Video Transcript

00:00
Back to Callahan’s corner,
00:02
where you ask a questions and
00:04
chadwick and myself answered
00:05
live right here on Facebook so
00:07
um if you haven’t seen him or
00:09
met him before Chadwick reigns
00:11
of the simple growth team, uh
00:14
one of the masterminds of
00:15
basically fourteen team members
00:17
on the team behind the scenes
00:18
so um if you haven’t started to
00:21
see the simple team far as uh,
00:23
Dylan Chad Jen myself, um we’re
00:25
gonna start to expose the bench
00:27
that we have built and show you
00:28
why the simple. Not just Mike
00:31
behind the camera answering
00:33
questions but at full built
00:34
service system to go out and
00:36
help you outline outgrow and
00:38
out build your competitors
00:39
coming here in the twenty-one
00:41
season so without any further
00:43
delay, I pop the screen out
00:45
here in a minute for Chad do
00:46
pop into this, but one of the
00:47
pre submitted questions by
00:48
urban was he wanted to know
00:50
specifically inside service
00:52
Autopilot. How do we set up a
00:54
package and not show a grand
00:56
total? So Chad’s gonna break
00:57
down the different options of
00:58
weight is to present. The
01:01
totals of a package now a
01:02
package job is simply um some
01:05
normal services compiled into a
01:07
job that we put into basically
01:09
a pseudo waiting list, so it
01:11
doesn’t have to be done today,
01:12
but it has to be done maybe
01:13
sometime this week and this can
01:14
be scheduled out throughout a
01:17
12 month period. They can be
01:18
set up to auto renew some of
01:19
the things we’re not gonna get
01:20
into, but just give you a
01:21
high-level idea of where these
01:22
at now now question was around
01:24
fertilization weed control
01:25
other areas this may apply for
01:27
a package job is a better. Bush
01:29
job or landscape maintenance uh
01:32
pruning packages and one of our
01:33
favorites right now before the
01:35
holiday season is holiday
01:37
lights. Yes, that is probably
01:39
the expert opinion of the
01:40
simple routine. how to utilize
01:41
packages for holiday lights. so
01:43
we’re gonna be diving in
01:45
showing you how to do discounts
01:46
um so fast seat belts. get
01:48
ready. Chad’s gonna take the
01:49
wheel here um but I’m just
01:51
excited to be exposing the rest
01:53
of the world to the super team
01:55
and how what we do is different
01:57
than pretty much anybody else.
01:59
Inside the service, Autopilot
02:00
ecosystem how we go out and set
02:03
things up. We give you a
02:04
blueprint. we test them aim. We
02:07
implement them and we’re not
02:08
just talking about features and
02:08
function here folks. We’re
02:11
talking about workflow from
02:12
lead acquisition through
02:13
billing and fulfillment and
02:15
everything else in between
02:16
these are things that have been
02:17
learned by at least three or
02:19
four of the people on the civil
02:21
team um that have either owned
02:24
or worked in seven figure plus
02:26
businesses. so we don’t just
02:27
talk about it but we. Live uh
02:30
Chad was an integral part of a
02:31
seven-figure business um in the
02:33
inner workings of the office,
02:34
myself and Dylan both of
02:36
seven-figure businesses. That’s
02:37
what we’re bringing to the
02:38
table and that’s what we’re
02:39
gonna be talking about in this
02:41
video and any of the other
02:43
episodes of Callahan’s corners
02:44
or the essay weekly talk show
02:46
so Chad without any further
02:48
delay brother um little long
02:50
winded today, but I do have to
02:51
pick those kids up sometime
02:53
this afternoon so we’re gonna
02:54
pop this open and uh I’m
02:57
sending it over to you. Brother
02:58
Okay. So hi. Chad Reigns here
03:00
just to make sure Mike Can you
03:02
see my screen right now? I can
03:04
see it perfect already so as we
03:07
can see we’re on the Chad
03:09
Reigns testing Lane here in
03:11
Denver, North Carolina. so the
03:13
first part of how you’re going
03:14
to be setting up your packages.
