Meeting Title: Lawn Team Document Review Sync Date: 2025-08-13 Meeting participants: read.ai meeting notes, Amber Lin, JanieceGarcia, PatriciaVela
WEBVTT
1 00:00:58.520 ⇒ 00:01:00.020 Amber Lin: Hello!
2 00:01:00.020 ⇒ 00:01:00.850 JanieceGarcia: Hey, Amber!
3 00:01:02.080 ⇒ 00:01:11.219 Amber Lin: Hi! Oh, also, update, we fixed the ticketing system. I saw a lot come in yesterday, and we can walk through them together.
4 00:01:11.760 ⇒ 00:01:12.470 JanieceGarcia: Sweet.
5 00:01:12.650 ⇒ 00:01:16.569 Amber Lin: Are you guys doing Google Meet for the CSR sessions?
6 00:01:17.510 ⇒ 00:01:25.249 JanieceGarcia: No, so… I… I can, I mean, but it’s not… I mean, it’s really not that hard.
7 00:01:26.000 ⇒ 00:01:29.520 JanieceGarcia: I know… I know how to use Zoom. I’m gonna be the one that shares.
8 00:01:29.740 ⇒ 00:01:35.200 JanieceGarcia: Okay. But… We are going to switch, because….
9 00:01:35.200 ⇒ 00:01:39.619 Amber Lin: Apparently, the ones that, I don’t know if you saw the chat between.
10 00:01:39.620 ⇒ 00:01:43.510 JanieceGarcia: Yvette and, … Shannon, this morning?
11 00:01:44.960 ⇒ 00:01:48.040 Amber Lin: Haven’t. I’ve been in meetings all day. Let me go check.
12 00:01:49.700 ⇒ 00:02:07.510 JanieceGarcia: So, Yvette was saying that she had failed to update us on who would attend today’s working session, and so she gave us some, but then she’s… Shannon said, please note, I will not be present today working… in today’s working session due to conflicting appointments.
13 00:02:07.690 ⇒ 00:02:18.640 JanieceGarcia: Emily and Brianna will be in the lawn overflow training, so we’ll… so will Denise, but she’s not on the list you provided. I show Denise attended last session.
14 00:02:19.270 ⇒ 00:02:20.230 JanieceGarcia: ….
15 00:02:20.230 ⇒ 00:02:22.189 Amber Lin: Should we cancel today’s session?
16 00:02:23.310 ⇒ 00:02:29.219 JanieceGarcia: No, Yvette was saying, well, let’s start working with the other lines of business, if not all pest team.
17 00:02:29.430 ⇒ 00:02:32.400 JanieceGarcia: So we can do… we can do Dana.
18 00:02:34.110 ⇒ 00:02:41.039 JanieceGarcia: And then we can go ahead, and I was gonna ask one from Lawn, and then one from home.
19 00:02:41.560 ⇒ 00:02:42.270 Amber Lin: Okay.
20 00:02:42.520 ⇒ 00:02:44.190 JanieceGarcia: So that way they can kind of see.
21 00:02:44.470 ⇒ 00:02:44.860 Amber Lin: Sure.
22 00:02:44.860 ⇒ 00:02:45.470 JanieceGarcia: Yeah, Phil.
23 00:02:45.470 ⇒ 00:02:48.189 Amber Lin: Feel free to add… feel free to add them.
24 00:02:48.670 ⇒ 00:02:49.530 Amber Lin: ….
25 00:02:49.530 ⇒ 00:02:50.070 JanieceGarcia: Nope.
26 00:02:50.240 ⇒ 00:02:57.509 Amber Lin: if we need to ask Patricia and Brenda, we can ask them in this meeting. I just don’t know where…
27 00:02:57.820 ⇒ 00:02:58.830 Amber Lin: ….
28 00:02:58.830 ⇒ 00:02:59.400 JanieceGarcia: They.
29 00:02:59.400 ⇒ 00:03:02.039 Amber Lin: Do you know if Patricia’s gonna be joining?
