0:00
first ever office hours here with um
0:03
simple growth it looks like Dylan has
0:05
taken over the main screen and I am
0:07
hanging down to the bottom here let’s
0:08
see if we can even this up a little bit
0:10
there we go uh sorry about the delay uh
0:13
we were trying to start about 15-20
0:15
minutes ago but uh had some technical
0:17
difficulties getting in here but uh
0:19
happy to announce we’re gonna be doing a
0:20
weekly at least once if not twice a week
0:22
open Office hours and myself Dylan and
0:25
other people from the simple growth team
0:26
are going to be coming in live and
0:28
answering your questions around service
0:30
autopilot around job costing workflow
0:34
um automations other things in there and
0:37
we’re going to actually open up the
0:38
screen and show you how a lot of these
0:39
things are done as we continue to evolve
0:42
in uh some other crms such as co-pilot
0:44
these will also open up to your
0:46
questions around the different crms
0:48
we’re working with but right now this
0:49
will be a Facebook live that we’re doing
0:52
at least once or twice a week
0:53
pre-announced and we’re gonna be putting
0:55
in
0:56
um a set schedule but if you’re just
0:57
joining us we had some technical
0:58
difficulties here so it’s gonna be an
1:00
abbreviated version today but rolling
1:02
into holiday weekend I don’t I can’t
1:04
think of anything better that I would
1:05
want to do is uh hang out with some
1:06
business owners ask them some questions
1:08
and build some clarity going into the
1:10
holiday weekend so if you’re just
1:11
joining us and you haven’t pre-submitted
1:13
any of your service autopilot questions
1:15
drop them in the comments um and Dylan
1:18
and I are going to answer them live if
1:19
we don’t get to them live in this one uh
1:21
like I said once or twice a week we’ll
1:22
be doing live office hours it no cost
1:25
for the users of service autopilot
1:29
um and eventually some of the other crms
1:31
that we work with so Dylan I know you
1:32
had a couple pre-submitted questions off
1:34
the service autopilot Facebook group
1:37
um if you want I can uh show your screen
1:40
here it looks like and we’ll see what
1:41
happens here so it looks like we’ve got
1:43
five or six people piling in here even
1:44
the late notice so uh welcome to the
1:46
first office hour here that uh we’re
1:48
gonna be rocking and rolling with and I
1:50
think we’ve got some new screen options
1:51
here Dylan so this might actually uh
1:53
this
1:55
oh wow we might be able to make it big
1:57
what let’s not get crazy but maybe
2:01
it’s questionable hold on
2:04
what do we got going on here oh that’s
2:07
that’s that’s better the better all
2:09
right let’s see if I hide myself bring
2:12
myself back this might work
2:17
there we go wow Helen
2:21
all right and the screen what could be
2:24
going right this is good we’re good it’s
2:26
as close as we’ve ever had on a screen
2:27
share so I want to thank a couple more
2:29
people piling in here simple growth
2:31
office hours uh if you put your comments
2:34
in the chat we will answer them live
2:35
here um Dylan has some pre-submitted
2:37
questions so Dylan I’ll let you take the
2:39
wheel and um let’s go
2:43
cool all right well yeah the first one
2:46
um long time friend of the show Steve
2:47
Delaney uh had a good question and yeah
2:52
what’s that he also goes by sevi
2:55
it’s heavy I forgot how to spell his
2:57
name so that’s what printed out on the
2:59
name tag
3:01
gotcha gotcha yeah it was a good
3:03
question uh so Steve said I want to know
3:05
how to create or where to find a report
3:07
that tells me how long a client has been
3:10
with us I have one that uh I he has a
3:13
report that shows if they cancel how
3:16
long they were with us but he wants to
3:18
know specifically if they’re with us
3:21
what is the average time that they have
3:23
been with us so hopefully that makes
3:25
sense
3:26
um but yeah I took a took a stab at it
3:28
this might I don’t think this is a
3:31
pre-built report in essay like I don’t
3:33
think that report exists so I just
3:35
started kind of playing with
3:37
um some of the formulas in the report
3:40
Center here so it’d be clear Dylan
3:41
you’re uh you’re going into the uh the
3:43
third party bolt on the the Reporting
3:46
Center
3:47
um you don’t need to go in there under
3:48
reports reports and then uh you are
3:50
building out an analysis unlike the
3:52
toaster oven off on the left we’re going
3:54
over to the little guy with a square and
3:56
