Meeting Title: Central Doc Updates Sync Date: 2025-07-21 Meeting participants: JanieceGarcia, read.ai meeting notes, Amber Lin
WEBVTT
1 00:03:24.600 ⇒ 00:03:25.780 Amber Lin: Hi Denise.
2 00:03:26.310 ⇒ 00:03:27.980 JanieceGarcia: Hi! Amber! How are you?
3 00:03:28.290 ⇒ 00:03:31.299 Amber Lin: I am. I have so many meetings.
4 00:03:31.805 ⇒ 00:03:36.154 Amber Lin: It’s Monday. I know you feel my pain, too. I’m like
5 00:03:36.670 ⇒ 00:03:44.469 Amber Lin: I I have, I think, among my 8 h work day, 6 h are just pure meetings. So I have like
6 00:03:46.870 ⇒ 00:03:50.120 Amber Lin: Oh, my goodness, what about you? How are you doing.
7 00:03:50.120 ⇒ 00:03:55.029 JanieceGarcia: I’m good. I’m good we’re all getting settled here in the new office, so I have.
8 00:03:55.030 ⇒ 00:03:55.960 Amber Lin: Exciting.
9 00:03:55.960 ⇒ 00:04:01.630 JanieceGarcia: Most of the Csr’s sitting back here and stuff with me. So okay, it’s really exciting.
10 00:04:01.630 ⇒ 00:04:08.470 Amber Lin: Yay, is it all Csrs moving to the new San Antonio Office Department?
11 00:04:09.480 ⇒ 00:04:12.300 JanieceGarcia: Yeah. Well, we had to move out of our old office and.
12 00:04:12.300 ⇒ 00:04:14.050 Amber Lin: Oh!
13 00:04:14.050 ⇒ 00:04:16.610 JanieceGarcia: They’re all starting to come over here.
14 00:04:16.610 ⇒ 00:04:17.670 Amber Lin: Ow.
15 00:04:17.670 ⇒ 00:04:20.360 JanieceGarcia: But not everybody’s over here yet, but.
16 00:04:20.360 ⇒ 00:04:24.370 Amber Lin: Oh, for the most part very cool.
17 00:04:24.830 ⇒ 00:04:32.130 Amber Lin: I met with Yvet today, and then I also met with mechanical. So we’re getting started there. So also very.
18 00:04:32.130 ⇒ 00:04:32.660 JanieceGarcia: Excited.
19 00:04:32.660 ⇒ 00:04:34.840 Amber Lin: Okay, that’s exciting.
20 00:04:34.840 ⇒ 00:04:35.350 Amber Lin: Yeah.
21 00:04:35.350 ⇒ 00:04:36.100 JanieceGarcia: Cool.
22 00:04:36.330 ⇒ 00:04:42.160 JanieceGarcia: Yeah, I’m gonna make a central doc for them. I was just working on that before I joined nice.
23 00:04:42.160 ⇒ 00:04:45.250 Amber Lin: Yeah, okay.
24 00:04:45.250 ⇒ 00:04:49.569 JanieceGarcia: And I don’t know if Shannon’s gonna be in, because she’s on Pto.
25 00:04:49.850 ⇒ 00:04:59.770 Amber Lin: Okay, that’s okay. I think probably we’ll do 45 min. Today. I just want to go through all of the feedback change what we can change
26 00:05:01.330 ⇒ 00:05:05.110 Amber Lin: and then I mean Wednesday we’ll meet with the Csrs again.
27 00:05:05.320 ⇒ 00:05:05.890 JanieceGarcia: Yeah.
28 00:05:06.470 ⇒ 00:05:12.379 Amber Lin: Sounds good let me share screen and look at that.
29 00:05:12.380 ⇒ 00:05:19.699 JanieceGarcia: We can get through that pretty quick, and then I do have zip codes and inspector to update.
30 00:05:19.700 ⇒ 00:05:20.530 Amber Lin: Oh!
31 00:05:20.530 ⇒ 00:05:27.150 JanieceGarcia: So I’d like to go through that again, cause I was gonna do it. But then I was looking at the tabs on the bottom, and I was like, Oh, which one do I use?
32 00:05:27.150 ⇒ 00:05:30.169 Amber Lin: Oh, I see, and all of that so
33 00:05:30.170 ⇒ 00:05:35.230 Amber Lin: makes sense. Let’s let’s do that first, st and then let me let me send in.
34 00:05:36.021 ⇒ 00:05:42.890 Amber Lin: I think we can probably delete all of these, because these are just we copied them over from
35 00:05:43.040 ⇒ 00:05:48.989 Amber Lin: your sheet. I think all of them should be okay. I’m just gonna hide these tables.
36 00:05:49.240 ⇒ 00:05:51.370 Amber Lin: So it’s less confusing.
37 00:05:54.220 ⇒ 00:05:56.639 Amber Lin: I’ll hide these as well.
38 00:05:57.200 ⇒ 00:05:58.790 Amber Lin: So
39 00:06:03.960 ⇒ 00:06:04.780 Amber Lin: okay.
40 00:06:05.310 ⇒ 00:06:08.080 JanieceGarcia: I’m gonna move you to another screen. So.
41 00:06:08.080 ⇒ 00:06:09.470 Amber Lin: Hmm, okay.
42 00:06:10.290 ⇒ 00:06:12.260 JanieceGarcia: Whoops. Well, I thought I was there. We go.
43 00:06:12.840 ⇒ 00:06:18.150 Amber Lin: Okay, I think this this should be cleaner. So we’re right. Now, we’re what are we updating.
44 00:06:19.140 ⇒ 00:06:28.300 JanieceGarcia: So the master inspector Sheet, all right. Let me get back over
45 00:06:29.910 ⇒ 00:06:38.990 JanieceGarcia: alright. So it is going to be, where is it?
46 00:06:41.290 ⇒ 00:06:42.120 JanieceGarcia: Okay?
47 00:06:42.410 ⇒ 00:06:43.300 JanieceGarcia: So.
48 00:06:44.140 ⇒ 00:06:49.239 JanieceGarcia: We’re going to add an inspector, Jesse Boyer, for Tree leads.
49 00:06:49.240 ⇒ 00:06:54.850 Amber Lin: Hmm commercial and residential.
50 00:06:56.610 ⇒ 00:06:57.940 JanieceGarcia: Oh!
51 00:07:00.040 ⇒ 00:07:03.019 Amber Lin: We have commercial tree and residential tree.
52 00:07:06.090 ⇒ 00:07:09.350 JanieceGarcia: He’s gonna be resident, potential.
53 00:07:09.470 ⇒ 00:07:11.919 Amber Lin: Okay is that for all areas.
54 00:07:12.710 ⇒ 00:07:16.790 JanieceGarcia: I. I have the Zip code. So we have certain zip codes he’s gonna be working with.
55 00:07:16.790 ⇒ 00:07:22.690 Amber Lin: Oh, okay, yeah, let me. Can you share that with me? So I can just should appear.
56 00:07:23.560 ⇒ 00:07:24.450 Amber Lin: You can.
57 00:07:24.450 ⇒ 00:07:25.859 JanieceGarcia: It’s an email. Oh, okay.
58 00:07:26.100 ⇒ 00:07:29.980 Amber Lin: You can send the email to me or to the brain forge account. Both works.
59 00:07:30.220 ⇒ 00:07:43.620 JanieceGarcia: I sent it to you, and then the last 2 is what we’re gonna look at from Patricia, where it says Yvette and Janice. Could we have the Inspector, Zip codes updated to reflect? Jesse Boyer for the below? Zip codes.
60 00:07:44.290 ⇒ 00:07:48.510 Amber Lin: Wait, where is where is that gonna be?
61 00:07:48.860 ⇒ 00:07:50.620 JanieceGarcia: I just emailed it to you.
62 00:07:50.620 ⇒ 00:07:53.589 Amber Lin: Okay, let me check that one. There we go.
63 00:07:54.100 ⇒ 00:07:58.680 JanieceGarcia: Okay, see right there the that email right there, that one.
64 00:07:59.041 ⇒ 00:08:03.350 Amber Lin: So we’ll add all of these zip codes.
65 00:08:05.079 ⇒ 00:08:12.150 Amber Lin: Let’s see if we can search for that. Let’s see here.
66 00:08:12.450 ⇒ 00:08:14.300 JanieceGarcia: I know if we’re able to search for all of them.
67 00:08:15.865 ⇒ 00:08:21.757 Amber Lin: okay, so are these for a specific region, or are they?
68 00:08:22.170 ⇒ 00:08:23.160 JanieceGarcia: Gonna be mainly right.
69 00:08:23.160 ⇒ 00:08:23.740 JanieceGarcia: 10.
70 00:08:24.140 ⇒ 00:08:24.920 Amber Lin: Okay.
71 00:08:27.270 ⇒ 00:08:28.299 JanieceGarcia: Yeah.
72 00:08:32.980 ⇒ 00:08:34.480 JanieceGarcia: Oh, David.
73 00:08:39.740 ⇒ 00:08:41.540 Amber Lin: How do I?
74 00:08:42.299 ⇒ 00:08:44.040 Amber Lin: Okay, let me.
75 00:08:45.140 ⇒ 00:08:48.010 JanieceGarcia: Find a way to do that.
76 00:08:48.740 ⇒ 00:08:51.260 Amber Lin: So filter!
77 00:08:52.600 ⇒ 00:08:53.300 Amber Lin: Oh, wait!
