00:01
Welcome back to Callahan’s
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Welcome back to Callahan’s corner, Where are you ask the
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corner, Where are you ask the question? We answer live right
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question? We answer live right here on Facebook well nighttime
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here on Facebook well nighttime edition of Callahan’s Corner
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edition of Callahan’s Corner headache Question submitted by
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headache Question submitted by uh Rudy Roder um are one of our
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uh Rudy Roder um are one of our Canadian friends north of the
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Canadian friends north of the border, but uh this question
00:15
border, but uh this question has been a commonly asked
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has been a commonly asked question throughout the last
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question throughout the last several weeks for specifically
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several weeks for specifically doing snow removal and using
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doing snow removal and using service Autopilot so in normal
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service Autopilot so in normal fashion, if you have any
00:26
fashion, if you have any comments or questions feel free
00:27
comments or questions feel free to drop them in the live stream
00:28
to drop them in the live stream here and we’ll. To answer those
00:31
here and we’ll. To answer those in addition, I’m gonna be
00:32
in addition, I’m gonna be putting in a um a ur basically
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putting in a um a ur basically a website address uh if you are
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a website address uh if you are using service Autopilot and you
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using service Autopilot and you want a free 30 minute audit of
00:42
want a free 30 minute audit of service Autopilot to make sure
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service Autopilot to make sure you’re using it to is fullest
00:45
you’re using it to is fullest feel free to click that link
00:46
feel free to click that link and grab a time but uh we’re
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and grab a time but uh we’re gonna dive into the question
00:50
gonna dive into the question submitted by Rudy and well
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submitted by Rudy and well several others for sure um so
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several others for sure um so I’m gonna break it down how we
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I’m gonna break it down how we actually did it in my lawn care
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actually did it in my lawn care company. Uh we plowed
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company. Uh we plowed approximately 600 residential
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approximately 600 residential driveways. You heard it right,
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driveways. You heard it right, 600 residential driveways and
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600 residential driveways and about seventy. Commercial
01:05
about seventy. Commercial parking lot so all set and done
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parking lot so all set and done um we plowed approximately 178
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um we plowed approximately 178 to 180 acres of pavement on a
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to 180 acres of pavement on a full run, so this can be done
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full run, so this can be done at scale so whether you got one
01:17
at scale so whether you got one truck or twenty-five or thirty
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truck or twenty-five or thirty crews out removing snow um this
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crews out removing snow um this will be in here as well as I’ll
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will be in here as well as I’ll post some additional documents
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post some additional documents in here um so click the link
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in here um so click the link and see how we limited the risk
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and see how we limited the risk of snow plow with
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of snow plow with diversification and contracts,
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diversification and contracts, and this is one way we did it
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and this is one way we did it here with kept plowing
01:33
here with kept plowing contracts with an overage, but
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contracts with an overage, but uh not really obvious in
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uh not really obvious in service Autopilot. How you do
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service Autopilot. How you do this in your service business
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this in your service business so? Uh if you’re listening and
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so? Uh if you’re listening and this is something of interest
01:43
this is something of interest drop some comments in there
01:43
drop some comments in there just so we know you’re here and
01:45
just so we know you’re here and uh you’re enjoying the content
01:46
uh you’re enjoying the content but until then we’re gonna drop
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but until then we’re gonna drop in and uh break down the screen
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in and uh break down the screen as we normally do in fashion
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as we normally do in fashion here and break it down. So I am
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here and break it down. So I am in service Autopilot now when
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in service Autopilot now when we’re in service Autopilot uh
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we’re in service Autopilot uh traditionally we’re gonna go in
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traditionally we’re gonna go in and use the simple growth
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and use the simple growth blueprint to build out the caps
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blueprint to build out the caps contract and the overs. I’m not
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contract and the overs. I’m not gonna get into that uh tonight
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gonna get into that uh tonight probably in the later version
02:08
probably in the later version tonight. I’m gonna make this
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tonight. I’m gonna make this short and sweet. Uh if you
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short and sweet. Uh if you wanna check out the weekly talk
02:13
wanna check out the weekly talk show coming up and that’s gonna
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show coming up and that’s gonna be uh Friday, October 9th
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be uh Friday, October 9th tomorrow at 1 PM eastern 12 PM
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tomorrow at 1 PM eastern 12 PM Central. I’m gonna be going on
02:22
Central. I’m gonna be going on solo by myself going over all
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solo by myself going over all things, snow removal and how to
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things, snow removal and how to go out and dominate your local
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go out and dominate your local market and create great bottom
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market and create great bottom line profits but the question
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line profits but the question at hand here is how do we
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at hand here is how do we create a contract with a
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create a contract with a limited cap and overs and show
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limited cap and overs and show that in an estimate service
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that in an estimate service autopilot and then turn that
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autopilot and then turn that into a contract that goes in
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into a contract that goes in and shows overages So uh if you
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and shows overages So uh if you like what you see, make some
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like what you see, make some comments or if you have any
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comments or if you have any questions on this happy.
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questions on this happy. Answers the first thing I’m
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Answers the first thing I’m gonna be going in here is from
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gonna be going in here is from the my day screen. The first
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the my day screen. The first thing you wanna set up is your
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thing you wanna set up is your services so I created these
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services so I created these services um these are
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services um these are fictitious pricing so
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fictitious pricing so definitely do not copy this,
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definitely do not copy this, but it’s gonna give you the
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but it’s gonna give you the ideas. The first thing we wanna
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ideas. The first thing we wanna do is create a service for snow
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do is create a service for snow plowing residential cap 25
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plowing residential cap 25 visits or seventeen visits. uh
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visits or seventeen visits. uh main thing is you wanna see the
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main thing is you wanna see the averages in your uh region so
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averages in your uh region so the last 30 years on average
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the last 30 years on average upstate New York, which is.