03:16
of course, you’ve built your
03:17
package, but now you want to uh
03:19
move on to estimating it. so
03:21
we’re gonna go ahead and we’re
03:23
gonna click on. Add an estimate
03:24
This is going to pop up our
03:26
template now if you are using
03:28
this. Adjusted workflow you’d
03:31
already have under templates,
03:32
you would be able to select one
03:33
of your templates and you’d
03:35
pull open uh whichever template
03:37
has your packages on it Uh just
03:39
full Disclosure. Mike and I
03:41
both recommend that what you
03:42
should do is have um two
03:45
different options. The first
03:47
should be a template um which
03:50
possesses your package without
03:51
any discounts applied to it and
03:53
the second would be um the
03:55
package with the discount
03:56
applied that way you’re not
03:57
having to add the same discount
03:59
every single time you’re just
04:00
pulling open the template,
04:01
which is appropriate to the
04:03
package you’re attempting to
04:04
estimate. Um you don’t have to
04:07
do that. Of course, you can
04:08
apply the template um and then
04:11
apply the discounts afterwards
04:13
entirely depends on you, but if
04:14
you wanna save yourself time
04:15
and if you’re presenting the
04:17
same discount over and over
04:18
again, um that could be a first
04:20
time discount veterans um it
04:22
could be any kind of particular
04:24
sale that you run throughout
04:25
the year anytime you have
04:26
something that you’re going to
04:29
be um doing the same discount
04:31
repeatedly just go ahead and
04:33
apply that to the template
04:34
ahead of time. but. We’re not
04:36
gonna do that. We’re just going
04:37
to assume that we don’t have a
04:38
template for this particular
04:40
package. What do we do so we’re
04:41
gonna go down here. We’re gonna
04:43
click on this ad item. We’re
04:45
gonna choose package and uh
04:46
we’re just gonna go ahead and
04:47
we’re gonna choose Chad’s test
04:48
package uh now as or did ask uh
04:51
this could be lawn
04:53
fertilization and you could
04:53
have seven you could have
04:55
fourteen um of these different
04:57
services. Ultimately it’s not
04:59
going to impact what we’re
05:01
about to do so we applied our
05:04
packages as you can see we have
05:06
two different uh services
05:07
inside of this package. They
05:09
have their own dates, but
05:10
you’ll notice right here. This
05:12
little printer icon, and it has
05:13
a green check mark on it right
05:15
now, that’s because by default
05:17
in our estimate settings, we’ve
05:19
told service Autopilot that all
05:21
of our packages should display
05:24
on our estimates. I’m gonna
05:27
show you in just a moment where
05:28
to find that particular
05:29
location and how to manipulate
05:32
it on a global level, But for
05:33
right now, we’re gonna take it
05:34
all the way down into uh just a
05:37
pure estimate level so so uh
05:39
I’m understanding right, so
05:40
there’s two different ways to
05:41
tackle this and you’re gonna
05:42
break both of them down one is
05:43
on the particular estimate for
05:45
this particular client client
05:46
and this and there’s a. Setting
05:49
I’m assuming somewhere under
05:50
that gear icon that you’re
05:51
gonna dive into as well so
05:53
folks. if you’re watching this
05:54
Chad is gonna show us how to
05:55
handle on a one-off basis and
05:57
how to set it and forget it um
05:58
and then if you need to
06:00
override that you can so Chad
06:01
just wanna break that down some
06:02
clarity because the folks
06:03
haven’t seen this and they’re
06:05
getting ready for next year Um
06:06
each business is different and
06:08
we’ve seen and worked with
06:09
businesses that operate fully
06:10
different um ways and parts of
06:12
the country and when you go out
06:14
to look at this, it’s not a one
06:16
size fits all so I’m really
06:17
glad you broke down the
06:18
differences between that. So
06:19
take the wheel. Brother. Yeah,
06:20
well, absolutely and. As you
06:22
say one off, I think that’s a
06:23
great phrase for this because
06:25
even if you change the global
06:27
setting, you can still override
06:28
it on an individual level
06:30
without it dictating how
06:32
everything else in your
06:33
instance of service Autopilot
06:35
operates so it’s super useful.
