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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 we answer them live
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question we answer them live right here on Facebook so
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right here on Facebook so question that was submitted in
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question that was submitted in the service Autopilot user
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the service Autopilot user group today was how do we go in
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group today was how do we go in and set up best practice for
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and set up best practice for say a good better best
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say a good better best scenario? Uh gentlemen had an
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scenario? Uh gentlemen had an issue because when he did a
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issue because when he did a good better best scenario uh it
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good better best scenario uh it created a subtitle and tax and
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created a subtitle and tax and a total below that and at the
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a total below that and at the bottom of that, it looked like
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bottom of that, it looked like sticker shock and I’m going to
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sticker shock and I’m going to guess and read between the
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guess and read between the lines at the bottom of the
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lines at the bottom of the document. That was also a
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document. That was also a subtitle um that showed up
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subtitle um that showed up right. The acceptance signature
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right. The acceptance signature on the view my proposal service
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on the view my proposal service autopilot, so what we wanted to
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autopilot, so what we wanted to do is go in and kinda demystify
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do is go in and kinda demystify the different ways of using
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the different ways of using service Autopilot estimate
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service Autopilot estimate settings for the grid where
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settings for the grid where they actually uh display the
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they actually uh display the service and how we can
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service and how we can customize and manipulate that
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customize and manipulate that and as well um go in and change
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and as well um go in and change the uh estimate total at the
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the uh estimate total at the bottom and I’m gonna show you
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bottom and I’m gonna show you some best practice there
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some best practice there because uh in most, I’d say 99%
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because uh in most, I’d say 99% of the cases when we work with.
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of the cases when we work with. Uh businesses in service
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Uh businesses in service Autopilot as a certified
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Autopilot as a certified adviser, whether it’s an hourly
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adviser, whether it’s an hourly rate or need a new or virtually
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rate or need a new or virtually now need to deal with uh in our
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now need to deal with uh in our d, two one-day or two-day deep
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d, two one-day or two-day deep dive. Uh these are things that
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dive. Uh these are things that come up. so once we’ve get the
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come up. so once we’ve get the services and the pricing
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services and the pricing matrix, the estimate the
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matrix, the estimate the descriptions all the good stuff
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descriptions all the good stuff we need how do we go in and set
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we need how do we go in and set up the estimate so it displays
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up the estimate so it displays properly um and II mean we’ve
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properly um and II mean we’ve probably seen I’d say eight to
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probably seen I’d say eight to ten uh different ways that
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ten uh different ways that people display these things in
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people display these things in their estimates. They come over
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their estimates. They come over to service Autopilot or if
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to service Autopilot or if they’ve been using service
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they’ve been using service Autopilot for a little a little
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Autopilot for a little a little time or a long time. um they’re
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time or a long time. um they’re not too sure how to make this
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not too sure how to make this happen. so what I’m gonna do is
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happen. so what I’m gonna do is kinda demystify How to show
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kinda demystify How to show your pricing the subtle if you
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your pricing the subtle if you want it in the bottom of how to
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want it in the bottom of how to actually go in and uh give you
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actually go in and uh give you some best practice to Season
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some best practice to Season obviously going into 21, this
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obviously going into 21, this is gonna be applicable so what
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is gonna be applicable so what I’m gonna do is uh open it up
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I’m gonna do is uh open it up as we always do and show the
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as we always do and show the screen if you have any comments
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screen if you have any comments or questions regarding pricing
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or questions regarding pricing how to display pricing your
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how to display pricing your estimate grids um in service
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estimate grids um in service Autopilot, I’m happy to answer
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Autopilot, I’m happy to answer those live or in the recorded
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those live or in the recorded version here but um kinda dive
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version here but um kinda dive into this here for you real
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into this here for you real quick. So the first thing I’ve
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quick. So the first thing I’ve got on my screen here is I’m
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got on my screen here is I’m going to the gear icon and I’m
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going to the gear icon and I’m going to estimate settings. so
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going to estimate settings. so this is the first place that
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this is the first place that you would want to go here so
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you would want to go here so this is going to be the default
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this is going to be the default in service Autopilot so after
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in service Autopilot so after the price is shown at the
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the price is shown at the bottom, there’s a sub total. so
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bottom, there’s a sub total. so once again, the Gentleman said,
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once again, the Gentleman said, it’s it’s sticker shock cuz it
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it’s it’s sticker shock cuz it took everything from the
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took everything from the estimate in subtitle it out. Uh
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estimate in subtitle it out. Uh I highly recommend do not. At
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I highly recommend do not. At unless there’s a particular use
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unless there’s a particular use case scenario that you want
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case scenario that you want that in there so by default,
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that in there so by default, you’re gonna see this show
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you’re gonna see this show subtitle on view my proposals
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subtitle on view my proposals so that’s the estimate system.