78 00:08:54.370 ⇒ 00:08:57.990 JanieceGarcia: Filtering is gonna be under data, right or format.
79 00:08:58.908 ⇒ 00:09:05.650 Amber Lin: I think we filtered by Austin. Is that all of the let me?
80 00:09:07.020 ⇒ 00:09:08.940 Amber Lin: They’re right next to here.
81 00:09:13.110 ⇒ 00:09:16.900 Amber Lin: So that is for these zip codes.
82 00:09:17.800 ⇒ 00:09:18.770 Amber Lin: Okay?
83 00:09:19.440 ⇒ 00:09:22.760 Amber Lin: Oh dear, this is.
84 00:09:22.760 ⇒ 00:09:23.230 JanieceGarcia: Credit.
85 00:09:23.230 ⇒ 00:09:33.919 Amber Lin: 40 feet. I feel like typing it one by one is not the best way to go. Let me see if there’s a way.
86 00:09:34.470 ⇒ 00:09:36.319 Amber Lin: okay, actually, I know.
87 00:09:36.320 ⇒ 00:09:37.740 JanieceGarcia: Adding them.
88 00:09:38.210 ⇒ 00:09:41.570 Amber Lin: I know what to do. So let me copy these.
89 00:10:09.710 ⇒ 00:10:10.889 Amber Lin: Okay, great.
90 00:10:14.450 ⇒ 00:10:23.589 Amber Lin: Sorry. I think I will note this and see if I can make it easier somehow
91 00:10:24.060 ⇒ 00:10:29.700 Amber Lin: for you guys to update it as well, because this is this is quite a feat to.
92 00:10:29.700 ⇒ 00:10:30.270 JanieceGarcia: Okay?
93 00:10:30.360 ⇒ 00:10:31.200 JanieceGarcia: And then
94 00:10:31.200 ⇒ 00:10:35.610 JanieceGarcia: I’m even noticing that there’s not a Zip code in here by typing them in one by one.
95 00:10:35.610 ⇒ 00:10:36.220 Amber Lin: Oh!
96 00:10:36.900 ⇒ 00:10:39.070 JanieceGarcia: I’m not finding a Zip code.
97 00:10:39.070 ⇒ 00:10:42.580 Amber Lin: Yeah, sometimes they just it just doesn’t exist.
98 00:10:44.660 ⇒ 00:10:52.469 Amber Lin: Okay? So we will say, that’s for slide. Oh.
99 00:10:52.640 ⇒ 00:10:58.959 Amber Lin: so it’s only for residential tree, right?
100 00:11:00.180 ⇒ 00:11:02.879 Amber Lin: Okay, let me copy that.
101 00:11:09.330 ⇒ 00:11:12.769 Amber Lin: And the name is Jesse Boyer.
102 00:11:12.770 ⇒ 00:11:13.380 JanieceGarcia: Year.
103 00:11:14.440 ⇒ 00:11:19.240 Amber Lin: Is there anything anyone else that was doing that before.
104 00:11:22.100 ⇒ 00:11:25.049 JanieceGarcia: It was probably Brad.
105 00:11:25.390 ⇒ 00:11:28.669 Amber Lin: Are we replacing Brad, or just adding, Jesse.
106 00:11:28.670 ⇒ 00:11:31.629 JanieceGarcia: We’re adding Jesse. So Brad doesn’t have it all by himself.
107 00:11:31.840 ⇒ 00:11:36.369 Amber Lin: Oh, okay, so let’s see.
108 00:11:42.140 ⇒ 00:11:44.130 Amber Lin: Let me see if there’s.
109 00:11:46.390 ⇒ 00:11:51.330 JanieceGarcia: And I don’t even see that we have any other there. That’s for San Antonio, though.
110 00:11:59.630 ⇒ 00:12:02.449 Amber Lin: Let me try and figure that out.
111 00:12:02.450 ⇒ 00:12:04.089 JanieceGarcia: That we have any of our.
112 00:12:04.740 ⇒ 00:12:06.610 JanieceGarcia: Guys on here for Austin at all.
113 00:12:06.610 ⇒ 00:12:09.660 Amber Lin: - I wasn’t able to see any.
114 00:12:10.550 ⇒ 00:12:17.660 JanieceGarcia: Like, we have college station. We have corpus. We have San Antonio, but we don’t have archery guys.
115 00:12:20.730 ⇒ 00:12:21.990 Amber Lin: Okay.
116 00:12:49.090 ⇒ 00:12:52.059 Amber Lin: Was there a tree before.
117 00:12:52.735 ⇒ 00:12:55.310 JanieceGarcia: Wondering why that’s not there.
118 00:12:55.640 ⇒ 00:12:57.120 JanieceGarcia: It was a tree tab.
119 00:12:59.080 ⇒ 00:13:08.300 Amber Lin: Oh, oh, okay, let’s go check that residential tree.
120 00:13:10.190 ⇒ 00:13:11.400 Amber Lin: Alright
121 00:13:18.350 ⇒ 00:13:19.691 JanieceGarcia: See that one right there
122 00:13:23.310 ⇒ 00:13:24.110 Amber Lin: Okay.
123 00:13:26.200 ⇒ 00:13:30.760 Amber Lin: Because there was no, I don’t know if this was something, for
124 00:13:32.230 ⇒ 00:13:37.650 Amber Lin: Jonathan was covering only commercial, for Austin.
125 00:13:38.100 ⇒ 00:13:43.409 Amber Lin: Brad was covering Austin East and Austin North.
126 00:13:44.320 ⇒ 00:13:48.369 Amber Lin: Let’s see why that’s not there.
127 00:13:52.870 ⇒ 00:13:53.740 Amber Lin: Huh?
128 00:14:00.850 ⇒ 00:14:04.470 Amber Lin: Hmm, okay.
129 00:14:06.780 ⇒ 00:14:10.720 Amber Lin: Feel like this. Spreadsheet is not complete
130 00:14:11.110 ⇒ 00:14:14.210 Amber Lin: cause I don’t know why we’re not seeing.
131 00:14:16.260 ⇒ 00:14:19.579 Amber Lin: Okay, let me document this issue and then
132 00:14:20.362 ⇒ 00:14:26.109 Amber Lin: and then I’ll ask the team to get it in. That’s branded.
133 00:14:26.110 ⇒ 00:14:27.640 Amber Lin: And then we can update that.
134 00:14:27.710 ⇒ 00:14:28.720 Amber Lin: Yeah.
135 00:14:28.720 ⇒ 00:14:29.540 Amber Lin: After that.
136 00:14:29.540 ⇒ 00:14:34.290 Amber Lin: Yeah, let’s see, I feel like, hmm.
137 00:14:36.550 ⇒ 00:14:41.011 Amber Lin: yeah, let me check with Casey because he helped put this together as well.
138 00:14:41.630 ⇒ 00:14:42.030 JanieceGarcia: Okay.
139 00:14:42.030 ⇒ 00:14:44.399 Amber Lin: But we’ll make sure that we add.
140 00:14:45.560 ⇒ 00:14:48.100 Amber Lin: Okay, we’ll add those names, too.
141 00:14:48.930 ⇒ 00:14:49.580 JanieceGarcia: Okay.
142 00:14:58.170 ⇒ 00:15:03.069 Amber Lin: Alright copying these over.
143 00:15:06.700 ⇒ 00:15:07.440 Amber Lin: Yeah.
144 00:15:12.740 ⇒ 00:15:13.430 Amber Lin: hmm.
145 00:15:17.170 ⇒ 00:15:18.560 JanieceGarcia: Hold on one second any more.
146 00:15:18.740 ⇒ 00:15:19.660 JanieceGarcia: Hi, Dottie.
147 00:15:22.940 ⇒ 00:15:24.000 JanieceGarcia: yeah, they do.
148 00:15:28.801 ⇒ 00:15:32.310 JanieceGarcia: You’ll when you walk into the door.
149 00:15:32.740 ⇒ 00:15:35.975 JanieceGarcia: come around through the huge glass tech area.
150 00:15:36.610 ⇒ 00:15:42.320 JanieceGarcia: and then we’re we’re off the hallway right behind the huge glass tech room.
151 00:15:47.530 ⇒ 00:15:48.503 JanieceGarcia: Okay, bye.
152 00:15:54.880 ⇒ 00:15:58.960 Amber Lin: Huh! I don’t know if we have commercial residential
153 00:15:59.270 ⇒ 00:16:01.430 Amber Lin: tree for a lot of these.
154 00:16:03.570 ⇒ 00:16:11.760 JanieceGarcia: Commercial? Probably not. But residential, is what really worried about.
155 00:16:18.650 ⇒ 00:16:22.680 Amber Lin: Oh, training.
156 00:16:28.380 ⇒ 00:16:29.290 JanieceGarcia: Hey, Dottie?
157 00:16:32.720 ⇒ 00:16:33.410 JanieceGarcia: Hey!
158 00:16:35.220 ⇒ 00:16:38.979 JanieceGarcia: That’s cute. We need to have Levi take off the other one. They still put it up there.
159 00:16:53.600 ⇒ 00:16:58.170 JanieceGarcia: Our teams are coming and moving stuff in exciting.
160 00:16:58.550 ⇒ 00:16:59.959 Amber Lin: It is very exciting.
161 00:17:01.005 ⇒ 00:17:02.910 Amber Lin: Let me see.
