Video Transcript
00:01
Welcome back to the weekly talk
00:03
Welcome back to the weekly talk show Mike Callahan here um
00:05
show Mike Callahan here um special guest Tina Service was
00:07
special guest Tina Service was not able to make it with some
00:08
not able to make it with some internet connection problems
00:09
internet connection problems all the kiddos obviously in the
00:11
all the kiddos obviously in the neighborhood have been uh
00:13
neighborhood have been uh jamming up a bit of the
00:14
jamming up a bit of the bandwidth on the internet, but
00:16
bandwidth on the internet, but um the show must go on so we’re
00:18
um the show must go on so we’re gonna be rebooking uh Tina
00:20
gonna be rebooking uh Tina Service uh made for time uh
00:22
Service uh made for time uh hopefully next week, but I’ve
00:25
hopefully next week, but I’ve got some special treat here for
00:26
got some special treat here for you. Um Um I’m gonna go kinda
00:29
you. Um Um I’m gonna go kinda unprepared but a topic that
00:30
unprepared but a topic that I’ve been very passionate about
00:32
I’ve been very passionate about lately um is how to create.
00:34
lately um is how to create. Personalized estimates in
00:36
Personalized estimates in service autopilot so if you
00:39
service autopilot so if you haven’t bought your tickets for
00:40
haven’t bought your tickets for a thrive, the virtual
00:42
a thrive, the virtual conference for service
00:43
conference for service Autopilot uh keynote speaker
00:45
Autopilot uh keynote speaker Marcus Sheridan is gonna be
00:46
Marcus Sheridan is gonna be talking about how to use video
00:48
talking about how to use video in your sales process to
00:50
in your sales process to convert more sales. so what I’m
00:51
convert more sales. so what I’m gonna do is actually give you a
00:54
gonna do is actually give you a uh basically unscripted live
00:56
uh basically unscripted live version jumping in the service
00:57
version jumping in the service Autopilot in a minute. How to
00:58
Autopilot in a minute. How to use video and pictures of your
01:00
use video and pictures of your properties that you’re
01:01
properties that you’re estimating in service
01:02
estimating in service Autopilot. Uh now there’s a lot
01:05
Autopilot. Uh now there’s a lot of apps that you can use to do
01:07
of apps that you can use to do this, but I’m gonna show you
01:08
this, but I’m gonna show you how to actually use it
01:09
how to actually use it literally with your cellphone
01:11
literally with your cellphone and service Autopilot and avoid
01:13
and service Autopilot and avoid a third party software for
01:15
a third party software for extra cost and expense and have
01:16
extra cost and expense and have all of the live video and
01:17
all of the live video and pictures right inside your
01:19
pictures right inside your service Autopilot estimate to
01:21
service Autopilot estimate to create a personalized
01:22
create a personalized connection and close more sales
01:23
connection and close more sales um in the process wanna say
01:25
um in the process wanna say what’s up to Michelle pink
01:27
what’s up to Michelle pink collar um and Doug over there
01:29
collar um and Doug over there as well saying what’s up on the
01:30
as well saying what’s up on the weekly talk show, talk show,
01:31
weekly talk show, talk show, but what we’re gonna do up
01:32
but what we’re gonna do up service Autopilot breakdown
01:33
service Autopilot breakdown setting up uh the basic
01:34
setting up uh the basic process. Ask them and then how
01:36
process. Ask them and then how to take your basic estimate
01:38
to take your basic estimate document in per each individual
01:40
document in per each individual leader client. How to edit
01:42
leader client. How to edit property specific pictures and
01:44
property specific pictures and property specific videos to
01:47
property specific videos to close more sales with
01:48
close more sales with personalized estimates, and
01:49
personalized estimates, and this is gonna be a really uh in
01:51
this is gonna be a really uh in my opinion a huge game changer
01:53
my opinion a huge game changer for users service Autopilot
01:55
for users service Autopilot users um that wanna create that
01:57
users um that wanna create that personalized connection so if
01:58
personalized connection so if you’re going out and doing a
01:59
you’re going out and doing a very large design build um job
02:03
very large design build um job or a complex maybe post
02:04
or a complex maybe post construction clean in the
02:05
construction clean in the cleaning industry. Um those
02:07
cleaning industry. Um those aren’t small ticket items so we
02:09
aren’t small ticket items so we need to go out and different.
02:11
need to go out and different. Ourselves from the competition
02:12
Ourselves from the competition and create a higher perceived
02:15
and create a higher perceived value and most importantly
02:16
value and most importantly overcome any sales or price
02:19
overcome any sales or price objections so without any
02:20
objections so without any further delay, I’m gonna dive
02:21
further delay, I’m gonna dive in here. Hopefully things go
02:23
in here. Hopefully things go well we have not uh rehearse
02:25
well we have not uh rehearse this so hopefully this works
02:26
this so hopefully this works out alright, but the show must
02:28
out alright, but the show must go on. we wanna provide
02:28
go on. we wanna provide valuable content for the
02:31
valuable content for the ecosystem whether you use
02:32
ecosystem whether you use service autopilot or you’re
02:34
service autopilot or you’re looking to buy it in the future
02:35
looking to buy it in the future or you just own a home service
02:36
or you just own a home service company you’re looking for some
02:37
company you’re looking for some knowledge how to go out and out
02:39
knowledge how to go out and out and out. Your competition well,
02:41
and out. Your competition well, I tell you what this is
02:43
I tell you what this is definitely one of them. so stay
02:44
definitely one of them. so stay tuned here. I’m gonna hop on
02:46
tuned here. I’m gonna hop on the other screen and actually
02:48
the other screen and actually open the screen up like I said,
02:50
open the screen up like I said, totally unprompted uh Tina
02:52
totally unprompted uh Tina tried to drive out to somewhere
02:53
tried to drive out to somewhere they had wifi and their WiFi
02:54
they had wifi and their WiFi was was down as well. uh we’re
02:56
was was down as well. uh we’re bringing it live as we do on
02:58
bringing it live as we do on the weekly talks or any
02:59
the weekly talks or any comments questions uh in
03:01
comments questions uh in between on the live here or
03:02
between on the live here or recorded version drop them in.
03:03
recorded version drop them in. I’m happy to answer those um
03:05
I’m happy to answer those um and almost have the finishing
03:07
and almost have the finishing touches on my essay. Thrive
03:08
touches on my essay. Thrive talk close Out the second day
03:11
talk close Out the second day um so really excited about
03:13
um so really excited about that. so those tickets I
03:14
that. so those tickets I believe are still on special.
03:15
believe are still on special. Make sure you get your thrive
03:17
Make sure you get your thrive twenty tickets for essay and uh
03:19
twenty tickets for essay and uh without any further delay. I’m
03:20
without any further delay. I’m gonna dive into one of our test
03:21
gonna dive into one of our test accounts and just show you
03:23
accounts and just show you really a high level the
03:25
really a high level the foundational pieces of an
03:26
foundational pieces of an estimate that are going into
03:27
estimate that are going into play and then how to take the
03:31
play and then how to take the estimate document and process
03:33
estimate document and process once it’s standardized and
03:35
once it’s standardized and insert property specific
03:36
insert property specific pictures and videos into it,
03:39
pictures and videos into it, there are particular to each
03:40
there are particular to each client uh house without having
03:42
client uh house without having to use a separate app or
03:44
to use a separate app or software All we’re gonna need
03:44
software All we’re gonna need is our. And uh YouTube uh
03:49
is our. And uh YouTube uh creator and I’m gonna show you
03:50
creator and I’m gonna show you how to do all that as well. So
03:51
how to do all that as well. So this is gonna be a really cool
03:52
this is gonna be a really cool different. take on the weekly
03:54
different. take on the weekly talk today completely
03:55
talk today completely unprepared, but hey here we go
03:56
unprepared, but hey here we go so first thing we’re gonna do
03:58
so first thing we’re gonna do is uh I’m gonna go in and show
03:59
is uh I’m gonna go in and show you how to break out build some
04:01
you how to break out build some services um in a matrix so the
04:05
services um in a matrix so the idea is there’s three types of
04:07
idea is there’s three types of estimating that we talk about.
04:07
estimating that we talk about. We have the first one where we
04:09
We have the first one where we go out and price particular.
04:11
go out and price particular. What everyone else in your
04:12
What everyone else in your market is charging and
04:14
market is charging and obviously that is not the way
04:14
obviously that is not the way to go but when we all get into
04:15
to go but when we all get into business, we’ll go up to a
04:16
business, we’ll go up to a home. Lawn mower or cleaning,
04:19
home. Lawn mower or cleaning, go up and look at that home and
04:21
go up and look at that home and say you know based on my
04:23
say you know based on my market. I think this is what I
04:24
market. I think this is what I should charge. so that’s what
04:26
should charge. so that’s what we charge now The second step
04:29
we charge now The second step is uh Dylan and I on the team
04:31
is uh Dylan and I on the team like to call it estimating so
04:32
like to call it estimating so we go up and we kind of guess
04:34
we go up and we kind of guess or estimate how long we think
04:36
or estimate how long we think that job is gonna take based on
04:38
that job is gonna take based on how many hours or minutes we
04:40
how many hours or minutes we think the job is gonna take so
04:41
think the job is gonna take so what I’m gonna do is show you
04:42
what I’m gonna do is show you how to create a estimation
04:44
how to create a estimation system and service autopilot,
04:46
system and service autopilot, and then finally is a
04:46
and then finally is a production based. System based
04:49
production based. System based on the square footage of mowing
04:50
on the square footage of mowing and the square footage of
04:52
and the square footage of cleaning or the linear feet or
04:53
cleaning or the linear feet or small, medium and large shrubs,
04:54
small, medium and large shrubs, so we’re gonna break that down,
04:56
so we’re gonna break that down, but the cool thing is in
04:57
but the cool thing is in service Autopilot. It’s not a
04:58
service Autopilot. It’s not a one size with tall. Yes, it’s
05:00
one size with tall. Yes, it’s an extremely robust platform,
05:02
an extremely robust platform, but we can go in from our
05:04
but we can go in from our estimating into our production
05:05
estimating into our production rate based estimating so if
05:07
rate based estimating so if you’re not comfortable with a
05:08
you’re not comfortable with a production based estimating
05:09
production based estimating system um whether it’s on your
05:11
system um whether it’s on your own numbers or industry
05:13
own numbers or industry averages, we can go in three to
05:15
averages, we can go in three to 6 months run reports. On data
05:18
6 months run reports. On data your guys and girls in the
05:20
your guys and girls in the field and your equipment and
05:21
field and your equipment and see how long it takes on
05:23
see how long it takes on average out to blow and blow
05:25
average out to blow and blow and edge that lawn or how long
05:27
and edge that lawn or how long it takes to do a weekly or
05:29
it takes to do a weekly or biweekly cleaning or a top to
05:30
biweekly cleaning or a top to bottom of deluxe, your initial
05:31
bottom of deluxe, your initial clean so whether the industry
05:33
clean so whether the industry is inside inside or outside of
05:34
is inside inside or outside of the this is going to be
05:35
the this is going to be applicable so hang in there. so
05:36
applicable so hang in there. so I’m gonna lay some foundations
05:37
I’m gonna lay some foundations how to set it up and then once
05:39
how to set it up and then once we’ve customized the
05:41
we’ve customized the documenting everything built
05:41
documenting everything built in, we’re gonna go in and
05:44
in, we’re gonna go in and actually show you how to add
05:45
actually show you how to add property specific pictures and
05:46
property specific pictures and property specific videos. In
05:48
property specific videos. In the estimate for that um
05:51
the estimate for that um ability to make that emotional
05:53
ability to make that emotional connection sell at a higher
05:54
connection sell at a higher price and overcome those sales
05:55
price and overcome those sales and price objections upfront in
05:57
and price objections upfront in your documents so first thing
05:58
your documents so first thing we’re gonna do is we’re gonna
05:59
we’re gonna do is we’re gonna jump into something I like to
06:01
jump into something I like to call call the simple blueprint.
