00:00
Hey Mike Callahan back again
00:03
Hey Mike Callahan back again with another video breaking
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with another video breaking down how to use service
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down how to use service Autopilot and with this video
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Autopilot and with this video is gonna be outlining is the
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is gonna be outlining is the ultimate service Autopilot
00:12
ultimate service Autopilot blueprint so growing a
00:12
blueprint so growing a business, it’s setting up
00:14
business, it’s setting up service Autopilot, 100% can be
00:16
service Autopilot, 100% can be tough. Let’s face a lot of us
00:16
tough. Let’s face a lot of us are in that 10% club only using
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are in that 10% club only using 10% of service Autopilot so
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10% of service Autopilot so basically going in and setting
00:24
basically going in and setting up a CRM, a customer
00:25
up a CRM, a customer relationship management
00:26
relationship management software such a service
00:28
software such a service autopilot um can be really
00:29
autopilot um can be really challenging for a lot of folks
00:30
challenging for a lot of folks I wanna use. Analogies before
00:32
I wanna use. Analogies before actually break down the actual
00:34
actually break down the actual blueprint itself, but you know
00:35
blueprint itself, but you know trying to switch and learn a
00:36
trying to switch and learn a new software in while you’re
00:39
new software in while you’re using your business can be
00:40
using your business can be pretty tough. It’s kinda like
00:41
pretty tough. It’s kinda like driving to to all your jobs
00:42
driving to to all your jobs throughout the day with no map
00:43
throughout the day with no map or maybe buying that a kite AKA
00:46
or maybe buying that a kite AKA furniture and not having any
00:47
furniture and not having any instructions to put it together
00:49
instructions to put it together or even better yet trying to
00:51
or even better yet trying to estimate a job. you’ve never
00:52
estimate a job. you’ve never performed before so you’re
00:53
performed before so you’re kinda in the dark. you haven’t
00:55
kinda in the dark. you haven’t been acclimated or introduced
00:56
been acclimated or introduced how to set these things up. Um
00:58
how to set these things up. Um it’s hard because guessing
01:00
it’s hard because guessing doesn’t work. I’m gonna try to
01:02
doesn’t work. I’m gonna try to do in this video here is take
01:03
do in this video here is take the guess work out of setting
01:05
the guess work out of setting service autopilot up and take
01:06
service autopilot up and take on a very high level. What the
01:08
on a very high level. What the system should look like fully
01:10
system should look like fully set up and I’m gonna pop the
01:12
set up and I’m gonna pop the screen over here and show you a
01:14
screen over here and show you a flowchart of what it looks like
01:15
flowchart of what it looks like fully set up how to implement
01:16
fully set up how to implement it in your business and then um
01:18
it in your business and then um I’ll actually give you a real
01:20
I’ll actually give you a real world example walking through
01:21
world example walking through one of my demo accounts and how
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one of my demo accounts and how we use it in my lawn care
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we use it in my lawn care business and snow removal. So
01:27
business and snow removal. So I’m gonna pull this up here and
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I’m gonna pull this up here and uh any comments or questions
01:30
uh any comments or questions on. Live video feel free to
01:33
on. Live video feel free to drop them in there, but I’m
01:34
drop them in there, but I’m gonna really dive into this
01:35
gonna really dive into this here um and bump it out so
01:37
here um and bump it out so literally from left to right is
01:39
literally from left to right is lead acquisition all the way
01:40
lead acquisition all the way through estimating scheduling
01:42
through estimating scheduling billing and fulfillment and
01:44
billing and fulfillment and collections of money. Obviously
01:45
collections of money. Obviously you wanna get paid so what
01:46
you wanna get paid so what we’re gonna be looking at here
01:47
we’re gonna be looking at here is I’m gonna dive in and just
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is I’m gonna dive in and just bump this up here so you can
01:50
bump this up here so you can actually see on the screen what
01:52
actually see on the screen what this looks like.
01:57
So as we’re looking at it here
01:58
So as we’re looking at it here in the main part of the screen
02:00
in the main part of the screen off on the left hand side, the
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off on the left hand side, the first thing we wanna be looking
02:02
first thing we wanna be looking at here is client info. How do
02:05
at here is client info. How do we set up the software to take
02:06
we set up the software to take your client info and get it
02:08
your client info and get it into the software with no
02:09
into the software with no double entry and yes duplicate
02:11
double entry and yes duplicate checks. the first thing you
02:12
checks. the first thing you wanna do is track the sales
02:14
wanna do is track the sales source. Where do they hear
02:14
source. Where do they hear about us? so obviously if they
02:16
about us? so obviously if they came off the website um we set
02:19
came off the website um we set that Salesforce on that vthree
02:22
that Salesforce on that vthree form and I’m gonna suggest a
02:22
form and I’m gonna suggest a vthree form for that reason
02:24
vthree form for that reason being it’s gonna automatically
02:26
being it’s gonna automatically do. And it’s gonna create the
02:28
do. And it’s gonna create the lead in the system and it won’t
02:30
lead in the system and it won’t buy mistake create a client so
02:32
buy mistake create a client so it’s gonna force you to go in
02:34
it’s gonna force you to go in and start with the lead and
02:34
and start with the lead and it’s gonna duplicate checking
02:36
it’s gonna duplicate checking amongst other things the first
02:38
amongst other things the first name last name and email just
02:39
name last name and email just as a minimal. So we’ve got that
02:41
as a minimal. So we’ve got that person in there now once they
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person in there now once they hit that request if it’s set up
02:44
hit that request if it’s set up appropriately, we’re gonna know
02:46
appropriately, we’re gonna know what services are interested so
02:47
what services are interested so we can go in and have an
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we can go in and have an automated personal conversation
02:49
automated personal conversation down the line if we’re using
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down the line if we’re using automations as we scroll in
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automations as we scroll in here, we’ve got the client
02:54
here, we’ve got the client calls our office. Next thing
02:56
calls our office. Next thing you wanna do is create a phone
02:57
you wanna do is create a phone intake form to standardize our
02:59
intake form to standardize our call script the information
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call script the information that is taken into the software
03:03
that is taken into the software so first name Last Name Service
03:06
so first name Last Name Service address email mobile phone
03:08
address email mobile phone number, and yes once again the
03:10
number, and yes once again the sales source. so we wanna go in
03:12
sales source. so we wanna go in um in this and set up uh all
03:15
um in this and set up uh all your lead sources. So how do
03:16
your lead sources. So how do people hear about you was it a
03:17
people hear about you was it a Facebook ad was it from your
03:19
Facebook ad was it from your truck? was it from another
03:20
truck? was it from another customer referral? What are
03:21
customer referral? What are those things are We want that
03:22
those things are We want that set up in the system? uh I’m
03:24
set up in the system? uh I’m gonna be including a link here
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gonna be including a link here for a free SA audits. so these
03:28
for a free SA audits. so these are the things that we can go
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are the things that we can go in and actually dial. For you
03:31
in and actually dial. For you and I’ll put this in the notes
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and I’ll put this in the notes here uh but if you wanna hit
03:35
here uh but if you wanna hit that we’re doing a free 30
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that we’re doing a free 30 minute audit the best day to
03:38
minute audit the best day to see where all the points that
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see where all the points that you are missing in your set up
03:41
you are missing in your set up here as well. uh but the idea
03:43
here as well. uh but the idea is we wanna go create that
03:43
is we wanna go create that phone intake form it tracks the
03:46
phone intake form it tracks the sales force. So now we know
03:48
sales force. So now we know basically how many people came
03:49
basically how many people came from each marketing source. How
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from each marketing source. How many of them requested an
03:52
many of them requested an estimate how many of those
03:53
estimate how many of those people became clients and then
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people became clients and then with some data once it’s in the
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with some data once it’s in the system fully set up, we can go
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system fully set up, we can go in to each marketing source and
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in to each marketing source and say x amount of people. And on
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say x amount of people. And on average percentage of those
04:04
average percentage of those people converted into a client
04:05
people converted into a client and this is what our average
04:06
and this is what our average cost per acquire. customers is
04:08
cost per acquire. customers is from a nine around the door.