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upstate New York, which is. Third largest snowfall market
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Third largest snowfall market in the whole entire United
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in the whole entire United States was around seventeen
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States was around seventeen visits uh after we average that
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visits uh after we average that out uh through the tenure of
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out uh through the tenure of Callahan’s lawn care, we were
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Callahan’s lawn care, we were averaging between 22 and
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averaging between 22 and twenty-three plow runs in a
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twenty-three plow runs in a three-inch trigger so um we’ve
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three-inch trigger so um we’ve definitely cut our teeth in
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definitely cut our teeth in this market, but you wanna go
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this market, but you wanna go in create your services and
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in create your services and make sure it says show in snow
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make sure it says show in snow dispatch. That’s the only way
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dispatch. That’s the only way you’re gonna be able to
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you’re gonna be able to schedule these jobs. We’re
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schedule these jobs. We’re gonna go into our accounting
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gonna go into our accounting class that’s taking care of
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class that’s taking care of next thing is estimates we put
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next thing is estimates we put our estimate. Uh so we’ve gone
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our estimate. Uh so we’ve gone and figured out residential
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and figured out residential plowing contact twenty-five
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plowing contact twenty-five trips and some details you
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trips and some details you don’t need to go into those
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don’t need to go into those types of details, but the
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types of details, but the details I think are honestly uh
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details I think are honestly uh worth taking a look at for a
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worth taking a look at for a minute so the driveway will be
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minute so the driveway will be plowed with a small are the
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plowed with a small are the snowfalls from the sky and
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snowfalls from the sky and accumulates on the driveway,
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accumulates on the driveway, three inches and not obstructed
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three inches and not obstructed areas so one of the biggest
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areas so one of the biggest issues we saw is uh we get
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issues we saw is uh we get through six 700 driveways,
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through six 700 driveways, depending on where we’re at in
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depending on where we’re at in what year and we would get
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what year and we would get phone calls saying. Hey, you
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phone calls saying. Hey, you didn’t plow. Under my vehicle
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didn’t plow. Under my vehicle around my vehicle, those are
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around my vehicle, those are obstructed areas, so we clearly
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obstructed areas, so we clearly define what we’re plowing what
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define what we’re plowing what we weren’t, plowing said. We
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we weren’t, plowing said. We are held harmless for any
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are held harmless for any previous driveway damage and
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previous driveway damage and all equipment is new to
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all equipment is new to minimize any damage, but let’s
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minimize any damage, but let’s face it if you’ve got a several
04:32
face it if you’ve got a several thousand pound steel blade
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thousand pound steel blade running of down payment damage
04:35
running of down payment damage is gonna occur. Um we will not
04:37
is gonna occur. Um we will not guarantee the exact time the
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guarantee the exact time the driveway is plowed, dude the
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driveway is plowed, dude the time and the way the snow may
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time and the way the snow may accumulate. We’re not
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accumulate. We’re not responsible for drips drips
04:43
responsible for drips drips snow plow. By the town on the
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snow plow. By the town on the sidewalk, apron and if it
04:48
sidewalk, apron and if it prevents entrance or damage to
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prevents entrance or damage to your vehicle, we can do that
04:50
your vehicle, we can do that for an additional request and a
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for an additional request and a credit card is required on file
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credit card is required on file for any additional plow trips
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for any additional plow trips outside of the actual
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outside of the actual contracts. So we’ve defined
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contracts. So we’ve defined that on our commercial
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that on our commercial contract, we also had a hold
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contract, we also had a hold harmless for slip and fall
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harmless for slip and fall liability. Next thing isn’t
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liability. Next thing isn’t matrix. We’re gonna go in
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matrix. We’re gonna go in calculations rate times visits
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calculations rate times visits and quantity custom field. So
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and quantity custom field. So before you create your
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before you create your services, you wanna create a
05:13
services, you wanna create a custom field so you’re not
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custom field so you’re not having to jump in and out um
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having to jump in and out um you see if you see. Videos You
05:17
you see if you see. Videos You know we create the custom feel
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know we create the custom feel we create the service we create
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we create the service we create the packages and then we create
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the packages and then we create the template and we link the
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the template and we link the documents together. So we’re
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documents together. So we’re saying between one and 1800
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saying between one and 1800 square feet is $475 for those
05:29
square feet is $475 for those first 25 visits and each
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first 25 visits and each additional 120 square feet over
05:34
additional 120 square feet over the base price of 1800 square
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the base price of 1800 square feet is an additional $11 more
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feet is an additional $11 more so we’ve got the cap on there
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so we’ve got the cap on there now and then we’re gonna go in
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now and then we’re gonna go in and do our over so same square
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and do our over so same square footage. Cuz our production
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footage. Cuz our production rates will be the same, we’re
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rates will be the same, we’re gonna go and put our estimate
05:51
gonna go and put our estimate description prices per visit x
05:54
description prices per visit x amount of dollars per the
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amount of dollars per the average of the cap and we’re
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average of the cap and we’re gonna go into the matrix and
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gonna go into the matrix and set up our same matrix, but
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set up our same matrix, but we’re charging an additional
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we’re charging an additional $25 per push. If it’s over 1800
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$25 per push. If it’s over 1800 square feet each additional 120
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square feet each additional 120 square feet is $3 more per
06:09
square feet is $3 more per push, so we can have a larger
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push, so we can have a larger driveway or driveway up to 1800
06:13
driveway or driveway up to 1800 square feet and that is going
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square feet and that is going to build that program for you.
