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Meeting Notes

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Wednesday, September 30th Team Meeting

A few weeks back Kevin mentioned not raising the bar but being the bar. The way that we do that is by creating good habits, then remaining consistent in those habits until they become discipline.


Bonus Update: Profit-sharing bonuses will be out Friday from the month of August. Check the info on your scorecard to find feedback on areas where you can improve.


Annual Process Review

Working, needs improvement:

  • when trying to select a key for an opening, you can't search for a specific key within a masterkey system

  • stock of Medeco cylinders

  • "name your price" tool - let prices can be calculated in the field

  • replacement inventory (finding small parts)

  • current location of checked-out tools

  • pictures of techs and vans onsite

  • better scorecard for progress through the month


Broken, needs to be fixed:

  • change orders

  • cut key counter

  • protected key authorization

  • online payments

  • confirming scope of work between approval and ordering

  • pinning kit check-in process

  • line items for large quotes

  • offline mode for door surveys


Missing, needs to be added:

  • stock of matching doors and frames

  • training videos

  • training request list/form

  • van cleaning schedule


Confusing, needs to be clarified:

  • team website - not getting used enough or communicated about

  • visibility of notes that aren't just for a Site Visit

  • pinning kit check-in process

  • tech dashboard for progress

  • changes on line items

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