30 00:03:02.540 ⇒ 00:03:03.820 JanieceGarcia: She should be.
31 00:03:04.900 ⇒ 00:03:05.760 JanieceGarcia: ….
32 00:03:10.400 ⇒ 00:03:11.150 Amber Lin: Hmm.
33 00:03:12.560 ⇒ 00:03:22.929 Amber Lin: I have this meeting really short, because there’s not a lot of documents from Lawn, but I do need to confirm with her what those documents are gonna be.
34 00:03:35.950 ⇒ 00:03:47.280 JanieceGarcia: And then, yes, I definitely do want to go through the… ticketing system… Oh my god.
35 00:04:00.940 ⇒ 00:04:02.530 JanieceGarcia: There she is!
36 00:04:03.740 ⇒ 00:04:04.580 PatriciaVela: So sorry.
37 00:04:04.950 ⇒ 00:04:05.830 Amber Lin: Thank you, Chef.
38 00:04:06.050 ⇒ 00:04:11.070 PatriciaVela: I got caught up working, and then I was like, time slipping me. How are you guys doing?
39 00:04:12.090 ⇒ 00:04:13.429 JanieceGarcia: Good, I’m good.
40 00:04:15.320 ⇒ 00:04:23.310 Amber Lin: So I have this meeting super short. I just want to go through… The list of documents.
41 00:04:23.590 ⇒ 00:04:27.519 Amber Lin: that you said I made a list over here, I just want to confirm…
42 00:04:27.520 ⇒ 00:04:46.979 Amber Lin: what they’re for, how we should add them, because some of them are PowerPoint, some of them are spreadsheets, I just want to know how we should navigate them. And also, later today at a working session, Janice is going to add someone from Lawn to the working session, so they can see how Andy works.
43 00:04:47.870 ⇒ 00:04:48.460 PatriciaVela: Okay.
44 00:04:48.780 ⇒ 00:04:49.380 Amber Lin: Yeah.
45 00:04:49.760 ⇒ 00:04:50.270 Amber Lin: ….
46 00:04:50.270 ⇒ 00:04:52.579 JanieceGarcia: Who… who would you want?
47 00:04:53.950 ⇒ 00:04:55.430 JanieceGarcia: For the launch side.
48 00:04:55.800 ⇒ 00:05:01.900 PatriciaVela: I’m gonna say if we can do… …
49 00:05:02.390 ⇒ 00:05:05.209 PatriciaVela: Because we need somebody that’s going to be using it all the time, right?
50 00:05:05.950 ⇒ 00:05:08.549 PatriciaVela: So, it… and it’s just one person?
51 00:05:09.640 ⇒ 00:05:16.579 JanieceGarcia: For today, because I’m going to pull one from, home, one from Lawn, and then we already had Dana from Welcome.
52 00:05:17.350 ⇒ 00:05:25.709 PatriciaVela: Okay, so let’s do Sam, especially, too, because she has Jericho with her. Maybe that’ll be a good way of start teaching her.
53 00:05:26.010 ⇒ 00:05:27.680 JanieceGarcia: Okay. To utilize it.
54 00:05:28.860 ⇒ 00:05:29.410 JanieceGarcia: Yep.
55 00:05:30.110 ⇒ 00:05:33.220 PatriciaVela: And then, Amber, so….
56 00:05:34.350 ⇒ 00:05:41.949 PatriciaVela: Are you… you’re meaning, like, do we want to keep it as a presentation, or do we want to use… is that what you’re saying?
57 00:05:42.430 ⇒ 00:05:57.829 Amber Lin: Yeah, because what I need to do is to add these documents to Central Doc, so I need to separate them and add them to these sections, and let me show you what the…
58 00:05:58.030 ⇒ 00:06:02.780 Amber Lin: This is how the mechanical one is looking. So we have…
59 00:06:03.070 ⇒ 00:06:11.370 Amber Lin: we copied the text over and added it to each of the sections, and … I’ll need to know how we can best
60 00:06:11.790 ⇒ 00:06:19.120 Amber Lin: add these, if any of these are duplicates, and how are we going to add the PowerPoints?
