Meeting Title: Andi Dispatch Sync Date: 2026-01-13 Meeting participants: CassandraBryant, Amber Lin, TaraCook
WEBVTT
1 00:00:06.670 ⇒ 00:00:10.759 CassandraBryant: You need me in here, or… Yeah, I mean, give a second here. Are you…
2 00:00:11.330 ⇒ 00:00:13.739 CassandraBryant: And we’re checking the follow-up, see where they’re at.
3 00:00:58.130 ⇒ 00:01:05.479 CassandraBryant: 2 hours. We’re back 24 hours from next 22… Work plumbing. And work 4 hours after this year.
4 00:01:05.930 ⇒ 00:01:09.359 CassandraBryant: Why is technically 3? Because 3 wasn’t here.
5 00:01:13.220 ⇒ 00:01:14.430 CassandraBryant: Oh, honey.
6 00:01:28.130 ⇒ 00:01:30.009 CassandraBryant: Make you a copy of this.
7 00:01:30.950 ⇒ 00:01:48.879 CassandraBryant: When we do it, we’ll just have our own copy of the page one, we’ll just kind of go through it. And what I normally do, Ash, is I’ll just kind of hear highlights of it, and then tell them, after they sign it, then we’ll tell them… we’ll walk to that printer and make a copy for them, and they could keep a copy, and then we take the original, and then we’ll scan it to their file.
8 00:02:00.880 ⇒ 00:02:02.980 CassandraBryant: Hello, Amber, how are you?
9 00:02:02.980 ⇒ 00:02:05.420 Amber Lin: Hey, I’m good, nice to see you again.
10 00:02:05.420 ⇒ 00:02:07.169 CassandraBryant: It’s nice to see you!
11 00:02:07.590 ⇒ 00:02:15.210 CassandraBryant: Yeah, I was like, we need to meet with Amber. I was like, let’s break down to her what Dispatch does, and then maybe she can help us with what we really need, or what…
12 00:02:15.860 ⇒ 00:02:21.679 CassandraBryant: for us, because I was like, I think what gets confusing is because my team and Tara’s team does a lot of the same stuff.
13 00:02:22.310 ⇒ 00:02:38.680 CassandraBryant: But what we do differently from them is more, like, tech-based, it’s not really customer, interaction, so I was like, let’s get with Amber, let’s kind of go over what we do, and then she kind of let us know what should we input in Andy, and what he could really help us with.
14 00:02:38.920 ⇒ 00:02:47.350 Amber Lin: Yeah, I mean, I remember from our last call, we had, the dispatch Texts, and also dispatch…
15 00:02:47.470 ⇒ 00:02:55.979 Amber Lin: the documents. I’ve added the documents to the central doc. How has that been? Has your team been able to get answers from that?
16 00:02:56.180 ⇒ 00:03:01.049 CassandraBryant: Yeah, so I have typed those in, and I’ve double-checked them. I did see those in there.
17 00:03:02.720 ⇒ 00:03:13.890 CassandraBryant: what we will really use, Andy, for, Amber, is gonna be, like, our tech restrictions. Like, what can a tech do? So, if we type in, let’s just say, like, Mike Snow.
18 00:03:14.080 ⇒ 00:03:21.710 CassandraBryant: It’ll let us know he’s a plumber, he can’t do tankless water heaters, and
19 00:03:22.140 ⇒ 00:03:36.080 CassandraBryant: like, basically that. He’s a plumber, he can do tankless water heaters, and then, like, their license level. If they’re a journeyman, apprentice, master, tradesman, like, if it lets us know…
20 00:03:36.550 ⇒ 00:03:43.519 CassandraBryant: Their license, Structure as well, like, where they’re… they follow up on your license. That’s…
21 00:03:43.520 ⇒ 00:04:00.289 CassandraBryant: primarily what we would use it for. We could get more complex, but I think that would be later, like, if we did have, like, a big job and we typed in, water heater replacement in garage, it would throw out, like, how long that would take.
22 00:04:00.290 ⇒ 00:04:04.679 CassandraBryant: Those just vary so much, so we would have to work more with operations.
23 00:04:04.680 ⇒ 00:04:05.810 Amber Lin: Gotcha, okay.
24 00:04:05.810 ⇒ 00:04:06.329 CassandraBryant: on there.
25 00:04:06.330 ⇒ 00:04:10.409 Amber Lin: I actually had something I wanted to show you today of what we were able
26 00:04:11.360 ⇒ 00:04:20.739 Amber Lin: with, the technicians, because it’s… I realized as we were adding it, it’s different from the regular technician, because there’s a lot more information to it.
27 00:04:20.740 ⇒ 00:04:21.260 CassandraBryant: y’all.
28 00:04:21.269 ⇒ 00:04:35.249 Amber Lin: So I want to show you what it looks like. Let me pull it up. We were… we were testing it yesterday, and we were able to add the, the HVAC team just to test it out, and.