162 00:17:03.620 ⇒ 00:17:11.080 Amber Lin: feel like we. I’ll I’ll go edit this. I just kinda wanna solve it now, but I don’t think I will be able to do that. So
163 00:17:11.460 ⇒ 00:17:15.170 Amber Lin: gonna take a break from that, and we can look at the central dock.
164 00:17:19.000 ⇒ 00:17:23.520 Amber Lin: Think I’ll take a look at pulls feedback.
165 00:17:25.045 ⇒ 00:17:29.350 Amber Lin: Put a ticket to update the inspector.
166 00:17:43.340 ⇒ 00:17:44.050 Amber Lin: Okay?
167 00:17:45.980 ⇒ 00:17:46.990 Amber Lin: Oh.
168 00:18:06.110 ⇒ 00:18:07.680 Amber Lin: so.
169 00:18:13.320 ⇒ 00:18:19.240 Amber Lin: Oh, I’m not sharing my screen. Never mind. Let me let me share my screen so we can look at it together.
170 00:18:26.270 ⇒ 00:18:32.359 Amber Lin: So how long should a customer wait for a product to dry.
171 00:18:34.230 ⇒ 00:18:35.230 JanieceGarcia: Hmm.
172 00:18:35.230 ⇒ 00:18:38.180 Amber Lin: Don’t have information. Essential talk about that.
173 00:18:38.440 ⇒ 00:18:46.149 JanieceGarcia: No, and we’re not even supposed to be putting anything like that. So I wonder, under like processes.
174 00:18:47.170 ⇒ 00:18:47.800 Amber Lin: Hmm.
175 00:18:49.420 ⇒ 00:19:04.300 JanieceGarcia: Well, actually hold on, please, because of flea and take treatment. Protocol. Hmm, what happened there?
176 00:19:06.740 ⇒ 00:19:08.530 JanieceGarcia: Because we do have
177 00:19:11.850 ⇒ 00:19:12.940 JanieceGarcia: all that.
178 00:19:26.430 ⇒ 00:19:27.880 JanieceGarcia: Those are some of the areas.
179 00:19:28.850 ⇒ 00:19:30.499 JanieceGarcia: I wanna see.
180 00:19:34.370 ⇒ 00:19:36.790 JanieceGarcia: Yup, Nope, we don’t have anything in here.
181 00:19:39.260 ⇒ 00:19:41.660 Amber Lin: Okay, what’s the product about.
182 00:19:44.080 ⇒ 00:19:52.081 JanieceGarcia: Well, they’re asking customers asking, how long should should they wait before they actually go inside their home?
183 00:19:53.290 ⇒ 00:19:59.680 JanieceGarcia: and flea and tick treatments? Which is why I was looking for that, because flea and tick treatment.
184 00:19:59.810 ⇒ 00:20:07.000 JanieceGarcia: that’s gonna be where it matters and we had an FAQ for fully intake. So
185 00:20:07.260 ⇒ 00:20:09.909 JanieceGarcia: kind of curious on where this FAQ. Went.
186 00:20:10.680 ⇒ 00:20:16.070 Amber Lin: Okay, let’s see, let’s go into treatment protocol.
187 00:20:16.220 ⇒ 00:20:19.390 Amber Lin: So that would be under.
188 00:20:21.580 ⇒ 00:20:23.269 Amber Lin: Let’s go here.
189 00:20:26.280 ⇒ 00:20:27.330 JanieceGarcia: Okay, let’s
190 00:20:30.350 ⇒ 00:20:35.739 JanieceGarcia: see right there. Do they need to wait 3 to 4 h before before returning?
191 00:20:36.470 ⇒ 00:20:39.410 JanieceGarcia: If there are no carpets, then to dry.
192 00:20:42.350 ⇒ 00:20:44.600 JanieceGarcia: And see. The time varies case by case.
193 00:20:51.120 ⇒ 00:20:54.209 Amber Lin: So does that answer the question we’re looking at here.
194 00:20:54.780 ⇒ 00:20:57.879 Amber Lin: It’s how long should the customer wait for product to try.
195 00:20:58.800 ⇒ 00:21:01.009 JanieceGarcia: It’s it is a case by case basis.
196 00:21:01.300 ⇒ 00:21:03.510 Amber Lin: Okay, let’s say.
197 00:21:04.870 ⇒ 00:21:07.640 JanieceGarcia: So how do we make that? Yeah.
198 00:21:09.390 ⇒ 00:21:11.749 Amber Lin: Does customer judge that? Or do we judge that.
199 00:21:12.860 ⇒ 00:21:16.300 JanieceGarcia: The customer would need to judge that because truthfully.
200 00:21:16.570 ⇒ 00:21:21.519 JanieceGarcia: we shouldn’t even be telling them any specific times, because that would
201 00:21:23.100 ⇒ 00:21:24.890 JanieceGarcia: that could get us in trouble.
202 00:21:26.357 ⇒ 00:21:34.120 JanieceGarcia: And with doing that where it says so the time varies case by case you can take that out, since you said
203 00:21:34.290 ⇒ 00:21:42.139 JanieceGarcia: the customers would judge this on a case by case basis. Customers can perform a napkin and tissue test to check the dryness
204 00:21:44.280 ⇒ 00:21:50.009 JanieceGarcia: and then note to Csrs. We should not be giving a guaranteed time.
205 00:22:07.890 ⇒ 00:22:15.800 Amber Lin: Okay, so do we need to change this question.
206 00:22:18.860 ⇒ 00:22:23.660 JanieceGarcia: I would say, Yes, and just maybe put that question as
207 00:22:23.810 ⇒ 00:22:27.000 JanieceGarcia: exactly like, she said, how long do the customers need to wait?
208 00:22:27.110 ⇒ 00:22:28.380 JanieceGarcia: Product to dry.
209 00:22:34.760 ⇒ 00:22:37.680 Amber Lin: Say related question.
210 00:22:48.400 ⇒ 00:22:53.870 Amber Lin: and this applies to termite and.
211 00:22:56.399 ⇒ 00:23:03.190 JanieceGarcia: It wouldn’t apply to termite because termites on a wet treatment. It would apply for Gpc. And flea and tick.
212 00:23:10.920 ⇒ 00:23:11.969 Amber Lin: Yeah, I think.
213 00:23:12.510 ⇒ 00:23:32.829 Amber Lin: I’m asking the team, because we recently just changed the approach. We get the answers, because before we’re before the approach was taking a long time. But right now I don’t think it immediately updates Andy. So I’m gonna check right now. If Andy can answer this, if not, it’s just probably it’s just because we haven’t
214 00:23:33.837 ⇒ 00:23:39.020 Amber Lin: Andy still has doesn’t have knowledge to that. So I’ll make sure the team can go check that.
215 00:23:39.020 ⇒ 00:23:39.740 JanieceGarcia: Progress.
216 00:23:39.890 ⇒ 00:23:55.039 JanieceGarcia: Yeah, some were not told that they weren’t supposed to be so. Tim has come in. He’s actually hardwired everybody in now. Sorry amber one second. He’s hardwired everyone in in this room. But it’s it’s still not 100% like I just got hardwired in.
217 00:23:55.640 ⇒ 00:24:00.040 JanieceGarcia: So I’m gonna wait until you that says, Bring everybody in.
218 00:24:01.050 ⇒ 00:24:03.210 JanieceGarcia: and I’ll have your thing moved by Levi today.
219 00:24:04.110 ⇒ 00:24:05.830 JanieceGarcia: You’re welcome. Bye, Dotty.
220 00:24:14.760 ⇒ 00:24:15.370 Amber Lin: Hmm!
221 00:24:16.730 ⇒ 00:24:21.860 Amber Lin: So I’ll mark that. As in testing.
222 00:24:22.330 ⇒ 00:24:23.250 JanieceGarcia: 2, 1.
223 00:24:23.250 ⇒ 00:24:29.230 Amber Lin: So this is service information. Do we cover germ bugs?
224 00:24:31.740 ⇒ 00:24:32.310 JanieceGarcia: No.
225 00:24:34.260 ⇒ 00:24:34.910 JanieceGarcia: But.
226 00:24:34.910 ⇒ 00:24:40.500 Amber Lin: As in like. Is it a special thing we cover, or it’s not word.
227 00:24:40.790 ⇒ 00:24:48.929 JanieceGarcia: Junebugs actually do not survive. They only live about 24 h, so there’s no reason to have a treatment.
228 00:24:49.740 ⇒ 00:24:50.800 Amber Lin: I see!
229 00:24:50.800 ⇒ 00:24:53.209 JanieceGarcia: Their life cycle is very, very small.
230 00:24:53.400 ⇒ 00:25:00.980 Amber Lin: So we what we say not covered under General Rodent, if they really want a treatment.
231 00:25:01.720 ⇒ 00:25:04.609 JanieceGarcia: No, it’s not under General Rodent. It’s.
232 00:25:04.820 ⇒ 00:25:06.150 Amber Lin: Oh, sorry! And the press.
233 00:25:06.150 ⇒ 00:25:07.200 JanieceGarcia: Yeah.
234 00:25:07.530 ⇒ 00:25:09.269 Amber Lin: So I’ll say Here.
235 00:25:09.270 ⇒ 00:25:10.080 JanieceGarcia: Yep. June Buddy.
236 00:25:10.080 ⇒ 00:25:14.250 Amber Lin: Note, short, life.
237 00:25:14.250 ⇒ 00:25:14.730 JanieceGarcia: Man.
