Meeting Title: Andy Tickets and KPIs Sync Date: 2026-03-30 Meeting participants: read.ai meeting notes, Pranav, JanieceGarcia


WEBVTT

1 00:01:02.730 00:01:03.920 JanieceGarcia: Good morning.

2 00:01:05.099 00:01:06.209 Pranav: Hey, good morning.

3 00:01:12.710 00:01:15.880 JanieceGarcia: I’m going through some of Andy’s tickets, so… already.

4 00:01:17.620 00:01:19.060 Pranav: Gotcha. Okay, cool.

5 00:01:20.960 00:01:22.500 Pranav: Is that something…

6 00:01:22.720 00:01:29.559 Pranav: we need to go through together. Could I, like, help in any way, or is it mostly just kind of assessing if it’s good feedback or bad feedback?

7 00:01:29.560 00:01:39.949 JanieceGarcia: It’s assessing, and I’ve already given her some feedback, because, like, there’s ones that she went and asked again, like, if she asked who’s the universal inspectors for this zip code.

8 00:01:40.210 00:01:42.440 JanieceGarcia: And it gave her the entire list.

9 00:01:42.680 00:01:45.749 JanieceGarcia: And not residential or commercial, that she didn’t specify.

10 00:01:47.580 00:02:02.399 JanieceGarcia: And then she asked it again, she was like, it’s still giving me the entire list, but… and that’s what I’m telling her, is you asked for universal inspectors, which would give you both commercial and residential, because you didn’t specify either-or.

11 00:02:02.940 00:02:11.029 JanieceGarcia: there was more in there, and it’s like she’s asking the same things over and over. Well, there’s not gonna be a change within minutes.

12 00:02:11.220 00:02:29.870 JanieceGarcia: And then there was another one that she had put in a couple times showing that production tickets should be always at zero, but that’s not correct. Andy’s response was, production tickets should be at zero for the sell amount, but there could be a production value based upon the actual

13 00:02:30.050 00:02:40.310 JanieceGarcia: type of service, like projects, which it did give lists of bad bug, handyman, and rodent projects, and so I got with her on that, too.

14 00:02:40.310 00:02:52.080 JanieceGarcia: So, I’m just kind of assessing what she actually put in there, and if it’s something that does need to be adjusted, then I’m adding it to myself, or if it’s something that Casey can do quickly on the zip codes, then…

15 00:02:52.260 00:02:55.800 JanieceGarcia: I’m assigning it to him, but there’s only been one that I assigned to him so far.

16 00:02:56.360 00:02:57.719 Pranav: Okay, sounds good.

17 00:03:02.070 00:03:10.400 JanieceGarcia: I don’t know if Yvette’s coming in, to be honest. I know we have a meeting right after this one, she could be getting ready for…

18 00:03:10.820 00:03:23.619 Pranav: Yeah, no, that makes sense. I was also thinking, like, you know, since we’re messaging every day, too, like, these Monday meetings might be less and less useful going forward. So I’m happy to kind of…

19 00:03:23.910 00:03:37.640 Pranav: keep this just as, like, optional, and then maybe I can just sync with you, like, right before the meeting to see if, like, you know, we need, like, a standing 30 minutes. If not, we can just… I think last week we met a couple times, just, like, ad hoc. That might be better for us. Right. Yeah.

20 00:03:37.760 00:03:38.970 Pranav: Huh?

21 00:03:39.260 00:03:51.639 Pranav: Okay, so going forward, I’ll do that. Same thing for today, I just kind of wanted to keep this in case you had any additional comments on how production’s been looking since Friday, but I don’t think it’s enough time, to be honest.

22 00:03:52.630 00:03:59.310 JanieceGarcia: No, I mean, I don’t either, and I mean, we met at the end of my day, because I leave at 4.

23 00:03:59.480 00:04:05.380 JanieceGarcia: Right. So, I mean, I think we got everything, and with us, yeah, I’m meeting…

24 00:04:05.980 00:04:13.210 JanieceGarcia: as much as we did last week, it’s… I think today is kind of… Null and void.