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so that’s the estimate system. so we wanna dissect that as
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so we wanna dissect that as best practice if you want
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best practice if you want electronic signature, you wanna
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electronic signature, you wanna allow capture on my view
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allow capture on my view proposals. so you’re gonna have
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proposals. so you’re gonna have that checked now if you’re
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that checked now if you’re doing installments, we can go
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doing installments, we can go in and put in the number of
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in and put in the number of installments by default and we
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installments by default and we also probably wanna go in where
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also probably wanna go in where it says as default estimate
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it says as default estimate items as one unchecked right
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items as one unchecked right now by default when you start
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now by default when you start service Autopilot, it’s going
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service Autopilot, it’s going to be checked We want. Like
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to be checked We want. Like that, so the consumer has to
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that, so the consumer has to check on those checkbox to
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check on those checkbox to select the service that they
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select the service that they want now the last thing I would
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want now the last thing I would recommend if you once you’re on
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recommend if you once you’re on the screen on the gear kind
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the screen on the gear kind settings is we’ve got view my
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settings is we’ve got view my proposal subtitles turned off
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proposal subtitles turned off the signatures on We’ve got
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the signatures on We’ve got default estimates as one
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default estimates as one unchecked set up the number of
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unchecked set up the number of installments if you ever have
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installments if you ever have dynamic um installment on your
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dynamic um installment on your estimate and then the last
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estimate and then the last thing is you look at it. Print
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thing is you look at it. Print package items is gonna be
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package items is gonna be empty. You’re gonna click on
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empty. You’re gonna click on this and what I’m gonna
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this and what I’m gonna recommend is package item total
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recommend is package item total only that is gonna waive
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only that is gonna waive getting. From the additional
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getting. From the additional sticker shock, I’ve seen the
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sticker shock, I’ve seen the whole package. It’s gonna break
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whole package. It’s gonna break it up per visitor per round, so
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it up per visitor per round, so those are the things that the
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those are the things that the gear icon settings I’d
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gear icon settings I’d recommend now. the next thing
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recommend now. the next thing is you’re gonna go into the
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is you’re gonna go into the gear icon. Now we’re gonna go
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gear icon. Now we’re gonna go into where the actual prices
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into where the actual prices are displayed in the estimate
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are displayed in the estimate document editor. It’s called
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document editor. It’s called dynamic content in this part of
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dynamic content in this part of the system. It’s called grid
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the system. It’s called grid little confusing, so you’re
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little confusing, so you’re asking grid and your dynamic
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asking grid and your dynamic content are identical and I can
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content are identical and I can show you what that looks like.
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show you what that looks like. Here uh but the main thing is I
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Here uh but the main thing is I wanna show you how to
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wanna show you how to manipulate these things so
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manipulate these things so we’re gonna go in and type in
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we’re gonna go in and type in grid grid, not invoice grid,
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grid grid, not invoice grid, but the grid now invoice grid
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but the grid now invoice grid will help you manipulate how
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will help you manipulate how your or your invoices are
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your or your invoices are shown, but this video is gonna
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shown, but this video is gonna be answering the question asked
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be answering the question asked grid. So obviously I’ve got a
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grid. So obviously I’ve got a whole bunch of ones here and
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whole bunch of ones here and I’ve got some of the
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I’ve got some of the marketplace. I’ve got that MP
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marketplace. I’ve got that MP off but we’re gonna do is go in
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off but we’re gonna do is go in and arid. I’m gonna just go in
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and arid. I’m gonna just go in default and grab this. what you
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default and grab this. what you got here is um this custom
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got here is um this custom grid. so I’m just gonna call
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grid. so I’m just gonna call this our test uh Facebook. Name
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this our test uh Facebook. Name that out and right now, we’ve
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that out and right now, we’ve got main and service
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got main and service subscription quantity rate and
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subscription quantity rate and amount. so first thing is how
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amount. so first thing is how do you want to display? I’d say
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do you want to display? I’d say about 95% of the ones that we
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about 95% of the ones that we set up and almost 100% in my
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set up and almost 100% in my company literally had it set up
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company literally had it set up like this now when you toggle
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like this now when you toggle table to paragraph most people
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table to paragraph most people don’t realize this, but you can
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don’t realize this, but you can actually have a paragraph
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actually have a paragraph version of this as well and
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version of this as well and grab this little green icon and
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grab this little green icon and pull and lower those. this is
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pull and lower those. this is kind of a preview of what it
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kind of a preview of what it looks like so sometimes for
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looks like so sometimes for holiday lights. This may be a
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holiday lights. This may be a way you wanna show this, but
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way you wanna show this, but this example, most people are
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this example, most people are gonna use the table. Uh we can
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gonna use the table. Uh we can do the text If we want, it’s a
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do the text If we want, it’s a new time, we can change that um
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new time, we can change that um or we can stick with the
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or we can stick with the default of uh say aerial now
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default of uh say aerial now you can drag and drop this the
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you can drag and drop this the quantity could be before the
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quantity could be before the rate or the amount uh these are
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rate or the amount uh these are dragon drops so that you can
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dragon drops so that you can manipulate this now you can
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manipulate this now you can also go in and highlight this
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also go in and highlight this header so instead of name of
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header so instead of name of description, it could be uh.