238 00:25:14.730 ⇒ 00:25:23.759 Amber Lin: A very short lives span do not need 3.
239 00:25:24.270 ⇒ 00:25:25.180 Amber Lin: Right?
240 00:25:26.410 ⇒ 00:25:34.020 Amber Lin: Okay? So I’ll say that is, ready for testing.
241 00:25:34.350 ⇒ 00:25:38.300 Amber Lin: How long should a decom be scheduled for.
242 00:25:43.430 ⇒ 00:25:45.340 JanieceGarcia: That we should have in there already.
243 00:25:45.500 ⇒ 00:25:46.780 Amber Lin: What’s a decon?
244 00:25:47.900 ⇒ 00:25:50.809 Amber Lin: Oh, I think I need to
245 00:25:51.090 ⇒ 00:25:55.090 Amber Lin: update the acronyms cause I didn’t know what that was.
246 00:26:11.300 ⇒ 00:26:12.610 Amber Lin: Okay.
247 00:26:13.280 ⇒ 00:26:18.139 Amber Lin: So back here is this correct.
248 00:26:18.680 ⇒ 00:26:21.779 Amber Lin: central, Doc said. 1.5 h.
249 00:26:29.830 ⇒ 00:26:34.590 Amber Lin: Janice, is it? Is it 1.5 h correct for.
250 00:26:34.590 ⇒ 00:26:39.220 JanieceGarcia: I thought we only did a decon for 1 h, so I’m double checking.
251 00:26:39.220 ⇒ 00:26:39.810 Amber Lin: Hmm.
252 00:26:40.330 ⇒ 00:26:41.620 JanieceGarcia: In the central dock.
253 00:26:51.680 ⇒ 00:26:59.250 JanieceGarcia: Oh, that’s the abbreviation. I want that I need the actual deal.
254 00:27:01.510 ⇒ 00:27:02.060 Amber Lin: Hmm.
255 00:27:02.530 ⇒ 00:27:04.500 JanieceGarcia: No, I guess it is one and a half hours. Yeah.
256 00:27:05.240 ⇒ 00:27:05.969 JanieceGarcia: And it’s in there.
257 00:27:06.990 ⇒ 00:27:13.657 Amber Lin: Where? I’ll I’ll put a note. Okay, it does. Say, here,
258 00:27:16.610 ⇒ 00:27:18.409 JanieceGarcia: So it just wasn’t coming up, I guess.
259 00:27:18.410 ⇒ 00:27:23.100 Amber Lin: I think it was because it was we said Decon and Annie has no clue. What that means.
260 00:27:27.060 ⇒ 00:27:34.200 Amber Lin: Abbreviation issue. Okay, I’ll put it in testing what is the difference? Price wise
261 00:27:35.630 ⇒ 00:27:40.010 Amber Lin: by monthly versus quarterly price. Difference.
262 00:27:40.330 ⇒ 00:27:45.179 JanieceGarcia: There is no price difference annually. There is no price, difference.
263 00:27:48.920 ⇒ 00:27:53.259 Amber Lin: What about bi-monthly or quarterly like? What does she mean?
264 00:27:56.510 ⇒ 00:27:59.169 JanieceGarcia: I wanna ask Cynthia, because
265 00:27:59.640 ⇒ 00:28:04.230 JanieceGarcia: it would be helpful for agents to have the information on what the price difference
266 00:28:04.420 ⇒ 00:28:12.249 JanieceGarcia: and how to calculate it would be for going to bi-monthly or quarterly vice versa, because we don’t just offer that
267 00:28:13.470 ⇒ 00:28:15.389 JanieceGarcia: we should not be offering that.
268 00:28:15.760 ⇒ 00:28:18.839 JanieceGarcia: So that’s actually something I’d like to get with her about.
269 00:28:19.150 ⇒ 00:28:20.959 Amber Lin: Hmm, do you? You can put in there.
270 00:28:20.960 ⇒ 00:28:27.049 JanieceGarcia: We should not. Yes, we’ll put in there, saying we should not offer
271 00:28:30.120 ⇒ 00:28:32.459 JanieceGarcia: bi-monthly to quarterly.
272 00:28:35.630 ⇒ 00:28:40.899 JanieceGarcia: and then we also can note in there the price annually does not change.
273 00:28:44.620 ⇒ 00:28:47.739 Amber Lin: Where would this? Where would I put this in the Central Doc?
274 00:28:49.100 ⇒ 00:28:50.150 JanieceGarcia: What did that.
275 00:28:52.030 ⇒ 00:28:53.399 Amber Lin: Where would that be?
276 00:28:54.620 ⇒ 00:29:01.660 Amber Lin: It’d be under like account, or billing or service information.
277 00:29:01.660 ⇒ 00:29:03.950 JanieceGarcia: Say billing for sure.
278 00:29:05.605 ⇒ 00:29:07.260 Amber Lin: Billing.
279 00:29:07.740 ⇒ 00:29:15.000 Amber Lin: Where under billing would that be payments.
280 00:29:15.850 ⇒ 00:29:17.940 JanieceGarcia: No, because
281 00:29:21.170 ⇒ 00:29:25.279 JanieceGarcia: that’s where I’m kinda like, what would we do? Because
282 00:29:29.200 ⇒ 00:29:36.330 JanieceGarcia: where do we have? I know we have something in here if a customer. Whoops.
283 00:29:36.520 ⇒ 00:29:38.790 JanieceGarcia: Oh, jeez customer!
284 00:29:39.790 ⇒ 00:29:46.850 JanieceGarcia: Well, that’s okay. That’s switching from Ken free to Apc.
285 00:29:47.040 ⇒ 00:29:50.499 JanieceGarcia: But what about switching from quarterly?
286 00:29:54.280 ⇒ 00:29:54.980 JanieceGarcia: Nope.
287 00:29:56.440 ⇒ 00:30:01.389 Amber Lin: Offers would it be in? Say, set cause we don’t set prices.
288 00:30:03.400 ⇒ 00:30:13.399 Amber Lin: When would that type of question come up? Would it be when someone’s dealing, dealing with a new account, when it’s creating a new account or
289 00:30:13.690 ⇒ 00:30:15.569 Amber Lin: creating new programs.
290 00:30:15.570 ⇒ 00:30:17.629 JanieceGarcia: It would be kind of to save them.
291 00:30:18.000 ⇒ 00:30:18.930 Amber Lin: Oh!
292 00:30:20.130 ⇒ 00:30:25.239 JanieceGarcia: But but saving them, it would actually make their price go up.
293 00:30:25.400 ⇒ 00:30:28.980 JanieceGarcia: or their price wouldn’t change at all if they’re on auto charge.
294 00:30:31.500 ⇒ 00:30:32.370 Amber Lin: Huh!
295 00:30:37.320 ⇒ 00:30:40.959 JanieceGarcia: And that is because the customers.
296 00:30:41.760 ⇒ 00:30:46.780 JanieceGarcia: if they’re on auto charge, if they pay monthly for their service.
297 00:30:47.220 ⇒ 00:30:51.749 JanieceGarcia: then going from Eom to Quarterly is not going to do anything to their payment.
298 00:30:52.490 ⇒ 00:30:57.380 JanieceGarcia: and if they pay as rendered, then
299 00:30:57.870 ⇒ 00:31:05.019 JanieceGarcia: their payments actually gonna go up, because now, instead of them paying 6 times a year. They’re gonna be paying 4 times a year. Does that make sense.
300 00:31:05.570 ⇒ 00:31:09.130 Amber Lin: I see, so that would be like pay schedules.
301 00:31:09.400 ⇒ 00:31:10.090 JanieceGarcia: Yes.
302 00:31:10.260 ⇒ 00:31:13.040 Amber Lin: Okay, let’s put it under pay schedules.
303 00:31:15.600 ⇒ 00:31:24.409 Amber Lin: So what should we say? We do not offer bi-monthly or quarterly pay schedules
304 00:31:25.700 ⇒ 00:31:28.450 Amber Lin: do not offer or should not offer. What’s the difference? There.
305 00:31:28.450 ⇒ 00:31:35.760 JanieceGarcia: We should not offer, we should not offer 2 quarterly.
306 00:31:37.690 ⇒ 00:31:38.940 JanieceGarcia: How do you say that?
307 00:31:39.230 ⇒ 00:31:45.489 JanieceGarcia: Because all of our customers that we sell they’re all going to be every other month. Anyway, they’re all going to be eom services.
308 00:31:46.800 ⇒ 00:31:48.940 Amber Lin: Every other month.
309 00:31:50.273 ⇒ 00:31:53.940 Amber Lin: The default for customers is.
310 00:31:54.640 ⇒ 00:31:55.400 JanieceGarcia: EOM.
311 00:31:55.900 ⇒ 00:31:58.350 Amber Lin: Have 3 other months.
312 00:32:02.130 ⇒ 00:32:06.770 JanieceGarcia: And then I guess we could go into. If a customer is wanting, to switch.
313 00:32:12.350 ⇒ 00:32:14.300 Amber Lin: Switch to bi-monthly.
314 00:32:14.780 ⇒ 00:32:16.660 JanieceGarcia: No switch to quarterly.
315 00:32:23.140 ⇒ 00:32:24.459 Amber Lin: What do we say?
316 00:32:24.870 ⇒ 00:32:28.520 Amber Lin: We should not offer it. What is it? What are we gonna do.
