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back to kellahan corner where you ask a
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question answer some live right here on
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Facebook got a User submitted question
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in uh one of the service autopilot user
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groups talking about going in and
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setting up discounts on a grid and
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actually having it show on the estimate
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itself um so I’m going to dive into the
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question here this question was asked by
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Ted uh we create a dollar amount
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discount for specific uh services using
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a percentage Buton on the right hand
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side of the estimate Builder the
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estimate client sees um now shows the
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discounted price is there a way to have
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the estimate show the original price
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than the discounted amount thereafter we
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want them to see what they would
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normally play and the discount they are
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receiving is there a way to show the
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discount in the same line item on the
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estimate
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form um and he has some other questions
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regarding that of ways he could possibly
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do it what I’m going to recommend is for
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Ted to go down to the foundational parts
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to actually uh build this out so what
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I’m gonna do is go in in normal fashion
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to Callahan Corner open this up for Ted
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um and actually just let them see how to
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do it so the first thing you want to do
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is go into our gear icon here and go
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into discount so first place we’re going
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to go in looks like Ted’s got this set
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up but if you’re watching this for the
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first time ever uh we need to go in and
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add a discount so I’m going to go in and
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put this our Facebook
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live discount uh could be a prepaid
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discount could be a ton of different
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discounts but whatever that discount is
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uh we’re going to put that in for
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today’s example we’re going to make this
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the Facebook live discount um and I’m
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going to make this a
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10.5% uh discount very similar to one we
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just did for deep dive earlier this week
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and our account uh we’re going to put
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that in as
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uh we’re just going to put this
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accounting and we’ll class that out for
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the summer months once we have that
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discount set up uh we’ve got a discount
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that can be set up so what we’re going
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to do is go into our templates here and
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I’m going to grab a pre-built template
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probably should have done this uh before
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the Facebook live but we’re going to go
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in and grab one here that looks
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like we may have one
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for Holiday
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Lights All right so this will work so
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let’s say we have a prepaid discount of
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10 a half% for Holiday Lights uh I don’t
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necessarily recommend prepaid discounts
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but uh if you’re going to do some kind
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of discount uh this is how you would set
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it up so what we would do is go into the
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job estimate template here and go to the
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left just like Ted talked about but
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we’re going to go in and grab the
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percentage icon we’re going to select
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the Facebook live discount that’s 10 and
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a half% and we can put an expiration
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date for today’s conversation we
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won’t uh once again we’re selecting
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these discounts we just did this with a
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current client uh doing an actual CRM
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setup with service autopilot to be
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actual set this up so this was actually
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uh
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pretty uh recent of what we just did
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with a client so now that we’ve got the
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discount set
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appropriately on the actual job estimate
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template we can see the Green version
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here uh we may in this example want to
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double this up and actually show the
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prepaid discount versus the actual non-
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discount but this does not actually that
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would not answer Ted’s question uh but
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for best practice if you want you can
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actually show uh the discount here so if
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we go
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in 15 linear feet of um C9 bulbs it is
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755 with the discount it comes out to
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654 so if we did the same exact holiday
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like demo here and added the package um
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this is one way of displaying it not the
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way the Tad asked but I’m going to show
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you what that would look like so if we
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had the same 150 linear feet of C9 for
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Holiday Lights uh the consumer could
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definitely see at a very easy level that
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the discounted price is 6 6757 three uh
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we got 7 and a half man hours between
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setup and takedown it’s cost you 600 and
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profit margin is 11.2 now obviously in a
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real scenario we want to see that
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upwards about 80 to 85% net um and what
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we’ve got here is the same exact example
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here uh but Ted would be able to show
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them very simply what the discount is
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compared to each package and they need
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select the discounted or non- prepaid um
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discount prepaid or non- discount prepay
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so that’s how we would tackle that on
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one level but to answer Ted’s question
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directly uh we set out the discounts
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here and I’m going to hit save and close
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now one thing we need to do before we
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set this up for Ted is go into the gear
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icon estimate grids so this is going to
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be go in gear icon estimate grids we
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need to set up the display to show the