04:10
from a nine around the door. Hanger Facebook ad Whatever
04:11
Hanger Facebook ad Whatever that is, and then once we get
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that is, and then once we get in a little more data in the
04:14
in a little more data in the system, we can run a client
04:15
system, we can run a client lifetime value, so that’s
04:17
lifetime value, so that’s really important because now
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really important because now when we go out and scale our
04:18
when we go out and scale our business each year, we have a
04:21
business each year, we have a predictable road map and that’s
04:22
predictable road map and that’s what we’re looking for. so the
04:24
what we’re looking for. so the next thing is once they’re in
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next thing is once they’re in SA predominantly we are gonna
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SA predominantly we are gonna go in and uh create an estimate
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go in and uh create an estimate so whether it’s in person or
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so whether it’s in person or over the phone based on some
04:33
over the phone based on some variable. Is uh lawn square
04:36
variable. Is uh lawn square footage or some other things We
04:38
footage or some other things We may answer the phone. We wanna
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may answer the phone. We wanna go and create this so we’re
04:39
go and create this so we’re gonna be concentrating things
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gonna be concentrating things called custom fields and this
04:43
called custom fields and this custom fields our job variable
04:46
custom fields our job variable so uh in lawn care, we’re
04:47
so uh in lawn care, we’re tracking turf square footage
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tracking turf square footage number of small medium and
04:50
number of small medium and large shrubs, maybe linear link
04:51
large shrubs, maybe linear link of bad edging or linear link of
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of bad edging or linear link of stick edging linear link of
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stick edging linear link of blowing whatever that is in
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blowing whatever that is in that job. maybe the square
04:59
that job. maybe the square footage of a bed for a mulch
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footage of a bed for a mulch installation. We can have
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installation. We can have separate pricing and Set up for
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separate pricing and Set up for one two or three inches of
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one two or three inches of mulch, but the idea is we wanna
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mulch, but the idea is we wanna get these variables whether
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get these variables whether it’s online through a smart
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it’s online through a smart maps or maps, pro measuring and
05:12
maps or maps, pro measuring and satellite or in person, and
05:14
satellite or in person, and once those are in there, we
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once those are in there, we would go and hit the add the
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would go and hit the add the estimate button and what comes
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estimate button and what comes in is a pre templated
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in is a pre templated estimates. so we’re gonna
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estimates. so we’re gonna standardize this so we can
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standardize this so we can delegate it or if we’re still
05:25
delegate it or if we’re still doing the estimates so we have
05:26
doing the estimates so we have a predictable quick workflow
05:27
a predictable quick workflow either. It’s in the office or
05:29
either. It’s in the office or in person we’re gonna select
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in person we’re gonna select the template. let’s just say
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the template. let’s just say for landscape maintenance. Um
05:34
for landscape maintenance. Um landscape install or snow
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landscape install or snow removal or holiday lights, we’d
05:38
removal or holiday lights, we’d have different templates
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have different templates pre-built where all those
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pre-built where all those services load in and based on
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services load in and based on those custom fields or job
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those custom fields or job variables. Uh it is gonna
05:45
variables. Uh it is gonna automatically calculate a price
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automatically calculate a price based on our production rate
05:49
based on our production rate based matrices we’ve set in the
05:50
based matrices we’ve set in the back of the system um and the
05:53
back of the system um and the idea is everything loads and
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idea is everything loads and you’re gonna hit draft to quote
05:55
you’re gonna hit draft to quote for the ones you want now if
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for the ones you want now if some of those services is
05:58
some of those services is populated, the price and we’re
05:58
populated, the price and we’re not quoting them. That’s fine.
05:59
not quoting them. That’s fine. You leave them where they are,
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You leave them where they are, but it’s gonna automatically
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but it’s gonna automatically calculate that price. Now, if
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calculate that price. Now, if you’re looking at this saying
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you’re looking at this saying well, that sounds really great,
06:06
well, that sounds really great, but I don’t know how long it
06:07
but I don’t know how long it takes to mow blow an edge a
06:10
takes to mow blow an edge a property per square foot. I
06:10
property per square foot. I don’t know how long it takes to
06:11
don’t know how long it takes to install mulch or trim those
06:13
install mulch or trim those bushes at small medium and
06:14
bushes at small medium and large. That’s okay. so whether
06:16
large. That’s okay. so whether you’re building yourself or you
06:17
you’re building yourself or you work with an expert like Cy
06:18
work with an expert like Cy growth, we can go and figure
06:20
growth, we can go and figure out um based on what you’re
06:22
out um based on what you’re charging per hour, we can
06:24
charging per hour, we can create custom fields in
06:26
create custom fields in matrices based on you looking
06:27
matrices based on you looking at it and saying I think it’s
06:29
at it and saying I think it’s going to take x amount of hours
06:30
going to take x amount of hours or minutes to do this job and
06:31
or minutes to do this job and then it would calculate a price
06:33
then it would calculate a price in budgeted time and a. Before
06:35
in budgeted time and a. Before profit automatically without
06:37
profit automatically without any emotions, so the idea is
06:38
any emotions, so the idea is we’re gonna standardize the
06:39
we’re gonna standardize the system to a predictable
06:41
system to a predictable workflow so whether it’s based
06:42
workflow so whether it’s based on production rates or minutes
06:43
on production rates or minutes or hours, how long you think
06:44
or hours, how long you think it’s gonna take on your um
06:47
it’s gonna take on your um experience we can do that, but
06:48
experience we can do that, but the cool thing is once we have
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the cool thing is once we have enough data in the system. We
06:52
enough data in the system. We can run a report in three to 6
06:53
can run a report in three to 6 months. It’s okay, based on
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months. It’s okay, based on what actually happened with
06:55
what actually happened with your guys and girls in the
06:57
your guys and girls in the field and your particular
06:58
field and your particular equipment and not the industry
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equipment and not the industry average we can go out and
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average we can go out and create production production
07:05
create production production rate based on your guys and
07:07
rate based on your guys and girls in your equipment. so we
07:08
girls in your equipment. so we can standardize that you can
07:09
can standardize that you can evolve through the system. This
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evolve through the system. This is why this is the ultimate
07:12
is why this is the ultimate road map to service Autopilot
07:14
road map to service Autopilot because we can take you from
07:14
because we can take you from where you’re at and get you to
07:16
where you’re at and get you to where you wanna go if that’s
07:17
where you wanna go if that’s the case, but the idea is now
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the case, but the idea is now we’ve got this ready to go with
07:21
we’ve got this ready to go with the prebuilt template all your
07:23
the prebuilt template all your contract verbiage or estimate
07:24
contract verbiage or estimate verbiage in there as far as um.
07:26
verbiage in there as far as um. if you know, we have different
07:28
if you know, we have different collection fees if they don’t
07:28
collection fees if they don’t pay you things like that, maybe
07:30
pay you things like that, maybe a credit cards on file all that
07:31
a credit cards on file all that is in the estimate slash
07:34
is in the estimate slash contract. so if you can’t close
07:35
contract. so if you can’t close them in person or over the
07:36
them in person or over the phone next thing you wanna do
07:37
phone next thing you wanna do is you wanna go out and email
07:38
is you wanna go out and email that estimate I don’t know. But
07:40
that estimate I don’t know. But I don’t I don’t wanna spend my
07:41
I don’t I don’t wanna spend my day writing one of emails, so
07:43
day writing one of emails, so what we do is have a
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what we do is have a standardized pre template and
07:45
standardized pre template and email that loads you can adjust
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email that loads you can adjust it on the fly. If you want and
07:49
it on the fly. If you want and then you tweak and send it now
07:50
then you tweak and send it now that email goes out to your
07:51
that email goes out to your customer. They can click on it
07:53
customer. They can click on it select the service that they
07:54
select the service that they want and sign electronically
07:56
want and sign electronically and then when they sign
07:57
and then when they sign electronically the time and
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electronically the time and date stamp uh IP addresses
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date stamp uh IP addresses there and you have a printable
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there and you have a printable PDF with their electronic
08:03
PDF with their electronic signatures. So it’s a
08:05
signatures. So it’s a streamlined workflow Now the
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streamlined workflow Now the next thing we wanna look at
08:07
next thing we wanna look at here is. As we scroll across
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here is. As we scroll across this year, I’m gonna kinda
08:12
this year, I’m gonna kinda swing this over and if I can,
08:14
swing this over and if I can, it’s a little touchy but you
08:15
it’s a little touchy but you get the idea so right now.
