SimpleGrowth

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Chatbot WebChat Training

Video Transcript

00:00
okay simple growth chat another thing
00:02
that you can do with our simple growth
00:03
chat
00:04
is use your web chat for lead gen so
00:07
the way our chat looks when it’s on your
00:09
website it will pop
00:10
up and it’s going to give people two
00:13
important options the first option is if
00:14
they want to
00:15
go into messenger and continue um and
00:18
the value in that is that
00:20
for them is that you know who they are
00:22
already so they don’t give you that
00:23
information
00:24
like their name and their email like
00:26
automatically populates
00:28
the other thing is if they come into
00:29
messenger then we can
00:31
um start up some other new channel
00:34
marketing but a lot of people don’t want
00:36
to give you your information right on
00:38
messenger they want to kind of come as a
00:40
guest
00:40
and so i think this is such a valuable
00:42
feature of our um
00:44
chat is that people can come in as a
00:45
guest because there’s no hindrance
00:48
like and i think a lot of times what
00:49
we’re seeing with people is
00:51
they come into the chat they get an
00:52
estimate and then they’ll give their
00:54
email and their phone number so even if
00:55
they don’t take the quote right then
00:57
they’re in your marketing funnel that
00:59
you can follow up with them
01:00
so let’s see what it looks like let’s
01:02
try it as um
01:03
a messenger first and
01:07
so i’ll pop up and we’re gonna try the
01:10
demos
01:13
okay so it’s in the chat and we’re gonna
01:15
ask these key pieces of information
01:17
email phone number um address zip so we
01:20
can get their quote
01:21
so we’ll put in an address here
01:27
and then we’ll add our zip code again
01:29
now this is showing up in our messenger
01:31
too because this person have opt-in as a
01:32
messenger
01:36
and then we’ll get i might
01:39
like this is where the value for the
01:40
person is if they came in through
01:41
messenger your
01:42
em your um email is gonna
01:46
and your phone number so there’s our
01:48
phone number auto populating
01:52
in our email so think about in messenger
01:55
we know what kind of service they’re
01:56
looking for we have all the key pieces
01:58
of information to put them into our
01:59
system
02:00
but now we’re going to also provide them
02:01
with a quote automatically pulled
02:05
and we give them a quote and then we can
02:07
ask them if they want to sign up or if
02:08
they have questions
02:09
either way you’re going to get notified
02:11
now let’s look at it
02:12
if they came in as a okay so to get a
02:16
club as a guest i have to go to one of
02:17
our sites so you come in as a guest
02:20
and the information is going to pull up
02:22
the same way it’s going to ask you
02:24
um get a quote and
02:27
[Music]
02:30
then it’s going to ask let’s do some
02:32
personalization
02:33
we’re going to ask the same see it’s
02:34
asking the same things they’re just not
02:36
getting
02:37
they’re just not getting to their
02:38
facebook messenger but you’re capturing
02:41
all their information
02:42
in our um in our chat
02:45
also though so the information is not
02:47
lost it’s in your chat
02:49
so you can go back on monday if they
02:50
came in on the weekend and gave you your
02:51
information
02:52
pull it from your chat and then um send
02:55
them an email or zip
02:57
or an email or a phone call and so
03:01
as you can see basically i just want to
03:02
show you capture the same information
03:04
oops i put in the wrong zip so you’re
03:05
going to see an example like if it comes
03:07
and we don’t
03:08
pull it from our database um
03:11
over here we’re getting our email i’m
03:12
still in the email got ahead of myself
03:24
[Music]
03:28
and let’s see oh best friend
03:32
anyways as you can see we’re capturing
03:33
all this information and then it’s also
03:35
going into your
03:36
live chat so you can if they’re on your
03:38
website not in messenger you can still
03:40
you could hop in this conversation as
03:42
long as they’re on their website
03:44
on your website and give them
03:45
information so it’s a really powerful
03:47
tool
03:48
they come into your website you caption
03:50
with your chat you can give them
03:51
estimates you can get them questions
03:53
you can capture them in messenger or you
03:55
can capture them as a guest
03:56
which is there’s like barriers to
03:58
hindrance removed for them so it’s a
03:59
really powerful tool

