Author Archive

00:00
Welcome back to Callahan’s
00:02
Welcome back to Callahan’s corner, where you ask the
00:03
corner, where you ask the questions we answer them live
00:04
questions we answer them live right here on Facebook. So what
00:05
right here on Facebook. So what are the questions submitted
00:07
are the questions submitted this week? Mike I’m going out
00:08
this week? Mike I’m going out and building a business and um
00:11
and building a business and um it was actually young gentleman
00:13
it was actually young gentleman or lady uh we giving away who
00:14
or lady uh we giving away who it was. They wanna know how do
00:16
it was. They wanna know how do I build value in my service
00:18
I build value in my service business so whether it’s lawn
00:19
business so whether it’s lawn care home cleaning pest
00:20
care home cleaning pest control, there’s certain things
00:21
control, there’s certain things in my opinion that we could do
00:23
in my opinion that we could do to vet um drive the value of
00:25
to vet um drive the value of your business up. There’s
00:26
your business up. There’s certain things that can
00:27
certain things that can actually start pulling down the
00:30
actually start pulling down the value of your business so a lot
00:31
value of your business so a lot of times when most service.
00:34
of times when most service. Especially in lawn care go to
00:36
Especially in lawn care go to sell their business or retire
00:37
sell their business or retire All they have left is a book of
00:39
All they have left is a book of business and a lot of beat-up
00:42
business and a lot of beat-up old used equipment and
00:44
old used equipment and basically they’re just selling
00:45
basically they’re just selling their contracts that face value
00:47
their contracts that face value and um their equipment for
00:49
and um their equipment for whatever that market value is
00:50
whatever that market value is and let’s face it lawn care
00:52
and let’s face it lawn care equipment uh even though no
00:53
equipment uh even though no matter how well, it’s taking
00:54
matter how well, it’s taking care of it, the value of that
00:55
care of it, the value of that when you go to sell it um is
00:56
when you go to sell it um is not gonna be that high if you
00:58
not gonna be that high if you have a lot of equipment. so
01:00
have a lot of equipment. so what I’m gonna do is basically
01:01
what I’m gonna do is basically kinda go in and take a look at
01:02
kinda go in and take a look at it outside of the equipment
01:03
it outside of the equipment aspect or maybe the financial
01:05
aspect or maybe the financial investment of maybe property.
01:07
investment of maybe property. You’re running your shop out of
01:08
You’re running your shop out of what can you do in your service
01:09
what can you do in your service business to raise that value?
01:12
business to raise that value? uh when you go to retire or
01:15
uh when you go to retire or sell your business so first
01:16
sell your business so first thing I wanna look at is the
01:17
thing I wanna look at is the difference between one jobs and
01:20
difference between one jobs and reoccurring jobs so that annual
01:22
reoccurring jobs so that annual recurring revenues that’s
01:24
recurring revenues that’s basically uh when we look at
01:26
basically uh when we look at its annual recurring revenue or
01:28
its annual recurring revenue or Mr Monthly recurring revenue.
01:31
Mr Monthly recurring revenue. so that’s where if I’m going to
01:32
so that’s where if I’m going to rebuild a business from day one
01:34
rebuild a business from day one is I’m going to go in and
01:35
is I’m going to go in and create a select amount of.
01:37
create a select amount of. Services it can be sold over
01:39
Services it can be sold over the phone. Those are gonna be
01:40
the phone. Those are gonna be your lawn mowing fertilization
01:43
your lawn mowing fertilization um something that quickly can
01:44
um something that quickly can be measured off a satellite
01:45
be measured off a satellite imagery and and sold over the
01:47
imagery and and sold over the and they are reoccurring
01:48
and they are reoccurring services. They’re not one time
01:50
services. They’re not one time spring cleanups or fall
01:52
spring cleanups or fall cleanups. These are reoccurring
01:54
cleanups. These are reoccurring services in a basically a
01:56
services in a basically a maintenance package that
01:57
maintenance package that contracts gonna run forever to
01:58
contracts gonna run forever to the cancer the customer cancel
01:59
the cancer the customer cancel so what you can do is go in and
02:01
so what you can do is go in and show the value of the
02:03
show the value of the reoccurring revenue. You don’t
02:04
reoccurring revenue. You don’t have to go and resell that
02:05
have to go and resell that every time now the. Thing that
02:07
every time now the. Thing that I’m looking at is how can I
02:08
I’m looking at is how can I take that reoccurring revenue
02:11
take that reoccurring revenue from my gateway services? the
02:12
from my gateway services? the original services? How can I go
02:13
original services? How can I go out systematically up-sell and
02:16
out systematically up-sell and some of the customers that work
02:17
some of the customers that work with simple growth have been
02:20
with simple growth have been extremely um diligent and uh
02:22
extremely um diligent and uh well versed in this is what
02:24
well versed in this is what they’ve gone in is that if they
02:25
they’ve gone in is that if they own a fertilization we control
02:27
own a fertilization we control uh company that they’re going
02:29
uh company that they’re going out not only doing the
02:29
out not only doing the fertilization we we control,
02:31
fertilization we we control, but they’re getting additional
02:32
but they’re getting additional to do perimeter pass our fire
02:34
to do perimeter pass our fire ant control. so what they’re
02:36
ant control. so what they’re doing is taking a one stop for
02:37
doing is taking a one stop for the property. Continuing two or
02:40
the property. Continuing two or three different services they
02:41
three different services they can do while they’re there
02:42
can do while they’re there already so they minimize that
02:45
already so they minimize that non billable um drive time and
02:47
non billable um drive time and literally ratchet up the client
02:49
literally ratchet up the client lifetime value or that annual
02:51
lifetime value or that annual recurring revenue. three four
02:54
recurring revenue. three four times X and they’ve you know
02:56
times X and they’ve you know isn’t lowered their overhead as
02:58
isn’t lowered their overhead as well. So that is the first
02:59
well. So that is the first approach that I’m taking when
03:01
approach that I’m taking when I’m going out to drive value in
03:02
I’m going out to drive value in building a business, whether
03:03
building a business, whether whether it’s existing or
03:05
whether it’s existing or consolidate the services create
03:06
consolidate the services create services it can be sold over
03:07
services it can be sold over the phone easy. Then a process
03:10
the phone easy. Then a process to up sell to double or triple
03:12
to up sell to double or triple um that annual recurring
03:14
um that annual recurring revenue now we’ve got a process
03:17
revenue now we’ve got a process in place now to go in and
03:18
in place now to go in and create a uh a
03:21
create a uh a subscription-based model
03:22
subscription-based model basically because we’re going
03:22
basically because we’re going out and selling that service in
03:25
out and selling that service in basically, there’s no contract
03:26
basically, there’s no contract in place. It’s gonna run
03:27
in place. It’s gonna run forever till they cancel now
03:28
forever till they cancel now some states like New York may
03:30
some states like New York may require a signed contract on
03:31
require a signed contract on file for d or pesticide laws uh
03:34
file for d or pesticide laws uh but the idea is that’s gonna
03:35
but the idea is that’s gonna auto renew um every two or 3
03:38
auto renew um every two or 3 years um you may have to get a
03:39
years um you may have to get a new sign contract based on the
03:41
new sign contract based on the new laws, but with the ideas
03:42
new laws, but with the ideas it’s it’s set up as an auto
03:42
it’s it’s set up as an auto recurring. So when you go out
03:45
recurring. So when you go out to value that business, we’ve
03:46
to value that business, we’ve created a book of business that
03:48
created a book of business that is significantly more appealing
03:50
is significantly more appealing because the new business owner
03:52
because the new business owner isn’t risking um that sure or
03:55
isn’t risking um that sure or cancellation because they need
03:56
cancellation because they need an annual contract renewal and
03:58
an annual contract renewal and we’ve we’re basing around
04:00
we’ve we’re basing around mostly around in recurring
04:01
mostly around in recurring revenue. Now you may have a
04:02
revenue. Now you may have a one-time aeration overseeing
04:03
one-time aeration overseeing spring and fall cleanup of the
04:04
spring and fall cleanup of the ideas We wanna focus on the
04:05
ideas We wanna focus on the recurring services first to
04:07
recurring services first to drive uh basically a
04:09
drive uh basically a subscription model. so the next
04:11
subscription model. so the next thing I’m looking at then is
04:12
thing I’m looking at then is what. Is the values are you
04:15
what. Is the values are you building and buying a list or
04:17
building and buying a list or right now you’re going in
04:19
right now you’re going in creating value through uh the
04:22
creating value through uh the client base. That’s a
04:23
client base. That’s a reoccurring revenue model now,
04:24
reoccurring revenue model now, in addition to that as we grow
04:25
in addition to that as we grow and scale the business uh a
04:27
and scale the business uh a valuation point that I would
04:28
valuation point that I would look at if I was going out to
04:29
look at if I was going out to acquire businesses do they own
04:31
acquire businesses do they own their own marketing list So
04:33
their own marketing list So whether it’s top of the funnel
04:34
whether it’s top of the funnel the bottom of the funnel we got
04:36
the bottom of the funnel we got cold, warm and hot leads are we
04:38
cold, warm and hot leads are we going out as a business owner
04:39
going out as a business owner and owning those leads so if
04:41
and owning those leads so if you’re going out through.
04:43
you’re going out through. Facebook or Google or YouTube
04:46
Facebook or Google or YouTube and trying to get these
04:47
and trying to get these subscribers you don’t own that
04:49
subscribers you don’t own that list. you’re you’re borrowing
04:50
list. you’re you’re borrowing that list so when the algorithm
04:51
that list so when the algorithm of Google ads um change or they
04:55
of Google ads um change or they have the certified service
04:57
have the certified service providers now or Facebook
04:58
providers now or Facebook changes their algorithm, you
04:59
changes their algorithm, you are at the mercy of that
05:02
are at the mercy of that platform. So let’s say you’re
05:03
platform. So let’s say you’re not into digital marketing yet
05:05
not into digital marketing yet but uh you’re relying strictly
05:07
but uh you’re relying strictly on referral um word of mouth
05:10
on referral um word of mouth referral once again, that
05:11
referral once again, that isn’t. You own you’re relying
05:15
isn’t. You own you’re relying on people to refer you out so
05:18
on people to refer you out so when you go to value a business
05:19
when you go to value a business and add more uh value to it as
05:22
and add more uh value to it as the business owner, I don’t
05:23
the business owner, I don’t wanna be reliant on third
05:25
wanna be reliant on third parties to go out and grow and
05:26
parties to go out and grow and scale a business cuz that’s not
05:28
scale a business cuz that’s not a book of um business or equity
05:30
a book of um business or equity that I can literally say here
05:31
that I can literally say here is this an asset. This comes
05:33
is this an asset. This comes with the business so what you
05:34
with the business so what you wanna do is create your own
05:35
wanna do is create your own databases and there’s several
05:37
databases and there’s several ways of doing this so
05:38
ways of doing this so Callahan’s lawn care we went
05:39
Callahan’s lawn care we went around literally with a notepad
05:41
around literally with a notepad uh near the end of the. And
05:43
uh near the end of the. And during the winter, we wrote
05:44
during the winter, we wrote down the address of every lawn
05:46
down the address of every lawn being commercially mowed you
05:47
being commercially mowed you can tell in our market, which
05:49
can tell in our market, which was being commercially modern,
05:49
was being commercially modern, which wasn’t and in the winter
05:52
which wasn’t and in the winter residential snow plow if they
05:53
residential snow plow if they have piles of snow at the end
05:54
have piles of snow at the end of the driveway, that was a
05:55
of the driveway, that was a good indicator that was a
05:57
good indicator that was a commercially plowed or
05:59
commercially plowed or basically a professionally
06:00
basically a professionally plowed driveway. So we went and
06:02
plowed driveway. So we went and created a database of people
06:04
created a database of people already using our services went
06:06
already using our services went and measured online and create
06:08
and measured online and create a property specific pricing and
06:09
a property specific pricing and built a database of over 10000
06:11
built a database of over 10000 people use. The services we
06:13
people use. The services we sell in our local markets and
06:15
sell in our local markets and now I’m not reliant on the
06:17
now I’m not reliant on the algorithms of Google or
06:18
algorithms of Google or Facebook. I have a database of
06:20
Facebook. I have a database of customers that I can rely back
06:23
customers that I can rely back on to grow and scale that
06:25
on to grow and scale that business now if as we’re going
06:27
business now if as we’re going in and we’re grabbing things
06:29
in and we’re grabbing things off um your website or social
06:31
off um your website or social media bots or lead magnet off
06:33
media bots or lead magnet off your website. We’re also
06:35
your website. We’re also capturing first name last name
06:36
capturing first name last name email at a bare minimum, but
06:37
email at a bare minimum, but usually the service address as
06:39
usually the service address as well and we’re creating a
06:40
well and we’re creating a database of people that can be
06:41
database of people that can be marketed to. When Google
06:44
marketed to. When Google changes or Facebook changes, we
06:46
changes or Facebook changes, we still own that list, we’re not
06:48
still own that list, we’re not borrowing it um through a
06:49
borrowing it um through a pixel, they’re targeted
06:50
pixel, they’re targeted audience cuz that Pixel the
06:51
audience cuz that Pixel the target audience is only gonna
06:52
target audience is only gonna be there for a certain amount
06:53
be there for a certain amount of time now. if it’s on
06:54
of time now. if it’s on Facebook, that’s probably gonna
06:55
Facebook, that’s probably gonna be 180 days. you’re borrowing
06:57
be 180 days. you’re borrowing that list of people have
06:58
that list of people have interacted with your website or
06:59
interacted with your website or social media. now what you need
07:00
social media. now what you need to do is in those 180 days in
07:02
to do is in those 180 days in my opinion is drive them to a
07:04
my opinion is drive them to a landing page and get them to
07:06
landing page and get them to give you their information so
07:07
give you their information so we can build our own list and
07:09
we can build our own list and on that list and then continue
07:10
on that list and then continue to nurture and then up-sell.