08:18
get the idea so right now. we’re back over here on the far
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we’re back over here on the far left side screen lost estimates
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left side screen lost estimates so with a fully set up software
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so with a fully set up software here, we need a way to handle
08:25
here, we need a way to handle our lost estimates and what I’m
08:26
our lost estimates and what I’m gonna recommend is we close
08:27
gonna recommend is we close that lead out so we can see him
08:30
that lead out so we can see him in the system, but we’re not
08:31
in the system, but we’re not counting them as a lead that
08:33
counting them as a lead that could actually still buy. Now.
08:34
could actually still buy. Now. we have a clear view in our
08:36
we have a clear view in our sales pipeline and how many
08:37
sales pipeline and how many people could buy and how many
08:39
people could buy and how many people are not gonna buy but we
08:41
people are not gonna buy but we can still see them and nurture
08:43
can still see them and nurture them and upsell. Services
08:45
them and upsell. Services throughout the year, but the
08:46
throughout the year, but the ideas we wanna have database
08:48
ideas we wanna have database hygiene to a very clean look of
08:49
hygiene to a very clean look of what’s going on in your
08:51
what’s going on in your software now, if an estimates
08:52
software now, if an estimates one what I’m gonna recommend is
08:54
one what I’m gonna recommend is most cases is we ask we
08:56
most cases is we ask we schedule right off the
08:57
schedule right off the estimated service so our price
08:59
estimated service so our price our budget of time our
09:00
our budget of time our materials and our costs before
09:01
materials and our costs before profit or automatically
09:03
profit or automatically transferring over to that job.
09:04
transferring over to that job. So there’s no double entry and
09:07
So there’s no double entry and what needs to be on that
09:08
what needs to be on that estimate automatically
09:09
estimate automatically transfers over with no data
09:11
transfers over with no data entry. in addition by doing so,
09:13
entry. in addition by doing so, it’s gonna force you to. That
09:15
it’s gonna force you to. That lead into a client now, this is
09:17
lead into a client now, this is very important because database
09:19
very important because database hygiene we don’t want Missus
09:20
hygiene we don’t want Missus Smith and there is a lead in a
09:21
Smith and there is a lead in a client We wanna have her go
09:23
client We wanna have her go through that customer life
09:24
through that customer life cycle and move from lead to
09:26
cycle and move from lead to clients. We have good stats and
09:27
clients. We have good stats and good data now. the next thing
09:29
good data now. the next thing is we’re gonna go and schedule
09:30
is we’re gonna go and schedule a work so when service
09:32
a work so when service Autopilot is set up to the
09:33
Autopilot is set up to the ultimate blueprint, there’s
09:35
ultimate blueprint, there’s three to four different ways to
09:36
three to four different ways to schedule your work. so the
09:37
schedule your work. so the first one is a one-time job. We
09:39
first one is a one-time job. We know when we’re gonna schedule
09:39
know when we’re gonna schedule the next one is a reoccurring
09:42
the next one is a reoccurring job, so it could be a weekly
09:43
job, so it could be a weekly your. Every three or 4 weeks
09:45
your. Every three or 4 weeks depending on the service um but
09:47
depending on the service um but the idea is it’s a reoccurring
09:48
the idea is it’s a reoccurring repetitive service. Now the
09:49
repetitive service. Now the next one is a waiting list job
09:51
next one is a waiting list job so that going into the fall
09:52
so that going into the fall season here uh we’ll be looking
09:54
season here uh we’ll be looking at a fall clean up fall
09:55
at a fall clean up fall cleanups may have to be done
09:57
cleanups may have to be done from November 1st to November
09:59
from November 1st to November 30th, but they don’t have to be
09:59
30th, but they don’t have to be done on a particular day so the
10:01
done on a particular day so the waiting list gives you that
10:03
waiting list gives you that flexibility to go out and
10:04
flexibility to go out and schedule that job based on
10:06
schedule that job based on route density um to minimize
10:07
route density um to minimize that non billable drive time or
10:09
that non billable drive time or when you’re already in that
10:10
when you’re already in that area now building upon that
10:11
area now building upon that logic, we also have a package.
10:13
logic, we also have a package. Jobs that can be fertilize
10:14
Jobs that can be fertilize fertilization so in the spring,
10:16
fertilization so in the spring, maybe a pre-emergent
10:18
maybe a pre-emergent application has to be done
10:18
application has to be done between March 1st and March
10:20
between March 1st and March 30th. Now it doesn’t matter if
10:21
30th. Now it doesn’t matter if it’s done on the first of the
10:22
it’s done on the first of the thirtieth or somewhere in
10:23
thirtieth or somewhere in between as long as it’s within
10:25
between as long as it’s within that predictable range. So what
10:27
that predictable range. So what a package job is is a series of
10:29
a package job is is a series of waiting list jobs that allows
10:30
waiting list jobs that allows us to go out and do a
10:32
us to go out and do a reoccurring service in certain
10:34
reoccurring service in certain uh scheduled time blocks for
10:36
uh scheduled time blocks for better routing and flexibility
10:37
better routing and flexibility for the business Now, the last
10:39
for the business Now, the last one is going to be a on-demand
10:42
one is going to be a on-demand job. so if you’re do snow
10:43
job. so if you’re do snow removal uh it basically does.
10:45
removal uh it basically does. What it says it’s on demand so
10:47
What it says it’s on demand so when the snow or the ice, the
10:49
when the snow or the ice, the combination of both it, we go
10:50
combination of both it, we go out and put that on demand job
10:53
out and put that on demand job into play. now before we
10:54
into play. now before we schedule the work we always
10:55
schedule the work we always want to double check. There’s a
10:57
want to double check. There’s a price and budget of hours, but
10:57
price and budget of hours, but if you’re following the process
10:59
if you’re following the process of going from an estimate to
11:01
of going from an estimate to the job that will always be
11:02
the job that will always be there. so that’s reassuring
11:05
there. so that’s reassuring that now the next thing is
11:05
that now the next thing is routing, so we wanna be able to
11:07
routing, so we wanna be able to go out and route optimization,
11:09
go out and route optimization, so we’re gonna select the jobs
11:10
so we’re gonna select the jobs visually on a map and optimize
11:12
visually on a map and optimize from start to end uh in service
11:14
from start to end uh in service auto. Twenty-three or less
11:16
auto. Twenty-three or less stops are free, We can use that
11:18
stops are free, We can use that through Google, 24 or more uh
11:20
through Google, 24 or more uh it can be done through a couple
11:23
it can be done through a couple of different platforms in there
11:24
of different platforms in there a very small cost, but it’ll
11:25
a very small cost, but it’ll allow you to optimize massive
11:27
allow you to optimize massive amounts of jobs all at once so
11:29
amounts of jobs all at once so in our snow removal division a
11:31
in our snow removal division a lot of times we would have 600
11:32
lot of times we would have 600 driveways and by using the
11:35
driveways and by using the larger optimization feature, we
11:36
larger optimization feature, we could chunk them all up and
11:38
could chunk them all up and then literally grab chunks of
11:39
then literally grab chunks of sixty to seventy airways and
11:40
sixty to seventy airways and route them. so they ran into
11:42
route them. so they ran into each other. so if you ever had
11:43
each other. so if you ever had a breakdown. We have
11:46
a breakdown. We have optimization of routes running
11:47
optimization of routes running into each other, so that’s a
11:48
into each other, so that’s a great feature, but once you’re
11:50
great feature, but once you’re done routing, you wanna double
11:51
done routing, you wanna double check the order visually on the
11:52
check the order visually on the map with pins say 12345 and so
11:56
map with pins say 12345 and so on just so you know it’s right
11:57
on just so you know it’s right once you save it, they
11:59
once you save it, they automatically populate each
12:00
automatically populate each week. Now. The next thing is a
12:01
week. Now. The next thing is a dispatch board. so this is
12:02
dispatch board. so this is where we get those jobs out
12:04
where we get those jobs out into the field of play so we
12:05
into the field of play so we can go out in under the upper
12:07
can go out in under the upper right hand corner and the two
12:08
right hand corner and the two there’s a more button and we
12:10
there’s a more button and we can drop it in and we can
12:11
can drop it in and we can adjust the cruise. That’s where
12:12
adjust the cruise. That’s where we drag and drop our crew
12:13
we drag and drop our crew update. Uh if you’re coming in
12:15
update. Uh if you’re coming in Monday morning at a no call no
12:17
Monday morning at a no call no show uh we can drag that lady
12:19
show uh we can drag that lady of the crew and replace them so
12:20
of the crew and replace them so our job costing productions and
12:23
our job costing productions and billing is correct will win
12:24
billing is correct will win about a two to three-second
12:26
about a two to three-second drag and drop and we’re gonna
12:27
drag and drop and we’re gonna select our jobs and dispatch
12:29
select our jobs and dispatch and now live in the mobile or
12:31
and now live in the mobile or we’re still printing out. we
12:31
we’re still printing out. we have printed hard copy and then
12:35
have printed hard copy and then as we scroll over here, we’ve
12:35
as we scroll over here, we’ve got our last two columns. We
12:37
got our last two columns. We wanna really look at this is a
12:39
wanna really look at this is a closeout day screen. The close
12:40
closeout day screen. The close out day screen is really
12:42
out day screen is really probably the most important
12:43
probably the most important screen in the whole entire
12:44
screen in the whole entire system in service Autopilot um
12:46
system in service Autopilot um because this is the last. Human
12:48
because this is the last. Human can physically touch this for
12:51
can physically touch this for the seeing the start and stop
12:52
the seeing the start and stop times do we have a budget in
12:54
times do we have a budget in time? Do we have a price? Those
12:55
time? Do we have a price? Those are the things we wanna look at
12:57
are the things we wanna look at so we’re setting ourselves up
12:59
so we’re setting ourselves up for um invoicing Success
13:03
for um invoicing Success payroll success and production
13:04
payroll success and production rate and job costing success.
