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Welcome back to Callahan’s
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Welcome back to Callahan’s corner, where you ask a
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corner, where you ask a question to answer them live
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question to answer them live right here on Facebook. so this
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right here on Facebook. so this question is directly out of the
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question is directly out of the service Autopilot users group
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service Autopilot users group so this is applicable to
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so this is applicable to whether you use service
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whether you use service autopilot or another platform
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autopilot or another platform um for scheduling and billing,
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um for scheduling and billing, but I’m gonna actually show you
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but I’m gonna actually show you how to break this out in
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how to break this out in service Autopilot, but the
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service Autopilot, but the first part of the video really
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first part of the video really is going to be software
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is going to be software independent. uh so the question
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independent. uh so the question was how do I go out and
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was how do I go out and standardize the estimating for
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standardize the estimating for shrub trimming in my lawn care
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shrub trimming in my lawn care and landscape business. This is
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and landscape business. This is something that we did at my
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something that we did at my lawn care company Callahan’s um
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lawn care company Callahan’s um probably. Nine and 10 years
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probably. Nine and 10 years ago, but uh the idea of this is
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ago, but uh the idea of this is we want to be able to go in and
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we want to be able to go in and set up a standardization so we
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set up a standardization so we can go in and measure uh how
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can go in and measure uh how many shrubs we had or count how
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many shrubs we had or count how many shrubs based on size,
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many shrubs based on size, small, medium and large shrubs
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small, medium and large shrubs and hedges with or without a
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and hedges with or without a ladder and depending for doing
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ladder and depending for doing all three sides, the hedge or
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all three sides, the hedge or just the top and the side. So
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just the top and the side. So uh this is something that the
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uh this is something that the gentleman that ran Callahan’s
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gentleman that ran Callahan’s lawn care had never done uh as
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lawn care had never done uh as far as trimming shrubs and
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far as trimming shrubs and within about a week and a half
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within about a week and a half he was proficient in his
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he was proficient in his estimates were within a few
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estimates were within a few dollars of mind having over 20
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dollars of mind having over 20 years of experience. So what I
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years of experience. So what I wanna do is just. Uh example,
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wanna do is just. Uh example, I’m gonna flip the screen and
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I’m gonna flip the screen and open it up and show you how we
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open it up and show you how we actually build this out and uh
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actually build this out and uh give you a kind of a road map
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give you a kind of a road map or as I like to call it a
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or as I like to call it a blueprint for success um and
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blueprint for success um and then tomorrow we are gonna be
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then tomorrow we are gonna be going over with a fully
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going over with a fully automated service business
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automated service business looks like as well offered
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looks like as well offered tomorrow’s Callahan’s corner.
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tomorrow’s Callahan’s corner. so right here. I’m gonna drop
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so right here. I’m gonna drop this down if you haven’t seen
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this down if you haven’t seen this before this is the simple
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this before this is the simple growth blueprint here and the
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growth blueprint here and the simple growth blueprint
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simple growth blueprint literally is our blueprint to
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literally is our blueprint to build the services. Go to
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build the services. Go to small, medium and large shrubs
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small, medium and large shrubs here so I’m gonna try to be
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here so I’m gonna try to be looking at the screen to make
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looking at the screen to make sure my picture here is not
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sure my picture here is not overlapping the actual uh view
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overlapping the actual uh view here um but I told my picture
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here um but I told my picture of the audio will leave so
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of the audio will leave so that’s why we got it open here
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that’s why we got it open here but the idea is that some of
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but the idea is that some of our blueprint as we’re going to
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our blueprint as we’re going to blueprint it here and then
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blueprint it here and then build it in the service,
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build it in the service, Autopilot or whatever other
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Autopilot or whatever other software you’re using. so our
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software you’re using. so our custom our service name here is
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custom our service name here is the number of small shrubs in
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the number of small shrubs in the custom field. Their job
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the custom field. Their job variable is the number of small
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variable is the number of small shrubs. That’s what we.
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shrubs. That’s what we. Measuring to create this
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Measuring to create this estimate so what I’m gonna say
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estimate so what I’m gonna say is for every one to one shrub.
