Video Transcript

0:00
were you ask a question to answer live
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right here on Facebook got a question
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submitted here uh by Gerardo in the
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service autopilot’s Misfits group um
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first of all I want to congratulate Eric
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who uh manages that group breaking a
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thousand members great place to provide
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value and help members using service
0:16
autopilot and other business questions
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so happy to answer this question here
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and um help out a member of The Misfits
0:23
group um uh Gerard I want to know could
0:26
someone give me Insight or steps into
0:27
making an estimate template it seems I
0:29
have to make everything which isn’t a
0:31
big deal but trying to figure out it
0:33
trying to figure it out is beyond me
0:35
look up videos and topics but can’t seem
0:37
to figure it out thanks Gerardo so great
0:39
question uh we’re gonna break this down
0:41
live as we normally do here
0:43
uh for you so first I’m going to do is
0:46
open up my screen and uh go in and
0:49
actually show you how to create an
0:51
estimate template uh before we actually
0:53
go dive into the template though there
0:55
are some key things that we probably uh
0:57
want to understand in setting up the
0:59
system so I’m guessing um uh Gerardo
1:01
that had this question is like I’ve got
1:02
a lot of these elements but how do they
1:04
actually work together uh so as you’re
1:06
going in and making an estimate document
1:08
inside service autopilot there’s a
1:10
couple key things we want to look at uh
1:12
one is an estimate signature
1:15
similar to a DocuSign no extra price on
1:17
that the actual estimate document how to
1:19
get the pricing to actually merge into
1:21
the document and if we’re emailing out
1:23
the estimate how to get the estimate
1:25
email and acceptance email all tied into
1:27
that estimate document or template as
1:29
he’s talking about the question so I’m
1:31
going to open this up here
1:32
um and drive this literally from stem to
1:34
stern to the pieces that you need before
1:36
you actually make the estimate document
1:38
then we’ll bring all those pieces
1:39
together with best practice and as an
1:41
added bonus here if you got some time
1:42
I’m going to show you actually embed
1:43
videos to play live inside your
1:46
um
1:47
estimates to overcome any sales or Price
1:49
objection and create basically a 24 7 uh
1:52
sales person so you can actually send
1:53
these estimates and we can address any
1:55
sales or Price objections up front and
1:57
create more perceived value on the
1:59
estimate so before we dive in and
2:01
actually create this estimate uh we want
2:03
to go in and actually create
2:06
a job estimate template now this is uh
2:09
going in and we’re going to go under job
2:11
estimate templates and service autopilot
2:13
here if you have a comments or questions
2:14
feel to feel free to drop them in the
2:16
comments here as well what we’re going
2:18
to do is going to add a template
2:20
and what this template is going to do is
2:23
going to be associated with the estimate
2:25
document in the email on the front and
2:26
the back end of it so what we’re going
2:28
to do here is we’re going to do our
2:33
actually we’ll enable this our Misfits
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Facebook live template
2:40
and we’re going to go in and Tackle in
2:42
uh both jobs or estimates I’m going to
2:45
tackle into both and what that’s going
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to do is go in and actually
2:48
um give the ability to tie this into an
2:50
estimate document here so we’re going to
2:52
go in and actually grab
2:54
uh an estimate document here and this is
2:57
the part that when we make this is how
2:59
we connect it all so I’m going to show
3:00
you how to make the estimate document
3:01
but I wanted to at least show you this
3:03
is where I think the piece of the person
3:05
that asked the question is probably a
3:06
little confused at so once we connect
3:09
that there in the estimate template and
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we would load in all our services we
3:13
have a template to go from
3:15
um all this stuff loads in so we’re
3:16
going to take this piece and have that
3:19
connected and we need this estimate
3:20
docket to make this actually work so I’m
3:22
going to leave that in a tab right there
3:23
just so I can kind of connect a DOT so
3:26
when we go to build an estimate document
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we’ve actually got three pieces we’ve
3:30
got the email the estimate document and
3:32
the acceptance email so once again we’re
3:35
going in under the gear icon and we’re