25 00:04:13.210 00:04:13.970 Pranav: Yeah.

26 00:04:14.840 00:04:25.090 JanieceGarcia: But, I mean, the KPIs, I’m still really happy with the KPIs. I did want to double check, though, and make sure the ones that I had sent you, the Eloy.

27 00:04:25.160 00:04:33.280 JanieceGarcia: Eloy, Jerika, Cecilia, that those are going to be removed, so that way… because I’m… right now, I’m manually counting their numbers.

28 00:04:33.280 00:04:45.679 JanieceGarcia: And adding them and subtracting them, because the real’s not giving… like, Heaven, for example, she’s under mechanical, and her question, she had 60 questions, so I minus the 60 from the mechanical side and added it to ours.

29 00:04:45.800 00:04:47.660 JanieceGarcia: For the new sales side.

30 00:04:47.950 00:04:51.940 Pranav: Gotcha. Let me share my screen real quick, and then we can kind of…

31 00:04:52.200 00:04:55.639 Pranav: dive into where real is being a little bit inaccurate.

32 00:04:57.490 00:05:01.199 JanieceGarcia: I don’t think they were ever updated when they came over to my team.

33 00:05:02.860 00:05:04.150 Pranav: Oh, okay, interesting.

34 00:05:06.110 00:05:10.219 Pranav: Okay, let me… yeah, let me just share my screen real quick.

35 00:05:10.380 00:05:10.930 JanieceGarcia: Okay.

36 00:05:20.450 00:05:29.720 Pranav: Yep, so… Right here, have you tried using this, like, exclude username field?

37 00:05:29.720 00:05:30.730 JanieceGarcia: No.

38 00:05:31.180 00:05:43.160 Pranav: Okay. So, I mean, I don’t know if this is exactly what you need, because it sounds like maybe it’s not necessarily you want to exclude people, you just want to move them into a different department, right? Right. Okay.

39 00:05:46.190 00:05:48.849 Pranav: Gotcha. And you said there’s somebody in mechanical?

40 00:05:49.460 00:05:59.070 JanieceGarcia: mechanical… like, Eloy right there, under pest… whoop, go back up, because it’s pest, mechanical, and lawn. So Eloy should be on the new cell side, because that’s… he’s part of my team.

41 00:06:01.250 00:06:02.809 Pranav: Okay, okay.

42 00:06:03.120 00:06:04.100 Pranav: Gotcha.

43 00:06:04.500 00:06:06.540 Pranav: Okay, Eli should be on new sales.

44 00:06:07.610 00:06:09.460 JanieceGarcia: Heaven, under Mechanical.

45 00:06:14.110 00:06:16.829 Pranav: Having to be in new sales as well. Gotcha.

46 00:06:16.830 00:06:17.380 JanieceGarcia: Yes.

47 00:06:17.930 00:06:20.980 JanieceGarcia: And then if you go to Lawn, there’s two…

48 00:06:21.590 00:06:23.950 JanieceGarcia: and lawn, that should be on my team.

49 00:06:24.720 00:06:26.289 JanieceGarcia: It’s Cecilia.

50 00:06:28.140 00:06:31.289 JanieceGarcia: She’s the last one, and then Jerika.

51 00:06:32.150 00:06:34.610 JanieceGarcia: Right above that, yep.

52 00:06:35.060 00:06:37.730 Pranav: So it’s just these 4 people need to move to new sales. Okay.

53 00:06:37.730 00:06:38.240 JanieceGarcia: Yes.

54 00:06:38.240 00:06:40.530 Pranav: Yeah, that should not take any time at all.

55 00:06:41.820 00:06:43.170 Pranav: Okay, perfect.

56 00:06:45.130 00:06:56.180 JanieceGarcia: I was all excited, because I was like, you know what? It actually showed that mechanical was number one, but truthfully, once I redid all the numbers, we were number one.

57 00:06:56.180 00:07:00.069 Pranav: Oh, nice! Okay, okay. So new sales is actually number one, that’s great.