13:06
rate and job costing success. so we wanna have a two to 3
13:07
so we wanna have a two to 3 minute sweep through here each
13:08
minute sweep through here each day to make sure we have good
13:10
day to make sure we have good data in so we have good data
13:11
data in so we have good data out now whether you’re building
13:12
out now whether you’re building daily weekly or monthly when we
13:14
daily weekly or monthly when we hit midnight these invoices
13:16
hit midnight these invoices automatically. So if you’re
13:18
automatically. So if you’re used to sitting in QuickBooks
13:20
used to sitting in QuickBooks manually at the end of the
13:21
manually at the end of the month, pumping out hours of
13:22
month, pumping out hours of invoices that never happens
13:23
invoices that never happens anymore, so we take our two to
13:25
anymore, so we take our two to 3 minutes a day and review to
13:26
3 minutes a day and review to close out day screen and they
13:27
close out day screen and they automatically generate those
13:29
automatically generate those invoices and if you sync the
13:30
invoices and if you sync the QuickBooks, it automatically
13:31
QuickBooks, it automatically takes us invoices and swings
13:33
takes us invoices and swings them right over to QuickBooks
13:34
them right over to QuickBooks with no double entry. and then
13:37
with no double entry. and then the final part here is invoices
13:38
the final part here is invoices to collections. so everybody
13:39
to collections. so everybody wants to get paid and
13:40
wants to get paid and predominantly when you set up a
13:42
predominantly when you set up a system like service Autopilot
13:43
system like service Autopilot everybody runs over to this
13:45
everybody runs over to this part of the system, but you’ve
13:46
part of the system, but you’ve missed. Things we’ve already
13:49
missed. Things we’ve already been talking about so they
13:51
been talking about so they systematically build on top of
13:51
systematically build on top of it with the foundation, but the
13:53
it with the foundation, but the things that I’d like to go
13:55
things that I’d like to go through when you get to this
13:55
through when you get to this point is how do we charge car
13:58
point is how do we charge car credit cards? How do we invoice
13:59
credit cards? How do we invoice emails? How do we print
14:02
emails? How do we print invoices and all in a matter of
14:03
invoices and all in a matter of three to four clicks of a
14:05
three to four clicks of a button within minutes?
14:06
button within minutes? everything’s done so you’re
14:07
everything’s done so you’re batching out one invoice for
14:08
batching out one invoice for several thousand. It happens in
14:11
several thousand. It happens in minutes and then the final part
14:12
minutes and then the final part is to enter prepayment in so
14:14
is to enter prepayment in so they are assigned to the
14:15
they are assigned to the particular service that the
14:16
particular service that the prepaid for and any contractor.
14:20
prepaid for and any contractor. Basically, installment jobs,
14:21
Basically, installment jobs, you wanna make sure that we
14:23
you wanna make sure that we have the installment set up
14:24
have the installment set up with the jobs that are
14:25
with the jobs that are associated with it and then we
14:27
associated with it and then we dispatch we create a job. We
14:29
dispatch we create a job. We associate that job to the
14:32
associate that job to the contract and then we can have a
14:32
contract and then we can have a price and budget and time to
14:34
price and budget and time to that job. um so we don’t double
14:37
that job. um so we don’t double bill the client cuz it’s just
14:39
bill the client cuz it’s just gonna be included in the
14:40
gonna be included in the contract, but we have all the
14:41
contract, but we have all the information from the production
14:43
information from the production um reports in job cost and
14:45
um reports in job cost and reports so those are the main
14:47
reports so those are the main things for your ultimate
14:48
things for your ultimate blueprint to success in service
14:49
blueprint to success in service Autopilot like I said if you’re
14:51
Autopilot like I said if you’re watching the live. This video
14:52
watching the live. This video feel free to click the link
14:53
feel free to click the link below to get a free
14:55
below to get a free thirty-minute audit from the
14:56
thirty-minute audit from the simple and no pressure. We’re
14:58
simple and no pressure. We’re just gonna show you uh where we
15:01
just gonna show you uh where we see some gaps in your system.
15:02
see some gaps in your system. so I’m gonna dive in to service
15:04
so I’m gonna dive in to service Autopilot actually show you
15:05
Autopilot actually show you what happens when we break this
15:08
what happens when we break this type of system down. so the
15:09
type of system down. so the first thing we’re doing is
15:09
first thing we’re doing is we’re going in and adding a
15:12
we’re going in and adding a lead. And when we add this lead
15:15
lead. And when we add this lead in, we wanna be able to go in
15:16
in, we wanna be able to go in and put our first name. Last
15:20
and put our first name. Last name of the lead, whoever’s
15:22
name of the lead, whoever’s calling us uh in this on the
15:25
calling us uh in this on the phone or on the web, uh the web
15:27
phone or on the web, uh the web form and automatically create
15:28
form and automatically create this uh we’re gonna get their
15:29
this uh we’re gonna get their service address. address.
15:34
And would probably ask the
15:36
And would probably ask the postal code and when you do
15:38
postal code and when you do that it’s going to prompt uh
15:40
that it’s going to prompt uh the confirmation of the city if
15:42
the confirmation of the city if it’s in question and now you’ll
15:45
it’s in question and now you’ll notice the service address
15:46
notice the service address automatically populates in the
15:47
automatically populates in the billing address or minimizing
15:48
billing address or minimizing any data entry um if we need to
15:50
any data entry um if we need to override the billing address
15:52
override the billing address later we can next thing is I’m
15:54
later we can next thing is I’m going in and I’m getting their
15:55
going in and I’m getting their email very important,
15:57
email very important, especially with uh automations,
15:59
especially with uh automations, email marketing.
16:03
And then we’re gonna get their
16:06
And then we’re gonna get their cellphone. We want their cell
16:07
cellphone. We want their cell phone and the reason why we
16:08
phone and the reason why we want their cellphone is we can
16:11
want their cellphone is we can automate text messaging The
16:13
automate text messaging The follow up uh an estimate and if
16:14
follow up uh an estimate and if they become a client, we can
16:15
they become a client, we can use a system called be there be
16:16
use a system called be there be there to automate. Hey, we’re
16:18
there to automate. Hey, we’re on our way to the job and hey
16:19
on our way to the job and hey we finish the job all
16:20
we finish the job all completely automate the next
16:21
completely automate the next thing I’m gonna recommend is
16:22
thing I’m gonna recommend is going on in the details and
16:24
going on in the details and selecting account type,
16:25
selecting account type, commercial and residential.