61 00:06:20.180 ⇒ 00:06:25.809 PatriciaVela: Oh, okay. So then, I’m so sorry, then I probably do need to create…
62 00:06:26.210 ⇒ 00:06:30.820 PatriciaVela: For all of our training material, we basically do use PowerPoints.
63 00:06:30.820 ⇒ 00:06:31.820 Amber Lin: ….
64 00:06:31.860 ⇒ 00:06:34.989 PatriciaVela: In the lawn guidelines is…
65 00:06:35.770 ⇒ 00:06:47.410 PatriciaVela: where they have all of the information as far as, like, who to schedule work on, what zip codes are assigned to what technicians. So that should remain as a spreadsheet that they can use.
66 00:06:49.800 ⇒ 00:06:50.650 Amber Lin: It is.
67 00:06:51.470 ⇒ 00:06:52.190 Amber Lin: So bad.
68 00:06:52.190 ⇒ 00:06:52.920 PatriciaVela: that one.
69 00:06:54.420 ⇒ 00:06:56.070 PatriciaVela: That one really has.
70 00:06:56.420 ⇒ 00:07:05.259 PatriciaVela: a ton of our information when it comes to scheduling. So, like, who our irrigation techs are, who our mowing techs are.
71 00:07:05.370 ⇒ 00:07:09.599 PatriciaVela: Landscaping technicians, and what areas they cover, and all of that.
72 00:07:11.500 ⇒ 00:07:13.249 Amber Lin: Oh, I see.
73 00:07:14.080 ⇒ 00:07:15.620 Amber Lin: Yeah.
74 00:07:18.920 ⇒ 00:07:33.200 Amber Lin: All right. I think for these… I think for these spreadsheets, we probably have to… I think the team can work on flattening them, so it’s easier for Andy to query across the different tabs.
75 00:07:33.200 ⇒ 00:07:34.160 PatriciaVela: Okay.
76 00:07:34.320 ⇒ 00:07:37.850 Amber Lin: And then… oh, there’s a lot of tabs, and….
77 00:07:37.850 ⇒ 00:07:39.239 PatriciaVela: A lot of, yeah.
78 00:07:39.300 ⇒ 00:07:41.910 Amber Lin: These are all… Like.
79 00:07:41.910 ⇒ 00:07:47.179 PatriciaVela: We have, like, 9 lines of business within Lawn, and so there are… yeah.
80 00:07:48.590 ⇒ 00:07:54.550 Amber Lin: Okay, so spreadsheet needs flattening.
81 00:07:54.950 ⇒ 00:08:02.100 Amber Lin: … What about… This one….
82 00:08:02.230 ⇒ 00:08:10.710 PatriciaVela: And so that’s how we do all of our training. And then they get copies of this so they can always reference it back.
83 00:08:10.710 ⇒ 00:08:11.710 Amber Lin: Thank you.
84 00:08:11.710 ⇒ 00:08:21.029 PatriciaVela: if they’re wanting, like, how do you schedule a backflow, then they have this presentation, they usually do, like, Ctrl-F type backflow, it’ll take them to that slide, ….
85 00:08:21.030 ⇒ 00:08:27.889 Amber Lin: Is this covered in any other, say, Word documents, or is this just in this presentation?
86 00:08:29.290 ⇒ 00:08:33.150 PatriciaVela: No, I… that’s just in that presentation.
87 00:08:33.159 ⇒ 00:08:34.349 Amber Lin: Gotcha, okay.
88 00:08:34.499 ⇒ 00:08:41.419 Amber Lin: … Okay, and then… Long care training.
89 00:08:42.379 ⇒ 00:08:48.579 Amber Lin: … It’s… this is the same, right? This is not compared anywhere else. Okay.
90 00:08:48.580 ⇒ 00:08:56.509 PatriciaVela: Correct, yeah, just the same for… we have each presentation for each line of business, so there’s quite a bit.
91 00:08:56.510 ⇒ 00:08:58.100 Amber Lin: Okay, gotcha.