58 00:07:02.680 00:07:07.760 Pranav: Okay, yeah, I’ll, I’ll get those updated. Okay. And then I’ll…

59 00:07:08.110 00:07:12.079 Pranav: I’ll let you take a look on real to make sure everything looks right again.

60 00:07:12.360 00:07:13.000 Pranav: Okay.

61 00:07:13.000 00:07:13.600 JanieceGarcia: Sounds cool.

62 00:07:13.600 00:07:17.049 Pranav: That’s super quick. And then, yeah, what,

63 00:07:17.760 00:07:33.209 Pranav: I’ll send over a message, too, kind of telling you, like, everything we’re working on this week, but I just had a meeting with Casey and Sam and Mustafa, and so Casey’s working on, like, those weekly, the weekly usage and the question breakdown examples.

64 00:07:33.340 00:07:44.350 Pranav: we’re gonna have that all existing in Rill, going forward, so for this Friday, I’m hoping that we can, instead of having to look through that, like, Google Sheet, we can look through it on Rel. And you guys…

65 00:07:44.440 00:07:57.839 Pranav: can probably look through it before the meeting, and then we can talk about certain things within the meeting itself, because I know it’s a lot to look into. Yeah. And so we can come to the meeting with, like, certain, like, hey, notice these few things,

66 00:07:58.200 00:08:09.369 Pranav: it’s… I think it’s good direction for both of us, good direction for you to be like, okay, maybe with the trainers I can discuss this, but then also on our end, maybe there’s certain missing information that we can… we can look into.

67 00:08:09.570 00:08:10.530 Pranav: Okay.

68 00:08:11.750 00:08:21.690 Pranav: Yeah, that’s… that’s the main thing. There’s a few zip code things that you mentioned to me on Friday that, Casey’s going to, fix as well. So…

69 00:08:21.820 00:08:37.340 Pranav: And then also with this real dashboard, we’re gonna have another filter for just trainers and you, basically as a tester’s filter, so if it was testing, then you can just, like, turn… turn off that filter if you… or turn on that filter so you can only see the production usage.

70 00:08:37.620 00:08:44.359 Pranav: So, yeah, those are just a few things that we’re working. And then, of course, all the stuff with, the central.co pilot as well.

71 00:08:44.820 00:08:51.749 JanieceGarcia: Nice, okay, awesome. And so, the Andy QA, that’s no longer, right? We can actually use regular Andy.

72 00:08:52.200 00:08:59.580 Pranav: Yeah, so we should have everyone using regular Andy. We actually turned off, Andy QA, just so there was no confusion.

73 00:08:59.930 00:09:09.970 JanieceGarcia: Awesome. Okay, I just wanted to double check. They were asking me on Friday, and I was like, yeah, that one’s no more, as of this morning, so I just wanted to make sure I was telling them correct. Yeah.

74 00:09:09.970 00:09:11.020 Pranav: Perfect, perfect, yeah.

75 00:09:11.020 00:09:11.620 JanieceGarcia: Okay.

76 00:09:12.220 00:09:14.330 JanieceGarcia: Awesome.

77 00:09:16.130 00:09:24.149 JanieceGarcia: Oh, the… so, which ones… because I don’t want to work on top of Casey. I know I had mentioned… so, like, the irrigators…

78 00:09:24.590 00:09:33.040 JanieceGarcia: Is he working on that, or do you want me to? Because I… I don’t mind. I had them… I had it on my list to do, so…

79 00:09:33.040 00:09:41.010 Pranav: Okay, yeah, I think there’s… for Casey, he wasn’t gonna plan on working on that today, so if you want to add that in, I can let him know.

80 00:09:41.170 00:09:48.530 JanieceGarcia: Yeah, I’m gonna do… I’m gonna do the irrigators, because I want to go ahead and set all of them. So, yeah, tell them the irrigators, leave out.

81 00:09:48.900 00:09:49.220 Pranav: Perfect.