16:26
commercial and residential. This is really important for
16:27
This is really important for automations and reporting. and
16:30
automations and reporting. and then the last thing is sales
16:31
then the last thing is sales source. We talked about that we
16:33
source. We talked about that we wanna have our lead sources set
16:34
wanna have our lead sources set up and we came. In a nine
16:38
up and we came. In a nine round, direct mailing so we’re
16:40
round, direct mailing so we’re gonna hit save there now this
16:40
gonna hit save there now this lead is created um it’s gonna
16:42
lead is created um it’s gonna do Duke. This is a test address
16:44
do Duke. This is a test address that we use all the time so it
16:46
that we use all the time so it checks it and say, hey, wait a
16:47
checks it and say, hey, wait a minute. There’s something that
16:48
minute. There’s something that looks like this in the system
16:49
looks like this in the system is it okay or do we wanna go
16:52
is it okay or do we wanna go with this one That’s in the
16:53
with this one That’s in the system. So now we’ve created a
16:55
system. So now we’ve created a lead and there’s a visual clues
16:56
lead and there’s a visual clues here that we also go into this
16:58
here that we also go into this ultimate blueprint um but the
17:00
ultimate blueprint um but the long gray bar across the
17:01
long gray bar across the screen. It’s gonna signify.
17:02
screen. It’s gonna signify. That’s a lead when they become
17:03
That’s a lead when they become a client and we talked about
17:04
a client and we talked about converting a lead to a. From
17:07
converting a lead to a. From database hygiene and lead
17:08
database hygiene and lead source tracking conversion um
17:10
source tracking conversion um it’s three distinct columns. So
17:11
it’s three distinct columns. So there’s a visual clues here for
17:12
there’s a visual clues here for your team as well. The idea is
17:14
your team as well. The idea is you really wanna go to the more
17:15
you really wanna go to the more tab and go to property
17:16
tab and go to property measurements. We’re gonna
17:18
measurements. We’re gonna measure this online now. I’m
17:20
measure this online now. I’m gonna show you the process that
17:21
gonna show you the process that we can’t measure it online and
17:23
we can’t measure it online and then I’m gonna walk you through
17:23
then I’m gonna walk you through the process. You can see what
17:25
the process. You can see what the ultimate blueprint two
17:27
the ultimate blueprint two service autopilot it actually
17:28
service autopilot it actually looks like in a service
17:30
looks like in a service business set up um once we
17:31
business set up um once we click over the satellite view,
17:33
click over the satellite view, we’re gonna dial in here now
17:34
we’re gonna dial in here now whether you. Two version three
17:37
whether you. Two version three uh the same functionality here
17:39
uh the same functionality here just may look a little bit
17:39
just may look a little bit different, but we’re gonna plug
17:41
different, but we’re gonna plug this in and measure the area
17:46
this in and measure the area here.
17:50
The house.
17:56
And we’re gonna grab the turf
17:58
And we’re gonna grab the turf square footage and I’m gonna
18:00
square footage and I’m gonna show you how we can adjust the
18:03
show you how we can adjust the edit area here to uh once we
18:05
edit area here to uh once we get it so I did I forgot to
18:07
get it so I did I forgot to drop this button over here I
18:08
drop this button over here I can edit on the fly, but the
18:10
can edit on the fly, but the ideas you wanna label this up
18:11
ideas you wanna label this up on the left here of square
18:13
on the left here of square footage and I would recommend
18:16
footage and I would recommend coloring it just so now every
18:17
coloring it just so now every time we pull this up if I hit
18:20
time we pull this up if I hit save this will be automatically
18:21
save this will be automatically saved so I can see the area
18:23
saved so I can see the area I’ve actually estimated and
18:24
I’ve actually estimated and then the next thing I. Do is go
18:27
then the next thing I. Do is go in and I’m gonna subtract the
18:30
in and I’m gonna subtract the area of fictitious of a pool.
18:31
area of fictitious of a pool. just so you can kinda see what
18:33
just so you can kinda see what goes on here so I can go in and
18:35
goes on here so I can go in and add or subtract or leave a no
18:38
add or subtract or leave a no value. So I’m just gonna put
18:39
value. So I’m just gonna put this in as our pool and grab
18:43
this in as our pool and grab our blue here and drop that in
18:44
our blue here and drop that in so now I’ve got this area here.
18:47
so now I’ve got this area here. I’m gonna hit this plus and
18:47
I’m gonna hit this plus and make it a negative and you
18:49
make it a negative and you could see it takes that from
18:51
could see it takes that from the 8000 square feet and it
18:51
the 8000 square feet and it gives me about 7400 so I’m
18:54
gives me about 7400 so I’m gonna go down. And select my
18:57
gonna go down. And select my custom feel now you’d never
18:58
custom feel now you’d never have this many custom fields
19:00
have this many custom fields here um, but this is obviously
19:01
here um, but this is obviously a test account so I grabbed my
19:04
a test account so I grabbed my turf square footage and hit
19:06
turf square footage and hit save and now I’ve saved that
19:08
save and now I’ve saved that job variable or the custom
19:09
job variable or the custom field that we talked about in
19:11
field that we talked about in the workflow blueprint now.
19:14
the workflow blueprint now. People are gonna say well,
19:16
People are gonna say well, Mike, what happens if I can’t
19:18
Mike, what happens if I can’t measure it online or I really
19:20
measure it online or I really wanna do an onsite as so the
19:22
wanna do an onsite as so the thing is you’re gonna go for
19:23
thing is you’re gonna go for your a for auto assist in your
19:25
your a for auto assist in your laptop in the truck or car that
19:26
laptop in the truck or car that you’re doing an estimates in or
19:28
you’re doing an estimates in or in your mobile phone in the
19:30
in your mobile phone in the service, Autopilot app you can
19:31
service, Autopilot app you can pull this up in this will pull
19:34
pull this up in this will pull up um disability so I’m gonna
19:36
up um disability so I’m gonna go to my on site as form and
19:38
go to my on site as form and this is this is something that
19:40
this is this is something that simple growth built proprietary
19:42
simple growth built proprietary to our workflow that we teach
19:43
to our workflow that we teach people because we needed a way
19:46
people because we needed a way to not teach the features and
19:47
to not teach the features and functions of the software, but
19:48
functions of the software, but we wanted to teach a workflow.