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description, it could be uh. Service, Whatever it is, I’m
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Service, Whatever it is, I’m gonna type disturbance and a
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gonna type disturbance and a name description uh so service
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name description uh so service item now rate and quantity.
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item now rate and quantity. Maybe I don’t want those and
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Maybe I don’t want those and I’m assuming in most areas for
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I’m assuming in most areas for landscape maintenance and
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landscape maintenance and cleaning. You’re not gonna have
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cleaning. You’re not gonna have this so what we do is scroll
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this so what we do is scroll down here and we remove the
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down here and we remove the rate and remove the quantities
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rate and remove the quantities Now you’ve got your service
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Now you’ve got your service item or service uh quote and
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item or service uh quote and you’ve got your amount so you
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you’ve got your amount so you have the two of them there once
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have the two of them there once again that header you can click
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again that header you can click in there and change that to or
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in there and change that to or say whatever you want now the.
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say whatever you want now the. In the Callahan’s corner was
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In the Callahan’s corner was well, I’ve got some total tax
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well, I’ve got some total tax in total here and what it’s
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in total here and what it’s gonna do is calculate all of
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gonna do is calculate all of the services lined up and they
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the services lined up and they select them. so what we’re
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select them. so what we’re gonna do is recommend is go in
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gonna do is recommend is go in and show the grid lines and
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and show the grid lines and then the next thing we’re gonna
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then the next thing we’re gonna do is scroll down and put our
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do is scroll down and put our grid lines in here but what I’m
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grid lines in here but what I’m gonna recommend is uh where it
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gonna recommend is uh where it says show subtitle. I’m gonna
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says show subtitle. I’m gonna get rid of that now If we have
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get rid of that now If we have discounts, we can show that as
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discounts, we can show that as well uh but I. Right now is get
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well uh but I. Right now is get rid of the tax and the grand
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rid of the tax and the grand total and have it just like
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total and have it just like this and the reason being is
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this and the reason being is you’re gonna have that sticker
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you’re gonna have that sticker shock that confusion now what
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shock that confusion now what you’re gonna do is if you do
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you’re gonna do is if you do charge sales tax at the bottom
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charge sales tax at the bottom of your estimate document we’d
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of your estimate document we’d have a little saying. Hey, this
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have a little saying. Hey, this includes a New York state sales
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includes a New York state sales tax, plus whatever you agreed
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tax, plus whatever you agreed to, but this is gonna be the
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to, but this is gonna be the cleanest nicest way to display
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cleanest nicest way to display your services in um service
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your services in um service auto pilot. Now we can go in
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auto pilot. Now we can go in and manipulate the colors and
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and manipulate the colors and the grid lines um so maybe we
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the grid lines um so maybe we wanted to make this grid lines
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wanted to make this grid lines red um not too. You would, but
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red um not too. You would, but it maybe you did um so we can
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it maybe you did um so we can go in and customize the view of
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go in and customize the view of this whole entire product here.
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this whole entire product here. So what’s gonna happen is this
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So what’s gonna happen is this here is your dynamic content to
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here is your dynamic content to the estimate grid is a dynamic
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the estimate grid is a dynamic content. so in the documentary
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content. so in the documentary we pull and drag that in that’s
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we pull and drag that in that’s where your prices are displayed
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where your prices are displayed the estimate um settings the
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the estimate um settings the subtitle is on the bottom of
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subtitle is on the bottom of view my proposal that page
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view my proposal that page where it subtitles everything
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where it subtitles everything that’s been selected um and
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that’s been selected um and that is gonna be con. For the
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that is gonna be con. For the consumer and it’s also gonna
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consumer and it’s also gonna create sticker shock so you
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create sticker shock so you don’t in my opinion you do not
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don’t in my opinion you do not want to do that so first thing
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want to do that so first thing if you’re setting service
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if you’re setting service autopilot if you want to
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autopilot if you want to recreate your process go to the
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recreate your process go to the gear icon estimate settings
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gear icon estimate settings turn this off as some items is
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turn this off as some items is one uncheck that if you’re
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one uncheck that if you’re using packages uh packaged item
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using packages uh packaged item total only and we would wanna
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total only and we would wanna go in and um hit those areas
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go in and um hit those areas now if you’re in.
