’s good.

705 01:02:36.028 01:02:40.640 Amber Lin: You guys, do you guys have to go? I think we’re we’re at time for today.

706 01:02:41.240 01:02:42.949 JanieceGarcia: Yes, so I can get back to.

707 01:02:42.950 01:02:48.729 Amber Lin: Okay, yeah, that’s okay. We already went through. Yeah, I’ll see you all on Wednesday.

708 01:02:49.950 01:02:52.010 JanieceGarcia: Thank you. Bye, guys.

709 01:02:52.340 01:02:52.980 Amber Lin: I.