06:17
to build that program for you. So we’re gonna save that as
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So we’re gonna save that as well now the next thing we’re
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well now the next thing we’re gonna do is going into a master
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gonna do is going into a master package. This is something that
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package. This is something that service Autopilot probably will
06:26
service Autopilot probably will not show you how to do uh but
06:28
not show you how to do uh but we’re gonna lift the hood on
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we’re gonna lift the hood on this. If you have comments or
06:29
this. If you have comments or questions on this, please drop
06:31
questions on this, please drop it in the live stream. Uh we’re
06:32
it in the live stream. Uh we’re gonna go into. Icon Master
06:35
gonna go into. Icon Master packages Residential plowing
06:36
packages Residential plowing trip of twenty-five with cap
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trip of twenty-five with cap We’re gonna go in and label
06:41
We’re gonna go in and label this plowing residential 25
06:43
this plowing residential 25 visits residential plowing
06:45
visits residential plowing after 25 visits We’re pulling
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after 25 visits We’re pulling our services in we just created
06:47
our services in we just created for 25 visits and over the cap
06:51
for 25 visits and over the cap gonna save the changes next
06:53
gonna save the changes next thing we’re going into is other
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thing we’re going into is other gear icon job estimate template
06:56
gear icon job estimate template and we’re gonna pull in the
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and we’re gonna pull in the package for 25 trip cap with
07:03
package for 25 trip cap with the Twenty-five visit and the
07:04
the Twenty-five visit and the cap. Over and I pulled in
07:06
cap. Over and I pulled in residential sidewalk clearing
07:08
residential sidewalk clearing that’s another service we made
07:10
that’s another service we made as well. We’d go in then in
07:12
as well. We’d go in then in saving clothes, so the next
07:13
saving clothes, so the next thing that we are going to do
07:14
thing that we are going to do is going to the my day stream
07:17
is going to the my day stream potentially we are picking up
07:18
potentially we are picking up the phone. A client calls.
07:19
the phone. A client calls. we’re gonna hit the plus icon a
07:22
we’re gonna hit the plus icon a lead if they’re coming off your
07:25
lead if they’re coming off your website using a vtwo or vthree
07:26
website using a vtwo or vthree form, they should be
07:27
form, they should be automatically entered into
07:29
automatically entered into service autopilot. no double
07:30
service autopilot. no double entry trigger someone in your
07:32
entry trigger someone in your office and off the website
07:34
office and off the website lead. we should know the
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lead. we should know the requesting a um. Estimate. So
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requesting a um. Estimate. So as we answer the phone, we’ve
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as we answer the phone, we’ve got the client’s name. We’re
07:43
got the client’s name. We’re gonna go ahead and put in the
07:45
gonna go ahead and put in the address.
07:55
To add to the city, we’re gonna
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To add to the city, we’re gonna confirm that we’re gonna select
07:57
confirm that we’re gonna select the sales tax if it is
07:59
the sales tax if it is applicable and we’re gonna go
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applicable and we’re gonna go ahead and put in their email.
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And we always put in the
08:13
And we always put in the cellphone number next thing we
08:14
cellphone number next thing we should be always checking is
08:16
should be always checking is details is this a commercial or
08:18
details is this a commercial or residential? This example is
08:19
residential? This example is residential through the same
08:20
residential through the same process that we use for
08:21
process that we use for commercial plowing with caps of
08:23
commercial plowing with caps of wealth under sales. We attract
08:25
wealth under sales. We attract the Salesforce. How do they
08:25
the Salesforce. How do they hear about so? I’m gonna say
08:26
hear about so? I’m gonna say this one came from uh Angie’s
08:30
this one came from uh Angie’s and we’re gonna hit save. It’s
08:33
and we’re gonna hit save. It’s going to do some duplicate
08:34
going to do some duplicate checking this is the test
08:35
checking this is the test account of use if you’ve seen
08:36
account of use if you’ve seen in the video so we are gonna
08:37
in the video so we are gonna continue cuz this is a decent
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continue cuz this is a decent account um so once again, if
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account um so once again, if you have any comments or
08:43
you have any comments or questions on the video feel
08:45
questions on the video feel free to drop them in now as
08:46
free to drop them in now as we’re looking at it, there’s
08:48
we’re looking at it, there’s some things we need to look at
08:49
some things we need to look at this long gray bar is gonna
08:50
this long gray bar is gonna represent a lead in the system.
08:52
represent a lead in the system. We have three different columns
08:53
We have three different columns that is a client in Vtwo. In
08:56
that is a client in Vtwo. In addition when you’ve got the
08:57
addition when you’ve got the search icon here this little
08:59
search icon here this little black Avatar with the Red Elsa
09:00
black Avatar with the Red Elsa lead If this L was not here
09:02
lead If this L was not here that little avatar with. Red
09:05
that little avatar with. Red would be a client, No Avatar
09:07
would be a client, No Avatar would be a close lead any
09:08
would be a close lead any council client would be the
09:10
council client would be the black Avatar with a slash and
09:11
black Avatar with a slash and those are visual clues in the
09:13
those are visual clues in the vtwo system So now we’re gonna
09:16
vtwo system So now we’re gonna go into more property
09:17
go into more property measurements and measure the
09:18
measurements and measure the property to create this
09:20
property to create this production based estimating
09:21
production based estimating system for plowing with a
09:23
system for plowing with a twenty-five cap and an overage.