07:12
to nurture and then up-sell. But the value is in the list
07:14
But the value is in the list that you own. it’s not in the
07:16
that you own. it’s not in the value of the list that you’re
07:17
value of the list that you’re borrowing from Facebook or
07:18
borrowing from Facebook or Google. So the idea here is we
07:20
Google. So the idea here is we wanna go in and create a
07:21
wanna go in and create a process that we can sell
07:23
process that we can sell quickly for reoccurring service
07:24
quickly for reoccurring service and we wanna go up sell
07:26
and we wanna go up sell additional reoccurring service
07:27
additional reoccurring service to break up or add to that uh
07:30
to break up or add to that uh and your recurring revenue or
07:31
and your recurring revenue or um if you’re looking at monthly
07:33
um if you’re looking at monthly Mr monthly recurring revenue
07:35
Mr monthly recurring revenue and then we wanna build a list
07:36
and then we wanna build a list have a list that we’re
07:37
have a list that we’re borrowing for Facebook or
07:39
borrowing for Facebook or YouTube or Google, but a list
07:41
YouTube or Google, but a list that we own that can be part of
07:43
that we own that can be part of the. Asset and that is um in my
07:47
the. Asset and that is um in my opinion, one of the secrets to
07:49
opinion, one of the secrets to building a true value in a
07:51
building a true value in a service business. so when you
07:52
service business. so when you go to sell your business or
07:53
go to sell your business or you’re going to retire, you
07:55
you’re going to retire, you have an asset, they’ve actually
07:56
have an asset, they’ve actually sold and valued up and above
07:57
sold and valued up and above just your broken down equipment
07:59
just your broken down equipment uh Robert says. uh were those
08:01
uh Robert says. uh were those lines um just an area where. Or
08:07
lines um just an area where. Or those your lawns, or just the
08:08
those your lawns, or just the lawns in area who are getting
08:10
lawns in area who are getting lawn service by professionals.
08:12
lawn service by professionals. so Robert what we did is these
08:13
so Robert what we did is these were loans that we weren’t
08:14
were loans that we weren’t servicing these were loans that
08:16
servicing these were loans that are competitors were servicing,
08:18
are competitors were servicing, so we drove through every
08:19
so we drove through every neighborhood that we were in
08:20
neighborhood that we were in and wrote down the addresses of
08:21
and wrote down the addresses of every address that appeared to
08:23
every address that appeared to be having commercial lawn
08:24
be having commercial lawn mowing and then we went into
08:25
mowing and then we went into the neighbors or the
08:26
the neighbors or the neighborhoods around and in
08:28
neighborhoods around and in between the areas that we’re
08:28
between the areas that we’re already servicing and wrote
08:30
already servicing and wrote down every law that look like
08:31
down every law that look like with being commercially mowed
08:32
with being commercially mowed and then we went back in the
08:34
and then we went back in the winter. uh when it wasn’t
08:35
winter. uh when it wasn’t snowing we. Wrote down the
08:37
snowing we. Wrote down the address of every driveway that
08:38
address of every driveway that had a pile of snow on it and we
08:40
had a pile of snow on it and we sent out uh basically envelopes
08:42
sent out uh basically envelopes and audited literally, said
08:44
and audited literally, said Lawn mowing customer or snow
08:46
Lawn mowing customer or snow plowing customer and those
08:48
plowing customer and those things opened um we had huge
08:51
things opened um we had huge response the first few years
08:52
response the first few years before he started to deplete
08:53
before he started to deplete that list um but that gave us a
08:55
that list um but that gave us a database of people actually
08:56
database of people actually using our service in our area.
08:57
using our service in our area. We didn’t have to go out and
08:59
We didn’t have to go out and cast that digital net and hope
09:00
cast that digital net and hope they used our service or wanted
09:01
they used our service or wanted to. we knew that these people
09:03
to. we knew that these people are already engaging with the
09:04
are already engaging with the professional. For that service,
09:06
professional. For that service, so it allowed us to have
09:07
so it allowed us to have significantly better uh return
09:09
significantly better uh return on investment and uh far as an
09:11
on investment and uh far as an acquisition, plan or retirement
09:13
acquisition, plan or retirement plan. Now, we have a book of
09:15
plan. Now, we have a book of business and a database of
09:17
business and a database of people using the services there
09:19
people using the services there and even if maybe the person
09:19
and even if maybe the person going to buy your business
09:21
going to buy your business doesn’t want that you can go
09:23
doesn’t want that you can go out and resell that to another
09:25
out and resell that to another competitor or business in the
09:27
competitor or business in the area because that book of
09:29
area because that book of database has significant value
09:31
database has significant value and it doesn’t um it takes a
09:33
and it doesn’t um it takes a while to get it. I mean it’s
09:34
while to get it. I mean it’s not forever, but this was a
09:35
not forever, but this was a process of survivorship series.
09:37
process of survivorship series. We kept building in updating
09:39
We kept building in updating that database and that allowed
09:40
that database and that allowed us to go out and. And make our
09:42
us to go out and. And make our marketing significantly more
09:44
marketing significantly more efficient, um any other
09:45
efficient, um any other questions while I’m here at
09:46
questions while I’m here at Callahan’s corner, ask some
09:47
Callahan’s corner, ask some questions We have some live
09:48
questions We have some live right here on Facebook um uh
09:51
right here on Facebook um uh business owner basically wrote
09:53
business owner basically wrote and said. Hey, how do I go in
09:54
and said. Hey, how do I go in and create more value to my
09:55
and create more value to my business? if I wanna use that
09:56
business? if I wanna use that as a retirement tool, if I ever
09:58
as a retirement tool, if I ever wanna sell that business um and
09:59
wanna sell that business um and that’s that reoccurring revenue
10:01
that’s that reoccurring revenue and building a database in a
10:03
and building a database in a list that you own and be able
10:04
list that you own and be able to work at systematically and
10:06
to work at systematically and selling that with your
10:07
selling that with your acquisition or to somebody else
10:08
acquisition or to somebody else afterwards. So Robert Great
10:09
afterwards. So Robert Great question I appreciate hanging
10:11
question I appreciate hanging in here um drop your questions
10:12
in here um drop your questions any other questions. Around the
10:14
any other questions. Around the service business, Callahan’s
10:16
service business, Callahan’s corner, you ask the questions
10:17
corner, you ask the questions when it’s live right here on
10:18
when it’s live right here on Facebook. We’ll see you again

00:00
hey mike callahan here had some major
00:02
major news just got done talking with
00:04
another industry professional
00:05
out of the dc virginia area uber reached
00:08
out to them we just got a bunch of snow
00:10
they wanted to know if they want to
00:11
become a contractor for uber yeah that’s
00:13
right you heard me
00:13
uber is potentially getting into the
00:16
service industry of what i’ve heard from
00:17
this gentleman
00:18
we’ve been talking about for the last 12
00:20
to 15 months about a major technology
00:22
shift a disruption to the service
00:23
industry amazon
00:25
is offering home services companies like
00:28
canopy are going out and trying to
00:29
dominate
00:30
the residential lawn care and snow
00:31
removal market
00:33
my question to you is what are you going
00:34
to do to stay ahead of this shift
00:36
and not let this disruption become an
00:39
issue where you become the next out of
00:40
business
00:41
taxicab driver in our industry my
00:44
suggestion is
00:45
look into automations figure out how you
00:47
can replicate yourself through
00:48
technology
00:49
and automate the process and systems to
00:51
work 24 hours a day
00:52
seven days a week lower your overhead
00:54
and provide a personable
00:57
meaningful conversation with your
00:58
consumers 24 7 automated
English (auto-generated)

00:02
Welcome back to Callahan’s
00:03
Welcome back to Callahan’s corner, where you ask the
00:05
corner, where you ask the questions we answer them live
00:06
questions we answer them live right here on Facebook so
00:08
right here on Facebook so today’s installment of
00:09
today’s installment of Callahan’s corner is actually
00:10
Callahan’s corner is actually be talking about fall cleanups
00:12
be talking about fall cleanups um this could be applied to
00:14
um this could be applied to several other services so if
00:14
several other services so if you don’t provide fall cleanups
00:16
you don’t provide fall cleanups it maybe worth hanging in
00:17
it maybe worth hanging in there, but the idea of the
00:19
there, but the idea of the question is how do we go out
00:20
question is how do we go out and schedule multi trip fall
00:23
and schedule multi trip fall cleanups or multi trip jobs, so
00:26
cleanups or multi trip jobs, so this could be a very similar to
00:28
this could be a very similar to a bush and bed package in some
00:30
a bush and bed package in some parts of the United States or
00:31
parts of the United States or Canada as well, We have two or
00:32
Canada as well, We have two or three or maybe. Five um
00:35
three or maybe. Five um different visits out to trim
00:36
different visits out to trim the bushes now fall cleanup is
00:38
the bushes now fall cleanup is a little bit trickier because
00:39
a little bit trickier because uh it is going to be uh
00:43
uh it is going to be uh condensed and uh time is of the
00:45
condensed and uh time is of the essence, especially if you’re
00:46
essence, especially if you’re in northern market with the
00:47
in northern market with the snowfall. So what I’m gonna be
00:49
snowfall. So what I’m gonna be doing here is diving in and
00:51
doing here is diving in and showing you how to set this up
00:52
showing you how to set this up inside service Autopilot um to
00:54
inside service Autopilot um to get the best result in your
00:56
get the best result in your scheduling. So what we’re gonna
00:57
scheduling. So what we’re gonna be doing here is I’m gonna flip
00:58
be doing here is I’m gonna flip the screen open um and minimize
01:01
the screen open um and minimize it down so the first the first.
01:03
it down so the first the first. We wanna do out of out of
01:05
We wanna do out of out of several steps um um I’m
01:06
several steps um um I’m assuming you an estimate
01:07
assuming you an estimate template built out um but what
01:09
template built out um but what we’re gonna do is we wanna
01:10
we’re gonna do is we wanna create three different services
01:13
create three different services so fall cleanup trip one two
01:15
so fall cleanup trip one two and three, and we’re also going
01:17
and three, and we’re also going to wanna have a pricing matrix
01:20
to wanna have a pricing matrix behind this um and it’s based
01:22
behind this um and it’s based on lot square footage so from
01:24
on lot square footage so from one to 5000 square feet is $500
01:27
one to 5000 square feet is $500 and then every thousand over
01:28
and then every thousand over 5000 is an additional $100 now
01:30
5000 is an additional $100 now uh this isn’t something you
01:31
uh this isn’t something you wanna base your pricing on you
01:33
wanna base your pricing on you wanna base on your production
01:34
wanna base on your production rates and um your equipment but
01:36
rates and um your equipment but Idea Here is we wanna set up
01:38
Idea Here is we wanna set up three separate services or
01:40
three separate services or maybe four if you have multiple
01:42
maybe four if you have multiple trips um in addition, inside
01:44
trips um in addition, inside this you also if you have a uh
01:46
this you also if you have a uh a leaf loader that runs
01:48
a leaf loader that runs separately behind these crews,
01:49
separately behind these crews, we also wanna create a leaf
01:51
we also wanna create a leaf loader trip, one two and three
01:52
loader trip, one two and three so we can go out and track um
01:56
so we can go out and track um the disposal removal as well.
01:57
the disposal removal as well. Um this is gonna keep basic
01:59
Um this is gonna keep basic just the actual crew and
02:00
just the actual crew and assuming that you have the
02:01
assuming that you have the truck loader to load the leaves
02:03
truck loader to load the leaves in the back of the unit um in
02:04
in the back of the unit um in the scene. So what we’ve also
02:08
the scene. So what we’ve also done here is I’ve created um
02:10
done here is I’ve created um some different ways of doing
02:11
some different ways of doing this, but I’m gonna go in and
02:13
this, but I’m gonna go in and show a high low price
02:15
show a high low price opportunity where you can go
02:17
opportunity where you can go out and price it like a
02:18
out and price it like a residential home based on a
02:21
residential home based on a difficulty level of one two and
02:22
difficulty level of one two and three based on tree coverage or
02:24
three based on tree coverage or fence lines, things like that,
02:25
fence lines, things like that, what we’ve done is broken out a
02:26
what we’ve done is broken out a minimum price for level one.
02:31
minimum price for level one. And created a matrix around
02:34
And created a matrix around that so the base price to show
02:35
that so the base price to show up is 250, and that covers a
02:37
up is 250, and that covers a thousand square feet for the
02:38
thousand square feet for the minimum and on the maximum for
02:41
minimum and on the maximum for level one we’ve gone in and
02:43
level one we’ve gone in and created a secondary pricing
02:45
created a secondary pricing matrix uh for 350 is the high
02:48
matrix uh for 350 is the high price so between 250 and 350 is
02:50
price so between 250 and 350 is the range for up to 10000
02:53
the range for up to 10000 square feet, and it’s
02:54
square feet, and it’s additional $35 more on the high
02:57
additional $35 more on the high level um per thousand square.