19:50
we wanted to teach a workflow. You delegate that or use it
19:53
You delegate that or use it yourself to streamline the
19:54
yourself to streamline the process, so we couldn’t measure
19:55
process, so we couldn’t measure the square footage. We have an
19:57
the square footage. We have an area here, Linear link the
19:58
area here, Linear link the landscape, bed and bed square
20:00
landscape, bed and bed square footage. I’m just gonna jump on
20:01
footage. I’m just gonna jump on and say okay. Maybe I wanna do
20:02
and say okay. Maybe I wanna do a mulch job and I can’t measure
20:04
a mulch job and I can’t measure that online. So I’m gonna say
20:05
that online. So I’m gonna say it’s a two-inch job and I’ve
20:06
it’s a two-inch job and I’ve got a thousand square foot bed
20:08
got a thousand square foot bed now if I put a 1001 inch and
20:10
now if I put a 1001 inch and the three inch, it will
20:10
the three inch, it will calculate the price based on
20:12
calculate the price based on that debt. So we’ve customized
20:14
that debt. So we’ve customized our estimating based on the
20:17
our estimating based on the particular outcomes. So the
20:18
particular outcomes. So the idea is you walk around you
20:19
idea is you walk around you measure it. Or do it here and
20:21
measure it. Or do it here and you put the variable in it’s
20:23
you put the variable in it’s calculated price budgeted time
20:25
calculated price budgeted time and a uh a profit basically or
20:28
and a uh a profit basically or cost before profit materials
20:30
cost before profit materials and labor So I’m gonna go in
20:32
and labor So I’m gonna go in and shrub pruning I go into my
20:33
and shrub pruning I go into my large medium and small shrubs
20:34
large medium and small shrubs and my large shrubs. I’m gonna
20:37
and my large shrubs. I’m gonna ft to say there’s ten of those
20:39
ft to say there’s ten of those are um larger than six feet up
20:41
are um larger than six feet up to ten. my medium are um in
20:44
to ten. my medium are um in here, let’s say there’s five
20:45
here, let’s say there’s five and then my small shrubs are
20:47
and then my small shrubs are under three feet. I’m gonna say
20:48
under three feet. I’m gonna say there’s fifteen of those. I got
20:51
there’s fifteen of those. I got heads with or without a ladder,
20:51
heads with or without a ladder, so I’m gonna say without or
20:54
so I’m gonna say without or with a ladder. I’m gonna say
20:55
with a ladder. I’m gonna say there’s two sections that ten
20:57
there’s two sections that ten feet each to twenty linear feet
20:59
feet each to twenty linear feet of hydro both sides and An area
21:03
of hydro both sides and An area where I can put property
21:04
where I can put property specific note. I’m gonna say
21:05
specific note. I’m gonna say it’s not. include. Pedro and
21:12
it’s not. include. Pedro and West lot line so the reason why
21:15
West lot line so the reason why we have this here is a lot of
21:17
we have this here is a lot of times at least myself. I’m
21:18
times at least myself. I’m walking around the property and
21:19
walking around the property and I’m making a mental note or I’m
21:22
I’m making a mental note or I’m trying to scribble down on a
21:23
trying to scribble down on a piece of paper and by the time
21:24
piece of paper and by the time I get to the I forgot to add
21:26
I get to the I forgot to add those notes and now you can add
21:27
those notes and now you can add them directly from your mobile
21:27
them directly from your mobile and then you’re gonna
21:28
and then you’re gonna incorporate from the mobile
21:30
incorporate from the mobile right to the estimates you
21:31
right to the estimates you never forget to have specific
21:32
never forget to have specific notes based on that shrub
21:34
notes based on that shrub trimming job. now if you do it,
21:37
trimming job. now if you do it, snow removal we can go in and
21:38
snow removal we can go in and put parking lot or driveway
21:39
put parking lot or driveway square footage. I’m gonna put a
21:40
square footage. I’m gonna put a 1200 square feet for that there
21:41
1200 square feet for that there and I’ve also got the notes
21:43
and I’ve also got the notes here. I’m gonna say uh.
21:48
Include. Turn around and
21:54
Include. Turn around and driveway, so if I was doing an
21:56
driveway, so if I was doing an accident now or in the future
21:57
accident now or in the future that would apply to the
21:59
that would apply to the estimate for snow removal. the
22:01
estimate for snow removal. the idea is we hit submit here now,
22:02
idea is we hit submit here now, so we measured it online. We’ve
22:03
so we measured it online. We’ve done an on-site estimate form
22:05
done an on-site estimate form through our mobile or walking
22:06
through our mobile or walking around with a laptop and we’d
22:09
around with a laptop and we’d scroll back up and now we’ve
22:10
scroll back up and now we’ve have the ability to just
22:13
have the ability to just literally click and go for
22:14
literally click and go for this. This is really
22:15
this. This is really instrumental uh this is how I
22:18
instrumental uh this is how I took myself to 35 to forty
22:20
took myself to 35 to forty estimates a day in the spring
22:21
estimates a day in the spring season to delegate those and
22:22
season to delegate those and have pretty much the almost
22:24
have pretty much the almost identical. Results cuz we’ve
22:26
identical. Results cuz we’ve created a process and system
22:27
created a process and system around there now you notice the
22:29
around there now you notice the online onsite form here um that
22:31
online onsite form here um that is an audit trail. so it’s
22:32
is an audit trail. so it’s always there to refer back to
22:34
always there to refer back to what was put in and now we’re
22:35
what was put in and now we’re simply go to templates and when
22:37
simply go to templates and when we click templates, that’s
22:38
we click templates, that’s gonna load the document the
22:40
gonna load the document the grids the matrices for
22:42
grids the matrices for everything we want in there
22:42
everything we want in there once we don’t have to click
22:44
once we don’t have to click around and select multiple
22:45
around and select multiple things we’ve connected them. so
22:46
things we’ve connected them. so we’re gonna go in and grab a
22:50
we’re gonna go in and grab a lead template. I recommend
22:51
lead template. I recommend making a leading client
22:52
making a leading client template reason being is if you
22:53
template reason being is if you have a lead that’s. That’s a
22:56
have a lead that’s. That’s a significantly different
22:57
significantly different conversation than a client that
22:59
conversation than a client that you’ve worked for so as we’re
23:00
you’ve worked for so as we’re going in here in the test
23:03
going in here in the test account. um I may have clicked
23:04
account. um I may have clicked the wrong custom field, but
23:05
the wrong custom field, but obviously to set this up in
23:07
obviously to set this up in your instance, you don’t only
23:09
your instance, you don’t only have one-third custom field and
23:10
have one-third custom field and we’ve got about forty-five or
23:11
we’ve got about forty-five or fifty here, but that 7400
23:13
fifty here, but that 7400 square feet would automatically
23:15
square feet would automatically load in from the map and
23:16
load in from the map and fictitious I’ve got a price of
23:18
fictitious I’ve got a price of thirty Bucks .4 hours to do it
23:20
thirty Bucks .4 hours to do it and it cost of $14.76 before
23:24
and it cost of $14.76 before profit labor materials full
23:24
profit labor materials full overhead. now what I’ve done
23:25
overhead. now what I’ve done is. Residential postal codes or
23:30
is. Residential postal codes or towns that we’re working on so
23:31
towns that we’re working on so I put the number one next to
23:31
I put the number one next to this town. It’s gonna
23:32
this town. It’s gonna automatically calculate a price
23:34
automatically calculate a price based on .169 hours and a cost
23:36
based on .169 hours and a cost of $5.91. So what I’ve done now
23:39
of $5.91. So what I’ve done now is given service autopilot the
23:40
is given service autopilot the ability to figure my onsite
23:43
ability to figure my onsite price budget and time and cost
23:45
price budget and time and cost for profit and then a quote
23:46
for profit and then a quote unquote non billable
23:48
unquote non billable mobilization price time and
23:50
mobilization price time and cost all the consumers are
23:50
cost all the consumers are gonna see is this thirty 809
23:52
gonna see is this thirty 809 for mowing but now that’s my
23:53
for mowing but now that’s my imaginary checklist of
23:55
imaginary checklist of estimating behind the scenes.
23:57
estimating behind the scenes. Uh when you use the automated
23:58
Uh when you use the automated or basically the fully set up
24:00
or basically the fully set up blueprint from simple growth,
24:01
blueprint from simple growth, these are the things that you
24:03
these are the things that you can happen in your business.
24:05
can happen in your business. Now, let’s go in here and I’m
24:07
Now, let’s go in here and I’m gonna put that 7400 in there
24:08
gonna put that 7400 in there and this would automatically
24:10
and this would automatically calculate but I in the haze of
24:12
calculate but I in the haze of all the different accounts
24:13
all the different accounts here. I didn’t select the right
24:15
here. I didn’t select the right custom field like I said. you
24:16
custom field like I said. you would only have one in a normal
24:17
would only have one in a normal account, but what happens is it
24:18
account, but what happens is it takes that 7400 square feet?
24:20
takes that 7400 square feet? It’s calculating a price for
24:22
It’s calculating a price for application a time and a cost
24:24
application a time and a cost of labor overhead and materials
24:26
of labor overhead and materials for your fertilizing and all we
24:28
for your fertilizing and all we have to do is go to draft a
24:29
have to do is go to draft a quote and we’re able to do.
