Kouski Landscape Co.

Service Autopilot and

SimpleGrowth’s Expert Workflow

How To Videos for Reference

 

 

For additional Scheduling video on the calendar and dispatch calendar watch below (appointment based booking)
How to set up and access wall clock 

Entering a new lead into Service Autopilot when they contact your office:

Entering a new lead into Service Autopilot when they fill out a form on your website [automated entry, how to get embed code for your website]:

Lead source tracking

Customer referral tracking

Billing details

Gear icon

Creating a new estimate in Service Autopilot:

Sending an estimate in Service Autopilot:

Actions for “lost estimate” in Service Autopilot:

Actions for “won estimate” in Service Autopilot:

Scheduling a job after a “won estimate” in Service Autopilot:

Routing & Dispatching job off dispatch board in Service Autopilot:

 Dispatching  job off calendar in Service Autopilot:

 Dispatching  job off the dispatch calendar in Service Autopilot:

Closing jobs out (recording job times/details to get them ready to be invoiced)  in Service Autopilot:

Creating/sending invoices and collecting payments (cash, check, or credit cards) in Service Autopilot:

Additional Areas that should be explored for optimal use of Service Autopilot

How To Videos for Reference

 

 

Setting up sales/lead source tracking in Service Autopilot:

Setting up custom fields in Service Autopilot:

Setting up won/loss estimate reasons in Service Autopilot:

Setting up the wiki in Service Autopilot:

Email marketing blasts in Service Autopilot:

Request a Free Consult Time Below With Mike Callahan for other services offered: Compact List

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What SimpleGrowth Can Do For You

After over 20 years in the lawn care & snow removal industry, Mike Callahan created a turnkey solution that revolutionized his business and is now teaching the lessons he learned while growing his company. You do not have to reinvent the wheel with this proven system which will save you time and money, while allowing you to have a life outside your business. We have a turn key solutions for lawn care and home cleaning companies. Our done for you systems are complete with fully customizable marketing and we can have your automations running in as little as 14 days!