92 00:08:59.670 ⇒ 00:09:10.359 JanieceGarcia: So, with that, Patricia, with them being all in presentations, To go more for…
93 00:09:11.690 ⇒ 00:09:14.009 JanieceGarcia: I guess, step by step.
94 00:09:14.090 ⇒ 00:09:18.410 PatriciaVela: Are those in the presentations? Is there anything that….
95 00:09:18.860 ⇒ 00:09:23.610 JanieceGarcia: Okay, are… is there any of them that would be handled the same?
96 00:09:25.460 ⇒ 00:09:27.470 PatriciaVela: As far as…
97 00:09:27.630 ⇒ 00:09:39.850 PatriciaVela: holds, I mean, you do holds for things, but it’s different codes for every single line. Different technicians for every single line. Right. Different verbiage for every single line of business.
98 00:09:39.920 ⇒ 00:09:41.030 Amber Lin: ….
99 00:09:41.680 ⇒ 00:09:43.690 PatriciaVela: So, I would say no.
100 00:09:44.070 ⇒ 00:09:46.450 PatriciaVela: We’re complicated.
101 00:09:46.450 ⇒ 00:09:47.140 JanieceGarcia: Hmm.
102 00:09:47.500 ⇒ 00:09:57.029 PatriciaVela: The applying reward points and call list procedures, cancellation procedures, those are pretty much gonna be the same company-wide.
103 00:09:57.280 ⇒ 00:09:57.610 Amber Lin: be.
104 00:09:57.950 ⇒ 00:10:05.240 JanieceGarcia: Right. Yeah. Which, applying reward points is in there, is in the central doc already, Amber, with pest control.
105 00:10:05.590 ⇒ 00:10:10.400 JanieceGarcia: Call list is the same, and the cancellation….
106 00:10:10.880 ⇒ 00:10:18.110 Amber Lin: Cancelations, and it should be similar things, because the save tactics should be similar.
107 00:10:18.330 ⇒ 00:10:25.250 JanieceGarcia: Right. It’s just different… yeah, it’s different save tactics, but it’s the same… process.
108 00:10:25.720 ⇒ 00:10:26.950 Amber Lin: Gotcha, okay.
109 00:10:27.200 ⇒ 00:10:33.860 Amber Lin: Core Aeration… Oh.
110 00:10:33.860 ⇒ 00:10:36.329 PatriciaVela: So, that’s informational, so I mean….
111 00:10:36.330 ⇒ 00:10:37.830 Amber Lin: information. Okay.
112 00:10:42.280 ⇒ 00:10:45.010 Amber Lin: That’s a….
113 00:10:46.030 ⇒ 00:10:50.580 PatriciaVela: Video. So that’s a compost video, ….
114 00:10:51.870 ⇒ 00:10:52.890 Amber Lin: Also, I’ll….
115 00:10:52.890 ⇒ 00:10:53.670 JanieceGarcia: informational.
116 00:10:53.670 ⇒ 00:11:06.489 PatriciaVela: informational, correct, just so that they… they… we get asked a lot of questions, just so you know. It’s like, will the machine fit here? What does it look like when they apply it to the lawn? And so we do video so that they’re able to really, like, see it.
117 00:11:11.880 ⇒ 00:11:16.850 Amber Lin: Okay, and then escalation process should also be similar across the company.
118 00:11:17.840 ⇒ 00:11:20.070 PatriciaVela: It… it should, yeah.
119 00:11:20.280 ⇒ 00:11:22.079 PatriciaVela: That should be the similar thing.
120 00:11:22.080 ⇒ 00:11:22.900 Amber Lin: Hmm.
121 00:11:23.550 ⇒ 00:11:31.500 PatriciaVela: but I don’t know if mechanical… I guess every brand… every division might have some differences?
122 00:11:31.530 ⇒ 00:11:32.350 Amber Lin: That’s true.
123 00:11:32.530 ⇒ 00:11:36.720 Amber Lin: Expanded service… Okay.
