Saturday, August 8, 2015

Welcome! 8/8/2015 1st post

Hi Gina and Bekah,
Here it is!

This is not for public viewing--just for communicating among ourselves. This should be useful for keeping each other up-to-date.

So this blog officially replaces our "Staff Notes" doc from the drive. I have met with Gina regarding all relevant info to transfer from there to here.
One of the great things about the blog is that it is searchable in View format--so we can always go in and look for a customer. Or we can scan it chronologically, or we can scan the labels.

The blog would not replace discussions or personal info getting communicated. Please use email for that. Especially regarding schedule changes.

We'll use the blog for two things primarily:

1) An actual log for "GMs" and "EODs" each day you work; any significant details about customers, including those interested in a follow-up call*; general interest level, did you rent, # of test-rides, ideas you have for items for operations, etc.

So, Stefan and I would create a "GOOD MORNING" post (for lack of a better term--at the shop we call it a TO DO)--that you can check as soon as you arrive with any relevant info.

Each day you will create a post for that day, titled EOD (End of Day). On days you share, don't publish at mid-day, just have an AM and PM section.

Be sure to say who is writing the post.
Be sure to always read all the posts from days you were not in.
Use consistent format for subject line; i.e. Sunday 8/9/2015 Good Morning or Sunday 8/9/2015 EOD

2) We will be creating some documents, and an operations manual (as it develops), including checklists for opening and closing, etc. These will be titled and labeled to be searchable and organized so that we have them easily on-hand.

We'll also use this for other handy items, like I have a TO DO list.
You'll see I already created a post for this, and for Operations Manual--the content and title of these can be edited any time.

Bekah--I am meeting with Gina every week or so to follow up on things from a managerial standpoint--so some of the things we are working on may appear as posts.

*Note that you should always review customer information captured on test ride or rental forms so that it is legible and then the information can be transferred onto the LightSpeed database. When we get on-line waivers going, the waiver database will likely load into LightSpeed and we won't have to hand-enter info. I have shown Gina how to enter the data into LightSpeed.

Bekah--if Gina does not get this caught up over the weekend and on Monday, I'll come down and show you how to do this on Tuesday.

Okay, I think that's it for now!

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