29 00:04:35.250 ⇒ 00:04:35.660 CassandraBryant: No worries.
30 00:04:35.660 ⇒ 00:04:44.580 Amber Lin: show you what’s, what’s possible. So first, let’s see… Okay, let me share screen.
31 00:04:49.780 ⇒ 00:04:52.290 Amber Lin: Cool, and then let me go…
32 00:04:53.900 ⇒ 00:04:56.660 Amber Lin: Oh, dear, I have so many tabs. Ha, here.
33 00:04:56.660 ⇒ 00:04:56.980 CassandraBryant: birth.
34 00:04:56.980 ⇒ 00:05:14.560 Amber Lin: So, this is… we added… we just added a page for dispatch. This is not live yet, but we were… because we don’t want to confuse people, but we were able to do some testing based on this. So, I want to check with you if there’s any more fields we need to add, because right now, we only have
35 00:05:14.920 ⇒ 00:05:29.070 Amber Lin: the person’s name, the service type, what service they cover, and then the branch, because I know you guys do market areas instead of ZIP, so right now it’s just a branch, their level.
36 00:05:29.070 ⇒ 00:05:32.500 CassandraBryant: So, based on what you just said, it seems like…
37 00:05:33.130 ⇒ 00:05:35.429 CassandraBryant: That’s pretty much, yeah. So…
38 00:05:35.430 ⇒ 00:05:38.359 Amber Lin: Isn’t there a license level we need to add as well?
39 00:05:38.360 ⇒ 00:05:45.150 CassandraBryant: So, not for HVAC, but for plumbing, there is, and electrical.
40 00:05:45.240 ⇒ 00:05:46.210 Amber Lin: Okay.
41 00:05:46.210 ⇒ 00:05:55.270 CassandraBryant: So, for plumbing, on there, on the tech level sheet, that I shared with y’all, Amber, you’ll see where it says, like, their license type.
42 00:05:55.660 ⇒ 00:06:01.379 CassandraBryant: And that would have on there, like, if they’re an apprentice, if they’re a,
43 00:06:01.750 ⇒ 00:06:05.000 CassandraBryant: Journeyman, tradesman, or a master plumber.
44 00:06:05.490 ⇒ 00:06:14.380 CassandraBryant: So it would kind of have on there what their license is, and that’s important because, certain type of levels could only go to certain type of jobs.
45 00:06:14.530 ⇒ 00:06:15.360 Amber Lin: Yeah.
46 00:06:15.620 ⇒ 00:06:20.800 CassandraBryant: And so, if we could get that on there, that would be something else that they would be able to…
47 00:06:20.920 ⇒ 00:06:21.870 CassandraBryant: Awesome.
48 00:06:21.870 ⇒ 00:06:22.340 Amber Lin: Okay.
49 00:06:22.340 ⇒ 00:06:41.879 CassandraBryant: use, or, like, the apprentices, because I even, earlier today, I even had to walk to Ashley’s desk, and I was like, hey, who would be a good apprentice to put on this job? But I think, like, it would be good, like, if we had that, like, this apprentice, and then kind of what their, their strengths are, or if they’re on an area also.
50 00:06:42.200 ⇒ 00:06:51.470 Amber Lin: Sounds like only HVAC has the service versus maintenance. Is that parallel with anything, or is it just for HVAC?
51 00:06:51.700 ⇒ 00:07:04.259 CassandraBryant: Just HVAC, water quality. Water quality has service, maintenance, and install. I see. So they do have service and maintenance, but they have install included as well.
52 00:07:04.260 ⇒ 00:07:07.430 Amber Lin: I see. There’s only one guy on Water.
53 00:07:07.430 ⇒ 00:07:29.750 CassandraBryant: Yeah, we didn’t fill out… yeah, I’m gonna get with, John Patrol, which is that service manager. He’s supposed to be in the office tomorrow. I’ll get with him, because I asked him to sit down with me to kind of go over, like, what does he want each guy to be labeled as, because they kind of sub all of them out, so kind of like, what do you want the structure to be, or what do you want to be published?
54 00:07:29.750 ⇒ 00:07:32.599 CassandraBryant: For the knowledge base for this technician.
55 00:07:32.830 ⇒ 00:07:37.860 CassandraBryant: And then I’ll upload that, and then I’ll email you and let you know water quality is completed.
56 00:07:37.860 ⇒ 00:07:38.650 Amber Lin: Yeah.
57 00:07:38.650 ⇒ 00:07:39.490 CassandraBryant: that information.
58 00:07:39.490 ⇒ 00:07:43.960 Amber Lin: Let me write that down. Service… Type.
59 00:07:44.200 ⇒ 00:07:49.880 Amber Lin: also includes… Back in water quality.
60 00:07:53.570 ⇒ 00:08:04.079 CassandraBryant: on the, tech levels, for plumbing, so plumbing’s gonna be probably our most difficult one. It’s more complex. So if you see on there, Amber.