the plus create analysis and this is
3:58
where we’re going to access those data
3:59
tables inside uh service autopilot so I
4:02
will let you roll there I just want to
4:03
put some clarity to that because a lot
4:04
of people have no idea this even exists
4:07
yeah and and to be perfectly honest this
4:09
was a little bit of trial and error but
4:11
it ended up you know there’s I think
4:12
it’s worth the 15-20 minutes that it
4:14
took um because I think this could be a
4:16
valuable report for for quite a few
4:18
people
4:19
um so
4:20
yeah it’s called Steve test for now
4:23
um I was thinking about going into
4:24
Steve’s file and just building it right
4:25
in there for him but I figured this
4:27
might be better
4:28
um so first things first is I just use
4:31
like the clients detailed section here
4:33
and I just brought in the least amount
4:35
of information that I thought might be
4:37
applicable so client name client sense
4:39
date and then the termination date
4:41
didn’t really end up using that but not
4:44
a huge deal
4:46
and then I just pressed OK down here
4:49
and it brought in quite a bit of data
4:50
this is kind of like our demo account so
4:53
I just filtered out
4:55
um everybody who’s not didn’t have
4:57
Callahan in the name so we’re just
4:59
looking at Mike in here so we just got
5:01
basically two examples we got client
5:04
name Mike Callahan client send state is
5:08
looks like
5:10
I don’t know what kind of format that’s
5:12
in maybe it’s November 6 2016 or
5:16
June 11th yeah we can change the
5:19
formatting but yeah that’s perfect so uh
5:20
apparently halfway decent I’ve been
5:22
around since uh 2016 and the other me
5:24
was around uh 2018 so I have to lipstick
5:28
yeah yeah 100 so the next thing and this
5:32
is where I took most of my time and if
5:34
someone’s like already has this formula
5:36
I would have taken them two seconds but
5:37
some of these formulas in here
5:39
can get pretty complex and I guess you
5:43
can’t see it on the screen here but if I
5:45
click into this little formula section
5:47
there’s some very complex formulas there
5:49
at least in my opinion
5:51
um so the one that I ended up choosing
5:53
that I think solves what Steve was was
5:56
hoping for
5:57
is there’s a formula called Date diff
6:00
and I know you can’t see me clicking in
6:03
here but if you go to the date diff
6:05
formula and you just kind of hover over
6:06
it
6:08
and we’ll give it a second on my screen
6:11
it says computes the difference between
6:13
two dates
6:14
so I’m like I think that’s kind of what
6:17
Steve wanted I’m pretty sure so I put in
6:21
and honestly I had to click into this
6:23
formula help thing here to just kind of
6:25
see what were the variables that it’s
6:27
actually requesting for with a couple
6:29
attempts at trial and error so D equals
6:32
days
6:33
and here is the
6:36
um basically the column that we’re
6:39
referencing so this is the clients since
6:42
date
6:43
and then this last part here just
6:46
basically Compares it to today’s date so
6:49
this will be a rolling number
6:51
so that’s how I got the number of days
6:54
in here now Steve might be looking for a
6:57
number of months or number of years or
6:59
something like that but this is kind of
7:00
the the first iteration does that make
7:02
sense yeah it looks really good Dylan
7:04
I’m glad you talked about the formula
7:05
the formula help this product is
7:07
actually called Low G l-o-g-i it’s a
7:10
third party bolt-on so the first couple
7:11
years of this service autopilot did not
7:14
have the formula help or the
7:15
availability of some of these formulas
7:18
that they’ve just added so if there’s a
7:19
formula you’re looking at and it’s not
7:22
there if you look up logi logi into
7:25
their help
7:26
um desk a lot of the additional stuff
7:29
that’s not visible in essay will be
7:32
visibly from their help site you can
7:33
copy and paste some of that stuff over
7:34
or kind of iterate it off like Dylan did
7:36
bases days or years with the operators
7:39
so it makes complete sense Dylan awesome
7:41
work on this one yeah so I titled the
7:44
column days as clients it was the first
7:46
thing that came to my mind maybe Steve
7:48
you might call it something else but
7:51
you’ll basically be able to just if you
7:53
want I can actually even just kind of
7:54
send this over to you after but if you
7:56
copy this formula exactly you’ll arrive
7:59
at this and then
8:01
this would be optional but I clicked on
8:04
the column header here
8:06