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is for every one to one shrub. I’m gonna charge a certain
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I’m gonna charge a certain amount and right now. I’ve got
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amount and right now. I’ve got this for 2 minutes on average
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this for 2 minutes on average for small shrub. A small shrub
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for small shrub. A small shrub is gonna be up to three feet in
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is gonna be up to three feet in height. now what I’m gonna do
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height. now what I’m gonna do is put in a dollar per hour
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is put in a dollar per hour revenue goal. So let’s say our
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revenue goal. So let’s say our revenue goal is $65 and it’s
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revenue goal is $65 and it’s costing us maybe $38 break even
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costing us maybe $38 break even uh so by simply placing that in
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uh so by simply placing that in the simple growth blueprint
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the simple growth blueprint we’ve taken all the. Process
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we’ve taken all the. Process out of it so it calculates the
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out of it so it calculates the price based on 2 minutes for
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price based on 2 minutes for $2.17 and it cost before profit
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$2.17 and it cost before profit of a dollar or 27, and what I’m
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of a dollar or 27, and what I’m gonna do is just copy and paste
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gonna do is just copy and paste the man hour charge and expense
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the man hour charge and expense um and then it’s calculated one
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um and then it’s calculated one over one shrubs every shrub
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over one shrubs every shrub over the first one is
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over the first one is additional $2.17 .03 hours and
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additional $2.17 .03 hours and a dollar twenty-seven expense
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a dollar twenty-seven expense before profits. I’m gonna go
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before profits. I’m gonna go down here and shoot down to
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down here and shoot down to medium shrubs so same exact
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medium shrubs so same exact thing. I’m gonna go in. Paste
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thing. I’m gonna go in. Paste my numbers in and based at my 3
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my numbers in and based at my 3 minutes of shrub uh to trim
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minutes of shrub uh to trim clean up and get rid of that
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clean up and get rid of that debris. I’ve got that at 325 a
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debris. I’ve got that at 325 a shrub and now I’m gonna go down
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shrub and now I’m gonna go down to my large shrub and kick that
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to my large shrub and kick that back in uh I’ve got my industry
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back in uh I’ve got my industry production right here as well
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production right here as well for a number of large shrubs
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for a number of large shrubs that’s 1842 Esub based on
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that’s 1842 Esub based on Sixty-five Bucks an hour. but
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Sixty-five Bucks an hour. but let’s say, maybe we’re charging
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let’s say, maybe we’re charging sixty at calculate that updated
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sixty at calculate that updated price. So we’re basing these
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price. So we’re basing these prices based on your prices.
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prices based on your prices. not what everybody else in your
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not what everybody else in your markets charging based on how
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markets charging based on how long it should take. So now,
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long it should take. So now, I’ve got a small shrub under
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I’ve got a small shrub under three feet three feet. Under
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three feet three feet. Under six feet for medium and then uh
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six feet for medium and then uh up to ten feet for the large
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up to ten feet for the large here, let me grab my. Charger
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here, let me grab my. Charger here cuz it looks like we’re
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here cuz it looks like we’re about to run out of juice so
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about to run out of juice so what could go wrong on a
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what could go wrong on a Facebook live talking about
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Facebook live talking about small medium and large shrubs
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small medium and large shrubs hold on one second here We’ll
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hold on one second here We’ll update this.
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Alright, now that we got some
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Alright, now that we got some juice here and uh we are back
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juice here and uh we are back with some power. It’s a whole
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with some power. It’s a whole day back in the Callahan’s
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day back in the Callahan’s corner here. So now we’ve got
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corner here. So now we’ve got our small medium and large
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our small medium and large shrubs and once again small
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shrubs and once again small shrubs are up to three to up to
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shrubs are up to three to up to six feet and under is a medium
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six feet and under is a medium and then from six to ten feet.
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and then from six to ten feet. uh it is going to be your
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uh it is going to be your large. next thing We’re
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large. next thing We’re breaking down here is headdress
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breaking down here is headdress with no ladders. so these are
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with no ladders. so these are in uh per linear foot. Uh I
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in uh per linear foot. Uh I traditionally break it down per
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traditionally break it down per ten linear feet when we break
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ten linear feet when we break this down in the essay, setups
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this down in the essay, setups or service Autopilot set ups
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or service Autopilot set ups that we set up for folks uh
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that we set up for folks uh that are turnkey. so I’m. In
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that are turnkey. so I’m. In our hourly goal in our
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our hourly goal in our break-even again and uh based
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break-even again and uh based at 42 minutes, I’ve got a
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at 42 minutes, I’ve got a charge of $45.50 for both sides
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charge of $45.50 for both sides and the top with clean up uh
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and the top with clean up uh for hedge without a ladder now,
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for hedge without a ladder now, I’m gonna drive down into uh
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I’m gonna drive down into uh hedges with a ladder and drop
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hedges with a ladder and drop our hourly go in expense and
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our hourly go in expense and now uh based at 55 minutes,
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now uh based at 55 minutes, we’ve got a $59.58 for every
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we’ve got a $59.58 for every ten linear foot section of
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ten linear foot section of hedge now the last thing that
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hedge now the last thing that may be looking at is shrug
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may be looking at is shrug proving disposal. Pruning
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proving disposal. Pruning disposals are we’re looking at
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disposals are we’re looking at Are we breaking it up in a full
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Are we breaking it up in a full dump truck, a truck and eight
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dump truck, a truck and eight of a dump truck uh and and
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of a dump truck uh and and what’s that costing us So what
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what’s that costing us So what we can say is we can go in and
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we can say is we can go in and say, okay based my disposal fee
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say, okay based my disposal fee is 25 minutes divided by sixty
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is 25 minutes divided by sixty is um how many hours we have
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is um how many hours we have one person to dump it. uh we’re
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one person to dump it. uh we’re gonna put in our hourly gold
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gonna put in our hourly gold charts. It’s right now at
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charts. It’s right now at $27.08 and if it’s costing you
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$27.08 and if it’s costing you something to dispose of them,
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something to dispose of them, you may wanna put in a cost
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you may wanna put in a cost per.