03:00
level um per thousand square. Feet, so this will make more
03:01
Feet, so this will make more sense in a minute, but the key
03:01
sense in a minute, but the key thing is whether you’re doing
03:03
thing is whether you’re doing exact pricing or high low
03:04
exact pricing or high low pricing You want to create
03:06
pricing You want to create those out and you wanna create
03:09
those out and you wanna create fall trip one two and three now
03:12
fall trip one two and three now we’re gonna go in then and
03:14
we’re gonna go in then and create a master package. Now.
03:16
create a master package. Now. this is where the scheduling
03:18
this is where the scheduling goes in now we can also go in
03:20
goes in now we can also go in and do a um three separate jobs
03:25
and do a um three separate jobs um for the clean up itself, but
03:28
um for the clean up itself, but I’m gonna recommend a package
03:29
I’m gonna recommend a package because this is gonna help us
03:30
because this is gonna help us keep. Of where everyone is at
03:32
keep. Of where everyone is at and if we go past the desired
03:34
and if we go past the desired and it start of each round,
03:36
and it start of each round, then we know we’re in trouble.
03:37
then we know we’re in trouble. so I’m gonna go in and just
03:39
so I’m gonna go in and just label this.oh uh fall clean up.
03:45
label this.oh uh fall clean up. Three visits and this is
03:47
Three visits and this is exactly what we did um in my
03:51
exactly what we did um in my business so in the northeast up
03:52
business so in the northeast up here we would traditionally go
03:53
here we would traditionally go out the first week of November
03:56
out the first week of November would be the first round uh
03:57
would be the first round uh about a week and a half to 2
03:58
about a week and a half to 2 weeks later the second round
03:59
weeks later the second round and then the end of November uh
04:01
and then the end of November uh beginning December 10, the
04:02
beginning December 10, the weather would be the third
04:03
weather would be the third round, but definitely our
04:04
round, but definitely our commercial Hoa had a minimum of
04:06
commercial Hoa had a minimum of two visits uh first week of
04:08
two visits uh first week of November and then usually the
04:09
November and then usually the third or fourth week of
04:11
third or fourth week of November. so what we’re gonna
04:11
November. so what we’re gonna do is just go in and pull up
04:14
do is just go in and pull up our fall. Trip number one. All
04:19
our fall. Trip number one. All clean up drip number two and
04:21
clean up drip number two and fall clean up number three.
04:23
fall clean up number three. I’ll put the zeros in front of
04:24
I’ll put the zeros in front of it just to find it live on
04:25
it just to find it live on Facebook here um but we’re
04:26
Facebook here um but we’re gonna wanna put some start end
04:27
gonna wanna put some start end dates in here. so let’s say the
04:28
dates in here. so let’s say the first round just like we did at
04:30
first round just like we did at Callahan is the first week of
04:32
Callahan is the first week of November and it should be done
04:33
November and it should be done uh no later than let’s say that
04:39
uh no later than let’s say that Wednesday now that next one is
04:40
Wednesday now that next one is gonna be from eleven all the
04:44
gonna be from eleven all the way through. Let’s say that.
04:48
way through. Let’s say that. Day And then the twenty-second
04:53
Day And then the twenty-second obviously we’re not working on
04:53
obviously we’re not working on Sunday, but that’s the earliest
04:54
Sunday, but that’s the earliest it could be uh build out or
04:57
it could be uh build out or actually overlap to the
04:58
actually overlap to the twenty-first and then that last
05:02
twenty-first and then that last one would be say December 5th.
05:06
one would be say December 5th. so there is no minimum days in
05:08
so there is no minimum days in between or or maybe there maybe
05:09
between or or maybe there maybe you wanna make sure there’s at
05:10
you wanna make sure there’s at least 5 days between cleanups,
05:12
least 5 days between cleanups, so the leaves that are in the
05:13
so the leaves that are in the trees can continue to fall and
05:14
trees can continue to fall and you’re not backing it up. So
05:15
you’re not backing it up. So let’s say this have to be at
05:16
let’s say this have to be at least 5 days in between for
05:18
least 5 days in between for consistency and we’re. Doing is
05:21
consistency and we’re. Doing is naming the service here fall
05:24
naming the service here fall cleanup trick Number one.
05:27
cleanup trick Number one. Number two and number three, so
05:30
Number two and number three, so now what we’ve done is really
05:31
now what we’ve done is really define a scheduling uh rhythm
05:34
define a scheduling uh rhythm cadence based on desired time
05:35
cadence based on desired time slots now if it rains all week
05:37
slots now if it rains all week or we get freak snowstorm.
05:39
or we get freak snowstorm. that’s okay. but what’s gonna
05:41
that’s okay. but what’s gonna happen now is on the waiting
05:42
happen now is on the waiting list. We do this particular
05:43
list. We do this particular package jobs, It will turn red,
05:46
package jobs, It will turn red, so that’s gonna give our
05:47
so that’s gonna give our dispatcher whoever is managing
05:49
dispatcher whoever is managing this um a heads up that hey,
05:51
this um a heads up that hey, we’re past the desired time.
05:56
we’re past the desired time. And we’re gonna make the
05:57
And we’re gonna make the renewal on this uh next year 21
06:00
renewal on this uh next year 21 and we’re gonna make it
06:01
and we’re gonna make it probably September 1st because
06:04
probably September 1st because we’re probably if you’re using
06:05
we’re probably if you’re using simple growth. automations.
06:06
simple growth. automations. we’re gonna go out and start up
06:07
we’re gonna go out and start up selling that uh probably the
06:08
selling that uh probably the beginning of the middle of
06:09
beginning of the middle of September to go out and fill
06:10
September to go out and fill that schedule before the lease
06:12
that schedule before the lease even start to turn. So if you
06:15
even start to turn. So if you have any comments or questions
06:16
have any comments or questions drop em drop em in, but now
06:17
drop em drop em in, but now what we’ve done uh just as a
06:19
what we’ve done uh just as a quick reviews. we’ve created
06:20
quick reviews. we’ve created high low price ranges uh so we
06:23
high low price ranges uh so we can go out and quote um high
06:24
can go out and quote um high low price range for the
06:25
low price range for the cleanups or if we’re doing
06:26
cleanups or if we’re doing commercial, we’re gonna have
06:27
commercial, we’re gonna have exact price range or fall
06:28
exact price range or fall cleanups, then we’re going out
06:30
cleanups, then we’re going out and creating three services for
06:31
and creating three services for visit one two and three for
06:33
visit one two and three for scheduling purposes. Now, it’s
06:35
scheduling purposes. Now, it’s actually time to go out and
06:36
actually time to go out and estimate these jobs and I’ll
06:37
estimate these jobs and I’ll show you how this all plays
06:39
show you how this all plays together. So what we’re gonna
06:42
together. So what we’re gonna do is go in and go to.
06:45
do is go in and go to. Measurements and we’re gonna
06:46
Measurements and we’re gonna drive this off satellite
06:48
drive this off satellite imagery so whether you’re using
06:49
imagery so whether you’re using smart maps or maps pro
06:50
smart maps or maps pro basically the one that same
06:52
basically the one that same thing it just depends where
06:54
thing it just depends where they’re at um. And you’re
06:57
they’re at um. And you’re whether you’re you’re using
06:57
whether you’re you’re using btwo bthree, we’re gonna go in
06:58
btwo bthree, we’re gonna go in the satellite and we’re gonna
07:00
the satellite and we’re gonna zoom in and we’re gonna use our
07:01
zoom in and we’re gonna use our test account here but we’re
07:02
test account here but we’re gonna go in and make some
07:04
gonna go in and make some property measurements and I’m
07:05
property measurements and I’m gonna label this here a lot
07:11
gonna label this here a lot square footage and that’s where
07:13
square footage and that’s where we’re going in measuring a lot
07:15
we’re going in measuring a lot square footage for the cleanup.
07:16
square footage for the cleanup. so I’m actually gonna go in and
07:17
so I’m actually gonna go in and try to get right next to the
07:18
try to get right next to the house cuz we’re gonna be
07:19
house cuz we’re gonna be covering those beds as well. Uh
07:21
covering those beds as well. Uh so your square footage maybe a
07:24
so your square footage maybe a little bit different uh versus
07:26
little bit different uh versus your lot square footage. We’ve
07:28
your lot square footage. We’ve got beds in this yard doesn’t
07:29
got beds in this yard doesn’t have that big beds, but you may
07:31
have that big beds, but you may have some large beds uh that
07:32
have some large beds uh that need to be blown out or
07:33
need to be blown out or vacuumed up or cleaned up. so
07:35
vacuumed up or cleaned up. so we’ve covered our square
07:36
we’ve covered our square footage here or a lot of square
07:38
footage here or a lot of square footage. I’m sorry, we’re gonna
07:39
footage. I’m sorry, we’re gonna assign that to a custom field
07:41
assign that to a custom field and the one we did is zero uh
07:45
and the one we did is zero uh lot square footage um so we’ll
07:46
lot square footage um so we’ll find that here in a second
07:49
find that here in a second hopefully um you would probably
07:51
hopefully um you would probably never have this many custom
07:52
never have this many custom fields but in this test as we
07:54
fields but in this test as we do this, Facebook lives, we
07:55
do this, Facebook lives, we continue to pump them in so it.
07:58
continue to pump them in so it. Time to clean this account up
07:59
Time to clean this account up just a little
08:02
just a little see if I can do a control here
08:06
see if I can do a control here uh.
08:15
Alright, so we’re looking for
08:16
Alright, so we’re looking for lots of square footage if
08:16
lots of square footage if anybody sees it while they’re
08:18
anybody sees it while they’re watching live, Let me know um,
08:19
watching live, Let me know um, but I did grab the turf so I’m
08:22
but I did grab the turf so I’m guessing zero turf Square
08:24
guessing zero turf Square footage is a lot square foot is
08:26
footage is a lot square foot is gotta be around here somewhere.
08:29
gotta be around here somewhere. Uh but obviously you would
08:30
Uh but obviously you would never have this money, but I
08:31
never have this money, but I wanna show you as it loads the
08:33
wanna show you as it loads the um there. It is lot square
08:34
um there. It is lot square footage and we’re gonna hit
08:35
footage and we’re gonna hit save now. We’ve saved this. We
08:38
save now. We’ve saved this. We probably wanna go really light
08:40
probably wanna go really light color choose and say every time
08:43
color choose and say every time we pull this up. We know the
08:43
we pull this up. We know the area that we’re covering for
08:45
area that we’re covering for the lot square or the square
08:48
the lot square or the square footage for the cleanup versus
08:49
footage for the cleanup versus square mowing or fertilizing
08:51
square mowing or fertilizing now we’re gonna scroll down and
08:53
now we’re gonna scroll down and we’re gonna add an estimate now
08:54
we’re gonna add an estimate now you can tell if using service
08:55
you can tell if using service autopilot these three distinct
08:57
autopilot these three distinct boxes across the vtwo screen
08:58
boxes across the vtwo screen are gonna signify. It’s a
08:59
are gonna signify. It’s a client that will lead with a
09:00
client that will lead with a long great bar. To go into
09:03
long great bar. To go into templates and I’ve built out a
09:05
templates and I’ve built out a template already and it is our
09:07
template already and it is our high low fall cleanup price.
09:10
high low fall cleanup price. I’m gonna pull that in and uh I
09:12
I’m gonna pull that in and uh I must have grabbed the wrong
09:13
must have grabbed the wrong square foot or the wrong custom
09:14
square foot or the wrong custom field. So let me just pump in
09:17
field. So let me just pump in some uh I called 8000 square
09:18
some uh I called 8000 square feet so you can see what
09:20
feet so you can see what happened here uh this would
09:23
happened here uh this would automatically pop in and I
09:25
automatically pop in and I grabbed the wrong custom field
09:26
grabbed the wrong custom field on the fly with a little
09:27
on the fly with a little pressure. Facebook print here
09:29
pressure. Facebook print here so what we have here is a high
09:32
so what we have here is a high low. Scenario so our level one
09:36
low. Scenario so our level one is covering it’s 250 to 300.
09:41
is covering it’s 250 to 300. Then we have a level two. so um
09:43
Then we have a level two. so um I should probably check before
09:44
I should probably check before the video, but you kinda get
09:45
the video, but you kinda get the idea We have a high low
09:47
the idea We have a high low price range. so what we’re
09:48
price range. so what we’re gonna do is just quote level
09:49
gonna do is just quote level one here. so it’s between 250
09:50
one here. so it’s between 250 and 350 square feet based on
09:53
and 350 square feet based on the lot size now obviously
09:54
the lot size now obviously level two would have different
09:55
level two would have different pricing um so I must not have
09:57
pricing um so I must not have updated this or obviously I
09:58
updated this or obviously I didn’t update it before the
09:59
didn’t update it before the Facebook live should have
10:00
Facebook live should have checked that, but you get the
10:00
checked that, but you get the idea level one level two. Three
10:03
idea level one level two. Three would basically be the same
10:04
would basically be the same base price of 2000 or 250
10:06
base price of 2000 or 250 square feet, but would cover
10:08
square feet, but would cover less square footage so let’s
10:11
less square footage so let’s put in uh. 5000 here just to
10:14
put in uh. 5000 here just to see if that changes it.