124 00:11:37.920 ⇒ 00:11:41.099 Amber Lin: Is that also service information?
125 00:11:41.250 ⇒ 00:11:42.420 PatriciaVela: Yes, ma’am.
126 00:11:44.490 ⇒ 00:11:49.240 Amber Lin: Does it have any scheduling procedures or anything?
127 00:11:49.600 ⇒ 00:11:55.309 PatriciaVela: So, those scheduling procedures are going to stimulate the long care training.
128 00:11:55.580 ⇒ 00:11:56.230 PatriciaVela: ….
129 00:11:56.230 ⇒ 00:11:56.750 Amber Lin: Okay.
130 00:11:57.080 ⇒ 00:12:01.090 PatriciaVela: So those could sort of… be mixed, or I could…
131 00:12:02.070 ⇒ 00:12:07.440 PatriciaVela: Update the lawn care training to have it be one, rather than two separate.
132 00:12:07.440 ⇒ 00:12:09.270 Amber Lin: If you’d like. Gotcha. Okay.
133 00:12:09.270 ⇒ 00:12:10.449 PatriciaVela: And that’s informational.
134 00:12:10.770 ⇒ 00:12:11.939 PatriciaVela: the heat tracks.
135 00:12:15.300 ⇒ 00:12:15.890 Amber Lin: Oh.
136 00:12:22.480 ⇒ 00:12:27.429 Amber Lin: And then… overflow… I think that’s a blank folder.
137 00:12:27.430 ⇒ 00:12:34.019 PatriciaVela: Yeah, that, … I… I think we just had a folder, I just shared my entire folder with you, but that’s not….
138 00:12:34.020 ⇒ 00:12:35.100 Amber Lin: Oh, this is a trainer.
139 00:12:35.100 ⇒ 00:12:36.739 PatriciaVela: Not something, yeah.
140 00:12:36.880 ⇒ 00:12:37.850 Amber Lin: Gotcha.
141 00:12:38.800 ⇒ 00:12:40.099 PatriciaVela: So that can go away.
142 00:12:41.240 ⇒ 00:12:42.140 Amber Lin: Gotcha.
143 00:12:45.890 ⇒ 00:12:47.710 Amber Lin: Pain, compost….
144 00:12:48.440 ⇒ 00:12:51.009 PatriciaVela: That would be informational as well.
145 00:12:51.610 ⇒ 00:12:52.350 PatriciaVela: Wow.
146 00:12:52.490 ⇒ 00:12:53.980 Amber Lin: Oh, boy, huh?
147 00:12:55.950 ⇒ 00:12:58.260 Amber Lin: I don’t think I linked it correctly.
148 00:12:59.460 ⇒ 00:13:00.810 Amber Lin: There we go.
149 00:13:02.820 ⇒ 00:13:03.800 Amber Lin: Right.
150 00:13:07.990 ⇒ 00:13:11.119 Amber Lin: And then tree training, same thing, right?
151 00:13:12.270 ⇒ 00:13:12.950 Amber Lin: Okay.
152 00:13:14.400 ⇒ 00:13:17.079 Amber Lin: Updating alarm programs.
153 00:13:20.280 ⇒ 00:13:24.200 PatriciaVela: So that is… first… that is something that they need to know.
154 00:13:25.880 ⇒ 00:13:29.079 Amber Lin: So this is, like, a procedure that they need to do.
155 00:13:30.170 ⇒ 00:13:31.550 Amber Lin: Okay, gotcha.
156 00:13:36.280 ⇒ 00:13:44.500 Amber Lin: Okay, I think the main task here… I gotta jump to meet Brandon soon. I think the main task here is to…
157 00:13:44.640 ⇒ 00:14:01.410 Amber Lin: turn these, PowerPoints into documents? Do you have someone that can help you with that task that I can assign this to? It doesn’t have to be you, just someone that can help copy and paste it into a doc.
158 00:14:02.680 ⇒ 00:14:07.079 PatriciaVela: So instead of a presentation, put it as a document? Yeah. Oh, yeah, yeah, yeah, yeah.
