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corner you ask questions live right here
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on Facebook had a User submitted
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question about what is the best practice
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to actually go out and update the
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budgeted time for job cost reporting on
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existing reoccurring jobs such as lawn
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mowing or home cleaning um in addition
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there was a secondary question of how do
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we go in and ensure if we’re using a
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subcontractor or a vendor to get them
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actually in the list to actually apply
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jobs to them so something we did in our
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company
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um Callahan’s lawn care we actually had
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several uh subcontractors have the
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ability to log in and out of the mobile
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to basically expedite their hourly
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billing and be able to get the
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information in the system uh to be able
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to pay them on a weekly basis so uh
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we’re gonna open up the screen here in
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common fashion as we do here and show
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you
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um
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basically what we’ve got here so what
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we’ve got here is a test account
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um and the first question is what is the
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best practice to go in and update the
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budgeted hours on a job uh year after
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year if you don’t have the right numbers
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in there or you’ve changed your hourly
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goals if we went from 80 to 85 now we
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need to update those budget hours to
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reflect that
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um hourly goal so first thing we do is
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we’re going to go in here and I’m going
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to go into a one-time lawn mowing but
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this would be a reoccurring mowing uh
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but same idea here so right now
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currently we’ve got a mowing at thirty
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dollars here and budgeted hours is 0.4
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man hour so the first thing you want to
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be aware of is budgeted hours is based
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on only one person on the crew one the
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crew is dispatched it will divide by how
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many people are on the crew and give you
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the appropriate hour so if that was
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dispatched it was a two-person crew
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um it would make that point two man
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hours budgeted so we want to do is be
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able to go into gear icon edit budgeted
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override this is what we want to do on
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every job
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at least once a year or if you haven’t
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updated your budgeted hours and you’ve
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gone through some job costing and
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financial work with the simple growth
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team this is what we recommend doing on
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previous stuff before we worked with you
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something comes up at least once or
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twice a week where people ask this
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question so I’m going to go in gear icon
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edit budget override hours on its
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existing Mower on on this existing
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mowing let’s say I want 85 dollars an
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hour so I’m going to click down and
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that’s going to take the 0.4 and I’ll
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make it 0.35 so I’m going to click that
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and then that applies it right here
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and I would go down and hit save now if
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this is a reoccurring job the upcoming
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jobs would be here and all the new
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upcoming jobs would be based on a new
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0.35 so once again we want to go into
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every job that’s reoccurring moving
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forward or the new hourly rates or if
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you haven’t updated these and you’ve
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kind of guessed edit budgeted overhead
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hours we plug in the dollar amount 85
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bucks an hour we click down and we’re
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going to hit .35 and that applies to
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0.35 here and we’d hit save so now
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moving forward we have accurate budget
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all our jobs based on our hourly goal
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second question that was asked how do we
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actually go out and set a vendor up in
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the system
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to be able to have them log in and out
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of the mobile or maybe you have a
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temporary work solution where you’ve
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hired a secondary business for temporary
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work and you have one of these temporary
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workers working on your team so want to
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set them up here as a vendor so we go in
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and under the team vendors I’ve got Al’s
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maintenance here as a vendor in my test
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account so what we’re going to do here
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is there’s certain settings we need for
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this to work so we’re going to go into
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user settings and we’re going to show
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account selection list calendar list and
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field clock they’re not a full essay
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user they’re running around with one of
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our crews or if it was a subcontractor
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and they’re using it they could be a
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mobile user only to be able to have them
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clock in and other jobs as we did for
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some of the hourly cleanups we subbed
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out uh that allowed for quicker billing
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and quicker payment to the subcontractor
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so the next thing is once we set this up
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the first two selections have to be set
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for this to work under details vendor
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type so this is where it doesn’t show up
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unless you set this up we need to go in
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and actually set them up as a contractor
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once we hit save now we’d also need a
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resource code
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once we go to our scheduling dispatch
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jobs then then we do have a selection
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here under assigned teams uh our L’s
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maintenance is here as an assignable
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resource to pull in
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and when we go into team teams which is
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our cruise we can go in
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and when we go under assignments we can
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add the resource the Al’s maintenance
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right here as a subcontractors available
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inside service autopilot so those are
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the two big questions we’re hearing a
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lot about as people are using temporary
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labors Solutions right now in the spring
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to get through the heavy wet season and
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not carrying somebody the whole year as
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an overhead uh so that’s how we get them
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in and we also want to make sure we have
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accurate job costing so in order to have
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accurate job costing uh we need to have
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accurate budgeted hours so that’s how
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you go and update those as well so any
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other questions feel free to drop them
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as a private message or an email where
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