317 00:32:28.750 ⇒ 00:32:31.380 JanieceGarcia: We would let them know.
318 00:32:33.342 ⇒ 00:32:39.780 JanieceGarcia: How can we word this? We would let. We would let the customer know. I guess we would let the customer know
319 00:32:40.120 ⇒ 00:32:48.550 JanieceGarcia: that the annual premium does not change
320 00:32:53.880 ⇒ 00:32:55.230 Amber Lin: Is it possible?
321 00:32:57.240 ⇒ 00:32:59.859 JanieceGarcia: It’s possible, but the price won’t ever change.
322 00:33:03.260 ⇒ 00:33:05.870 Amber Lin: That it’s hot.
323 00:33:06.000 ⇒ 00:33:09.060 Amber Lin: Cool, however.
324 00:33:12.850 ⇒ 00:33:18.210 Amber Lin: okay, so and then we’ll help them change the pay schedule.
325 00:33:19.040 ⇒ 00:33:24.559 Amber Lin: I see. So I’m gonna take a screenshot.
326 00:33:25.400 ⇒ 00:33:30.600 Amber Lin: Let me where is it?
327 00:33:33.750 ⇒ 00:33:34.930 JanieceGarcia: What did I just x out.
328 00:33:34.930 ⇒ 00:33:37.050 Amber Lin: Who asked this question?
329 00:33:37.190 ⇒ 00:33:38.979 JanieceGarcia: Cynthia, one of our managers.
330 00:33:39.310 ⇒ 00:33:41.850 Amber Lin: Aha! Is she in the channel.
331 00:33:42.090 ⇒ 00:33:43.470 JanieceGarcia: I don’t think so.
332 00:33:48.530 ⇒ 00:33:50.479 Amber Lin: That one Cynthia, Paula.
333 00:34:01.940 ⇒ 00:34:03.980 Amber Lin: I’m gonna CC. You.
334 00:34:09.810 ⇒ 00:34:12.220 Amber Lin: oh, should we? Can I add her.
335 00:34:14.360 ⇒ 00:34:16.770 Amber Lin: if she’s already giving feedback to Andy?
336 00:34:16.770 ⇒ 00:34:17.699 JanieceGarcia: Yeah, go ahead.
337 00:34:17.830 ⇒ 00:34:23.309 JanieceGarcia: She’s just. She’s just not a she’s not a Csr. She’s 1 of events. Managers.
338 00:34:23.310 ⇒ 00:34:24.060 Amber Lin: Oh!
339 00:34:24.060 ⇒ 00:34:26.309 JanieceGarcia: Really great at giving feedback.
340 00:34:26.310 ⇒ 00:34:31.179 Amber Lin: Yeah. So I’ll add her to show that we did that. I think I’ll let the Css know
341 00:34:38.710 ⇒ 00:34:39.820 Amber Lin: are.
342 00:34:50.389 ⇒ 00:34:51.630 Amber Lin: yeah. It’s
343 00:35:06.730 ⇒ 00:35:11.650 Amber Lin: okay. And then see, we also
344 00:35:15.790 ⇒ 00:35:23.440 Amber Lin: let me also just quickly go to the June bugs.
345 00:35:26.220 ⇒ 00:35:28.650 JanieceGarcia: I need to find out on the gene bug things too.
346 00:35:28.870 ⇒ 00:35:29.990 Amber Lin: Oh, really. Okay.
347 00:35:29.990 ⇒ 00:35:32.389 JanieceGarcia: Yeah, let me find out a hundred percent on them.
348 00:35:33.260 ⇒ 00:35:33.910 Amber Lin: Hmm.
349 00:35:33.910 ⇒ 00:35:35.099 JanieceGarcia: But I’m pretty sure we don’t.
350 00:35:36.500 ⇒ 00:35:38.439 JanieceGarcia: That’s something that comes up all the time.
351 00:35:38.650 ⇒ 00:35:39.200 Amber Lin: Oh!
352 00:35:44.820 ⇒ 00:35:47.690 JanieceGarcia: Oh, that’s funny how to make a Junebug trap.
353 00:35:49.180 ⇒ 00:35:49.720 Amber Lin: Hmm.
354 00:36:00.510 ⇒ 00:36:04.360 JanieceGarcia: Oh, we probably don’t, because they’re actually a food source
355 00:36:05.045 ⇒ 00:36:08.130 JanieceGarcia: they do serve a purpose for the ecosystem.
356 00:36:08.130 ⇒ 00:36:08.870 Amber Lin: Oh!
357 00:36:11.340 ⇒ 00:36:13.430 JanieceGarcia: So we are not going to treat them.
358 00:36:14.212 ⇒ 00:36:16.629 Amber Lin: I see. So let me add.
359 00:36:27.170 ⇒ 00:36:30.100 Amber Lin: okay, I don’t even know what zoom bugs are.
360 00:36:32.690 ⇒ 00:36:34.009 JanieceGarcia: They’re ugly little creatures.
361 00:36:35.980 ⇒ 00:36:41.199 Amber Lin: For mobile homes. We can offer baiting and trapping services.
362 00:36:42.698 ⇒ 00:36:46.829 Amber Lin: I don’t think that’s in the central dock anywhere.
363 00:36:47.080 ⇒ 00:36:55.860 Amber Lin: Where will we put that on? Don’t know wasn’t there? We can just add it. Is it for.
364 00:36:56.420 ⇒ 00:36:56.770 JanieceGarcia: Road.
365 00:36:57.825 ⇒ 00:36:58.880 Amber Lin: Correct.
366 00:36:58.880 ⇒ 00:37:09.540 JanieceGarcia: So you know, you know how we would normally like trap or not trap, but we would seal up a home to keep things from coming inside. Well, mobile homes, we’re not able to do that.
367 00:37:10.330 ⇒ 00:37:13.190 Amber Lin: That’s why the home has to qualify.
368 00:37:19.840 ⇒ 00:37:23.720 JanieceGarcia: Yeah, correct.
369 00:37:26.390 ⇒ 00:37:37.909 Amber Lin: Okay, so let’s say, testing testing transfer to ken free.
370 00:38:04.000 ⇒ 00:38:08.880 Amber Lin: Do you know what’s the process to transfer ABC customer to country.
371 00:38:09.080 ⇒ 00:38:10.640 JanieceGarcia: We have it in our central doc.
372 00:38:13.600 ⇒ 00:38:17.770 Amber Lin: Transfer account to Kim.
373 00:38:26.870 ⇒ 00:38:28.340 Amber Lin: Under.
374 00:38:29.770 ⇒ 00:38:38.670 Amber Lin: Well, I I have create, involve. I have create an account for the essential
375 00:38:38.840 ⇒ 00:38:41.859 Amber Lin: transfer service to new home owner.
376 00:38:42.830 ⇒ 00:38:46.930 Amber Lin: I don’t remember ABC. Transferring from ABC. To camp, free though.
377 00:38:47.150 ⇒ 00:38:51.519 JanieceGarcia: That’s contract entry. Transfer the program from ABC, yeah, right there.
378 00:38:51.630 ⇒ 00:38:52.340 JanieceGarcia: So.
379 00:38:52.340 ⇒ 00:38:53.840 Amber Lin: Where? Where is it?
380 00:38:53.840 ⇒ 00:38:55.260 JanieceGarcia: It’s under Kim free.
381 00:38:55.600 ⇒ 00:38:56.330 Amber Lin: Oh!
382 00:38:56.690 ⇒ 00:38:57.380 Amber Lin: Under.
383 00:38:57.380 ⇒ 00:39:02.860 JanieceGarcia: Free, and then it says, if a customer wants to switch ABC customer
384 00:39:03.340 ⇒ 00:39:11.400 JanieceGarcia: to chem free or an ABC. Customer wants chem free services, then we have to create a chem free account switching from ABC.
385 00:39:12.340 ⇒ 00:39:17.289 JanieceGarcia: From a ABC. Customer to Kinfrey would be creating the hold
386 00:39:17.470 ⇒ 00:39:22.999 JanieceGarcia: for the follow up and adjusting per service cost with the 10% increase.
387 00:39:23.000 ⇒ 00:39:26.910 Amber Lin: Wait. Where do? Where did we put that? What’s the title? Name.
388 00:39:27.150 ⇒ 00:39:28.030 JanieceGarcia: Camfrey.
389 00:39:33.270 ⇒ 00:39:36.500 Amber Lin: Oh, is it under here.
390 00:39:37.040 ⇒ 00:39:37.599 JanieceGarcia: Oh, bye!
391 00:39:37.600 ⇒ 00:39:37.960 JanieceGarcia: No no!
392 00:39:37.960 ⇒ 00:39:42.199 Amber Lin: We have processes in the treatment protocols. That’s why.
393 00:39:45.265 ⇒ 00:39:46.190 Amber Lin: Okay.
394 00:39:48.210 ⇒ 00:39:54.789 JanieceGarcia: And it is a 10% increase. But it’s a program increase, not a per service increase. That’s 1 thing I did notice.
395 00:39:55.490 ⇒ 00:39:58.920 Amber Lin: I see. So I’m gonna go. Actually, I’m gonna go under pest.
396 00:39:59.250 ⇒ 00:40:01.909 Amber Lin: And then I’m going to put a chem free.
397 00:40:13.210 ⇒ 00:40:18.619 Amber Lin: Okay, so wait. Where did it go?
398 00:40:19.720 ⇒ 00:40:20.540 Amber Lin: Oh.