61 00:08:04.080 ⇒ 00:08:18.440 CassandraBryant: The service manager filled it out, so he has, like, texts that, like, basically by their frame, who’s smaller, or, like, larger frame texts, which is important information of who could get in, like, small spaces, like, crawl spaces, or underneath stuff.
62 00:08:18.440 ⇒ 00:08:18.860 Amber Lin: Oh.
63 00:08:18.860 ⇒ 00:08:23.490 CassandraBryant: like that. So I don’t know if there’s a line that y’all could put on there for that.
64 00:08:23.490 ⇒ 00:08:30.559 Amber Lin: I see, I see. We can totally either put that in notes, or create a separate, column for that.
65 00:08:30.560 ⇒ 00:08:31.160 CassandraBryant: Okay.
66 00:08:31.160 ⇒ 00:08:37.550 Amber Lin: Is there any other services that needs, like, tech size details?
67 00:08:38.210 ⇒ 00:08:45.860 CassandraBryant: I would say no, just, plumbing, really. Okay. They get, like, underneath the house and stuff like that.
68 00:08:46.120 ⇒ 00:08:51.749 CassandraBryant: Most of HVAC stuff are, like, in closets or attics, which are accessible.
69 00:08:51.940 ⇒ 00:08:55.920 CassandraBryant: For most guys that are physically fit to even do the job, so…
70 00:08:56.850 ⇒ 00:08:57.800 Amber Lin: Okay.
71 00:08:57.900 ⇒ 00:08:59.500 Amber Lin: And then…
72 00:08:59.850 ⇒ 00:09:13.769 Amber Lin: Here, let me share screen, because I’m looking at a few of these details. For… say, for this part, what is… what does this mean, and would you need that in a database at all, or can people just…
73 00:09:14.020 ⇒ 00:09:24.880 CassandraBryant: So, Ashley, on the apprentices, the plumber to assign the shadow, do you want to have that in there?
74 00:09:24.880 ⇒ 00:09:28.640 CassandraBryant: database, do you think that they would need that? So, like, if they need to know, like.
75 00:09:28.640 ⇒ 00:09:51.960 CassandraBryant: I have an open plumber that needs somebody to shadow. Who are my techs to offer? That were kind of thrown up. So, the plumbers to assign apprentices to shadow, that’s basically… that would be good information. That would be something that a dispatcher would utilize, Amber. So, for example, if I had Donovan that didn’t have nobody to go with on a paid job.
76 00:09:51.960 ⇒ 00:10:08.609 CassandraBryant: then I need to find a tech that he could go with. So, if I could have, like, if it’s, like, a question, like, I have an open apprentice in plumbing, who can I send him with the shadow? If just those guys can pop up, this is your option. Option 1.
77 00:10:08.610 ⇒ 00:10:09.610 Amber Lin: Yes. Or…
78 00:10:09.610 ⇒ 00:10:09.990 CassandraBryant: they are.
79 00:10:09.990 ⇒ 00:10:15.500 Amber Lin: I see. So is this fixed, or this… can this change? Should I just.
80 00:10:15.500 ⇒ 00:10:26.640 CassandraBryant: That is… so the apprentices and the assigned plumbers are fixed for a period of time. They change, either a half a year or a quarter, it just really depends.
81 00:10:26.640 ⇒ 00:10:43.319 CassandraBryant: But those are fixed. So it would be nice to have, like, because I know, like, if I’m a dispatcher and I’m scheduling a bid job, and I need to know who are apprentices in Austin that I could, add to a plumbing job, if those could just pop up.
82 00:10:43.320 ⇒ 00:10:48.090 CassandraBryant: Then I know, okay, these are my options. I need to look for these guys to be open.
83 00:10:48.090 ⇒ 00:10:53.639 Amber Lin: Are these all, like, master apprentices? What qualifies them to… to be…
84 00:10:53.640 ⇒ 00:10:59.860 CassandraBryant: More like skill. Most of them are either,
85 00:11:00.750 ⇒ 00:11:06.689 CassandraBryant: I would say most of them are journey… I’m sorry, tradesmen or masters.
86 00:11:06.950 ⇒ 00:11:08.010 Amber Lin: I see.
87 00:11:08.010 ⇒ 00:11:08.339 CassandraBryant: You know?
88 00:11:08.340 ⇒ 00:11:14.190 Amber Lin: Because I’m thinking we can put it in… Pull this up here. So…
89 00:11:15.250 ⇒ 00:11:31.330 Amber Lin: we’ll add another column of their skill level, so Apprentice, Master, whatever, and then I think we can add a column of notes. For example, if you see our regular, let’s see…
90 00:11:32.030 ⇒ 00:11:35.520 Amber Lin: Our regular section there, there should be an area where we…
91 00:11:35.710 ⇒ 00:11:45.410 Amber Lin: put in the different notes of, okay, this person can cover this and cover that. We’ll just add another column to say…
92 00:11:45.780 ⇒ 00:12:01.609 Amber Lin: this is one of the people that, can be assigned an apprentice, and I think once you guys are able to work with this database and update that, you can… you can go in and change up, who you assign as, like.
