Callahan’s Corner: How To Create Job Costing Reports In Service Autopilot w/ Start & Stop Times
Video Transcript
00:03
Welcome back to Callahan’s
00:04
Welcome back to Callahan’s corner, where you ask
00:05
corner, where you ask questions, we answered live
00:07
questions, we answered live right here on Facebook. So what
00:08
right here on Facebook. So what are the questions that was
00:10
are the questions that was submitted today in the service?
00:12
submitted today in the service? Autopilot users group um I’m
00:13
Autopilot users group um I’m gonna read right off my phone
00:16
gonna read right off my phone here and uh take a look at it
00:17
here and uh take a look at it here so bear with me one second
00:22
here so bear with me one second and it is.
00:27
Um she is uh cathy’s looking I
00:30
Um she is uh cathy’s looking I wanna undertake an analysis of
00:31
wanna undertake an analysis of our stop times by service and I
00:34
our stop times by service and I can’t seem anywhere that
00:35
can’t seem anywhere that provides the ability to show
00:37
provides the ability to show the actual start and end dates
00:38
the actual start and end dates for of the jobs or actual
00:40
for of the jobs or actual duration for the service by
00:41
duration for the service by team. How can I access this
00:43
team. How can I access this data? Well great question uh
00:46
data? Well great question uh Kathy going back and forth. Um
00:47
Kathy going back and forth. Um I wanted to actually go out and
00:49
I wanted to actually go out and get a little more detail in
00:50
get a little more detail in that. so one of the other
00:51
that. so one of the other things that Cathy was looking
00:52
things that Cathy was looking at is um that she did not it
00:55
at is um that she did not it seemed like she did not wanna
00:56
seemed like she did not wanna take the data from inside
00:57
take the data from inside service Autopilot it exported
00:59
service Autopilot it exported into uh an excel sheet and do.
01:02
into uh an excel sheet and do. Data so uh as we’re looking at
01:03
Data so uh as we’re looking at service Autopilot um and one of
01:06
service Autopilot um and one of the recent updates and I would
01:07
the recent updates and I would say the last twelve to 18
01:08
say the last twelve to 18 months their new report center
01:10
months their new report center um has added on to the uh
01:12
um has added on to the uh original report center. So I’m
01:14
original report center. So I’m gonna dive in and show you the
01:15
gonna dive in and show you the original report Center, the New
01:17
original report Center, the New Report center and then dive
01:19
Report center and then dive into Cathy’s question. How do
01:20
into Cathy’s question. How do we go in and create a job
01:22
we go in and create a job costing analysis or job costing
01:25
costing analysis or job costing protein per service? uh for
01:27
protein per service? uh for probably the whole year with
01:28
probably the whole year with the start and stop time. So
01:29
the start and stop time. So before we do that, I’m gonna
01:29
before we do that, I’m gonna open up the screen here. As we
01:33
open up the screen here. As we always do with Callahan’s
01:34
always do with Callahan’s corner and um dive into this
01:36
corner and um dive into this here so bear with me and we are
01:38
here so bear with me and we are gonna share out the screen and
01:42
gonna share out the screen and if you have a comment or
01:43
if you have a comment or questions on the uh recorded
01:46
questions on the uh recorded version or um the live version
01:48
version or um the live version feel free to answer that if
01:49
feel free to answer that if Cathy, if you happen to be on
01:50
Cathy, if you happen to be on this uh live version. if you
01:52
this uh live version. if you wanna type any comments and I’m
01:53
wanna type any comments and I’m happy to answer them as we go
01:55
happy to answer them as we go so first thing I wanna take a
01:56
so first thing I wanna take a look at here is the
01:58
look at here is the foundational workflow. So the
01:59
foundational workflow. So the thing we’re looking at here is
02:01
thing we’re looking at here is called the closeout day screen.
02:03
called the closeout day screen. Um and this can be found on
02:04
Um and this can be found on your scheduling dispatch jobs
02:06
your scheduling dispatch jobs so basically in a workflow
02:09
so basically in a workflow model, uh the dispatcher gets
02:11
model, uh the dispatcher gets all the jobs ready to go. uh we
02:14
all the jobs ready to go. uh we order them and have a crew
02:16
order them and have a crew assigned. then we dispatch and
02:17
assigned. then we dispatch and the guys and girls are out in
02:19
the guys and girls are out in the field hopefully using the
02:20
the field hopefully using the mobile app either the team app
02:21
mobile app either the team app at the legacy app. I’m gonna
02:22
at the legacy app. I’m gonna personally recommend the legacy
02:23
personally recommend the legacy app uh to what we use in my
02:25
app uh to what we use in my company for quite a few years
02:27
company for quite a few years but more than quite a few um
02:29
but more than quite a few um and what we’re gonna do is have
02:31
and what we’re gonna do is have them clock in and out of the
02:33
them clock in and out of the start and and stop time for
02:34
start and and stop time for drive time. That’s gonna give
02:36
drive time. That’s gonna give them GPS directions to the job.