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And let’s say it cost you
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And let’s say it cost you twenty-five Bucks So what’s
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twenty-five Bucks So what’s gonna happen? Is we wanna
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gonna happen? Is we wanna update that formula?
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Now based on $25 fee, you’re
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Now based on $25 fee, you’re actually losing money so we’d
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actually losing money so we’d want to either at least at a
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want to either at least at a bare ad that dump on and if you
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bare ad that dump on and if you wanted to market up, you could
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wanted to market up, you could do that as well. but I’m just
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do that as well. but I’m just gonna add that on there just so
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gonna add that on there just so we cover it. So now once again
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we cover it. So now once again we’re back at the 21% profit
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we’re back at the 21% profit margin for each full dump of
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margin for each full dump of debris. Obviously you’d have to
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debris. Obviously you’d have to update the price and cost down
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update the price and cost down here as well. Um you can simply
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here as well. Um you can simply do that by just adding a quick
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do that by just adding a quick formula in here.
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So each additional dump is an
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So each additional dump is an additional $52 .42 hours in a
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additional $52 .42 hours in a cost with labor overhead
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cost with labor overhead recovery and dump fee expenses
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recovery and dump fee expenses of 4083. So we’ve got that 21%
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of 4083. So we’ve got that 21% net profit margin. so the idea
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net profit margin. so the idea is we wanna first build this
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is we wanna first build this out in our blueprint and then
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out in our blueprint and then what we’re gonna do is go into
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what we’re gonna do is go into service Autopilot go into the
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service Autopilot go into the gear icon and we’re gonna go
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gear icon and we’re gonna go into services and I’m gonna
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into services and I’m gonna swing my blueprint here to the
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swing my blueprint here to the other screen so I can actually
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other screen so I can actually see it even comes to questions
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see it even comes to questions drop below here. Happy to
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drop below here. Happy to answer them live or on the
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answer them live or on the recorded version and obviously.
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recorded version and obviously. On this a few times for this
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On this a few times for this example, here in this test
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example, here in this test account, but I’ll go to the
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account, but I’ll go to the actual process for you real
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actual process for you real quick. Add a service and I’m
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quick. Add a service and I’m just gonna do FBL for Facebook
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just gonna do FBL for Facebook live small shrubs. And I got a
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live small shrubs. And I got a copy and paste that for time
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copy and paste that for time sake here.
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And we’re gonna go in and put
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And we’re gonna go in and put that in as uh servicing income
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that in as uh servicing income and we’ll put the estimate in
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and we’ll put the estimate in here. We’re gonna save a new oh
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here. We’re gonna save a new oh and actually as we’re rushing
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and actually as we’re rushing around here, we didn’t do the
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around here, we didn’t do the metrics so please enter your
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metrics so please enter your account for this service and
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In the matrix, you wanna go
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In the matrix, you wanna go into the quantity ten visits,
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into the quantity ten visits, we’re gonna build out a custom
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we’re gonna build out a custom field uh before we get here.
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field uh before we get here. That’s the first step. in this
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That’s the first step. in this instance, I already have I’m
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instance, I already have I’m assuming probably the number of
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assuming probably the number of small shrubs in here already.
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small shrubs in here already. And do. And what we’re gonna do
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And do. And what we’re gonna do is take a break from the
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is take a break from the blueprint right here. I scroll
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blueprint right here. I scroll up to the first sheet or small
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up to the first sheet or small shrubs. I’ve got one to one.