Focus On The Right Things For Business Success & Growth

Video Transcript

00:00
mike calling here again with uh
00:01
callahan’s corner on the road i want to
00:03
talk about
00:04
things that you should be focusing on
00:06
for business
00:07
success uh one of the things i just saw
00:10
on a
00:11
facebook group industry somewhat
00:12
specific to lawn care and home cleaning
00:16
was how many people are able to leave
00:19
their business and go on vacation for a
00:21
few days or up to a week
00:23
and the responses really got me thinking
00:27
um and the resounding response was that
00:32
people were not comfortable leaving
00:34
their business
00:35
and their weekends were their vacation
00:37
if they were even taking the weekends
00:39
off because they’re working seven days a
00:40
week
00:41
um and i would be at fault to say that
00:44
in my business experience
00:45
last 25 years running a lawn care
00:47
company in upstate new york that i had
00:50
not
00:50
run into the same problems but where the
00:54
significant
00:54
change in my business and my life
00:57
happened
00:58
is when i started to focus on the right
01:00
things in business
01:01
and i have a feeling um after reading
01:04
that post that a lot of people in our
01:05
industry
01:07
whether it’s lawn care or home cleaning
01:08
are focusing on the wrong
01:10
things to be on facebook and
01:14
complaining about your lowball
01:15
competition or
01:17
government restrictions around covid we
01:20
should be focusing in my opinion on the
01:22
things that can
01:23
move the needle for 2021 with the most
01:27
impact in my opinion what the things
01:29
that we should be focusing on
01:31
is not bitching and complaining on
01:33
facebook about things we can’t control
01:36
but the things that we can control and
01:38
those are going out and creating a
01:40
budget
01:41
for 2021 and creating
01:45
a financial cadence of knowing how much
01:47
you need to charge per man hour
01:50
and what your cost per hour break even
01:52
is and that way we can go in and
01:53
work backwards and set these goals for
01:55
2021
01:57
and set quarterly goals so we know where
01:59
we’re going and we can track those
02:01
those are things that we can control we
02:03
can’t control what our
02:04
competition is charging um and i would
02:07
tell you 98
02:08
of your competitors don’t have a budget
02:10
and they don’t know what they’re doing
02:12
um but you can control and be different
02:14
and
02:15
set yourself up for success and once you
02:17
have that budget for 2021
02:19
the next thing i’m going to suggest is
02:21
you do is you create a marketing
02:22
plan and right along that budgeting
02:25
cadence we want to go in and set a
02:27
cash flow projection for each month
02:31
and that’s just not enough of how much
02:32
money are we going to spend for each
02:34
marketing source we want to dial in how
02:36
many
02:37
pieces of advertisement or how many
02:39
impressions we’re going out on like
02:40
facebook or google ads
02:43
and how many of those on average will
02:45
request an estimate and based on your
02:47
closing percentage based on that
02:49
ad source how many will close now
02:52
what we’ve done is kind of set ourselves
02:53
up for success we’ve said how many
02:55
people
02:56
are going to get a request an estimate
02:58
how many are going to convert into a
02:59
client
03:00
and what’s that cost per client so we’ve
03:02
set up a budget
03:03
for not only the business by our
03:05
marketing and growth and now
03:07
we got to look at the uh the unfortunate
03:09
thing of business we are going to have
03:11
cancellations now whether it is customer
03:14
dissatisfaction or somebody’s moving
03:17
or maybe someone is cutting back with
03:19
covid because maybe they lost their job
03:21
or lost some hours
03:23
those are other things we can’t control
03:25
but what we can control
03:27
to be back in power is projecting out
03:30
as a percentage or number of each client
03:33
how many are actually going to cancel
03:34
due to those reasons
03:36
and we need to back those numbers back
03:38
into that marketing uh
03:39
budget and plan to let’s say if we want
03:42
to net
03:43
50 new clients in february
03:47
um and we’re on average we’re going to
03:51
lose 10 clients we need to actually have
03:52
a total net gain
03:54
of 60 clients to offset the churn or
03:57
cancellation
03:58
and hit our regular growth so these are
04:01
the things that i’m looking at
04:03
right now as a business owner i’m
04:04
looking at the things i can control and
04:06
i’m having a mind shift
04:07
change um don’t focus on the negative
04:10
things right now in 2020 that you can’t
04:12
control but you can control your budget
04:15
and figure out what your hourly goal
04:16
needs to be per man hour what your break
04:18
even is you can set up a marketing plan
04:20
and figure out what your growth goals
04:22
are and how many clients you need to hit
04:24