399 00:40:26.870 ⇒ 00:40:28.050 Amber Lin: oh, gosh!
400 00:40:28.770 ⇒ 00:40:32.950 Amber Lin: Keep getting so lost us
401 00:40:36.850 ⇒ 00:40:38.580 Amber Lin: service.
402 00:40:39.450 ⇒ 00:40:42.520 Amber Lin: Oh, okay.
403 00:41:07.780 ⇒ 00:41:09.790 Amber Lin: Transferring to Kenfrey.
404 00:41:12.740 ⇒ 00:41:15.749 JanieceGarcia: Account to Kimfrey from ABC.
405 00:41:17.436 ⇒ 00:41:19.270 Amber Lin: I’m gonna just say this.
406 00:41:19.270 ⇒ 00:41:20.530 JanieceGarcia: There you go! There you go!
407 00:41:32.030 ⇒ 00:41:38.990 JanieceGarcia: So see how it says, adjusting the per service cost. It’s adjusting the program.
408 00:41:39.410 ⇒ 00:41:49.429 Amber Lin: Create. So we would create the hold or follow up and then adjust how we do.
409 00:41:49.870 ⇒ 00:41:56.009 JanieceGarcia: Just the annual program cost with a 10% increase.
410 00:42:02.800 ⇒ 00:42:06.770 Amber Lin: Or so that would be for the hold right? If it’s a hold.
411 00:42:11.740 ⇒ 00:42:17.360 Amber Lin: If if it’s a follow up.
412 00:42:18.010 ⇒ 00:42:19.080 JanieceGarcia: That’s what you’re doing.
413 00:42:21.610 ⇒ 00:42:23.050 Amber Lin: Submit.
414 00:42:26.120 ⇒ 00:42:26.640 JanieceGarcia: Yep.
415 00:42:28.310 ⇒ 00:42:29.990 Amber Lin: Right? Right?
416 00:42:31.060 ⇒ 00:42:37.009 Amber Lin: Submit on track entry. Do we need this part.
417 00:42:38.290 ⇒ 00:42:41.199 JanieceGarcia: Yes, submit a follow up.
418 00:42:41.490 ⇒ 00:42:44.960 JanieceGarcia: If it’s a follow up, submit to contract entry.
419 00:42:45.380 ⇒ 00:42:50.590 Amber Lin: So make 2 contract entry with.
420 00:42:51.840 ⇒ 00:42:54.889 JanieceGarcia: 10% program price increase yep.
421 00:43:04.690 ⇒ 00:43:09.140 Amber Lin: So the scope would be customer
422 00:43:09.960 ⇒ 00:43:13.620 Amber Lin: wants to switch to the ABC. Account to him free.
423 00:43:13.820 ⇒ 00:43:16.470 Amber Lin: ABC. 4.
424 00:43:16.980 ⇒ 00:43:20.160 JanieceGarcia: ABC Customer wants Kim free services.
425 00:43:20.160 ⇒ 00:43:25.700 Amber Lin: Okay. So we would say, steps.
426 00:43:26.230 ⇒ 00:43:29.250 JanieceGarcia: Either way we have to create the Kim free account.
427 00:43:30.900 ⇒ 00:43:32.660 Amber Lin: And then we create.
428 00:43:34.573 ⇒ 00:43:37.980 JanieceGarcia: Is there a way to create the holder follow up the same?
429 00:43:38.430 ⇒ 00:43:39.100 JanieceGarcia: No.
430 00:43:39.370 ⇒ 00:43:45.659 Amber Lin: Oh, is there? Is there specific process of creating that.
431 00:43:46.210 ⇒ 00:43:47.740 JanieceGarcia: Yes, and we have those in there.
432 00:43:49.480 ⇒ 00:43:52.119 Amber Lin: Where would that be.
433 00:43:52.410 ⇒ 00:43:56.040 JanieceGarcia: It’s creating your initial services.
434 00:43:57.850 ⇒ 00:43:58.850 Amber Lin: For chem free.
435 00:44:00.410 ⇒ 00:44:04.209 JanieceGarcia: For either one, and Kim Free or ABC. They’re both the same.
436 00:44:04.210 ⇒ 00:44:10.259 Amber Lin: Oh, so it will be. It will just be following the scheduling hold for initial Yup. Oh, okay, awesome.
437 00:44:10.460 ⇒ 00:44:16.600 JanieceGarcia: Exactly, and I know it wants to change it back to where it says a contract.
438 00:44:16.800 ⇒ 00:44:21.239 JanieceGarcia: But it’s contract entry is the department we’re sending the follow up to.
439 00:44:28.690 ⇒ 00:44:33.030 Amber Lin: Contract entry department.
440 00:44:33.030 ⇒ 00:44:33.840 JanieceGarcia: There you go!
441 00:44:35.660 ⇒ 00:44:38.860 Amber Lin: Adjust the annual programming cost in evolve right.
442 00:44:41.470 ⇒ 00:44:42.340 Amber Lin: Okay.
443 00:44:42.340 ⇒ 00:44:44.510 JanieceGarcia: Well, they’re not going to.
444 00:44:45.340 ⇒ 00:44:48.050 JanieceGarcia: They’re going to create the hold
445 00:44:48.850 ⇒ 00:44:55.790 JanieceGarcia: with the adjustment showing the 10% increase. The Csr is not actually going to do any of that.
446 00:44:56.100 ⇒ 00:45:03.009 JanieceGarcia: All they’re going to do is either create the hold to show the 10% increase or they’re going to submit a follow up
447 00:45:03.190 ⇒ 00:45:07.249 JanieceGarcia: to contract entry with the 10% increase because
448 00:45:07.970 ⇒ 00:45:10.839 JanieceGarcia: they’re not going to go in and mess with the programs they have to create.
449 00:45:10.840 ⇒ 00:45:12.080 Amber Lin: In the account.
450 00:45:12.080 ⇒ 00:45:15.520 JanieceGarcia: Account, and then they have to one either schedule a hold
451 00:45:15.660 ⇒ 00:45:22.100 JanieceGarcia: to transfer everything over, or they need to schedule the follow up because it’s
452 00:45:22.574 ⇒ 00:45:31.999 JanieceGarcia: the follow up they’re able to do to transfer everything over, because what they’re doing is they’re transferring the entire program. We’re not charging the customer until the next time around.
453 00:45:34.810 ⇒ 00:45:40.559 Amber Lin: So if it’s a hold, we’re creating a hold to transfer, I don’t know it sounds it’s
454 00:45:40.870 ⇒ 00:45:47.160 Amber Lin: create a hold to adjust submit so like.
455 00:45:47.160 ⇒ 00:45:48.600 JanieceGarcia: Contract entry department.
456 00:45:50.380 ⇒ 00:45:53.440 Amber Lin: When will we do? A hold versus a follow? Up.
457 00:45:54.250 ⇒ 00:45:59.369 JanieceGarcia: Perfect, so a hold is going to be if the customer is due for service.
458 00:46:03.770 ⇒ 00:46:06.319 JanieceGarcia: And a follow up is going to be.
459 00:46:06.970 ⇒ 00:46:08.629 JanieceGarcia: They’re not due for service yet.
460 00:46:10.140 ⇒ 00:46:13.500 JanieceGarcia: If the service is not due at that time.
461 00:46:39.365 ⇒ 00:46:40.669 Amber Lin: Is this better?
462 00:46:41.060 ⇒ 00:46:41.740 JanieceGarcia: Perfect! Yup!
463 00:46:43.020 ⇒ 00:46:50.630 Amber Lin: Sounds good, so let me send that there as well.
464 00:46:58.970 ⇒ 00:47:01.249 Amber Lin: You sure we don’t treat Junebugs right.
465 00:47:03.330 ⇒ 00:47:11.419 JanieceGarcia: I am not a hundred percent sure yet I would hold off. Hold off on that one. I want to check that out. Don’t put that stuff in there yet.
466 00:47:12.580 ⇒ 00:47:17.419 JanieceGarcia: We’ll leave it. How it is at the moment. But I’m gonna check everything before we just do that.
467 00:47:21.870 ⇒ 00:47:31.369 Amber Lin: Okay? So I’m gonna mark that one as testing. So that would be procedures.
468 00:47:31.590 ⇒ 00:47:36.440 Amber Lin: Do we define what dispatch is in our central doc?
469 00:47:37.800 ⇒ 00:47:38.180 JanieceGarcia: No.
470 00:47:39.620 ⇒ 00:47:40.540 Amber Lin: Who asked that?
471 00:47:42.363 ⇒ 00:47:43.289 Amber Lin: Don’t know.
472 00:47:46.470 ⇒ 00:47:48.400 JanieceGarcia: Yeah, that’s not there.
473 00:47:48.780 ⇒ 00:47:55.610 Amber Lin: Yeah, I mean, we could define what define it in the departments like.
474 00:47:55.850 ⇒ 00:47:58.539 JanieceGarcia: Yeah, I guess we could. We definitely could.
475 00:47:58.540 ⇒ 00:48:03.760 Amber Lin: Yeah, I can’t just put a dispatch. What would that? What would that cover.
476 00:48:03.760 ⇒ 00:48:06.699 JanieceGarcia: Dispatch is for mechanical services.
477 00:48:06.840 ⇒ 00:48:07.470 Amber Lin: Hmm!
478 00:48:22.510 ⇒ 00:48:23.909 Amber Lin: And what does it do?