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shrubs. I’ve got one to one. it’s 217 .03 hours and a break
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it’s 217 .03 hours and a break even a dollar twenty-seven. so
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even a dollar twenty-seven. so I’m really just trans posing
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I’m really just trans posing those numbers from the
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those numbers from the blueprint so you can kinda see
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blueprint so you can kinda see um what that looks like because
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um what that looks like because now it’s just all we’re doing
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now it’s just all we’re doing is picking them off here and
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is picking them off here and there’s no guessing what
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there’s no guessing what actually goes in those sheets
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actually goes in those sheets because we’ve got them all on
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because we’ve got them all on our blueprint here. so uh
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our blueprint here. so uh you’re not building a house.
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you’re not building a house. Without a blueprint, you’re not
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Without a blueprint, you’re not building services in your
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building services in your software without a blueprint as
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software without a blueprint as well. Um that’s where the major
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well. Um that’s where the major mistakes come in.
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And everything on the bottom is
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And everything on the bottom is gonna be the same. uh it’s like
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gonna be the same. uh it’s like it shows in a blueprint that
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it shows in a blueprint that we’re working on. so if you go
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we’re working on. so if you go down here we bought five lines
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down here we bought five lines now we’re gonna line up to the
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now we’re gonna line up to the bottom five lines inside
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bottom five lines inside service Autopilot um and get
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service Autopilot um and get you the information you need so
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you the information you need so I’m gonna hit save a new. And
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I’m gonna hit save a new. And we’re gonna do a number of.
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we’re gonna do a number of. Median shrubs once again, these
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Median shrubs once again, these are from three to six feet. You
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are from three to six feet. You need a code. you need a service
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need a code. you need a service mode. We need an invoice
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mode. We need an invoice description. We need an account
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description. We need an account and we need an estimate and we
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and we need an estimate and we need to pray matrix so we can
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need to pray matrix so we can fill that out uh when it comes
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fill that out uh when it comes in here so we’re gonna go in
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in here so we’re gonna go in and type in medium.
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And we’ve got that in here and
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And we’ve got that in here and it’s gonna be a one to one and
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it’s gonna be a one to one and we’ll take a look at it here
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we’ll take a look at it here for medium shrubs uh 320 8.05
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for medium shrubs uh 320 8.05 man hours.
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And our cost is going to be a
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And our cost is going to be a dollar ninety so that’s what
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dollar ninety so that’s what our cost is before we make a
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our cost is before we make a profit on these shrubs and now
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profit on these shrubs and now that’s gonna just literally be
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that’s gonna just literally be the same exact thing on the
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the same exact thing on the bottom cuz that is a one to one
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bottom cuz that is a one to one ratio for our shrubs group who
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ratio for our shrubs group who shrub is 328 her first one meet
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shrub is 328 her first one meet additional is gonna be another
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additional is gonna be another 320 8.059 hours and a dollar
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320 8.059 hours and a dollar ninety expense before we get to
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ninety expense before we get to it. So we’re gonna save a new.
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it. So we’re gonna save a new. we’re gonna go and do a number
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we’re gonna go and do a number of large shrubs, then we’ll get
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of large shrubs, then we’ll get into the head. And disposal
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into the head. And disposal fees here in a minute, so this
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fees here in a minute, so this is how we standardize a
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is how we standardize a production based estimating for
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production based estimating for shrub trimming allow it to be
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shrub trimming allow it to be delegated to other employees or
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delegated to other employees or um if you are a business owner
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um if you are a business owner that wanna hold yourself
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that wanna hold yourself accountable, That’s how we
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accountable, That’s how we would do it. It’s once again
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would do it. It’s once again the calculation retains
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the calculation retains quantity. ten visits custom
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quantity. ten visits custom field. I’m gonna go in and look
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field. I’m gonna go in and look for my uh custom field that
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for my uh custom field that we’ve already built out for
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we’ve already built out for large shrubs and we’re gonna go
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large shrubs and we’re gonna go back to Facebook live here for
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back to Facebook live here for large shrubs and the blueprint
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large shrubs and the blueprint and it’s 1842 and .28 hours.
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And .28 and 1077.
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Every shrub and then the bottom
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Every shrub and then the bottom line is gonna be identical now
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line is gonna be identical now if you had a minimum price, you
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if you had a minimum price, you wanted to charge more for the
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wanted to charge more for the first shrub for some reason
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first shrub for some reason that would fall on the top line
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that would fall on the top line here. So now that we’ve got
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here. So now that we’ve got this in here. we’ve got small,
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this in here. we’ve got small, medium and large shrub. We’re
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medium and large shrub. We’re gonna save a new and we’re
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gonna save a new and we’re gonna do hedges with no ladder.