10:20
It does so actually it was uh
10:22
It does so actually it was uh hitting it, but based on the
10:24
hitting it, but based on the level it didn’t hit the
10:25
level it didn’t hit the threshold so this was actually
10:27
threshold so this was actually the way it should have been
10:28
the way it should have been this calculation field would
10:29
this calculation field would load based on the square
10:30
load based on the square footage quoted so level one is
10:32
footage quoted so level one is between 250 and 350 level two,
10:33
between 250 and 350 level two, which is more difficult. It’s
10:35
which is more difficult. It’s between 312 and 437, but we’re
10:38
between 312 and 437, but we’re gonna quote level one because
10:39
gonna quote level one because this is a wide-open yard if
10:41
this is a wide-open yard if we’re using an example there
10:41
we’re using an example there and we’re gonna go in and hit
10:43
and we’re gonna go in and hit save and I’m gonna email it to
10:44
save and I’m gonna email it to myself, so you can see the high
10:45
myself, so you can see the high low price range. It looks like
10:48
low price range. It looks like and then I’m gonna go out and
10:48
and then I’m gonna go out and show you how to schedule this
10:49
show you how to schedule this uh service whether it’s fixed
10:51
uh service whether it’s fixed price or high low price range
10:52
price or high low price range with the different um ranges
10:54
with the different um ranges we’ve just built. Out so I’m
10:56
we’ve just built. Out so I’m gonna email this out here.
11:03
And there should be a document
11:04
And there should be a document here that’s gonna go in. so I’m
11:06
here that’s gonna go in. so I’m gonna insert uh one of our
11:09
gonna insert uh one of our documents.
11:14
And we’ll just use the first
11:16
And we’ll just use the first one.
11:27
So I’m actually I’m gonna skip
11:28
So I’m actually I’m gonna skip the email just cuz it looks
11:29
the email just cuz it looks like nothing is connected here.
11:30
like nothing is connected here. so I probably should’ve checked
11:31
so I probably should’ve checked that ahead of time but uh
11:33
that ahead of time but uh either way the estimate
11:35
either way the estimate document here is gonna show up
11:37
document here is gonna show up as fall cleanup level uh one
11:39
as fall cleanup level uh one and you don’t actually change
11:40
and you don’t actually change the verbiage, but you’ve got
11:42
the verbiage, but you’ve got the amount of 250 to 350 to be
11:44
the amount of 250 to 350 to be one checkbox to accept it so
11:46
one checkbox to accept it so they wouldn’t be able to set
11:47
they wouldn’t be able to set the higher level, but that is
11:48
the higher level, but that is gonna reflect reflect that
11:49
gonna reflect reflect that there um that’s how that would
11:51
there um that’s how that would work. I’m gonna actually see if
11:54
work. I’m gonna actually see if I can change the document here.
11:55
I can change the document here. so this all links together for.
11:58
so this all links together for. US
12:07
And let’s go with this one. see
12:10
And let’s go with this one. see if this works.
12:15
So things not to do live on
12:17
So things not to do live on Facebook uh should double check
12:19
Facebook uh should double check before you go live but um these
12:21
before you go live but um these these things will happen in
12:22
these things will happen in your as well and we aren’t
12:23
your as well and we aren’t perfect as well. so um here we
12:25
perfect as well. so um here we go so this is what it would
12:26
go so this is what it would look like if we had the right
12:27
look like if we had the right document connected and that
12:29
document connected and that email have a clickable link
12:30
email have a clickable link They could check the check box
12:31
They could check the check box here and we have a minimum
12:33
here and we have a minimum price for the fall cleanup so
12:35
price for the fall cleanup so once that’s accepted, we wanna
12:37
once that’s accepted, we wanna go back to the client.
12:43
And add a package job.
12:50
And what we’re gonna do is
12:53
And what we’re gonna do is select the package of fall
12:55
select the package of fall cleaner three visits and we
12:58
cleaner three visits and we have this loaded in here now if
12:59
have this loaded in here now if we had accepted that estimate
13:00
we had accepted that estimate and scheduled off, we would
13:01
and scheduled off, we would have all three ranges um but if
13:03
have all three ranges um but if we’re at that 350 rate per
13:05
we’re at that 350 rate per visit on the high side, I’d
13:06
visit on the high side, I’d recommend scheduling on the
13:08
recommend scheduling on the high and then double check your
13:11
high and then double check your hourly times on the closeout
13:14
hourly times on the closeout day and adjust as needed. Um,
13:16
day and adjust as needed. Um, but we’ve got our 350 here and
13:19
but we’ve got our 350 here and I believe that was let’s take a
13:19
I believe that was let’s take a look at that.
13:23
Uh two-fifty three-fifty so
13:25
Uh two-fifty three-fifty so we’ve got our $350 that was the
13:28
we’ve got our $350 that was the max price and we’d have our
13:29
max price and we’d have our budgeted hours in there as well
13:32
budgeted hours in there as well so um probably if that’s about
13:35
so um probably if that’s about a nine-hour job, we would have
13:37
a nine-hour job, we would have our 9 hours budgeted in there
13:40
our 9 hours budgeted in there and we’d have our team
13:42
and we’d have our team associated so you’d go in and
13:43
associated so you’d go in and this is how you tackle that up
13:44
this is how you tackle that up so package renewal would
13:45
so package renewal would probably be called to renew
13:47
probably be called to renew most of these do not auto
13:49
most of these do not auto renew. We assign it to clean up
13:51
renew. We assign it to clean up crude. One two or three uh if
13:54
crude. One two or three uh if there is conflict days if
13:56
there is conflict days if you’re still mowing or
13:57
you’re still mowing or fertilizing, we’d wanna select
13:59
fertilizing, we’d wanna select the conflict days there and
14:00
the conflict days there and there’s no package discounts.
14:01
there’s no package discounts. So once you put that in there
14:02
So once you put that in there the first round of between
14:04
the first round of between eleven 111 next one between
14:06
eleven 111 next one between eleven 1121 and then 1121 and
14:09
eleven 1121 and then 1121 and twelve five. so we’ve hit save
14:11
twelve five. so we’ve hit save and and now that is gonna into
14:13
and and now that is gonna into your scheduling dispatch jobs
14:15
your scheduling dispatch jobs and your waiting list will
14:17
and your waiting list will populate with those jobs in
14:19
populate with those jobs in there. so you’re gonna go out
14:20
there. so you’re gonna go out and dive in. To your closeout
14:23
and dive in. To your closeout day screen here once it loads
14:25
day screen here once it loads and select the appropriate date
14:27
and select the appropriate date range. so you’d go into today’s
14:31
range. so you’d go into today’s date.
14:34
uh this week.
14:45
And we go to the waiting list.
14:52
And you can see some of the
14:53
And you can see some of the older ones here are all in red,
14:55
older ones here are all in red, but we would go in and there is
14:57
but we would go in and there is that first test job for cleanup
14:59
that first test job for cleanup number one so we can go in and
15:01
number one so we can go in and click that and actions
15:03
click that and actions dispatch, I take that to your
15:05
dispatch, I take that to your dispatch board and this would
15:06
dispatch board and this would be what it would look like if
15:08
be what it would look like if we were past the desired high
15:10
we were past the desired high low price range. So what I’m
15:11
low price range. So what I’m recommending is creating a
15:12
recommending is creating a master package and dispatch off
15:14
master package and dispatch off that package with projected
15:16
that package with projected start stop time to your fall
15:17
start stop time to your fall cleanups so that is the process
15:20
cleanups so that is the process and if you wanna use a high low
15:21
and if you wanna use a high low price range to protect you and
15:22
price range to protect you and your customer, that’s also the
15:24
your customer, that’s also the process there. So comments
15:25
process there. So comments questions drop below Callahan’s
15:26
questions drop below Callahan’s corner. Ask the question. We
15:28
corner. Ask the question. We answer live right here on

00:02
Welcome back to Callahan’s
00:04
Welcome back to Callahan’s corner, where you ask the
00:05
corner, where you ask the questions we answer them live
00:07
questions we answer them live right here on Facebook so got a
00:10
right here on Facebook so got a really uh important Callahan
00:11
really uh important Callahan corner today based on a
00:13
corner today based on a question that was submitted off
00:14
question that was submitted off the one of the Facebook user
00:16
the one of the Facebook user groups and um as a gentleman uh
00:18
groups and um as a gentleman uh permission to uh basically
00:20
permission to uh basically answer this question. question.
00:21
answer this question. question. Uh I’m it anonymous but um I
00:23
Uh I’m it anonymous but um I think this is a common thing
00:26
think this is a common thing that happens a lot with a lot
00:27
that happens a lot with a lot of service businesses using
00:30
of service businesses using multiple CR Ms um customer
00:32
multiple CR Ms um customer relationship management
00:32
relationship management software so uh this one is
00:34
software so uh this one is particularly around service
00:35
particularly around service Autopilot, but if you’re
00:36
Autopilot, but if you’re watching this could be
00:37
watching this could be happening in. Scheduling and
00:40
happening in. Scheduling and billing software so uh you know
00:41
billing software so uh you know hold on while I read this and
00:43
hold on while I read this and I’m gonna dive in and show you
00:44
I’m gonna dive in and show you on screen. Why um I feel so
00:47
on screen. Why um I feel so passionately about the answer.
00:48
passionately about the answer. I’m gonna give you says my
00:50
I’m gonna give you says my teams are using paper and not
00:53
teams are using paper and not the mobile app. uh we all often
00:55
the mobile app. uh we all often skip the dispatch board and the
00:58
skip the dispatch board and the invoices directly in as a
00:59
invoices directly in as a transaction. so the translate
01:01
transaction. so the translate this basically what this
01:02
this basically what this gentleman is companies are
01:03
gentleman is companies are doing is they are um using non
01:07
doing is they are um using non mobile so they’re printing out
01:08
mobile so they’re printing out the um job and I. If I’m
01:12
the um job and I. If I’m reading between the lines,
01:13
reading between the lines, there is an essential I’m gonna
01:14
there is an essential I’m gonna say critical thing that is
01:16
say critical thing that is being missed that could
01:17
being missed that could definitely lead to some issues
01:20
definitely lead to some issues for this business um and I
01:21
for this business um and I wanna get ahead of this and
01:21
wanna get ahead of this and hopefully help this team and
01:23
hopefully help this team and this gentleman uh understand
01:25
this gentleman uh understand why this extra step even if
01:26
why this extra step even if you’re not using the bubbles,
01:27
you’re not using the bubbles, it’s critical and this is
01:29
it’s critical and this is something that I did in my
01:30
something that I did in my company uh through paper before
01:32
company uh through paper before we adopted the moguls um on two
01:33
we adopted the moguls um on two different software platforms so
01:35
different software platforms so very applicable no matter your
01:37
very applicable no matter your software platform You want to
01:38
software platform You want to know why doesn’t the minimum
01:39
know why doesn’t the minimum service rate engage when using?
01:41
service rate engage when using? Method um he wants to basically
01:43
Method um he wants to basically go right and add a transaction
01:45
go right and add a transaction he wants to add the invoice and
01:47
he wants to add the invoice and doesn’t wanna go into the close
01:49
doesn’t wanna go into the close out day screen to finish the
01:50
out day screen to finish the job and close it up because
01:51
job and close it up because they’re using their mobile. so
01:53
they’re using their mobile. so what I’m gonna do is open up
01:53
what I’m gonna do is open up the screen here and break this
01:56
the screen here and break this down having to take some
01:56
down having to take some comments and questions along
01:57
comments and questions along the way as well. um but this is
02:00
the way as well. um but this is a good one. This is definitely
02:02
a good one. This is definitely uh definitely a good one and
02:04
uh definitely a good one and I’m happy to break this down.