02:37
them GPS directions to the job. Then we’re gonna go. In and
02:40
Then we’re gonna go. In and clock in and out of each job
02:42
clock in and out of each job that is the first part, then
02:44
that is the first part, then when those jobs are done,
02:45
when those jobs are done, hopefully through the mobile,
02:47
hopefully through the mobile, if not um on a hard copy paper,
02:48
if not um on a hard copy paper, somebody in the office is gonna
02:51
somebody in the office is gonna be typing in the start and stop
02:52
be typing in the start and stop time. So this is the actual
02:55
time. So this is the actual time when they’re on the job
02:56
time when they’re on the job clocking in out of the job. In
02:58
clocking in out of the job. In addition, if they clock in and
02:59
addition, if they clock in and out of drive time and we go
03:03
out of drive time and we go into the employee record and
03:04
into the employee record and set up their labor with labor
03:06
set up their labor with labor burden. uh we’ll see on one of
03:08
burden. uh we’ll see on one of the reports where it actually
03:09
the reports where it actually shows you the labor cost with
03:11
shows you the labor cost with labor burden for the non
03:12
labor burden for the non billable drive. And then it
03:14
billable drive. And then it shows a separate cost effect
03:17
shows a separate cost effect for during the actual job. So
03:18
for during the actual job. So this is actually very important
03:19
this is actually very important to take a look at for your job
03:21
to take a look at for your job costing an analysis of these
03:22
costing an analysis of these jobs so we may be extremely
03:25
jobs so we may be extremely profitable on site, but we’re
03:26
profitable on site, but we’re losing our shirt because our
03:29
losing our shirt because our mobilization so what we’re
03:30
mobilization so what we’re gonna do here. First thing is
03:31
gonna do here. First thing is um I probably said it once
03:32
um I probably said it once already, but I’m gonna say it
03:33
already, but I’m gonna say it again cuz it’s very important
03:35
again cuz it’s very important in my opinion is close out day
03:37
in my opinion is close out day is the most important screen in
03:38
is the most important screen in all service Autopilot hands
03:40
all service Autopilot hands down in my opinion, um this
03:41
down in my opinion, um this even Trump’s automation.
03:43
even Trump’s automation. Everything else that we do
03:44
Everything else that we do reason being uh is this the
03:46
reason being uh is this the last time a physical person can
03:48
last time a physical person can review the start and stop times
03:51
review the start and stop times for your job costing and
03:52
for your job costing and raising your prices. Uh if
03:54
raising your prices. Uh if you’re running payroll, this is
03:55
you’re running payroll, this is the last time that you could do
03:56
the last time that you could do payroll based on the start stop
03:57
payroll based on the start stop times if you’re doing a piece
03:59
times if you’re doing a piece rate or pay for performance and
04:02
rate or pay for performance and the last thing is we wanna make
04:04
the last thing is we wanna make sure that we have budgeted time
04:06
sure that we have budgeted time and a price down the line here
04:08
and a price down the line here cuz if we don’t uh we can miss
04:11
cuz if we don’t uh we can miss a billing so as a certified
04:12
a billing so as a certified adviser, we go into several
04:13
adviser, we go into several hundred uh service Autopilot
04:14
hundred uh service Autopilot account. A year um and at this
04:19
account. A year um and at this point, probably every every
04:19
point, probably every every other month we go into several
04:21
other month we go into several hundred accounts. um you would
04:22
hundred accounts. um you would be shocked to the amount of
04:23
be shocked to the amount of businesses that don’t have a
04:24
businesses that don’t have a price for some of their
04:25
price for some of their services and they’re not
04:26
services and they’re not building them out. They’re
04:27
building them out. They’re missing revenue so um the last
04:30
missing revenue so um the last thing I wanna do is make sure
04:31
thing I wanna do is make sure we have good data before we go
04:33
we have good data before we go into this report is the start
04:34
into this report is the start and stop sign Do do they make
04:36
and stop sign Do do they make sense are they on over a