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Same thing we need a code per
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Same thing we need a code per unit Invoice Description income
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unit Invoice Description income account and an estimate and
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account and an estimate and rate matrix quantity tens
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rate matrix quantity tens visits uh we’re gonna go head
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visits uh we’re gonna go head that should already be built in
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that should already be built in here the idea before you get in
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here the idea before you get in the building services, so you
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the building services, so you definitely want to um build out
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definitely want to um build out your custom field and that’s
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your custom field and that’s gonna be uh my example. here is
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gonna be uh my example. here is ten linear feet section here
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ten linear feet section here some charging 4515 .7 hours so.
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And that is going to be 2660.
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And that is going to be 2660. And now every one section of
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And now every one section of pending your feet is gonna be
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pending your feet is gonna be an additional 4750 pop on both
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an additional 4750 pop on both sides with clean up .79 hours
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sides with clean up .79 hours in a cost of 2664 profit. Now,
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in a cost of 2664 profit. Now, I’ve got one more left here for
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I’ve got one more left here for the hedges. We’re going in and
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the hedges. We’re going in and doing the heads with a ladder.
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doing the heads with a ladder. so it’s obvious that production
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so it’s obvious that production rate is going to be a little
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rate is going to be a little less productive. Uh now the
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less productive. Uh now the clean up is gonna be
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clean up is gonna be predominantly be the same when
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predominantly be the same when you do this, but this is kind
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you do this, but this is kind of what we’re looking at here
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of what we’re looking at here so for time sake the. Code. I’m
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so for time sake the. Code. I’m just doing those on the fly and
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just doing those on the fly and pasting them and obviously I
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pasting them and obviously I wanna take the time to update
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wanna take the time to update those estimates here. I’m
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those estimates here. I’m dropping that in and then our
12:58
dropping that in and then our rate matrix quantity time
13:00
rate matrix quantity time visits. We’re gonna go hedges
13:02
visits. We’re gonna go hedges with a ladder and I’m gonna say
13:05
with a ladder and I’m gonna say every one to 110. linear foot
13:06
every one to 110. linear foot section is right off the
13:08
section is right off the blueprint again, 5958 and .92.
13:14
blueprint again, 5958 and .92. Man an hour and once again your
13:16
Man an hour and once again your budget man are gonna be based
13:17
budget man are gonna be based is one person only on the job
13:20
is one person only on the job and the software uh such a
13:21
and the software uh such a service Autopilot should uh
13:24
service Autopilot should uh calculate how many guys or
13:25
calculate how many guys or girls on the crew and uh
13:27
girls on the crew and uh manipulate that down for you
13:28
manipulate that down for you cuz as we know, sometimes we
13:29
cuz as we know, sometimes we have a no show no call
13:31
have a no show no call employees or we’re running
13:32
employees or we’re running behind. We have to have a
13:33
behind. We have to have a larger groups and software
13:35
larger groups and software should account for that for you
13:37
should account for that for you in the process and top to
13:39
in the process and top to bottom. We are good so last
13:41
bottom. We are good so last thing we have now is disposal
13:43
thing we have now is disposal fees, so this can include your
13:45
fees, so this can include your dry pad from your shop to
13:46
dry pad from your shop to disposal if disposals at your
13:47
disposal if disposals at your shop, whatever that looks like
13:48
shop, whatever that looks like but. Best practice In my
13:51
but. Best practice In my opinion Is you really need to
13:52
opinion Is you really need to accomplish this non billable
13:53
accomplish this non billable time drive time. And he put
13:57
time drive time. And he put that in here again per unit not
14:02
that in here again per unit not hourly.
14:07
And rate matrix. I’m not sure.
14:11
And rate matrix. I’m not sure. A custom built out if I don’t I
14:14
A custom built out if I don’t I will show you how we build that
14:16
will show you how we build that so number of trips for debris.
14:17
so number of trips for debris. That’s one I use here I but you
14:19
That’s one I use here I but you wanna make that custom field
14:20
wanna make that custom field that’s gonna be associated to
14:21
that’s gonna be associated to the customer uh predominantly
14:23
the customer uh predominantly so we’re gonna go in and what
14:24
so we’re gonna go in and what is our charge for dump uh fifty
14:27
is our charge for dump uh fifty 208 and it’s .42 man hours.
14:35
And the cost before profit with
14:37
And the cost before profit with the cost of dumping is $40.83.
14:44
Once again, it’s one to 150
14:47
Once again, it’s one to 150 2.08. 2.08 .42.
