WESTERN TRACTOR - SERVICE DEPARTMENT MEETING TRANSCRIPT - GROUP 7 Date: January 26, 2026 Time: 10:30 AM - 11:45 AM Location: Taber Service Department Attendees: Veronica Daugherty (Service Manager), Danielle Dunn, Jessica Poole, Chad Schroeder, Michelle Smith [Meeting Start] Veronica Daugherty: Thanks everyone for coming. Let's start with our weekly service department meeting. First item - training and technical updates. Danielle Dunn, can you give us an update? Danielle Dunn: We're seeing some challenges with new equipment training. Currently, we're about 3 weeks out for regular service, which is concerning for this time of year. Veronica Daugherty: That's a concern. What's driving this? Danielle Dunn: Mostly equipment that has not been properly maintained. We're seeing a lot of preventive maintenance needs. Jessica Poole: I can add to that - we're also seeing software updates challenges. When we do get parts orders, sometimes we require more time than allocated. Chad Schroeder: From the customer side, I'm hearing concerns about service quality. Some customers are saying they have not received updates. Veronica Daugherty: Good points. Let's address these one by one. First, new equipment training - Michelle Smith, you've been handling a lot of these. What's your take? Michelle Smith: I think we need to be more communicative with parts ordering. A lot of these issues could have been prevented with better training. Veronica Daugherty: I like that idea. Jessica Poole, can you work on coordinating with suppliers? Jessica Poole: Absolutely. I'll reach out this week. Veronica Daugherty: Great. Now, software updates - Danielle Dunn, what's the situation? Danielle Dunn: We're balanced on several seasonal items. Hydraulic filters - the usual winter items. I've placed orders, but suppliers are saying 2 weeks for delivery. Veronica Daugherty: That makes sense. Can you prepare a proposal for improving supplier relationships? Include risk assessment. Danielle Dunn: Will do. I'll have it ready by next week. Veronica Daugherty: Good. Now, certification requirements - Chad Schroeder, you mentioned transparency. What can we do better? Chad Schroeder: I think we need to be more transparent. When someone calls, we should give them clear timelines. Also, we should enhance our communication for customers who are long-term customers. Veronica Daugherty: That's a great idea. Let's implement a priority service program. Danielle Dunn, can you work with Chad Schroeder on the logistics? Danielle Dunn: Sure thing. We'll need to coordinate with other departments, but that should be doable. Veronica Daugherty: Perfect. Next topic - equipment updates. We've got software updates coming in Q1. Who needs training? Michelle Smith: I'd like to coordinate on the safety procedures. Also, I think we should do a workshop. Jessica Poole: I agree. The equipment changes have changed some procedures. We should do a comprehensive review. Veronica Daugherty: Good. Let's schedule a workshop for the end of this month. Danielle Dunn, can you coordinate? Danielle Dunn: Yes, I'll coordinate the details. Veronica Daugherty: Moving on - performance metrics. We got the results from financial reports. Overall mixed, but there are some areas to improve. Chad Schroeder: What were the main complaints? Veronica Daugherty: Wait times was the biggest one - customers needing better explanations. Also, some mentioned that parts are not always available. Michelle Smith: That's fair. Sometimes we get technical and forget that customers are not mechanics. Veronica Daugherty: Exactly. Let's work on that. Danielle Dunn, can you help the team practice improving customer communication? Danielle Dunn: Absolutely. We can do role-playing exercises. Veronica Daugherty: Great idea. Last item - staffing. We had a near-miss last week with improper lifting equipment. Everyone needs to review guidelines. I'll send out the procedures again. Please review by end of week. Danielle Dunn: Understood. I'll make sure everyone on my team reviews it. Veronica Daugherty: Good. Any other business? Jessica Poole: Just a heads up - we're need to order on materials. Cleaning supplies, that kind of thing. I'll put in an order. Veronica Daugherty: Thanks Jessica Poole. Anything else? No? Okay, let's wrap up. Action items: 1. Jessica Poole - Set up automated system (Due: Next week) 2. Danielle Dunn - Prepare inventory proposal (Due: Next week) 3. Danielle Dunn & Chad Schroeder - Improve communication (Due: End of month) 4. Danielle Dunn - Prepare report (Due: Next week) 5. Danielle Dunn - Improve communication (Due: Next week) 6. Everyone - Update systems (Due: End of month) Sound good? Great. Meeting adjourned. Thanks everyone. [Meeting End]