93 00:12:01.610 ⇒ 00:12:02.210 CassandraBryant: Yeah.
94 00:12:02.540 ⇒ 00:12:07.230 Amber Lin: Plumbing, like, people that can get apprentices.
95 00:12:07.700 ⇒ 00:12:08.560 CassandraBryant: Okay.
96 00:12:08.790 ⇒ 00:12:11.730 Amber Lin: Column.
97 00:12:15.870 ⇒ 00:12:17.140 Amber Lin: Let’s see…
98 00:12:26.080 ⇒ 00:12:36.809 Amber Lin: And it seems like when I asked them to test this out, it seems like it was, based on our test database, they were able to pull these up.
99 00:12:37.010 ⇒ 00:12:48.330 Amber Lin: However, we probably need to add people’s last names, or else it might get confused with people that have similar, similar first names.
100 00:12:48.530 ⇒ 00:12:54.680 Amber Lin: So… I might need to ask you to help me add that in the tech levels.
101 00:12:54.900 ⇒ 00:12:57.809 CassandraBryant: Okay, yeah, we’ll go in and add their last names.
102 00:12:58.080 ⇒ 00:12:59.740 Amber Lin: Yeah, that would be great.
103 00:12:59.950 ⇒ 00:13:03.770 Amber Lin: Double check here.
104 00:13:04.070 ⇒ 00:13:07.120 Amber Lin: So I’ll make this a column.
105 00:13:07.380 ⇒ 00:13:11.310 Amber Lin: Make that a column, and then…
106 00:13:11.760 ⇒ 00:13:15.339 Amber Lin: Let me know when water quality is done.
107 00:13:15.650 ⇒ 00:13:23.590 Amber Lin: And… are you also adding any new people on appliances? I notice that they don’t have their…
108 00:13:23.770 ⇒ 00:13:25.570 CassandraBryant: Yeah, that’s a small trade.
109 00:13:27.130 ⇒ 00:13:30.119 CassandraBryant: Yeah, that’s all they have. It’s a very small tree.
110 00:13:30.120 ⇒ 00:13:39.000 Amber Lin: I see, so would they just, would I just leave their… this blank on, like, what license type they have?
111 00:13:41.130 ⇒ 00:13:47.700 CassandraBryant: Let’s see… on, electrical? Or…
112 00:13:47.700 ⇒ 00:13:49.020 Amber Lin: On appliance.
113 00:13:49.020 ⇒ 00:13:53.720 CassandraBryant: Appliances, yeah, so they don’t have licensing. They don’t have, like, a license, yeah.
114 00:13:54.030 ⇒ 00:14:01.000 Amber Lin: Okay, for this, how is the licensed residential wirement different than,
115 00:14:01.410 ⇒ 00:14:14.460 CassandraBryant: So, residential wiring cannot go to commercial jobs. They can only do residential. They do more of, like, outlets,
116 00:14:14.720 ⇒ 00:14:27.889 CassandraBryant: like, outfit, sorry, outlets, like, light switches, maybe, like, install, like, a light or something. They don’t get into, like, really, like, high voltage, complex electrical work. I see.
117 00:14:27.890 ⇒ 00:14:33.330 Amber Lin: Does that apply for… so does these folks cover both residential and commercial?
118 00:14:33.330 ⇒ 00:14:35.909 CassandraBryant: Yes, they do residential and commercial.
119 00:14:35.910 ⇒ 00:14:39.709 Amber Lin: Oh, so there’s, like, licensed residential and commercial wire.
120 00:14:39.710 ⇒ 00:14:40.420 CassandraBryant: Interesting before.
121 00:14:40.420 ⇒ 00:14:49.100 Amber Lin: how I would add them in. Okay, so these are… do they qualify as any of the journeymen or master levels, or should I.
122 00:14:49.100 ⇒ 00:14:51.360 CassandraBryant: No, all they do is, yeah.
123 00:14:52.010 ⇒ 00:14:53.860 Amber Lin: Just residential, okay.
124 00:14:54.220 ⇒ 00:15:00.779 CassandraBryant: Would it be helpful if, like, we add next to that, like, kind of like a definition of what they can do?
125 00:15:02.760 ⇒ 00:15:11.479 Amber Lin: That would be helpful. I think there’s an area where we can add notes. I’m just thinking of… because this is not, like, the same
126 00:15:11.910 ⇒ 00:15:19.129 Amber Lin: types that we had, for these. I’m just thinking of how my team’s gonna add them to the database.
127 00:15:19.730 ⇒ 00:15:21.040 Amber Lin: Okay.
128 00:15:21.770 ⇒ 00:15:26.669 Amber Lin: Let’s see, because… Because right here, you see, we have…
129 00:15:26.800 ⇒ 00:15:33.250 Amber Lin: say, residential and commercial, so I think I would just tag them as residential.