14:57
And 383, it’s what we figured
14:59
And 383, it’s what we figured out break even our leave on
15:00
out break even our leave on this with the drive time. So
15:02
this with the drive time. So once we have that now um we
15:05
once we have that now um we really need to go in and create
15:08
really need to go in and create a process to do this. so the
15:11
a process to do this. so the next thing I’m gonna do in my
15:12
next thing I’m gonna do in my opinion is go in and go to the
15:14
opinion is go in and go to the gear icon. And I’m going to job
15:19
gear icon. And I’m going to job estimate templates here and I
15:21
estimate templates here and I wanna put that into a
15:21
wanna put that into a standardized template just for
15:24
standardized template just for um estimating those shrubs. So,
15:32
um estimating those shrubs. So, Add a templates and I’m gonna
15:34
Add a templates and I’m gonna make this our Facebook live uh
15:36
make this our Facebook live uh template here for shrub and
15:38
template here for shrub and show you how it’s done how we
15:39
show you how it’s done how we pull together. then I’m gonna
15:40
pull together. then I’m gonna show you one of the ways that
15:41
show you one of the ways that we actually uh created
15:43
we actually uh created delegated estimate process. Um
15:47
delegated estimate process. Um it can be delegated to your
15:50
it can be delegated to your team. I wanna share this with
15:51
team. I wanna share this with creating both assets and job
15:53
creating both assets and job and I’m gonna go in and select
15:54
and I’m gonna go in and select my estimate document this
15:56
my estimate document this obviously should be built up
15:58
obviously should be built up before uh let’s see what I’ve
15:59
before uh let’s see what I’ve got here they could be
16:05
got here they could be applicable. Let’s uh let’s go
16:10
applicable. Let’s uh let’s go to the dock with videos and uh
16:12
to the dock with videos and uh see what it comes up with so
16:13
see what it comes up with so next thing you wanna do and add
16:15
next thing you wanna do and add an item and we’re gonna make
16:19
an item and we’re gonna make our we’re gonna have our child
16:19
our we’re gonna have our child or parent service. our shrubs
16:21
or parent service. our shrubs we probably have that built in
16:25
we probably have that built in here uh.
16:29
We don’t this account so I’ll
16:33
We don’t this account so I’ll actually go into the gear icon
16:34
actually go into the gear icon and create my parent’s service
16:35
and create my parent’s service here so you can see what that
16:37
here so you can see what that looks like so you can kinda
16:38
looks like so you can kinda connect the dots so we need a
16:40
connect the dots so we need a parent service that doesn’t
16:41
parent service that doesn’t spell out small medium to large
16:42
spell out small medium to large shrubs or hedges and that will
16:46
shrubs or hedges and that will uh make more sense in a minute
16:47
uh make more sense in a minute when I connect to all of them.
17:09
And this one does not have a
17:12
And this one does not have a pricing matrix to it. So I’m
17:14
pricing matrix to it. So I’m gonna go back to my gear. I
17:15
gonna go back to my gear. I kinda grab that job as the
17:17
kinda grab that job as the template so I can put this all
17:19
template so I can put this all together for you and I’ll show
17:21
together for you and I’ll show you the onsite estimate for how
17:22
you the onsite estimate for how we actually break down the
17:24
we actually break down the systematic way to delegate
17:25
systematic way to delegate these estimates on the fly when
17:27
these estimates on the fly when you’re walking around with your
17:28
you’re walking around with your mobile phone um doing that so.
17:35
mobile phone um doing that so. Alright. And it did not see it
17:39
Alright. And it did not see it by the looks of it. so we’re
17:42
by the looks of it. so we’re gonna add a template.
17:55
Grab our job estimates here
17:58
Grab our job estimates here that’s gonna open up our
18:00
that’s gonna open up our documents here. I’m gonna grab
18:01
documents here. I’m gonna grab our simple growth custom
18:03
our simple growth custom template here with videos and
18:09
template here with videos and I’d add an item in and other
18:11
I’d add an item in and other services. I wanna go in and do
18:13
services. I wanna go in and do my shrubs. The one I just made.
18:19
my shrubs. The one I just made. Under the plus icon, we’re
18:21
Under the plus icon, we’re gonna add our small medium and
18:23
gonna add our small medium and large uh right now. it’s gonna
18:24
large uh right now. it’s gonna default the product we need to
18:25
default the product we need to make the service. And we are
18:29
make the service. And we are doing our Facebook live.
18:35
Small shrubs Now it looks like
18:35
Small shrubs Now it looks like we’ve done this before so it
18:37
we’ve done this before so it should be interesting um but
18:39
should be interesting um but this is going to pull those in.
18:47
Medium And we’re gonna put our
18:52
Medium And we’re gonna put our large.
18:56
We’re gonna do our heads with
18:57
We’re gonna do our heads with and without a ladder.
19:10
With
19:15
And with no ladder and now we
19:17
And with no ladder and now we need to add our dump fees. So
19:18
need to add our dump fees. So once again, we’re just
19:19
once again, we’re just literally I’ve done enough of
19:21
literally I’ve done enough of these, they’re all in my head.