02:06
I’m happy to break this down. Um now this is exactly a uh I’m
02:09
Um now this is exactly a uh I’m gonna say mistake or issue that
02:10
gonna say mistake or issue that we had in my company cuz we
02:11
we had in my company cuz we were really um. Built around
02:14
were really um. Built around tracking time and process and
02:15
tracking time and process and system based estimating so as
02:17
system based estimating so as you look at this test account
02:20
you look at this test account here, I’ve uh basically scroll
02:23
here, I’ve uh basically scroll to the right and showed you how
02:24
to the right and showed you how I’ve narrowed this down to Mo
02:25
I’ve narrowed this down to Mo crew number one and what we’ve
02:28
crew number one and what we’ve had here is with the
02:29
had here is with the gentleman’s referring to is
02:29
gentleman’s referring to is he’s printing it out. so I’m
02:32
he’s printing it out. so I’m assuming he’s going into the
02:33
assuming he’s going into the print icon here and printing
02:35
print icon here and printing out the actual paper copy now
02:38
out the actual paper copy now the paper copy for you to
02:39
the paper copy for you to imagine has a start and stop
02:41
imagine has a start and stop time for each job and you can
02:42
time for each job and you can write down who is is on the
02:43
write down who is is on the crew up If that’s the case what
02:44
crew up If that’s the case what you need to. Take that paper
02:47
you need to. Take that paper copy each and every day and at
02:49
copy each and every day and at the end of that day or the
02:51
the end of that day or the beginning of the next day if
02:52
beginning of the next day if you’re not using the Mos I am
02:55
you’re not using the Mos I am going to strongly strongly
02:57
going to strongly strongly suggest that we go in and click
03:00
suggest that we go in and click in to the service here and type
03:04
in to the service here and type the start and stop time and in
03:07
the start and stop time and in the clock here uh depending who
03:10
the clock here uh depending who is on it we we have that time
03:11
is on it we we have that time for how many guys or girls on
03:14
for how many guys or girls on that crew that is going. Give
03:16
that crew that is going. Give you non emotional data so it’s
03:20
you non emotional data so it’s not enough just to go out and
03:22
not enough just to go out and produce the invoices for the
03:24
produce the invoices for the jobs that were created uh yes,
03:27
jobs that were created uh yes, we do need to get paid, but I
03:28
we do need to get paid, but I think with the value of any
03:30
think with the value of any software platform is is going
03:31
software platform is is going to be is you’re estimating your
03:34
to be is you’re estimating your scheduling and your billing now
03:36
scheduling and your billing now if you’re gonna take the time
03:37
if you’re gonna take the time to manually create the
03:39
to manually create the transaction spend the time to
03:41
transaction spend the time to track this data because this
03:42
track this data because this data is so valuable. So you’re
03:46
data is so valuable. So you’re gonna enter your start and stop
03:47
gonna enter your start and stop times update the crew uh people
03:49
times update the crew uh people by default your cruise settings
03:50
by default your cruise settings will be there um but if
03:51
will be there um but if somebody leaves early starts
03:53
somebody leaves early starts later, we can adjust it
03:55
later, we can adjust it underneath that and then we’ll
03:56
underneath that and then we’ll hit save now why we wanna do
03:58
hit save now why we wanna do this and why this is so
03:59
this and why this is so important is we’ve got budgeted
04:02
important is we’ve got budgeted hours now. so if your jobs
04:03
hours now. so if your jobs don’t have budget hours, we
04:04
don’t have budget hours, we really need budgeted hours and
04:07
really need budgeted hours and we have actual hours so you’d
04:09
we have actual hours so you’d look at this and say well if
04:11
look at this and say well if I’m budgeted for 21 of the guys
04:13
I’m budgeted for 21 of the guys and girls did it 5.41 hours
04:15
and girls did it 5.41 hours then. We kicked butt, but we
04:18
then. We kicked butt, but we really didn’t kick butt cuz
04:19
really didn’t kick butt cuz what cuz what you really go is
04:20
what cuz what you really go is to columns and you need to go
04:22
to columns and you need to go into variant and actual hours
04:25
into variant and actual hours cuz this is a two-man crew, so
04:27
cuz this is a two-man crew, so they actually had spent 10.32
04:30
they actually had spent 10.32 hours so obviously in this
04:33
hours so obviously in this fictitious uh account. We would
04:35
fictitious uh account. We would need to make sure this was
04:36
need to make sure this was updates. I’ve been playing with
04:37
updates. I’ve been playing with this, so there is no actual
04:39
this, so there is no actual hours uh because I’ve been
04:40
hours uh because I’ve been manipulating it for this uh
04:41
manipulating it for this uh Facebook live but the idea is
04:43
Facebook live but the idea is you got you’ve got your budget
04:45
you got you’ve got your budget versus actual hours so how long
04:47
versus actual hours so how long did it should have been taken
04:48
did it should have been taken and how long did it actually
04:49
and how long did it actually take and were you over or under
04:52
take and were you over or under budget that variant of time? So
04:55
budget that variant of time? So what I’m gonna suggest to this
04:56
what I’m gonna suggest to this gentleman everybody else
04:57
gentleman everybody else watching. Is you really wanna
04:59
watching. Is you really wanna use the closeout day screen. It
05:00
use the closeout day screen. It is the most important screen
05:01
is the most important screen and all of service Autopilot
05:03
and all of service Autopilot far as I’m concerned and we
05:03
far as I’m concerned and we wanna make sure this. Good
05:05
wanna make sure this. Good start at times it doesn’t make
05:07
start at times it doesn’t make sense. do they clock in clock
05:09
sense. do they clock in clock out or if you’re doing it in
05:10
out or if you’re doing it in paper? Did they write accurate
05:12
paper? Did they write accurate times? It makes sense. We wanna
05:13
times? It makes sense. We wanna put those in now you physically
05:15
put those in now you physically type it in or loads
05:16
type it in or loads automatically in the mobile so
05:17
automatically in the mobile so that maybe worth the extra $15
05:20
that maybe worth the extra $15 per MO just in time savings
05:22
per MO just in time savings alone. So that’s where I’m I
05:23
alone. So that’s where I’m I may challenge that a little bit
05:25
may challenge that a little bit depending on the size of the
05:26
depending on the size of the organization, but do the start
05:27
organization, but do the start and stop times make sense all
05:29
and stop times make sense all the way down. Do we have
05:30
the way down. Do we have budgeted hours for every job?
05:32
budgeted hours for every job? also very essential and then.
05:36
also very essential and then. Do we have actual um and if I
05:38
Do we have actual um and if I had saved this, it would
05:39
had saved this, it would automatically load in there. so
05:40
automatically load in there. so it’s something you’d probably
05:40
it’s something you’d probably never see but if you are
05:41
never see but if you are physically typing them in,
05:42
physically typing them in, that’s something you wanna keep
05:43
that’s something you wanna keep an eye on and do we have a rate
05:45
an eye on and do we have a rate so I went through and deleted
05:47
so I went through and deleted the rate of this first uh stop
05:49
the rate of this first uh stop here. $0 so you need to have
05:51
here. $0 so you need to have good start Stop times budgeted
05:52
good start Stop times budgeted time and a rate and then under
05:54
time and a rate and then under the columns here we wanna go in
05:56
the columns here we wanna go in and add actual job variants. We
05:59
and add actual job variants. We have very clear transparent um
06:00
have very clear transparent um things here now whether you’re
06:02
things here now whether you’re using a mobile or printed you
06:03
using a mobile or printed you wanna go into the. Tab and hit
06:06
wanna go into the. Tab and hit the same team so you buy
06:07
the same team so you buy default. you’re gonna set up
06:08
default. you’re gonna set up your teams, but if we have a no
06:10
your teams, but if we have a no call no show employer, there’s
06:13
call no show employer, there’s an issue This is going to
06:14
an issue This is going to update your payroll if you’re
06:15
update your payroll if you’re using it your job costing and
06:17
using it your job costing and your production rates and we
06:18
your production rates and we can literally drag and drop
06:19
can literally drag and drop those individuals off the crew
06:22
those individuals off the crew so on Mo crew one If Rick
06:24
so on Mo crew one If Rick wasn’t there today, we could
06:25
wasn’t there today, we could drag him off and drag drag
06:27
drag him off and drag drag somebody back so that’s how
06:29
somebody back so that’s how we’re setting up the dragon
06:30
we’re setting up the dragon drop and that is gonna be as
06:33
drop and that is gonna be as you scroll to the bottom. That
06:34
you scroll to the bottom. That is the update. Got budget hours
06:36
is the update. Got budget hours and assignments here for that
06:39
and assignments here for that particular day only. so that is
06:40
particular day only. so that is one way um that we highly
06:43
one way um that we highly recommend adjusting it on the
06:44
recommend adjusting it on the fly, especially if you before
06:45
fly, especially if you before you print out those manuals.
06:47
you print out those manuals. It’s gonna get you the right
06:47
It’s gonna get you the right people printed out on those
06:48
people printed out on those jobs each and every day we
06:49
jobs each and every day we track who’s efficient who’s not
06:51
track who’s efficient who’s not so the next thing you wanna do
06:51
so the next thing you wanna do is once we’ve got this set up
06:54
is once we’ve got this set up uh insert auto pilot if you’re
06:56
uh insert auto pilot if you’re building daily weekly or
06:57
building daily weekly or monthly those invoices are
06:58
monthly those invoices are gonna automatically generate.
06:59
gonna automatically generate. So then you don’t have the
07:00
So then you don’t have the manual process of going through
07:02
manual process of going through each and every customer and
07:03
each and every customer and creating those invoices. So if
07:05
creating those invoices. So if you’re gonna spend the time to
07:06
you’re gonna spend the time to do it manually anything create
07:09
do it manually anything create the start and stop times each
07:10
the start and stop times each client get all they did and let
07:12
client get all they did and let the system automatically
07:13
the system automatically generate those invoices with a
07:14
generate those invoices with a proper time. Now, we’ve got all
07:17
proper time. Now, we’ve got all the right information in for
07:17
the right information in for our production and job costing
07:20
our production and job costing um reports so as I pop out the
07:23
um reports so as I pop out the screen here again this is kinda
07:25
screen here again this is kinda what we’re diving into so what
07:26
what we’re diving into so what you can do then is pull the
07:27
you can do then is pull the information off that close out
07:28
information off that close out day screen type in a start and
07:30
day screen type in a start and stop time total hours lunch and
07:33
stop time total hours lunch and how many crew members are on
07:34
how many crew members are on that crew. What it’s gonna do
07:35
that crew. What it’s gonna do is get you your gross hours
07:37
is get you your gross hours subtract the lunch if there was
07:38
subtract the lunch if there was some and and get your workouts.
07:39
some and and get your workouts. that’s that payroll Li. Number
07:42
that’s that payroll Li. Number verse um so that’s your work
07:44
verse um so that’s your work hours is your actual hours and
07:46
hours is your actual hours and then the budgeted hours is what
07:47
then the budgeted hours is what you budgeted from all the
07:48
you budgeted from all the budget of time and the sheets
07:49
budget of time and the sheets gonna say, are we over on our
07:50
gonna say, are we over on our budget and that’s gonna give
07:52
budget and that’s gonna give you a percentage of 100% at
07:54
you a percentage of 100% at budget over under budget and
07:57
budget over under budget and then we can go out and take
07:58
then we can go out and take these numbers and give them to
08:00
these numbers and give them to our crew with a quality
08:02
our crew with a quality constraints. We have public
08:03
constraints. We have public accountability and you as the
08:04
accountability and you as the business owner now know, are we
08:06
business owner now know, are we on pace to make money? and
08:07
on pace to make money? and where is the efficiencies on
08:09
where is the efficiencies on each crew and the service so?
08:11
each crew and the service so? If we go directly to to create
08:13
If we go directly to to create transaction, we’re gonna lose
08:15
transaction, we’re gonna lose all of that. so we really need
08:16
all of that. so we really need to go in and make sure we got
08:17
to go in and make sure we got certain times on that close out
08:19
certain times on that close out day screen and don’t worry
08:20
day screen and don’t worry about making the invoices even
08:22
about making the invoices even if you wanna make them daily
08:23
if you wanna make them daily set that on your default to
08:24
set that on your default to service auto pilot
08:25
service auto pilot automatically generate one
08:27
automatically generate one several thousand invoice. So
08:27
several thousand invoice. So that’s a huge time saver um and
08:31
that’s a huge time saver um and then we could take those public
08:32
then we could take those public accountability scores and
08:34
accountability scores and create a sheet here. So this
08:35
create a sheet here. So this was something we had at
08:36
was something we had at Callahan’s where we’ve got our
08:38
Callahan’s where we’ve got our percentage budget a quality
08:39
percentage budget a quality score for each. And then it
08:41
score for each. And then it averages weekly results so we
08:42
averages weekly results so we can go in off the original
08:46
can go in off the original sheet here and take the
08:47
sheet here and take the percentage of budget and
08:49
percentage of budget and transfer each day with the
08:50
transfer each day with the quality score for each crew So
08:51
quality score for each crew So everybody in the company knows
08:52
everybody in the company knows where everybody’s at and use
08:53
where everybody’s at and use the business owner have a very
08:54
the business owner have a very high level of 40000 square foot
08:56
high level of 40000 square foot view of where you’re at budget
08:58
view of where you’re at budget versus actual profitability.
09:00
versus actual profitability. Now, the main thing is now that
09:03
Now, the main thing is now that we’ve done that we can go out
09:05
we’ve done that we can go out and based on the start stop
09:07
and based on the start stop times in this sheet we can go
09:08
times in this sheet we can go in and say. This $54 cut here
09:12
in and say. This $54 cut here these two times 54 and sixty
09:14
these two times 54 and sixty and there’s it goes 5428 6031
09:18
and there’s it goes 5428 6031 on average, we generated $57.30
09:22
on average, we generated $57.30 per man hour revenue Those two
09:24
per man hour revenue Those two numbers are driven from the
09:26
numbers are driven from the start and stop times on the
09:27
start and stop times on the closeout day screen so instead
09:29
closeout day screen so instead of physically spending the time
09:30
of physically spending the time to create an invoice, we wanna
09:31
to create an invoice, we wanna take the time to enter the
09:32
take the time to enter the start and stop time. So now I
09:33
start and stop time. So now I can go back and see all thirty
09:35
can go back and see all thirty lawn mowing how much revenue
09:36
lawn mowing how much revenue did I generate per me an hour
09:38
did I generate per me an hour and I can go in and export this
09:41
and I can go in and export this out or to an automated report
09:43
out or to an automated report that I’ll show you here um and
09:44
that I’ll show you here um and plug in so I wanna make sixty
09:45
plug in so I wanna make sixty bucks per hour and if I’m only
09:47
bucks per hour and if I’m only making $57.30 on this
09:49
making $57.30 on this particular property, the sheet
09:51
particular property, the sheet says you need to raise your
09:52
says you need to raise your price, $2.56 to the T to get
09:56
price, $2.56 to the T to get your $60 an hour threshold.