130 00:15:33.640 ⇒ 00:15:36.700 Amber Lin: Okay. And then the other folks can be…
131 00:15:36.820 ⇒ 00:15:46.109 Amber Lin: Both. Are there any other folks that’s only covering commercial, only covering mechanical… oh, sorry, only covering residential?
132 00:15:51.960 ⇒ 00:15:53.970 CassandraBryant: No?
133 00:15:55.640 ⇒ 00:15:56.870 CassandraBryant: -
134 00:15:59.110 ⇒ 00:16:02.989 Amber Lin: Okay. Now, on, plumbing.
135 00:16:03.260 ⇒ 00:16:06.600 CassandraBryant: What’s the first one? Tradesman or Journeyman? Journeyman?
136 00:16:06.930 ⇒ 00:16:08.919 CassandraBryant: I don’t know if they don’t do commercial.
137 00:16:10.810 ⇒ 00:16:13.139 TaraCook: It’s Tradesman, Journeyman, Master.
138 00:16:14.710 ⇒ 00:16:16.239 CassandraBryant: So it’s a tradesman.
139 00:16:16.930 ⇒ 00:16:20.080 CassandraBryant: Which one, though, do commercial, Tor?
140 00:16:20.080 ⇒ 00:16:20.710 TaraCook: linesman.
141 00:16:20.710 ⇒ 00:16:24.669 CassandraBryant: Tradesmen, yeah. Yeah, so tradesmen, they don’t do commercial.
142 00:16:25.640 ⇒ 00:16:27.859 Amber Lin: So they’re only residential, too.
143 00:16:33.300 ⇒ 00:16:34.240 Amber Lin: Okay.
144 00:16:39.370 ⇒ 00:16:58.029 Amber Lin: Cool, so that makes sense. I’ll add a… I’ll make another spreadsheet so I don’t mess up this one, and I’ll put in what we just talked about, and if you are okay with the columns, and you think that will cover what people will ask, then I will add it to the database, and then.
145 00:16:58.030 ⇒ 00:17:07.919 CassandraBryant: So, on, while I’m thinking about it on HVAC, because I’m thinking about one of the questions one of my dispatchers asked, would it be,
146 00:17:08.589 ⇒ 00:17:14.039 CassandraBryant: Oh, well, it would be under notes, right? So, like, if I ask, like, who is the senior HVAC tech?
147 00:17:14.139 ⇒ 00:17:19.269 CassandraBryant: Would it be underneath the notes section of the column that you’re making, or…
148 00:17:19.270 ⇒ 00:17:19.970 Amber Lin: Mmm.
149 00:17:19.970 ⇒ 00:17:22.719 CassandraBryant: Technically, they don’t have a license.
150 00:17:23.710 ⇒ 00:17:24.230 Amber Lin: alone.
151 00:17:24.230 ⇒ 00:17:26.819 CassandraBryant: with HVAC,
152 00:17:26.819 ⇒ 00:17:43.370 CassandraBryant: But they do have, like, more of, like, skill sets. So, like, if you’re entry-level, those are more, like, your maintenance-only guys. If you’re, experienced, you may do, like, maintenance primarily, but overflow, service.
153 00:17:43.370 ⇒ 00:17:47.599 CassandraBryant: But if you’re a senior tech, then you do service overflow maintenance.
154 00:17:47.950 ⇒ 00:17:50.470 CassandraBryant: We could get real confusing, Amber.
155 00:17:50.470 ⇒ 00:17:51.459 Amber Lin: I see.
156 00:17:52.000 ⇒ 00:18:09.469 Amber Lin: Let me… let me show you what we have. So this is… this is just what we have right now. We haven’t added the notes section. We only have service versus maintenance, and you can only, like, based on that, you can only tell two levels. If you want, we can add it in the notes section, but…
157 00:18:09.470 ⇒ 00:18:10.449 CassandraBryant: Yeah, I would add…
158 00:18:10.450 ⇒ 00:18:12.570 Amber Lin: How you would… .
159 00:18:12.850 ⇒ 00:18:29.579 CassandraBryant: I could go in and clean it up, because, like, for example, if I need to know who does QC calls for HVAC, it would be beneficial, and this would need to be updated, but it would be beneficial for it to pop up. Like, Axel, he does QC calls now. I see.
160 00:18:29.580 ⇒ 00:18:30.120 Amber Lin: So…
161 00:18:30.130 ⇒ 00:18:31.270 CassandraBryant: pop up.
162 00:18:32.880 ⇒ 00:18:36.390 Amber Lin: So I could add these as, like, different…
163 00:18:36.820 ⇒ 00:18:51.860 Amber Lin: tags to add in. Like, I’ll just add overflow maintenance as a tag, and then service as a tag, maintenance as a tag. Okay. How does this overlap with that? Like, is this an official…
164 00:18:51.860 ⇒ 00:19:02.299 CassandraBryant: That’s their primary, that’s their primary, basically. So, they should be… yeah, so primarily, this is what they do.