19:22
these, they’re all in my head. We’re literally going down the
19:22
We’re literally going down the blueprint line by line and grab
19:24
blueprint line by line and grab each one and that’s the system
19:26
each one and that’s the system um that we teach when simple
19:28
um that we teach when simple group teaches us how to I say
19:30
group teaches us how to I say users or when we train our
19:31
users or when we train our internal staff uh candidly.
19:47
Let me just make sure I’ve got
19:49
Let me just make sure I’ve got the right one.
20:04
Obviously loaded or done this a
20:05
Obviously loaded or done this a few times here, so I just wanna
20:07
few times here, so I just wanna make sure I’ve got the right
20:08
make sure I’ve got the right one.
20:20
Here we go now we’ve got our
20:23
Here we go now we’ve got our main service with all the other
20:24
main service with all the other services in there. uh we’d
20:26
services in there. uh we’d wanna go and make sure by
20:27
wanna go and make sure by adding some values in it. We
20:28
adding some values in it. We have the right ones. so we’re
20:28
have the right ones. so we’re gonna hit save here and then
20:31
gonna hit save here and then the last thing we wanna do is
20:32
the last thing we wanna do is create an on-site estimate
20:33
create an on-site estimate form. This is something that’s
20:34
form. This is something that’s uh it’s particularly what
20:36
uh it’s particularly what simple growth does um it really
20:38
simple growth does um it really is something we built at
20:40
is something we built at Callahan’s Lawn care in my
20:40
Callahan’s Lawn care in my company and then we’ve teach
20:41
company and then we’ve teach other people to do this um but
20:43
other people to do this um but really what you wanna do is go
20:44
really what you wanna do is go in and out a form. I’m gonna do
20:45
in and out a form. I’m gonna do a vtwo form but uh
20:48
a vtwo form but uh traditionally we can do this in
20:49
traditionally we can do this in bthree as well um but just for
20:51
bthree as well um but just for simplicity. I’m vtwo, I will
20:53
simplicity. I’m vtwo, I will show you in vtwo.
21:00
And this will take a second to
21:01
And this will take a second to load, but once it loads, I’ll
21:02
load, but once it loads, I’ll show you the outside form and
21:03
show you the outside form and how we tie that all together
21:05
how we tie that all together into a standardized test.
21:16
I need to put it name you wanna
21:19
I need to put it name you wanna scroll down auto create on
21:23
scroll down auto create on create a lead or update a lead,
21:26
create a lead or update a lead, and we wanna add some
21:27
and we wanna add some particular fields in such as
21:29
particular fields in such as name and address and email you
21:34
name and address and email you need to be named mapped back to
21:36
need to be named mapped back to first name Last name address
21:37
first name Last name address needs to be back back to
21:39
needs to be back back to service address uh beautiful
21:40
service address uh beautiful thing about the three is it
21:43
thing about the three is it automatically match these back
21:43
automatically match these back or ask you to make sure so if
21:45
or ask you to make sure so if you don’t forget. It will take
21:48
you don’t forget. It will take care of it for you and we’ve
21:49
care of it for you and we’ve got an email now. The next
21:51
got an email now. The next thing is we’re gonna add a
21:52
thing is we’re gonna add a couple of fields for numbers so
21:54
couple of fields for numbers so I’m gonna go in and put in
21:58
I’m gonna go in and put in number of small shrubs in a
22:01
number of small shrubs in a comment area here help that you
22:02
comment area here help that you wanna say shrubs up. It’s just
22:04
wanna say shrubs up. It’s just up shrubs less than three feet
22:08
up shrubs less than three feet when you click into that, we’re
22:08
when you click into that, we’re gonna go in and map that back
22:11
gonna go in and map that back to a custom field and then
22:12
to a custom field and then that’s gonna be our number of
22:15
that’s gonna be our number of um. Shrubs. And this is hanging
22:21
um. Shrubs. And this is hanging up here for a minute, but I’ll
22:22
up here for a minute, but I’ll show you once this connects how
22:24
show you once this connects how to uh get that to work. but
22:25
to uh get that to work. but basically what you’re gonna do
22:26
basically what you’re gonna do is you’re gonna map that back
22:28
is you’re gonna map that back to your custom field of small
22:32
to your custom field of small shrubs.
