Video Transcript

00:00

You’re listening to the simple growth podcast the show that

00:03

helps business owners get their life back. Here’s your host

00:07

Mike Callahan. Welcome back to the weekly talk show um host

00:13

Mike Callahan here as a certified Adviser of Service

00:16

Autopilot, and as we do uh several times a month with the

00:21

SA Weekly talk show we will go out and break down features and

00:24

functions of service Autopilot so uh as a normal live

00:30

broadcast if anybody’s watching on the live feed right now, if

00:33

you can hear the audio uh please type in the. To just let

00:36

us know but what we’re going to be doing here is going out. I’m

00:39

gonna check my phone just to make sure that we uh are

00:42

broadcasting and we can see uh what it looks like here for the

00:46

audio but we’re gonna be looking at here on the essay.

00:48

Weekly talk show is vthree tickets and a workflow so um

00:55

happy to answer any questions on the live and recorded

00:58

version, but we wanna go out and um kind of create a

01:02

workflow and build upon um a lot of the great video.

01:05

Autopilot has created around vthree tickets but go in and um

01:08

kinda demystify some of the systems and put a workflow to

01:11

  1. Uh so we’re not gonna be talking about just about the

01:13

features and functions of vthree tickets, but how to

01:16

actually go out and create a workflow with those tickets and

01:19

some time saving steps that um the simple growth team has uh

01:23

developed with the workflow the way we’re utilizing it in

01:26

service Autopilot as a general user of service autopilot. So

01:30

without any delay, I’m gonna go in and jump in and pull up my.

01:35

Screen here Awesome. Uh Brent says you can hear me that is

01:39

perfect so uh in addition what I’m gonna be doing is um if you

01:43

wanna get a access of a recorded full version of the

01:46

essay, weekly talk show not just what I’m showing here, but

01:48

a complete workflow training of vthree that builds even farther

01:52

than this uh in the show links Um I’m going to put right in

01:56

the comments um bthree training link, and it is a free video um

02:03

that will. Go in and um literally show you how to do

02:09

this and you can go in and invite your team members as

02:12

well so um.

02:16

Let me just put that in here Oh I will put that in uh so this

02:20

is actually the website ur that the live or the recorded

02:25

version of the full version of what I’m going over to is gonna

02:27

be here. So I’m gonna put that in here in the show, notes real

02:31

quickly alright now that they’re in there. uh we’re

02:35

gonna dive into this live training so once again, if you

02:38

have any comments or questions around this uh please let me

02:40

know but what we’re gonna do is diving into the simple growth

02:43

workflow for auto service Autopilot Vthree ticket

02:46

feature.

02:49

Alright, so let me adjust my screens here and we will get

02:53

right into it. So new tickets and workflow, we’re gonna

02:58

streamline the lead flow creation um and if you haven’t

03:02

noticed the new tickets situate tickets um future function

03:07

inside service Autopilot. It has replaced um the old to do’s

03:11

and I’m gonna go in and show you how to take to dos if

03:13

you’re heavily relying on how to convert those into tickets

03:17

um with the same kind of workflow and function or

03:20

functionality and even more functionality um I really like

03:24

these tickets. it took me a little while to dive in and

03:26

understand them, but um after spending several hours of going

03:29

through in system. And streamlining the workflow. I’m

03:33

gonna share what took me a few hours to really dial in for the

03:35

simple growth team um and show you here in the next few

03:38

minutes so hold on and uh I’m gonna show you what we’ve got

03:43

so gonna give you a quick sneak peek at our workflow uh before

03:46

the training starts and then we’re gonna dive into the

03:48

training so traditionally I jump right into the training uh

03:51

here. I’m gonna give you a sneak peek of what the end

03:53

result could be so um before we get to that, we’re gonna go

03:59

into um the general overlook of tickets and workflows. so I’m

04:04

gonna hop in and grab my pointer. So I can uh use this

04:07

basically, but in vtwo or vthree tickets are going to

04:11

pretty much be the same way. There’s gonna be some different

04:13

lead entry points in different ways. Um we get to them, but

04:16

the functionality of the tickets are gonna be the same

04:19

on version two version three and our tickets are going to be

04:24

utilized for both clients and leads in the system. so the

04:28

four types of tickets that are available inside service

04:31

Autopilot right now after the last major update is emails and

04:35

  1. To look at the emails is um emails really don’t need to um

04:40

have anything done to them, but what they do is they actually

04:43

are closed out ticket and it’s visible in the activity screen.

