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Welcome back to Callahan’s
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Welcome back to Callahan’s corner, Where are you asking
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corner, Where are you asking the questions we answer live
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the questions we answer live right here on Facebook so one
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right here on Facebook so one of the questions that was
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of the questions that was submitted this week was how do
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submitted this week was how do we go out and incorporate
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we go out and incorporate videos in our estimate
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videos in our estimate Documents inside Service
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Documents inside Service Autopilot well, there’s two
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Autopilot well, there’s two actually three different ways
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actually three different ways you can do that particularly to
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you can do that particularly to the question I would probably
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the question I would probably suggest two options that would
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suggest two options that would be best we can go in and edit
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be best we can go in and edit the actual document on the fly
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the actual document on the fly and insert the video or we can
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and insert the video or we can assert the video. A service
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assert the video. A service level and I’m gonna show you
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level and I’m gonna show you how to do both of those the
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how to do both of those the idea, though, is definitely not
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idea, though, is definitely not for a gateway service such as
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for a gateway service such as lawn mowing or cleaning or
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lawn mowing or cleaning or fertilization. the idea is this
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fertilization. the idea is this is a bigger job landscape
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is a bigger job landscape design build or probably I
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design build or probably I would say five to $6000 or more
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would say five to $6000 or more of a job or you’re actually out
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of a job or you’re actually out there physically estimating it
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there physically estimating it I would not recommend going out
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I would not recommend going out with your phone or camera and
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with your phone or camera and making a video for the
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making a video for the estimate, but no matter the
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estimate, but no matter the industry, lawn care or home
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industry, lawn care or home clean. This is very applicable
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clean. This is very applicable and this actually maybe an
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and this actually maybe an interesting play in the home
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interesting play in the home cleaning industry as well. I
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cleaning industry as well. I wanna say what’s up to. As
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wanna say what’s up to. As well, just crushing it in the
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well, just crushing it in the cleaning industry, one of our
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cleaning industry, one of our CDF members we’ve been working
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CDF members we’ve been working with but so the idea here is we
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with but so the idea here is we wanna be able to embed a video
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wanna be able to embed a video that can play live inside the
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that can play live inside the estimate document inside
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estimate document inside Service Autopilot so you’re
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Service Autopilot so you’re gonna do is I’m gonna open up
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gonna do is I’m gonna open up the screen and show you how
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the screen and show you how this can be done now the first
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this can be done now the first way I would probably recommend
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way I would probably recommend this is if you have a landscape
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this is if you have a landscape maintenance job such as lawn
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maintenance job such as lawn mower or fertilizing or weekly
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mower or fertilizing or weekly cleaning or top to bottom
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cleaning or top to bottom deluxe cleaning your home
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deluxe cleaning your home cleaning industry, I would
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cleaning industry, I would recommend putting it on. Level
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recommend putting it on. Level or by default, or in the
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or by default, or in the estimates document, but the
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estimates document, but the questions specifically was how
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questions specifically was how do I enter this in on the fly.
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do I enter this in on the fly. So what you’d wanna do is open
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So what you’d wanna do is open up your estimate document and
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up your estimate document and go to templates and we’re gonna
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go to templates and we’re gonna recommend is making one for
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recommend is making one for leads and clients cuz we can
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leads and clients cuz we can have significantly different
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have significantly different conversations based on where
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conversations based on where they’re at the customer life
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they’re at the customer life cycle, but I’m gonna go and see
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cycle, but I’m gonna go and see this person’s a lead and. just
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this person’s a lead and. just scroll down and I’m gonna use
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scroll down and I’m gonna use shrub. pruning is an example,
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shrub. pruning is an example, but this could be any service
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but this could be any service cleaning lawn care bill, it
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cleaning lawn care bill, it doesn’t matter. idea here is
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doesn’t matter. idea here is I’m gonna just put a price in
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I’m gonna just put a price in here of A hundred and 50 Bucks
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here of A hundred and 50 Bucks plus some some disposal fee but
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plus some some disposal fee but the job is a hundred and $81
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the job is a hundred and $81 and 33 cents point five hours
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and 33 cents point five hours in order to do the job so the
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in order to do the job so the way to do it on the service
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way to do it on the service level is we wanna click the top
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level is we wanna click the top little paper there there and
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little paper there there and got my predetermined
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got my predetermined description from the service.