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going to go under documents so the first
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thing we want to do is probably make out
3:42
the estimate document or the estimate
3:44
email so we’re going to do is go in and
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make this a client email
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and this would be our
3:55
Misfits
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estimate email
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complete with some typos today but we’ll
4:03
fix those up and we’re going to go in
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your this is our email subject line
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estimate
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uh so it could be your estimate
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um so we go in as we’ve got that’s our
4:19
last line of email sub your clients
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we’re going to hit save and that’s going
4:22
to open up our email document so this is
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how we’re going to send out the estimate
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template that I’m going to show you how
4:26
to make here in a minute
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um so what we’re going to do is we’re
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going to go in and actually just use a
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blank template this is going to be a
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breakdown of how uh the estimate
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document the estimate emails are
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actually going to work inside service
4:37
auto pile so it’s a drag and drop
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Builder we’re going to go in and
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probably
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drag this out here and we can
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go in and then we’re going to go in and
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just drag one more up top so first in
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the content area I’m going to go in and
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drag an image if we want that logo and
5:02
then we’re going to go in and grab some
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content and actually I’m going to
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probably grab
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that and drag that over here you can
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kind of see this block here that’s how
5:12
it sits so if we scroll in and click
5:14
into that we can actually delete that
5:15
block and then the content here is
5:17
actually going to be
5:19
a text block so what we’re going to do
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is first of all go in and upload some
5:23
pictures if you’ve got them in here
5:25
I’m going to go in and grab a logo so
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I’m going to use the one from Callahan’s
5:30
Lawn Care my lawn care company that I
5:32
previously had had and we’re going to go
5:34
in and go in and
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put beer
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and then you use the ad symbol and if we
5:43
went into
5:45
start typing client name that would
5:47
actually put client first name now if
5:49
we’re unsure of what those merge fields
5:51
are we can go into merge tags and find
5:53
them here but that’s a shortcut if we
5:54
eat the at symbol so we’re going to go
5:56
in
5:58
foreign
6:03
below to view your estimate obviously
6:09
you’d want to add some more in there
6:10
I’ll give you some best practice but I
6:11
want to show you really on the Fly
6:12
making this how this would work
6:14
um and then we’re going to go in and put
6:16
at and this is going to be
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I believe it’s actually quote link not
6:20
estimate link
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and it may not be so let’s take a look
6:24
here this is how you’d find it on your
6:26
own we go to merge tags
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and
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it is estimate link
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and that’s going to put quote Link in
6:38
there
6:40
and we can go in and uh probably
6:42
eventually put a footer in here so we’d
6:44
go in and grab
6:46
um
6:48
company name company logo but we’d want
6:51
to go in and grab all these merge fields
6:53
and that’s going to be best practice
6:54
because as we build this out
6:57
um we want to be able to if we ever
6:59
change our name phone number email that
7:01
is the things we want to be able to do
7:02
so once we have that we’re going to hit
7:04