09:24
twenty-five cap and an overage. so so going into our satellite.
09:27
so so going into our satellite. We’re zooming in. And we’re
09:32
We’re zooming in. And we’re gonna measure the driveway.
09:36
Double click that who pull that
09:37
Double click that who pull that up a little bit and we’re gonna
09:40
up a little bit and we’re gonna highlight that blue. Choose it
09:43
highlight that blue. Choose it and I’m gonna put plowing and
09:47
and I’m gonna put plowing and we have another area for
09:48
we have another area for sidewalks Um now, this is
09:51
sidewalks Um now, this is something truly full
09:52
something truly full transparency. We never really
09:53
transparency. We never really did at Callahan. We did not
09:55
did at Callahan. We did not shovel residentials but we did
09:56
shovel residentials but we did shovel and maintain sidewalks
09:59
shovel and maintain sidewalks commercially, but this is a
10:00
commercially, but this is a great example. how you do that
10:01
great example. how you do that for me, either one and we’re
10:03
for me, either one and we’re gonna spin that down and zoom
10:05
gonna spin that down and zoom in and we’re gonna measure
10:07
in and we’re gonna measure right in front of the driveway
10:09
right in front of the driveway uh garage door where the plow
10:10
uh garage door where the plow is not gonna hit uh we’re gonna
10:12
is not gonna hit uh we’re gonna get. Sidewalk here. And we’re
10:18
get. Sidewalk here. And we’re gonna measure that and make
10:23
that a different color and it
10:25
that a different color and it saves every time we pull this
10:25
saves every time we pull this up now, we know exactly what
10:27
up now, we know exactly what areas we’re measured uh don’t
10:29
areas we’re measured uh don’t worry when we come back and
10:30
worry when we come back and spin this area. This is
10:31
spin this area. This is appropriate for the overlay
10:33
appropriate for the overlay here now what we’re gonna do
10:34
here now what we’re gonna do then is take sidewalks hit the
10:36
then is take sidewalks hit the plus sign to a zero not
10:38
plus sign to a zero not included custom field You would
10:42
included custom field You would probably never have this many
10:44
probably never have this many custom field. so let’s see if
10:45
custom field. so let’s see if we can find this in here um but
10:48
we can find this in here um but this is our driveway square.
10:50
this is our driveway square. That we’re plowing and we’re
10:51
That we’re plowing and we’re gonna hit save custom field to
10:53
gonna hit save custom field to save now. The next thing we’re
10:54
save now. The next thing we’re gonna do is zero out the
10:55
gonna do is zero out the plowing and hit the plus sign
10:58
plowing and hit the plus sign for sidewalks and we need we
10:58
for sidewalks and we need we need to go in our sidewalk
11:01
need to go in our sidewalk square footage see if we can
11:02
square footage see if we can find that in here as well. but
11:04
find that in here as well. but like I said, you’ve never had
11:05
like I said, you’ve never had this many custom fields but in
11:06
this many custom fields but in this test account um we’ve got
11:09
this test account um we’ve got that’s a sidewalk square foot
11:11
that’s a sidewalk square foot clearing I believe that is the
11:13
clearing I believe that is the custom field we need, but let’s
11:15
custom field we need, but let’s let’s take a quick look before
11:17
let’s take a quick look before we save it.
11:21
In sidewalk, residential
11:22
In sidewalk, residential clearing and if we know this
11:25
clearing and if we know this will be under the matrix and it
11:28
will be under the matrix and it is sidewalk clearing so that’s
11:30
is sidewalk clearing so that’s the formula we use every
11:32
the formula we use every hundred square feet was
11:34
hundred square feet was twenty-five Bucks. so we are in
11:36
twenty-five Bucks. so we are in fact using the right custom
11:38
fact using the right custom field so now that we’ve saved
11:40
field so now that we’ve saved this uh we can now go in and
11:42
this uh we can now go in and hit add estimate so those job
11:45
hit add estimate so those job variables or custom fields are
11:45
variables or custom fields are safe on the client list and
11:47
safe on the client list and then we’re gonna go and create
11:49
then we’re gonna go and create an estimate so as loads in here
11:51
an estimate so as loads in here we’re gonna go in and use the
11:53
we’re gonna go in and use the prebuilt. Estimate template
11:55
prebuilt. Estimate template that we’ve just created um on
11:59
that we’ve just created um on the screen here so when we go
12:01
the screen here so when we go back to lead screen, we go to
12:03
back to lead screen, we go to templates. And we’ve got our.