06:03
call call the simple blueprint. so this is something as a
06:05
so this is something as a certified adviser of service
06:07
certified adviser of service Autopilot that we use when we
06:09
Autopilot that we use when we help other members set up their
06:12
help other members set up their essay account. so what we
06:13
essay account. so what we traditionally do here is I’m
06:14
traditionally do here is I’m gonna use a lawn, mowing
06:16
gonna use a lawn, mowing example and a home cleaning.
06:19
example and a home cleaning. Just so we aren’t uh alienate
06:21
Just so we aren’t uh alienate any industry that uses it, but
06:22
any industry that uses it, but the first thing we’re gonna do
06:22
the first thing we’re gonna do is we’re gonna go in and put in
06:23
is we’re gonna go in and put in lawn mowing so this is gonna be
06:27
lawn mowing so this is gonna be our service need if you’re
06:29
our service need if you’re watching this on the record
06:30
watching this on the record version, you feel free to
06:31
version, you feel free to follow each step Pause and go
06:32
follow each step Pause and go back and forth and if you like
06:34
back and forth and if you like the content or you have any
06:35
the content or you have any questions, please drop some
06:35
questions, please drop some comments in here. Um it helps
06:37
comments in here. Um it helps just to know where you’re at
06:38
just to know where you’re at but the custom field is that
06:39
but the custom field is that job variable what’s the area
06:41
job variable what’s the area where blowing edging So I’m
06:43
where blowing edging So I’m gonna say it’s called turf
06:44
gonna say it’s called turf Square footage now in. Number
06:48
Square footage now in. Number two, we’re gonna do the same
06:49
two, we’re gonna do the same exact thing, but I’m gonna be
06:50
exact thing, but I’m gonna be using a home cleaning examples.
06:53
using a home cleaning examples. I’m gonna call this weekly home
06:56
I’m gonna call this weekly home cleaning I would tell you what
06:57
cleaning I would tell you what our special guest it could make
06:58
our special guest it could make a Tina service has got this
06:59
a Tina service has got this dialed in and made for time and
07:01
dialed in and made for time and I can’t wait to get her on uh
07:03
I can’t wait to get her on uh cuz she’s got an amazing system
07:05
cuz she’s got an amazing system in two different state um and
07:07
in two different state um and actually her company actually
07:08
actually her company actually cleans my house. so I’m kinda
07:09
cleans my house. so I’m kinda excited to show you the
07:10
excited to show you the perspective of a user, a
07:12
perspective of a user, a consumer and a business on both
07:13
consumer and a business on both ends but for her weekly home
07:15
ends but for her weekly home cleaning, I’m assuming she’s
07:17
cleaning, I’m assuming she’s probably putting home square
07:18
probably putting home square footage if you’re looking this
07:19
footage if you’re looking this up on Zillow, that’s that
07:20
up on Zillow, that’s that livable square footage of the
07:21
livable square footage of the house being clean. So now we’ve
07:23
house being clean. So now we’ve got two industry specific
07:25
got two industry specific examples. lawn mowing for
07:26
examples. lawn mowing for church Square footage. Weekly
07:28
church Square footage. Weekly home cleaning is home square
07:29
home cleaning is home square footage now the next thing I’m
07:31
footage now the next thing I’m gonna be going in if we are
07:33
gonna be going in if we are working together or you’re
07:34
working together or you’re doing this by yourself is we
07:37
doing this by yourself is we would want to go in and say
07:39
would want to go in and say okay. What is your charge per
07:40
okay. What is your charge per man hour or charge per hour?
07:41
man hour or charge per hour? whatever that is per person on
07:43
whatever that is per person on your team, so the lawn mowing
07:45
your team, so the lawn mowing example, uh I’m gonna say it’s
07:46
example, uh I’m gonna say it’s fifty bucks per hour and I’m
07:47
fifty bucks per hour and I’m also gonna use the same down in
07:48
also gonna use the same down in the cleaning example. Now the
07:49
the cleaning example. Now the next thing is we’re gonna be
07:51
next thing is we’re gonna be looking at what your expense
07:53
looking at what your expense per man hour, so you’re gonna
07:54
per man hour, so you’re gonna break even per manner. So what?
07:57
break even per manner. So what? Before you make a profit, I’m
07:59
Before you make a profit, I’m gonna say in the lawn care
08:00
gonna say in the lawn care example, it’s costing us $36
08:03
example, it’s costing us $36 Labor burden General Ministry
08:05
Labor burden General Ministry of cost all in gas oil all that
08:07
of cost all in gas oil all that maintenance and in the home
08:08
maintenance and in the home cleaning example, I’m gonna
08:09
cleaning example, I’m gonna probably say that’s gonna be
08:10
probably say that’s gonna be probably close to twenty-eight
08:11
probably close to twenty-eight or twenty-nine bucks per hour
08:14
or twenty-nine bucks per hour per man hour now based on that,
08:17
per man hour now based on that, it’s the same process here no
08:19
it’s the same process here no matter your service The first
08:20
matter your service The first variable is gonna be one square
08:22
variable is gonna be one square foot for lawn care and home
08:24
foot for lawn care and home cleaning. The reason why we’re
08:25
cleaning. The reason why we’re starting is one because if it’s
08:26
starting is one because if it’s zero, it’s going to
08:26
zero, it’s going to automatically. Calculate
08:28
automatically. Calculate calculate a price for every
08:29
calculate a price for every service in your template,
08:31
service in your template, you’ll see that will make sense
08:32
you’ll see that will make sense in a minute, but I say for best
08:33
in a minute, but I say for best practice we don’t wanna show a
08:35
practice we don’t wanna show a price unless we’re actually
08:36
price unless we’re actually quoting that price. So what
08:37
quoting that price. So what it’s gonna do is when you go to
08:38
it’s gonna do is when you go to delegate that or it’s the end
08:39
delegate that or it’s the end of a long week like it is this
08:41
of a long week like it is this week for sure. um it’s uh gonna
08:44
week for sure. um it’s uh gonna eliminate the step of error for
08:46
eliminate the step of error for you quoting a service you
08:47
you quoting a service you didn’t intend on quoting so now
08:49
didn’t intend on quoting so now I’m gonna say what is my base
08:50
I’m gonna say what is my base price for this lawn Mower
08:52
price for this lawn Mower weekly home cleaning so I’m
08:53
weekly home cleaning so I’m gonna send the lawn mowing
08:55
gonna send the lawn mowing example my base price to show
08:56
example my base price to show up and get out of bed is
08:57
up and get out of bed is forty-five Bucks and now my
08:58
forty-five Bucks and now my weekly home. I’m gonna say is
09:00
weekly home. I’m gonna say is $125. That’s the base price.
09:02
$125. That’s the base price. It’s the lowest price that you
09:05
It’s the lowest price that you would charge to show up now the
09:07
would charge to show up now the next question. I’m gonna be
09:08
next question. I’m gonna be asking you here or you should
09:10
asking you here or you should be asking yourself is based on
09:12
be asking yourself is based on your weekly mowing or your
09:14
your weekly mowing or your weekly cleaning. What is the
09:16
weekly cleaning. What is the maximum? So I’m saying what is
09:18
maximum? So I’m saying what is the maximum square footage of
09:19
the maximum square footage of turf for home cleaning square
09:21
turf for home cleaning square footage that will cover the
09:22
footage that will cover the minimum price of 45 bucks, a
09:24
minimum price of 45 bucks, a mowing or 125 for the cleaning.
09:26
mowing or 125 for the cleaning. So I’m gonna put some
09:27
So I’m gonna put some fictitious examples in here,
09:29
fictitious examples in here, but I’m gonna say for
09:30
but I’m gonna say for forty-five Bucks. that’s gonna
09:31
forty-five Bucks. that’s gonna cover let’s say 5000 square
09:33
cover let’s say 5000 square feet of turf and I’m gonna be
09:33
feet of turf and I’m gonna be able to. Up to an 1100 square
09:37
able to. Up to an 1100 square foot house on a weekly basis um
09:40
foot house on a weekly basis um for 125 bucks so between one
09:43
for 125 bucks so between one square foot and 5000 for the
09:45
square foot and 5000 for the lawn and one in 1100 square
09:47
lawn and one in 1100 square feet, so the house is our base
09:49
feet, so the house is our base price of 45 and 125 uh
09:53
price of 45 and 125 uh effectively now what the sheet
09:55
effectively now what the sheet has already done is that based
09:57
has already done is that based on our hourly goal of $50 per
09:59
on our hourly goal of $50 per hour up top on the mowing, we
10:01
hour up top on the mowing, we have a maximum of .9 man hours
10:04
have a maximum of .9 man hours to do that. So if we did some
10:05
to do that. So if we did some very simple math, we took .9
10:08
very simple math, we took .9 and multiply that by sixty that
10:09
and multiply that by sixty that is 54. So the crew, if it’s
10:13
is 54. So the crew, if it’s based on one person has 54
10:15
based on one person has 54 minutes to blown the first 5000
10:19
minutes to blown the first 5000 square feet now, what we’re
10:23
square feet now, what we’re probably going to do is say
10:26
probably going to do is say every thousand square feet over
10:30
every thousand square feet over 5000 is a price and budgeted
10:32
5000 is a price and budgeted time and cost more. So if we we
10:35
time and cost more. So if we we make it very uh equation into
10:37
make it very uh equation into that. I’m gonna say well if our
10:40
that. I’m gonna say well if our production rate is consistent,
10:41
production rate is consistent, moving over, there’s five parts
10:42
moving over, there’s five parts of a 1005000. So I’m just gonna
10:45
of a 1005000. So I’m just gonna say equals 45 45 divided by so
10:48
say equals 45 45 divided by so that’s gonna be a equal
10:50
that’s gonna be a equal production there so we’re gonna
10:53
production there so we’re gonna go in equals .9 divided by 5.1.