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description from the service. so I’ve included what it
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so I’ve included what it includes what it doesn’t
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includes what it doesn’t include and I’ve got some
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include and I’ve got some special job notes, but if we
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special job notes, but if we can. And click the code view.
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can. And click the code view. We’re gonna get down to the
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We’re gonna get down to the last line and then we’re gonna
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last line and then we’re gonna go to Youtube. Traditionally
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go to Youtube. Traditionally you wanna make this video a
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you wanna make this video a private and when you see em bed
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private and when you see em bed coated only work on this and it
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coated only work on this and it won’t be visible to public.
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won’t be visible to public. There’s other third party apps
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There’s other third party apps and it won’t get into that
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and it won’t get into that actually load it right up to
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actually load it right up to their software server and you
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their software server and you can take the embed code there
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can take the embed code there that works as well. so what you
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that works as well. so what you wanna do is you wanna go to
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wanna do is you wanna go to share? and with you any of the
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share? and with you any of the major providers are gonna have
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major providers are gonna have this but you’d go in and hit
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this but you’d go in and hit copy you wanna grab this HTML
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copy you wanna grab this HTML code. We’re gonna go. View lead
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code. We’re gonna go. View lead and we’re simply just gonna
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and we’re simply just gonna paste it in there now. based on
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paste it in there now. based on what I know about Service
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what I know about Service Autopilot and what we’ve done
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Autopilot and what we’ve done in the past you may want to
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in the past you may want to play with the height with I’m
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play with the height with I’m gonna make this. the width 300.
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gonna make this. the width 300. I’m gonna make the height to
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I’m gonna make the height to 50. We’ll see what that looks
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50. We’ll see what that looks like but once you figure out
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like but once you figure out what it looks like you’ll know
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what it looks like you’ll know and then the idea is you don’t
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and then the idea is you don’t hit apply it. We want to code
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hit apply it. We want to code view and that will pull that
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view and that will pull that actually into the the
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actually into the the estimates. so that’s the.
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estimates. so that’s the. You’ve got to put it in the
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You’ve got to put it in the code view and click back out of
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code view and click back out of it for it to save it. now this
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it for it to save it. now this actually will play live right
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actually will play live right inside the estimate as a
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inside the estimate as a previous as you can see what
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previous as you can see what that looks like now, we’re
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that looks like now, we’re gonna hit apply that’s quoted
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gonna hit apply that’s quoted so we’re gonna save go down and
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so we’re gonna save go down and hit save Now if you don’t want
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hit save Now if you don’t want it on the service level, we can
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it on the service level, we can also put it on the estimate
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also put it on the estimate document itself. so that’s
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document itself. so that’s option number two. So that’s
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option number two. So that’s what you do. Scroll up here and
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what you do. Scroll up here and hit edit Now, this is only a
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hit edit Now, this is only a one -time edit. So what I’m
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one -time edit. So what I’m recommending and I’ll show you
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recommending and I’ll show you what I actually preview this
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what I actually preview this that Some pre-built videos that
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that Some pre-built videos that always come up out of the
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always come up out of the service, but this question is a
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service, but this question is a good question. It was really
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good question. It was really what if I were to have a really
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what if I were to have a really high end job and I wanna do a
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high end job and I wanna do a showcase with walking around my
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showcase with walking around my phone and making a video. So
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phone and making a video. So this is the estimate document
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this is the estimate document basically and if you are going
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basically and if you are going in the documentary, this is how
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in the documentary, this is how we built it for everybody, but
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we built it for everybody, but this is gonna allow you to
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this is gonna allow you to actually go in and customize
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actually go in and customize it. So maybe I wanna go in. And
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it. So maybe I wanna go in. And just add the HTML block here.
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just add the HTML block here. Same thing if I go right up
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Same thing if I go right up here. and paste. that HTML code
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here. and paste. that HTML code once again the copy.