save and this is obviously a base
7:05
example the big thing here is we want
7:07
quote link
7:08
so I’m gonna hit save and close that’s
7:09
the first email that we need we’re going
7:12
to build the second email which is our
7:13
acceptance email because you need both
7:15
of those to connect it to your estimate
7:17
document so we’re going to add another
7:18
document
7:19
and this is going to be a client email
7:21
this is our
7:22
Misfits uh
7:25
acceptance and I’ll show you the actual
7:27
emails or an example of something we
7:29
used in my exact company this would be
7:32
email subject line again thank you for
7:37
accepting
7:39
uh
7:41
oh
7:49
and once again drag and drop Builder we
7:51
can go in use the template here and we
7:54
can drag in a couple rows
7:58
and I’m going to show you here in a
7:59
second what we actually used in my
8:00
company but I want to show you for the
8:02
question how to actually build this out
8:04
so we’re going to go in and grab that
8:06
logo again and grab some content uh if
8:10
you’re thinking about putting video in
8:11
your emails you cannot put any videos in
8:14
the email to play live you can put an
8:16
image that links back to a video to land
8:18
a landing page
8:20
um
8:21
and I’m going to show you how to get
8:23
those videos in there
8:26
thank you for accepting
8:37
quote we will
8:40
call you
8:43
schedule
8:50
so the idea is we’d put something in
8:51
here we’d obviously put a footer in
8:53
there but now we’ve got a email sent an
8:55
acceptance email we’ve got the two
8:57
pieces we need to actually build an
8:58
estimate document so those are the two
9:00
main things that we need to get going
9:01
here before we build this um we also
9:03
have a template we built and I’m going
9:05
to kind of connect the dots how that all
9:06
goes together here in a second
9:10
somehow
9:12
Okay so we’ve got a email that goes out
9:15
um to send it and now we’ve got an email
9:17
for acceptance so now what we do is we
9:18
build the estimate document right here
9:20
so this is where Gerardo probably had a
9:22
question so this is going to be we’re
9:23
going to call this our uh Misfits
9:27
estimate
9:30
document
9:32
just join us want to give Eric the crew
9:34
over there at sa Misfits group breaking
9:36
a thousand users here so pretty cool
9:38
stuff what we’re going to do is go in
9:40
the estimate email now we’re going to go
9:41
and connect that to the uh The Misfits
9:46
estimate email oh
9:51
Maybe
9:53
all right so ask him an email
10:00
and our confirmation email so that sends
10:04
it and then once they accept it that’s
10:05
it so we wanted to build those two
10:07
emails before we build the estimate
10:08
document so we’re going to hit save we
10:10
can include a PDF by default
10:13
and drive that through the process so
10:15
this is once again going to be a blank
10:16
document and like I said here in a
10:18
second I’ll show you how we we built it
10:20
out in my company but I’m going to show
10:21
you just an example of what you can do
10:24
um
10:27
that features in here
10:29
so we’ve gone in now and we’re going to
10:31
build this drag and drop Builder
10:33
uh once again we can go into content we
10:35
can drag that image over there browse we
10:37
can put our logo
10:42
so we’ve got the simple growth logo
10:43
content wise we’re probably going to
10:45
drag over
10:47
some text
10:55
made the process simple
10:59
please
11:03
possible
11:05
these select
11:10
your services below
11:17
obviously we’d want to make that a
11:18
little bit more advanced but I’m just
11:21
kind of going to give you the idea of
11:22
how we can break this in here so we’re
11:24
going to go in and probably Drive some
11:25
content in here as well
11:28
so we have text in here we’re gonna have
11:31
some text in here
11:32
and uh
11:36
step one
11:43
select your
11:46
services
11:51
do
11:56
and sign at the bottom
12:02
obviously you want to make this a little
12:03
more professional but you kind of get
12:04
the idea here so uh if I’m going in here
12:07
I’d probably click in here I’d grab my
12:09
columns
12:13
here and I’m going to select my color
12:16
so I would recommend matching those up
12:18
so I have the simple growth colors in
12:19
here
12:20
and
12:26
grab that color right there
12:29
and once we’ve got that we’ve got the
12:32
ability almost like a word or Google doc
12:33
here we can go in
12:35
and bump that up
12:43
and depending how it looks
12:45
you may want to even play with the color
12:47
of the number the lettering
12:50
so obviously this is kind of up to
12:52
graphic designs I’m not going to give
12:54
you a lesson on that but this is we want
12:57
to make sure these fonts are equal and
13:00
probably bold but this is some of the
13:03
options that we would be building out if
13:04
we did it for you next thing is we’re
13:06
going to go in a rows we’re going to
13:08
drop a additional roll here and probably
13:10
another roll here at bare minimum uh
13:12
this one right here is going to be
13:14
content-wise is dynamic content that’s
13:17
what the price is actually in display so
13:18
that’s one of the biggest questions that