10:58
go in equals .9 divided by 5.1. 5.18 man hours. It’s costing a
11:01
5.18 man hours. It’s costing a $6.48 based on our price of 336
11:04
$6.48 based on our price of 336 bucks per man and now our price
11:05
bucks per man and now our price that we need to charge is .18
11:08
that we need to charge is .18 hours times are $50. That’s $9
11:12
hours times are $50. That’s $9 per thousand after the base
11:13
per thousand after the base price. What we’ve done is set a
11:15
price. What we’ve done is set a minimal based on a max amount
11:17
minimal based on a max amount of area in a budgeted time to
11:19
of area in a budgeted time to cost before profit now in the
11:21
cost before profit now in the home, cleaning example down
11:22
home, cleaning example down here Same exact thing there is
11:26
here Same exact thing there is 1.1 parts of a thousand here so
11:28
1.1 parts of a thousand here so I’m gonna say equals 2.5 hours
11:30
I’m gonna say equals 2.5 hours divided by 1.1 is 2.7 or 2.27
11:38
divided by 1.1 is 2.7 or 2.27 man hours now, what I could do
11:40
man hours now, what I could do is I would that’s per thousand,
11:41
is I would that’s per thousand, but I would probably say in
11:42
but I would probably say in home cleaning. We’re gonna go
11:43
home cleaning. We’re gonna go and we’ve done this with a lot
11:44
and we’ve done this with a lot of. Cleaning company as well, I
11:47
of. Cleaning company as well, I would probably go in and divide
11:49
would probably go in and divide this by eleven and make this
11:51
this by eleven and make this every one. 100 square feet of
11:54
every one. 100 square feet of home over 1100 square foot base
11:57
home over 1100 square foot base is gonna take us through two
11:58
is gonna take us through two three man hours. It’s costing
12:00
three man hours. It’s costing us $6.59 and we need to be
12:05
us $6.59 and we need to be charging based at fifty Bucks
12:07
charging based at fifty Bucks per man 1136. So this is how we
12:09
per man 1136. So this is how we go in. it’s systematically
12:11
go in. it’s systematically create a production rate based
12:13
create a production rate based estimated system so whether it
12:14
estimated system so whether it is lawn care home, cleaning
12:16
is lawn care home, cleaning your weekly or biweekly um
12:17
your weekly or biweekly um services are. Have different
12:21
services are. Have different production rates but your
12:22
production rates but your charge per hour and your
12:23
charge per hour and your expense per hour gonna stay
12:24
expense per hour gonna stay consistent, but this is going
12:25
consistent, but this is going to be your blueprint here to
12:28
to be your blueprint here to build out your your services
12:29
build out your your services service Autopilot for the next
12:31
service Autopilot for the next step is we’re gonna go and
12:32
step is we’re gonna go and build all of these out now I
12:35
build all of these out now I wanna go in uh in this example
12:37
wanna go in uh in this example and show you how we could
12:39
and show you how we could accomplish drive time. Um so
12:41
accomplish drive time. Um so I’m just gonna call the Zillow
12:43
I’m just gonna call the Zillow number one. So that’s the
12:45
number one. So that’s the service me and it would
12:47
service me and it would probably be zone number uh one
12:49
probably be zone number uh one drive time maybe lawn mowing.
12:54
But the custom field that
12:56
But the custom field that tracks that is gonna be the
12:57
tracks that is gonna be the same custom field. so what
12:58
same custom field. so what we’re really doing is whether
12:59
we’re really doing is whether it’s a long term home cleaning
13:01
it’s a long term home cleaning situation. We really wanna take
13:02
situation. We really wanna take a look at it in the fact that
13:04
a look at it in the fact that if any lawn mowing scenario
13:06
if any lawn mowing scenario from our shop through say,
13:08
from our shop through say, thirty jobs and all the way
13:09
thirty jobs and all the way back to the shop is taking us
13:12
back to the shop is taking us on a an hour so 60 minutes and
13:15
on a an hour so 60 minutes and there’s thirty lawns we would
13:17
there’s thirty lawns we would divide sixty by thirty and that
13:18
divide sixty by thirty and that would give us 2 minutes so our
13:21
would give us 2 minutes so our budgeted time on. Zone number
13:24
budgeted time on. Zone number one if we can cut thirty lawns
13:25
one if we can cut thirty lawns a day and on average, it takes
13:27
a day and on average, it takes us an hour round trip is 2
13:28
us an hour round trip is 2 minutes. I’m gonna go and say
13:30
minutes. I’m gonna go and say our budget of time is 2 minutes
13:31
our budget of time is 2 minutes divided by sixty and that’s
13:33
divided by sixty and that’s gonna give us budgeted man
13:35
gonna give us budgeted man hours at .03 hours. so it’s
13:37
hours at .03 hours. so it’s about 2 minutes ballpark well,
13:39
about 2 minutes ballpark well, actually it is 2 minutes um I
13:40
actually it is 2 minutes um I just said so same thing is
13:42
just said so same thing is we’re gonna put our $50 an hour
13:44
we’re gonna put our $50 an hour uh in here in our thirty-six
13:47
uh in here in our thirty-six Greek even so we’re gonna say
13:48
Greek even so we’re gonna say it’s one to one every house we
13:51
it’s one to one every house we need to charge .03 times. Rape
13:54
need to charge .03 times. Rape To every house now we should be
13:57
To every house now we should be adding a dollar 67 now if
14:00
adding a dollar 67 now if you’re using an industry
14:01
you’re using an industry professional like Jason Copper,
14:03
professional like Jason Copper, Jim Houston for your finances
14:05
Jim Houston for your finances um or Debbie S in the cleaning
14:07
um or Debbie S in the cleaning industry um full transparency,
14:09
industry um full transparency, we don’t do financial
14:10
we don’t do financial consulting as a certified
14:12
consulting as a certified adviser, but we do take those
14:13
adviser, but we do take those numbers and help you get those
14:14
numbers and help you get those in. but if you’re doing it
14:15
in. but if you’re doing it yourself one thing you wanna be
14:17
yourself one thing you wanna be aware is if you’re fully loaded
14:19
aware is if you’re fully loaded Break-even number uh includes
14:21
Break-even number uh includes the non mobilization of the
14:21
the non mobilization of the down. You do not wanna double
14:25
down. You do not wanna double dip here cuz you will raise
14:25
dip here cuz you will raise your prices up and above, but
14:27
your prices up and above, but if the number you have if
14:29
if the number you have if you’ve come up with it yourself
14:31
you’ve come up with it yourself you break even number does not
14:32
you break even number does not include all your labor hours
14:33
include all your labor hours for the whole entire year on
14:35
for the whole entire year on average, build a non billable
14:37
average, build a non billable you wanna put the charge in
14:39
you wanna put the charge in here as well but either way we
14:41
here as well but either way we still wanna have that budgeted
14:42
still wanna have that budgeted drive time in there for
14:44
drive time in there for accounting or for uh reporting
14:47
accounting or for uh reporting an actual versus budgeted. So
14:49
an actual versus budgeted. So it’s very important way that we
14:50
it’s very important way that we do include the drive time uh
14:52
do include the drive time uh budgeted hours to make.
14:54
budgeted hours to make. Reporting in our scheduling is
14:56
Reporting in our scheduling is accurate. now this is for
14:59
accurate. now this is for everyone house uh and then just
15:00
everyone house uh and then just a little redundancy. We’d say
15:02
a little redundancy. We’d say one or one trip over one. so
15:04
one or one trip over one. so this is where we’re going to
15:06
this is where we’re going to dump debris or pick up
15:07
dump debris or pick up materials, Maybe in a nursery,
15:09
materials, Maybe in a nursery, we may go out there twice cuz
15:10
we may go out there twice cuz our equipment can’t carry all
15:12
our equipment can’t carry all of that. So we’re gonna put a
15:13
of that. So we’re gonna put a dollar 67 in here and .03 hours
15:17
dollar 67 in here and .03 hours again. And a cost a dollar
15:21
again. And a cost a dollar twenty so that is the way we
15:23
twenty so that is the way we build out the services and how
15:25
build out the services and how we create drive down to the
15:26
we create drive down to the last thing I wanna tackle here
15:27
last thing I wanna tackle here before we actually get into the
15:29
before we actually get into the meat and potatoes of this of
15:30
meat and potatoes of this of getting the picture and the
15:31
getting the picture and the video is properly specific. Um
15:34
video is properly specific. Um it been building these
15:35
it been building these documents out as I wanted to
15:36
documents out as I wanted to show you on a high level. How
15:37
show you on a high level. How to set these services up cuz
15:40
to set these services up cuz unless you’re estimating for
15:42
unless you’re estimating for success with profitability, you
15:43
success with profitability, you don’t wanna sell an
15:44
don’t wanna sell an unprofitable job. That’s how we
15:45
unprofitable job. That’s how we ensure we have profitable jobs
15:46
ensure we have profitable jobs that are delegated through an
15:48
that are delegated through an estimated system. The last
15:51
estimated system. The last thing we talked about
15:51
thing we talked about estimating so whether it’s lawn
15:53
estimating so whether it’s lawn care home cleaning you may not
15:55
care home cleaning you may not know how long it takes or what
15:56
know how long it takes or what or how much you should charge,
15:58
or how much you should charge, but based on your experience,
15:59
but based on your experience, you may be able to go out and
16:00
you may be able to go out and estimate the service. so what
16:02
estimate the service. so what we’re gonna do is put in here
16:04
we’re gonna do is put in here lawn mowing man minutes. Okay.
