Video Transcript

00:08
You ask the questions. We have
00:08
some live right here on
00:09
Facebook. Well, I’ve got two
00:09
pres submitted questions from
00:10
the service industry, specific
00:11
service autopilot but this will
00:12
probably apply to some other
00:13
softwares as well well but the
00:15
main idea is if you’re inside
00:16
service autopilot, this pre
00:19
submitted questions are
00:20
actually good questions and
00:22
good problems to have. So, I’m
00:23
going to read the first one
00:24
here. Is there a filter on
00:26
estimates page to see what is
00:29
scheduled or has been
00:30
scheduled? We recently did an
00:30
upsell campaign and have around
00:32
estimates. We’d like to see
00:34
which ones have been scheduled
00:35
or not. So, I want to give a
00:37
big shout out to Mike here, one
00:38
of our clients with the simple
00:40
growth upsell process. So, not
00:42
unusual to win 5070, sometimes
00:44
100, new jobs in less than a
00:47
week and it’s a good problem
00:48
but how do you go out and
00:49
actually figure out how to know
00:51
what jobs have been scheduled
00:52
and haven’t been scheduled. So,
00:54
I’m going to dive into that and
00:54
then the second question and
00:56
answer is from Taylor Cannon.
00:58
Is there a way to know how much
01:00
of each chemical you need for
01:01
your applications based on the
01:03
dispatch. So, also a Scheduling
01:06
plus, how do we go out and
01:07
order products for chemicals or
01:08
mulch or pine straw based on
01:11
some some different things on
01:13
the dispatch board. So, I’m
01:14
going to dive into Mike’s
01:16
question. first of how do we
01:18
know what estimates have been
01:20
scheduled and haven’t been
01:20
scheduled when you sell fifty
01:22
plus jobs in a few days from
01:24
I’m guessing probably from a
01:26
simple growth upsell. So, if
01:28
you’re watching and you’re
01:29
using those upsells, feel free
01:30
to drop some comments on there.
01:31
But pretty crazy. We’re seeing
01:33
a few people getting 6070
01:34
estimate request in two to 3
01:36
hours with these upsells. So,
01:37
now, how do we go out and
01:38
actually schedule these jobs
01:40
and know if they’ve been one?
01:41
So, what I’m going to do is
01:43
open up the screen here and
01:45
answer mics and then Taylor’s
01:47
question. So, here we go.
01:49
Without any further delay. I’m
01:50
jumping into essay with to save
01:52
a little time What I have done
01:54
is gone into the gear icon and
01:58
go into estimate stages. So,
02:00
these are the estimate stages
02:01
set on the actual estimate
02:03
itself. So, what we’re going to
02:05
do is go in and a. there’s some
02:09
generic ones in here but I
02:10
would recommend one needs to be
02:13
scheduled and I’m going to add
02:15
another one in here One,
02:21
scheduled.
02:26
and once we have that one
02:28
scheduled,
02:35
in here. we’re going to go in
02:37
and hit save. So, now, we have
02:40
both both of those in there and
02:44
what we’re going to do is going
02:45
down to our estimate list and
02:47
filter down by stage and go
02:51
into one scheduled and had
02:53
applied or one needs to
02:56
schedule and hit apply. and
02:59
that is how we’re going to
03:00
actually be able to do that.
03:01
Now, if we go in to an actual
03:05
itself.
03:10
and go to a test client and
03:12
show you what that looks like
03:14
on the estimate itself where
03:16
there’s different stages off to
03:18
the right and when we go in
03:20
there, we can change. That’s
03:22
that that reason or stage right
03:24
here. So, under that stage, you
03:27
have the ability to go in, one
03:30
need to schedule one or one
03:32
scheduled. So, based on that on
03:34
the estimate when we schedule
03:35
it, we’d go in and hit
03:37
schedule. Now, this is a lead
03:38
so it’s not going to allow us
03:39
to schedule it yet. So, the
03:41
proper way to do is go to
03:42
convert and then we go to
03:46
schedule it. and go in and
03:51
update the one scheduled or one
03:54
needs to be scheduled. Hit
03:55
apply. and then schedule that
03:58
job and that’s going to change
03:59
this stage. once we schedule it
04:01
here. So, we’re going to go in
04:02
and set it. One needs to be
04:03
scheduled. one scheduled based
04:05
on where we’re at and then, we
04:07
go into the estimate stages,
04:10
set that up, and then we’ll go
04:12
into the CRM estimates, pull it
04:14
up and dial into that filter to
04:15
be able to see what’s been won
04:16
and what has not been scheduled
04:18
yet or what has been scheduled.
