Video Transcript:

Hey Mike Callahan back again with some more V3 version 3 training in Service Autopilot. So as a Certified Advisor we are taking on the task of helping the Service Autopilot users as well as Simple Growth clients on how to use V3. This video is gonna be going over how to schedule package jobs in Service Autopilot’s new version 3 package jobs just as a quick brief overview before we actually dive into this is a job that doesn’t necessarily have to be done today but maybe has to be done over the month so a prime example of this is fertilization and weed control in the lawn care industry you may have four or five rounds of fertilizing they need   done between maybe April 1st and April 30th the first round but they don’t need to be done on a specific day so it allows us to basically bundle together a bunch of waiting list jobs and put them in a package. Another great example of this would be is landscape bed maintenance or shrub pruning packages or maybe you’re doing fall cleanups and multiple trips we can do packages that way. Without any further delay we’re gonna hop right into Service Autopilot and show you how this is done now if you are watching this live on Facebook just posted a link underneath the video how to get access to all our V3 trainings for free inside our learning hub and they will there’s probably over 100 videos built just be Simple Growth here. What we’re going to be doing is looking at V3 here and if you haven’t seen it this is the new look and feel of it if you go under the CRM and go into accounts or if it’s in V2 go hit clients it will suck this right back in for you as we go to the help icon here I’m going to go in and grab a client they already have in the V3 format and if we have that package job we’re gonna go in and schedule a job. Now very similar to V2 but we want to go in instead of a one time or one time waiting list job we’re gonna go into repeat so this is your repeating, recurring, weekly, bi-weekly mowing or cleaning but this is gonna be also for packages so we’re gonna say it repeats and I’m gonna put in my four-step fertilizing package here and pull that in now in this test account we don’t have matrices behind it but what I’m gonna do is put in the rate let’s just say $65 across the board so I’m putting the price and traditionally you would want to do this with a pricing matrix just for simplicity but in this example I want to show it with some actual price. So now that we’ve got the rate we also probably want the budgeted time so let’s say it’s going to take us 45 minutes 0.75 hours and all the applications gonna be same but this gives you the granularity so if you’re doing a certain app that requires on a different production rate this gives you the ability to customize that per round as well so I like that feature that they’ve added in here in Service Autopilot. I’ve got all my five rounds here are basically four with the optional premium grub control now under add Advance particular to chemical tracking this is pretty interesting so if you’re chemical tracking we can click this down here i say that we are just doing the entire turf area or different areas here. This is great for pest control, perimeter pest, and aquatic pest control as well so those are things that your local DEC may want you to tackle. Now in addition we’re going to go in and we can update the salesperson date sold account manager in this account came in as a lead source of canvassing but if we wanted to override that that can be done here on the particular service. Once we have that all dialed in we’re gonna go into the next tab on the bottom right hand corner this is where we get in the details of the actual package job so I’ve got all four applications with the grub now let’s say that we have gone past the first round and the pre-emergent may not be an applicable treatment here we can hit that exclude and go in and  remove that you can see by the red excluded that that is what it looks like now we can also see over here the minimum days in between services has automaticallysucked in from the master package setting back in the back end which is great, a great visual representation when scheduling this before and V2 this was not completely obvious now you’ve got everything you need on one screen in a streamlined workflow. Next thing we’re going to do is our auto renew setting so that is our traditional just like V2 Auto renew call to renew or do not renew so we’re gonna hit Auto Renew on this one and do you want to assign the job so I’m gonna say yes I do want to sign the job and I’m gonna assign it to our bed maintenance crew just for time sake here. Under advance is some great feature especially with a package job for fertilization weed control so we’ve got our estimated team size and that’s gonna pull from the default under the team settings right in now. Do you want to call ahead so if this person maybe has some young kids or a dog in the backyard you may want or they may request a call ahead this is how we can put that in there and then on the dispatch board the closeout day screen we have that little avatar icon of a phone that signifies that call ahead and we’ve got the defaults for maximum hours a day and seven days a week included. Now that we have the information here we’re gonna go into next and it’s gonna go in and double check the billing information so this is taking right off the invoice description on each one of those services before they’re lumped together in the package so we can override this right here for the invoicing descriptions if we want so now it’s all one great place for workflow in time savings. Then the final thing is how would you like this job to be invoiced so the default to the system I believe that I’m in right now is daily but we can override that daily weekly monthly or print in advance if you’re leaving a leave behind piece so this is how we would go in and do our package jobs. Final thing is we’re gonna go in and hit finish and that’s gonna go in and we can go in and review the setup of the package job and it will load right into your future visits. Any comments or questions on how to create a package job in Service Autopilot’s new version 3 let me know but this is the exact setup that I would recommend for streamline workflow and we’ve got our upcoming visits here just as advertised so great job by Service Autopilot here once again V3 scheduling of package jobs