479 00:48:24.910 ⇒ 00:48:31.010 JanieceGarcia: They literally they call the customers, and let them know when their tech is on their way.
480 00:48:32.880 ⇒ 00:48:35.000 JanieceGarcia: In routes is what we should say.
481 00:48:35.530 ⇒ 00:48:36.309 Amber Lin: I don’t know.
482 00:48:38.070 ⇒ 00:48:40.769 Amber Lin: That includes that doesn’t include inspectors.
483 00:48:41.120 ⇒ 00:48:46.570 JanieceGarcia: No, this is strictly because mechanical doesn’t always use inspectors.
484 00:48:48.550 ⇒ 00:48:58.259 JanieceGarcia: The note they’re calling and letting the customer know when they’re specialist. You could put specialists, not technician. You can put when they’re specialists
485 00:48:59.130 ⇒ 00:49:00.230 JanieceGarcia: are in route.
486 00:49:04.580 ⇒ 00:49:09.420 Amber Lin: Okay, so clear, I’m gonna clear that off.
487 00:49:13.160 ⇒ 00:49:18.180 Amber Lin: How do I comp a service in evolve? What does Comp mean?
488 00:49:23.310 ⇒ 00:49:28.309 JanieceGarcia: Good question, how do I comp a service and evolve?
489 00:49:33.456 ⇒ 00:49:34.949 JanieceGarcia: No idea.
490 00:49:36.020 ⇒ 00:49:45.890 JanieceGarcia: I’m I’m not sure what she’s asking. If she’s asking how do I adjust a service?
491 00:49:47.500 ⇒ 00:49:49.090 JanieceGarcia: Then that’s already in there?
492 00:49:53.560 ⇒ 00:49:58.379 JanieceGarcia: I would put, I would ask her, can you explain this question a little bit more.
493 00:50:01.350 ⇒ 00:50:03.939 JanieceGarcia: or help me understand what you’re asking.
494 00:50:27.030 ⇒ 00:50:29.029 Amber Lin: Yeah, sounds good.
495 00:50:31.440 ⇒ 00:50:35.470 Amber Lin: Okay, so this is, I’ll get back to that
496 00:50:36.211 ⇒ 00:50:39.220 Amber Lin: next available date for a tech.
497 00:50:40.020 ⇒ 00:50:41.320 Amber Lin: How do we?
498 00:50:41.620 ⇒ 00:50:49.520 Amber Lin: Where will we originally find that would that be the like? Directory?
499 00:50:51.380 ⇒ 00:50:59.310 JanieceGarcia: No, the next available date for the technician is going to be us
500 00:50:59.890 ⇒ 00:51:02.500 JanieceGarcia: finding it and evolve looking at the schedule.
501 00:51:10.080 ⇒ 00:51:11.020 JanieceGarcia: Some kind of.
502 00:51:13.220 ⇒ 00:51:15.829 Amber Lin: Okay, so I will put this
503 00:51:16.210 ⇒ 00:51:23.955 Amber Lin: somewhere here. Would that be? That will be under scheduling a.
504 00:51:24.660 ⇒ 00:51:25.640 JanieceGarcia: Or.
505 00:51:26.180 ⇒ 00:51:29.720 Amber Lin: Is it estimate or hold, or production, order.
506 00:51:29.880 ⇒ 00:51:32.309 JanieceGarcia: It’s gonna either be a hold or a production order.
507 00:51:32.310 ⇒ 00:51:33.310 Amber Lin: Okay, so let me.
508 00:51:33.310 ⇒ 00:51:34.629 JanieceGarcia: For an estimate, too.
509 00:51:35.180 ⇒ 00:51:40.620 JanieceGarcia: It’s just us looking at our schedules and taking a look to see when the next available.
510 00:51:41.345 ⇒ 00:51:42.070 Amber Lin: Okay.
511 00:51:42.440 ⇒ 00:51:44.489 Amber Lin: So I’m gonna say
512 00:51:52.260 ⇒ 00:51:56.149 Amber Lin: to find the next one. We will check.
513 00:51:56.580 ⇒ 00:52:01.910 Amber Lin: go and evolve and look at text schedule.
514 00:52:06.640 ⇒ 00:52:09.370 Amber Lin: This is an estimate. Oh, no, this is a hold.
515 00:52:10.020 ⇒ 00:52:11.889 Amber Lin: Okay, I’ll put it in the
516 00:52:15.610 ⇒ 00:52:17.010 Amber Lin: where is.
517 00:52:17.010 ⇒ 00:52:19.430 JanieceGarcia: Well and see, and it should actually be in there. Hold on.
518 00:52:19.430 ⇒ 00:52:19.980 Amber Lin: Right.
519 00:52:24.370 ⇒ 00:52:27.090 Amber Lin: This one after this.
520 00:52:27.090 ⇒ 00:52:33.669 JanieceGarcia: Is the correct specialist according to the service being performed using the pest vision skills and zip sheet yep.
521 00:52:33.890 ⇒ 00:52:36.462 JanieceGarcia: yeah, cause then they’re locking the service
522 00:52:39.960 ⇒ 00:52:45.759 Amber Lin: And I’m gonna add that to this as well.
523 00:52:45.940 ⇒ 00:52:48.660 JanieceGarcia: Yep, after that. Yep.
524 00:52:48.660 ⇒ 00:52:56.190 Amber Lin: And then I’m gonna add it to the S started.
525 00:52:58.610 ⇒ 00:53:02.120 Amber Lin: Hmm, hmm! Right here.
526 00:53:03.830 ⇒ 00:53:05.410 Amber Lin: What’s the Z groups.
527 00:53:06.510 ⇒ 00:53:11.330 JanieceGarcia: That’s what I have all of our technicians in and inspectors in.
528 00:53:11.540 ⇒ 00:53:13.810 JanieceGarcia: So they can actually use that to.
529 00:53:13.810 ⇒ 00:53:14.640 Amber Lin: I see.
530 00:53:14.640 ⇒ 00:53:15.290 JanieceGarcia: Search.
531 00:53:17.860 ⇒ 00:53:21.930 Amber Lin: For the inspector will also go and evolve and check their schedule.
532 00:53:21.930 ⇒ 00:53:22.535 JanieceGarcia: Absolutely
533 00:53:24.450 ⇒ 00:53:25.170 Amber Lin: Okay.
534 00:53:27.230 ⇒ 00:53:39.739 Amber Lin: so unfortunately, we do not. We’re not integrated with evolve. So we can’t really do that yet. For Rosa, Linda, can customers service be reinstated after 8 months.
535 00:53:40.176 ⇒ 00:53:42.659 Amber Lin: We don’t have that in the Central Doc yet.
536 00:53:45.310 ⇒ 00:53:47.380 JanieceGarcia: Correct. No, not yet.
537 00:53:49.010 ⇒ 00:53:49.640 Amber Lin: Hmm
538 00:53:50.270 ⇒ 00:53:55.319 JanieceGarcia: That one reinstate from what I was told it was within 6 months of cancellation.
539 00:53:58.070 ⇒ 00:53:59.040 JanieceGarcia: Depend.
540 00:53:59.850 ⇒ 00:54:01.570 JanieceGarcia: There are so many things.
541 00:54:03.230 ⇒ 00:54:05.339 Amber Lin: Would that be under account? Management.
542 00:54:06.250 ⇒ 00:54:07.620 JanieceGarcia: It would.
543 00:54:19.930 ⇒ 00:54:20.979 JanieceGarcia: Oh, wait! I’m not.
544 00:54:25.530 ⇒ 00:54:28.990 Amber Lin: I don’t think we have anything related to reinstatement.
545 00:54:46.790 ⇒ 00:54:49.109 Amber Lin: Can I create one here?
546 00:54:50.487 ⇒ 00:55:00.529 Amber Lin: About account preinstating customer accounts after cancellation.
547 00:55:02.040 ⇒ 00:55:05.580 Amber Lin: And then what’s the timeframe here?
548 00:55:06.290 ⇒ 00:55:14.369 JanieceGarcia: And I have. So it depends. When their last service was with their last payment.
549 00:55:15.780 ⇒ 00:55:20.270 Amber Lin: Depending on customers. Last payment.
550 00:55:20.590 ⇒ 00:55:21.790 JanieceGarcia: And service, date.
551 00:55:22.370 ⇒ 00:55:23.939 Amber Lin: Service, State.
552 00:55:24.220 ⇒ 00:55:27.000 JanieceGarcia: Does it? Does it have to be within a range?
553 00:55:28.290 ⇒ 00:55:32.690 JanieceGarcia: Well, if they have. So if a customer, and that’s why.
554 00:55:34.260 ⇒ 00:55:49.530 JanieceGarcia: if if the customer skip 2 consecutive services. Okay? So they’re on an every other month service. So if their customer was, if the customer was due, say their last service was in March, so they were due in May. They didn’t have the service they were due in July.
555 00:55:49.940 ⇒ 00:56:01.589 JanieceGarcia: Didn’t have the service here we are in September, and it’s time for their next service. And they’re like, Okay, yes, I want to go ahead and and keep it going. Then at that point they
556 00:56:01.760 ⇒ 00:56:05.300 JanieceGarcia: have got to pay.
557 00:56:06.380 ⇒ 00:56:12.140 JanieceGarcia: They may or may not have to pay an initial. It just it depends on the situation that
558 00:56:12.410 ⇒ 00:56:14.851 JanieceGarcia: that one’s a little tricky.