12:09
templates. And we’ve got our. Simple growth twenty
12:11
Simple growth twenty residential cap contract so
12:13
residential cap contract so that is gonna load in and what
12:14
that is gonna load in and what it is it took the 1095 square
12:17
it is it took the 1095 square feet of the pavement. It’s a
12:19
feet of the pavement. It’s a $475 contract and each trip
12:21
$475 contract and each trip above that is twenty-five. so
12:23
above that is twenty-five. so we’re gonna go from draft to
12:24
we’re gonna go from draft to quote and we have our
12:26
quote and we have our residential sidewalk clearing
12:28
residential sidewalk clearing of $50. so it’s 200 square feet
12:30
of $50. so it’s 200 square feet so every twenty-five was an
12:33
so every twenty-five was an additional uh $25. Obviously
12:37
additional uh $25. Obviously some of. Pricing is fictitious
12:39
some of. Pricing is fictitious for sidewalks, but you get the
12:40
for sidewalks, but you get the idea the site break this down
12:42
idea the site break this down now. The next important part is
12:45
now. The next important part is we’re gonna save this now on
12:46
we’re gonna save this now on our estimate template when we
12:49
our estimate template when we created this template here we
12:50
created this template here we connected it to the simple
12:52
connected it to the simple growth twenty residential
12:53
growth twenty residential contract. What that did is it
12:55
contract. What that did is it connected the estimate. Email
12:57
connected the estimate. Email the estimate document and the
12:58
the estimate document and the acceptance email and now
13:00
acceptance email and now they’re all connected. Um so if
13:02
they’re all connected. Um so if you are a service Autopilot
13:03
you are a service Autopilot user uh on the service,
13:06
user uh on the service, Autopilot marketplace, we have
13:06
Autopilot marketplace, we have this all collected or connected
13:08
this all collected or connected for you where you can actually
13:09
for you where you can actually download this and use this
13:10
download this and use this within minutes. But the idea
13:12
within minutes. But the idea here is to show you how to do
13:13
here is to show you how to do it yourself so the next thing
13:15
it yourself so the next thing we wanna do is we go back to
13:16
we wanna do is we go back to this lead. We’re gonna go and
13:19
this lead. We’re gonna go and email the estimate now that pre
13:21
email the estimate now that pre template email that’s stuck in
13:22
template email that’s stuck in there will automatically load
13:25
there will automatically load and what we’ve got is some
13:27
and what we’ve got is some information click here um for
13:30
information click here um for the snow removal estimate and
13:32
the snow removal estimate and the five major reasons why our
13:33
the five major reasons why our business is different. so what
13:35
business is different. so what we are gonna do now is scroll
13:37
we are gonna do now is scroll down and hit send and I’m gonna
13:40
down and hit send and I’m gonna hop into my email on the other
13:43
hop into my email on the other screen and pull this over for
13:44
screen and pull this over for you. And show you what the
13:47
you. And show you what the actual estimate looks like for
13:49
actual estimate looks like for your client with the actual um
13:54
your client with the actual um estimate slash contract with
13:57
estimate slash contract with the cap pricing on it. um so
14:00
the cap pricing on it. um so this is kinda where the rubber
14:01
this is kinda where the rubber meets the road so any comments
14:03
meets the road so any comments or questions drop below here um
14:06
or questions drop below here um happy to show you what this
14:09
happy to show you what this looks like um fully built out
14:10
looks like um fully built out here as I’m grabbing this here
14:12
here as I’m grabbing this here on the other screen. so. What
14:16
on the other screen. so. What we’ve got here is the email
14:17
we’ve got here is the email that your client would be
14:19
that your client would be getting and it is going to show
14:21
getting and it is going to show show here. Click here view my
14:23
show here. Click here view my proposal This is a live
14:25
proposal This is a live estimate that can be signed
14:27
estimate that can be signed online but what we’ve got is
14:30
online but what we’ve got is our residential plowing
14:33
our residential plowing Twenty-five trip cap um
14:34
Twenty-five trip cap um obviously you probably wanna
14:35
obviously you probably wanna make that a little uh read a
14:37
make that a little uh read a little bit better, but it’s
14:37
little bit better, but it’s residential plowing Twenty-five
14:39
residential plowing Twenty-five contract the company what they
14:41
contract the company what they will do what they will not
14:42
will do what they will not guarantee We will outline the
14:43
guarantee We will outline the details for 475. Dollars
14:47
details for 475. Dollars Residential plowing after 25
14:50
Residential plowing after 25 visits $25 per trip they cannot
14:52
visits $25 per trip they cannot select our selected to one of
14:55
select our selected to one of these we can go in and select
14:56
these we can go in and select it as the consumer and now I
14:59
it as the consumer and now I have my residential sidewalk
15:01
have my residential sidewalk clearing for fifty Bucks. So
15:02
clearing for fifty Bucks. So I’m gonna select both of those
15:05
I’m gonna select both of those and scroll down.
15:09
And accept the proposal now,
15:11
And accept the proposal now, depending on the settings of
15:13
depending on the settings of the estimate uh if you’ve seen
15:14
the estimate uh if you’ve seen a lot of our other videos, you
15:15
a lot of our other videos, you can go in and electronically
15:17
can go in and electronically sign and that’s going to give
15:19
sign and that’s going to give you uh IP address and the
15:21
you uh IP address and the actual printable Pdf of that
15:23
actual printable Pdf of that contract. That’s what I
15:25
contract. That’s what I recommend for best practice but
15:26
recommend for best practice but right now for this demo uh we
15:28
right now for this demo uh we didn’t go through the extra
15:29
didn’t go through the extra step to setting that up, but
15:32
step to setting that up, but that is gonna give you the high
15:33
that is gonna give you the high low or the twenty-five trip
15:35
low or the twenty-five trip retainer plus the overs and the
15:37
retainer plus the overs and the services so that is what you’re
15:39
services so that is what you’re gonna do there now when we go
15:41
gonna do there now when we go back in here, this is going to
15:43
back in here, this is going to be up. As a one contract, so
15:49
be up. As a one contract, so you can see here, it’s one so
15:51
you can see here, it’s one so the next step. if you’ve won
15:52
the next step. if you’ve won this, this estimate is how do
15:54
this, this estimate is how do we set this up? So we’d really
15:56
we set this up? So we’d really wanna go in at this point in my
15:58
wanna go in at this point in my opinion is convert the lead
16:00
opinion is convert the lead into a client so under more uh
16:03
into a client so under more uh convert lead.