04:47

Um we set those emails. It’s gonna create that close

04:50

tickets. We have a record of that uh email as a ticket. now

04:54

calls calls are gonna be used to document um basically a call

04:58

that you’ve made or voicemail so one of the thing that was

05:00

really big at Callahan’s lawn care to do is now transferring

05:04

over to tickets. Is if we made a call to a client um it wasn’t

05:08

documented or done unless it was documented. so we wanna go

05:12

in and called Missus Smith followed up on um an estimate

05:18

or missus Smith called and it was a damage case. There’s an

05:21

issue or we left the voicemail called Missus Smith left the

05:24

voicemail, so the things that we wanna look at is our emails.

05:27

We don’t have to do anything they are created into a close

05:30

ticket. um for that activity screen, it’s sorting down calls

05:34

are used to document calls or voicemails and the third type.

05:38

Is notes now these are used for anything that is not sent an

05:42

email or related to calls and voicemails. Now a sub category

05:48

of a note is a calendar event. That’s the fourth type. So I

05:53

think someone at service Autopilot might have been

05:55

rained that in their training uh really eloquently explain

05:59

that um the calendar, the notes is actually almost a folder in

06:03

the calendar event sits inside that folders. you can have

06:06

multiple things inside that folder. Um so calendars are

06:11

that sub item of the ticket use for non events that need to be

06:17

scheduled dispatched and completed in the next few

06:20

screens. I’m gonna break down an extremely high level. What

06:24

are the use case scenarios for all four of these types of

06:27

tickets and once again, if you have questions just let us know

06:29

and we’re happy to break that down for you. so the first type

06:33

of tickets here type one again is email sent um and they’re

06:37

gonna create that close ticket and the use case is um it’s a

06:40

viewable audit trail. Of emails sent on the client in lead

06:44

screen now type two is gonna be calls used to document calls

06:48

and voicemails. so the use case um is internal documentation.

