Do The Right Thing

January 16th, 2007 → 11:23 pm @

I had some very uplifting conversations today but I cannot do them justice this late at night. So, just so you know I’m still here, I’ll give you the secret code for today and a small amount of information from a page in the business manual.

The page is titled “Do The Right Thing”.  (1•35)+(44•6.50)

  •  1. Everyday be thankful.
  •  2. Be safe. Think!
  •  3. Meet and greet.
  •  4. “Random acts of kindness” is more than a saying.
  •  5. Do the right thing.
  •  6. Do it today. A lot of people are not going to have a tomorrow and we don’t know who’s on the list.
  •  7. Change the world. One person can change the world. It has been proven time and time again.

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The Knowledge Tree

January 16th, 2007 → 12:19 am @

How long have you been in the field services business?  A year or less? One to five years?  Heck, maybe you have been doing this for a hundred years.  I bet you’ve learned a lot too!  You know pretty much how to do the job, what companies to avoid and how to find your own jobs.  Good for you!

There is one thing I am pretty sure that you don’t know however and that is what goes on inside one of the big companies.  How do they decide the quality of work a field rep is performing when they may have never met the rep or looked over her shoulder?  What are they really looking for and what is almost irrelevant?  How are the assignments really distributed?  Unless you have worked on “the inside” you really can’t know.

We have a new columnist over at The Rep Reportâ„¢.  She held the title of “Vendor Manager” for many years at one of the largest field services companies in existance and now has gone out on her own and consults with field inspection companies that may want to have their business critiqued by someone with the knowledge that can only come from experience gained at that level and “on the inside”.

She cheerfully agreed to write a regular column, The Knowledge Tree, for TheRepReport™ and we hope to eventually have her available for a question and answer forum.

The Rep Report™ will publish contact information as soon as she is settled in.  Until then, please contact her through the contact page at www.TheRepReport.com

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I ain’t sayin’ ‘nuttin

January 9th, 2007 → 8:57 pm @

What a day!  We may very well have to again hire some field reps and get Vickie some part-time help in the office.  The 1st to the 15th is not going to be our quite time this month.  I am quite convinced that there will be no slack time in January this year.

I started the day with three insurance loss inspections followed by thirty-eight occupancy inspections. (3•25)+(38•6.50).  I also had thirty-eight pictures.  Not every company pays extra for pictures but I will get paid for twelve.  (12•1.50)

It’s late here and we are still working-Vickie more than I since she does the uploading of the inspections.  We will be up early tomorrow morning since work continues to come in: 106 from one company, 12 from another, and 6 from yet another.  You probably will not hear from me tomorrow unless a miracle happens.  I will be working the rural south end of the county where the inspections are miles and miles apart and when I get in, I have to get ready for our usual Wednesday night out.

To relax in the evenings, I normally write or design web sites.  Most of my writing lately has been on the business manual.  I am giving it a facelift and of course it is constantly upgraded.  Since I have never shown you a page of my manual, I am posting a page that I updated tonight.  That will be it for today.  Did you know that facelift without the hyphen is a noun and that face-lift with the hyphen is a verb?  Here’s the page:

 

Mortgage Field Services Business Manual

Software


Our two most important software programs are:

  • PaperPort – is used for scanning every piece of paper that goes through our office. It may take a little while to find it, but we can usually display on screen our scanned copy of the original document if it was in our office within the last five years. Anything older than that will have to wait for us to get the CD’s out of the safe deposit box.PaperPort scans and coverts by a technology called “OCR”. Once it has done its magic, you can search for “President Bush”, or “1600 Pennsylvania Ave”, Washington DC” or anything else. PaperPort will then list or show all documents that contain the phrase you searched for.We have seldom had to find a document by date. The majority of the time we have a particular address or owner name and when we search using those phrases, all inspections that we have done appear on screen. If we did have to locate a document by date we could go to the directory for that date and look at all scans for the month. It would take longer but it could be done. The program has been a life saver!

    Here is an example of the directories on the computer that hold these scanned images:

    Inspections-2006
    ————————2006-09
    ————————2006-10
    ————————2006-11
    ————————2006-12

    Each of the monthly directories has a directory for each company we work for. Like this:

    ———————–2006-12
    ———————————-Company-One
    ———————————-Company-Two
    ———————————-Company-Three

    Each of the company directories has a directory for each field rep. LIke this:

    ———————————-Company-One
    ———————————-Company-Two
    ———————————-Company-Three
    ——————————————————–TerryP
    ——————————————————–VickieP

  • ———————————————————TDyeWhen the field reps submit their paper inspection forms, a directory for the day’s work is created using the reps initials and the date the work was completed. The date it was completed, not the date it was scanned. Like so:——————————————————–TerryP
    —————————————————————–tp-10-04-06
    —————————————————————–tp-10-06-06
    —————————————————————–tp-10-22-06

    Looks like TerryP did not work from October 7, to October 21, which is correct.

    When the document is found we now know when it was done and by which field rep.

    After many false starts, we adopted this directory structure and it has been in place for over five years. As the years and months roll by, just add new directories. As you pick up new companies, make a directory for them in the year-month they become your client.

  • Corel Photo Album – is used to catalog every picture that goes through our office. It may take a little while to find it, but we can usually display on screen within seconds any saved digital picture if it was in our office within the last five years. Anything older than that will have to wait for us to get the CD archived pictures out of the safe deposit box.Our directory structure for pictures is a little different because most of the time we are looking for a particular photo first by the company we took it for and then the address of the property. For example, SuperBigCompany may call and ask for the picture of 1199 FlatRock Street that we took in September of 2006. We would then have Corel Photo Album use only the folder marked with the red arrow.Inspection-Photos
    ————————-Company-One
    ———————————————2006-10
    ———————————————2006-11
    ———————————————2006-12
    ————————-SuperBigCompany <<—-
    ———————————————2006-08
    ———————————————2006-09 <<—-
    ———————————————2006-10
    ———————————————2006-11
    ———————————————2006-12

    Every picture is saved by street address so we search by address. If we want to see all pictures of 5566 BigYellowBird Lane taken for SuperBigCompany in year 2006, we would have Corel Photo Album use the main directory for that company. The example above is marked with the blue arrow. The program would display all pictures taken of 5566 BigYellowBirdLane during year 2006. Maybe we took a picture every month, maybe not. Either way, we will know in just a few seconds after this search.

It Is Important To Share Good Information

On occasion I will ad-lib a subject to spice things up a bit. While writing this page, it occurred to me just how secretive everyone in this business is. Everyone is fearful of loosing what they have. Believe me, I’ve heard it so many times: “I ain’t sayin’ ‘nuttin. I gotta protect what I got”.

It’s my opinion they don’t know they are loosing it anyway. Do a little searching on the internet and you will find lots of companies running help wanted ads for field reps. I’ll bet they just hired somebody right down the street from the guy that’s “protecting what I got” and he dosen’t have a clue!

If you have good information that can help other reps, share it. If you find some killer software, please let me know.

I am beginning to evaluate some other software products that will replace everything we now have. Our business has grown so much that we are scanning thousands of documents a week and digitizing hundreds of photos a week. It really is too much work for a home business. Looks like we are going to be forced to find more efficient technology so we can continue to grow.

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