and I did Aggregate and then I did
8:10
average
8:11
I figured that would probably be at
8:14
least one of the numbers that you’re
8:15
looking for here is the clients that are
8:19
still with us what is the average number
8:22
of days that they have been with us so
8:24
in order to do that you might need to
8:26
filter out the clients that have a
8:29
termination date
8:31
so if you only want to look at the
8:32
clients that are still active any client
8:35
the termination date needs to be
8:36
filtered out
8:37
and maybe you want to have two analysis
8:40
analyzes
8:42
um
8:43
one with clients with with no
8:46
termination dates or active clients and
8:48
then ones a different one for clients
8:51
that have actually canceled what’s like
8:52
that final
8:54
um
9:03
Dylan has froze here so we’ll give him a
9:05
minute to get back but hopefully that
9:07
makes sense
9:08
um what uh Savvy or Steve is looking for
9:11
over there uh the other thing too is
9:12
you’re looking at it exactly oh yeah I
9:15
was just you froze up there for a minute
9:16
so I was just talking there um but yeah
9:18
the the other thing that um we may need
9:20
to be aware of is uh when you update
9:23
those we do not want to go in and add
9:25
them we want to be able to hit that
9:27
replace button and update it so if it’s
9:28
an update to the current existing
9:30
formula uh that will lock up your report
9:32
Center in ways that sa cannot even
9:34
untangle it so uh kind of a pro tip
9:36
there
9:37
yeah um and you can hear me okay now yep
9:40
you’re good yeah listen to you well
9:41
you’re coming from what Auto is it
9:43
Ottawa yeah I’m not in New York so
9:45
you’re a little long distance over the
9:46
internet here it’s all right
9:48
yeah but no that is a good point like
9:50
when I was doing my trial and error I
9:52
was clicking right here with my mouse
9:54
and then I was editing the formula here
9:57
and I wasn’t adding it I was just
9:59
replacing it
10:01
um and I mean it’s such a simple report
10:04
that even if you did lock it up
10:06
um it wouldn’t be the end of the world
10:07
to rebuild but yeah that’s a good point
10:09
you want to try to minimize
10:11
um having to start from scratch because
10:13
a report is totally locked up awesome
10:16
um so sevi we will send you the code
10:17
here and uh you’re gonna owe me a Corona
10:19
at the uh the poolside Cabana at the
10:22
masterminds uh event in Nashville so uh
10:25
and move a beer we’ll send you that over
10:27
for you and Dylan you got any other
10:29
questions that were submitted I’m
10:30
looking right now on my phone it doesn’t
10:32
look like there’s any other in the live
10:33
chat but I think you got a few more
10:35
yeah I do have one other one and Mike I
10:38
just sent you the formula I don’t know
10:39
if you want to put that in the uh in the
10:41
chat um yeah I’ll message it right over
10:44
to sevi okay
10:46
um so yeah the other question it looks
10:48
like Leslie is going to get us a uh
10:51
expert level report question for next
10:53
week which should be interesting all
10:55
right
10:55
um but PJ post um had a pretty good
10:58
question here so
11:00
he said what is a good workflow for
11:03
employees to know how much material they
11:05
will need for a job mulch is easy for
11:08
him because he separates the actual
11:10
installation of the mulch in a template
11:12
and he budgets one hour per yard so we
11:17
know the material amount to purchase
11:18
based on the budgeted hours produced in
11:21
the Matrix but for a service that one
11:23
budgeted hour doesn’t coincide with a
11:26
certain unit amount is there a easy way
11:29
to figure this out of course I can do
11:31
the math each time and communicate that
11:33
in job notes but I was hoping to find
11:35
something better
11:37
so there definitely is a better way 100
11:40
percent
11:41
really you shouldn’t in a perfect world
11:44
you should not really be basing the
11:45
quantity of how much mulch you need even
11:47
in that kind of simplistic example
11:50
based on the amount of budgeted hours
11:54
yes I agree with separating out the
11:56
labor and the product 100 percent but
11:59
really you should be telling your Crews
12:01
how much
12:03
how much of a quantity of a product that
12:05
they need to bring by the quantity of
12:08
product that’s associated with the job
12:11
so that might sound super super basic
12:13
but it is a common error that people
12:16
make with service autopilot where the
12:19
products that are getting hopefully
12:21
you’re using products some people don’t