04:37
sense are they on over a minute? um do they line up from
04:40
minute? um do they line up from ten to twelve one to one 4511
04:42
ten to twelve one to one 4511 to 33? Um I’m not seeing any
04:44
to 33? Um I’m not seeing any overlap I got. Nine to 925 and
04:47
overlap I got. Nine to 925 and two to 230, it looks visually
04:49
two to 230, it looks visually each day I wanna sweep through
04:52
each day I wanna sweep through that and look at that um and
04:53
that and look at that um and then job times very when you
04:55
then job times very when you look at that clock, you can
04:57
look at that clock, you can actually see the resource and
04:58
actually see the resource and if there are times were
04:59
if there are times were different or if there was some
05:01
different or if there was some issues here um that 1 AM to 1
05:03
issues here um that 1 AM to 1 AM. Obviously an errors this is
05:05
AM. Obviously an errors this is where you wanna go back to your
05:06
where you wanna go back to your GPS or take a look at in change
05:08
GPS or take a look at in change these times before we actually
05:09
these times before we actually finish these jobs out other
05:12
finish these jobs out other things for best practice while
05:13
things for best practice while we’re here is under columns,
05:13
we’re here is under columns, I’m. Suggest we go into
05:16
I’m. Suggest we go into variances and I wanna go into
05:20
variances and I wanna go into actual hours so if you have
05:23
actual hours so if you have more than a one person crew,
05:24
more than a one person crew, the actual hours is gonna give
05:26
the actual hours is gonna give you the budget first actual not
05:28
you the budget first actual not the hours times two three or
05:31
the hours times two three or four guys or girls um and now
05:32
four guys or girls um and now we’ve got our budget hours at
05:34
we’ve got our budget hours at 7.6 in our actual 7.9. so we
05:37
7.6 in our actual 7.9. so we were .3 hours over budget in
05:40
were .3 hours over budget in this scenario. so this is the
05:41
this scenario. so this is the foundational information that
05:43
foundational information that we need in my opinion to be
05:44
we need in my opinion to be successful. Go to the report
05:46
successful. Go to the report that Kathy asked about so now
05:48
that Kathy asked about so now we’re gonna be going into the
05:50
we’re gonna be going into the report center right here and
05:52
report center right here and pulling this up and this is
05:53
pulling this up and this is gonna go in and give us the
05:55
gonna go in and give us the ability to go in and grab um
05:57
ability to go in and grab um some reports. So I’ve preloaded
05:59
some reports. So I’ve preloaded a report that I wanna go into
06:01
a report that I wanna go into here um and this is the simple
06:03
here um and this is the simple growth job costing report. So
06:05
growth job costing report. So this is a question. I think
06:06
this is a question. I think that was asked on Callahan’s
06:08
that was asked on Callahan’s corner specifically that well,
06:10
corner specifically that well, I’ve gotta pull this all out
06:12
I’ve gotta pull this all out and excel and do some
06:14
and excel and do some additional data entry or data
06:15
additional data entry or data scraping uh well, you really
06:16
scraping uh well, you really don’t. So what we’ve got here
06:19
don’t. So what we’ve got here is it got our assigned
06:20
is it got our assigned resource. We’ve got the date
06:21
resource. We’ve got the date The service address the service
06:23
The service address the service name and the budget at our
06:25
name and the budget at our we’ve gone and created some uh
06:27
we’ve gone and created some uh logic in here to check the
06:29
logic in here to check the budgeted hours. so if there’s
06:30
budgeted hours. so if there’s no clock in or clock out time,
06:31
no clock in or clock out time, we check the budget at hours.
06:33
we check the budget at hours. We check check the actual hours
06:35
We check check the actual hours cuz are correspondent with the
06:36
cuz are correspondent with the budgeted hours. We’re gonna
06:37
budgeted hours. We’re gonna check the actual revenue so
06:39
check the actual revenue so we’re not charging anything we
06:40
we’re not charging anything we need to check that as well um
06:42
need to check that as well um and this is also here so
06:43
and this is also here so anything in this custom report
06:45
anything in this custom report that I build basically goes in.