04:19
In addition, when you There
04:23
also is a little bubble here
04:24
that literally goes in. It says
04:25
scheduled on us. You can, it’s
04:27
a visual clue on the estimate
04:28
itself. So, that is Mike’s
04:30
questionnaire. I recommend
04:31
estimate stages set up. One
04:33
schedule needs to be scheduled
04:35
and then be able to go out to
04:36
your CRM estimates and filter
04:37
down to what jobs have been
04:39
scheduled or not scheduled
04:40
based on a timer on those
04:41
filters. Second question, if
04:43
you’re joining late or just as
04:45
a refresher, Taylor Cannon, is
04:47
there a way to know how much of
04:49
each chemical you need for each
04:50
lawn application? based on what
04:51
has been dispatched or about to
04:53
be dispatched. Yes, absolutely.
04:55
This applies for pine straw,
04:56
mulch, or anything else that
04:57
you’re running as a quantity.
04:59
So, what we’re going to be
05:00
doing is going into the
05:01
dispatch board going into
05:04
columns and scrolling down to
05:06
the bottom. Now, this in Tesco
05:07
has many turf square footages
05:09
but the one I need in this test
05:11
account here is the last one
05:14
and that is right here. So, I’m
05:16
going to click that check box
05:17
and when I do that, that is
05:18
going to open up The turf
05:22
square footage here. So, I’ve
05:24
got Monday the or 545 fourteen
05:27
here in this test account. So,
05:28
right here, this is the square
05:31
footage I have 1.6 1.6000000
05:33
square feet based on that. What
05:35
is the coverage of the bag or
05:37
the liquid and we would be able
05:38
to go in. Obviously, we’re
05:39
missing some square footages
05:40
here in the test account but we
05:41
would be able to go and dial in
05:43
for a projected day or maybe
05:45
the next round. Open it up on
05:47
your waiting list. You can do
05:48
this on the waiting list as
05:49
well. What is the projected
05:51
material ordering I need to do
05:52
for my chemicals or my mulch or
05:54
pine straw. Anything that’s
05:56
based on a square footage, we
05:57
can back that number out. So,
05:59
the expert workflow that that I
06:00
would recommend is going into
06:01
columns, scrolling to the
06:02
bottom and grabbing your custom
06:04
field right here of whatever
06:06
that is. Now, we’re doing snow
06:08
removal. We can do parking lot
06:09
square footage. I got a couple
06:10
of those right here. How much
06:12
rock salt? How much sidewalk
06:13
melt do we need for the season
06:14
based on the average number of
06:16
trips or in this case scenario
06:18
with these premed questions?
06:19
that added column right there
06:21
is two square footage that’s
06:22
going to let us know how much
06:23
Fertilizer chemicals we need or
06:25
if it’s bed square footage, how
06:26
much mulch or pine straw we’re
06:27
going to need. So, really two
06:29
good questions or if you have
06:30
any comments or questions, drop
06:31
them below in the live or
06:32
recorded feed but Callahan’s
06:33
Corner, we’re here to answer
06:35
your questions for Expert
06:36
Workflow in your service
06:37
business and workflow inside
06:38
service autopilot. So, Mike and
06:41
Taylor, thanks again for those
06:42
great questions and happy to
06:44
answer the next round of
06:45
questions tomorrow that come
06:45
around. Callahan’s Corner USA
06:47
questions. We had some live
06:47
right here on Facebook.