00:11
Welcome back to Callahan
00:12
Welcome back to Callahan corner, where you ask a
00:13
corner, where you ask a question we answered live right
00:15
question we answered live right here on Facebook So today’s
00:16
here on Facebook So today’s question submitted was how do I
00:18
question submitted was how do I go out and actually customize
00:20
go out and actually customize an estimate inside service
00:23
an estimate inside service Autopilot one time so if you’re
00:24
Autopilot one time so if you’re using service Autopilot, uh you
00:26
using service Autopilot, uh you probably are well aware of it.
00:27
probably are well aware of it. But if you’re not, I’m gonna
00:28
But if you’re not, I’m gonna break it down. uh there is such
00:30
break it down. uh there is such thing as an estimate template
00:31
thing as an estimate template now this template um connects
00:34
now this template um connects to an estimate document and
00:36
to an estimate document and estimate document is basically
00:38
estimate document is basically uh the verbiage on your
00:40
uh the verbiage on your contractor estimates. I’m gonna
00:41
contractor estimates. I’m gonna pop up the screen here in a
00:43
pop up the screen here in a minute and show you, but
00:43
minute and show you, but basically the idea is set it
00:45
basically the idea is set it and forget it situation. So. We
00:46
and forget it situation. So. We go in, we hit template it loads
00:48
go in, we hit template it loads our pricing template and it
00:50
our pricing template and it connects to a standardized
00:51
connects to a standardized documents. We do not have to go
00:52
documents. We do not have to go out into something like
00:53
out into something like Microsoft word and copy and
00:56
Microsoft word and copy and paste different things in there
00:56
paste different things in there it loads in every time it’s
00:58
it loads in every time it’s standardized and we can
00:59
standardized and we can delegate it so uh if you wanna
01:00
delegate it so uh if you wanna go in and actually customize
01:03
go in and actually customize that’s an easy play for a
01:04
that’s an easy play for a one-off scenario. so I’m gonna
01:06
one-off scenario. so I’m gonna pop the screen over here and
01:07
pop the screen over here and kinda show you so inside
01:09
kinda show you so inside service autopilot just to give
01:10
service autopilot just to give you some background. I wasn’t
01:11
you some background. I wasn’t really thinking about doing
01:12
really thinking about doing this, but I’ll kinda connect
01:13
this, but I’ll kinda connect the dots here so uh if we go
01:14
the dots here so uh if we go into the gear. Icon and go into
01:20
into the gear. Icon and go into documents the documents are
01:22
documents the documents are connected is an estimate email
01:23
connected is an estimate email so this email sends out the
01:25
so this email sends out the actual uh email with the link
01:26
actual uh email with the link in it that you can click on to
01:28
in it that you can click on to open up the estimate that opens
01:30
open up the estimate that opens up an estimate document and
01:32
up an estimate document and inside that estimate document
01:33
inside that estimate document is um an area that we call
01:36
is um an area that we call dynamic content. That’s where
01:37
dynamic content. That’s where the price is now. We can’t edit
01:39
the price is now. We can’t edit that um on the fly, but we
01:41
that um on the fly, but we cannot edit the rest of the
01:42
cannot edit the rest of the documents so if you’re working
01:44
documents so if you’re working with simple growth, uh we
01:45
with simple growth, uh we usually go. And build out your
01:49
usually go. And build out your estimate documents to the one
01:51
estimate documents to the one word simple growth. so if
01:52
word simple growth. so if you’re going in you can go in
01:53
you’re going in you can go in and see uh when we build it out
01:55
and see uh when we build it out now on this test, there’s a few
01:56
now on this test, there’s a few but in when you’re setting this
01:57
but in when you’re setting this up yourself, you should have
01:59
up yourself, you should have three key elements and estimate
02:00
three key elements and estimate email an estimate document and
02:03
email an estimate document and an acceptance email so this
02:04
an acceptance email so this client estimate email is the
02:05
client estimate email is the email that sends out the
02:08
email that sends out the estimate and when I hit edit
02:09
estimate and when I hit edit here, uh you’ll be able to see
02:11
here, uh you’ll be able to see what that looks like. but
02:12
what that looks like. but basically, this is an email
02:13
basically, this is an email that is fired off to your
02:15
that is fired off to your leader client and there’s a.