16:07
Save and then before we can
16:11
Save and then before we can schedule this newly one
16:11
schedule this newly one contract for 25 trips in overs
16:15
contract for 25 trips in overs we wanna go in under the
16:17
we wanna go in under the contracts area at contract.
16:18
contracts area at contract. Now, snow removal is gonna be
16:19
Now, snow removal is gonna be different because it’s an on
16:20
different because it’s an on demand job so what you need to
16:23
demand job so what you need to do is go in create a contract
16:26
do is go in create a contract first before you set up the
16:27
first before you set up the contract the the um contract
16:30
contract the the um contract and we’re gonna call it our.
16:34
and we’re gonna call it our. Residential snow
16:40
Contract With typos, alright,
16:43
Contract With typos, alright, so we’ve got that in there now
16:46
so we’ve got that in there now we’re gonna go in and put our
16:46
we’re gonna go in and put our start date traditionally in my
16:49
start date traditionally in my market we would start November
16:51
market we would start November 20th and end the contract April
16:56
20th and end the contract April 5th. Now we need to enter a
16:58
5th. Now we need to enter a line item in so snow uh
17:02
line item in so snow uh residents or snow contract and
17:04
residents or snow contract and installment if you do
17:06
installment if you do installment uh so we can go in
17:09
installment uh so we can go in or we can just make it
17:11
or we can just make it resonate. Contract When you
17:13
resonate. Contract When you click that in that’s the
17:14
click that in that’s the invoice line item so in my
17:17
invoice line item so in my market we made the customer
17:18
market we made the customer prepay for the whole year in
17:19
prepay for the whole year in advance before we would show up
17:21
advance before we would show up other markets like to do some
17:22
other markets like to do some installments. So let’s just
17:24
installments. So let’s just play Devil’s advocate and let’s
17:25
play Devil’s advocate and let’s say you’re doing um that
17:29
say you’re doing um that contract. Let’s say it was uh
17:30
contract. Let’s say it was uh $400. I don’t remember what it
17:32
$400. I don’t remember what it was, but uh let’s say it was a
17:33
was, but uh let’s say it was a $400 contract so we do $100 in
17:36
$400 contract so we do $100 in November
17:39
November $100
17:39
$100 in December and Do $100 in
17:44
$100 in December and Do $100 in January and February um so
17:45
January and February um so that’s how you would set up the
17:47
that’s how you would set up the installment and it basically
17:48
installment and it basically when you go to the billing day
17:49
when you go to the billing day of the month here you set up to
17:51
of the month here you set up to the first and you can build 1
17:52
the first and you can build 1 day one Bill 1 month in
17:54
day one Bill 1 month in advance, so traditionally what
17:56
advance, so traditionally what we would do in my company is we
18:00
we would do in my company is we would go out and avoid doing
18:02
would go out and avoid doing installments, but we would
18:04
installments, but we would actually charge the complete
18:05
actually charge the complete $400 in the beginning of
18:07
$400 in the beginning of November and we had to be
18:09
November and we had to be prepaid in full before November
18:10
prepaid in full before November 20th with no discounts and
18:12
20th with no discounts and that’s how we operate cuz we
18:13
that’s how we operate cuz we always booked our schedule So
18:14
always booked our schedule So um I’ll put some links from.
18:16
um I’ll put some links from. Lot of landscape magazine how
18:17
Lot of landscape magazine how we did that so you can break it
18:18
we did that so you can break it down if you ever wanna try that
18:20
down if you ever wanna try that in your market, but here’s the
18:21
in your market, but here’s the idea we wanna auto generate So
18:24
idea we wanna auto generate So now we have this last part is
18:25
now we have this last part is under actions wanna add
18:27
under actions wanna add contracts item. So this is how
18:28
contracts item. So this is how we define that residential
18:32
we define that residential plowing cap and the residential
18:35
plowing cap and the residential plowing with a cap. And they
18:39
plowing with a cap. And they just put cap in here.
18:46
There’s our snow plow
18:47
There’s our snow plow residential cap 25 visits and
18:49
residential cap 25 visits and I’m gonna put 25 visits in
18:50
I’m gonna put 25 visits in here. I’m gonna wanna be
18:51
here. I’m gonna wanna be notified, especially if you’re
18:52
notified, especially if you’re an area that has the lake
18:54
an area that has the lake effect so greater than an equal
18:55
effect so greater than an equal to 25 visits. uh we’re gonna
18:58
to 25 visits. uh we’re gonna get a notification and service
18:59
get a notification and service autopilot so in our market we
19:01
autopilot so in our market we to certain areas wouldn’t get
19:02
to certain areas wouldn’t get as much snow so sometimes we
19:03
as much snow so sometimes we can be over that cap in one
19:05
can be over that cap in one area, not the other. so that’s
19:06
area, not the other. so that’s gonna give you that granular to
19:07
gonna give you that granular to that alert and we can let a
19:10
that alert and we can let a roll so I’m gonna alert myself
19:11
roll so I’m gonna alert myself as the owner role and hit save
19:14
as the owner role and hit save and now what we’re gonna build.
