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Corner were you asking questions we had
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some live right here on Facebook gotta
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know the User submitted question
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regarding co-pilot CRM by Mike Andes
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um as we’re starting to dive into the
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system and assist some people uh with
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some of the workflow and automations as
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the system continues to evolve
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um there’s a lot of General use
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questions that are getting submitted in
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through the simple growth help desk so
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as usual fashion is we help with many
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different crms we want to go out and
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actually provide free value and workflow
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inside uh copilot as well as other crms
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that we work with so in copilot
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um the basic workflow that we’re looking
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at today and open up the screen is using
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property measurements and how to
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actually take the square footage of
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linear feet or say this number of small
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medium large shrubs and how do we take
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that variable inside copile and save it
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to the lead or customer record so I’m
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going to pop the screen open and kind of
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uh answer the question of how do you
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deal with custom fields and potentially
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property measurements here so
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normal fashion here when you log in to
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co-pilot here uh we’ve got in and you’ve
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got customer detail uh so up top we’ve
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got some information here on the client
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contact information invoice
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um area here and uh Auto creating or
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invoices we’ll talk about some of these
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questions that we keep getting submitted
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here on a regular basis but the area
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that I’m looking for today here is
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custom Fields so right now in this test
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client we have the number of small
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shrubs and turf square footage so we’re
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going to talk about how to how to create
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a custom field for say Turf square
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footage or the number of small medium
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and large shrubs getting ready for the
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pricing matrices as Mike Andes has
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talked about on his Facebook lives that
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are coming uh in the future
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and how to get set up for success and
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get the system ready for those new
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features and functions when they come so
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uh first thing I’m going to do here is
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uh not necessarily do anything on the
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customer screen but uh very similar what
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we’re going to do is always start with
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our custom field so uh when we go in we
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go into resource custom Fields this is
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the area that we’re living in to build
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out your custom Fields inside copilot so
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we’re going to go in and add a field
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this button here now these custom Fields
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can apply to a whole bunch of different
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things such as assets chemical tracking
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chemical app customers equipment
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estimate quotes events jobs invoice and
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vendors so I’m going to recommend as
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we’re diving into creating custom fields
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in a brand new software let’s blueprint
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it out before we go in and act
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absolutely crazy and start putting a
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bunch of different custom fields and
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let’s think about on a high level what
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this looks like now and when we scale
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how do we create a naming convention how
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do we create uh the ability so since
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custom Fields can apply to such
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different things in here what I’m going
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to recommend is if we’re building them
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out for custom made our customers let’s
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have some kind of a naming convention is
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maybe our customers are o1 DOT space
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Turf square footage uh our assets are
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maybe O2 so maybe employees uh first
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things I would probably start with is
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the 01 for
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um customers O2 employees and then maybe
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O3 assets and then as we continue to go
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we have a naming convention so we know
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what type of custom field we’re looking
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at who it pertains to so uh that’s just
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kind of a pro tip that we do with our
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naming conventions but I’m going to say
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we’re going to apply this to customers
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uh field name here in this methodology
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here is I’m going to say this is an 01
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which would be a customer space
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um
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driveway
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square footage and that would be for
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maybe snow removal or pavement ceiling
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now the field type here a lot of
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different options checkbox date decimal
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um we’re gonna go for decimal and that
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is going to be the area here now uh
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transferable field this means it can
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transfer to different areas if you’re
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questionable One You’re Building this
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yourself take a look but it allows the
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data to be shown in multiple workplaces
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throughout the system so we’re going to
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click yes here for best practice and
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we’re going to save the field so once we
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have this area in here
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we can go in uh to the calculators and
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do the aerial measurement
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um and what we’ve got here is
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I’m going to clear all the areas here so
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we have our potential area here that we
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want to take a look at so one area that
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I’m going to be looking at here is
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um and I’m going to go back to the
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client record real quick so when we
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reset reset the custom fields that pulls
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in the new custom Fields here so now
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that we’ve got all three uh we’re going
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to go in and measure the driveway square
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footage and the turf square footage so
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I’m going to go back to our calculator
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aerial measurements and go in inside
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copilot and start to drive out the
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ability to measure this property now
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this property here uh is a little bit
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different so I want to kind of show you
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some of the functionality of this so
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what we have is area here here
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um and that is our first area so we’re
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going to click in here and add our
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second area
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and drive that down
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and now we’ve covered that area so we’ve
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got 2 900 square feet in the yellow and
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we’ve got uh 5564 now you can also go in
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um and change those colors so everything
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is in that same yellow color as well
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here and be able to update those areas
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but the idea is we’ve got two areas now
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and they’re measuring up for 85.09 now
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what if we had a mulch bed per se in the
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middle of this lawn area or a pool we
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could go in and label this area the pool
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area or beds
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and maybe we didn’t want to include for
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this fictitious bed in the middle of
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the property
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so right now it’s adding up those areas
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here
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total but really what we want to do is
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subtract that area that bed or that area
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we don’t want included so if we’re doing
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parking lots or large areas where
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landscape beds or pools we can go in and
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subtract that area here and then that’s
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going to go in
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and this is going to be subtract from
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area and that’s going to give us the
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ability to go in and subtract from
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different areas as well so those are
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some of the functionality pieces in here
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within the system so let’s say we’ve got
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this 8509 here we’ll get rid of the bed
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just so uh there is no confusion there
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so we’ve got eight thousand uh sixty
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four
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the turf area so what we’d want to do is
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take the 80 80 60 go to the client
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record and put that in for the turf
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square footage and the next thing you’d
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want to do is maybe go to driveway
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square footage
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and go in and put this instead of
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building this is our driveway for
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plowing
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and what we’re going to do there is go
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in and
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add our driveway so we have multiple
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measurements and we can also go in and
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subtract from if that’s applicable in
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those so we’ve got our driveway now at
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us 1268.
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and we could put that in there at 12.68
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so uh main idea here is we want to be
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able to go in first thing on the client
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record we want to set up these custom
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fields
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before we do that we need to go in and
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go into resource custom Fields add a
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field
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and as you’re adding the field we’re
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going to select what it applies to we’re
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going to use some of naming convention
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hopefully for o1 say a customer to o1
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stands for customer O2 stands for
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employees we can put in red linear feet
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and the type would be decimal
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and we’d want to transferable and hit
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save once we set that up we’re going to
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go right back into copilot under
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calculus aerial measurements measure
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these folks up get the square footage
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and then hop back to your client page
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and add them in and save custom Fields
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um and then as we scroll down we have
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our save custom field which eventually
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will drive into our price matrices ones
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those those services are available
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so comments questions drop below
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Callahan’s corner you ask the questions
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we had some live right here on Facebook