02:16
leader client and there’s a. Link that’s embedded in there
02:18
Link that’s embedded in there that they can click uh right
02:19
that they can click uh right here on this quote link. So
02:22
here on this quote link. So that’s the first part. We’re
02:25
that’s the first part. We’re sending the estimate out and
02:27
sending the estimate out and then the next part is the part
02:29
then the next part is the part that we’re talking about in
02:30
that we’re talking about in this video is our estimate
02:33
this video is our estimate document and now this estimate
02:35
document and now this estimate document here. um when you see
02:37
document here. um when you see it here is based underestimate
02:38
it here is based underestimate so I’m gonna go in and pull up.
02:42
so I’m gonna go in and pull up. Let’s do a snow plow contract,
02:44
Let’s do a snow plow contract, but this is the same for any
02:45
but this is the same for any industry uh but with the
02:46
industry uh but with the estimate does is it actually
02:48
estimate does is it actually estimate email here connects
02:50
estimate email here connects the email that we just show the
02:50
the email that we just show the estimate that goes out in that
02:52
estimate that goes out in that and there’s an estimate
02:54
and there’s an estimate confirmation. Email the part.
02:55
confirmation. Email the part. We’re looking is this estimate
02:56
We’re looking is this estimate document that we’re in how do
02:57
document that we’re in how do you customize this on the fly
02:58
you customize this on the fly So first you have to set it up
03:00
So first you have to set it up and standardize it and then I’m
03:02
and standardize it and then I’m gonna show you how to customize
03:03
gonna show you how to customize it on the fly for a particular
03:05
it on the fly for a particular client uh but the idea is you
03:06
client uh but the idea is you have an idea What is going on
03:10
have an idea What is going on here? We have this document.
03:12
here? We have this document. That we’ve created and then
03:13
That we’ve created and then this is where the pricing would
03:15
this is where the pricing would load and then we have our
03:17
load and then we have our contractor estimate verbiage
03:19
contractor estimate verbiage here. so all of this is going
03:21
here. so all of this is going to
03:25
be completely standard but what
03:27
be completely standard but what if we want customize that for
03:29
if we want customize that for particular estimates, so I’m
03:30
particular estimates, so I’m gonna go in and pull up a test
03:33
gonna go in and pull up a test client and create an estimate
03:34
client and create an estimate show you how to customize this
03:35
show you how to customize this on the fly. so we go in and hit
03:37
on the fly. so we go in and hit add an estimate and we’re gonna
03:39
add an estimate and we’re gonna select our template now the
03:41
select our template now the template itself loads all your
03:42
template itself loads all your services by default and That
03:45
services by default and That estimate document in so it’s
03:47
estimate document in so it’s avoiding two to three steps of
03:49
avoiding two to three steps of connecting documents and
03:50
connecting documents and templates um and it’s gonna
03:52
templates um and it’s gonna standardize that for you once
03:53
standardize that for you once again, we wanna standardize and
03:54
again, we wanna standardize and delegate so we’re gonna do is
03:56
delegate so we’re gonna do is go into templates here once it
03:59
go into templates here once it loads in select the template
04:01
loads in select the template for let’s say, lawn care or
04:02
for let’s say, lawn care or home clean, but the idea is all
04:04
home clean, but the idea is all our services would load now
04:07
our services would load now this test account. We’ve got
04:07
this test account. We’ve got quite a few. I’m gonna go into
04:09
quite a few. I’m gonna go into our lawn care leads estimate
04:12
our lawn care leads estimate template and based on the
04:13
template and based on the variables are already. It’s a
04:16
variables are already. It’s a 9400 square foot home
04:18
9400 square foot home fictitious who were charging
04:19
fictitious who were charging thirty bucks to cut it and I’m
04:19
thirty bucks to cut it and I’m gonna add our drive time in
04:21
gonna add our drive time in here as well. So this is gonna
04:22
here as well. So this is gonna be a $38 cut draft. a quote now
04:26
be a $38 cut draft. a quote now it’s live um and I’m also gonna
04:29
it’s live um and I’m also gonna go out and scroll down to
04:31
go out and scroll down to shrub. We’ve done small medium
04:33
shrub. We’ve done small medium large shrubs based on the size
04:35
large shrubs based on the size I’ll at our drive time in here
04:38
I’ll at our drive time in here so that is going to be a $308
04:41
so that is going to be a $308 shrub pings and the scroll to
04:42
shrub pings and the scroll to the bottom and hit see now
04:44
the bottom and hit see now traditionally with. Up and hit
04:46
traditionally with. Up and hit email if we don’t close them on
04:47
email if we don’t close them on the phone and that pulls up
04:51
the phone and that pulls up that email that we showed you
04:53
that email that we showed you with the link in it and it
04:53
with the link in it and it opens up the estimate document.