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And instant here and let me
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And instant here and let me pull this up. so I’m gonna go
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pull this up. so I’m gonna go to the gear icon Document
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to the gear icon Document editor and I’m gonna show you
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editor and I’m gonna show you just where this piece comes in
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just where this piece comes in just so you can see it.
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So if we go in to add a
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So if we go in to add a document and we grab the
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document and we grab the document type of an estimate uh
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document type of an estimate uh first thing we’re gonna do is
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first thing we’re gonna do is grab the estimate type of the
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grab the estimate type of the document and that’s gonna
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document and that’s gonna create some things where we
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create some things where we have to connect uh the system
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have to connect uh the system so you’re gonna go in and
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so you’re gonna go in and select the estimate uh document
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select the estimate uh document it’s gonna be tied into an
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it’s gonna be tied into an email and ask acceptance email
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email and ask acceptance email um and those are gonna be the
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um and those are gonna be the two main parts that you need.
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two main parts that you need. So once you go in here, we’re
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So once you go in here, we’re gonna select that document type
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gonna select that document type of an estimate and we would
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of an estimate and we would name.
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Email. We’d go in and connect
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Email. We’d go in and connect you to the email in the system
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you to the email in the system so this email would be the
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so this email would be the email goes out to say Hey,
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email goes out to say Hey, thanks for requesting estimate.
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thanks for requesting estimate. Click here to um you see your
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Click here to um you see your pricing so let me see what
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pricing so let me see what we’ve got in here uh. So here’s
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we’ve got in here uh. So here’s a test email that as a
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a test email that as a confirmation email is the email
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confirmation email is the email once they accept the estimate
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once they accept the estimate that automatically triggers.
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that automatically triggers. It’s like hey Missus Smith.
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It’s like hey Missus Smith. We’ve acknowledged won this
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We’ve acknowledged won this awesome or accepted it will be
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awesome or accepted it will be out. so once you’ve got this
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out. so once you’ve got this here, you’ve got a lot of
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here, you’ve got a lot of people also asking in service
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people also asking in service Autopilot ecosystem. How do I
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Autopilot ecosystem. How do I include a PDF or not include a
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include a PDF or not include a PDF of the estimate in the
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PDF of the estimate in the email? So this is it right here
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email? So this is it right here we toggle that on and off so if
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we toggle that on and off so if you want a attachment in the
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you want a attachment in the email of the estimate, that’s
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email of the estimate, that’s how you do it. If you don’t you
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how you do it. If you don’t you toggle it off and then we’d hit
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toggle it off and then we’d hit so what’s gonna. Here is a
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so what’s gonna. Here is a estimate um document canvas.
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estimate um document canvas. Now we’ve got a lot of videos
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Now we’ve got a lot of videos around the document editor, but
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around the document editor, but the one thing I do wanna hit on
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the one thing I do wanna hit on here is I’m gonna use the blank
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here is I’m gonna use the blank template but what I’m gonna do
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template but what I’m gonna do is go in and drag this drag and
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is go in and drag this drag and drop builder in here and you
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drop builder in here and you can grab some structure so up
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can grab some structure so up here. We’d have some tax we
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here. We’d have some tax we have their name their address
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have their name their address uh estimate number how good
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uh estimate number how good it’s uh how long it’s
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it’s uh how long it’s available, but the main thing
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available, but the main thing is under content when we go
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is under content when we go into the middle of the document
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into the middle of the document here this dynamic. When we
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here this dynamic. When we click on this is the place
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click on this is the place where the prices is displayed
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where the prices is displayed and if we scroll down our uh
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and if we scroll down our uh Facebook uh estimate is in
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Facebook uh estimate is in here. We plugged that in uh the
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here. We plugged that in uh the main thing is when you’re done
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main thing is when you’re done as this anytime you go into it.
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as this anytime you go into it. We need to go and delete this
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We need to go and delete this drag the content back in and
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drag the content back in and hit save and that will save the
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hit save and that will save the documents so comment your
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documents so comment your questions drop below Callahan’s
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questions drop below Callahan’s corner. You ask the questions
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corner. You ask the questions we answered live right here on
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we answered live right here on Facebook everything today
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Facebook everything today around estimate settings and
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around estimate settings and estimate price displaying and
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estimate price displaying and how to customize it to the way
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how to customize it to the way you wanna show your documents
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you wanna show your documents and pricing in your service.
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and pricing in your service. Autopilot account. We’ll see
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Autopilot account. We’ll see you again tomorrow on