06:38
um so right here a little gear
06:39
icon. I’m sorry uh a little
06:41
printer icon. We’re gonna click
06:42
on it and this is the package
06:44
print setting screen um so
06:45
right now it’s asking if you
06:47
wanna print the items if you
06:49
only wanted the um. Top so
06:52
right now it it would say test
06:53
package if that’s all you
06:55
wanted to display to your
06:56
client and you don’t want the
06:58
services broken out underneath
07:00
it then you would
07:03
select that option. That’s not
07:04
what we’re talking about today.
07:05
So we’re not gonna do that but
07:06
uh that’s that’s what happened.
07:08
The first apply our little uh
07:10
printer icon loses a green
07:12
check mark kinda fades away so
07:13
if on your screen, you’re
07:16
seeing this uh muted printer
07:17
icon and that’s because it’s
07:20
not been enabled. so we turn it
07:21
on so our global setting right
07:22
now is that both a package
07:24
total and the item total are
07:26
displaying. So um if we save
07:29
our estimate and we go ahead
07:31
and we preview I’m sorry first,
07:33
we have to choose an estimate
07:35
document so we’re gonna choose
07:37
Dylan’s document real quick. So
07:39
now we’re gonna click on the
07:42
preview button. No, we’re not
07:43
there We go. We’re gonna quote
07:46
then we’re gonna click on it
07:47
and no we don’t wanna change
07:49
the stage.
07:52
So the Pdf that’s being
07:53
generated right now um is based
07:56
off of the Dylan’s test. It’s
07:57
going to be pulling in all of
07:59
the information based on the
08:01
estimate grid that we’ve
08:03
selected for that document I
08:04
forgot to select the document
08:07
cuz I’m so used to using
08:09
templates so whenever you’re
08:10
setting a template up, you do
08:11
have the power to assign an
08:13
estimate document to it
08:14
automatically and by applying
08:17
that document um it allows you
08:19
to completely set it and forget
08:20
it so to speak um so I do
08:22
apologize for that oversight.
08:24
That was uh a force of habit on
08:25
my. Facebook Facebook Live
08:28
buddy What can go wrong will go
08:30
wrong in multiple? so I
08:31
appreciate uh I appreciate that
08:33
and if you’re watching this um
08:34
I mean you’re looking at the
08:35
expert of the experts. These
08:36
things do happen so um you know
08:38
you need to go out and first
08:40
draft better than no draft and
08:41
continue to refine that
08:42
process. So don’t feel like the
08:43
system is overwhelming. We’re
08:44
here at Callahan’s corner to
08:46
answer those questions so feel
08:47
free to drop in the live
08:48
comments and check what I’ve
08:49
actually done as an added bonus
08:50
or anybody watching this live
08:51
recording you can click the
08:52
link in the comments to get a
08:53
free Thirty-minute software
08:54
business audit as well. Okay
08:56
And we’ll explore some of these
08:57
areas in your business. Maybe
08:58
there’s weaknesses or gaps Um
09:00
what is your software look like
09:01
100% up um, especially if it is
09:04
service autopilot. We can show
09:05
you exactly what needs to be
09:06
set up for 100% success this
09:08
year. Yup. perfect uh yeah so
09:11
um as you can see right here as
09:13
mentioned this proves to show
09:16
both the total as well as the
09:18
per service um I would never
09:21
use this option reason I would
09:24
never use it is to fold one
09:25
personally. The company I used
09:28
to work for would send out
09:31
packages with this information
09:31
we would always be asked. wait
09:33
a second, it’s gonna be $40.
09:37
No. it’s not $40. It’s just
09:39
twenty. It’s ten per service.