19:16
and now what we’re gonna build. Over this so if the quantity is
19:18
Over this so if the quantity is over our hours are we built
19:21
over our hours are we built over so yes, if the quantity is
19:22
over so yes, if the quantity is passed 25 visits, we’re gonna
19:25
passed 25 visits, we’re gonna build over this so that is the
19:28
build over this so that is the only part that’s included in
19:29
only part that’s included in the cap are sidewalk clearing
19:31
the cap are sidewalk clearing is a separate service um that’s
19:33
is a separate service um that’s build out per trip, so that’s
19:34
build out per trip, so that’s gonna handle differently. so
19:36
gonna handle differently. so we’re gonna hit save here now
19:39
we’re gonna hit save here now the next step. Is and I didn’t
19:42
the next step. Is and I didn’t select a service so that is
19:45
select a service so that is probably part of the reason Why
19:46
probably part of the reason Why see if we can get this to
19:48
see if we can get this to select.
19:54
And my guest. Is I did not
20:00
And my guest. Is I did not select?
20:04
The snow cabin this one when I
20:05
The snow cabin this one when I set up before the video let’s
20:08
set up before the video let’s go. Check it out here.
20:14
And show in snow, everything
20:17
And show in snow, everything looks appropriate here so let’s
20:22
looks appropriate here so let’s see why it does not like that.
20:37
For some reason, it is oh
20:40
For some reason, it is oh default service Nothing wrong
20:41
default service Nothing wrong with Facebook live. That’s the
20:43
with Facebook live. That’s the problem so we have to select
20:45
problem so we have to select our default service and I’m
20:47
our default service and I’m gonna put that into our
20:48
gonna put that into our residential twenty-five visit
20:49
residential twenty-five visit now we should be good so
20:51
now we should be good so comment questions drop below.
20:53
comment questions drop below. so if you’ve been doing this
20:53
so if you’ve been doing this for 910 years like myself, yes,
20:55
for 910 years like myself, yes, you can definitely miss a step.
20:57
you can definitely miss a step. so watch this video on the
20:58
so watch this video on the recording to make sure you’ve
20:59
recording to make sure you’ve got it now. The next step is
21:00
got it now. The next step is you wanna go and add a job.
21:02
you wanna go and add a job. We’re gonna add an on demand
21:03
We’re gonna add an on demand job so when I showed you on the
21:05
job so when I showed you on the service selection that we had
21:06
service selection that we had to show in snow dispatch, it
21:09
to show in snow dispatch, it will not be available unless it
21:10
will not be available unless it is selected on snow snow is
21:12
is selected on snow snow is done. Inserts all piled so I’m
21:16
done. Inserts all piled so I’m gonna select the cap. Visits
21:20
gonna select the cap. Visits are gonna sign that too let’s
21:25
are gonna sign that too let’s go in here and grab residential
21:27
go in here and grab residential plow crew number eight and our
21:31
plow crew number eight and our inch trigger is three inches on
21:33
inch trigger is three inches on a residential contract. It’s
21:35
a residential contract. It’s authorized 7 days a week An
21:36
authorized 7 days a week An invoice type now is a contract
21:40
invoice type now is a contract and a contract is a residential
21:41
and a contract is a residential snow contract. We just created
21:43
snow contract. We just created now the cap is going to be
21:46
now the cap is going to be number of pushes not events and
21:50
number of pushes not events and the. Is twenty-five pushes and
21:52
the. Is twenty-five pushes and it’s gonna reset yearly and we
21:56
it’s gonna reset yearly and we need to put in an overage
21:58
need to put in an overage invoice description so uh
22:00
invoice description so uh charge.
22:04
For plowing over
22:09
25 visits now, we’re gonna go
22:11
25 visits now, we’re gonna go in and select the range. I’m
22:13
in and select the range. I’m gonna recommend if it is a
22:14
gonna recommend if it is a three inch trigger. I’m gonna
22:16
three inch trigger. I’m gonna say three to 90.9 inches is we
22:19
say three to 90.9 inches is we were charging an extra $25 per
22:21
were charging an extra $25 per visit on that one um and I
22:24
visit on that one um and I believe it was .05 man hours
22:27
believe it was .05 man hours and it was not a hourly one. It
22:28
and it was not a hourly one. It was a flat rate so that is how
22:32
was a flat rate so that is how we set that up to set up the.
22:34
we set that up to set up the. 25 trips included under the
22:36
25 trips included under the contract and then an additional
22:38
contract and then an additional building of $25 per visit there
22:41
building of $25 per visit there after now, the last part here
22:42
after now, the last part here is we had sidewalk shoveling so
22:45
is we had sidewalk shoveling so we’re gonna go and add another
22:46
we’re gonna go and add another on-demand job, but this is
22:47
on-demand job, but this is gonna be a little bit
22:48
gonna be a little bit different. There is no contract
22:50
different. There is no contract so the service is residential
22:52
so the service is residential uh sidewalk clearing.