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It in there and it doesn’t
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It in there and it doesn’t really appear to need to be
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really appear to need to be edited in there if you need to
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edited in there if you need to edit it if you scroll in here
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edit it if you scroll in here the heightened with. you can
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the heightened with. you can see my cursor right there is
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see my cursor right there is where you’d adjust that now for
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where you’d adjust that now for the full page, you’re probably
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the full page, you’re probably right so obviously we wouldn’t
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right so obviously we wouldn’t wanna post in both the service
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wanna post in both the service line and the estimate document,
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line and the estimate document, but we will do that. in
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but we will do that. in addition if you scroll down
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addition if you scroll down here, you’ll see for best
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here, you’ll see for best practice that I recommend is we
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practice that I recommend is we had our top six to nine
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had our top six to nine services built. Here so this is
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services built. Here so this is your 24 seven sales person. so
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your 24 seven sales person. so it’s standardized, including
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it’s standardized, including what’s included. what’s not
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what’s included. what’s not included in your satisfaction
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included in your satisfaction guarantee. We overcome any
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guarantee. We overcome any sales or price objections and
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sales or price objections and those will play live inside the
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those will play live inside the video. so that’s something that
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video. so that’s something that will play no matter the
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will play no matter the estimate but the idea is I’m
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estimate but the idea is I’m gonna show you the example
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gonna show you the example here. so I’m gonna save this.
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here. so I’m gonna save this. so this is a one -off video
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so this is a one -off video that we’ve created right here
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that we’ve created right here and then we have one the one
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and then we have one the one off video on the service level
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off video on the service level of shrub pruning, but now once
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of shrub pruning, but now once we have that we can close We’re
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we have that we can close We’re gonna hit save and now this is
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gonna hit save and now this is only safe for this estimates
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only safe for this estimates that video will be particular
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that video will be particular to that particular client. and
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to that particular client. and it looks like I closed out of
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it looks like I closed out of that by mistake. So let me open
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that by mistake. So let me open that up and I’ll actually email
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that up and I’ll actually email this to myself and then show
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this to myself and then show you what the consumer would
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you what the consumer would actually see in a live version
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actually see in a live version of this but this is you know
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of this but this is you know the nuts and bolts of it here
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the nuts and bolts of it here and that’s what you can do with
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and that’s what you can do with Service Autopilot with some
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Service Autopilot with some very easy manipulation and just
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very easy manipulation and just to remind you. On the level
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to remind you. On the level here as we hit that little icon
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here as we hit that little icon here, scroll down and it’s
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here, scroll down and it’s here, but that needs to be done
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here, but that needs to be done in the cold View. So we’re
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in the cold View. So we’re gonna show you both examples.
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gonna show you both examples. I’m gonna hit Email free
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I’m gonna hit Email free template emails gonna load up.
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template emails gonna load up. idea here Is you want a
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idea here Is you want a marketing context? That’s the
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marketing context? That’s the same what we did in my company
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same what we did in my company is we had some things here
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is we had some things here quote link and then we had two
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quote link and then we had two buttons, call us and text now
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buttons, call us and text now if they’re on the Mobile, they
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if they’re on the Mobile, they can hit it. We need to think
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can hit it. We need to think all our lead letter. These are
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all our lead letter. These are the five or six million reasons
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the five or six million reasons why we are different that our
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why we are different that our competitors and include some
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competitors and include some testimonials so this loads up
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testimonials so this loads up every time we hit send and I’m
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every time we hit send and I’m gonna hop over to the other
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gonna hop over to the other screen here in a second and.
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screen here in a second and. How this actually looks in on
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How this actually looks in on the service level the document
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the service level the document and then prebuilt videos that
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and then prebuilt videos that we’re just canned in that
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we’re just canned in that estimate as well. any comments
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estimate as well. any comments or questions so here in
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or questions so here in Callahan’s corner happy to
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Callahan’s corner happy to answer live or on the recorded
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answer live or on the recorded version but that has just
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version but that has just popped through here on my other
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popped through here on my other screen and I’m gonna pull it
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screen and I’m gonna pull it over just as we got the Email
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over just as we got the Email with the lead letter, they’re
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with the lead letter, they’re gonna click so I’m basically
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gonna click so I’m basically your consumer now. I’m gonna
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your consumer now. I’m gonna click view my proposal and now.