06:52

Um if it did not happen, it did not happen unless it was

06:57

documented. So we wanna document everything that

06:59

happens and it’s it’s documented inside type number

07:02

two, which is calls now type number three are notes and

07:06

they’re used for anything that is not send an email or phone

07:10

call. Or voicemail so use cases non account specific notes,

07:14

which will be your internal notes and issue follow up. So

07:18

once again, we’re gonna show you later how to filter this

07:21

down on the activity screen and be able to see um certain

07:24

things that used to be in the client timeline and then type

07:27

number four is those calendar events the sub item of a ticket

07:31

for non billable time that needs to be scheduled

07:34

dispatched and completed so use cases are going to be going out

07:38

and doing estimates on site or if you’re assigning them to a

07:41

person in the office to do so, what happens should happen um

07:45

and it’s not have to be man. Babysit by the business owner,

07:48

but the ticket itself will manage the fact that these

07:51

estimates are signed with the deadline to get done quality

07:54

control Equipment Maintenance office has just to name a few,

07:57

but those are the big ticket items that I’m thinking inside

08:00

tickets that you’re gonna want to use in type four calendar

08:03

events, which are basically a sub calendar of type three

08:06

notes. Things that you wanna look at as you go in um under

08:12

the gear icon tickets which used to be to do is we wanna go

08:16

in and standardize your ticket type. So this is a great time

08:19

now going in to um the end qfour the beginning of Q. One a

08:25

lot of businesses at least in lawn care and landscaping are

08:27

starting to slow down. Maybe we’re getting in the snow

08:29

removal holiday uh season to come up for home cleaning

08:32

friends. but after that slows down this is a great time to

08:35

take a time and go in and just take a. An audit of what you

08:39

got in there under the gear icon tickets and start

08:42

standardize these tickets types so the three or the three to

08:46

six major ones that I’m looking at right now that you’re

08:48

probably gonna be looking at is an estimate, terminate service

08:51

schedule service, billing damage and accounting issues,

08:53

but whatever they are, let’s consolidate them down and

08:56

standardize before really diving into the new

08:58

functionality of tickets now, Where do we access the tickets

09:02

in Vtwo and vthree so um in the CRM header? Right here in vtwo

09:09

or vthree when you go in, we have the ability to to locate

09:14

tickets right there. so that’s gonna be in vtwo Vthree. Your

09:17

workflow is identical now where to access tickets in vthree. So

09:22

what we’re gonna be doing is once we’re in. we want to add a

09:26

filter in the left hand actions area um you’ll notice in a lot

09:30

of the vthree screens. Um most of your actions now have been

09:34

shifted and consolidated under filtered. Um and different

09:38

advance actions on the left-hand side, I really like

09:41

that uh workflow once you get used to it, It really um can

09:45

help save some time once you build those filters out and get

09:47

that set up so step one. Um you must apply a filter. So basic

09:54

filters for accountability and management so see these are

09:57

couple of the filters that I’m gonna recommend when you’re

10:00

back here to add a filter. we go out and build this out so

10:05

first thing you wanna look at is for current tickets. so

10:07

we’ve got ticket due dates. so those are pre-built filters you

10:11

can dive into and some of the settings you wanna do for those

10:14

filters is due date is equal to today’s date. Do this week is

10:20

less than or equal to the end of the week, and do this week

10:25

is less than or equal to the end of the month. So that’s

10:27

gonna start giving you that granule. That we had before um

10:31

and obviously as it continues to make some iterations of this

10:34

um this may change and we’ll update some of the videos but

10:36

II strongly feel that this feature here is gonna allow us

10:40

to go in and manage our current ticket system with

10:43

accountability for our team past two tickets next type of

10:47

filter ticket is do is past due is set to yes and that’s gonna

10:52

allow us to filter down to all those past two tickets and then

10:56

we’re gonna do open tickets um assignments. Or vendor and then

11:01

ticket types. Note, call calendar vent, email status and

11:06

audit trails So these are four different ticket types and

11:10

statuses filters. I would go in and dial into and once again as

11:14

you go in, it’s all set right here and once we have that we

11:17

have them now under the uh all save filters that either

11:20

service autopilot preloaded or the ones you’ve customized. So

11:23

this is all of that um CR m ticket screen on the left, but

11:28

once again first thing is we must apply the filters in. The

11:31

filters for that. Once the filter is created, we can

