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welcome back to Callahan’s corner where
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you ask the questions we had some live
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right here on Facebook got special uh
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guest host here Dylan from the simple
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growth team uh Dylan was not only uh our
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first client but actually one of our
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first team members um who actually has
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gone out and mastered the skills of
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service autopilot and scale the seven
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figure lawn care and snow removal
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business up in Sudbury Ontario um so I
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was trying to mix up a little bit uh so
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everybody is not just watching me
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provide the content but with our team of
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almost 30 full-time people now uh going
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to get some of the simple grow team on
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here to kind of expose some of the bench
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and some of the skill set that we can
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provide so had a question that was
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submitted here I’m going to take a quick
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look at it uh and read it but it was
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around a V3
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um estimate form here so
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it says does anybody know if it’s if
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there’s a possibility that I can connect
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service autopilot to my web web page
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curious uh when someone sends her
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information for bid requests could it
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all get entered in so uh there’s
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automatically a lead in the system so uh
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great question by um Matthew and uh
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Dylan we’re gonna be jumping into this
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but uh there is a bit of a confusion now
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that there’s a V2 and a V3 website form
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or forms in himself so there’s V2 V3 uh
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we’re recommending as a company right
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now for probably your website lead CAD
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for using a V3 uh but for your on-site
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estimate forms and things that are
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interacting with your cruise uh as it
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lays right now we’re gonna be using
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those as V2 because they’re accessible
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in the Legacy app so uh Dylan without
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any delay really do you want to hop in
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and kind of just break down the basics
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of a V3 website lead capture
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yeah for sure and I guess the main point
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right off the bat is like yes you can
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have a form that will primarily go on
1:43
your website and replace like a
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WordPress form or whatever you might
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have on there
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um so that those leads can come directly
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into service autopilot with no Double
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Entry
1:53
um a lot of people are just accustomed
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to having that just go right to their
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email
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they read their email they type it into
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service autopilot you definitely don’t
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need to do them so I’m in the marketing
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forms section here and this is a V3 form
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when you hit on the top right there’s a
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little add form button
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it brings you to this screen here but
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it’ll actually prompt you to say like do
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you want to just start with a template
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of a form that that we’ve kind of
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already created now this one’s not bad
2:24
and we can start with this template it
2:26
is a multi-page form which I know some
2:29
people don’t necessarily love but that’s
2:31
okay we can tweak it from there
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so if you hit next down here then it’ll
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prompt you to say do you want to rename
2:40
this form
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I mean we can just put demo beside it
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for now
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and now it brings you to basically the
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form editor
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one thing that I thought was kind of
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confusing when I first started using
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these types of forms was the pages are
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actually down here so what you see here
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is not the the entire form
3:01
um when you when you first start out
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you’re in the design section once the
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form is actually designed the way you
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want it then you kind of do some final
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configurations
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um we’ll get to that in a second and
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then the third and final step is you
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actually publish the form and that gives
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you like the final code that you can
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kind of copy and paste and put on your
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website so it seems like a lot of steps
3:23
but once you have it down pad it’s
3:25
sometimes a you know couple minute
3:27
process at most
3:30
Mike I don’t know about you but I don’t
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necessarily love the multi-step form
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expially for like a website
3:37
um
3:38
so I’m actually going to click uh on on
3:41
here
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and I’m going to delete the additional
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pages
3:48
yeah I agree that they’re doing for sure
3:50
the multi-step
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um experience for most thing most things
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we’re doing is probably not ideal the
3:55
only place you may want to use that is
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maybe for a um a cold lead capture
4:00
semi-warm lead capture off like a
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Facebook ad or something like that where
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you can go in and capture at least first
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name last name and email
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um so that’s getting registered in the
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system yeah usually off your website
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you’re going to want it one quick form
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yeah and alternatively if you’re
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drowning with leads and you can’t even
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keep up with the amount of leads you
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have well a multi-step form might make
4:18
sense where you’re like weeding out the
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leads and saying what’s your budget do
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you have a forty thousand dollar budget
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for this patio if not
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we’re not a good fit stuff like that but
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if you just want to capture the leads
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quickly you don’t necessarily want them
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to go through three or four pages if
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necessary
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so I just renamed this field up here
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when you click on a field the editing is
