00:02
Welcome back to Callahan’s
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Welcome back to Callahan’s corner, where you ask the
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corner, where you ask the questions we answer them live
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questions we answer them live right here on Facebook so
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right here on Facebook so today’s installment of
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today’s installment of Callahan’s corner is actually
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Callahan’s corner is actually be talking about fall cleanups
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be talking about fall cleanups um this could be applied to
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um this could be applied to several other services so if
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several other services so if you don’t provide fall cleanups
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you don’t provide fall cleanups it maybe worth hanging in
00:17
it maybe worth hanging in there, but the idea of the
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there, but the idea of the question is how do we go out
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question is how do we go out and schedule multi trip fall
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and schedule multi trip fall cleanups or multi trip jobs, so
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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
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a bush and bed package in some parts of the United States or
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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
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three or maybe. Five um different visits out to trim
00:36
different visits out to trim the bushes now fall cleanup is
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the bushes now fall cleanup is a little bit trickier because
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a little bit trickier because uh it is going to be uh
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uh it is going to be uh condensed and uh time is of the
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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
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doing here is diving in and showing you how to set this up
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showing you how to set this up inside service Autopilot um to
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inside service Autopilot um to get the best result in your
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get the best result in your scheduling. So what we’re gonna
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scheduling. So what we’re gonna be doing here is I’m gonna flip
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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.
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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
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template built out um but what we’re gonna do is we wanna
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we’re gonna do is we wanna create three different services
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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
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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
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behind this um and it’s based on lot square footage so from
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on lot square footage so from one to 5000 square feet is $500
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one to 5000 square feet is $500 and then every thousand over
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and then every thousand over 5000 is an additional $100 now
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5000 is an additional $100 now uh this isn’t something you
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uh this isn’t something you wanna base your pricing on you
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wanna base your pricing on you wanna base on your production
01:34
wanna base on your production rates and um your equipment but
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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
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three separate services or maybe four if you have multiple
01:42
maybe four if you have multiple trips um in addition, inside
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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
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a leaf loader that runs separately behind these crews,
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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
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so we can go out and track um the disposal removal as well.
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the disposal removal as well. Um this is gonna keep basic
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Um this is gonna keep basic just the actual crew and
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just the actual crew and assuming that you have the
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assuming that you have the truck loader to load the leaves
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truck loader to load the leaves in the back of the unit um in
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in the back of the unit um in the scene. So what we’ve also
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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
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residential home based on a difficulty level of one two and
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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
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what we’ve done is broken out a minimum price for level one.
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minimum price for level one. And created a matrix around
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And created a matrix around that so the base price to show
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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
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thousand square feet for the minimum and on the maximum for
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minimum and on the maximum for level one we’ve gone in and
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level one we’ve gone in and created a secondary pricing
02:45
created a secondary pricing matrix uh for 350 is the high
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matrix uh for 350 is the high price so between 250 and 350 is
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price so between 250 and 350 is the range for up to 10000
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the range for up to 10000 square feet, and it’s
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square feet, and it’s additional $35 more on the high
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additional $35 more on the high level um per thousand square.
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level um per thousand square. Feet, so this will make more
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Feet, so this will make more sense in a minute, but the key
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sense in a minute, but the key thing is whether you’re doing
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thing is whether you’re doing exact pricing or high low
03:04
exact pricing or high low pricing You want to create
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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
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fall trip one two and three now we’re gonna go in then and
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we’re gonna go in then and create a master package. Now.
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create a master package. Now. this is where the scheduling
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this is where the scheduling goes in now we can also go in
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goes in now we can also go in and do a um three separate jobs
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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
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I’m gonna recommend a package because this is gonna help us
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because this is gonna help us keep. Of where everyone is at
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keep. Of where everyone is at and if we go past the desired
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and if we go past the desired and it start of each round,
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and it start of each round, then we know we’re in trouble.
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then we know we’re in trouble. so I’m gonna go in and just
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so I’m gonna go in and just label this.oh uh fall clean up.