16:13
Our service really and we’re
16:16
Our service really and we’re gonna go in and put lawn mowing
16:17
gonna go in and put lawn mowing man in here, so I’m gonna say
16:20
man in here, so I’m gonna say our base price above was
16:21
our base price above was forty-five Bucks so forty-five
16:23
forty-five Bucks so forty-five Bucks to show up. We’re
16:24
Bucks to show up. We’re charging $50 an hour and it was
16:26
charging $50 an hour and it was costing us $36 an hour break
16:28
costing us $36 an hour break even so now, as you can see the
16:29
even so now, as you can see the sheets falling out some of the
16:31
sheets falling out some of the variables here in the blue
16:32
variables here in the blue Print, but it’s a little bit
16:33
Print, but it’s a little bit different. I’m sitting in my
16:34
different. I’m sitting in my phone on an on-site estimate
16:35
phone on an on-site estimate for unplugging how many minutes
16:37
for unplugging how many minutes do you think it’s gonna take to
16:38
do you think it’s gonna take to mow that lawn. I’m gonna say
16:41
mow that lawn. I’m gonna say between one and. 9 minutes or
16:44
between one and. 9 minutes or .9 hours time. Sixty is gonna
16:47
.9 hours time. Sixty is gonna give me 54 minutes between one
16:49
give me 54 minutes between one and 54 minutes. I’m charging 45
16:53
and 54 minutes. I’m charging 45 Bucks
16:56
Bucks every
16:56
every 1 minute over 54 minutes
16:58
every 1 minute over 54 minutes is and I’m gonna put in equals
17:00
is and I’m gonna put in equals 1 minute divided by 60 minutes
17:01
1 minute divided by 60 minutes is .02 so that’s 1 minute in
17:04
is .02 so that’s 1 minute in actual hours. I’m gonna say
17:07
actual hours. I’m gonna say based on a minute .02 times are
17:09
based on a minute .02 times are fifty bucks an hour. We’re
17:10
fifty bucks an hour. We’re charging 83¢ per hour and it’s
17:13
charging 83¢ per hour and it’s costing us sixty. So now I have
17:14
costing us sixty. So now I have the ability. Go in and measure
17:17
the ability. Go in and measure a property based out of
17:18
a property based out of production rate or plug in how
17:20
production rate or plug in how many minutes or hours, and then
17:21
many minutes or hours, and then when we pull up the estimate
17:22
when we pull up the estimate template it will put the price
17:24
template it will put the price budget sign the cost for
17:25
budget sign the cost for profit. so this is your first
17:27
profit. so this is your first baby step before you evolve
17:28
baby step before you evolve into a production based
17:29
into a production based estimating system, and this is
17:30
estimating system, and this is something where I really like
17:32
something where I really like about service Autopilot cuz
17:32
about service Autopilot cuz it’s robust enough to grow in
17:34
it’s robust enough to grow in you so as you’re going to look
17:36
you so as you’re going to look for a CMA customer relationship
17:38
for a CMA customer relationship management software, one of the
17:40
management software, one of the things that I realized is my
17:41
things that I realized is my first software was a great
17:43
first software was a great software, but I hit a glass
17:44
software, but I hit a glass ceiling I could. Past that so
17:47
ceiling I could. Past that so when you go out to buy a CRM,
17:49
when you go out to buy a CRM, take a look at where you’re at
17:50
take a look at where you’re at where you wanna go and does it
17:52
where you wanna go and does it have the ability like this
17:53
have the ability like this software and service autopilot
17:55
software and service autopilot to go and take granular steps
17:56
to go and take granular steps of how long you think it’s
17:57
of how long you think it’s gonna take based on your
17:58
gonna take based on your experience and then take that
17:59
experience and then take that data involved into a production
18:01
data involved into a production based estimating system with
18:02
based estimating system with all the robust and stuff
18:03
all the robust and stuff reporting and things like that.
18:03
reporting and things like that. So that is a huge benefit here
18:07
So that is a huge benefit here in my opinion. Um now we’ve
18:07
in my opinion. Um now we’ve been using this for eight or 9
18:09
been using this for eight or 9 years, and this is something
18:10
years, and this is something that we’ve we’ve learned uh
18:12
that we’ve we’ve learned uh throughout the way so we got
18:13
throughout the way so we got square foot of lawn Square.
18:15
square foot of lawn Square. Foot of home uh driving and now
18:17
Foot of home uh driving and now we have lawn mowing or home
18:20
we have lawn mowing or home cleaning man minutes, and we
18:21
cleaning man minutes, and we can base on those areas. So the
18:23
can base on those areas. So the next thing we’re gonna do is
18:23
next thing we’re gonna do is we’re gonna go in the essay and
18:24
we’re gonna go in the essay and show you where the sheet
18:26
show you where the sheet actually lines up. so I’m gonna
18:28
actually lines up. so I’m gonna go into the gear icon and go to
18:32
go into the gear icon and go to custom fields. So we’re doing
18:34
custom fields. So we’re doing this for a reason we build our
18:36
this for a reason we build our custom field. First, we build
18:37
custom field. First, we build our services. We build our
18:40
our services. We build our estimate uh documents your
18:43
estimate uh documents your email document and acceptance
18:44
email document and acceptance email and then you build your
18:45
email and then you build your template and you suck in your
18:46
template and you suck in your document in there and now you
18:49
document in there and now you have a full complete uh setup.
18:51
have a full complete uh setup. So first thing you wanna do is
18:52
So first thing you wanna do is go right from our simple growth
18:56
go right from our simple growth blueprint and get our custom
18:57
blueprint and get our custom field of true square footage
18:59
field of true square footage Home Square footage drive time
19:00
Home Square footage drive time zone or lawn mowing man minute.
19:03
zone or lawn mowing man minute. So what you’re gonna do is go
19:04
So what you’re gonna do is go in um and I’m not gonna build
19:06
in um and I’m not gonna build this all out for time sake, but
19:07
this all out for time sake, but I’m just gonna show you on one
19:08
I’m just gonna show you on one service how you do it so you
19:09
service how you do it so you can manipulate or uh match it
19:11
can manipulate or uh match it then I’ve got something
19:12
then I’ve got something completely put together and I’m
19:13
completely put together and I’m gonna step through each step
19:13
gonna step through each step for about a minute or two, so
19:15
for about a minute or two, so you can see sequentially how
19:16
you can see sequentially how this builds and then we’re
19:18
this builds and then we’re gonna get into how to insert
19:20
gonna get into how to insert those pictures and videos so
19:20
those pictures and videos so I’m just gonna call. Lawn
19:22
I’m just gonna call. Lawn mowing, or I’m sorry per square
19:25
mowing, or I’m sorry per square footage.
19:28
footage. And the
19:31
square footage is. Associated
19:35
square footage is. Associated the customer and it is a number
19:37
the customer and it is a number so we can go in and build that
19:39
so we can go in and build that off of a mathematician. Now
19:42
off of a mathematician. Now we’ve hit seven new. I’ve
19:43
we’ve hit seven new. I’ve already got some in here so I’m
19:44
already got some in here so I’m not gonna make a duplicate, but
19:45
not gonna make a duplicate, but the idea is you first build all
19:46
the idea is you first build all your custom fields. Next thing
19:48
your custom fields. Next thing is we’re going into gear icon
19:50
is we’re going into gear icon once again and we’re gonna go
19:53
once again and we’re gonna go into services. I wanna give you
19:55
into services. I wanna give you the foundational pieces to make
19:56
the foundational pieces to make sure you’re doing this the
19:57
sure you’re doing this the right way and then we’re gonna
19:58
right way and then we’re gonna go into the video and the
20:00
go into the video and the pictures property specific um
20:02
pictures property specific um before we get to the top of the
20:03
before we get to the top of the hour here and then comes to
20:04
hour here and then comes to questions along the way just
20:05
questions along the way just let me know so next thing we’re
20:06
let me know so next thing we’re gonna go in and add. So, let’s
20:09
gonna go in and add. So, let’s see we’re bringing in that lawn
20:10
see we’re bringing in that lawn mowing or that home cleaning.
20:13
mowing or that home cleaning. so I’m gonna put it in here as
20:16
so I’m gonna put it in here as lawn mowing. And for time, I’m
20:19
lawn mowing. And for time, I’m gonna go in and put this in as
20:21
gonna go in and put this in as a code cuz that’s required now
20:23
a code cuz that’s required now if you’re creating snow
20:24
if you’re creating snow services getting the time of
20:25
services getting the time of year showing snow dispatcher
20:27
year showing snow dispatcher here needs to be checked. Uh
20:30
here needs to be checked. Uh promote is gonna be per unit.
20:31
promote is gonna be per unit. We’re gonna type out an
20:32
We’re gonna type out an estimate description. We’re
20:34
estimate description. We’re gonna select any account
20:35
gonna select any account maintenance services and if you
20:36
maintenance services and if you use classes and QuickBooks,
20:38
use classes and QuickBooks, this is a summer account
20:39
this is a summer account probably now under estimates we
20:41
probably now under estimates we type in the description. This
20:43
type in the description. This is what’s gonna show on the
20:44
is what’s gonna show on the estimate. Final thing is rate
20:46
estimate. Final thing is rate matrix so calculation and
20:47
matrix so calculation and quantity rate times visits and
20:48
quantity rate times visits and based on the. Field of Square
20:52
based on the. Field of Square footage. And then we’re taking
20:56
footage. And then we’re taking our mates here from one to 5000
21:00
our mates here from one to 5000 these five cells now the matrix
21:01
these five cells now the matrix here is very important because
21:04
here is very important because the blueprint shows us what to
21:05
the blueprint shows us what to build inside essay. so we’re
21:07
build inside essay. so we’re gonna build it first and check
21:08
gonna build it first and check it and then transfer it over
21:09
it and then transfer it over service Autopilot very similar
21:11
service Autopilot very similar to building a house. You’re not
21:12
to building a house. You’re not gonna build a house without a
21:13
gonna build a house without a blueprint. You’re not gonna put
21:14
blueprint. You’re not gonna put random doors and windows
21:15
random doors and windows everywhere. Well here you don’t
21:16
everywhere. Well here you don’t wanna build the estimate in my
21:18
wanna build the estimate in my opinion the matrix without a
21:20
opinion the matrix without a blueprint so if you’re building
21:22
blueprint so if you’re building this yourself take this
21:23
this yourself take this template and recreate it. This
21:24
template and recreate it. This is gonna help you it looks like
21:25
is gonna help you it looks like an extra step. The positive
21:27
an extra step. The positive part is here whether you’re
21:28
part is here whether you’re working with simple growth as a
21:30
working with simple growth as a certified adviser, You’re doing
21:31
certified adviser, You’re doing the self is 12 months from now,
21:32
the self is 12 months from now, I’m pretty sure you’re not
21:33
I’m pretty sure you’re not gonna remember exactly how you
21:34
gonna remember exactly how you made your price. you can go
21:36
made your price. you can go back to the sheet and see
21:37
back to the sheet and see exactly I was charging fifty
21:38
exactly I was charging fifty bucks an hour. My cost per hour
21:40
bucks an hour. My cost per hour is thirty-six and these were my
21:42
is thirty-six and these were my assumptions now if we went in
21:44
assumptions now if we went in and changed our expense per
21:45
and changed our expense per hour next year and move that to
21:47
hour next year and move that to thirty-eight. Watch your
21:48
thirty-eight. Watch your expense of 3240 now jumps up to
21:51
expense of 3240 now jumps up to 3420 so by changing that one
21:53
3420 so by changing that one the sheet tells you what you
21:54
the sheet tells you what you need to do to. Update your
21:57
need to do to. Update your matrix each year in service
21:59
matrix each year in service Autopilot, Very helpful. Uh I’m
22:02
Autopilot, Very helpful. Uh I’m gonna take this five cells here
22:03
gonna take this five cells here and basically put them right
22:04
and basically put them right here. so I’m gonna say from one
22:06
here. so I’m gonna say from one to 5000 square feet It’s
22:09
to 5000 square feet It’s forty-five Bucks and that’s the
22:11
forty-five Bucks and that’s the same up here now at the .9
22:12
same up here now at the .9 budgeted hours, it’s based on
22:14
budgeted hours, it’s based on one person the system will
22:15
one person the system will calculate if you have a two or
22:16
calculate if you have a two or three person, crew and 3240 for
22:18
three person, crew and 3240 for your break even cost. so I’m
22:20
your break even cost. so I’m gonna put in my .9 and thirty
22:24
gonna put in my .9 and thirty to forty then every. Thousand
22:26
to forty then every. Thousand square feet over my 5000 here
22:31
square feet over my 5000 here here these five cells
22:34
here these five cells automatically line up is $9
22:35
automatically line up is $9 more .18 man hours, and it cost
22:37
more .18 man hours, and it cost of 6.8.