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off to the left hand side here so if we
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wanted to you know change any text here
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we would just do that right here
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now these are the actual fields that are
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basically going to map to an actual
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field in the client screen
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or lead screen so when someone once this
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form is already when someone types in
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you know Dylan in here for their first
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name that’s what’s going to filter over
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and map over to the the first name
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section when you’re adding a client so
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that you don’t need to retype any of
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this so this one’s fine first name last
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name
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contact email that might be a little
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weird we might just want that to say
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email that’s a little bit more common
5:27
yeah and if they’re using a V2 form
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Dylan this is a necessary step so V3
5:32
kind of pre-maps a lot of this for you
5:34
yep exactly so I do I do really like
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that about V3 now this might look really
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weird on your website the way that that
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these fields are very very small so I
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won’t necessarily get into it right now
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but you can increase the length or the
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the width I guess of these fields if
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you’d like for now we’ll just keep them
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as they are
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um but sometimes when you take this and
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put on your website it’s going to look
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kind of like really really skinny
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instead of filling out to the the full
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width of whatever kind of box you copy
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and paste the code into
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so obviously this isn’t all the
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information that we need we probably
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want to know what what’s their address
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what services they’re interested and
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things like that so you would just
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basically click on this last one here
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and then we’re going to add some some
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additional fields
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so we are probably going to want at
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least address
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and what it asks you what type of
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address this is I mean presumably we
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want their service address right we want
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to know where we’re I’m actually going
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to be potentially performing the service
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um so it basically fills it all in here
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for you if you want to double check and
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make sure that it’s mapping to the right
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area which it is already then that’s
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great
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we probably also want to make this a
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required field we don’t want people just
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putting in their name uh an email and
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then we got to say hey where do you live
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so we can kind of make all of these
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required
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and these ones already are required they
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got the little asterisks beside it
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and it says postal code if you want to
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change that to zip code you can post the
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code that’s what we call it in Canada
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anyway so that that’s fine by me and
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then the last thing is or usually this
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is the last thing anyways we’ll usually
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want to do
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um
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not multiple choice uh checklist
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so like I made a error here very easy to
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kind of fix that just by clicking on it
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and then hitting delete
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and then the checklist here is where
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we’re going to prompt them to actually
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choose the services that they want to
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quote for
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so normally what we’ll do is we’ll kind
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of replace this and say you know
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Services you are interested in
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something along those lines you know
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everybody kind of wants it named a
8:03
little a little differently
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and usually I’ll kind of get rid of that
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secondary option just to keep it as
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clean as possible
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and then if you scroll down here on the
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left I will probably want to make that
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required
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don’t necessarily need to map it
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anywhere per se
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but we definitely do want to change the
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generic options here so I’ll just do it
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kind of what my services were but it
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might be
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lawn mowing
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fertilizer and meat control
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third cleanup
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and maybe
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you know removal and then you might want
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to include a fifth one or however many
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services you have include one extra one
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that just says other
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because people will have kind of Oddball
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requests that you just want to make sure
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they don’t
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bounce off your website because you
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didn’t have an other section so
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um and then usually if you’re going to
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have another section you probably want
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to have one final field here and that
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would be like a paragraph feel there
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maybe it’s a long text entry yeah long
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long text entering so you probably just
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want to have like renate rename this to
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something like other or comments
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something like that or you know service
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details
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and that will allow them to you know if
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they want to add any additional comments
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they can do that there
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um
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if you want to change what this submit
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button says you can just by clicking on
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the button so you might want to say get
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your free quote no
