Video Transcript

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the uh edition of Callahan’s Corner we
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asked the questions we had some live
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right here on Facebook had a User
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submitted group in the service autopilot
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users uh Facebook group about how can
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you possibly create an installment plan
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on an estimate document so uh most of
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the responses in the user group was that
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it was actually impossible and you
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couldn’t actually show an installment
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plan on a service autopilot estimate
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document where the client could go in
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and accept it sign
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um and it doesn’t show how much
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preservatives it actually shows the
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monthly installment and how many
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installments there are so I want to do
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is open up screen here usual fashion
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break this down over the next minute or
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two uh to answer the questions submitted
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yesterday
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so I’m gonna pop this open here
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and we are in service autopilot so in
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order these are the things you’re gonna
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need to do to actually show an
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installment plan on your service
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autopilot estimate document without
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showing the prices of all the services
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so first thing I’m going to do here is
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go to the gear icon
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um and every place we go here throughout
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this video is going to be under the gear
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icon but we’re going to go to estimate
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settings and what we’re going to do is
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go in here and set your amount of
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default number of settings so in this
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test instance I’ve got 12 but if you are
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doing your installment plan over eight
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installments that’s what you would do is
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you’re going to set up your installments
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and go in and hit save so this test
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account here we’ve got 12 monthly
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installments we’re going to show over a
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landscape maintenance project per set
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next step is we’re going to go to grid
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so once again that is going to be under
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gear icon
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estimate grid so we want to actually
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be able to highlight the grid in a
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fashion that is not going to show the
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granularity of each service but an
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overall view of the installment so what
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I’m going to do is go in in this
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instance I would add the estimate
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description and remove
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all the other areas here now we may keep
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the quantity we’re going to drag this
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over but what we’ve got here is our
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estimate description in the quantity of
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visits and then we’re going to go in and
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probably pull off our subtotal tax and
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grand total so we’ve literally got the
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estimate description and the quantity of
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visits projected now you may not even
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have the quantity here you may just go
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in and actually list this in the
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estimate description it’s including uh
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your your weekly mowing during the
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season going to the winter season
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bi-weekly every three weeks shrub
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turning up to x amount of times bed
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maintenance but if you want to do list
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of quantity to show us more value you
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can do that so first up we’re going to
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go into estimate settings we’re going to
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set up our default installment second is
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we’re going to gear icon estimate grids
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and going estimate description with a
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possible quantity turning off all the
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rest of the granularity third piece to
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the puzzle here is we’re going in now to
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the gear icon estimate uh or the
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document editor creating an estimate
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document so this is a default document
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we’ve got in our test account
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main ideas we’d go in here click in and
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grab the new template or estimate grid
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we’ve made that’s considered Dynamic
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content uh name two different things but
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once again the same thing final part is
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under invoice details here
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we would probably add a couple areas and
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go in and put in your
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monthly payment
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details or something to that effect
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once you have that
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um you can literally go in and put
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number of
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installments
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once again this grid is not showing any
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of the service and possibly the quantity
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so I’ve got a number of installments and
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then what I’m going to do is go into
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merge tags and go in and find the
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installment
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mer tag
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so
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we’ve got here is we’re going to go in
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and put the number of installments
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and double click that in there so it’s
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going to merge in the number of
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installments is with margin 12.
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for
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uh with the monthly
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payment amen of
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once again we’d go into merge tags and
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find the actual
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um monthly installment amount so the
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number of installments and now the
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installment amount what it’s going to do
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is take the total amount that they’ve
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agreed to on the actual estimate and
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divide that out by 12 installments and
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actually show that as a monthly
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installment amount so uh us questions we
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had some Library here on Facebook
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Callahan’s Corner how to create monthly
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installments without showing the service
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granularity and have that merge directly
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into the estimate document for the click
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and sign the monthly installment amount
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so any comments questions drop below
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we’re here to answer your questions
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Callahan’s Corner us