22:43
What we would do here. I’m not
22:45
What we would do here. I’m not gonna save that for these
22:46
gonna save that for these purposes, but what we can do
22:47
purposes, but what we can do now is is go in and save and
22:49
now is is go in and save and that’s created our master
22:52
that’s created our master service. So there’s a parent
22:53
service. So there’s a parent and child service relationship
22:54
and child service relationship here so the next thing we wanna
22:55
here so the next thing we wanna do then is I’m gonna go into
22:58
do then is I’m gonna go into the example of drive time. So
23:03
the example of drive time. So this is a child service of the
23:05
this is a child service of the mowing, so what we’re gonna do
23:07
mowing, so what we’re gonna do is go in and add a service. If
23:12
is go in and add a service. If we can get to it and drop this
23:14
we can get to it and drop this in here now we’re gonna add a
23:16
in here now we’re gonna add a child service so this is gonna
23:17
child service so this is gonna be right off the blueprint
23:19
be right off the blueprint lawn.
23:23
When we drive time zone one now
23:28
When we drive time zone one now instead of having to fill out
23:29
instead of having to fill out the code and invoice
23:30
the code and invoice description and also what I’m
23:31
description and also what I’m gonna do is go in and select my
23:34
gonna do is go in and select my lawn mowing service. Obviously
23:35
lawn mowing service. Obviously it’s a pest account. You’ve
23:36
it’s a pest account. You’ve never had this many duplicates,
23:38
never had this many duplicates, but I got my lawn mowing
23:40
but I got my lawn mowing service now if I make that
23:42
service now if I make that parent service and I say only
23:43
parent service and I say only in estimates here it compresses
23:46
in estimates here it compresses it down. so I don’t have to
23:46
it down. so I don’t have to worry about any of that because
23:48
worry about any of that because the customer never gonna see
23:48
the customer never gonna see it. This is your invisible
23:50
it. This is your invisible estimating checklist now under
23:51
estimating checklist now under rate matrix you. Thing we wanna
23:54
rate matrix you. Thing we wanna go in time, visit custom field
23:57
go in time, visit custom field of uh drive time zone one. I’m
24:00
of uh drive time zone one. I’m just gonna use the multi
24:01
just gonna use the multi example, but the same thing is
24:03
example, but the same thing is right off the or the simple
24:05
right off the or the simple growth blueprint here one to
24:07
growth blueprint here one to one so every trip is a dollar
24:09
one so every trip is a dollar 67.03 man hours and the cost of
24:12
67.03 man hours and the cost of dollar twenty so same thing
24:14
dollar twenty so same thing from every trip is a dollar.
24:20
67 go back to our blueprint,
24:24
67 go back to our blueprint, .03 and one 2003 120, and then
24:28
.03 and one 2003 120, and then at the one-to-one relationship
24:30
at the one-to-one relationship every trip is the same, and
24:31
every trip is the same, and we’re gonna plug that in and
24:32
we’re gonna plug that in and once again, if you’re not sure
24:34
once again, if you’re not sure what to put in there you go
24:36
what to put in there you go right back to your simple
24:37
right back to your simple blueprint. That’s all on the
24:38
blueprint. That’s all on the here. So what we’re doing is
24:40
here. So what we’re doing is we’re creating a lot of the
24:41
we’re creating a lot of the features and functions of
24:42
features and functions of service Autopilot and creating
24:43
service Autopilot and creating a systematic workflow. That’s
24:45
a systematic workflow. That’s predictable it can be delegated
24:46
predictable it can be delegated in any industry That’s. Success
24:49
in any industry That’s. Success in my lawn care company, as
24:50
in my lawn care company, as well as to several hundred,
24:52
well as to several hundred, we’ve helped set these things
24:53
we’ve helped set these things up by all means. watch this
24:54
up by all means. watch this video and you can do it
24:56
video and you can do it yourself um but if you need
24:57
yourself um but if you need some help we’re here. but the
24:58
some help we’re here. but the idea is we want to go in and
25:00
idea is we want to go in and create a predictable workflow.
25:01
create a predictable workflow. This is how we’ve done it now
25:04
This is how we’ve done it now last thing that you need to do
25:05
last thing that you need to do as a quick review, then we’re
25:07
as a quick review, then we’re getting into this estimate Dock
25:09
getting into this estimate Dock for pictures and videos is now
25:11
for pictures and videos is now you’ve got your custom field
25:12
you’ve got your custom field built. you’ve got your service
25:13
built. you’ve got your service built without a matrix with the
25:15
built without a matrix with the matrix. I’m sorry and you have
25:16
matrix. I’m sorry and you have your child services such as
25:18
your child services such as time or disposal fees. Um we’re
25:20
time or disposal fees. Um we’re gonna go. Now in under the gear
25:24
gonna go. Now in under the gear icon documents, so I’m just
25:27
icon documents, so I’m just gonna type in Bob, it’s a
25:28
gonna type in Bob, it’s a systematic part, so you’ve got
25:30
systematic part, so you’ve got three parts here so I’m gonna
25:31
three parts here so I’m gonna use a little Picasso here on
25:34
use a little Picasso here on this paper but You’ve got three
25:39
this paper but You’ve got three parts here that are going to
25:41
parts here that are going to play together and you’ve got
25:45
play together and you’ve got the estimate. Email you’ve got
25:47
the estimate. Email you’ve got the document and the acceptance
25:48
the document and the acceptance email What happens here is this
25:49
email What happens here is this one fires off with the link
25:52
one fires off with the link they click on it and it goes
25:53
they click on it and it goes in. they open up the app. We’re
25:55
in. they open up the app. We’re gonna put your pictures and
25:56
gonna put your pictures and your videos and then when they
25:57
your videos and then when they accept that estimate they go in
25:59
accept that estimate they go in here and they get it automated
26:00
here and they get it automated email it says. Thanks for
26:01
email it says. Thanks for accepting our service now where
26:03
accepting our service now where this all plays into is you
26:05
this all plays into is you have.
26:09
A template and your template
26:12
A template and your template here is going to give us the
26:14
here is going to give us the ability in a minute to select
26:15
ability in a minute to select this chain of documents that
26:16
this chain of documents that are already connected. so we’re
26:18
are already connected. so we’re avoiding steps along the way
26:19
avoiding steps along the way they’re manual and when we load
26:21
they’re manual and when we load that template all your services
26:23
that template all your services are loaded. So what we’re doing
26:24
are loaded. So what we’re doing is first sequentially. we need
26:27
is first sequentially. we need to have our email as a document
26:28
to have our email as a document and acceptance email because
26:30
and acceptance email because when we go to build our
26:31
when we go to build our template, we need to insert
26:32
template, we need to insert that in and have them already
26:34
that in and have them already created so what we’re gonna do
26:35
created so what we’re gonna do is go in um and I’m just gonna
26:37
is go in um and I’m just gonna pull up. If you’re working with
26:40
pull up. If you’re working with simple growth already, you
26:42
simple growth already, you search the word simple growth
26:43
search the word simple growth are all loaded under there, but
26:44
are all loaded under there, but we’ve had this preset.
26:46
we’ve had this preset. Obviously, this wasn’t a pre
26:47
Obviously, this wasn’t a pre planned uh training essay
26:49
planned uh training essay weekly, but um you know it is
26:50
weekly, but um you know it is what it is. We’ve gotta keep
26:52
what it is. We’ve gotta keep going here. so we’ve got a
26:54
going here. so we’ve got a client email. So this is the
26:56
client email. So this is the email that is sent to the
26:58
email that is sent to the client with a proposal link in
27:00
client with a proposal link in it. This is an email subject
27:04
it. This is an email subject line on the bottom now when we
27:05
line on the bottom now when we go and hit edit you’ve got some
27:07
go and hit edit you’ve got some documents here um that we’ve
27:08
documents here um that we’ve already. But the idea you’ll
27:11
already. But the idea you’ll get the idea is we’ve got um
27:13
get the idea is we’ve got um the logo some context and then
27:15
the logo some context and then this is a clickable quote link
27:17
this is a clickable quote link that can be found under merge
27:18
that can be found under merge tags and it’s underestimate
27:19
tags and it’s underestimate link or quote link that will
27:22
link or quote link that will dynamically insert a link to
27:24
dynamically insert a link to get to the estimate document.
27:26
get to the estimate document. We’re gonna be inserting a
27:27
We’re gonna be inserting a picture in a property specific
27:29
picture in a property specific video here in a second, but
27:29
video here in a second, but that’s the first step your next
27:32
that’s the first step your next step is a estimate uh.
27:36
step is a estimate uh. Acceptance email So once again,
27:37
Acceptance email So once again, I’m gonna go back in here and
27:39
I’m gonna go back in here and just pull up under simple
27:41
just pull up under simple growth um this year and it’s a
27:44
growth um this year and it’s a certified adviser through some
27:45
certified adviser through some testing and Redding for essay.
27:46
testing and Redding for essay. uh this is kinda what we’ve
27:48
uh this is kinda what we’ve been doing here so the
27:48
been doing here so the acceptance email is an email
27:51
acceptance email is an email that automatically fires off
27:52
that automatically fires off when the estimates accepted.
27:55
when the estimates accepted. Now you need to make the
27:55
Now you need to make the estimate, email first and the
27:57
estimate, email first and the acceptance email first because
27:58
acceptance email first because we need to connect them to the
27:59
we need to connect them to the estimate document Email subject
28:01
estimate document Email subject line is thank you and when we
28:03
line is thank you and when we go in there and it literally
28:03
go in there and it literally just says hey, uh we’ll be
28:04
just says hey, uh we’ll be reaching out. Accepting the
28:06
reaching out. Accepting the estimate as you scroll down,
28:08
estimate as you scroll down, you can filter in through type
28:10
you can filter in through type as well and this is estimates
28:13
as well and this is estimates so that’s another way to make
28:15
so that’s another way to make sure you have an estimate
28:17
sure you have an estimate document but if you go in there
28:21
document but if you go in there we have our uh let’s see our
28:23
we have our uh let’s see our snow contract. We’ll take a
28:26
snow contract. We’ll take a look at that one. What we’ve
28:26
look at that one. What we’ve done is the estimate. Email
28:27
done is the estimate. Email right here is connected to the
28:29
right here is connected to the estimate. Email we just made in
28:31
estimate. Email we just made in the confirmation email is the
28:32
the confirmation email is the acceptance email. We’ve need to
28:34
acceptance email. We’ve need to connect those two for a
28:35
connect those two for a seamless uh interaction
28:37
seamless uh interaction otherwise, it’s not gonna work
28:38
otherwise, it’s not gonna work and you’re gonna have some
28:39
and you’re gonna have some manual steps in between. so
28:40
manual steps in between. so we’re not teaching features and
28:40
we’re not teaching features and function. The service autopilot
28:43
function. The service autopilot today we’re teaching workflow
28:44
today we’re teaching workflow and then how to go in and
28:46
and then how to go in and especially um personalize those
28:48
especially um personalize those estimates with videos and
28:49
estimates with videos and pictures property specific, but
28:50
pictures property specific, but we need to get the document the
28:54
we need to get the document the standardization of that done
28:55
standardization of that done first before we can go in and
28:57
first before we can go in and customize it per client. This
28:58
customize it per client. This is gonna create speed and
29:00
is gonna create speed and efficiency. so we’ve got our
29:02
efficiency. so we’ve got our estimate. We’ve got our logo We
29:03
estimate. We’ve got our logo We have our dynamic content also
29:06
have our dynamic content also called grid under the Gear icon
29:08
called grid under the Gear icon one of the same um just called
29:11
one of the same um just called something a little bit
29:12
something a little bit different and we’ve got some
29:13
different and we’ve got some verbiage here and then at the
29:14
verbiage here and then at the bottom. We have some other
29:16
bottom. We have some other videos we’ve embedded here.