04:55
opens up the estimate document. What if we don’t want that
04:57
What if we don’t want that estimate document um to be
04:58
estimate document um to be standardized so we go into
05:00
standardized so we go into edit. We’re gonna pull the
05:01
edit. We’re gonna pull the standardized document, but this
05:03
standardized document, but this is where we can make on the fly
05:05
is where we can make on the fly changes for this one particular
05:06
changes for this one particular estimate on this one particular
05:08
estimate on this one particular leader client, so this is not
05:09
leader client, so this is not affecting everything we
05:11
affecting everything we standardize. It’s just for this
05:13
standardize. It’s just for this particular estimate on this
05:14
particular estimate on this particular client So once this
05:16
particular client So once this loads we have our document
05:18
loads we have our document editor here so. We wanted to
05:21
editor here so. We wanted to display the price differently.
05:22
display the price differently. we could pull in different
05:23
we could pull in different dynamic content. Maybe we
05:25
dynamic content. Maybe we wanted to go in and take the
05:29
wanted to go in and take the image um of a house. So maybe
05:31
image um of a house. So maybe we wanted to take the time um
05:33
we wanted to take the time um and I’m not recommending this
05:34
and I’m not recommending this but it is an interesting play,
05:36
but it is an interesting play, especially if you’re gonna um
05:39
especially if you’re gonna um watch uh essay thrive uh simple
05:42
watch uh essay thrive uh simple or service Autopilot virtual
05:44
or service Autopilot virtual conference Marcus Sheridan. If
05:45
conference Marcus Sheridan. If they ask you answer. Can we
05:46
they ask you answer. Can we talk about using video and
05:48
talk about using video and imagery in your sales process
05:50
imagery in your sales process so um kinda an. Idea here that
05:53
so um kinda an. Idea here that you could embed a picture of
05:55
you could embed a picture of the home or service that you’re
05:57
the home or service that you’re putting in here or let’s just
05:59
putting in here or let’s just say maybe we we wanted to go
06:01
say maybe we we wanted to go and insert a video so I’m gonna
06:04
and insert a video so I’m gonna pull up uh real quickly here on
06:07
pull up uh real quickly here on another screen um YouTube and
06:09
another screen um YouTube and see if I can pull up a quick
06:12
see if I can pull up a quick video here. And show you how
06:16
video here. And show you how you can actually embed a video
06:19
you can actually embed a video of a particular home uh in
06:22
of a particular home uh in there, so let’s just say. We’ve
06:27
there, so let’s just say. We’ve gone out.
06:30
gone out. And made
06:30
And made on site video of the
06:33
And made on site video of the estimate um so we could do is
06:35
estimate um so we could do is uh I’ll just take the video
06:36
uh I’ll just take the video here of uh Angela Brown
06:39
here of uh Angela Brown interview I
06:42
interview I video upload it to YouTube,
06:44
video upload it to YouTube, make it private settings or put
06:46
make it private settings or put it to a whiskey channel. that’s
06:47
it to a whiskey channel. that’s private and you would go to
06:50
private and you would go to share and go into in bed and
06:52
share and go into in bed and take this frame here of your
06:55
take this frame here of your individual property. So imagine
06:57
individual property. So imagine you went out to a house with
06:59
you went out to a house with your cellphone and you’re doing
07:00
your cellphone and you’re doing the estimate and you’re taking
07:02
the estimate and you’re taking a video of this. this estimate
07:03
a video of this. this estimate you’re narrating but you wanna
07:05
you’re narrating but you wanna add this to the actual uh
07:07
add this to the actual uh estimates so we can go in and
07:09
estimates so we can go in and instead of browsing and adding
07:11
instead of browsing and adding an image. Which we could so
07:14
an image. Which we could so actually that’s an interesting
07:15
actually that’s an interesting play as well. So if you went in
07:18
play as well. So if you went in and hit add an estimate uh I’ll
07:20
and hit add an estimate uh I’ll show you how to add the image
07:21
show you how to add the image and then add a video. so this
07:22
and then add a video. so this could play in a two or two or
07:24
could play in a two or two or three different ways to
07:25
three different ways to customize this on the fly. So
07:26
customize this on the fly. So we’re gonna add that estimate
07:28
we’re gonna add that estimate and uh show you how to add that
07:31
and uh show you how to add that in so first thing thing you’re
07:33
in so first thing thing you’re gonna get it once is hit
07:34
gonna get it once is hit templates, but we’re gonna
07:34
templates, but we’re gonna we’re gonna add a video and
07:35
we’re gonna add a video and we’re gonna add a picture of
07:37
we’re gonna add a picture of the property. We’re estimating
07:39
the property. We’re estimating on the fly to customize it one
07:41
on the fly to customize it one off for this client. so I’m
07:41
off for this client. so I’m gonna go in and. My estimate
07:45
gonna go in and. My estimate lead here and I’m gonna draft
07:50
lead here and I’m gonna draft my lawn mowing.