09:58
your $60 an hour threshold. This is going into the end of
09:59
This is going into the end of the year here that non
10:00
the year here that non emotional way to raise your
10:02
emotional way to raise your prices and not raise the prices
10:05
prices and not raise the prices on the on the um customers
10:07
on the on the um customers they’re above your hourly goals
10:09
they’re above your hourly goals threshold so if they’re losers,
10:10
threshold so if they’re losers, we raise them up. They’re
10:11
we raise them up. They’re making good money. We leave
10:12
making good money. We leave them alone. We don’t want them
10:13
them alone. We don’t want them to shop our competition so Kate
10:17
to shop our competition so Kate V two K and accountability is
10:19
V two K and accountability is we’ve automated this report
10:20
we’ve automated this report service Autopilot, where all
10:21
service Autopilot, where all that data now automatically
10:23
that data now automatically transfers into essay. it checks
10:25
transfers into essay. it checks the clocks time in and out the
10:27
the clocks time in and out the budget of time and the job
10:29
budget of time and the job amount, and it tells you if
10:31
amount, and it tells you if you’re above or below 100% and
10:33
you’re above or below 100% and that’s the number you can put
10:34
that’s the number you can put on the wall and if it shows up
10:35
on the wall and if it shows up in red, you’ll see on the next
10:36
in red, you’ll see on the next screen somebody needs to go
10:37
screen somebody needs to go back into the close out day
10:38
back into the close out day screen and either check the
10:39
screen and either check the manual typing or the mobile. So
10:41
manual typing or the mobile. So it’s a automated KP daily and
10:44
it’s a automated KP daily and we review and the job costing
10:46
we review and the job costing report you see here in the red,
10:48
report you see here in the red, says. Hey, I got some bad. Did
10:50
says. Hey, I got some bad. Did you need to go back to that
10:50
you need to go back to that close that day screen and
10:52
close that day screen and update that? but if you use the
10:53
update that? but if you use the example here up top of these
10:55
example here up top of these three sample uh mowing same
10:58
three sample uh mowing same exact thing if our hourly goal
10:59
exact thing if our hourly goal was $55 per hour in order to
11:02
was $55 per hour in order to hit that threshold, they would
11:03
hit that threshold, they would need to raise the price $5.04
11:06
need to raise the price $5.04 per mowing so now kinda a
11:09
per mowing so now kinda a little outside the scope of the
11:10
little outside the scope of the question, but just to drive it
11:11
question, but just to drive it home. That’s the importance so
11:13
home. That’s the importance so we don’t wanna just create
11:14
we don’t wanna just create invoices for jobs inside
11:15
invoices for jobs inside service Autopilot or any other
11:15
service Autopilot or any other software. We wanna track the
11:18
software. We wanna track the top ten and even if you’re
11:20
top ten and even if you’re putting them out manually type
11:21
putting them out manually type them in manually, I’m gonna
11:22
them in manually, I’m gonna assess the mobile is gonna save
11:25
assess the mobile is gonna save you some time but for the
11:25
you some time but for the amount of time it takes to add
11:26
amount of time it takes to add the start Stop time Service job
11:29
the start Stop time Service job is gonna be about the same time
11:30
is gonna be about the same time It’s physically taking you to
11:31
It’s physically taking you to go in and add the transaction,
11:33
go in and add the transaction, but when you run it from the
11:34
but when you run it from the close out day screen, it will
11:35
close out day screen, it will automatically generate those
11:37
automatically generate those invoices for your weekly daily
11:38
invoices for your weekly daily or monthly based on your setup
11:40
or monthly based on your setup and you’re gonna get a hell of
11:42
and you’re gonna get a hell of a lot more information and the
11:44
a lot more information and the ability to create
11:44
ability to create accountability and daily we.
11:46
accountability and daily we. Reach crew and the ability to
11:48
Reach crew and the ability to raise the prices on just the
11:50
raise the prices on just the account to the penny that
11:51
account to the penny that you’re losing money on or not
11:52
you’re losing money on or not hitting your hourly goals. so
11:54
hitting your hourly goals. so comment your questions drop
11:56
comment your questions drop below Callahan corner. You ask
11:57
below Callahan corner. You ask the questions we have live
11:58
the questions we have live right here on Facebook, very
12:00
right here on Facebook, very passionate about this one as
12:01
passionate about this one as you can tell really need to not
12:04
you can tell really need to not skip the closeout day but spend
12:06
skip the closeout day but spend the time there and let service
12:08
the time there and let service autopilot automatically
12:10
autopilot automatically generate those invoices and now
12:11
generate those invoices and now we have the data to make non
12:13
we have the data to make non emotional pricing decisions and
12:14
emotional pricing decisions and accountability and tracking of
12:14
accountability and tracking of your. On each day and each week
12:17
your. On each day and each week and then down to the specific
12:19
and then down to the specific job at least twice a week or
12:21
job at least twice a week or twice a year, and I’m gonna
12:21
twice a year, and I’m gonna recommend doing your job.
12:23
recommend doing your job. wreath cost based on these
12:25
wreath cost based on these reports in July and end of
12:27
reports in July and end of November beginning December.
12:29
November beginning December. That’s what um the process I’m
12:32
That’s what um the process I’m gonna recommend for a
12:34
gonna recommend for a successful service business
12:35
successful service business lawn care home cleaning pest
12:37
lawn care home cleaning pest control or any other service.
12:39
control or any other service. So comments questions drop
12:41
So comments questions drop below happy to answer live on
12:42
below happy to answer live on the recorded version um Kean
12:45
the recorded version um Kean corner You ask a question. I
12:46
corner You ask a question. I answer live right here on
12:46
answer live right here on Facebook. We’ll see you again
12:48
Facebook. We’ll see you again tomorrow with a pre submitted

00:02
Welcome back to Callahan’s
00:03
Welcome back to Callahan’s corner, where you ask the
00:05
corner, where you ask the questions we answer them live
00:06
questions we answer them live right here on Facebook so just
00:07
right here on Facebook so just a few minutes ago on Facebook.
00:09
a few minutes ago on Facebook. I’m gonna grab my phone here um
00:11
I’m gonna grab my phone here um gentleman asked a question uh
00:14
gentleman asked a question uh particularly to service
00:15
particularly to service Autopilot, but this could be
00:16
Autopilot, but this could be applicable to any service
00:17
applicable to any service business, but we’re gonna
00:19
business, but we’re gonna actually go in and do a um a
00:23
actually go in and do a um a set of a service here so
00:24
set of a service here so scenario he has an hourly
00:25
scenario he has an hourly service with a $75 minimum up
00:28
service with a $75 minimum up to 1 hour and then um he
00:31
to 1 hour and then um he basically pay. It charges $30
00:34
basically pay. It charges $30 per half hour there after uh he
00:36
per half hour there after uh he can get the matrix sword for
00:38
can get the matrix sword for the estimates, but not not the
00:40
the estimates, but not not the it defaults to $75 minimum um
00:44
it defaults to $75 minimum um also do not have a custom field
00:46
also do not have a custom field with this service so the way
00:47
with this service so the way we’re gonna tackle this is I’m
00:48
we’re gonna tackle this is I’m gonna open up my screen and uh
00:50
gonna open up my screen and uh kinda demystify the system
00:53
kinda demystify the system here. So I’m gonna share my
00:55
here. So I’m gonna share my screen here and narrow this
00:56
screen here and narrow this down here and go in. I’m gonna
00:58
down here and go in. I’m gonna go in and add a service now.
01:02
go in and add a service now. I’m gonna put this in as our
01:04
I’m gonna put this in as our test hourly service. And when
01:10
test hourly service. And when we’re building out of service
01:11
we’re building out of service in service Autopilot, we need a
01:13
in service Autopilot, we need a coach. I’m just gonna copy
01:14
coach. I’m just gonna copy paste this for speed. We’re
01:16
paste this for speed. We’re gonna need an invoice
01:17
gonna need an invoice description We’re gonna need an
01:20
description We’re gonna need an account. And I’ll just put this
01:22
account. And I’ll just put this as maintenance service and if
01:23
as maintenance service and if you’re using QuickBooks, you
01:24
you’re using QuickBooks, you utilize classes, you are gonna
01:25
utilize classes, you are gonna be required to put a class in
01:27
be required to put a class in here now The service mode is
01:30
here now The service mode is probably where this gentleman
01:32
probably where this gentleman got hung up or uh the default
01:35
got hung up or uh the default rate and budget at hours. so
01:36
rate and budget at hours. so we’re gonna go in instead of
01:37
we’re gonna go in instead of flat rate or per unit. we’re
01:39
flat rate or per unit. we’re actually going hourly at this
01:41
actually going hourly at this point, you’ll see when I click
01:43
point, you’ll see when I click back to per unit where we
01:45
back to per unit where we traditionally do that has
01:47
traditionally do that has changed up here in the upper
01:48
changed up here in the upper right hand corner. So you’ll
01:48
right hand corner. So you’ll see a lot of times the service
01:49
see a lot of times the service autopilot that when you do this
01:51
autopilot that when you do this the as you clicker hit
01:53
the as you clicker hit something it expands into
01:55
something it expands into significantly more options. So
01:57
significantly more options. So in this gentleman’s uh example
02:00
in this gentleman’s uh example here um I don’t have it open on
02:02
here um I don’t have it open on my phone, but we’ll uh let me
02:04
my phone, but we’ll uh let me just grab this here so his
02:05
just grab this here so his minimum is seventy-five. $75
02:08
minimum is seventy-five. $75 and his default rate there
02:10
and his default rate there after is $60 per hour cuz he’s
02:12
after is $60 per hour cuz he’s he was charging $30 per half
02:14
he was charging $30 per half hour there after so, my default
02:17
hour there after so, my default rate is gonna be sixty. $60 per
02:21
rate is gonna be sixty. $60 per an hour The minimum amount is
02:23
an hour The minimum amount is going to be seventy-five and a
02:25
going to be seventy-five and a minimum amount. Method Now you
02:27
minimum amount. Method Now you notice this is new so um we so
02:31
notice this is new so um we so this is what shows up on the
02:32
this is what shows up on the invoices if the minimum amount
02:34
invoices if the minimum amount uh basically threshold hasn’t
02:36
uh basically threshold hasn’t gone over so uh we charge a
02:41
gone over so uh we charge a minimum of 1 hour reflected in.
02:51
Charge Of and I believe his
02:57
Charge Of and I believe his minimum was seventy. $75.
03:02
Out full transparency, I’m not
03:03
Out full transparency, I’m not sure if there’s a character
03:05
sure if there’s a character limit, so we go to save we will
03:06
limit, so we go to save we will know uh we also need to go and
03:08
know uh we also need to go and put an estimate description and
03:10
put an estimate description and in the rate matrix you’ll
03:11
in the rate matrix you’ll notice that it’s changed a
03:13
notice that it’s changed a little bit here so we have from
03:14
little bit here so we have from two rate budget hours and cost
03:16
two rate budget hours and cost so we would go in and do our
03:18
so we would go in and do our quantity rate times visits and
03:22
quantity rate times visits and in this example, um haven’t
03:25
in this example, um haven’t really built this out ahead of
03:25
really built this out ahead of time, so you’d wanna use
03:26
time, so you’d wanna use something like the simple
03:27
something like the simple growth blueprint um but let’s
03:29
growth blueprint um but let’s say it’s lawn mowing man This
03:30
say it’s lawn mowing man This could be fall clean up man How
03:32
could be fall clean up man How many minutes we think it’s
03:33
many minutes we think it’s gonna take but we could say
03:35
gonna take but we could say between one. And 60 minutes is
03:41
between one. And 60 minutes is the rate of 7500 of hours is
03:45
the rate of 7500 of hours is one and then a cost break even
03:47
one and then a cost break even would be in there So right
03:49
would be in there So right here. it says the system will
03:50
here. it says the system will look up the value store in
03:50
look up the value store in specific custom field and auto
03:53
specific custom field and auto populate um when quoting so if
03:57
populate um when quoting so if there is the calculation field
03:58
there is the calculation field will default to the um if no
04:02
will default to the um if no custom field is specify the
04:03
custom field is specify the field on the default, the
04:05
field on the default, the amount specified uh the custom
04:06
amount specified uh the custom field. Clients so that is um
04:09
field. Clients so that is um little tricky verbiage, but we
04:11
little tricky verbiage, but we definitely would wanna set this
04:12
definitely would wanna set this up to the estimate portion.
04:13
up to the estimate portion. then we could say from 61
04:17
then we could say from 61 minutes to 120 is the
04:22
minutes to 120 is the seventy-five plus thirty or
04:23
seventy-five plus thirty or sixty in there, so you’re gonna
04:26
sixty in there, so you’re gonna have 100. 165 minutes and that
04:29
have 100. 165 minutes and that would be 2 hours and so on you
04:32
would be 2 hours and so on you can work that down. so we’re
04:33
can work that down. so we’re gonna do is just uh basically
04:36
gonna do is just uh basically highlight that gotta set your
04:37
highlight that gotta set your default rate. You need your
04:38
default rate. You need your minimum amount and it needs to
04:39
minimum amount and it needs to be set to hourly when you do
04:41
be set to hourly when you do that it sets up the minimum
04:42
that it sets up the minimum amount message. Okay. So once
04:45
amount message. Okay. So once we have that in in we’re gonna
04:47
we have that in in we’re gonna hit and we’re gonna go into our
04:49
hit and we’re gonna go into our test client and actually set
04:51
test client and actually set this job up so we can actually
04:53
this job up so we can actually see what it looks like and
04:55
see what it looks like and actually make sure this works
04:56
actually make sure this works the way it should so now that
04:57
the way it should so now that we have that we’re gonna go in
05:00
we have that we’re gonna go in and hit add an estimate.