13:19
Gerardo probably had so if you’re in
13:22
essay
13:23
um
13:24
I probably should have thought about
13:25
this as well under the gear icon this is
13:28
where Dynamic content lives bit
13:30
confusing to be honest with you it’s
13:31
really not um called Dynamic content it
13:34
is called an estimate grid so when we’re
13:37
in our academic grid this is the format
13:40
that that price is going to populate in
13:42
here so we’d go in and create our
13:45
Misfits grid
13:52
and I’m going to probably go in and make
13:54
this um estimate description
13:57
drag that over here and I’m going to get
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rid of the quantity and I’m going to get
14:02
right over it right and I’m going to get
14:04
rid of these guys here as well so
14:06
there’s no sticker shock that’s how
14:08
we’re driving it
14:10
and then once we have that set we’re in
14:12
our estimate dock if we click in
14:14
and grab our Misfits grid
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and we’re gonna have to save that and
14:21
come back out to make sure we get the
14:22
right grid
14:24
but the idea is you’ve got to be able to
14:26
have that grid so you want your emails
14:28
set in your estimate grid set before you
14:31
actually do this unlike what I just did
14:33
here but if you’re doing it you run
14:36
across it this is how you
14:38
you do it so I’ve got our Misfit
14:40
estimate document we’re going to hit
14:42
edit and now we’re going to grab our
14:43
Dynamic content to actually build out
14:45
this estimate piece here
14:48
and this is this can be tricky so this
14:51
is where a lot of times simple growth
14:53
will come in and just help people build
14:54
this out so we’ve got our Misfits grid
14:56
right there if you’re editing this
14:59
document the master document only we
15:00
want to make sure that we go in and
15:03
um
15:04
research reinsert that Dynamic Grid or
15:06
estimate grid every time we added the
15:08
master document or it will probably not
15:12
uh show your pricing it’ll be a line of
15:14
code so this would be our terms
15:17
uh conditions
15:21
and what I would recommend obviously
15:22
you’d fill that in with your information
15:27
and then there’s some cool things in
15:29
here so if we went in and grabbed two
15:30
other rolls we could go in and drag some
15:33
content so we’re going to drag a button
15:35
over here
15:37
just give you an idea of the things you
15:38
can do
15:40
call now
15:42
and this guy here is going to be
15:45
text
15:47
now so we’re behind that we can go in on
15:50
the button we’re going to make an SMS
15:51
which is text messaging and this guy
15:54
here is going to be making a phone call
15:55
so that could be all live on a mobile
15:57
best practice let’s make it easy for
15:59
folks so we’re going to go in and drag
16:01
another row in here
16:04
we can insert some videos possibly so
16:07
let’s go in and drag a video here
16:09
so content we’re going to drag some HTML
16:11
code in here
16:13
and here
16:14
get to that in a minute and then the
16:16
last thing here you probably want to do
16:18
is add some text
16:20
here this is where you would add your
16:21
footer
16:25
with
16:29
business info
16:33
once again that would be at
16:44
foreign
16:46
we’ve got a lot of things in this test
16:48
account here but your company name
16:51
company address that would be the footer
16:53
final thing is here is we want to go in
16:55
and
16:57
put in the signature line
17:06
and that’s where they’re going to be
17:07
able to click to sign accept and
17:08
actually accept that so that is going to
17:10
be one of the things that you really
17:12
want to have in here to build that out
17:15
so now you’ve got all your pieces you
17:16
got your logo some instructions you got
17:18
your Dynamic content you got some
17:20
clickable buttons here
17:21
um I’m going to kind of lift the hood
17:22
how to work these HTML blocks here so if
17:25
we went into
17:27
um YouTube and you got some videos about
17:29
your lawn mowing fertilizing all the
17:31
different Services uh you would go in
17:33
grab your video here hit share and
17:35
there’s going to be an embed code
17:38
and you’re going to scroll down and hit
17:39
copy
17:40
and we’re gonna go back to your estimate
17:42
document and click in the block and go
17:45
to the to right here paste that in
17:47
that’s going to start bringing that in
17:49
so what you’re going to see is a width
17:50
and height here so the width
17:52
it’s a little bit high so let’s go
17:55
um 275 see what that looks like okay it
17:58
doesn’t look too bad and then we’re
17:59
gonna go height of 225 and that’s on the
18:02
right of the screen here so you can you
18:04
can continue to play with those but
18:06
literally
18:08
and then I would type in it’s going to
18:10
be the same video here just so I don’t
18:11
waste time in the video but you could
18:12
have two videos side by side there
18:16
um in there so that’s what we did in our
18:17
company uh we had the top six or seven
18:19
services and talked about what was
18:20
included what was included any sales or