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click view my proposal and now. that basically that estimate
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that basically that estimate shows up so you’ve got step one
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shows up so you’ve got step one select services Step two
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select services Step two acceptance sign So this was the
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acceptance sign So this was the example of doing it actually on
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example of doing it actually on the job level so that you can
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the job level so that you can have multiple videos from your
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have multiple videos from your phone in the field outlining
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phone in the field outlining your estimate and service how
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your estimate and service how to do that or if you wanted to
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to do that or if you wanted to do it in the body of the
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do it in the body of the document when we went in and
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document when we went in and saved it went to edit and added
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saved it went to edit and added the HTML code. This was the
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the HTML code. This was the example, but they do in fact
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example, but they do in fact And play live right inside the
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And play live right inside the estimate what I would recommend
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estimate what I would recommend though on your normal services
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though on your normal services don’t make a particular video
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don’t make a particular video there. Yes, there is some value
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there. Yes, there is some value to it. That’s where you’re only
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to it. That’s where you’re only your higher-end services or
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your higher-end services or maybe you’re going to do a
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maybe you’re going to do a property inspection for
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property inspection for upsells. That’s the two plays
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upsells. That’s the two plays I’d recommend idea of
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I’d recommend idea of automation or automating and
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automation or automating and streamlining your estimate
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streamlining your estimate process is having a great
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process is having a great matrix. It kicks out a price
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matrix. It kicks out a price budget time and cost based on
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budget time and cost based on area linear link or number of
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area linear link or number of units what I would recommend,
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units what I would recommend, though is. Videos here and can
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though is. Videos here and can and have this load every time
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and have this load every time you do a service so if you’re
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you do a service so if you’re in lawn care your core services
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in lawn care your core services if you’re in home cleaning talk
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if you’re in home cleaning talk about the difference between a
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about the difference between a regular maintenance, clean your
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regular maintenance, clean your weekly or by week three or four
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weekly or by week three or four weeks, and then talk about the
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weeks, and then talk about the difference between the top to
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difference between the top to bottom deluxe that’s required
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bottom deluxe that’s required for your regular maintenance
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for your regular maintenance clean or a deep clean that is
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clean or a deep clean that is really important because most
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really important because most consumers don’t know that we’re
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consumers don’t know that we’re gonna be talking about things
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gonna be talking about things like we’re using a microfiber
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like we’re using a microfiber on the shades for the deep
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on the shades for the deep clean and they top to bottom
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clean and they top to bottom deluxe versus maybe. On a
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deluxe versus maybe. On a weekly same thing with Lawn
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weekly same thing with Lawn Care, we wanna be looking at
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Care, we wanna be looking at things like are we sticking are
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things like are we sticking are weed whacking? Are we blowing
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weed whacking? Are we blowing the grass away from the beds?
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the grass away from the beds? What is the process so break it
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What is the process so break it down in if there’s objections
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down in if there’s objections to the sale of the service that
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to the sale of the service that you usually have to overcome
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you usually have to overcome like hey, I’ve got kids and a
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like hey, I’ve got kids and a dog. I’m worried about the
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dog. I’m worried about the contractor closing the defense
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contractor closing the defense behind them address that
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behind them address that upfront create your
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upfront create your satisfaction guarantee All that
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satisfaction guarantee All that should be in these videos. So
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should be in these videos. So now you are shortening that
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now you are shortening that sale cycle and addressing those
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sale cycle and addressing those questions up. they are a little
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questions up. they are a little quirky. This is exactly right
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quirky. This is exactly right from my lawn care company here
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from my lawn care company here you can see they’re they’re
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you can see they’re they’re pretty dated hairline is still
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pretty dated hairline is still kinda kicking before it is now,
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kinda kicking before it is now, so these are things that are
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so these are things that are very successful in my business
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very successful in my business and I highly suggest that if
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and I highly suggest that if you’re comfortable or even not
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you’re comfortable or even not comfortable in front of the
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comfortable in front of the camera and make some of these
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camera and make some of these videos first draft is better
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videos first draft is better than no draft. So I’d recommend
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than no draft. So I’d recommend pre canning this at the bottom
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pre canning this at the bottom of the Doc when our new service
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of the Doc when our new service level and if you wanna
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level and if you wanna customize it with your Mobile
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customize it with your Mobile or camera based on a larger
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or camera based on a larger job, five or 6000. Then you
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job, five or 6000. Then you take those and then you got me
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take those and then you got me on the service line or in the
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on the service line or in the document on the fly when we go
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document on the fly when we go up and hit that Edit tab after
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up and hit that Edit tab after we save the estimate that’s
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we save the estimate that’s only save that one So comments
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only save that one So comments questions drop below Callahan’s
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questions drop below Callahan’s corner. You ask the questions
10:16
corner. You ask the questions we answered live right here on