24:31
quote and we’re able to do. You’ll notice our Grub control
24:33
You’ll notice our Grub control is significantly more expensive
24:34
is significantly more expensive than our normal around here, so
24:36
than our normal around here, so if you have different products
24:37
if you have different products or production rates, you need
24:38
or production rates, you need to charge more or less for each
24:39
to charge more or less for each round, you can do that as well
24:41
round, you can do that as well and then you’ll see down here
24:43
and then you’ll see down here uh when the system is fully set
24:44
uh when the system is fully set up, you would default this to
24:47
up, you would default this to whatever you want I would
24:48
whatever you want I would recommend package item total
24:49
recommend package item total only so once you have this set
24:51
only so once you have this set up under estimate setting you
24:52
up under estimate setting you would have this automatically
24:54
would have this automatically set so you would never have to
24:55
set so you would never have to click this so I’m gonna go in
24:57
click this so I’m gonna go in and quote our mowing and our
24:59
and quote our mowing and our fertilization. Go down to the
25:01
fertilization. Go down to the shrub pruning here as well, so
25:03
shrub pruning here as well, so you’ll see obviously using that
25:04
you’ll see obviously using that on that’s from the number of
25:06
on that’s from the number of shrubs pumped in there
25:08
shrubs pumped in there automatically just like the
25:09
automatically just like the square footage did and uh turf
25:12
square footage did and uh turf and I’ve got a price for each
25:13
and I’ve got a price for each size uh a bush and a budget at
25:16
size uh a bush and a budget at times. so that’s a $286
25:20
times. so that’s a $286 pruning. now I can go in and
25:20
pruning. now I can go in and add my dump fee, which is
25:22
add my dump fee, which is already here. So if there’s
25:24
already here. So if there’s certain things you wanna have
25:24
certain things you wanna have default and I’ve got a dump for
25:26
default and I’ve got a dump for you with budgeted time and
25:27
you with budgeted time and you’re gonna go back in and add
25:28
you’re gonna go back in and add the number one next to that
25:30
the number one next to that post that could again for drive
25:31
post that could again for drive time, but you know instead of
25:32
time, but you know instead of eight. It’s $140 mobilization
25:35
eight. It’s $140 mobilization round trip because I can’t do
25:37
round trip because I can’t do as many pruning jobs and days I
25:38
as many pruning jobs and days I can and mowing so I’ve got to
25:40
can and mowing so I’ve got to spread that non billable time
25:42
spread that non billable time across fewer jobs. It’s 140
25:44
across fewer jobs. It’s 140 bucks. so I’m gonna hit quote
25:46
bucks. so I’m gonna hit quote here and what we’re gonna see
25:47
here and what we’re gonna see here is that this pruning job
25:50
here is that this pruning job the customer is only gonna see
25:52
the customer is only gonna see $426. They don’t know we’ve
25:53
$426. They don’t know we’ve counted the number of shrubs
25:54
counted the number of shrubs they don’t know we’ve charged
25:55
they don’t know we’ve charged for disposal or drive time. but
25:58
for disposal or drive time. but now we know it’s 426 Bucks.
26:00
now we know it’s 426 Bucks. It’s 6 hours for one person to
26:02
It’s 6 hours for one person to get it done and it’s costing me
26:03
get it done and it’s costing me before profit fictitious in
26:05
before profit fictitious in this example, $212 and we’ve
26:07
this example, $212 and we’ve got a systematic way. Through
26:10
got a systematic way. Through and build this out now
26:11
and build this out now remember, I also said we forget
26:14
remember, I also said we forget to put in the notes of hey it
26:15
to put in the notes of hey it doesn’t include the head on the
26:17
doesn’t include the head on the West line. We’ve included that
26:19
West line. We’ve included that linked it in here automatically
26:20
linked it in here automatically you’ll see that on the quote
26:22
you’ll see that on the quote minute. so all you need to do
26:22
minute. so all you need to do is go out now and hit save and
26:24
is go out now and hit save and it’s going to save this in the
26:26
it’s going to save this in the system and it’s gonna pull up
26:28
system and it’s gonna pull up an automated email that links
26:30
an automated email that links everything together for you.
26:30
everything together for you. This is not part of automation.
26:32
This is not part of automation. This is the Standard system of
26:34
This is the Standard system of service Autopilot if you set it
26:35
service Autopilot if you set it up 100% for what we’re showing
26:36
up 100% for what we’re showing you here uh from simple. As a
26:39
you here uh from simple. As a certified adviser, so if you
26:40
certified adviser, so if you need some help once again,
26:42
need some help once again, there is a link here in the
26:44
there is a link here in the comments to click and get a
26:46
comments to click and get a free 30 minute audit uh whether
26:47
free 30 minute audit uh whether you’re in service Autopilot or
26:49
you’re in service Autopilot or another platform uh we also do
26:50
another platform uh we also do audits for other softwares as
26:53
audits for other softwares as well to see where you’re
26:54
well to see where you’re missing some gaps. But the idea
26:54
missing some gaps. But the idea is we got a free template.
26:56
is we got a free template. Email some clickable buttons if
26:58
Email some clickable buttons if they’re mobile to call or text
26:58
they’re mobile to call or text our office. we’ve got our lead
27:00
our office. we’ve got our lead letter. This is the five or six
27:02
letter. This is the five or six main reasons why a business is
27:03
main reasons why a business is different and why they wanna
27:05
different and why they wanna work with us. besides our
27:06
work with us. besides our competitors and yes some
27:07
competitors and yes some testimonial. Social proof so
27:09
testimonial. Social proof so we’re gonna go in and hit send
27:10
we’re gonna go in and hit send and I’m gonna hop on my screen
27:13
and I’m gonna hop on my screen here and I’ll pull up my email
27:14
here and I’ll pull up my email and show you what the consumers
27:16
and show you what the consumers actually gonna get in their
27:18
actually gonna get in their email, but this is you know,
27:19
email, but this is you know, basically the the ideal set up
27:21
basically the the ideal set up for service Autopilot and one
27:23
for service Autopilot and one it’s 100% set up. This is what
27:25
it’s 100% set up. This is what you’re getting out of the
27:26
you’re getting out of the system. A predictable system
27:27
system. A predictable system can be delegated to an office
27:29
can be delegated to an office person, a virtual assistant
27:30
person, a virtual assistant halfway across the world, or if
27:31
halfway across the world, or if you’re using it yourself you’re
27:33
you’re using it yourself you’re buying hours and hours a week
27:34
buying hours and hours a week back with predictable systems
27:36
back with predictable systems and processes. So what we’ve
27:37
and processes. So what we’ve got here now is I’m pulling it
27:40
got here now is I’m pulling it over. We’ve got the. Email So
27:42
over. We’ve got the. Email So right now, if you’re looking at
27:43
right now, if you’re looking at this, I am your potential new
27:45
this, I am your potential new consumers. I’m going in as a
27:46
consumers. I’m going in as a consumer saying, alright
27:47
consumer saying, alright perfect. let’s check this out.
27:48
perfect. let’s check this out. let’s click the view my
27:49
let’s click the view my proposal. And when this is here
27:54
proposal. And when this is here it loads in and uh obviously it
27:56
it loads in and uh obviously it doesn’t have to look like this,
27:58
doesn’t have to look like this, but we’ve got an estimate.
27:59
but we’ve got an estimate. We’ve got billing information
28:00
We’ve got billing information step one select the services
28:02
step one select the services step to accept and sign the
28:04
step to accept and sign the screen so as a proof of
28:05
screen so as a proof of concept, I don’t recommend this
28:07
concept, I don’t recommend this for lawn mowing or any other
28:08
for lawn mowing or any other service to have this much
28:09
service to have this much detail on the service item, but
28:11
detail on the service item, but you can have as much as a
28:12
you can have as much as a little detail as you want, I’d
28:14
little detail as you want, I’d recommend having just some
28:15
recommend having just some service details in the mowing
28:16
service details in the mowing in terms in the extra stuff
28:17
in terms in the extra stuff down below this in the
28:19
down below this in the contractual area. I’ve got my
28:20
contractual area. I’ve got my lawn mower for. Cut so I’m
28:22
lawn mower for. Cut so I’m gonna click and accept it fully
28:25
gonna click and accept it fully set up. I highly recommend
28:26
set up. I highly recommend creating a video in embedded on
28:29
creating a video in embedded on the service line and then some
28:29
the service line and then some other ones down below and I’m
28:31
other ones down below and I’m gonna get into that. Second.
28:32
gonna get into that. Second. This is your road map for
28:33
This is your road map for success of SA this video
28:37
success of SA this video actually plays live inside the
28:38
actually plays live inside the estimate so you can create your
28:41
estimate so you can create your virtual 24/7 sales person. We
28:42
virtual 24/7 sales person. We wanna address what’s included
28:43
wanna address what’s included in the service. What’s not
28:45
in the service. What’s not included in overcoming sales or
28:46
included in overcoming sales or price objections, so we’re
28:47
price objections, so we’re creating a higher perceived
28:48
creating a higher perceived value, so you can charge a
28:49
value, so you can charge a higher price and we’re
28:50
higher price and we’re shortening. Cycle by addressing
28:53
shortening. Cycle by addressing things like do I need to be
28:54
things like do I need to be home to have the service done
28:55
home to have the service done is a certain insurance I should
28:57
is a certain insurance I should be requiring this is a way to
28:59
be requiring this is a way to automate the sales process and
29:01
automate the sales process and not have it revolve around the
29:02
not have it revolve around the business owner to close sales.