09:40
Okay. Well, Why is the top
09:41
line? Do I have to pay you
09:43
upfront for no. That’s not how
09:45
it works. um it’ll it just it
09:47
caused that confusion so I
09:49
would never suggest using uh
09:51
package total and line items
09:54
There are reasons why you might
09:57
want to do that if you do just
09:59
my advice right here this
10:00
description location. uh please
10:01
make it explicit. To your
10:03
client that hey uh this service
10:07
is I’m sorry this uh amount is
10:11
the total and we’ve broken out
10:13
with each round is the other
10:15
reason I wouldn’t do it is
10:17
whenever you start to list out
10:18
the prices, especially if you
10:20
have a difference in price
10:21
between your rounds, you’re
10:23
liable to have someone say wow.
10:25
It’s gonna be $140 for the pre
10:27
immersion right before the
10:30
receding you know I’ve I get
10:32
that we have to do a bigger
10:33
dose because if we’re gonna go
10:34
longer without cuz we have to
10:36
let it Peter out before we do.
10:37
Receding but uh I’ll just pass
10:40
on that one service well, no I
10:42
no that’s not how it works um
10:45
so I would just hazard against
10:48
that. So what are our options?
10:51
Well? we have a number of
10:52
options um whenever we click
10:55
down here, we do have the power
10:56
to go ahead and we can say I
10:57
don’t want to package total and
10:59
light item. Instead, I only
11:00
want the package item totals
11:03
only so this is going to only
11:05
provide the $10 per service um
11:07
that way they can see. How many
11:09
brands are included, and it’s
11:10
also going to tell them how
11:11
much they’re going to be paying
11:13
each time that you come out. I
11:14
think that’s probably your best
11:16
bet um finally also have
11:18
package total only this is the
11:21
default setting whenever you
11:22
first tag on print items. Um
11:24
this is where only the Chad’s
11:26
test package is gonna have that
11:28
line item uh with that
11:30
information at the top so they
11:31
know it’ll be $40 or I’m saying
11:34
this case $20 uh for both of
11:35
the services that we’re
11:36
offering. So we’re gonna go
11:41
ahead and save that alright.
11:43
Here’s our gear icon and we’re
11:45
just gonna go ahead and do a
11:47
quick little bit of wizardry.
11:49
so we’re in our settings and
11:51
we’re gonna type in estimate.
11:52
it’s gonna pull up our estimate
11:54
settings right here now inside
11:55
of settings we have print
11:58
package items now if you’ve
12:00
never been in this particular
12:01
area when you come in, you
12:03
actually might see that it
12:06
looks like this. so you don’t
12:07
don’t say that usually happens
12:09
with service Autopilot. There
12:10
is different thing kinda hiding
12:12
behind the scenes so um it’s
12:14
who will know what are the
12:15
things on our about fifty step
12:16
check with. When we set service
12:19
autopilot up as a certified
12:20
adviser, if this is one of the
12:22
main things that we actually go
12:23
in um because if you’re setting
12:26
this up, it does not go back
12:27
retroactively for most
12:29
scenarios. so we need to set
12:31
this up first before we set
12:32
everything else up. so um a lot
12:34
of people and we’ve done. I
12:35
think we’re 1516 almost
12:37
seventeen essay setups last
12:39
week and this week uh just
12:40
doing this setting services
12:42
upsetting the templates up
12:43
setting the different features
12:45
up for service Autopilot users
12:46
um. So it’s at this point,
12:49
we’re doing this more than once
12:51
a day um, but there is a set
12:52
process you need so I’m glad
12:54
you you mentioned that this is
12:55
one of the stats cuz uh this is
12:57
an important step if you’re
12:58
doing it yourself or you’re
12:59
hiring a professional such as
13:01
simple growth that you wanna
13:01
make sure they know what
13:02
they’re doing in the right
13:04
order uh especially when it
13:05
comes to templates as you
13:06
mentioned templates are not
13:07
retroactive. so any changes we
13:09
make right here to the print
13:10
package items any existing
13:12
packages that you have already
13:14
put on an estimate template
13:15
will not. Changed so before you
13:19
make your templates, make sure
13:20
that you have your settings set
13:22
the way you want. um I describe
13:25
DS templates as time capsules,
13:26
they’re gonna encapsulate the
13:28
settings when you press save
13:30
after that or before that point
13:32
doesn’t matter is that the time
13:33
that you press save that those
13:34
settings are saved um so we
13:37
have our print package items.