18:22
Price objections we created a perceived
18:24
value but that’s really now that we have
18:26
this document here we hit save and close
18:29
you’ve got everything you need to go
18:31
into your estimate template so we would
18:33
go in now and go into our estimate
18:36
template and this is where we create
18:37
speed and simplicity we add all of our
18:39
services
18:41
here
18:42
so they load with pricing matrices
18:44
behind them hopefully
18:47
the final part is we got a description
18:48
we’re going into the estimate document
18:52
and we also want
18:56
so as we go in here
19:01
grab our Misfit estimate document
19:10
right there and then connected or S to
19:11
new email the estimate document we just
19:13
finished and the acceptance email and
19:15
we’re going to show when creating both
19:16
jobs and estimates so really the work is
19:18
we got to get that estimate grid field
19:19
dialed in so we have the estimate
19:21
document we can pull that in which would
19:23
be the same thing as our Dynamic content
19:24
we are estimate email as an acceptance
19:26
email and then we can pull that all
19:28
together when we make our estimate
19:29
document so those are all the key parts
19:31
that we would want to put together
19:33
for an estimate document and the final
19:35
thing here uh projecto is just really
19:37
we’d go in we’d add a lead in here and
19:39
this is what it looks like fully put
19:41
together so we’d go in and lay our load
19:45
our first name last name of the client
19:47
in here we’re going to use our friend
19:48
test tester and we’re going to type in
19:55
our address
19:57
so we should be able to use this
19:59
estimate document process that we just
20:00
put together to do live quotes over the
20:02
phone with speed and simplicity so we’re
20:04
just asking the client some questions uh
20:06
when’s the last time you hired a lawn
20:07
care professional how soon do you need
20:09
that service
20:11
um and is there anything you’re looking
20:12
for so we’re going to qualify them
20:14
and we’re going to make sure we get
20:15
their email address and now that
20:17
estimate document with template and
20:19
everything else we’ve just built is
20:21
going to be utilized here in a really
20:22
quick fashionable process so got all the
20:25
main information in here we want to fill
20:27
out the details and sales tab but not
20:28
applicable to this video we hit save now
20:31
we go and make a live estimate right
20:32
over the phone
20:36
so we’d go in
20:38
we would hit more
20:40
property measurements got some pricing
20:43
behind the scenes
20:47
and if this is something you’re not
20:48
looking to do yourself let us know here
20:50
at simple growth we have got over 10
20:53
people have owned multi-million dollar
20:54
companies and use this software at least
20:57
five or year five or more years so this
20:59
is uh something we do on a daily basis
21:00
to help members get up and running
21:03
um we double click that we are going to
21:05
go in and label that our turf square
21:07
footage color it and this is going to
21:09
drive right into the estimate question
21:10
template that he had
21:12
receives every time we pull this up we
21:14
know what area that we are actually
21:16
Servicing
21:17
and uh once the saves are going to go in
21:20
and grab our custom field you would
21:22
never have this many but in our test
21:23
account we’ve got a couple uh Pro tip
21:25
here is throw some emojis next to it
21:27
and hit save
21:29
and we’re good to go
21:32
so we go in and add an estimate and that
21:35
price for the long square footage is
21:37
just going to go in and drive into the
21:39
estimate document which I’m about to
21:40
preview for you that we either just
21:42
built but I’m actually probably going to
21:43
use the one of the ones that we used in
21:45
my company or a version of it just to
21:47
give you some best practice of all the
21:49
elements I put together in here so you
21:50
can see it live so we’re going to go to
21:52
templates and this is where it actually
21:53
comes together
21:54
right in this header we’re going to
21:56
click that template and that’s going to
21:57
pull that SM email estimate document
21:59
acceptance estimate and the grid that we
22:01
put together all together on this
22:03
template
22:05
so computers running a little bit slow
22:07
here let’s see if we can get this guy to
22:08
work
22:09
not let’s just refresh it and we’ll pull
22:11
that template up here
22:16
so as we’re waiting for this to reload
22:18
we really want to think about all the
22:20
pieces before we get to the end because
22:21
that is going to be the main thing here
22:25
so let’s see if we can just go in here
22:26
and pop in here maybe it’s the browser
22:29
all right so we’re in here
22:31
you’ve got it reloaded we’re gonna go
22:32
ahead add an estimate and we’re going to
22:35
select that template that we uh just
22:37
made or an example of that and show you
22:40
from the square footage that we just
22:42
measured uh on the maps Pro
22:46
inside the system we’re going to go in
22:48
and grab a template and this should
22:51