559 00:56:15.340 ⇒ 00:56:20.240 Amber Lin: No, but they can or something.
560 00:56:20.420 ⇒ 00:56:25.470 Amber Lin: Okay. So if it’s outside of 6 months, it wouldn’t be possible.
561 00:56:25.650 ⇒ 00:56:27.680 JanieceGarcia: No, they would have to get a whole new estimate.
562 00:56:35.090 ⇒ 00:56:40.823 Amber Lin: I know there’s something in the cancellation flows for that. I’m just gonna type that down and move it there.
563 00:56:41.110 ⇒ 00:56:41.810 JanieceGarcia: There is.
564 00:56:42.280 ⇒ 00:56:43.339 JanieceGarcia: I know there is.
565 00:56:47.722 ⇒ 00:56:50.519 Amber Lin: A new estimate.
566 00:56:51.290 ⇒ 00:56:53.709 Amber Lin: So I’m gonna take this.
567 00:56:54.100 ⇒ 00:56:57.460 JanieceGarcia: Because it also depends on the actual activity itself.
568 00:56:57.887 ⇒ 00:56:59.169 Amber Lin: Is it here?
569 00:57:02.490 ⇒ 00:57:04.960 JanieceGarcia: Yeah, that’s the missing and cancellation.
570 00:57:08.340 ⇒ 00:57:13.586 Amber Lin: Oh, sorry this is call list flow. I’m gonna put the cancellations.
571 00:57:14.190 ⇒ 00:57:28.030 Amber Lin: So let’s see expensive billing issues. Nope, contract fulfilled
572 00:57:29.100 ⇒ 00:57:33.539 Amber Lin: cancellations. Okay. We only have it in call. List flows.
573 00:57:34.196 ⇒ 00:57:35.699 JanieceGarcia: That sounds about right.
574 00:57:48.480 ⇒ 00:57:50.189 Amber Lin: Where should we put that? Then.
575 00:57:54.480 ⇒ 00:57:55.810 JanieceGarcia: I wonder!
576 00:58:00.460 ⇒ 00:58:07.559 Amber Lin: Would the customer be calling in like? In this case the customer would be calling in to say, Hey, I I want this account. I want this.
577 00:58:07.560 ⇒ 00:58:09.889 JanieceGarcia: I didn’t mean to schedule it, or.
578 00:58:11.340 ⇒ 00:58:13.279 JanieceGarcia: I didn’t mean to cancel it, I mean.
579 00:58:15.470 ⇒ 00:58:22.610 JanieceGarcia: I didn’t mean to cancel it, or I cancelled it, and I ended up having activity again, so I do want to keep y’all services.
580 00:58:38.516 ⇒ 00:58:48.439 Amber Lin: so this so usual, what if they didn’t skip to consecutive services?
581 00:58:50.700 ⇒ 00:58:51.760 JanieceGarcia: What if they? What.
582 00:58:52.000 ⇒ 00:58:58.530 Amber Lin: Does this only apply if they have, they called in, and they have already skipped 2 consecutive services.
583 00:58:58.530 ⇒ 00:59:01.899 JanieceGarcia: No, this could be, even if they canceled their account. And now.
584 00:59:01.900 ⇒ 00:59:02.300 Amber Lin: Huh!
585 00:59:02.300 ⇒ 00:59:03.079 JanieceGarcia: In their mind.
586 00:59:12.870 ⇒ 00:59:15.469 JanieceGarcia: and I do definitely have to write at 3.
587 00:59:15.470 ⇒ 00:59:29.710 Amber Lin: Or if or or if customer has skipped 2 consecutive services, and we
588 00:59:29.710 ⇒ 00:59:31.780 Amber Lin: have cancelled them, or we haven’t.
589 00:59:32.160 ⇒ 00:59:34.019 JanieceGarcia: And we have canceled. Yep.
590 00:59:36.710 ⇒ 00:59:38.300 Amber Lin: Account or your program.
591 00:59:39.580 ⇒ 00:59:40.780 JanieceGarcia: The program.
592 00:59:46.450 ⇒ 00:59:51.730 Amber Lin: Do we still look at their last payment day or service day? Or do we just say, like.
593 00:59:51.730 ⇒ 00:59:52.369 JanieceGarcia: And all that.
594 00:59:52.780 ⇒ 00:59:57.510 Amber Lin: Okay? What will we decide? Based on their last payment service date?
595 00:59:58.560 ⇒ 01:00:01.310 JanieceGarcia: If it was more than 6 months ago, we would.
596 01:00:03.360 ⇒ 01:00:05.050 JanieceGarcia: We would need to.
597 01:00:05.230 ⇒ 01:00:17.429 JanieceGarcia: Then that’s where the questions get asked. Are they having active activity? What type of activity? That’s where things come into play of, okay, can we just go ahead and re reinstate it, even though it’s been past 6 months?
598 01:00:17.730 ⇒ 01:00:23.080 JanieceGarcia: Or can we or do we need to get an inspector out.
599 01:00:25.190 ⇒ 01:00:26.850 Amber Lin: Oh, I see.
600 01:00:26.970 ⇒ 01:00:31.130 Amber Lin: So last service date.
601 01:00:31.320 ⇒ 01:00:38.309 Amber Lin: if one of okay, we still have one. Wait minute. If one of these are beyond 6 months, does it matter.
602 01:00:38.860 ⇒ 01:00:39.640 JanieceGarcia: So.
603 01:00:39.640 ⇒ 01:00:41.929 Amber Lin: Both of them have to be within 6 months.
604 01:00:41.930 ⇒ 01:00:49.709 JanieceGarcia: No, it it can be just one. So if we are going to, if the last service date is 6 months out, or more than 6 months out.
605 01:00:50.020 ⇒ 01:00:58.260 JanieceGarcia: Then, depending on the reason they canceled if they canceled because of hardship, have they even made a payment for the last service that was done.
606 01:00:58.460 ⇒ 01:01:01.949 JanieceGarcia: or did we cancel them because of nonpayment?
607 01:01:02.200 ⇒ 01:01:08.399 JanieceGarcia: Have they made that payment? Because we still need to make sure that the payments their payments are up to date before we can just reinstate them.
608 01:01:10.930 ⇒ 01:01:14.340 Amber Lin: We must make sure that.
609 01:01:15.040 ⇒ 01:01:15.560 JanieceGarcia: Billing.
610 01:01:15.560 ⇒ 01:01:17.000 Amber Lin: Payments are.
611 01:01:17.500 ⇒ 01:01:18.749 Amber Lin: They have paid.
612 01:01:20.440 ⇒ 01:01:22.890 JanieceGarcia: I would say, make sure that they have
613 01:01:23.090 ⇒ 01:01:25.440 JanieceGarcia: that their billing is up to date.
614 01:01:26.580 ⇒ 01:01:27.870 Amber Lin: What does that mean?
615 01:01:29.730 ⇒ 01:01:31.729 JanieceGarcia: That they’ve paid for their last service.
616 01:01:32.830 ⇒ 01:01:34.800 JanieceGarcia: They have no outstanding invoices.
617 01:01:34.800 ⇒ 01:01:36.280 Amber Lin: Okay, they have.
618 01:01:36.450 ⇒ 01:01:37.890 Amber Lin: Let’s just say.
619 01:01:39.200 ⇒ 01:01:41.899 JanieceGarcia: They have no outstanding invoices. Yeah.
620 01:01:51.000 ⇒ 01:02:01.900 Amber Lin: Last service date. So if last service date is within 6 months, do we still ask if there’s activity.
621 01:02:03.070 ⇒ 01:02:04.559 JanieceGarcia: Yeah, we always want to ask that.
622 01:02:04.710 ⇒ 01:02:13.540 Amber Lin: Okay, ask our their activity. When will we decide to put a inspector out.
623 01:02:14.990 ⇒ 01:02:20.420 JanieceGarcia: If it’s a different activity, or if they have major activity, and it’s more than 6 months ago that we’ve service.
624 01:02:28.730 ⇒ 01:02:35.339 Amber Lin: than what we serviced, or send out an inspector.
625 01:02:35.720 ⇒ 01:02:36.640 Amber Lin: If.
626 01:02:54.090 ⇒ 01:03:00.480 JanieceGarcia: And then once once you’re finished with that amber, do you want to send me that? I do got to get in this other meeting. I’ve already put her off.
627 01:03:00.480 ⇒ 01:03:02.160 Amber Lin: Of course, of course.
628 01:03:03.300 ⇒ 01:03:03.760 JanieceGarcia: Yeah.
629 01:03:03.760 ⇒ 01:03:04.479 Amber Lin: That would be all.
630 01:03:04.480 ⇒ 01:03:12.530 JanieceGarcia: It out for sure, because I know we have something already, too. I’ll send that to you. So we can make sure it matches, and I’ll look at it as well.
631 01:03:12.530 ⇒ 01:03:16.109 Amber Lin: Okay. So I’ll just add you here.
632 01:03:16.110 ⇒ 01:03:18.860 JanieceGarcia: When that’s done. Okay, perfect sounds good.
633 01:03:18.860 ⇒ 01:03:21.699 Amber Lin: Alrighty. I gotta hop, too. Thank you.
634 01:03:21.700 ⇒ 01:03:22.290 JanieceGarcia: Bye.
635 01:03:22.290 ⇒ 01:03:23.349 Amber Lin: Right. Bye-bye.