165 00:19:02.300 ⇒ 00:19:13.330 CassandraBryant: And then secondary is kind of, like, over. It definitely could be cleaned up, looking at it, but they could definitely… like, Randall, if you look at Randall’s.
166 00:19:14.030 ⇒ 00:19:23.299 CassandraBryant: I don’t know who may have edited some of it, but if you look at Reynolds, that’s how it should be. So, it should be, like, he’s service, that’s how many calls in, he’s overflow maintenance.
167 00:19:23.300 ⇒ 00:19:36.479 CassandraBryant: That’s just a tag that he comes from, San Antonio. For dispatch, I just let them know, like, when you’re routing him, you want to start him in, like, South Austin area, because he’s coming in from San Antonio.
168 00:19:37.850 ⇒ 00:19:41.869 Amber Lin: Oh, I see. I think we added…
169 00:19:42.310 ⇒ 00:19:52.550 Amber Lin: We were going to add these home zips. What are the specific instructions based on these zips?
170 00:19:52.670 ⇒ 00:20:09.909 CassandraBryant: So, those right there would be beneficial to my team and Tara’s team. So, say, for example, Tara’s team has a customer that needs to… I have a customer in 787… or 78640 that I need to schedule a first stop on.
171 00:20:09.930 ⇒ 00:20:16.070 CassandraBryant: If it’s, like, who would be that technician, it would be best, like, if it… if it…
172 00:20:16.070 ⇒ 00:20:30.359 CassandraBryant: selects, like, line item 9, Billy, because that’s going to show you Billy’s home zip code is Kyle. So if you start him… you can start their first stops near their home zip code. We want their drive time to be as close as possible to their home for their first stop.
173 00:20:30.360 ⇒ 00:20:33.519 Amber Lin: Let’s see, so these are all Austin zips.
174 00:20:33.780 ⇒ 00:20:49.159 CassandraBryant: Yeah, well, some of them are San Antonio, because some of our guys come from San Antonio. Like, Randall, if you look at his, he comes from Schertz, Texas, which is, like, a suburb of San Antonio, so he comes from 78154. And then…
175 00:20:49.160 ⇒ 00:20:49.520 Amber Lin: I see.
176 00:20:49.520 ⇒ 00:21:11.219 CassandraBryant: I just… I’m very, like, particular about location, so what I did is I got with each of the guys to kind of get, like, an area, like, maybe a crossroad, or what’s an easier area for them to start with. So, like, if you see, Axel, it’s easier to start him in, like, the Horsesby Bend, Austin Colony, or close to Dell Valley area.
177 00:21:11.220 ⇒ 00:21:20.489 Amber Lin: I see. So, I’m thinking about what information to give back when people ask. Is it enough to just give a zip code?
178 00:21:20.820 ⇒ 00:21:29.900 Amber Lin: Or do you need the whole instruction of, they come from this place, it’s best to enter him from this, and along these lines? Like, what is the barrier.
179 00:21:30.800 ⇒ 00:21:31.470 Amber Lin: need.
180 00:21:31.770 ⇒ 00:21:33.439 CassandraBryant: I would say…
181 00:21:33.620 ⇒ 00:21:50.689 CassandraBryant: Tara, you can jump in, because your team was scheduled… I mean, we schedule a lot of the first stops. I’m thinking of just somebody that’s not so much zip code savvy, or, like, savvy on, like, area and stuff like that. What would be the easiest thing for them to read?
182 00:21:51.170 ⇒ 00:21:54.159 TaraCook: I think just knowing the starting zip code would help.
183 00:21:54.430 ⇒ 00:21:55.220 CassandraBryant: Huh.
184 00:21:55.570 ⇒ 00:22:00.229 TaraCook: I think more so… I don’t know how…
185 00:22:00.670 ⇒ 00:22:01.510 CassandraBryant: So maybe…
186 00:22:01.510 ⇒ 00:22:02.189 TaraCook: We want to get in.
187 00:22:02.190 ⇒ 00:22:06.979 CassandraBryant: The home zip, so maybe if you just put the home in the zip code, like home zip.
188 00:22:08.240 ⇒ 00:22:09.100 CassandraBryant: Ew.
189 00:22:09.100 ⇒ 00:22:16.649 Amber Lin: Okay. I mean, they’re the only one who has that for now. Would you be adding this for any other techs in the future?
190 00:22:16.650 ⇒ 00:22:24.719 CassandraBryant: You want to add the home zips for all ticks, or… We got them on the blocks in the vault. Yeah, we’ll add them to all of them. We have them all. Cool, okay.
191 00:22:24.720 ⇒ 00:22:30.730 Amber Lin: Okay, yeah, that’s no rush, because we… it will take a bit for us to…
192 00:22:31.150 ⇒ 00:22:43.650 Amber Lin: like, add everything. I think this is lower priority than, I guess, having the last names of the texts. We don’t want to add duplicates of people with the same first name.