29:18
videos we’ve embedded here. Standard highly recommend these
29:19
Standard highly recommend these videos Sure Marcus Sharon of
29:21
videos Sure Marcus Sharon of the They ask you answer and the
29:22
the They ask you answer and the sales line will be talking
29:24
sales line will be talking about this uh especially in
29:25
about this uh especially in this talk at SH twenty, but
29:27
this talk at SH twenty, but this is something we’ve been
29:29
this is something we’ve been doing in my company very
29:29
doing in my company very similar to Marcus was doing in
29:31
similar to Marcus was doing in river pools and spas the last
29:32
river pools and spas the last probably seven or 8 years, but
29:34
probably seven or 8 years, but these videos will play live
29:35
these videos will play live right inside the service,
29:36
right inside the service, Autopilot Dock so not only do
29:37
Autopilot Dock so not only do you want to create property
29:40
you want to create property specific videos and pictures in
29:41
specific videos and pictures in the estimate but have two three
29:43
the estimate but have two three maybe four five in. Nine of
29:46
maybe four five in. Nine of your core services and talk
29:47
your core services and talk about what’s included what’s
29:49
about what’s included what’s not included in overcoming
29:50
not included in overcoming those sales and price
29:51
those sales and price objections is this your
29:52
objections is this your automated 24/7 estimator for
29:55
automated 24/7 estimator for you and then at the bottom here
29:57
you and then at the bottom here there’s a there’s a line of
29:58
there’s a there’s a line of code with that line of code is
30:01
code with that line of code is literally is when we’re going
30:02
literally is when we’re going in and we’re hitting merge. it
30:05
in and we’re hitting merge. it is our signature line.
30:12
Man let me pull that up. Right
30:16
Man let me pull that up. Right here signature line you click
30:17
here signature line you click that you can insert that piece
30:19
that you can insert that piece of code and that’s where they
30:20
of code and that’s where they can sign electronically and
30:21
can sign electronically and accept online. Um I’m not gonna
30:23
accept online. Um I’m not gonna do anything to this document so
30:25
do anything to this document so I don’t screw it up, but those
30:26
I don’t screw it up, but those are the main things you need to
30:28
are the main things you need to do and have your email your
30:30
do and have your email your email and your acceptance email
30:33
email and your acceptance email connected to this under the
30:33
connected to this under the settings. Now the final part is
30:36
settings. Now the final part is we wanna create a template that
30:37
we wanna create a template that pulls all the services in and
30:38
pulls all the services in and then we’re gonna pull up this
30:39
then we’re gonna pull up this document. I’m gonna show you
30:40
document. I’m gonna show you how to customize the picture
30:41
how to customize the picture and the video per specific uh
30:44
and the video per specific uh property. so we’re gonna go.
30:46
property. so we’re gonna go. And hit job as a template.
30:54
And add a template.
31:00
And actually, I probably not
31:01
And actually, I probably not gonna save this, but you would
31:01
gonna save this, but you would put a description under this
31:03
put a description under this show when creating I would say
31:04
show when creating I would say both jobs and estimates it
31:06
both jobs and estimates it opens up another area to select
31:08
opens up another area to select the documents. So this is the
31:09
the documents. So this is the document that we just need and
31:11
document that we just need and that is what’s gonna allow us
31:15
that is what’s gonna allow us to uh merge merge in the email
31:18
to uh merge merge in the email as a document and template and
31:21
as a document and template and then under item we’re gonna go
31:23
then under item we’re gonna go in and put our lawn mowing or
31:28
in and put our lawn mowing or our home cleaning and. That um
31:32
our home cleaning and. That um we can put our lawn mowing man.
31:38
And actually, I’m gonna do that
31:39
And actually, I’m gonna do that as a plus icon cuz this is
31:42
as a plus icon cuz this is gonna be a child service.
31:48
And we’ve included some default
31:50
And we’ve included some default drive times here so you’ll
31:51
drive times here so you’ll actually see this on the
31:52
actually see this on the example. I’m gonna show you
31:53
example. I’m gonna show you that the idea is we can pump in
31:55
that the idea is we can pump in how many minutes like 45
31:57
how many minutes like 45 minutes is forty-five Bucks or
31:59
minutes is forty-five Bucks or let’s say 60 minutes 5512. So
32:04
let’s say 60 minutes 5512. So it’s a price of budget time and
32:07
it’s a price of budget time and cost so I’m going to zero that
32:08
cost so I’m going to zero that out cuz on the template
32:10
out cuz on the template whatever is left in the temple
32:12
whatever is left in the temple pre default in, but the idea is
32:14
pre default in, but the idea is we’ve got our parent service
32:15
we’ve got our parent service and then our child’s view and
32:16
and then our child’s view and only estimates here below that
32:18
only estimates here below that these are the drive times.
32:19
these are the drive times. you’ll see that. so that’s the
32:20
you’ll see that. so that’s the idea of. Once we’ve done that
32:22
idea of. Once we’ve done that we’re saving clothes, we’re
32:23
we’re saving clothes, we’re gonna create an estimate
32:24
gonna create an estimate process now, so I’m gonna go
32:26
process now, so I’m gonna go into one. We’ve already built
32:27
into one. We’ve already built just for speed here, but the
32:28
just for speed here, but the idea is we’re gonna go in and
32:29
idea is we’re gonna go in and add a lead home cleaning lawn
32:33
add a lead home cleaning lawn care doesn’t matter. I’m gonna
32:33
care doesn’t matter. I’m gonna put our old tester in here.
32:41
Put an address in.
32:49
Code So this is what’s
32:51
Code So this is what’s happening if they are calling
32:53
happening if they are calling your office and you are
32:54
your office and you are entering this in as an admin in
32:56
entering this in as an admin in the office, otherwise if they
32:57
the office, otherwise if they come off a vtwo or vthree form
32:59
come off a vtwo or vthree form with the proper sayings will
33:01
with the proper sayings will automatically enter in the
33:02
automatically enter in the service, Autopilot and the no
33:03
service, Autopilot and the no double entry highly recommend
33:04
double entry highly recommend the vthree form that is show
33:06
the vthree form that is show ready in my opinion that’s
33:07
ready in my opinion that’s gonna do a duplicate. check for
33:09
gonna do a duplicate. check for you. uh we’re gonna enter in
33:10
you. uh we’re gonna enter in our email of the potential
33:13
our email of the potential lead.
33:20
And we wanna enter the
33:23
And we wanna enter the cellphone the things you wanna
33:24
cellphone the things you wanna pay attention to is under
33:26
pay attention to is under details. count type residential
33:30
details. count type residential or commercial sales. How do
33:31
or commercial sales. How do they hear about us? so we can
33:33
they hear about us? so we can track that. I’m gonna say they
33:34
track that. I’m gonna say they came from Canvasing door
33:35
came from Canvasing door hangers and I’m gonna say that
33:37
hangers and I’m gonna say that now that leads uh committed it
33:39
now that leads uh committed it does do checking obviously this
33:40
does do checking obviously this is our favorite uh place to do
33:42
is our favorite uh place to do some testing on for continues
33:43
some testing on for continues to do in this scenario. We’re
33:45
to do in this scenario. We’re gonna create this estimate and
33:47
gonna create this estimate and we’re gonna create this
33:48
we’re gonna create this property specific pricing,
33:49
property specific pricing, pictures and videos here in a
33:51
pictures and videos here in a second as well. so we wanna go
33:52
second as well. so we wanna go into the. Area and measure the
33:55
into the. Area and measure the property to grab a square
33:56
property to grab a square footage to create an automated
33:59
footage to create an automated production rate based estimate.
34:05
Now, if you are doing this in
34:07
Now, if you are doing this in person, I still recommend
34:09
person, I still recommend measuring it online for
34:11
measuring it online for accuracy and speed and then.
34:16
accuracy and speed and then. Anything else that needs to be
34:18
Anything else that needs to be measured you’re using an
34:20
measured you’re using an on-site estimate form that data
34:22
on-site estimate form that data in there and creating um the
34:23
in there and creating um the videos and pictures as you’re
34:25
videos and pictures as you’re walking around the property. So
34:26
walking around the property. So we’re gonna highlight that in
34:27
we’re gonna highlight that in there, I’m gonna label that
34:28
there, I’m gonna label that turf.
34:32
Color it so every time we pull
34:34
Color it so every time we pull it up. We know what we measured
34:36
it up. We know what we measured to save custom field. You’ll
34:39
to save custom field. You’ll never have this many but once
34:41
never have this many but once you get there, we go to church
34:42
you get there, we go to church square footage and that was
34:45
square footage and that was that custom field right off the
34:46
that custom field right off the essay blueprint here the
34:47
essay blueprint here the service Autopilot blueprint for
34:49
service Autopilot blueprint for turf or home square footage now
34:53
turf or home square footage now next thing we’re doing is we go
34:54
next thing we’re doing is we go to a for auto auto assist in
34:57
to a for auto auto assist in your mobile predominantly in
34:58
your mobile predominantly in your mobile and we’re gonna be
35:00
your mobile and we’re gonna be able to go in now and pull this
35:02
able to go in now and pull this up. so we’re gonna pull it up
35:03
up. so we’re gonna pull it up in. Our phone is we’re walking
35:06
in. Our phone is we’re walking around. We’re gonna use uh the
35:08
around. We’re gonna use uh the video and picture in your phone
35:09
video and picture in your phone as well, our tablet to make
35:10
as well, our tablet to make this happen first step is we
35:12
this happen first step is we measure online. Then we go on
35:14
measure online. Then we go on property walk out of your car
35:15
property walk out of your car truck or in the house and we’re
35:16
truck or in the house and we’re gonna use our on-site estimate
35:18
gonna use our on-site estimate form and once that loads we’re
35:19
form and once that loads we’re gonna use the on-site estimate
35:20
gonna use the on-site estimate form to collect the rest of the
35:23
form to collect the rest of the data that we may need so long
35:27
data that we may need so long square footage we’ve already
35:28
square footage we’ve already covered if I’m doing a mulch
35:30
covered if I’m doing a mulch job and I want it to be three
35:32
job and I want it to be three inches in depth. I’m gonna say,
35:33
inches in depth. I’m gonna say, Oh, we just measure that bed.