23:02
Garage and walks then we’re
23:03
Garage and walks then we’re gonna sign it to that same
23:06
gonna sign it to that same plowing crew number
23:08
plowing crew number theoretically that Saint be
23:09
theoretically that Saint be shoveling. It’s a three-inch
23:11
shoveling. It’s a three-inch trigger 7 days, but now this
23:13
trigger 7 days, but now this type is push per inch and it
23:17
type is push per inch and it goes out of every three inches,
23:18
goes out of every three inches, and it doesn’t matter how many
23:19
and it doesn’t matter how many inches are. We’re coming every
23:20
inches are. We’re coming every three inches, so I’m gonna bump
23:21
three inches, so I’m gonna bump it up to 90.9 again. and if you
23:24
it up to 90.9 again. and if you remember that was $50 per visit
23:26
remember that was $50 per visit and at that .25 man hours and
23:29
and at that .25 man hours and again, it’s flat rate not
23:30
again, it’s flat rate not hourly. So now we’ve gone to
23:32
hourly. So now we’ve gone to show you how to create a
23:33
show you how to create a contract with a cap amount and
23:36
contract with a cap amount and overs in an on demand, say
23:37
overs in an on demand, say sidewalk or consult. Job that
23:40
sidewalk or consult. Job that is paid per visit so comments
23:43
is paid per visit so comments or questions drop them below.
23:44
or questions drop them below. wanna thank Rudy and a couple
23:45
wanna thank Rudy and a couple of people who submitted this
23:46
of people who submitted this question apologize. How late it
23:47
question apologize. How late it took me to uh get that up but
23:49
took me to uh get that up but um been a crazy time this fall
23:51
um been a crazy time this fall even with coveted uh the simple
23:52
even with coveted uh the simple growth team has been very busy
23:55
growth team has been very busy helping service Autopilot users
23:57
helping service Autopilot users amongst other platforms uh grow
24:00
amongst other platforms uh grow and scale their service
24:00
and scale their service business and lawn care snow
24:03
business and lawn care snow plowing and home cleaning. um
24:04
plowing and home cleaning. um other thing. I really wanna
24:04
other thing. I really wanna push out here and take a look
24:06
push out here and take a look at is uh if you’re interested.
24:09
at is uh if you’re interested. Um in the uh service, autopilot
24:12
Um in the uh service, autopilot or basically any cm if using a
24:15
or basically any cm if using a service uh based business
24:16
service uh based business software, you wanna get a free
24:18
software, you wanna get a free thirty-minute audit of your
24:19
thirty-minute audit of your soft with myself or Dylan. I’m
24:20
soft with myself or Dylan. I’m a simple growth team. Um I’ve
24:24
a simple growth team. Um I’ve just posted the uh ul and link
24:27
just posted the uh ul and link in the actual um comments here.
24:29
in the actual um comments here. I’ll put another one in here
24:32
I’ll put another one in here that they free software audit
24:35
that they free software audit will go through uh no sales
24:36
will go through uh no sales pitch literally just tell you
24:38
pitch literally just tell you what your score is and uh what
24:39
what your score is and uh what you need to work on to be. Set
24:41
you need to work on to be. Set up in your software um really
24:44
up in your software um really cool process we do we actually
24:45
cool process we do we actually send you um a graphic and all
24:48
send you um a graphic and all the questions so you know
24:49
the questions so you know exactly where you’re at in your
24:50
exactly where you’re at in your software um but if you scroll
24:52
software um but if you scroll down, you can book a call right
24:53
down, you can book a call right with myself, um my callahan to
24:57
with myself, um my callahan to uh get that free essay audit.
24:58
uh get that free essay audit. Uh we even do have some weekend
25:00
Uh we even do have some weekend plans on Saturday as well and
25:02
plans on Saturday as well and some times available tomorrow.
25:05
some times available tomorrow. so if that’s something of
25:05
so if that’s something of interest feel free to click
25:07
interest feel free to click that link last thing I wanna
25:09
that link last thing I wanna show you is if you are a serve
25:10
show you is if you are a serve or simple growth client. Uh we
25:12
or simple growth client. Uh we do have a new chat feature on
25:14
do have a new chat feature on the bottom left-hand side of
25:16
the bottom left-hand side of our website. uh when you click
25:17
our website. uh when you click this here uh believe it or not
25:20
this here uh believe it or not we’ve extended our hours so it
25:21
we’ve extended our hours so it is from 9 AM eastern all the
25:25
is from 9 AM eastern all the way to 10 PM Eastern so if
25:28
way to 10 PM Eastern so if you’re one of a client at
25:29
you’re one of a client at simple growth, any questions
25:31
simple growth, any questions around service autopilot or
25:33
around service autopilot or automations or anything else,
25:34
automations or anything else, we’re going on uh the civil
25:36
we’re going on uh the civil team is live via chat from 9 AM
25:38
team is live via chat from 9 AM to 10 PM Eastern. Uh
25:42
to 10 PM Eastern. Uh potentially some new weekend
25:43
potentially some new weekend hours coming up shortly but uh
25:44
hours coming up shortly but uh make sure you click the link
25:45
make sure you click the link below here to get that audit of
25:48
below here to get that audit of your scheduling software and if
25:49
your scheduling software and if you have any comments or
25:51
you have any comments or questions how we broke down
25:52
questions how we broke down snow plowing with a cap and
25:53
snow plowing with a cap and overages and then one time for
25:55
overages and then one time for safe shoveling or salting
25:57
safe shoveling or salting whether it’s a sidewalk to the
25:59
whether it’s a sidewalk to the parking lot. That’s how you do
26:00
parking lot. That’s how you do it put up Khan’s corner. You
26:02
it put up Khan’s corner. You ask questions. We answer them
26:03
ask questions. We answer them live right here on Facebook.
26:04
live right here on Facebook. We’ll see again tomorrow on the
26:06
We’ll see again tomorrow on the essay Weekly talk show at 1 PM
26:08
essay Weekly talk show at 1 PM eastern 12 PM Central Mike
26:09
eastern 12 PM Central Mike Callahan simple routine.