07:53
my lawn mowing. Once again
07:53
Once again and I’m gonna go
07:54
Once again and I’m gonna go down and do my shrub so
07:58
down and do my shrub so traditionally once you hit save
07:59
traditionally once you hit save once again, you hit the email
08:00
once again, you hit the email button an email out what if we
08:01
button an email out what if we wanna customize this on the fly
08:04
wanna customize this on the fly and add a picture of the
08:04
and add a picture of the estimate of the property,
08:06
estimate of the property, estimating and a video so the
08:07
estimating and a video so the idea would be as we go in now
08:10
idea would be as we go in now instead of emailing we hit edit
08:11
instead of emailing we hit edit this pulls off the document
08:13
this pulls off the document editor just for a single
08:13
editor just for a single estimate, and this is how we
08:15
estimate, and this is how we can actually go out and create
08:17
can actually go out and create a process around this. So this
08:18
a process around this. So this is actually a pretty cool idea
08:20
is actually a pretty cool idea once again, if you’re if you’re
08:21
once again, if you’re if you’re joining us to thrive. This is
08:22
joining us to thrive. This is something Marcus Sheridan is
08:23
something Marcus Sheridan is gonna be talking about so um
08:26
gonna be talking about so um pretty interesting idea here
08:28
pretty interesting idea here and I didn’t really think of it
08:29
and I didn’t really think of it till I got on this video so as
08:31
till I got on this video so as it’s taken a little longer but
08:32
it’s taken a little longer but we can go in and put it it and
08:34
we can go in and put it it and if we’d already loaded the
08:35
if we’d already loaded the image in the service, Autopilot
08:36
image in the service, Autopilot through our mobile app, we can
08:38
through our mobile app, we can go in the hips. And maybe we’re
08:42
go in the hips. And maybe we’re talking about here of the
08:43
talking about here of the service area in the square
08:45
service area in the square footage that we’re covering
08:46
footage that we’re covering obviously it’s kind of a
08:47
obviously it’s kind of a fictitious idea, but uh you get
08:49
fictitious idea, but uh you get the idea so service area one
08:51
the idea so service area one area two. We’re talking about
08:53
area two. We’re talking about the area that we’re servicing
08:54
the area that we’re servicing particular to this client and
08:56
particular to this client and we’re giving them a square
08:57
we’re giving them a square foot. they’re covering so you
08:58
foot. they’re covering so you could put that in now what if
08:59
could put that in now what if you wanted to put in a video
09:01
you wanted to put in a video and I really like that idea um
09:05
and I really like that idea um and I’m big on video.
09:05
and I’m big on video. obviously, so we we went in and
09:06
obviously, so we we went in and did an HTMLfive. YouTube and
09:12
did an HTMLfive. YouTube and uploaded this privately so it
09:13
uploaded this privately so it wasn’t public or on something
09:16
wasn’t public or on something like whiskey if we copied that
09:18
like whiskey if we copied that click in the HT block. Imagine
09:21
click in the HT block. Imagine that video is me walking around
09:22
that video is me walking around the house talking about the
09:24
the house talking about the estimate. And we could go and.