35:35
Oh, we just measure that bed. It’s 500 square feet. And the
35:37
It’s 500 square feet. And the mulch bed for weeding is
35:39
mulch bed for weeding is another 500 square feet so
35:41
another 500 square feet so walking around and getting the
35:42
walking around and getting the data in our phone or tablet,
35:43
data in our phone or tablet, and then we’re gonna take the
35:43
and then we’re gonna take the pictures and videos and get
35:45
pictures and videos and get them in the estimate. So drive
35:48
them in the estimate. So drive time trips like I said at one
35:49
time trips like I said at one to one or could be two trips,
35:50
to one or could be two trips, Maybe there’s so much mulch. We
35:51
Maybe there’s so much mulch. We can’t fit it in our truck or
35:52
can’t fit it in our truck or trailer so I’m gonna go twice
35:54
trailer so I’m gonna go twice and shrub pruning. I’m gonna
35:56
and shrub pruning. I’m gonna say number of large small
35:57
say number of large small medium in our shrubs so large
35:59
medium in our shrubs so large there’s two shrubs between six
36:00
there’s two shrubs between six and ten feet. There is let’s
36:04
and ten feet. There is let’s say eight shrubs between six
36:05
say eight shrubs between six and less than ten and less than
36:09
and less than ten and less than three feet. There’s twenty and
36:11
three feet. There’s twenty and he’s with without a ladder.
36:12
he’s with without a ladder. Maybe there’s none. We leave a
36:13
Maybe there’s none. We leave a blank, but we can also put a
36:14
blank, but we can also put a thing uh note in here uh does
36:17
thing uh note in here uh does not. Include. I and East lot
36:23
not. Include. I and East lot line, maybe that’s the
36:24
line, maybe that’s the neighbors. We’re spelling that
36:25
neighbors. We’re spelling that out this is automatically gonna
36:26
out this is automatically gonna merge in the estimate without
36:28
merge in the estimate without you you forgetting to put it in
36:29
you you forgetting to put it in and we’re gonna scroll down and
36:32
and we’re gonna scroll down and hit submit now. The next step
36:34
hit submit now. The next step is we’re pulling out our phone
36:37
is we’re pulling out our phone and going in and creating the
36:39
and going in and creating the uh videos and pictures of
36:41
uh videos and pictures of property now uh hard to see if
36:42
property now uh hard to see if you can see it on here. I’ve
36:43
you can see it on here. I’ve got that little red icon. It’s
36:47
got that little red icon. It’s YouTube studio. You’re gonna
36:48
YouTube studio. You’re gonna want YouTube studio off the app
36:50
want YouTube studio off the app Store What that’s gonna allow
36:51
Store What that’s gonna allow you to do is. A video from your
36:53
you to do is. A video from your phone upload it to YouTube
36:55
phone upload it to YouTube channel and put it private or
36:56
channel and put it private or unlisted, and we can take that
36:58
unlisted, and we can take that YouTube video and insert it
37:00
YouTube video and insert it inside your essay estimate
37:01
inside your essay estimate property specific per client, I
37:03
property specific per client, I would create some kind of
37:04
would create some kind of naming convention as you start
37:05
naming convention as you start to add the volume of videos,
37:07
to add the volume of videos, but that’s gonna be important.
37:08
but that’s gonna be important. You got the YouTube uh that
37:10
You got the YouTube uh that little red icon YouTube creator
37:12
little red icon YouTube creator Studio app, and that’s gonna
37:13
Studio app, and that’s gonna allow you to avoid using those
37:14
allow you to avoid using those third party uh softwares. So
37:16
third party uh softwares. So next thing we’re doing is we’re
37:17
next thing we’re doing is we’re going into a estimates so we’ve
37:19
going into a estimates so we’ve measured it online. We’ve
37:20
measured it online. We’ve walked around the property.
37:21
walked around the property. We’ve taken our pictures. We’ve
37:23
We’ve taken our pictures. We’ve taken our video and we’ve
37:25
taken our video and we’ve created our estimate. So as
37:28
created our estimate. So as we’re going in here we just
37:31
we’re going in here we just refresh out of this I forgot to
37:34
refresh out of this I forgot to click out of my form. At an
37:38
click out of my form. At an estimate so now, if you’re on
37:39
estimate so now, if you’re on site um you’re probably gonna
37:42
site um you’re probably gonna wanna have a cheap Chromebook
37:43
wanna have a cheap Chromebook or a tablet uh or even in your
37:45
or a tablet uh or even in your mobile but uh for this gonna be
37:47
mobile but uh for this gonna be easier with a laptop to do
37:48
easier with a laptop to do this. so we’re gonna add an
37:50
this. so we’re gonna add an estimate everything we’ve
37:51
estimate everything we’ve measured on site or through the
37:53
measured on site or through the satellites gonna merge in here
37:54
satellites gonna merge in here so estimate document is not
37:56
so estimate document is not gonna have to be selected when
37:59
gonna have to be selected when we go we go in. gonna select
38:00
we go we go in. gonna select the template and that’s gonna
38:01
the template and that’s gonna bring in everything we’ve done
38:02
bring in everything we’ve done already. so we’re recreating
38:03
already. so we’re recreating the work we’ve created a
38:05
the work we’ve created a predictable workflow so you can
38:06
predictable workflow so you can ask for an email with the link.
38:07
ask for an email with the link. Ask them a document. An
38:09
Ask them a document. An estimate email and the template
38:11
estimate email and the template loads all the services that
38:12
loads all the services that we’ve already loaded in as
38:13
we’ve already loaded in as well. so we’re gonna go and hit
38:14
well. so we’re gonna go and hit template and that on-site
38:15
template and that on-site estimate form can be customized
38:17
estimate form can be customized for home cleaning as well or
38:18
for home cleaning as well or pest control. Um so it’s it’s
38:21
pest control. Um so it’s it’s really you know whatever you
38:22
really you know whatever you think you know whatever your
38:23
think you know whatever your industry is at work. so I’m
38:25
industry is at work. so I’m gonna grab my um lead document
38:27
gonna grab my um lead document here and that’s gonna pull in
38:29
here and that’s gonna pull in all the services. This one was
38:30
all the services. This one was really identical to um the
38:32
really identical to um the example here it already built
38:33
example here it already built it, but I’m gonna do is go in
38:34
it, but I’m gonna do is go in on the fly here and add in uh
38:37
on the fly here and add in uh lawn mowing man minutes. See
38:40
lawn mowing man minutes. See what that looks like um now you
38:42
what that looks like um now you would already have this built
38:44
would already have this built in here um. And another thing
38:48
in here um. And another thing to make sure is don’t have the
38:49
to make sure is don’t have the little checkbox checks. so I
38:51
little checkbox checks. so I just duplicated everything in
38:53
just duplicated everything in here, but that’s okay. Facebook
38:56
here, but that’s okay. Facebook live. I will fix it. Alright.
38:58
live. I will fix it. Alright. So now we have all our drive
38:59
So now we have all our drive time zones. I have 9700 square
39:01
time zones. I have 9700 square feet. It’s giving me a price of
39:02
feet. It’s giving me a price of $30 .4 man hours and a cost of
39:05
$30 .4 man hours and a cost of 1476 and I don’t copy the
39:07
1476 and I don’t copy the pricing cuz this is obviously
39:09
pricing cuz this is obviously fictitious. It’s a test
39:09
fictitious. It’s a test account. Uh I’m gonna say we’re
39:10
account. Uh I’m gonna say we’re driving to this one drive time
39:12
driving to this one drive time zone. so I’m gonna put the
39:12
zone. so I’m gonna put the number one in there and that’s
39:13
number one in there and that’s gonna calculate a price budget
39:16
gonna calculate a price budget of time and cost. And I’m gonna
39:20
of time and cost. And I’m gonna go in the lawn mowing man
39:21
go in the lawn mowing man minute. So let’s just say I was
39:23
minute. So let’s just say I was looking at that yard and I
39:25
looking at that yard and I thought it was gonna take 45
39:26
thought it was gonna take 45 minutes. I put forty-five in
39:28
minutes. I put forty-five in there on the site. This would
39:30
there on the site. This would have automatically came in, but
39:31
have automatically came in, but let’s say I said it was maybe
39:33
let’s say I said it was maybe 60 minutes an hour. so what
39:36
60 minutes an hour. so what we’ve done here is this is your
39:38
we’ve done here is this is your estimating versus production
39:40
estimating versus production rates so you can have your
39:41
rates so you can have your production right here of thirty
39:42
production right here of thirty based on the production rate
39:44
based on the production rate and then based on how long you
39:46
and then based on how long you think it’s gonna take the
39:46
think it’s gonna take the sheets saying it you should
39:47
sheets saying it you should try. $55.12 based on your
39:50
try. $55.12 based on your hourly goal so so now you can a
39:54
hourly goal so so now you can a comparison of production versus
39:56
comparison of production versus minutes based on what’s in your
39:57
minutes based on what’s in your head. Um so I’m gonna zero this
39:59
head. Um so I’m gonna zero this out, but that’s that’s how that
40:00
out, but that’s that’s how that plays um and that’s a pretty
40:02
plays um and that’s a pretty cool stepping stone that essay
40:04
cool stepping stone that essay um if you build it in the
40:06
um if you build it in the workflow that we recommend can
40:07
workflow that we recommend can do that for you. So I’m gonna
40:08
do that for you. So I’m gonna draft a quote. I’m gonna scroll
40:11
draft a quote. I’m gonna scroll down to my shrub pruning all
40:12
down to my shrub pruning all the numbers from the on-site
40:13
the numbers from the on-site estimate form came in. I’m
40:14
estimate form came in. I’m gonna hit draft to quote and
40:16
gonna hit draft to quote and I’m gonna add drive time in. So
40:20
I’m gonna add drive time in. So it’s a $289, shrub, trimming
40:23
it’s a $289, shrub, trimming and the property specific notes
40:24
and the property specific notes that we’re not providing the
40:26
that we’re not providing the Hera is already merged in. so
40:28
Hera is already merged in. so we’re covered there now. the
40:29
we’re covered there now. the final step is to go down and
40:31
final step is to go down and save now you’re probably asking
40:33
save now you’re probably asking me Mike The headline of this
40:35
me Mike The headline of this video is property specific
40:36
video is property specific pictures and videos in an
40:38
pictures and videos in an estimate to close more sales,
40:40
estimate to close more sales, although we’ve shown you how to
40:41
although we’ve shown you how to set it up and standardize it so
40:42
set it up and standardize it so literally all we have to do is
40:44
literally all we have to do is measure it go out and set up
40:45
measure it go out and set up our videos and pictures and use
40:47
our videos and pictures and use our on-site estimate form. So
40:49
our on-site estimate form. So we have that. And that’s in our
40:52
we have that. And that’s in our computer now and we’ve gone to
40:54
computer now and we’ve gone to YouTube and use the YouTube
40:55
YouTube and use the YouTube creator uh studio right here.