82 00:09:49.220 00:09:49.790 JanieceGarcia: stuff.

83 00:09:50.200 00:09:56.780 Pranav: So, there was irrigation, and there was one other one too, right? Or was it just irrigation? I have it somewhere in my.

84 00:09:56.780 00:10:02.530 JanieceGarcia: I thought it was just the irrigation. There might have been one other one, but I think that was just, like, a random

85 00:10:02.930 00:10:17.380 JanieceGarcia: thing. I had to add, I don’t know if it had to do with the universal inspectors. I was adding… because if you ask for termite, for some reason, on the universal inspectors, it wasn’t bringing up

86 00:10:17.820 00:10:28.820 JanieceGarcia: termite. It was just showing that they could do WDI, but I knew that Casey had it separate in there, because for San Antonio, it would bring up termite, WDI, dry wood.

87 00:10:29.110 00:10:34.879 JanieceGarcia: But for Austin, it was only showing as WDIs. So I went in there and I fixed those.

88 00:10:36.020 00:10:36.780 Pranav: Okay.

89 00:10:36.950 00:10:53.390 Pranav: Yeah, I think what I remember writing here was lawn and irrigation, but then also I’m seeing that it looks like Casey finished that on Friday. So if you want to go in to the DB and just, like, double check, to see if… because you probably saw before there was nothing in irrigation.

90 00:10:53.960 00:10:58.539 Pranav: one zip code there. If you see that it’s populated now, then, yeah, it should be good to go.

91 00:10:58.930 00:11:02.520 JanieceGarcia: Okay, well, sweet then. Nice. Okay, I’ll just double check it then.

92 00:11:02.840 00:11:03.390 Pranav: Perfect.

93 00:11:04.140 00:11:05.020 Pranav: Perfect. Cool.

94 00:11:06.400 00:11:06.990 Pranav: Yep.

95 00:11:07.940 00:11:18.370 JanieceGarcia: I think that’s all I had. Lanier and Andy, I mean, that’s huge for me. I should have Lanier cleared out today. I’m also testing our other CRM,

96 00:11:19.120 00:11:21.769 JanieceGarcia: well, not other CRM, another CRM that…

97 00:11:22.000 00:11:31.469 JanieceGarcia: we’re thinking about, but that’s… I mean, that’s way far in the future. But I have time set aside for testing that today, too, so…

98 00:11:31.900 00:11:34.330 Pranav: Gotcha, and that CRM would be used for…

99 00:11:34.950 00:11:40.120 JanieceGarcia: It, like, instead of Evolve, A different way.

100 00:11:40.530 00:11:41.270 Pranav: Gotcha.

101 00:11:41.270 00:11:43.910 JanieceGarcia: Because they’re faster, and their routing’s better, but…

102 00:11:44.060 00:11:48.730 JanieceGarcia: It won’t be for at least, like, a year, if we were to do a switch or something, so…

103 00:11:48.730 00:11:56.009 Pranav: And so, what is… like… Where are you guys using Evolve right now? Is it just for transcripts?

104 00:11:56.720 00:11:59.490 JanieceGarcia: No, Evolve is everything for us.

105 00:11:59.490 00:12:01.149 Pranav: Okay, gotcha.

106 00:12:01.600 00:12:10.839 JanieceGarcia: That’s, like, our customer database. That is where we build accounts, build programs, schedule, estimates, everything is in there. Everything.

107 00:12:10.840 00:12:11.890 Pranav: Gotcha.

108 00:12:12.110 00:12:13.690 Pranav: Okay, okay.

109 00:12:14.200 00:12:23.019 Pranav: Yeah, so I’m wondering if it is kind of, like, the source of all customer data. There’s probably a lot of other stuff that we can do there, like…

110 00:12:23.670 00:12:30.400 Pranav: if a customer’s, you know, calling multiple times, then we can use that previous conversation log to, like, inform Andy.

111 00:12:30.510 00:12:34.770 Pranav: Right? Yeah. So… Okay, that’s really interesting.