05:07
Once it loads here and we’re
05:08
Once it loads here and we’re gonna set up our hourly job and
05:10
gonna set up our hourly job and then go to the close out day.
05:11
then go to the close out day. It’s uh scrolled out and then
05:13
It’s uh scrolled out and then uh potentially we have some
05:14
uh potentially we have some time to check the accounting
05:15
time to check the accounting screen to see that it actually
05:18
screen to see that it actually worked the way it should. So
05:20
worked the way it should. So I’m gonna go in and add an
05:22
I’m gonna go in and add an item.
05:26
I mean it was our hourly.
05:32
That’s hourly service. I’m
05:34
That’s hourly service. I’m gonna hit apply now, obviously
05:35
gonna hit apply now, obviously you’d wanna select the template
05:36
you’d wanna select the template that’s connected to your
05:37
that’s connected to your estimate. Email document grid,
05:38
estimate. Email document grid, but just for time sake here uh
05:40
but just for time sake here uh we’re gonna put that in but
05:41
we’re gonna put that in but we’re gonna go in and calculate
05:43
we’re gonna go in and calculate this uh matrix is out here and
05:47
this uh matrix is out here and it preloaded. It’s gonna draft
05:49
it preloaded. It’s gonna draft a quote and I’m gonna hit save.
05:53
a quote and I’m gonna hit save. I’m gonna hit schedule and I’m
05:54
I’m gonna hit schedule and I’m gonna convert this lead into a
05:56
gonna convert this lead into a client that’s pretty essential
05:57
client that’s pretty essential for database hygiene. make sure
05:59
for database hygiene. make sure you don’t have a lead um and a
06:00
you don’t have a lead um and a client is the. Person.
06:10
So, let’s take a look here and
06:11
So, let’s take a look here and see if we have this job lined
06:15
see if we have this job lined up.
06:20
And we’ll just add this
06:21
And we’ll just add this manually here. so we’re gonna
06:22
manually here. so we’re gonna add this job here as AA uh
06:25
add this job here as AA uh hourly job with a minimal of
06:27
hourly job with a minimal of the ad the job button uh
06:29
the ad the job button uh traditionally wanna estimate
06:29
traditionally wanna estimate run that right off the
06:30
run that right off the estimate, but for time sake,
06:31
estimate, but for time sake, I’m just gonna do a one-time
06:33
I’m just gonna do a one-time job. So you know the day. it’s
06:34
job. So you know the day. it’s actually happened. There’s
06:35
actually happened. There’s other types of jobs you can do
06:36
other types of jobs you can do as a uh reoccurring job. Maybe
06:38
as a uh reoccurring job. Maybe you have a spring cleaner that
06:40
you have a spring cleaner that goes out several trips with the
06:41
goes out several trips with the same methodology or waiting
06:42
same methodology or waiting list job. Maybe it has to be
06:44
list job. Maybe it has to be done this month but not today
06:45
done this month but not today uh so we’re gonna grab that
06:47
uh so we’re gonna grab that hourly service.
06:52
Assign it to let’s say clean up
06:56
Assign it to let’s say clean up crew number one and we’ve got
06:58
crew number one and we’ve got everything that we need here.
06:59
everything that we need here. so I’m gonna hit save and
07:00
so I’m gonna hit save and that’s on the day today. so I’m
07:01
that’s on the day today. so I’m gonna be able to go to the
07:03
gonna be able to go to the close out day hundred dispatch
07:05
close out day hundred dispatch jobs under today and pull this
07:07
jobs under today and pull this up and actually put in some
07:08
up and actually put in some data to make sure that this
07:09
data to make sure that this actually worked correctly. so
07:11
actually worked correctly. so we’re gonna go into eleven
07:13
we’re gonna go into eleven three hit refresh.
07:18
And we have our test hourly
07:20
And we have our test hourly service so I’m on the dispatch
07:22
service so I’m on the dispatch board. You can see the
07:23
board. You can see the difference. There’s no starter
07:25
difference. There’s no starter stop times here so I’m gonna go
07:29
stop times here so I’m gonna go in and click this here.
07:30
in and click this here. dispatch it. We’re gonna assume
07:32
dispatch it. We’re gonna assume the crews are out in the field
07:33
the crews are out in the field now doing this and clocking in
07:34
now doing this and clocking in out of the mobile but obviously
07:36
out of the mobile but obviously for time sake, we’re gonna go
07:37
for time sake, we’re gonna go to the close out day to
07:38
to the close out day to manually enter some time in so
07:40
manually enter some time in so you can see what happens so we
07:42
you can see what happens so we go into the clock icon. I am
07:47
go into the clock icon. I am and go in and grab myself if
07:52
and go in and grab myself if I’m in here and I’m gonna say I
07:55
I’m in here and I’m gonna say I clocked in and out of this job
07:58
clocked in and out of this job from 11 AM to one.
08:09
PM.
08:13
Obviously, this would probably
08:13
Obviously, this would probably be being done in the mobile.
08:15
be being done in the mobile. I’d recommend that so we’ll
08:17
I’d recommend that so we’ll click in here time bees on
08:19
click in here time bees on jobs. So when I made that entry
08:22
jobs. So when I made that entry here, I did not. Do that if you
08:26
here, I did not. Do that if you see it will show two different
08:28
see it will show two different clocks or clock out so 11 AM to
08:30
clocks or clock out so 11 AM to one.
08:34
Um, Alright, so we don’t have
08:37
Um, Alright, so we don’t have time bears on job, but we can
08:39
time bears on job, but we can see it and we were charging $75
08:44
see it and we were charging $75 um for a minimum but sixty
08:45
um for a minimum but sixty bucks an hour if it was over
08:46
bucks an hour if it was over that threshold, so you can see
08:48
that threshold, so you can see that time now is charged out to
08:51
that time now is charged out to 120 so when you’re going in for
08:54
120 so when you’re going in for um checking this at the end of
08:56
um checking this at the end of each day, you wanna make sure
08:56
each day, you wanna make sure you gotta start and stop time
08:57
you gotta start and stop time that makes sense a budgeted
08:59
that makes sense a budgeted hours which you do not in here
09:00
hours which you do not in here cuz it was a test example, but
09:01
cuz it was a test example, but you’d want it like we have it
09:04
you’d want it like we have it here and an amount. Let’s go in
09:07
here and an amount. Let’s go in there and play the game. Let’s
09:07
there and play the game. Let’s say this is under an hour. So
09:10
say this is under an hour. So let’s say it’s 11 AM to uh
09:14
let’s say it’s 11 AM to uh 11:20 AM to 20 minutes, but we
09:16
11:20 AM to 20 minutes, but we needed a default minimum there
09:18
needed a default minimum there so this should uh if uh if
09:19
so this should uh if uh if we’re it correctly default that
09:21
we’re it correctly default that out so once again we’ve
09:22
out so once again we’ve defaulted out to $75 as a
09:25
defaulted out to $75 as a minimum because it’s less than
09:26
minimum because it’s less than an hour. so that is how we’re
09:28
an hour. so that is how we’re gonna go out and create a
09:30
gonna go out and create a minimum on an hourly service so
09:33
minimum on an hourly service so comment to questions drop below
09:34
comment to questions drop below in the live recorded version.
09:35
in the live recorded version. I’ll keep an eye on this video
09:36
I’ll keep an eye on this video for the next 24 to 48 hours.
09:38
for the next 24 to 48 hours. Callahan corner us. Questions
09:40
Callahan corner us. Questions we answer them live right here
09:41
we answer them live right here on Facebook looking forward if
09:43
on Facebook looking forward if you’re watching this before uh
09:45
you’re watching this before uh next week in November essay
09:47
next week in November essay thrive uh essays regional event
09:49
thrive uh essays regional event uh gonna be going live talking
09:51
uh gonna be going live talking about conversational marketing
09:52
about conversational marketing and all the things you need to
09:53
and all the things you need to be doing in your business to uh
09:55
be doing in your business to uh be ahead of the next shift in
09:57
be ahead of the next shift in buying habits. it’s being
09:58
buying habits. it’s being accelerated by coveted um in
10:00
accelerated by coveted um in addition, I wanna give a big
10:01
addition, I wanna give a big shout out to service Autopilot
10:02
shout out to service Autopilot Academy where I spent about
10:05
Academy where I spent about five and a half hours live with
10:07
five and a half hours live with John uh co-owner of service
10:09
John uh co-owner of service Autopilot and of the lawn care
10:11
Autopilot and of the lawn care Millionaire uh helping service.
10:14
Millionaire uh helping service. Autopilot Academy members learn
10:15
Autopilot Academy members learn how to do this in their
10:16
how to do this in their business and I believe there is
10:17
business and I believe there is a service Autopilot um Academy
10:22
a service Autopilot um Academy exploratory um uh call or
10:23
exploratory um uh call or something to log in to during
10:25
something to log in to during the live essay Thrive event to
10:26
the live essay Thrive event to learn about academy with
10:28
learn about academy with Jonathan Live so uh look
10:29
Jonathan Live so uh look forward to seeing it as a
10:30
forward to seeing it as a tribe, Callahan corners you ask
10:32
tribe, Callahan corners you ask the questions we We have right
10:33
the questions we We have right here on Facebook. We’ll see you
10:34
here on Facebook. We’ll see you tomorrow with

00:00
welcome back to callahan’s corner where
00:02
you ask the questions we have some live
00:04
right here on facebook so i had a
00:06
question submitted in one of the
00:07
facebook groups today and i wanted to
00:09
grab this
00:10
uh on the way um out today
00:13
to touch base on when you should check
00:16
your budget versus actual time
00:19
and the question uh is very uh i guess
00:22
prominent in
00:22
a lot of the facebook groups of when you
00:24
should be checking that stuff
00:26
and in my company we would check that
00:28
daily uh the gentleman who posted the
00:30
question wanted to know
00:32
if he was accurate looking at it on a
00:35
yearly basis but
00:37
if you wait to a yearly basis it’s too
00:39
late so what i’m recommending is
00:41
every service whether it’s lawn mowing
00:43
home cleaning pest control
00:46
should have a budgeted time that
00:48
includes
00:49
non-billable mobilization in your
00:52
overhead recovery model
00:53
so you’re not going out to your crews
00:56
and saying well if you’re 80
00:57
or better it’s okay they’re going to
00:59
resonate better with
01:00
a budgeted timing hitting 100 over under
01:03
time
01:04
so what we want to do is track the
01:06
budget first axle for your mowing or
01:08
home cleaning on a daily basis so at the
01:10
end of the day
01:10
or the next morning before the crews get
01:13
out and we want to post that publicly
01:15
for accountability with a quality
01:17
control standard
01:18
now the second part of the question was
01:20
submitted was should i
01:21
raise my prices based on this absolutely
01:25
now uh any time you get new accounts you
01:28
may
01:28
over under bid those but we do want to
01:30
get a statistical mean or an
01:32
average so i recommend that we do a
01:35
job costing report in july and at the
01:38
end of the season end of november
01:40
december
01:41
and those are going to be over say 15 or
01:43
20 visits
01:45
on the particular service such as lawn
01:47
mowing where the question was based
01:48
and then if they’re not hitting our
01:50
hourly goal that financial threshold we
01:52
would raise the price
01:54
uh up to that threshold so if you’ve
01:56
seen any of the videos where we show you
01:57
the
01:58
job costing report through the kpi
02:00
package
02:01
that simple growth does we’re able to go
02:03
down and literally
02:04
raise the price in the example 2.56 per
02:08
visit to hit a hourly goal of say 60
02:11
per man hour so as you’re looking at to
02:14
answer the question to really get into
02:16
is you want to be able to track the
02:17
daily wins and losses on average across
02:19
all the jobs you’re doing in part out
02:23
publicly and then that’s going to show
02:25
you if you’re making money
02:26
on average across all the jobs for the
02:28
day or week and then twice a year we
02:30
want to go out and run a job
02:32
costing report on each specific customer
02:34
and we can raise the losers up and you
02:36
may wonder why
02:37
why would you select july or the
02:38
beginning of july usually right after
02:40
that fourth of july weekend with the
02:41
holiday
02:43
is that’s going to give you enough
02:44
average there
02:46
to base the numbers on and you’ve gotten
02:48
out of this the wet
02:49
slow part of the spring and in addition
02:52
uh if we’ve got a new account and we did
02:54
botch the estimate for some reason and
02:55
we’re losing money there’s no need to go
02:57
out for another 15 to 20 weeks
02:59
and continue to service that profit at a
03:01
net loss let’s raise that price up and
03:03
get it up to the profit area
03:05
or let’s politely disengage them through
03:07
a two-week period
03:08
um if we can’t get them to that
03:10
threshold and we’re going to be honest
03:11
about it we’re going to do in a
03:12
professional manner so
03:13
uh answer the question is then we want
03:15
to go in we check daily versus budgeted
03:17
times daily
03:18
and job costing twice a week so
03:20
hopefully to answer the questions
03:22
callahan’s corner you ask the questions
03:23
we answer them live
03:25
right here on facebook

00:01
Welcome back to corner where
00:03
Welcome back to corner where you ask the questions we
00:05
you ask the questions we answered live right here on
00:05
answered live right here on Facebook. So what are the
00:07
Facebook. So what are the question submitted last week
00:09
question submitted last week was Mike. What is your
00:11
was Mike. What is your prediction for the next shift
00:12
prediction for the next shift in buying a habit and where do
00:13
in buying a habit and where do you think things are going so
00:15
you think things are going so we’ve always been an early
00:17
we’ve always been an early adopter in my service
00:18
adopter in my service businesses to kind of adopt and
00:21
businesses to kind of adopt and see where um things were going
00:23
see where um things were going so very similar like Wayne
00:25
so very similar like Wayne Gretzky. He wanted to be where
00:26
Gretzky. He wanted to be where the puck was going to be not
00:27
the puck was going to be not where the puck was at right now
00:28
where the puck was at right now so in the early years about
00:30
so in the early years about seven or 8 years ago, maybe
00:31
seven or 8 years ago, maybe even 9 years ago, we adopted
00:33
even 9 years ago, we adopted automations in life cycle
00:33
automations in life cycle marketing. Four to 5 years ago,
00:36
marketing. Four to 5 years ago, we adopted conversational
00:38
we adopted conversational marketing and bots and
00:39
marketing and bots and automated pricing on our
00:41
automated pricing on our website and different
00:42
website and different platforms. So what my thought
00:43
platforms. So what my thought was. I’m starting to go out and
00:45
was. I’m starting to go out and take a look at an okay. What is
00:47
take a look at an okay. What is the next big shift in buying
00:49
the next big shift in buying habits? So when we go in and
00:51
habits? So when we go in and take a look at generation Z
00:54
take a look at generation Z that is definitely a new
00:57
that is definitely a new generational way of buying
00:59
generational way of buying things and if you look at
01:00
things and if you look at generation Z, they had never
01:02
generation Z, they had never been really affected um by 911.