193 00:22:43.650 ⇒ 00:22:44.730 CassandraBryant: Yeah.
194 00:22:45.410 ⇒ 00:22:47.710 Amber Lin: Cool, okay. So, let me…
195 00:22:47.820 ⇒ 00:23:00.510 Amber Lin: Let’s do that, and then I’ll try to do just this… we can do definitely the zips for now. We’ll see if we can add, like, other instructions in the notes, perhaps.
196 00:23:00.880 ⇒ 00:23:05.470 Amber Lin: But, yeah, that’s… that’s great. I’ll add that, and then…
197 00:23:05.680 ⇒ 00:23:13.199 Amber Lin: I think Casey sent you guys a link on this. If not, I’ll send you guys the link. And then we have some testing results.
198 00:23:13.500 ⇒ 00:23:17.440 Amber Lin: Here, based on HVAC,
199 00:23:17.640 ⇒ 00:23:24.930 Amber Lin: Is this, like, a good type of answer when you ask? Is this the type of question people ask, and is this the type of…
200 00:23:25.330 ⇒ 00:23:33.529 CassandraBryant: Yeah, like, HVAC. So, they wouldn’t really ask HVAC dispatch for College Station, they’ll ask, like, HVAC tech.
201 00:23:33.600 ⇒ 00:23:35.249 Amber Lin: For College Station.
202 00:23:35.250 ⇒ 00:23:48.240 TaraCook: So the example that I had was from Jane. It’ll help her. She wanted to know how many calls to schedule on Damon. So, like, how many service call, or how many AMP
203 00:23:48.590 ⇒ 00:23:54.430 TaraCook: to schedule on a technician, like, a specific technician.
204 00:23:55.380 ⇒ 00:23:57.289 Amber Lin: I see.
205 00:23:57.600 ⇒ 00:24:03.349 TaraCook: Which is on that spreadsheet, like, it tells you, it’ll tell you, like, that information is there.
206 00:24:03.930 ⇒ 00:24:13.859 TaraCook: You know, so, like, if that information is… I know we’re putting it in there, but I think going forward, if it were to be asked now, how many calls can I schedule on Frank?
207 00:24:13.960 ⇒ 00:24:17.449 TaraCook: You know, I would imagine that it’s gonna spit it out now.
208 00:24:17.760 ⇒ 00:24:18.800 TaraCook: That is in there.
209 00:24:19.080 ⇒ 00:24:32.419 Amber Lin: I see. Could you also give me, because this is in testing version, I don’t think I have the ability to test it right away. Could you give me a few other questions, so I can have them test it?
210 00:24:32.640 ⇒ 00:24:36.459 TaraCook: Yes, let me log into Lanier, unless someone else sees it.
211 00:24:37.740 ⇒ 00:24:41.239 CassandraBryant: No, you… I’m not in Lenore, like the one that you’re in.
212 00:24:41.240 ⇒ 00:24:51.899 Amber Lin: how would we… how would we differentiate when they ask for HVAC techs, when it could be for mechanical and it could be for dispatch? Like, how… how would we distinguish between that?
213 00:24:53.050 ⇒ 00:24:56.319 CassandraBryant: So, it will be the same information.
214 00:24:57.040 ⇒ 00:25:03.070 CassandraBryant: So, like, if Tara’s team needs to book a call, let’s say they’re looking for…
215 00:25:03.180 ⇒ 00:25:10.919 CassandraBryant: HVAC call, a tech for HVAC call in… San Antonio.
216 00:25:11.410 ⇒ 00:25:17.899 CassandraBryant: It would be the same information that would be provided to them, because they will go by the same restrictions for that technician.
217 00:25:18.640 ⇒ 00:25:21.990 Amber Lin: I see. We had something,
218 00:25:22.520 ⇒ 00:25:26.970 Amber Lin: I think we were… we were adding… we’ve added the mechanical…
219 00:25:27.230 ⇒ 00:25:31.110 Amber Lin: text before, I think it’s the mechanical…
220 00:25:31.280 ⇒ 00:25:34.439 Amber Lin: is this one. I think we’ve added this.
221 00:25:34.570 ⇒ 00:25:37.969 Amber Lin: Before, how is this different from the…
222 00:25:38.400 ⇒ 00:25:44.140 CassandraBryant: Because that’s just telling you the market areas they’re in, that’s not telling you what they, like, their restrictions.
223 00:25:44.670 ⇒ 00:25:56.260 CassandraBryant: So, like, if I say I need a plumber for a tankless water heater in Austin, and it provides me all of those guys, and I book it on Mike Snow, he can’t do tankless water heaters.
224 00:25:56.390 ⇒ 00:26:00.309 CassandraBryant: So then, we’re gonna have to call that customer and reschedule him.
225 00:26:00.710 ⇒ 00:26:01.080 Amber Lin: I see.
