- The TPD Operations Calendar is our central location for all field activity information.
- Your job is to take information from WhatsApp and put it on the calendar.
- You must always operate in the UK (GMT) time zone and use the 24-hour clock.
- Every event must include the Client, Activity Type, Assigned Person, and Full Address.
- Always add Jack and Steve as guests, but make sure to disable the email notification when you save the event.
Context: Why This Is Important
In a remote-first company like Trade Prices Direct (TPD), coordination is essential. We use a shared Google Calendar as the central location for all "on-the-ground" activities. This includes surveys, installations, and any follow-up "punchdown" (finishing) work.
The main reason we use this calendar is simple: so everyone in the organization can see what is happening, where, and when. It acts as our central repository of information, making our operations transparent and coordinated.
Your Core Task: From Chat to Calendar
Your primary job will be to monitor WhatsApp group chats for new or updated appointments. You must learn to "tease out" this information—even if it's just a brief confirmation or a partial detail—and accurately enter it into the shared "Surveys and Installs" calendar. This is critical for keeping the central repository up-to-date.
Required Event Details
When you create a new calendar event, you must include the following key pieces of information:
- Client Name: (e.g., "Mr. Jones")
- Activity Type: (e.g., "Survey" or "Install")
- Assigned Person: (e.g., "Surveyor: Mike")
- Date and Time: (In GMT, typically 2-hour blocks for surveys)
- Full Address: (For location)
- Add Guests: You must add Jack and Steve as guests to the event.
- IMPORTANT: When adding them as guests, select the option to "not send an email notification." They check the calendar directly for updates and do not want email alerts.
Marking Event Status
We use a simple code in the event title to show its status:
- Tentative / Unknown (Red): Use this if the event is discussed but not yet confirmed.
- Locked-Down (Default Green): Use this once the time and details are fully confirmed.
Understanding Calendar "Layers"
Google Calendar allows you to view multiple calendars at once, "layered" on top of each other. You will see your personal calendar, holiday calendars (e.g., UK, Philippines), and specific shared calendars, such as "Surveys and Installs." Each calendar has a unique color, helping you quickly identify the purpose of each event.
You Work in UK Time (GMT)
This is the most important rule. Even if you are working from the Philippines, you must live and breathe the UK time zone (GMT) when you are on shift.
- Set Your Calendar: Your Google Calendar settings should be defaulted to the Greenwich Mean Time (GMT) time zone.
- Think in GMT: All appointments must be scheduled in GMT. 9:00 AM in the UK is 09:00 GMT.
- Use Tools: Use a tool like World Time Buddy to easily translate your local time to GMT.
- Use 24-Hour Clock: It is highly recommended to use the 24-hour clock (e.g., 14:00 instead of 2:00 PM). This eliminates all confusion between AM and PM.