29:03
business owner to close sales. We’ve got our fertilization. A
29:07
We’ve got our fertilization. A lot of states require all the
29:08
lot of states require all the EPA information, so I’ve got
29:09
EPA information, so I’ve got each application with all the
29:11
each application with all the information and time and the
29:13
information and time and the price I can go in now and
29:15
price I can go in now and select the five-step
29:17
select the five-step fertilization and now the last
29:19
fertilization and now the last thing is shrub pruning. special
29:20
thing is shrub pruning. special job notes. Merges right into
29:23
job notes. Merges right into the as it does not include the
29:25
the as it does not include the head on the West line. We
29:25
head on the West line. We didn’t forget it. We put it in
29:27
didn’t forget it. We put it in our mobile On-Site form. it was
29:29
our mobile On-Site form. it was predictable now the consumer
29:31
predictable now the consumer gets all the information they
29:32
gets all the information they need here. What’s included, but
29:35
need here. What’s included, but we’ve been able to break down
29:36
we’ve been able to break down the production based on small
29:38
the production based on small medium and large shrubs hedges
29:40
medium and large shrubs hedges with or without a ladder and
29:41
with or without a ladder and disposal and drive time. we’ve
29:44
disposal and drive time. we’ve created a glorified invisible
29:46
created a glorified invisible estimating checklist behind the
29:47
estimating checklist behind the scenes and now we make sure we
29:49
scenes and now we make sure we have profitable predictable
29:51
have profitable predictable estimates each and every time
29:52
estimates each and every time we’ve got invoice. General
29:55
we’ve got invoice. General contractor terms more clickable
29:56
contractor terms more clickable buttons if they’re on mobile
29:58
buttons if they’re on mobile and I included nine more videos
29:59
and I included nine more videos of our core services where we
30:01
of our core services where we educated what was included.
30:02
educated what was included. What wasn’t included. So it’s a
30:04
What wasn’t included. So it’s a soft education with possibly an
30:06
soft education with possibly an up sell on it, then the most
30:08
up sell on it, then the most important part if you need a
30:11
important part if you need a signature which I recommend,
30:12
signature which I recommend, click here to sign they can
30:13
click here to sign they can sign electronically with their
30:15
sign electronically with their mouse They print their name and
30:19
mouse They print their name and accept and before I hit that
30:20
accept and before I hit that accept if you need to provide
30:22
accept if you need to provide MSD labels or anything else for
30:23
MSD labels or anything else for chemicals for chemical
30:24
chemicals for chemical tracking. Information can be
30:26
tracking. Information can be built right into the system
30:28
built right into the system Service Autopilot, so it’s a
30:29
Service Autopilot, so it’s a one stop shop uh especially if
30:31
one stop shop uh especially if you’re a state like New York
30:32
you’re a state like New York that requires a signature
30:33
that requires a signature electronic or physical. This is
30:36
electronic or physical. This is actually gonna cover you for
30:37
actually gonna cover you for New York State DEC law amongst
30:39
New York State DEC law amongst other states as well, obviously
30:40
other states as well, obviously always check with your state,
30:42
always check with your state, but this is a process that’s
30:43
but this is a process that’s gonna do that. so what I’m
30:45
gonna do that. so what I’m gonna do now in a minute is
30:46
gonna do now in a minute is jump back in the service,
30:47
jump back in the service, Autopilot and show you what a
30:50
Autopilot and show you what a um electronic signature looks
30:52
um electronic signature looks like and the stamp in IP
30:54
like and the stamp in IP address. So I’m back in here,
30:57
address. So I’m back in here, I’m gonna close out of this
30:58
I’m gonna close out of this assessment and lo and behold
31:00
assessment and lo and behold the estimate is already marked
31:01
the estimate is already marked to one. So I’m gonna click into
31:03
to one. So I’m gonna click into this and when you have the
31:04
this and when you have the fully set up service Autopilot
31:06
fully set up service Autopilot based on the simple blueprint,
31:08
based on the simple blueprint, you’re gonna have that
31:08
you’re gonna have that signature information all up
31:10
signature information all up here time and date stamped to
31:11
here time and date stamped to the IP address and under
31:14
the IP address and under attachments. we’re gonna be
31:15
attachments. we’re gonna be able to go in and click the
31:16
able to go in and click the attachment and get a printable
31:18
attachment and get a printable PDF with the electronic
31:21
PDF with the electronic signature um and I will tell
31:22
signature um and I will tell you as far as like pesticide
31:24
you as far as like pesticide laws. Check with your state,
31:26
laws. Check with your state, but this works we’ve been
31:26
but this works we’ve been audited with it or if you’re
31:29
audited with it or if you’re going to collections between
31:30
going to collections between the time and date stamp IP
31:31
the time and date stamp IP address in the electronic
31:33
address in the electronic signature on your contract, it
31:34
signature on your contract, it is a slam dunk and if you can
31:36
is a slam dunk and if you can see it here and I bumped this
31:38
see it here and I bumped this right out, you can see my
31:41
right out, you can see my electronic signature here so.
31:42
electronic signature here so. so if. This is something of
31:45
so if. This is something of interest whether you’re using
31:47
interest whether you’re using service Autopilot or another
31:49
service Autopilot or another platform um feel free to click
31:51
platform um feel free to click the link here for the SA audit
31:53
the link here for the SA audit or basically the CRM audit. but
31:55
or basically the CRM audit. but what we’re gonna do is take you
31:57
what we’re gonna do is take you through this fully set up um
32:01
through this fully set up um process and make sure that
32:03
process and make sure that you’re not missing any of the
32:05
you’re not missing any of the dots a lot of times when people
32:05
dots a lot of times when people come in to set service
32:07
come in to set service autopilot or any other
32:08
autopilot or any other software. A lot of the dots are
32:09
software. A lot of the dots are there, but they’re not
32:10
there, but they’re not connected in a streamlined
32:12
connected in a streamlined workflow so to set this up,
32:15
workflow so to set this up, there’s probably. Thirty place
32:17
there’s probably. Thirty place you need to touch in the
32:17
you need to touch in the system, but once it’s set up,
32:20
system, but once it’s set up, we’re working on five to six
32:21
we’re working on five to six screens of Sachs with basically
32:24
screens of Sachs with basically streamlined predictability and
32:26
streamlined predictability and success for your service
32:28
success for your service business. This can be done for
32:29
business. This can be done for lawn care pest control home
32:32
lawn care pest control home cleaning a home cleaning a lot
32:33
cleaning a home cleaning a lot of times uh the question is and
32:34
of times uh the question is and even in lawn care. uh maybe you
32:36
even in lawn care. uh maybe you don’t wanna give an exact price
32:37
don’t wanna give an exact price we figured out based on this
32:38
we figured out based on this process to how to do a high low
32:41
process to how to do a high low price range so spring and fall
32:42
price range so spring and fall cleanups are ideal. Maybe you
32:43
cleanups are ideal. Maybe you don’t wanna do a set price, but
32:45
don’t wanna do a set price, but you can set a minimum with a
32:46
you can set a minimum with a maximum and the customer and
32:47
maximum and the customer and you are. On both ends and uh
32:51
you are. On both ends and uh we’ve done this through paving
32:53
we’ve done this through paving driveway seal uh hardscape
32:55
driveway seal uh hardscape design build This is the
32:56
design build This is the foundational set of service
32:57
foundational set of service Autopilot for success with some
32:59
Autopilot for success with some minor tweaks based on your
33:01
minor tweaks based on your industries. So if you’re
33:01
industries. So if you’re interested to see if you’re
33:03
interested to see if you’re using all the parts of success
33:04
using all the parts of success in service, autopilot or any
33:05
in service, autopilot or any other CRM, click the link below
33:07
other CRM, click the link below for your free essay audit.