159 00:14:07.080 ⇒ 00:14:11.419 Amber Lin: Let’s search it in… in one document, instead of different ones.
160 00:14:12.910 ⇒ 00:14:14.340 PatriciaVela: All of them into one.
161 00:14:15.060 ⇒ 00:14:15.670 Amber Lin: Yeah.
162 00:14:16.940 ⇒ 00:14:17.750 PatriciaVela: Yes.
163 00:14:18.840 ⇒ 00:14:27.509 Amber Lin: Okay, can you add that person in the chat, and I can… I can call with them, or let them know how to do that?
164 00:14:27.980 ⇒ 00:14:32.429 PatriciaVela: Yeah, absolutely. Into our chat that we have going.
165 00:14:32.600 ⇒ 00:14:34.529 Amber Lin: Yeah. I will do that.
166 00:14:36.860 ⇒ 00:14:42.330 PatriciaVela: Yes, ma’am. I’m gonna go ahead and add, … Leslie to it.
167 00:14:42.870 ⇒ 00:14:43.530 Amber Lin: Okay.
168 00:14:43.530 ⇒ 00:14:45.489 PatriciaVela: And she will be able to help.
169 00:14:47.390 ⇒ 00:15:02.310 Amber Lin: Awesome. Okay. Yeah, I think that’s all. I’ll let you guys know once we… once we create the central dock, and after that, we can start testing out Andy, because we just need the central dock to be ready, and then we can go ahead and test Andy.
170 00:15:03.350 ⇒ 00:15:04.370 PatriciaVela: Sounds good.
171 00:15:04.760 ⇒ 00:15:05.240 Amber Lin: All right.
172 00:15:05.240 ⇒ 00:15:12.740 JanieceGarcia: Awesome, and then will you go ahead and let Sam know that we’re gonna bring her in? It is from 2 to 2.30, they’re only in for about 30 minutes.
173 00:15:12.850 ⇒ 00:15:20.229 JanieceGarcia: … And so… We’ll do that, and then… Okay. We’ll see.
174 00:15:21.650 ⇒ 00:15:25.929 JanieceGarcia: So it’d be good for, since you already have that, she could be, like, your tester, too.
175 00:15:26.380 ⇒ 00:15:31.730 PatriciaVela: So, is it okay if Jerika joins it, so she can kind of already, or do you just want just Sam joining it?
176 00:15:33.210 ⇒ 00:15:41.369 JanieceGarcia: … Jericho could, she definitely could join with us.
177 00:15:41.700 ⇒ 00:15:44.990 JanieceGarcia: Since she’ll be your newest CSR.
178 00:15:45.400 ⇒ 00:15:51.809 PatriciaVela: Yeah, it’ll be good. I mean, I’m thinking from the get-go, just they automatically know to start using it.
179 00:15:52.130 ⇒ 00:15:53.880 PatriciaVela: Okay, well, I’ll let them know.
180 00:15:54.250 ⇒ 00:15:54.850 JanieceGarcia: Okay.
181 00:15:55.680 ⇒ 00:15:56.120 PatriciaVela: All right.
182 00:15:56.120 ⇒ 00:15:58.569 JanieceGarcia: And that’s Erica Ramos-Pain?
183 00:15:58.570 ⇒ 00:15:59.280 PatriciaVela: Yes, ma’am?
184 00:15:59.450 ⇒ 00:16:01.430 JanieceGarcia: Okay, perfect, sounds good.
185 00:16:01.730 ⇒ 00:16:03.480 PatriciaVela: Sounds good, thank you both!
186 00:16:03.480 ⇒ 00:16:04.560 JanieceGarcia: Thank you, bye.
187 00:16:04.560 ⇒ 00:16:05.650 Amber Lin: Thanks, bye.
188 00:16:05.650 ⇒ 00:16:06.350 PatriciaVela: Bye!
189 00:16:07.150 ⇒ 00:16:09.949 Amber Lin: Okay, Janice, let’s hop to the call with Brenda. Same thing.