that growth goal and how many additional
04:25
clients you need to
04:27
cover your cancellation or churn and i
04:29
would suggest adding a few percent on
04:31
top of your average
04:32
because you have covid and you have some
04:35
unpredictables right now
04:36
in your business and in the ecosystem so
04:38
we’ve got budget we’ve got
04:39
marketing and then the third thing that
04:41
i’m going to control in my business
04:43
is people people are is what is going to
04:46
make your business
04:47
successful this year next year and 10
04:49
years from now
04:50
and with that facebook post where people
04:52
said that they wouldn’t be able to leave
04:53
their business for vacation
04:55
or walk away in my business if you
04:57
hadn’t heard the story i had originally
04:59
built
05:00
my seven figure business around me and i
05:02
was the single point of failure because
05:04
nobody in college or none of the other
05:05
business owners around my area
05:07
told me that there was a different way
05:10
but when you start
05:11
focusing on the things that are going to
05:13
make massive
05:14
changes in your business it’s people and
05:16
systems
05:17
and that’s the third thing i’d suggest
05:19
focusing on because you can control that
05:21
so what you need to do is go out and
05:22
start building that virtual bench and
05:25
looking at the positions that we’re
05:26
going to need in q1 and q2
05:29
of 2021 because if we start looking when
05:32
2021 comes it’s going to be too late
05:34
especially those key management
05:35
positions
05:37
and those integral parts that you need
05:39
to be able to leave your business and go
05:40
on vacation
05:41
and still have four walls around your
05:43
business and roof
05:44
um and have it running properly so you
05:47
don’t want to be on your cell phone 24 7
05:49
if you are laying on the beaches of
05:51
cancun hanging out at martha woodward’s
05:53
qds conference in february
05:55
you want to be able to have that
05:56
business to be able to sustain itself
05:58
for seven to ten days at a minimum
06:00
um if you’re looking at mike michalowicz
06:02
clockwork he suggests being i believe
06:04
your business for
06:04
four weeks um and that’s something i’ve
06:06
had the pleasure to be able to do
06:08
now it’s a process but we want to focus
06:11
on
06:12
positive things that we can control
06:13
don’t get sucked in
06:15
to bitching on facebook or instagram or
06:17
private message boards about the things
06:19
in business right now you can’t
06:20
control because there’s a lot of things
06:22
right now you can’t control but the
06:24
things that you can control
06:25
are going to be your budget and
06:27
financial planning for next year
06:28
your marketing spend and projected new
06:31
sales
06:32
and net new clients you need to overcome
06:35
your projected
06:35
churn or cancellation and that’s gonna
06:37
go um up a little bit so let’s let’s
06:39
forecast that up so now we’ve got a
06:41
financial and marketing plan
06:43
and then the third piece is let’s work
06:45
on your people let’s work on your team
06:47
let’s work on your standard optimizing
06:49
procedures and set it up for success
06:53
and whether those are your three things
06:55
that you focus on
06:56
or they’re a little bit different i’m
06:57
gonna recommend you definitely need to
06:59
focus on the first two
07:00
the budget and the marketing plan for
07:03
growth
07:04
um even if you’re not looking to grow
07:05
you still need to get some net new
07:07
customers to cover the people that are
07:08
going to cancel
07:09
due to things you can’t control so let’s
07:10
not about them let’s go out and
07:12
proactively
07:13
market to replace those people because
07:14
we know they’re going to cancel with
07:16
some covert related issues
07:17
um the thing’s not going away anytime
07:19
soon and a lot of states are starting to
07:21
lock back down again
07:23
and if you’re in the cleaning industry
07:25
there may be some pivoting into
07:27
commercial cleaning or disinfecting
07:29
to offset the loss of maybe some of your
07:31
residential people that are tightening
07:32
up
07:33
in the near future so comments questions
07:35
drop below
07:36
callahan’s corner you ask questions we
07:38
answer live right here on facebook
07:40
focus on the positive things that you
07:41
can do in your business to change
07:44
2021 in the years beyond for positive
07:46
growth
07:47
don’t get wrapped up in the negativity
07:48
and the things that do not matter
07:51
in the long and or the long game we want
07:54
to focus on things that are going to
07:55
have a net result or direct result
07:57
to bottom line profits and growth and a
07:59
better lifestyle with your service
08:01
business so
08:01
we’ll see you again callahan’s corner
08:03
tomorrow submit your questions and i’m
08:05
happy to answer them live
08:07
callahan’s corner you ask questions we
08:08
answer them live or right here on
08:09
facebook
English (auto-generated)