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whatever you’d like it to be and I think
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you can change the color and stuff like
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that so if you want to kind of brand it
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up to what your branded colors are
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that’s great
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um
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next thing is you’ll actually want to go
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over to the
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configure section I believe it
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automatically saves this as you’re
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working but probably a pretty good habit
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to get into just hit that save draft
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button down there
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um
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so
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you know if you’re doing
10:20
um
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conversion tracking on your website you
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might want to redirect them to like a
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web page like a thank you page or
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something but for simplicity’s sake
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we’ll just leave it like this so when
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they submit this form eventually this is
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going to be on your website the lead or
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the prospect is going to see this
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message
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so pretty common feature of a form on a
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website
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email notifications here this is
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important
10:45
what do you want to happen when someone
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submits this form you probably want to
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get an email saying you know
10:50
Bob Jones just submitted an estimate
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especially if you’re driving around
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you’re not going to be on service
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autopilot all the time so you would
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actually add a notification here and it
11:00
could just be like a custom email
11:03
recipient I’ll send this to Bill
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and
11:09
you could kind of just say it’s coming
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from you know
11:13
oops I clicked off of there definitely
11:17
don’t want to do that
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so you have to say who it’s coming from
11:22
which is a little weird you could just
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say you know simple growth quote request
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form something like that and then you do
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need to put an email and there’s the
11:31
there’s the cat the cat is back
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um so you do need to put an email where
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it’s actually coming from
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and then you do need to put a subject
11:40
line as well so usually that’ll just be
11:42
like website book form
11:44
and you know something like you for
11:47
receive a new estimate request
11:51
but something like that so that the
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email that you receive with this
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information actually makes sense and
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then you’re going to hit save
12:07
and that’s the email notification you
12:09
can always click back in there and edit
12:11
it a little bit that’s that’s no problem
12:13
this right here though is specifically
12:15
what the um the person who asked the
12:19
question is is going to want to to look
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at so this is where
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you’re basically telling service
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autopilot when someone submits this form
12:27
if they don’t already exist in my system
12:29
create them in my system so it might not
12:32
seem like a huge deal but manually
12:35
entering each one of these leads does
12:36
take you know 30 seconds if you’re doing
12:40
500 a thousand quote requests a year
12:42
that is just like monotonous time that
12:45
you can get back by by doing this task
12:46
once and for all yeah so this is
12:48
definitely the way to tackle it so I’m
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glad you brought this up because this is
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the part that everybody misses and ends
12:53
up sitting on your my day screen you
12:54
gotta do double entry
12:56
exactly so kind of like the default
12:59
things what it’s saying here is what
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what is the matching criteria at what
13:02
point should service autopilot say don’t
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add this person again they already exist
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in the field in the system so for
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example if Mike Callahan fills out this
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form and Mike Callahan already exists in
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the system based on how this is
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currently set up it would say
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I don’t need to create another Mike
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Callahan where that becomes an issue
13:22
though is if we got two people named
13:25
Mike Callahan with two in your trouble
13:27
emails two totally different addresses
13:30
well now we might have just overridden
13:34
you know another Mike Callahan with this
13:36
Mike Callahan so you do want to have
13:38
typically at least one more field in
13:42
here and that would be the email so that
13:44
if you have two people with the exact
13:46
same name you know Mike Smith
13:49
um
13:49
but they have different emails
13:51
it would say oh this is a new person and
13:54
we’re going to create another person in
13:55
your system as a lead
13:57
so you can get a little bit more
13:59
granular with it if you wanted by saying
14:00
well
14:01
what if my Callahan has multiple
14:04
properties like rental properties that
14:06
we want to get serviced well if he
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submits another quote request for a
14:10
different property
14:12
we might want to have an address field
14:15
in here that says all four of these
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things need to match in order for
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service autopilot to say this is the
14:22
same contact
14:24
that makes sense I appreciate you
14:26
hopping on here dealing with me and uh
14:27
breaking this down is there anything
14:28
else we need to know before we hop onto
14:31
the team call but I I think this is
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probably an eye-opener for a lot of
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folks that have not seen a V3 form
14:35
actually configured yeah last thing is
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you probably want like a my day
14:39
notification so when this quote request
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gets submitted um you’re probably going
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to want to turn that on so that you can
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see those notifications right on your my
14:47
day screen because you might not be
14:48
checking your email 24 7.
14:50
and then last but not least you’re going
14:53
to want to publish this form
14:55
so there’s a couple fields in the form
14:57
that I didn’t map like such as what
14:59
services you wanted a quote for that
15:02
information is just going to exist in
15:03
the form itself it’s not really going to
15:05
map anywhere on the the client file
15:08
typically
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but so These Warnings aren’t sometimes
15:11
they are beneficial but these you can
15:13
kind of just disregard it’s I knew these
15:16
weren’t mapped anywhere
15:17
but you want to go to form options here
15:20
and when you hit publish
15:25
sometimes it takes a second
15:29
says your form has been saved and
15:31
published now we can actually take these
15:34
codes and it gives you a couple
15:35
different options and copy and paste
15:36
that and put it on your website wherever
15:38
you’re hosting your website so the most
15:40
common one that we recommend is this
15:42
actual embedded form just so that when
15:45
we copy and paste this we put it on the
15:46
website you don’t need to repeat this
15:48
process ever again if you want to change
15:51
your form
15:52
maybe you add another service well you
15:55
would just come into this form add the
15:57
option in here and then
16:01
come back here hit publish again and
16:03
that would actually automatically update
16:05
on your website
16:06
that’s one of the biggest issues
16:10
yeah so hopefully that was helpful and
16:12
if you do have any more questions about
16:14
that form just comment on the video or I
16:16
think Mike’s going to include a link
16:19
sgscall.com and we can chat more about
16:22
it absolutely yeah if any questions uh
16:24
around this or anything else in your
16:25
business check us out at
16:27
sgscall.com for free business analysis
16:29
or software analysis uh once again we’ll
16:32
see again on Callahan’s corner you ask
16:33
the questions we had some live right
16:34
here on Facebook Dylan and Mike on our
16:36
way to the weekly leadership meeting