22:36
And then you can go in and add
22:39
And then you can go in and add another number or copy it. um
22:41
another number or copy it. um we’re gonna have small medium
22:43
we’re gonna have small medium and large shrubs, and then the
22:43
and large shrubs, and then the idea is once you have that all
22:45
idea is once you have that all buttoned up. uh we’re gonna add
22:47
buttoned up. uh we’re gonna add that into the auto assist um
22:49
that into the auto assist um and autos allow you to put vtwo
22:51
and autos allow you to put vtwo or a vthree form and now uh to
22:54
or a vthree form and now uh to do that. So if we go in and
22:55
do that. So if we go in and edit this here uh we’ll be able
22:57
edit this here uh we’ll be able to pull in all of the different
23:00
to pull in all of the different options here for small, medium
23:01
options here for small, medium and large shrubs hedges with or
23:03
and large shrubs hedges with or without a ladder and your
23:04
without a ladder and your number of disposal trips the
23:06
number of disposal trips the case it’s a big or multiple day
23:07
case it’s a big or multiple day job uh that will cover. So the
23:10
job uh that will cover. So the idea is here uh it’s a little
23:13
idea is here uh it’s a little bit slow at the place here all
23:14
bit slow at the place here all of my basement office, but I’m
23:16
of my basement office, but I’m gonna show you real quick on
23:17
gonna show you real quick on this one. how to update the
23:18
this one. how to update the medium and then show you how to
23:20
medium and then show you how to connect it all together.
23:26
So we would go in and connect
23:30
So we would go in and connect that and we’d go into this one
23:31
that and we’d go into this one here for small medium large
23:33
here for small medium large shrubs once again, we’re
23:34
shrubs once again, we’re mapping it into a custom field
23:35
mapping it into a custom field and then we’re mapping it back
23:37
and then we’re mapping it back to the small medium and large
23:38
to the small medium and large shrub basically go and hit save
23:40
shrub basically go and hit save and close at this point, and
23:42
and close at this point, and then the final part would be is
23:44
then the final part would be is the first time you do it. You
23:46
the first time you do it. You wanna go into a lead or a
23:48
wanna go into a lead or a client under the auto assist um
23:50
client under the auto assist um attached that form and then
23:52
attached that form and then you’re going in your mobile
23:53
you’re going in your mobile form to attach that and then.
23:56
form to attach that and then. Person walks through and add
23:57
Person walks through and add all the small medium and large
23:59
all the small medium and large shrubs. uh it’s automatically
24:01
shrubs. uh it’s automatically gonna calculate the price of
24:01
gonna calculate the price of budget time it cost before
24:03
budget time it cost before profit based on all the numbers
24:05
profit based on all the numbers we’ve had there so that auto
24:07
we’ve had there so that auto assist right there is here. And
24:12
assist right there is here. And you’re gonna wanna add that
24:13
you’re gonna wanna add that onsite form here and then once
24:15
onsite form here and then once it’s loaded you hit it you go
24:17
it’s loaded you hit it you go in. pull it up on your mobile
24:19
in. pull it up on your mobile btwo bthree with the team app
24:21
btwo bthree with the team app or legacy app you clock in one
24:23
or legacy app you clock in one two and three and then uh when
24:25
two and three and then uh when we open up the estimate it will
24:27
we open up the estimate it will calculate the price budget of
24:28
calculate the price budget of time and cost so get hung up
24:30
time and cost so get hung up here in the basement office
24:31
here in the basement office with some of the internet um if
24:33
with some of the internet um if the kids are using it upstairs
24:36
the kids are using it upstairs so um obviously uh this is not
24:39
so um obviously uh this is not normal but this does happen uh
24:40
normal but this does happen uh when the kiddos are upstairs
24:42
when the kiddos are upstairs playing on the smart TV so um
24:43
playing on the smart TV so um any comments or questions. But
24:46
any comments or questions. But that is how you tackle uh
24:47
that is how you tackle uh production estimating on
24:49
production estimating on shrubs, small medium large
24:50
shrubs, small medium large shrubs hed with a ladder um
24:54
shrubs hed with a ladder um create a job estimate template
24:55
create a job estimate template and then a form that ties in to
24:57
and then a form that ties in to each custom field. You fill the
24:59
each custom field. You fill the form out on your phone and then
25:00
form out on your phone and then when you pull up the estimate
25:01
when you pull up the estimate it calculates the price budget
25:02
it calculates the price budget time and cost and all the
25:04
time and cost and all the consumers will see is shrub
25:05
consumers will see is shrub pruning in a price that they’ll
25:07
pruning in a price that they’ll have no idea. We’ve broken it
25:09
have no idea. We’ve broken it down into segments of sizes
25:10
down into segments of sizes shrubs and he draws so comment
25:11
shrubs and he draws so comment your questions down below
25:13
your questions down below Callahan’s corner. You ask the
25:14
Callahan’s corner. You ask the questions we answered live
English (United States) – Callahan’s Corner: Standardizing estimates for shrub pruning