Team Communication w/ SimpleGrowth Chat

Video Transcript

00:03
okay so when we’re in our simple growth
00:05
chat
00:06
so i’m in our simple growth chat and i
00:08
have the message from me
00:10
and there’s a couple things that you can
00:11
do to help your team
00:13
manage these conversations better so the
00:16
first thing you want to do
00:17
is assign the conversation to the right
00:18
person right
00:20
so we’re gonna if you’re in your simple
00:22
growth chat and you click on these three
00:23
buttons
00:25
you click on this button who you want to
00:28
assign it to so it could be unassigned
00:30
so that means we don’t know if it’s a
00:31
customer a client employee
00:33
but if you want to assign it then you’ll
00:35
click on the three buttons below
00:37
assigned to pops up and then you can
00:39
click who you want to sign that
00:41
conversation
00:41
to so then for example if you’re using
00:44
it for
00:45
customers like your customer service
00:47
team can
00:48
uh deal can engage with them if you want
00:51
to do it for your potential leads
00:53
your sales team can engage with them if
00:56
it’s
00:56
for your employees your hr team can
00:59
engage with them
01:00
so you can do all of those different um
01:03
chant you know all those different
01:04
people to collaborate with your team
01:07
the other thing you can do in your
01:08
simple growth chatbot is
01:10
do tags so for example let’s say i
01:13
wanted to add a tag
01:15
that was um let’s say
01:19
let’s say lawnmower client or something
01:21
like that you know because maybe you
01:22
want to know what kind of client they
01:24
were
01:24
on milk client and then we could create
01:27
a new tag and we could just add that tag
01:28
so you can use these tags
01:30
so let’s say a message came in and
01:32
someone on your team was like okay i
01:34
want to answer jennifer what do i know
01:35
about her so you could click on here
01:37
check out the tags okay she’s tagged
01:39
zalanmo client
01:41
and you know let’s say
01:44
let’s say she’s giving us a review and
01:46
she’s giving us a four star review great
01:47
good to know
01:48
and then i can hop in on the
01:49
conversation so
01:51
that really the great thing about the
01:53
simple growth chat is you can
01:55
collaborate with your team and you can
01:57
do it right from your phone
01:58
so you don’t have to be at your computer
01:59
so let’s say you’re
02:02
you know out on the field or you’re at a
02:05
meeting off site and you want to
02:06
collaborate with your team or you want
02:08
someone on your team
02:10
um like an employee to chat check in you
02:12
can go right into your manychat and you
02:14
can engage specifically with people for
02:16
example
02:18
say i want to engage with me i can pull
02:19
it right up and be like hey jennifer
02:22
well actually the nice thing is to like
02:24
if you look between sms
02:26
and facebook so let’s say as you’re like
02:28
people on your team
02:30
that you’re going to mostly engage um
02:32
with sms
02:33
to be like hey jennifer can you
02:38
check out whatever and then i’m going to
02:42
get a text
02:42
and i’ll probably get the thing to pop
02:45
up here right now
02:47
so the nice thing is not only are you
02:50
collaborating with your team
02:51
but you can also do it through facebook
02:54
sms all you know make it so it makes you

Callahan’s Corner: Building Value In Your Business

Video Transcript

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

Uber is Contacting Contractors — The 1st Sign of a MAJOR Disruption in the Service Industry!

Video Transcript

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)

SA Weekly Talk Show: Getting SA Set Up To Crush Your 2021 Goals

Video Transcript

SA Weekly Talk Show: Get Your Service Autopilot Set Up To Crush Your 2021 Goals

Video Transcript

Callahan’s Corner: How To Schedule Multiple Trip Fall Clean Ups

Video Transcript

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

Callahan’s Corner: Why Tracking Jobs Is Important

Video Transcript

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

Callahan’s Corner: Hourly Pricing w/ a Minimum on Estimates & Invoicing

Video Transcript

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

Callahan’s Corner: Budgeted VS. Actual Time

Video Transcript

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

Generation Z & The Next Buying Shift

Video Transcript

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