Video Transcript
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Welcome back to Callahan
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Welcome back to Callahan corner, where you ask the
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corner, where you ask the questions and we answer some
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questions and we answer some live right here on Facebook so
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live right here on Facebook so one of the questions submitted
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one of the questions submitted today was setting up the
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today was setting up the foundational settings in
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foundational settings in service Autopilot for on demand
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service Autopilot for on demand job, basically known as snow
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job, basically known as snow jobs. so when you’re out,
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jobs. so when you’re out, plowing snow or removing ice,
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plowing snow or removing ice, uh those jobs are traditionally
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uh those jobs are traditionally on demand because when the job
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on demand because when the job or the need happens, it’s on
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or the need happens, it’s on demand, it’s not a readily
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demand, it’s not a readily scheduled service so first
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scheduled service so first thing we wanna do is jump in
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thing we wanna do is jump in the service auto pilot. It’s
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the service auto pilot. It’s gonna break it down here in 5
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gonna break it down here in 5 minutes or less. Um so I’m
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minutes or less. Um so I’m gonna show this. Stream here
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gonna show this. Stream here and break this down, but
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and break this down, but basically what we’re gonna do
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basically what we’re gonna do is go inside service autopilot
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is go inside service autopilot now if you have just started
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now if you have just started using service autopilot or
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using service autopilot or you’ve never used no
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you’ve never used no dispatching before there’s some
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dispatching before there’s some fun uh foundational things you
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fun uh foundational things you really need to set up so the
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really need to set up so the first thing you wanna do is go
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first thing you wanna do is go in here to the gear icon and
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in here to the gear icon and what we’re gonna do is go in
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what we’re gonna do is go in under company information,
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under company information, which is a little confusing for
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which is a little confusing for most. Um you wouldn’t think
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most. Um you wouldn’t think this would be in here but under
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this would be in here but under company information, we’re
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company information, we’re gonna go into the settings. Tab
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gonna go into the settings. Tab the fourth tab all the way
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the fourth tab all the way across the board here and we’re
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across the board here and we’re gonna slide down and what we’re
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gonna slide down and what we’re gonna do is enable snow and by
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gonna do is enable snow and by clicking that it allows weather
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clicking that it allows weather driven scheduling capabilities.
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driven scheduling capabilities. So if that’s not on you will
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So if that’s not on you will not see on demand. so once that
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not see on demand. so once that is enabled under scheduling, we
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is enabled under scheduling, we will have dispatch snow jobs.
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will have dispatch snow jobs. so that’s how we actually turn
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so that’s how we actually turn that on now, that’s the first
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that on now, that’s the first of two parts that we need. so
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of two parts that we need. so if you have any comments or
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if you have any comments or questions in the live video or
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questions in the live video or the recorded version happy to
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the recorded version happy to answer those as well at
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answer those as well at Kellyanne. But first thing we
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Kellyanne. But first thing we need to do is go to gear icon
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need to do is go to gear icon and go into your company
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and go into your company information go to settings and
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information go to settings and enable snow now to check that
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enable snow now to check that we need to go to scheduling and
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we need to go to scheduling and dispatch snow jobs. That’s the
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dispatch snow jobs. That’s the first part to know that that’s
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first part to know that that’s set up correctly. The second
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set up correctly. The second part is when we go to the gear
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part is when we go to the gear icon once again and going and
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icon once again and going and dial to the service area we
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dial to the service area we need to have a particular uh
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need to have a particular uh area. check for. So jobs to
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area. check for. So jobs to actually be enabled to actually
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actually be enabled to actually be able to see them so if we go
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be able to see them so if we go in and add a service the area
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in and add a service the area here that says show in no
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here that says show in no dispatch needs to be checked
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dispatch needs to be checked now if that is not checked, it
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now if that is not checked, it will not show up in the
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will not show up in the on-demand section. so those are
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on-demand section. so those are the two key parts that you need
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the two key parts that you need to be aware of if you’re
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to be aware of if you’re setting up snow services inside
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setting up snow services inside service Autopilot. so that’s
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service Autopilot. so that’s the foundational pieces if
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the foundational pieces if you’re looking to learn. More
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you’re looking to learn. More about uh snow scheduling inside
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about uh snow scheduling inside service Autopilot service
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service Autopilot service Autopilot created a three-part
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Autopilot created a three-part webinar in addition, simple
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webinar in addition, simple growth has several videos that
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growth has several videos that breaks down the workflow and
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breaks down the workflow and being in the third largest
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being in the third largest snowflake or snowfall market in
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snowflake or snowfall market in the United States in upstate
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the United States in upstate Rochester, New York. Uh this is
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Rochester, New York. Uh this is something we have done so if
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something we have done so if you have any questions or
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you have any questions or comments around snow removal on
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comments around snow removal on how to actually utilize it
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how to actually utilize it inside service Autopilot. we’re
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inside service Autopilot. we’re happy to help uh if you check
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happy to help uh if you check some previous videos, we’ve
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some previous videos, we’ve actually broken down how to do
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actually broken down how to do a per trip uh. Contract for
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a per trip uh. Contract for estimates a unlimited contract
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estimates a unlimited contract and as well as a uh retainer
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and as well as a uh retainer with over so these are the
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with over so these are the things we’ve broken down so far
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things we’ve broken down so far coming up to the snow season
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coming up to the snow season here so um any of the questions
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here so um any of the questions around snow feel free to drop
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around snow feel free to drop them in. We’ll have a callahan
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them in. We’ll have a callahan corner of them, but Callahan’s
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corner of them, but Callahan’s corner you ask the questions we
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corner you ask the questions we answer them live right here on
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answer them live right here on Facebook uh look forward to
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Facebook uh look forward to seeing you again tomorrow and
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seeing you again tomorrow and if you are in the service,
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if you are in the service, Autopilot ecosystem or
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Autopilot ecosystem or thinking. About getting into it
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thinking. About getting into it or maybe not even using service
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or maybe not even using service auto pilot, but you want to
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auto pilot, but you want to learn from some of the experts
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learn from some of the experts um pretty much on a national
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um pretty much on a national basis Essay Thrive 2020 the
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basis Essay Thrive 2020 the virtual summit. The service
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virtual summit. The service Autopilot, is putting on
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Autopilot, is putting on November 11th and twelfth. I’m
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November 11th and twelfth. I’m gonna be speaking on the second
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gonna be speaking on the second day. Bring it home uh one of
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day. Bring it home uh one of the last talks the new way of
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the last talks the new way of winning clients. Start the
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winning clients. Start the conversation so little preview
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conversation so little preview of my conversation that I’m
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of my conversation that I’m gonna be having with the essay
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gonna be having with the essay ecosystem here just finishing
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ecosystem here just finishing up my slide getting ready to go
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up my slide getting ready to go live for everyone uh in about a
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live for everyone uh in about a month’s time, so we’ll see you
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month’s time, so we’ll see you there. At uh the essay Thrive
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there. At uh the essay Thrive 2020 virtual summit and
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2020 virtual summit and hopefully at seven uh when
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hopefully at seven uh when things clean up with covet next
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things clean up with covet next November so questions drop
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November so questions drop below Callahan corner You ask
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below Callahan corner You ask the questions we answer them