11:37

create a table view so we wanna go and edit that table and

11:40

that’s the screenshot right there. So first we add the

11:43

filter and we’re gonna edit the table. What that’s gonna do is

11:45

adjust the headers up here for certain things is take that

11:48

assignment due date last due date uh priority so we can do

11:53

is by clicking the edit table um that pops up this uh little

11:58

boxer and it allows us to um select the columns and reorder

12:02

the columns here that we want so by dragging drop these

12:05

little arrows. we can drive up and down and we can narrow into

12:09

what we want to see. Um on this table so depending on your

12:13

role, whether you’re a CSR, a customer service rep, a

12:16

salesperson, a manager uh an estimator. These are different

12:21

views and tables and filters that are gonna be appropriate

12:23

to that role. Uh you’re probably not gonna wanna see

12:26

everything at once now. The business owner may wanna jump

12:28

at a high level and see all this, but I think for your day

12:31

to day view you probably want to uh go in and set those

12:36

filters up appropriately once again, we can drag and drop the

12:39

roles and select. Columns or once you’re up here, there’s uh

12:42

the ability you can’t really see it in the screenshot. You

12:44

can drag and drop this as well here um to create that uh view

12:50

or create the table view and that create the tables in the

12:53

upper right hand corner right there and once again in the

12:57

show comments there uh there is a link to see the full training

13:00

that I’m doing here um free of charge. Obviously it’s a

13:03

certified adviser and you can invite your team members in as

13:06

well um unlimited access to that. Um it’s something we felt

13:10

as a certified adviser that we should be giving out to the

13:12

general public um and this training is not meant. Replace

13:15

service Autopilot training This is simply meant to build upon

13:19

um they’re excellent training from their great on boarding

13:21

and launch and support team um we’re building and on top of

13:25

that for a possible workflow to the features and functions that

13:29

they have sent several great videos on you. So if you

13:31

haven’t seen those I’d recommend watching their videos

13:33

as well um and this video or the full video from the link in

13:37

the comments of the show so vtwo vthree ticket creation in

13:42

the top header now um everybody. The green uh little

13:46

plus care the quick ad um if you scroll down, we can add a

13:51

ticket um and that’s how we get to that as well. So you’ve got

13:54

um the upper left here on our cm tickets or the upper right,

13:58

so we have different ways to get in and add an actual ticket

14:01

or get to the tickets now in vthree our creation of the

14:07

ticket. once you hit the green icon. uh we’re gonna go over to

14:10

that actions area again. So once again, that’s a central

14:12

place where we’re clicking into and we’re gonna go in and add.

14:16

Ticket and this pops up here so this uh body or structure of

14:21

the vthree ticket creation is almost identical in Vtwo and

14:25

what I’m gonna do is hop in the vtwo in a few minutes and show

14:28

you what that looks like but the idea here is we get to take

14:31

a look at whether it’s a note or a call and you remember from

14:34

the four types of tickets we’ve talked about the email

14:37

automatically happens so that is not on the screen cuz that

14:40

email becomes a close ticket. A note is going in for those

14:45

things that are not particular to the call. so the call is

14:48

gonna be the voicemail or call the note is everything else

14:51

now. Inside that note, once we’ve create this, we’ll dive

14:54

in a little bit deeper in a minute once we create that

14:57

note, a sub category or folder of that can become that on site

15:03

or scheduled to do which is now called a ticket calendar event

15:08

um very important to take a look at that and understand

15:10

that because now some of the verbiage has changed, but the

15:14

methodology is really the same. But once you dive into it, I

15:17

think that once you get used to it, you’re really gonna like

15:19

the idea of that folder. Idea because you can start doing um

15:23

emails and estimates and damage cases out of that whole folder

15:26

and you got one central place to hold all the communication

15:29

so um really like that feature now if you’re not gonna tackle

15:34

vtwo and you’re sticking to vthree or if you’re not doing

15:37

vthree. but you’re sticking to vtwo right now, which a lot of

15:40

companies are um we are going in and under the upper right

15:44

hand corner, the more area we’re going in and add a note

15:48

or call so very similar in vthree, we’re going in adding a

15:53

ticket the two types of a ticket. Note and call so in

15:56

vtwo we’re going to the more area and adding a note or call

16:02

and it is from the lead or client’s screen under the more

16:05

tabs that’s a central area. Once again we can get to that.