226 00:26:01.080 ⇒ 00:26:01.630 CassandraBryant: Or…
227 00:26:01.630 ⇒ 00:26:07.970 Amber Lin: Where does specify of what they can’t do, like, for example, the tankless water heaters.
228 00:26:07.970 ⇒ 00:26:21.900 CassandraBryant: It’ll be by their light… so, his, like, if you go to plumbing, Mike Snow’s is under his license, like, the notes. So, he is… yeah. So, right there, he’s,
229 00:26:22.370 ⇒ 00:26:23.890 CassandraBryant: No tankless.
230 00:26:24.030 ⇒ 00:26:27.349 CassandraBryant: Our projects are large jobs, so he does, like, small…
231 00:26:29.100 ⇒ 00:26:29.830 Amber Lin: Oh…
232 00:26:29.830 ⇒ 00:26:40.470 TaraCook: And that actually was a question that… from Ashley, kudos to Ashley, thank you for that. Her question was, can Mike Snow complete a tankless water heater repair?
233 00:26:41.010 ⇒ 00:26:43.899 TaraCook: And Andy said he couldn’t find any information.
234 00:26:44.330 ⇒ 00:26:50.569 TaraCook: And then she did give the feedback that Mike Snow can only complete tankless flush, but not complete repairs.
235 00:26:53.030 ⇒ 00:26:54.350 TaraCook: That’s an example.
236 00:26:54.350 ⇒ 00:27:00.609 Amber Lin: I see. We might have to expand this to make it a bit more, a bit more…
237 00:27:00.810 ⇒ 00:27:01.320 TaraCook: granular.
238 00:27:01.890 ⇒ 00:27:07.789 Amber Lin: granular, just… I might separate out, like, This part, and then the…
239 00:27:08.090 ⇒ 00:27:17.449 Amber Lin: like, their size, and then what they can or cannot do. Okay. Just confirming, are the people here different?
240 00:27:17.890 ⇒ 00:27:19.150 Amber Lin: Or are they just all the.
241 00:27:19.150 ⇒ 00:27:34.100 CassandraBryant: They’re the same. I think on tech levels, we still have some of the older people on there. I already deleted everybody that’s no longer here. Okay. Yeah, Ashley’s cleaning it up as we’re going. And all the last names have been added. And she says she’s added all the last names, also.
242 00:27:34.100 ⇒ 00:27:36.980 Amber Lin: Awesome. Okay, on the tech level.
243 00:27:36.980 ⇒ 00:27:37.640 CassandraBryant: Yeah.
244 00:27:37.640 ⇒ 00:27:38.740 Amber Lin: Okay, great.
245 00:27:38.790 ⇒ 00:27:40.690 CassandraBryant: So…
246 00:27:40.690 ⇒ 00:27:46.899 Amber Lin: Apply… Cool, so I will…
247 00:27:47.770 ⇒ 00:27:48.330 CassandraBryant: homes.
248 00:27:48.330 ⇒ 00:27:50.929 Amber Lin: So I’ll go back and have them, because I think
249 00:27:51.420 ⇒ 00:27:53.339 Amber Lin: We got really confused on if.
250 00:27:53.340 ⇒ 00:27:53.850 CassandraBryant: Very different.
251 00:27:53.850 ⇒ 00:27:55.420 Amber Lin: sprint.
252 00:27:55.420 ⇒ 00:27:56.230 CassandraBryant: Oh, yeah.
253 00:27:56.810 ⇒ 00:28:00.520 Amber Lin: I think I’ll… Home.
254 00:28:01.600 ⇒ 00:28:15.389 Amber Lin: I’ll have them… I’ll go back and sing with Casey and see what’s the best way to add it. I’ll make sure to add in all the columns, and I’ll check with you guys if that’s correct. And then…
255 00:28:15.870 ⇒ 00:28:19.180 Amber Lin: Let’s see, and I’ll also get back to you when…
256 00:28:19.340 ⇒ 00:28:25.359 Amber Lin: about, like, when this would be available in ANDI, because it’s only available in the test version right now.
257 00:28:25.540 ⇒ 00:28:26.480 CassandraBryant: Okay.
258 00:28:27.680 ⇒ 00:28:28.300 Amber Lin: Cool.
259 00:28:30.810 ⇒ 00:28:47.500 CassandraBryant: Right, Em, well, we’ll take care of our action items, and then we’ll let you know when we’re complete, and then, Ashley already got the water quality guys added. We’re just gonna kind of get, like, if they’re gonna be install, service, or maintenance. So we’ll let you know once that’s added, and then we’ll go from there.
260 00:28:47.790 ⇒ 00:28:48.739 Amber Lin: Okay, awesome.
261 00:28:48.740 ⇒ 00:28:50.270 CassandraBryant: All right. Thank you, Amber.
262 00:28:50.270 ⇒ 00:28:52.579 TaraCook: Hi, ladies, sorry I was late. Bye, y’all.
263 00:28:52.580 ⇒ 00:28:53.260 Amber Lin: Bye!