09:30
estimate. And we could go and. Leave the picture of it and the
09:32
Leave the picture of it and the video of you walking around the
09:33
video of you walking around the house. So now, this is a
09:35
house. So now, this is a customized estimate with
09:37
customized estimate with picture video of the specific
09:38
picture video of the specific property that you’re taking
09:40
property that you’re taking care of for um obviously I
09:41
care of for um obviously I recommend selling those gateway
09:42
recommend selling those gateway services over the phone and
09:44
services over the phone and closing quickly, but if you
09:45
closing quickly, but if you close this um ask them. yes, we
09:47
close this um ask them. yes, we wanna save this and now we’re
09:49
wanna save this and now we’re gonna email us out and show you
09:50
gonna email us out and show you what it looks like in a live
09:51
what it looks like in a live estimate for the client. Now
09:53
estimate for the client. Now that’s a one-off estimate um
09:55
that’s a one-off estimate um for that individual. so let’s
09:57
for that individual. so let’s go back into that estimate now
09:58
go back into that estimate now that we’ve saved it and email
09:59
that we’ve saved it and email that off. And you can see what
10:01
that off. And you can see what the final product is gonna look
10:02
the final product is gonna look like so how to customize your
10:05
like so how to customize your estimate document uh one off
10:06
estimate document uh one off whether it’s just text or not I
10:08
whether it’s just text or not I kinda took it to the next
10:09
kinda took it to the next level. I’ll show you how to
10:10
level. I’ll show you how to embed a video and picture of a
10:11
embed a video and picture of a property specific um so once
10:14
property specific um so once this loads here, we’re gonna go
10:15
this loads here, we’re gonna go in and email this out to
10:18
in and email this out to ourselves to show you what that
10:19
ourselves to show you what that looks like.
10:26
And that should be loading
10:27
And that should be loading let’s see if I didn’t uh see
10:30
let’s see if I didn’t uh see and it should be right here.
10:31
and it should be right here. Let’s pull that back up and
10:33
Let’s pull that back up and show you how to actually send
10:34
show you how to actually send that out.
10:39
So once this loads we’ve gone
10:40
So once this loads we’ve gone now and added a property
10:42
now and added a property specific picture and a property
10:44
specific picture and a property specific video. So we’re gonna
10:46
specific video. So we’re gonna do is just preview it really
10:48
do is just preview it really quickly and make sure
10:49
quickly and make sure everything loaded here working
10:50
everything loaded here working at home has been a little crazy
10:52
at home has been a little crazy with the internet speeds just
10:54
with the internet speeds just with all the kids in the
10:55
with all the kids in the neighborhood so um definitely
10:57
neighborhood so um definitely no reflection at service
10:58
no reflection at service Autopilot. We’ve been having
10:59
Autopilot. We’ve been having issues here all week with all
11:00
issues here all week with all the different softwares um but
11:02
the different softwares um but once again, you’ve got a
11:04
once again, you’ve got a property specific picture and a
11:05
property specific picture and a property specific video of you
11:07
property specific video of you potentially walking around uh
11:07
potentially walking around uh we’re gonna go out in our
11:08
we’re gonna go out in our email. That to myself and show
11:11
email. That to myself and show you what it looks like for the
11:12
you what it looks like for the client.
11:20
And we’re gonna send that and
11:23
And we’re gonna send that and quickly I’m gonna go on the
11:24
quickly I’m gonna go on the other screen to pull up my
11:25
other screen to pull up my email so you can see what the
11:26
email so you can see what the final product looks like of a
11:27
final product looks like of a one-off customized estimate
11:29
one-off customized estimate with picture of the property or
11:31
with picture of the property or servicing and a video of you
11:33
servicing and a video of you walking around potentially of
11:34
walking around potentially of this property. This will work
11:35
this property. This will work great for lawn care home,
11:36
great for lawn care home, cleaning or pest control for
11:37
cleaning or pest control for sure. uh it’s a personalized
11:40
sure. uh it’s a personalized emotional video of the actual
11:42
emotional video of the actual property that you’re taking
11:44
property that you’re taking care of. So I’m gonna pull this
11:48
care of. So I’m gonna pull this up here and show you but uh
11:50
up here and show you but uh Callahan’s corner. you ask the
11:50
Callahan’s corner. you ask the questions we answer them live
11:51
questions we answer them live right here on Facebook and this
11:53
right here on Facebook and this is how we uh we recommend
11:55
is how we uh we recommend customizing these estimates on
11:56
customizing these estimates on the fly. So here’s email that
12:00
the fly. So here’s email that is coming through. through. We
12:01
is coming through. through. We wanna go and view my proposal
12:04
wanna go and view my proposal and as advertise everything is
12:06
and as advertise everything is in there, property specific
12:09
in there, property specific pricing and a picture of the
12:12
pricing and a picture of the property that we’re servicing
12:12
property that we’re servicing and potentially if you use your
12:14
and potentially if you use your imagination, this could be a
12:15
imagination, this could be a video that plays live right in
12:17
video that plays live right in the estimate of you walking
12:18
the estimate of you walking around the specific property so
12:19
around the specific property so Callahan corner, you ask the
12:20
Callahan corner, you ask the questions we answer them live