16:09

now what pops up is right here is add a ticket. so we’ve got

16:12

note and call this is um the UI the user interface the way this

16:16

looks is very similar to the existing part of Vtwo um so it

16:22

doesn’t look like vthree so everybody’s used. This look um

16:26

so if you’re staying in Vtwo, don’t worry the part, adding a

16:29

ticket looks very similar, but we’ve got the counter lead the

16:32

uh the category of the subject to buy and the status um same

16:36

exact information you get here in Vthree with the

16:39

functionality of Vtwo. so either way is a great option in

16:42

my opinion now, Vthree filters to see the filters so when

16:47

we’re in Vthree and I’m gonna show you in vtwo. How do we

16:51

filter down and see uh what we had so I know there was a lot

16:54

of concerns when the update first came out that people

16:57

couldn’t see certain things. They saw too much um, but

17:00

obviously after watching the service, Autopilot training

17:02

videos on this, it made a lot of sense to me and we had a

17:05

great understanding. so I wanna hit on this because depending

17:08

on your role in the business once again, whether you’re the

17:10

business owner ACs salesperson estimator, there’s certain

17:14

things in your daily activity, feed or basic timeline. Um if

17:19

you’re talking vtwo language um that’s been converted now that

17:23

activity stream you probably don’t want to see everything um

17:27

  1. In my office and handles transactions, AR accounts

17:30

payable, she’s gonna be looking more in this area where

17:34

estimates tickets and to do’s and simple growth. Dylan or

17:37

Kevin are gonna be playing in that area. Those are the things

17:39

they’re worried about on a daily basis. so you wanna go

17:42

down and filter this down to um your role and what you’re

17:46

looking at um but right here under all history, go in and

17:51

click the appropriate areas that you wanna see here in that

17:54

activity feed now that’s vthree now vtwo filters very similar

17:58

um and Admitted the page header here um we have the ability for

18:04

all history um some transactions estimates um but

18:07

if we wanna filter down what we wanna see, we can go into

18:10

tickets and put um all the different types of tickets that

18:15

are here um emails calls past events. so there’s certain

18:19

things you wanna see in here. Uh you’ve got the ability to

18:23

dial right in Vtwo as well as vthree to that view. um so I

18:28

think that’s a great uh feature there as well. Um a lot of

18:31

people are unaware of that in the beginning, but now that

18:33

people are starting to get used to it. Those are the things you

18:35

wanna dial into to have that granule. In the system.

18:43

So as we continue next thing is we wanna assign a ticket to a

18:47

team member for a calendar dispatch events So once again

18:50

that’s a sub category of a note and we want to add an event and

18:55

event is going to be one of those non billable scheduled

18:59

events. We’re gonna dispatch. we’re gonna do it. We’re gonna

19:01

close it out. so what we’re gonna do is uh on the left hand

19:06

side. Once we have the uh the original uh ticket there is

19:11

we’re gonna go in and add an event and assign it to.

19:16

Dispatched um sorry about the typo there, but um just caught

19:19

that but next thing we’re gonna be doing here is on the left

19:22

hand side. We’ve got ticket details and we wanna hit edit

19:27

first. We’re gonna hit edit and it’s gonna pop in ticket

19:30

details and related items. So this is if you’re going in

19:32

sequential order, you’re gonna hit added events this right

19:37

here is we’re going into edit first thing. We’re talking is

19:41

the ticket details so the category the account vendors

19:44

you’re gonna sign this to a vendor as well. The assignment.

19:49

The due date we need to apply that due date now, the next

19:52

thing is when we’re under that Edit tab. We’ve taken care of

19:56

ticket details now we’re doing related items. so this is like

20:00

the analogy of that folder that um essays great training team.

20:04

we’ve been talking about so I feel like this is a good spot

20:07

to kind of expose where that is, but now we can link

20:09

additional tickets and kinda consolidate. We can link

20:12

estimates to this ticket um and we can link jobs. So now we’ve

20:16

got kind of everything we need to look at All-in-one related

20:19

folder Um so that is the advanced um. Features of

20:23

tickets that I really like. Now calendar events um after the

20:28

ticket is created, we wanna click on advance actions and

20:31

then calendar event. so we go in and click on the ticket. We

20:36

open that up and then this is where the body is. We’re gonna

20:40

click a follow up event and click right in here um now if

20:44

we click on the date, this is probably the first and more

20:48

streamlined option because whatever we write in the ticket

20:53

here is gonna go in to the actual. Event now if you need

20:57

different things in both areas we uh we just check this but we

21:01

don’t click the date um and I’ll show you how to do that.

21:04

but in the streamline option that I’m recommending for most

21:06

of the time we’re going to click um the follow up date and

21:10

what happens there is all the information that was in there

21:14

before um siding damage and example, comes up and uh back

21:20

left corner siding damage was here. In addition, it’s a sign

21:23

here and we have the account um and then we can go. And set an

21:27

appointment time or anytime on that date, with the start and

21:30

end date, which will be our due date. So um the idea is if I

21:34

circle back here we click this here on the bottom. It

21:37

automatically populates all of this so any of that double

21:40

entry uh that you may be concerned about is alleviated

21:43

in that step a calendar event option Number two is more of a

21:47

manual process if you have to change certain things inside

21:50

that event. so instead of if I back this up instead of.