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label this.oh uh fall clean up. Three visits and this is
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Three visits and this is exactly what we did um in my
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exactly what we did um in my business so in the northeast up
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business so in the northeast up here we would traditionally go
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here we would traditionally go out the first week of November
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out the first week of November would be the first round uh
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would be the first round uh about a week and a half to 2
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about a week and a half to 2 weeks later the second round
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weeks later the second round and then the end of November uh
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and then the end of November uh beginning December 10, the
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beginning December 10, the weather would be the third
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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
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two visits uh first week of November and then usually the
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November and then usually the third or fourth week of
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third or fourth week of November. so what we’re gonna
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November. so what we’re gonna do is just go in and pull up
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do is just go in and pull up our fall. Trip number one. All
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our fall. Trip number one. All clean up drip number two and
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clean up drip number two and fall clean up number three.
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fall clean up number three. I’ll put the zeros in front of
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I’ll put the zeros in front of it just to find it live on
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it just to find it live on Facebook here um but we’re
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Facebook here um but we’re gonna wanna put some start end
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gonna wanna put some start end dates in here. so let’s say the
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dates in here. so let’s say the first round just like we did at
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first round just like we did at Callahan is the first week of
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Callahan is the first week of November and it should be done
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November and it should be done uh no later than let’s say that
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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
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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
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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
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it could be uh build out or actually overlap to the
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actually overlap to the twenty-first and then that last
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twenty-first and then that last one would be say December 5th.
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one would be say December 5th. so there is no minimum days in
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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
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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
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naming the service here fall cleanup trick Number one.
05:27
cleanup trick Number one. Number two and number three, so
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Number two and number three, so now what we’ve done is really
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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
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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
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that’s okay. but what’s gonna happen now is on the waiting
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happen now is on the waiting list. We do this particular
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list. We do this particular package jobs, It will turn red,
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package jobs, It will turn red, so that’s gonna give our
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so that’s gonna give our dispatcher whoever is managing
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dispatcher whoever is managing this um a heads up that hey,
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this um a heads up that hey, we’re past the desired time.
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we’re past the desired time. And we’re gonna make the
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And we’re gonna make the renewal on this uh next year 21
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renewal on this uh next year 21 and we’re gonna make it
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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
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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
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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
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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
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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
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cleanups, then we’re going out and creating three services for
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and creating three services for visit one two and three for
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visit one two and three for scheduling purposes. Now, it’s
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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
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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
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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
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btwo bthree, we’re gonna go in the satellite and we’re gonna
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the satellite and we’re gonna zoom in and we’re gonna use our
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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
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property measurements and I’m gonna label this here a lot
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gonna label this here a lot square footage and that’s where
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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
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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
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footage. I’m sorry, we’re gonna assign that to a custom field
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assign that to a custom field and the one we did is zero uh
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and the one we did is zero uh lot square footage um so we’ll
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lot square footage um so we’ll find that here in a second
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find that here in a second hopefully um you would probably
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hopefully um you would probably never have this many custom
07:52
never have this many custom fields but in this test as we
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fields but in this test as we do this, Facebook lives, we
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do this, Facebook lives, we continue to pump them in so it.
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continue to pump them in so it. Time to clean this account up
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Time to clean this account up just a little
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just a little see if I can do a control here
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see if I can do a control here uh.
08:15
Alright, so we’re looking for
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Alright, so we’re looking for lots of square footage if
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lots of square footage if anybody sees it while they’re
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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
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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
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footage is a lot square foot is gotta be around here somewhere.
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gotta be around here somewhere. Uh but obviously you would
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Uh but obviously you would never have this money, but I
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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
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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
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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
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the lot square or the square footage for the cleanup versus
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footage for the cleanup versus square mowing or fertilizing
08:51
square mowing or fertilizing now we’re gonna scroll down and
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now we’re gonna scroll down and we’re gonna add an estimate now
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we’re gonna add an estimate now you can tell if using service
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you can tell if using service autopilot these three distinct
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autopilot these three distinct boxes across the vtwo screen
08:58
boxes across the vtwo screen are gonna signify. It’s a
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are gonna signify. It’s a client that will lead with a
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client that will lead with a long great bar. To go into
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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