112 00:12:35.040 00:12:35.610 JanieceGarcia: And I think.

113 00:12:35.610 00:12:36.919 Pranav: How many, like…

114 00:12:37.660 00:12:49.699 JanieceGarcia: And I think that’s kind of what Yvette’s mindset is, because I know she wants, you know, she definitely wants the transcripts in there, because there will be times that there’s no notes, and we have no idea what’s going on.

115 00:12:49.700 00:12:50.080 Pranav: Yeah.

116 00:12:50.080 00:13:03.850 JanieceGarcia: And so that’s why it’s so important. She’s been pushing for, you know, the transcripts, because we need that, because there’s times that we’re having to go back and do all this research, or listen to calls, to even figure out what happened, where was the draw.

117 00:13:04.330 00:13:04.960 Pranav: Yep.

118 00:13:05.170 00:13:06.100 Pranav: Okay.

119 00:13:06.420 00:13:15.559 Pranav: Yeah, that’s honestly, like, such a goldmine, having those transcripts, because even internally here, like, you know, we’re in so many meetings every single day, like…

120 00:13:15.890 00:13:17.839 Pranav: We could all probably have…

121 00:13:17.940 00:13:36.370 Pranav: like, a notetaker in every meeting, right? Right. And so, I think… I think there was, like, Yvette’s note-taker in this before, like, these… using AI for note-taking and then just being able to extract the themes that are happening in transcripts is so, so useful. I feel like it’s one of the best use cases for AI right now.

122 00:13:36.700 00:13:37.430 JanieceGarcia: It is.

123 00:13:37.570 00:13:38.290 Pranav: Yeah.

124 00:13:38.660 00:13:39.120 JanieceGarcia: It is.

125 00:13:39.120 00:13:39.610 Pranav: So…

126 00:13:39.610 00:13:52.279 JanieceGarcia: I like using the notes. I’ll do the note taker, especially on certain meetings, because then I’ll go back and I’ll do my recap based off of what we talked about, and I want to make sure that I didn’t miss something.

127 00:13:52.760 00:14:11.239 Pranav: Exactly, because we have, like, something in our head, but then it’s good to just, like, make sure we’re not missing anything. And the worst feeling is, like, when you’re after a meeting, you’re like, I know I talked about something important in that meeting, what exactly was it? And then you’re easily able to find that now, which is awesome, without having to rewatch the whole thing.

128 00:14:11.660 00:14:12.490 JanieceGarcia: For sure.

129 00:14:12.490 00:14:13.200 Pranav: Yeah.

130 00:14:13.510 00:14:14.370 JanieceGarcia: For sure.

131 00:14:14.960 00:14:15.960 JanieceGarcia: Okay. Bye.

132 00:14:17.160 00:14:21.830 Pranav: That’s awesome. I’ll keep on monitoring the…

133 00:14:22.320 00:14:32.829 Pranav: Or I’ll let you know with the filter for excluding testers. I know we’re not going to be going through, like, that QA session that we went through last week, like, very often, but…

134 00:14:32.830 00:14:44.750 Pranav: every once in a while, you should feel free to just, you know, do your own QA testing, and then that won’t impact, I guess, usage metrics, you know? So if there’s, like, we did, like, you know.

135 00:14:45.150 00:14:57.049 Pranav: update something in the central docs that was a big change, and you want to do some, like, you know, guardrail testing or edge case testing, then having that tester filter within Reels should be super helpful for that.

136 00:14:57.150 00:14:59.849 Pranav: Okay, but I’ll…

137 00:14:59.850 00:15:00.260 JanieceGarcia: I’ll.

138 00:15:00.260 00:15:01.200 Pranav: Posted on that.

139 00:15:01.710 00:15:10.290 JanieceGarcia: Okay. Oh, that was the thing. That was another thing I was gonna ask you. What about the comments and stuff through the Central Docs?

140 00:15:11.120 00:15:17.280 JanieceGarcia: Are those good? Like, the duplicates and stuff that we highlighted, or any comments that were made?