highlight 99 of the things that we
22:53
talked about here in the how-to video
22:54
but based on the square footage
22:56
fictitiously it’s 30 bucks a cut point
22:58
four man hours the cost of 14.75 or six
23:01
profit margin of fifty percent
23:02
fictitiously and if we wanted to charge
23:04
for drive time I could put any one in
23:06
there that’s going to come out to about
23:07
another eight dollars and change so now
23:09
the customer is going to see 38.9 cents
23:11
which she knows it should take long
23:13
on-site and drive time 0.56 man hours
23:16
with a projected profit margin of 45.7
23:18
so I’m going to click draft to quote
23:21
scroll down here and hit save and then
23:24
we’re going to send out that estimate
23:26
with the template we just showed you how
23:28
to build out with some additional
23:29
features that that we did not highlight
23:31
but I’ll give you some best practice on
23:33
here
23:34
so we’re going to hit email and we’re
23:37
going to send this to my email and I’ll
23:38
pull this up so you can finally see the
23:40
the final product and if you have any
23:42
comments or questions while I’m doing
23:43
that feel free to put it in the chat
23:44
here there is our templated email
23:47
with quote links some clickable buttons
23:49
as we talked about and we included a
23:51
lead letter these the five or six main
23:53
reasons why the business is different
23:55
and some customer testimonials so we’re
23:57
gonna hit send and I’m going to pop over
23:59
the other screen and grab my email
24:01
and walk through the actual estimate
24:03
document
24:04
um but he had a gentleman had a great
24:06
question but uh there’s there’s more
24:08
than one piece to it I think he felt
24:10
like he probably had all the pieces
24:12
um
24:13
but they weren’t connected and that is a
24:16
very very common problem people are
24:17
going to build these out so we want to
24:19
do in a very systematic process of
24:21
creating both estimate emails front and
24:23
back the estimate document and the
24:24
estimate grid which is now becoming the
24:26
dynamic content and
24:29
without any further delay here I’m going
24:31
to swing over
24:34
our email
24:35
so this is our finalized email that
24:38
we’re looking at here so we’re going to
24:40
click to view my proposal and
24:43
more of a polished look but I gave the
24:45
step-by-step directions here we’ve got
24:46
the logo estimate number date valid 2
24:50
code
24:51
billing and property information select
24:53
one step to service step two accept and
24:55
sign the screen so we’re going to go in
24:57
and click the lawn mowing
24:59
and scroll down
25:01
and wait for this to load we’ve got our
25:03
invoice details general contract terms
25:05
more clickable buttons and we’ve got
25:07
some videos that will now play live with
25:10
inside the actual estimate itself that
25:12
can be played um so that’s that HTML
25:14
code we talked about earlier in the
25:15
video so if you’re joining us late go
25:17
back to this video and watch those step
25:19
by steps uh if you’re in New York state
25:21
you got a link to MSD labels and things
25:23
like that
25:24
um that is a great way to not have to
25:26
include all the labels with a clickable
25:27
link to a website that hosts them we’re
25:29
going to go in and click to sign
25:31
with our mouse or our finger on a
25:34
iPad or phone and we’re going to print
25:37
our name
25:38
right here
25:41
and we’re going to scroll down and hit
25:43
accept now we’re going to get that
25:44
automated email that comes back in
25:47
for our client and we talked about how
25:49
to make that and now uh what we’re doing
25:52
is we’re gonna go back to this lead and
25:54
hopefully I will be not too fast and
25:56
catch it but it should have updated the
25:58
status right here and that little bubble
26:01
up here is telling me it’s a one
26:02
estimate so when I click in now
26:04
um and I’ll show you the last step here
26:05
for the estimate settings we’re going to
26:08
have a date time stamped IP address of
26:10
the signature information in the upper
26:11
right right here and under attachments
26:14
we’re going to click this here in the
26:16
exact estimate with just the service
26:17
they selected are in here
26:19
and we’re going to go in and now have
26:22
all included that estimate document that
26:24
the gentleman asked about is a signature
26:27
that can be printed out for collections
26:29
or contracts uh there so the final piece
26:32
is uh if you haven’t connected the Dots
26:34
here as far as the signature it’s not a
26:36
paid feature it’s included uh basically
26:38
it’s a DocuSign but if we go to estimate
26:41
settings under the gear icon it’s about
26:43
halfway down we want to enable
26:46
signature proposal and we need that
26:49
merge field to be able to do that here
26:50
so comments questions drop them below uh
26:53
Callahan’s corner you ask questions we
26:55
answer them live right here on Facebook
26:56
uh with a question from the service
26:59
autopilot Misfits group and
27:00
congratulations Eric and team over there
27:02
for breaking the Thousand member mark