12:23
even use products but when they do use
12:25
products sometimes the quantity or the
12:27
amount of the actual product from the
12:30
estimate that gets transferred over to
12:31
the job
12:32
doesn’t actually correlate with anything
12:34
so it’s
12:36
I see sometimes people will calculate
12:38
for example mulch based off of mulch bed
12:41
square feet well that’s great but the
12:44
unit of measure that that will use is
12:46
square footage so I don’t know about you
12:49
Mike but if I told my guys hey you need
12:52
875 square feet worth of mulch that
12:55
could be potentially a little bit
12:57
disastrous I’m just a simple man that
12:59
mows Lawns over here I don’t have that
13:00
many fingers to do the mass that would
13:02
probably uh that would definitely be an
13:03
issue for me
13:05
but you know x amount of yards they can
13:08
go and pick that up you know or whatever
13:10
that is so
13:12
PJ what I would recommend without going
13:15
too deep into the weeds is how they
13:18
should be figuring out
13:20
how much product they need and I took a
13:23
couple screenshots from the mobile app
13:25
on the Legacy version of the app
13:28
it’s not the greatest they do need to
13:30
basically click into the job
13:32
and I’ll kind of highlight it right here
13:35
this would be like a 10
13:37
yard mulch example and in our demo
13:40
account here brown mulch doesn’t have
13:42
the word yard in it which it should
13:45
but you would see
13:46
a yard of brown mulch or brown mulch
13:50
with yard in Brackets and then a
13:52
quantity of 10.
13:54
but in the Legacy app they actually do
13:56
need to click into the job so if you got
13:58
like five mulch jobs for the day they
14:00
would need to basically click into each
14:02
one I believe to view the quantity
14:05
on the team app it’s actually a little
14:08
bit better and I personally didn’t use
14:11
the team app that much but in this
14:14
specific scenario and I’m curious to
14:16
hear your opinion Mike once I show this
14:17
but I do think it’s a little bit of a
14:20
simpler workflow
14:21
so
14:23
so I took a couple screenshots from the
14:25
team app and this is a
14:27
just like that single mulch job with 10
14:30
yards well in the t-map you click menu
14:32
up here on the top left
14:37
and then there is a load list right here
14:43
and that leads into as you would expect
14:45
the load list with the products that
14:48
we’re going to actually need for the day
14:49
so if you got 10 mulch jobs rather than
14:52
having to click into 10 specific jobs if
14:55
you do use the tmap you can hit this
14:57
load list and see all the products that
14:59
you need for the day whether that’s
15:00
loading up at your shop or driving to a
15:03
mulch yard and picking up the correct
15:05
quantity and correct color of mulch
15:09
awesome awesome explain explanation
15:11
there Dylan so I I’ll be honest I’m kind
15:13
of on the fence in this one
15:14
um we’ve been I’ve got a really good
15:16
relationship with Tara over at uh sa
15:18
that had a product and Tara has been
15:20
very uh candid and honest about the road
15:22
map and and publicly uh talking to
15:24
everyone uh she’s even gone out and
15:26
worked in a lot of our clients offices
15:28
need to need with him to understand the
15:29
workflow and how people are using sa
15:32
um so at the current time I do like that
15:35
option Dylan
15:36
um there is a couple of major things
15:38
that essay I do believe from what Tara
15:40
is telling me I can’t guarantee it but
15:42
from what I’m hearing from essays are
15:43
going to be some additional
15:45
um advancements to the new app there not
15:47
the Legacy app uh one of the fallbacks
15:49
right now is your V2 forms are not
15:51
available there
15:53
um that’s something that they’re
15:54
actually going to probably be working
15:55
um on to actually make those available
15:57
so with that a few of the other little
15:59
minor tweaks
16:00
um that at that point I think my
16:01
recommendation is go to the new app
16:04
um but depending on whether you’re an
16:06
estimator or a crew leader there may be
16:09
some pros and cons of both so it’s kind
16:11
of explore the options but if you’ve got
16:13
a design build or install Crew That’s
16:15
strictly doing a lot of material stuff
16:16
uh this would probably be the app I’d
16:18
have that team use uh based on on this
16:20
functionality you’re showing us
16:22
yeah 100 the only way that I’m aware of
16:25
in the Legacy app that I think the
16:28