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granular area that Ted wants to see so
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what we’re going to do is go in and call
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this our
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uh Ted example if you don’t know Ted Ted
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also goes by the name of baby boss so
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just a stud uh but we’re going to do is
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set this up for Ted here um so we’re
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going to add in the estimate description
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traditionally remove service invoice uh
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drag this bad boy
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over and in Ted’s example I would
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probably get rid of the rate in quantity
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uh and what we’ve got here subtotal
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sales tax total total uh one thing that
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is not highlight by default is Show
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discount so that’s what we’re going to
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do to show Ted’s example so that should
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do it here and this is the uh
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0000 Z Ted example all right we’re going
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to hit save then we’re going to go to
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our estimate document here I’ve got one
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right here so this one is our Misfits
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estimate example and we’re going to go
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in and I’m going to refresh this to pull
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in the new area so hopefully we can get
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that new area so we’re going to go into
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our Dynamic content and we got Ted’s
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example here so this is where the price
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is going to be displayed for the
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discount and we’re going to go in and
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hit
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save and
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close
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yes and just so I don’t forget we have
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the template we just worked on for
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Holiday Light demo I am going to connect
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that now
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to if it’s estimate demo so we’ve
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connected that in with the grid now that
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we have this we are going to go in and
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see if we can’t make some magic happen
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here on Facebook so all we’re going to
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do first thing is we’re going to add in
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a
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lead first name last
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name type in our
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address
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and determine that we would put our
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email in
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there number in the cell phone field we
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want to go in and go into details
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commercial or
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residential and sales how’d you hear
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about us I heard you about from the
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Every Door Direct mailing with the
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picture all right now that we’ve got
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that lead in there it’s time to work a
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little magic on this grid for Ted
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here traditionally we are going to go
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into
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the gear
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icon and go to our holiday lights
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form and plug that in and put in the
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linear feet of roof line now full
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transparency I don’t know if this is a
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custom field we’re working with but
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let’s just put
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uh 225 linear
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feet and one wreath you submit that now
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with that working in the way we’ve built
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this out we would now hit and add an
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estimate so Ted is actually on site he’s
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measured that roof liner online he’s
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going to go to templates and
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grab is template of holiday light
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demo and look at that so we’ve got our
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150 linear feet for 755 and we’ve got
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our discount here uh so this is the one
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we would want to show so we’re hit the
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checkbox here go up to the upper header
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and hit quote scroll down and hit save
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probably if we’re just getting used to
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system want to do a preview to make sure
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this works and then we’ll email it out
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and I’ll show you what the live copy
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could look
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like all
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right this is what Ted’s looking for
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Holiday Light demo installation C9
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removal 775 discount of 7928 and the
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grand total uh so Ted that’s how you
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handle that adding a discount we want to
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get the appropriate Grid in there uh
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like I said the other way of of
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potentially tackling this here as we
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went side to
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side um I would suggest not putting a
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total in the bottom we could show them
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based on the 750 the 650 675 versus 755
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it’s going to clearly show the prepaid
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discount or the non- discount that way
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as well so that’s a way to do both back
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toback that would be my recommendation
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but based on Ted’s uh question this is
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how we’d want to do it um get that grid
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and set that up and once again that grid
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um in Ted’s example is pulling in the
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discounts
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here on here um and then if you want it
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to be really stealthy with it if it was
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a prepaid discount or
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early sign
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up you can actually type it in there so
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once again Kellan corner you ask
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questions we answer them live right here
9:50
on Facebook answering your questions
9:52
around CRM setup job costing automations
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uh if you have any questions you like to
9:57
see how we can help you uh make sure you
9:59
hit sgsc call.com to book a free
10:02
consultation for 30 to 40 minutes with
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one of our seven figure business experts
10:06
where simple growth is your trusted
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advisor for all things automations CRM
10:11
setup and coaching scaling to seven
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figures and then eight figures and
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Beyond so Kellan corner you ask a
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questions answer some live right here
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Facebook answering Ted’s question live
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from Facebook how to go out and provide
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estimate grids and provide that on the
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estimate and two different options for
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best practice we’ll see you again in K
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hands corner