13:38
We’re just gonna go ahead and
13:39
click that back open so as I’ve
13:41
mentioned before um we had said
13:43
I to package total and item
13:45
total. so we’re gonna go ahead
13:46
and. Select the second option
13:49
Our package item total only now
13:51
as soon as we press save, It’s
13:52
gonna kick me out cuz it’s
13:54
saved or back so if we wanted
13:56
to return, we just type in
13:58
again we go to settings as we
14:01
can confirm our package item.
14:02
Total only is where we’re at
14:06
perfect awesome. Now we go back
14:09
over to our estimate. We’re
14:10
gonna refresh this entire page
14:13
now we’re gonna go ahead and
14:13
we’re gonna open up uh estimate
14:16
2000. 2018.
14:21
Already so, as we know, we’re
14:22
gonna go ahead and check our
14:23
printer icon. We have changed
14:25
it to package item total only
14:27
and uh we’re gonna go ahead and
14:29
press preview and once again,
14:31
we’re not gonna change our
14:32
stage so one of the questions
14:34
that we get well. Gosh II don’t
14:37
have time to give trivia um
14:39
alright so as you can see now
14:41
uh where once it said twenty at
14:43
the top of the the right hand
14:44
corner mount now that’s
14:46
missing. Uh we only have the
14:48
information concerning um each.
14:51
Item um, and then, of course,
14:53
we could do the exact same
14:54
thing for uh total only same
14:57
issue but this uh doesn’t solve
15:00
the question that or posed,
15:03
which is how do I display
15:07
discounts for each of the
15:11
services inside of a package.
15:12
So this is a two-step process.
15:14
First off we can go through and
15:16
obviously uh to apply a
15:17
discount to any service and
15:19
service autopilot, be a package
15:21
or uh individual. We’re always
15:23
gonna be clicking on our
15:24
percent sign that’s gonna allow
15:26
us to select your discount.
15:27
We’re gonna go ahead and choose
15:28
our test discount of 1% cuz we
15:32
really we’re offering that big
15:33
discount for a package um and
15:35
so we’re gonna go ahead and
15:37
apply to both but in an orbit
15:39
question in question, you could
15:40
apply it just to one if it’s
15:42
particularly discounted just on
15:43
their first service. so it
15:44
gives you the granular back and
15:45
forth as well. I believe that
15:47
absolutely correct so thank you
15:48
for reminding me. we’re gonna
15:49
go ahead and delete it off of
15:51
the second week so now only.
15:53
Percent Sign for the first week
15:55
is green. That means that’s the
15:57
only one that has a discount
15:57
applied So now we’re gonna
16:00
press save but if I were to
16:02
press preview right now and now
16:05
we don’t wanna send it um we’re
16:08
we’re gonna have a problem. Is
16:11
right now it doesn’t display
16:12
that there is a discount It’s
16:14
only showing the discount of
16:15
the amount which is great. It
16:17
shows that hey, you’re saving
16:19
10¢ excuse me, but it doesn’t
16:21
actually provide you with any
16:23
information about uh why and it
16:24
doesn’t prevent you any
16:26
information about um what the
16:28
percent of that discount was so
16:30
what we’re gonna do instead is
16:31
we’re gonna go up here. You’ll
16:33
see there’s this show discounts
16:34
show discounts in the grid. We
16:37
turn that on and we go up here
16:38
and press preview.
16:43
And now suddenly we have our
16:48
discount line item and so if we
16:50
had gone in there and we had
16:51
changed what the discount
16:52
reads, then now they would have
16:54
an understanding of why there
16:55
is a discount but inside of
16:58
this package inside of uh the
17:02
estimate we have displayed the
17:04
discount uh just for that first
17:06
service and again if we had
17:08
applied it to both you would
17:09
see discount minus 10¢ for both
17:11
of these um and you can also
17:13
mix and match if you have
17:14
different discounts that you’re
17:15
applying, let’s say that you
17:16
have. Inside of your company,
17:19
you have a first time clean or
17:21
I’m sorry a first-time cut and
17:22
you also have a veterans that
17:25
you could have three different
17:27
discounts right, you could have
17:27
first time cut veterans within
17:28
the first time veterans cut and
17:30
then if you needed to apply uh
17:32
those different discounts to a
17:33
package, you can still mix and
17:35
match them so you you aren’t
17:37
required to set all of them to
17:39
the same discount and you’re
17:40
also not required to set a
17:42
discount for all of them. I
17:43
mean, as you can see it doesn’t
17:45
say discount zero under each
17:46
one of these. It’s not saying
17:48
well, we’re not gonna give you
17:49
a discount for the other stuff.