majority of users are still using
16:30
um is you can view job notes for the day
16:33
in bulk so like if you wanted to just
16:37
kind of keep everything status quo PJ
16:40
um there is a scenario where actually
16:42
putting the quantity of product in the
16:43
job notes might honestly be the cleanest
16:46
workflow for you right now because
16:49
before at least I instructed my guys
16:51
before they left in the morning hit view
16:53
all job notes on the mobile app and if
16:55
it says oh you need an aerator at this
16:58
specific property for the day like that
17:00
was their cue to actually load that up
17:02
in the morning if it was in a regular
17:04
piece of equipment that they needed
17:07
so if you are kind of dead set on
17:09
continuing to use
17:11
um the Legacy app until all of V3 is out
17:15
and you’re happy with it then I would
17:18
probably recommend just keeping things
17:19
in the job notes if you have started to
17:22
dabble with V3 and the tmap then I say
17:27
go for it and just try to make sure that
17:30
the pro the unit of measurement that
17:32
you’re using in the products on the
17:34
estimating template is going to be the
17:36
unit of measurements that actually makes
17:38
sense to the guy guys in the field 873
17:41
as a quantity for mulch
17:44
they’re going to still have to do some
17:45
division there and say well
17:48
how many feet can a yard cover and then
17:50
they got to call the mall chart and say
17:51
hey do you have
17:53
5.39 yards of mulch that’s not a super
17:57
clean workflow I’d prefer for the
17:58
estimator or the owner to do that math
18:01
when they’re doing the estimate
18:03
so that the crew just has a simple
18:05
number here such as yeah and what a pro
18:09
trip trick when we do these essay setups
18:10
or deep Dives if you’re using an
18:12
industry standard of a budgeted hour per
18:14
yard the budgeted hours can be your
18:17
cheat sheet of how many full yards you
18:19
need for the jobs you take the budget
18:21
hours and transfer that five hours of
18:23
budgeted time into the product and that
18:25
would be five yards of black mulch or
18:27
brown mulch whatever that is so there
18:29
are some ways that when we dive in a
18:30
little bit deeper with these deep Dives
18:31
or essay setups that we uh we’ll put a
18:33
standardized workflow to some of these
18:35
things if it’s available based on some
18:36
of the standards and averages we have
18:38
um Dylan can’t thank you enough for
18:39
coming on today and just crushing it out
18:41
for the last 20 minutes obviously we had
18:43
some technical difficulties
18:44
um but we’re going to be announcing here
18:45
shortly next week at least once or twice
18:48
set times each week where you can
18:50
pre-submit your questions or live like
18:52
Leslie did we’re going to dive in and
18:54
answer your questions and uh no need to
18:57
wait on chat or phone for support
19:00
um if you want actual live workflow
19:02
industry expert approach for guys and
19:05
girls that have done this in the field I
19:07
think we’re up to nine or ten full-time
19:08
people now the team Dylan that Naval
19:10
owned seven-figure businesses past
19:12
current or past simple growth clients
19:14
that have sold their businesses now on
19:16
the team so uh not only do we get sa but
19:18
we get how it works in your business on
19:20
a day-to-day basis
19:21
um and we understand how you probably
19:23
should be using it or how you do use it
19:24
and how we can make it work for you so
19:26
uh Dylan can’t think enough any closing
19:28
thoughts here on simple growth office
19:30
hours the first time uh in 2023
19:33
ah yeah just I mean submit some
19:36
questions I think Leslie’s going to have
19:37
a tough one for us next week so whether
19:39
it’s simple or expert level uh we’ll try
19:42
our best to answer them I wouldn’t
19:44
expect anything less from Leslie quite
19:45
the power user herself so uh we’ll see
19:47
if we can tackle that one head on
19:49
um well everybody out there have a great
19:51
holiday weekend coming up here in the
19:52
states and uh Dylan you enjoy your your
19:54
non-holiday Monday off uh in Canada and
19:57
we’ll see you guys uh again next week
20:00
here at our set hours that we’re gonna
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be announcing in the simple growth page
20:03
and the sa users Facebook group so we’ll
20:05
see again simple growth office hours
20:07
2023 Dylan Mike and the simple growth
20:09
team coming at you Dylan thanks a lot
20:11
brother have a good weekend