40:58
creator uh studio right here. It’s that little red icon. We
41:01
It’s that little red icon. We downloaded that now we’re gonna
41:03
downloaded that now we’re gonna go in instead of emailing it
41:05
go in instead of emailing it immediately We wanna go in and
41:06
immediately We wanna go in and edit this is how we have a
41:08
edit this is how we have a one-off edition. um so I’m
41:10
one-off edition. um so I’m really excited about Marcus
41:11
really excited about Marcus talk about this. I’m not gonna
41:12
talk about this. I’m not gonna go into too much detail and
41:13
go into too much detail and theory on it um but I think
41:15
theory on it um but I think it’s gonna be a great talk but
41:17
it’s gonna be a great talk but after you see Marcus talk or
41:19
after you see Marcus talk or you hopefully uh. Excited about
41:21
you hopefully uh. Excited about seeing this talk here on the
41:23
seeing this talk here on the essay weekly um you wanna be
41:26
essay weekly um you wanna be able to go down here and scroll
41:28
able to go down here and scroll down. Any edit and this is only
41:34
down. Any edit and this is only property specific, so this is
41:36
property specific, so this is my estimate template so first
41:37
my estimate template so first thing you wanna do is go and
41:39
thing you wanna do is go and delete your estimate template
41:40
delete your estimate template for best practice cuz that will
41:42
for best practice cuz that will get broken, sometimes and
41:44
get broken, sometimes and select your estimate template.
41:48
select your estimate template. And then we’re gonna go into
41:50
And then we’re gonna go into rose and we’re gonna drop in
41:53
rose and we’re gonna drop in two of them.
41:57
And we’re gonna go to content
41:59
And we’re gonna go to content and the first one. Actually may
42:01
and the first one. Actually may actually drop two of these in
42:03
actually drop two of these in here hold on a minute.
42:06
here hold on a minute. So I’m
42:06
So I’m gonna just put some text
42:08
So I’m gonna just put some text in here so you can kinda get
42:08
in here so you can kinda get the idea of what we’re doing
42:11
the idea of what we’re doing quickly.
42:16
Crappy um picture. Details.
42:21
Crappy um picture. Details. You’re watching this none of
42:22
You’re watching this none of this was pre-planned. I
42:23
this was pre-planned. I apologize if it’s going a
42:25
apologize if it’s going a little bit longer than in
42:27
little bit longer than in participated but um you will
42:30
participated but um you will definitely get the idea then.
42:35
We are going in.
42:42
And adding a note I already
42:45
And adding a note I already have it. nope. I want one more
42:48
have it. nope. I want one more I wanna take my content take my
42:50
I wanna take my content take my text.
42:59
Estimate. Video. What we’re
43:02
Estimate. Video. What we’re doing if you just join us or
43:04
doing if you just join us or we’re creating property
43:06
we’re creating property specific uh pictures and videos
43:08
specific uh pictures and videos breach property that we
43:09
breach property that we actually go out and ask inside
43:10
actually go out and ask inside service autopilot. um we’re
43:12
service autopilot. um we’re teaching a workflow to and I’m
43:13
teaching a workflow to and I’m I’m pretty excited cuz this is
43:14
I’m pretty excited cuz this is gonna close more sales in your
43:16
gonna close more sales in your sales process If you stick to
43:18
sales process If you stick to it that I definitely guarantee
43:19
it that I definitely guarantee so next thing we’re doing now
43:20
so next thing we’re doing now is we’re going into the content
43:23
is we’re going into the content area and we’re gonna grab the
43:24
area and we’re gonna grab the image particular in here so I
43:27
image particular in here so I believe in this press, I
43:28
believe in this press, I already have some property
43:30
already have some property specific pictures for that.
43:32
specific pictures for that. Right here, I’ve got the
43:34
Right here, I’ve got the service area the area where we
43:35
service area the area where we are servicing. so let’s say, in
43:36
are servicing. so let’s say, in this example, we’re only
43:38
this example, we’re only servicing the front yard so I
43:40
servicing the front yard so I can say service area one number
43:41
can say service area one number two and we can take that right
43:42
two and we can take that right out of smart maps or maps, pro
43:45
out of smart maps or maps, pro and use and use a called J or
43:47
and use and use a called J or snag it to mark that up uh or
43:50
snag it to mark that up uh or you can be on site and taking
43:52
you can be on site and taking property specific pictures of
43:53
property specific pictures of it in the actual yard, but
43:54
it in the actual yard, but either way we’ve created a
43:56
either way we’ve created a property picture detail of the
43:58
property picture detail of the services now, if we’re out
44:00
services now, if we’re out there with our phone, we’re
44:01
there with our phone, we’re gonna take the video and then
44:02
gonna take the video and then we’re going to YouTube creator
44:04
we’re going to YouTube creator and uploading it marketing. it
44:05
and uploading it marketing. it is private or uh. Hidden and
44:09
is private or uh. Hidden and we’re gonna go into the content
44:11
we’re gonna go into the content area of the document editor
44:13
area of the document editor editor and pull over the
44:19
HTMLfive. got a video here. uh
44:23
HTMLfive. got a video here. uh where I was doing, I was doing
44:25
where I was doing, I was doing some. And I was doing some
44:30
some. And I was doing some training on how to go out and
44:33
training on how to go out and and basically maintain a
44:35
and basically maintain a property. so this was internal
44:36
property. so this was internal training that we did for our
44:37
training that we did for our team, but imagine you were at
44:39
team, but imagine you were at this property and you were
44:41
this property and you were talking about not necessarily
44:42
talking about not necessarily with equipment but how you’re
44:44
with equipment but how you’re going to maintain this in the
44:45
going to maintain this in the specific issues or things that
44:46
specific issues or things that you were doing differently and
44:47
you were doing differently and creating a higher perceived
44:49
creating a higher perceived value. so you take this
44:51
value. so you take this property specific um play here
44:54
property specific um play here and you’re talking about maybe
44:55
and you’re talking about maybe the bed and how you’re pruning
44:57
the bed and how you’re pruning the beds and in certain things
44:58
the beds and in certain things and we’re taking this property.
45:00
and we’re taking this property. Specific video that’s unlisted
45:01
Specific video that’s unlisted now and you’ve uploaded from
45:03
now and you’ve uploaded from your phone from the YouTube
45:04
your phone from the YouTube app. We’re gonna go in and hit
45:05
app. We’re gonna go in and hit share. We’re gonna go to bed
45:08
share. We’re gonna go to bed and we’re gonna copy the
45:27
HTMLfive. It’s probably. Kick
45:29
HTMLfive. It’s probably. Kick you out of the estimate we
45:31
you out of the estimate we gotta open it back up, but
45:32
gotta open it back up, but that’s okay and we’re gonna
45:34
that’s okay and we’re gonna close it. do you wanna say
45:35
close it. do you wanna say before or leaving? yes we do
45:38
before or leaving? yes we do and this is not gonna override
45:40
and this is not gonna override the document and all all the
45:41
the document and all all the work we’ve already done is is
45:43
work we’ve already done is is only for that particular
45:44
only for that particular estimate here. so you’re gonna
45:45
estimate here. so you’re gonna wanna open that back back up uh
45:47
wanna open that back back up uh when you’re in the
45:54
HTMLfive. gone and inserted
45:57
HTMLfive. gone and inserted property specific pictures and
45:59
property specific pictures and videos in the estimate uh we’re
45:59
videos in the estimate uh we’re gonna go in and. Preview it
46:02
gonna go in and. Preview it just to make sure and then
46:03
just to make sure and then we’ll email it out and wrap the
46:05
we’ll email it out and wrap the video how to actually go about
46:07
video how to actually go about and close this loop.
46:13
Do not wanna send it to sent
46:15
Do not wanna send it to sent and we’re gonna send this out
46:17
and we’re gonna send this out um and I’ll show you what the
46:19
um and I’ll show you what the rest looks like.
46:23
In our Pdf preview of this will
46:25
In our Pdf preview of this will be coming up in a minute and
46:26
be coming up in a minute and then we’re gonna go out and
46:28
then we’re gonna go out and email this.
46:36
So here is our Pdf preview.
46:39
So here is our Pdf preview. Everything’s in here our quote
46:42
Everything’s in here our quote our picture and our playable
46:44
our picture and our playable video So last thing to do is go
46:46
video So last thing to do is go in email the template email
46:48
in email the template email loads that we’ve built first
46:49
loads that we’ve built first step. I ask them an email with
46:51
step. I ask them an email with link we hit send goes to the
46:52
link we hit send goes to the client’s email They open it up.
46:54
client’s email They open it up. They’re gonna click the link
46:56
They’re gonna click the link open up the estimate accept it
46:57
open up the estimate accept it and then you ask them.
46:57
and then you ask them. acceptance comes up. so I’m
46:58
acceptance comes up. so I’m gonna go on my other screen
47:00
gonna go on my other screen really quickly pull up my email
47:01
really quickly pull up my email showed it looks like on the
47:03
showed it looks like on the client’s end uh and then.
47:08
Uh we will go from there.
47:22
Alright, so as I pull it over
47:24
Alright, so as I pull it over this is out of my email inbox
47:27
this is out of my email inbox Hands lawn care go care go in.
47:29
Hands lawn care go care go in. view your proposal and now we
47:31
view your proposal and now we have an estimate that’s
47:33
have an estimate that’s property specific with a
47:34
property specific with a picture and a video to create
47:38
picture and a video to create more perceived value overcome
47:39
more perceived value overcome any sales or price objections.
47:41
any sales or price objections. They’re gonna click lawn
47:42
They’re gonna click lawn mowing. Scroll down to accept
47:44
mowing. Scroll down to accept it. I’ve got a generic video
47:46
it. I’ve got a generic video that explains the service of
47:48
that explains the service of lawn mowing in there already.
47:51
lawn mowing in there already. Shrub pruning special job notes
47:54
Shrub pruning special job notes now property specific pricing
47:56
now property specific pricing for service area for that
47:58
for service area for that picture and video detail so
48:02
picture and video detail so huge wins Community essay
48:04
huge wins Community essay Weekly Talk show Mike Callahan
48:06
Weekly Talk show Mike Callahan coming back at you next week
48:07
coming back at you next week with hopefully Tina service uh
48:10
with hopefully Tina service uh made for Tom and Lisa Marino
48:11
made for Tom and Lisa Marino and potentially Marcus Sheridan
48:13
and potentially Marcus Sheridan here in the next few weeks, so
48:14
here in the next few weeks, so we’ll see again as a weekly
48:15
we’ll see again as a weekly talk show 1 PM eastern 12 PM
48:18
talk show 1 PM eastern 12 PM Central flying by the seat of
48:19
Central flying by the seat of our pants today, but still
48:20
our pants today, but still bringing uh some solid value uh
48:23
bringing uh some solid value uh value and cutting edge
48:24
value and cutting edge techniques. How do you service
48:25
techniques. How do you service autopilot? To go out and insert
48:28
autopilot? To go out and insert property specific pictures and
48:30
property specific pictures and video and blow up your sales
48:32
video and blow up your sales process to finish up this
48:33
process to finish up this season, folks so comments
48:34
season, folks so comments questions drop below. We’ll see
48:35
questions drop below. We’ll see you again next week. Mike