21:56

Clicking the gate We just check here this is what’s gonna be

22:02

happening so we’re gonna have to go in and we edit the event

22:05

we click in to advance actions and then we can manually fill

22:10

in um the assigned accounts in any of the information in the

22:15

body um but it still gives you the same ability for

22:17

appointment time or anytime with start and end date so two

22:21

different options. I recommend the first option for most um

22:24

workflows option number. Two is probably the exception, but you

22:28

may need to use that uh occasionally so I wanted to

22:30

break that down for you. Uh ticket confirmation under user

22:35

roles and rights, so this area used to be um to do’s it has

22:40

been automatically updated to uh ticket access. so all the

22:45

user roles and rights should have rolled over. but the fact

22:48

that we’re going into a new part of the system, there’s

22:50

some more advanced capabilities. I would highly

22:53

recommend as you’re starting to get ready for 2021. do a quick

22:56

assessment of your user roles and rights and what they have

23:00

access to and make sure that they have the appropriate

23:04

access to vthree tickets, but not too many of them. Um and

23:08

that is going to be under the gear icon user roles and rights

23:11

you dial into the role or write um right here. We’re under a

23:14

certified adviser for myself and it’s the second tab here of

23:18

cm ticket access and that’s how you’re gonna define those roles

23:22

from the top down for each role and as an added benefit. um

23:28

like I said. If you wanna see the full version of this

23:31

training, click the uh link for a free uh link to the full

23:36

video that we’ve done on a webinar a few weeks ago for

23:38

simple growth as a certified adviser and you can invite your

23:40

team members in as well as many as you want um. As an added

23:44

benefit for watching us here on the live or recorded Facebook

23:47

um video here for the essay weekly talk show uh we’re gonna

23:51

show you one way to streamline your vthree lead intake with

23:56

absolutely no double entry. So first thing we wanna do is go

24:04

in to the plus icon and hit add an account now. this is in

24:09

vthree, not vtwo. And we’re gonna go in and add a lead, not

24:16

a client and we put the name on the invoice and I’m gonna show

24:19

you live in a second here in service Autopilot. How this

24:22

works um and then what I’m gonna recommend is if you

24:25

download this free form of the marketplace and I’ll show you

24:28

how to get in there and get it uh free of charge. We’d fill

24:31

out a form and what this is um and I’ll show you the live

24:34

version in a second. This form is to alleviate um any double

24:39

entry or any workflow issues. but the idea here is we’ve

24:42

created a phone intake form that is gonna be standardized

24:45

for your. Assistant or your Internal office so what should

24:50

happen each and every time and they’re hitting all the key

24:53

points of in taking a lead, someone new coming into your

24:57

service Autopilot account for estimates or other things they

25:00

may be looking for, but we would go in and take the uh

25:03

simple growth, phone intake form and all the main

25:07

information as far as first name and load in and then you

25:10

can work the screen and all a systematic way and enter in all

25:14

their information. so as we’re going in. Um or getting their

25:18

cellphone, How did you hear about estimate request for

25:21

special instructions in office knows um and I’m gonna hop into

25:24

essay really quickly to show you what this looks like live

25:27

and where to find this free uh vthree intake form that we have

25:31

built out here. so the first thing we wanna do is I’m gonna

25:34

go into cm clients to force the system over to the vthree, um

25:44

instance, so what we would do is go in an account. Right here

25:49

and what the um I guess The temptation will be at least

25:55

after working with hundreds and hundreds of service Autopilot

25:58

users and uh my internal office here is when you go in and hit

26:02

add an account. it is going to uh give you the temptation to

26:08

go into the client intake and not the lead intake because

26:13

there is a little more information in there

26:15

refreshment browser here. I think the internet hang up on

26:17

me um but basically when we. In and do that it is going to uh

26:23

give us the ability to add that account and when we add the

26:27

account, we’re gonna go to the lead area, not the account area

26:31

um and this has been sitting here all day. so I may have

26:33

been logged out of this account so let me. Hop in here and log

26:39

back in the service Autopilot cuz I think this is pretty

26:41

important for everybody watching this that you’re gonna

26:44

wanna be able to see um going in and adding that vthree uh

26:51

lead and this is a streamline workflow. I recommend once

26:53

again we have a free um form on the service, Autopilot

26:58