141 00:15:18.070 00:15:21.830 Pranav: Yeah, we got through a lot of them. I know that there was…

142 00:15:22.060 00:15:25.530 Pranav: A few more that came in late? Yeah. What was that?

143 00:15:25.770 00:15:30.700 JanieceGarcia: I said, I know there was a lot, though, and then I did some, and I did them late. That’s why I was…

144 00:15:30.970 00:15:31.740 Pranav: I didn’t need to.

145 00:15:31.740 00:15:34.380 JanieceGarcia: I expect y’all to have them completed by then, but…

146 00:15:34.380 00:15:41.270 Pranav: Yeah, no, that’s… that’s fine. I’ll take a look at where they’re at currently. Okay. If they’re still, like.

147 00:15:41.430 00:15:48.169 Pranav: unresolved comments on there, then they’re… yeah, they’re not gonna be in the central doc. And so…

148 00:15:48.990 00:15:51.010 Pranav: Yeah, I will,

149 00:15:51.850 00:16:09.100 Pranav: I’m trying to… because I also like the idea of, you know, as we get through the central.co pilot, like, having data to filter through that pipeline to make sure, like, the process looks good. But since those comments are already there, and we’re always getting new triage tickets, I don’t think it’s super important to, like.

150 00:16:09.620 00:16:12.679 Pranav: Bring in those comments into the triage system.

151 00:16:13.780 00:16:14.350 Pranav: Yeah.

152 00:16:14.350 00:16:22.169 JanieceGarcia: There’s some on mine print-off, on the pest one, like, my comments, if you want to leave, just because…

153 00:16:22.370 00:16:26.989 JanieceGarcia: Those would actually… it’s nothing that’s major changes.

154 00:16:27.090 00:16:30.319 JanieceGarcia: So those are things that could wait.

155 00:16:30.820 00:16:37.670 JanieceGarcia: because I’m adding or changing names, so even if we want to use those as examples to see, you know, the process and the flow.

156 00:16:37.930 00:16:38.590 Pranav: Okay.

157 00:16:39.300 00:16:41.810 JanieceGarcia: You can leave, you know, those for sure.

158 00:16:42.150 00:16:52.419 JanieceGarcia: Okay. But I would say for the other trainers, anything that’s not pest-related, let’s see if we can get theirs done, because I want… I want the adoption on that side, for sure, to stay.

159 00:16:52.420 00:17:08.959 Pranav: Yeah, definitely. Okay. I will… I’ll talk to Mustafa about that, and we should be able to… it’s really easy to, like, you know, get those into the system, and we have a… we have a way of just, once those updates are made, it’s just, at this point, a click of a button to just get those into Andy.

160 00:17:09.359 00:17:10.339 JanieceGarcia: Right, right.

161 00:17:10.339 00:17:16.140 Pranav: Okay. So, yeah, let me talk to Mustafa about that, and then I’ll get back to you once we clear out all those comments.

162 00:17:16.390 00:17:17.970 JanieceGarcia: Okay, sounds good. Cool.

163 00:17:18.270 00:17:19.250 Pranav: Perfect. Yeah.

164 00:17:19.369 00:17:19.909 JanieceGarcia: That’s all I know.

165 00:17:19.910 00:17:24.150 Pranav: Janice. Awesome. Yeah, I’ll keep you posted today, because we have quite a few things in motion.

166 00:17:24.490 00:17:30.690 JanieceGarcia: Okay, sounds good. And I’ll… I have it up. Once I saw the deal come through, I was like, oh, Slack, gotta log in. So…

167 00:17:30.910 00:17:31.920 Pranav: Oh, yeah, yeah, yeah.

168 00:17:31.920 00:17:33.279 JanieceGarcia: I’ll keep it up.

169 00:17:33.280 00:17:35.189 Pranav: Okay, cool, cool. Alright.

170 00:17:35.190 00:17:36.630 JanieceGarcia: Alright, thank you, bye.

171 00:17:36.630 00:17:38.000 Pranav: Document. See ya.