17:51
It’s just the first time it’s
17:52
only gonna present it where the
17:54
discount is present um and
17:56
that’s that’s really it’s not
17:58
it’s not super complex. Uh
17:59
there are a lot of moving
18:01
parts. you have to have your
18:02
discount set you have to have
18:03
your package set up you need to
18:05
have uh your estimate document
18:07
prepared already and then, of
18:08
course on your template. uh you
18:10
do have to make sure that uh
18:13
you’ve selected the correct
18:15
package print setting um and We
18:17
suggest that you first go to
18:19
your settings and make a global
18:21
option uh that way you’re not
18:23
having to make this change
18:24
every single time you wanna
18:25
send out a package but end
18:27
result, I think is still pretty
18:30
direct um lots of little moving
18:32
parts, but once you have all
18:33
your ducks in a row, uh
18:35
everything works exactly as you
18:37
would expect uh one last word
18:39
of caution on this particular
18:41
subject you might be tempted to
18:43
click the show Discounts button
18:45
right here to default it. I’m
18:46
gonna suggest you don’t. Do
18:49
That um I think there was a bug
18:52
they may have fixed it since I
18:54
haven’t tested in a while, but
18:56
there was a bug where it would
18:57
show a discount zero for every
19:00
single service you ever
19:00
selected ever um and so we
19:04
advise that you keep this
19:05
particular toggle off for now
19:07
um but I’ll test that I’ll be
19:09
able to let everyone know if uh
19:11
service auto pilot has
19:12
rectified better or not
19:13
awesome. I think it may have,
19:14
but we’ll put some notes in the
19:16
recorded version so appreciate
19:17
you joining us uh wrapping up
19:18
cuz I’ve got. To see the kiddos
19:20
here, but I’m gonna go out real
19:21
quickly um bump this out if you
19:23
are a simple client, don’t
19:25
forget on the bottom left hand
19:26
corner here of the screen we
19:29
have chat he live from 8 AM.
19:31
Actually. I’m sorry, 9 AM
19:34
Eastern to 10 PM Eastern 5 days
19:36
a week so another great
19:37
resource you pop it in here one
19:39
of the simple growth team
19:40
members will be with you
19:41
immediately um between 9 AM and
19:43
10 PM Eastern so huge resource
19:45
for any of the simple growth
19:47
clients there as well. Um what.
19:49
Again chatter, we’re gonna be
19:51
seeing a lot more of you
19:51
hopefully conference season
19:52
opens up here eventually with
19:53
vaccine but uh until then uh
19:56
Chad myself, the rest of the
19:57
team are gonna be joining you
19:59
live on Facebook so Callahan
20:01
corner ask the questions We
20:03
have live right here on
20:04
Facebook if you’re interested
20:05
in the comments um there is a
20:08
link right there simple
20:09
Systems.com forward slash essay
20:11
dash audit Sign up for a free
20:13
30 minute audit for myself or
20:16
Dylan No sales pitch, but we
20:18
literally show you what you
20:19
need to be set up for success
20:20
based on the size of your
20:20
business. The industry and um
20:24
what your goals are for 21 and
20:26
beyond so another huge resource
20:28
that um we’re just putting out
20:30
there to help people grow and
20:31
scale their business. Um Chad
20:32
look forward to see you on the
20:34
next Callahan corners. We’ll
20:35
see you again tomorrow uh
20:36
everybody out in Facebook land
20:38
um Callahan’s corner ask a