01:04
been really affected um by 911. so that was a big thing.
01:06
so that was a big thing. Obviously the way things were
01:07
Obviously the way things were going on the way people bought
01:08
going on the way people bought all the. With that now they did
01:13
all the. With that now they did watch basically through some
01:15
watch basically through some economic hard time watching the
01:16
economic hard time watching the parents um you know saving
01:19
parents um you know saving money, grinding working um and
01:20
money, grinding working um and just kinda pounding it out and
01:22
just kinda pounding it out and now that you’ve got 2324 years
01:24
now that you’ve got 2324 years old, they’re starting to enter
01:25
old, they’re starting to enter the workforce in it’s starting
01:27
the workforce in it’s starting to start buying things and some
01:28
to start buying things and some of the interesting stats on
01:30
of the interesting stats on generation. Z was that they
01:33
generation. Z was that they will um basically they don’t
01:34
will um basically they don’t they don’t trust the new
01:35
they don’t trust the new sources so they are more
01:37
sources so they are more engaged on social media than
01:39
engaged on social media than any other generation. They grew
01:40
any other generation. They grew up in were born with social
01:42
up in were born with social media. They never knew a time
01:43
media. They never knew a time where social media didn’t
01:44
where social media didn’t exist. What they’re finding in
01:47
exist. What they’re finding in some of the stats is that uh
01:48
some of the stats is that uh this new generation will
01:50
this new generation will actually trust a social icon
01:52
actually trust a social icon like Kylie Jenner. Or figure
01:56
like Kylie Jenner. Or figure out on social media as the
01:59
out on social media as the expert in a go-to versus
02:00
expert in a go-to versus someone had been you know
02:01
someone had been you know literally studying that topic
02:02
literally studying that topic for 20 years had so there’s an
02:05
for 20 years had so there’s an interesting opportunity for
02:06
interesting opportunity for service business owners. A lot
02:07
service business owners. A lot of service business owners are
02:09
of service business owners are starting to adapt to this, but
02:10
starting to adapt to this, but as a service business owner in
02:12
as a service business owner in my opinion, if you need and
02:13
my opinion, if you need and want to get ahead of
02:15
want to get ahead of generation, zs are starting to
02:16
generation, zs are starting to go out and get jobs and work um
02:17
go out and get jobs and work um not only am I gonna talk about
02:20
not only am I gonna talk about how we can go out and sell
02:21
how we can go out and sell services to them and the way
02:23
services to them and the way they buy. but how do they
02:24
they buy. but how do they actually go out? And look for a
02:26
actually go out? And look for a job and that’s that’s a big
02:27
job and that’s that’s a big issue right now uh hiring so
02:29
issue right now uh hiring so the first thing I wanna talk
02:30
the first thing I wanna talk about is the actual sales
02:33
about is the actual sales process so there are going to
02:36
process so there are going to trust and know like a figure
02:37
trust and know like a figure head on social media. Instagram
02:39
head on social media. Instagram tick tock Facebook wherever
02:40
tick tock Facebook wherever that is that is breaking it
02:43
that is that is breaking it down and becoming um that topic
02:46
down and becoming um that topic expert a very similar
02:47
expert a very similar callahan’s corner here that
02:49
callahan’s corner here that generation Z business owner uh
02:50
generation Z business owner uh as they start to continue to
02:51
as they start to continue to grow their business would
02:53
grow their business would probably trust me more than
02:53
probably trust me more than going to a college class. And
02:56
going to a college class. And learning about entrepreneurship
02:58
learning about entrepreneurship uh cuz we built that, but along
03:00
uh cuz we built that, but along with that is you can’t um act
03:04
with that is you can’t um act like everything is all roses
03:05
like everything is all roses and a lot of times in my
03:06
and a lot of times in my videos. I do talk about you
03:07
videos. I do talk about you know some of the things we’re
03:08
know some of the things we’re lucky enough to get right but
03:09
lucky enough to get right but other things we feel that this
03:10
other things we feel that this is how we fix them so as you’re
03:12
is how we fix them so as you’re building content for this next
03:14
building content for this next generation, we want to be able
03:16
generation, we want to be able to talk about how it really is
03:18
to talk about how it really is and it’s not a commercial. It’s
03:20
and it’s not a commercial. It’s real life. This is how you do
03:21
real life. This is how you do it yourself and if you need
03:22
it yourself and if you need some help we’re here for you
03:24
some help we’re here for you now the other interesting fact
03:25
now the other interesting fact about this generation is that
03:28
about this generation is that most generations previously
03:29
most generations previously while all generations
03:30
while all generations previously. The influences come
03:33
previously. The influences come from the previous generation,
03:35
from the previous generation, what this has actually been
03:37
what this has actually been able to do is flip the switch
03:40
able to do is flip the switch they actually will influence
03:41
they actually will influence the generations above them so
03:44
the generations above them so by tapping into this market
03:46
by tapping into this market right now, they may not be
03:48
right now, they may not be ready to buy your services but
03:49
ready to buy your services but the way that um and the
03:51
the way that um and the information the way they’re
03:53
information the way they’re adjusting it through social is
03:54
adjusting it through social is actually starting to trickle up
03:56
actually starting to trickle up to influence the older
03:58
to influence the older generations that are having
04:00
generations that are having that so and there’re adopting.
04:03
that so and there’re adopting. So it’s very interesting that
04:04
So it’s very interesting that they maybe engaging on tick
04:06
they maybe engaging on tick tock or Facebook or Instagram,
04:08
tock or Facebook or Instagram, but they know maybe their
04:09
but they know maybe their parents or grandparents are not
04:10
parents or grandparents are not engaging in those markets. so
04:12
engaging in those markets. so what they’re actually doing is
04:13
what they’re actually doing is taking that um ul that content
04:16
taking that um ul that content and sharing it via text or
04:19
and sharing it via text or sharing it via email. So we’re
04:21
sharing it via email. So we’re seeing a lot of content now
04:23
seeing a lot of content now from that generation being
04:24
from that generation being repurposed on other mediums. so
04:26
repurposed on other mediums. so it’s not only enough as a sales
04:27
it’s not only enough as a sales and marketing person doing
04:28
and marketing person doing social right now to look at a
04:30
social right now to look at a return on investment engagement
04:32
return on investment engagement on the platform you’re at um,
04:33
on the platform you’re at um, but it’s very hard. Track but
04:35
but it’s very hard. Track but you do wanna keep in mind that
04:36
you do wanna keep in mind that some of the stuff that we’re
04:38
some of the stuff that we’re creating here is being shared
04:39
creating here is being shared on different mediums that can’t
04:40
on different mediums that can’t necessarily be tracked. so Gen
04:41
necessarily be tracked. so Gen Z is gonna is gonna be actually
04:43
Z is gonna is gonna be actually going and influencing the
04:45
going and influencing the generations before them buying
04:47
generations before them buying habits and decisions so the
04:49
habits and decisions so the last part I wanna look at this
04:51
last part I wanna look at this um which is huge and it always
04:53
um which is huge and it always has been huge. but now it’s
04:54
has been huge. but now it’s really interesting. I found the
04:57
really interesting. I found the stat I actually kinda uh gen Z
05:00
stat I actually kinda uh gen Z is likely to go out and search
05:02
is likely to go out and search for five times more reviews
05:05
for five times more reviews than any generation before. So
05:08
than any generation before. So they trust the platform on
05:09
they trust the platform on social media because they’ve
05:11
social media because they’ve never known any different so
05:12
never known any different so they’re gonna go out and check
05:13
they’re gonna go out and check your Facebook review your
05:14
your Facebook review your Google reviews and they’re
05:15
Google reviews and they’re gonna ask their friends so it’s
05:17
gonna ask their friends so it’s more important than ever to go
05:19
more important than ever to go out and get those reviews cuz
05:20
out and get those reviews cuz this next generation is relying
05:21
this next generation is relying heavily on it. now what I want
05:23
heavily on it. now what I want I go with that is not only are
05:25
I go with that is not only are they more likely to check out
05:26
they more likely to check out four or five times more reviews
05:30
four or five times more reviews than the previous so they may
05:32
than the previous so they may be looking at 3040 reviews and
05:34
be looking at 3040 reviews and not only the good ones, but the
05:36
not only the good ones, but the bad ones cuz they see through
05:36
bad ones cuz they see through that they. Been through this
05:39
that they. Been through this but they also are looking at um
05:42
but they also are looking at um like help wanted ads for your
05:43
like help wanted ads for your business so before they engage
05:45
business so before they engage with the messenger bot to go
05:46
with the messenger bot to go Sign up for an interview or
05:47
Sign up for an interview or fill out a form or an
05:49
fill out a form or an application online This
05:51
application online This generation is going in and
05:53
generation is going in and doing homework on your business
05:54
doing homework on your business and your culture and what the
05:55
and your culture and what the research shows right now is
05:57
research shows right now is that they’re not looking for
06:00
that they’re not looking for picture.
06:04
Must show up on time that is
06:07
Must show up on time that is not engaging this generation,
06:09
not engaging this generation, they’re aligning with um like
06:12
they’re aligning with um like community service and different
06:14
community service and different things like that, but as a
06:16
things like that, but as a business owner, you sometimes
06:18
business owner, you sometimes you have a bad um breakup with
06:20
you have a bad um breakup with an employee and maybe it’s not
06:22
an employee and maybe it’s not your fault. It’s not your
06:23
your fault. It’s not your fault, but these are things you
06:24
fault, but these are things you think I think basically and II
06:26
think I think basically and II know that you really need to
06:28
know that you really need to keep in mind because this new
06:30
keep in mind because this new generation now um is searching
06:33
generation now um is searching those outlets and those. And if
06:36
those outlets and those. And if you have a bad showing that
06:39
you have a bad showing that could lead to the ability for
06:40
could lead to the ability for the inability to actually get
06:42
the inability to actually get new, uh great rock star
06:44
new, uh great rock star employees so as you’re starting
06:45
employees so as you’re starting to break up with an employee
06:46
to break up with an employee that may not may not be a good
06:47
that may not may not be a good fit about the repercussion and
06:50
fit about the repercussion and the trickle well it maybe a
06:52
the trickle well it maybe a quick ripping off the bandage
06:53
quick ripping off the bandage to get rid of this employee.
06:55
to get rid of this employee. the negative having a bad
06:57
the negative having a bad breakup with that employee
06:58
breakup with that employee could affect you years to come
07:00
could affect you years to come so we wanna make sure that we
07:03
so we wanna make sure that we are doing right by these
07:04
are doing right by these employees when we let them go
07:05
employees when we let them go so they may not be the right
07:07
so they may not be the right cultural fit. they may not have
07:09
cultural fit. they may not have shown up on time, but we wanna
07:09
shown up on time, but we wanna make sure that. Not having a
07:11
make sure that. Not having a negative effect um honest down
07:14
negative effect um honest down the line so Gen Z is an
07:15
the line so Gen Z is an interesting one, but if you
07:16
interesting one, but if you haven’t picked up the game in
07:19
haven’t picked up the game in my opinion, it’s not too late
07:20
my opinion, it’s not too late because it’s only becoming more
07:21
because it’s only becoming more important pivotal in your
07:23
important pivotal in your business to sell services and
07:25
business to sell services and to grow in stack your employee
07:26
to grow in stack your employee bench comment to questions drop
07:28
bench comment to questions drop below Callahan’s corner. You
07:29
below Callahan’s corner. You ask the questions we answered

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

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