marketplace for everybody. um when you go into the quick ad

27:02

and we add in that account. and when that account comes up,

27:06

we’re gonna go in and. Got the option it defaults to client

27:10

where you enter in all their information First name Last

27:13

name display name What I’m gonna recommend Is you really

27:15

need to go to the lead intake um and it gives you three

27:18

options here. so what I’m gonna recommend is um potentially

27:22

going in if you want the free uh form that we’re getting off

27:25

the marketplace to be able to use this form to streamline

27:27

this all on one page um but the temptation to add a client is

27:31

probably not a good move in my opinion because we really wanna

27:34

segment our database so leads and clients to be able to have

27:36

differentiation whether they’re in the client life cycle and be

27:39

able to track the conversion from a lead to a client. so

27:41

those are things that you’re gonna want in the reporting so

27:44

I’m gonna. Is when you go in here, we’re just gonna grab

27:46

their first name. It’s a conversation. They call our

27:48

office and like Hey Mike perfect uh looks like you want

27:52

an estimate so have you ever talked to us before are you in

27:54

our system? Nope never talk to you guys before so that

27:57

automatically transfers over what we’re gonna do is just

27:59

literally fill out a form and we’re gonna take the uh vthree

28:04

the simple growth uh phone intake form and I believe this

28:09

one is it and just make sure here cuz we got a couple

28:12

different versions of it and I think this is it here. So what

28:16

we’re gonna do then is take first name last name. so we’re

28:22

just gonna continue to work that form here and we’ve got

28:28

first name last name. Okay, Missus Smith or Mike. What’s

28:31

your service address? We’ll pull that in okay. Perfect is

28:34

the billing address the same as a service address. Yes, it is

28:37

or no. It isn’t. okay. How did you hear about us? What’s your

28:40

cellphone? So we’re gonna basically create a phone intake

28:43

here that you guys can customize. but the idea is

28:45

we’re working that phone intake. We’re standardize it

28:48

for the virtual assistant or uh your internal office and this.

28:51

Is gonna be tied right back into your lead source tracking

28:54

So that’s one thing. I really love about vthree because if

28:56

you already have a lead source, it’s going to populate on here

29:00

so you don’t override it. but these are things we should be

29:02

asking for special instructions office notes and what we would

29:09

do is go in and hit next and it would populate everything else

29:13

here in the billing address. and then we’re going to submit

29:15

that and once we’ve done that and that refreshes all the

29:19

information populate. It’s right here on the client

29:22

record. um no double entry and everything is there so um that

29:27

is one great tool that you can uh download free of the

29:31

marketplace. If you’ve never been to the marketplace. uh we

29:34

go up here to little Avatar and hit marketplace and like I

29:38

said. This is a free download from simple growth as a

29:41

certified adviser and uh just put in here Vthree and it

29:49

should be right. Sg Phone intake form and you go and you

29:54

hit view and you can get the free download code um so that

29:58

is a great way of tackling that here and you can click to get

30:02

the free download code or view it and click there to get the

30:06

download code. so this is something that uh looks like

30:10

about 63 people have already utilized got some great

30:13

feedback on that um and if uh that is something of interest

30:19

free. Hr to streamline your workflow. Um you can also go to

30:22

Vthree Tickets.com and that will give you the information

30:26

about that free form and how to get that off the marketplace

30:29

with the download code. so come to questions uh feel free to

30:33

drop them down on the live or recorded version, but um essay

30:37

weekly talk show trying to go out and um help the essay

30:41

community through business practices through interviews

30:44

and um different certified advisers, including myself

30:48

coming out to help teach workflow and features some. And

30:51

service Autopilot so comments or questions drop them below.

30:54

Otherwise we’ll see you again next week on the essay. Weekly

30:57

Talk Show uh 1 PM eastern 12 PM Central and uh special guest uh

31:04

Baron uh in the cleaning industry. Uh we had to

31:08

reschedule due to some tribal conflicts um for today but she

31:10

will be with us next week. so we’ll see you again. weekly

31:13

Talk Show 1 PM eastern 12 PM Central right here on the

31:18

Service Auto page page Mike Callahan from. As a certified

31:21

adviser, uh wishing everybody a great weekend.

31:27

If you like the show you might wanna check out our resources

31:30

at www dot start simple growth.com While you’re there

31:35

enter to win an estimator chatbot Mike Callahan is

31:39

available for private coaching.