06:47
that I build basically goes in. Checks the data um so if you
06:49
Checks the data um so if you look at this account here um
06:53
look at this account here um the team clocked in from 1:49
06:56
the team clocked in from 1:49 PM to 2:49 PM The assigned
06:59
PM to 2:49 PM The assigned resource was just Chad. That
07:01
resource was just Chad. That was a one person team or um
07:03
was a one person team or um down here. One is a crew for a
07:06
down here. One is a crew for a lawn mowing um example,
07:08
lawn mowing um example, Patricia State obviously um
07:09
Patricia State obviously um we’ve got clock in and clock
07:11
we’ve got clock in and clock out for these two job that no
07:12
out for these two job that no clock in and clock out for the
07:14
clock in and clock out for the third job. So this report the
07:15
third job. So this report the way it’s built out checks out
07:16
way it’s built out checks out these data points for you now
07:17
these data points for you now as we scroll. To the uh right,
07:22
as we scroll. To the uh right, we have labor cost and drive
07:23
we have labor cost and drive time effect you’ll notice in
07:25
time effect you’ll notice in this test account. There’s a
07:26
this test account. There’s a lot of zeros in here but on
07:28
lot of zeros in here but on this account, we had a labor
07:29
this account, we had a labor cost the fact that no drive
07:31
cost the fact that no drive time cost effect so this crew
07:33
time cost effect so this crew didn’t clock in and out of
07:34
didn’t clock in and out of drive ten. That’s why we’re
07:35
drive ten. That’s why we’re missing that data. so we’re
07:37
missing that data. so we’re gonna scroll down and see if we
07:37
gonna scroll down and see if we have any examples here. So I’ve
07:39
have any examples here. So I’ve got this one here um on 720
07:43
got this one here um on 720 where I’ve got um the budget
07:47
where I’ve got um the budget dollars.
07:50
So my goal is $55 per hour. My
07:53
So my goal is $55 per hour. My labor cost effect for uh on
07:56
labor cost effect for uh on site was 286 and then my drive
07:58
site was 286 and then my drive time cost effects. So that’s
08:00
time cost effects. So that’s based on clocking in and out of
08:02
based on clocking in and out of the mobile. So if you’re
08:03
the mobile. So if you’re wondering why in this test
08:04
wondering why in this test account, there’s zeros in some
08:06
account, there’s zeros in some of these um that’s because
08:07
of these um that’s because there was no data in to have no
08:09
there was no data in to have no data out. So if you’re watching
08:10
data out. So if you’re watching this live recorded what you
08:12
this live recorded what you really wanna do is be able to
08:13
really wanna do is be able to go in and go under teams
08:16
go in and go under teams employees and set that up.
08:18
employees and set that up. Gonna take a quick look at my
08:20
Gonna take a quick look at my tusk Callahan account our
08:22
tusk Callahan account our employee. I’m sorry and once we
08:24
employee. I’m sorry and once we get to the top, we’re gonna hit
08:25
get to the top, we’re gonna hit edit and then we’re gonna go in
08:27
edit and then we’re gonna go in and and under the costing
08:29
and and under the costing payroll tab even if you’re not
08:30
payroll tab even if you’re not running payroll and service
08:32
running payroll and service autopilot. um this is a data
08:33
autopilot. um this is a data point that the reports are um
08:36
point that the reports are um running off of so you want to
08:38
running off of so you want to be able to uh go in and edit
08:41
be able to uh go in and edit that and add your labor with
08:44
that and add your labor with labor burdens. your labor
08:46
labor burdens. your labor burden is gonna be certain
08:46
burden is gonna be certain things such as. Workman’s comp
08:49
things such as. Workman’s comp unemployment, holiday pay um
08:50
unemployment, holiday pay um and a handful of other things,
08:52
and a handful of other things, so what you wanna do is if you
08:54
so what you wanna do is if you don’t know what that is um for
08:56
don’t know what that is um for your employee, you wanna go in
08:58
your employee, you wanna go in and get your labor burden and
09:00
and get your labor burden and then that labor burden is a
09:02
then that labor burden is a percentage of the dollar and
09:04
percentage of the dollar and that’s gonna be multiplied by
09:07
that’s gonna be multiplied by um their hourly rates. So on
09:09
um their hourly rates. So on the left hand side of the
09:11
the left hand side of the screen, we’re gonna have the
09:11
screen, we’re gonna have the hourly rate of say like fifteen
09:13
hourly rate of say like fifteen bucks and then the labor uh or
09:15
bucks and then the labor uh or the hourly wage. And the um
09:20
the hourly wage. And the um overtime wage time and would be
09:21
overtime wage time and would be multiplied by your labored
09:22
multiplied by your labored birds at sixteen or fifteen
09:24
birds at sixteen or fifteen bucks. it probably equate to be
09:25
bucks. it probably equate to be around twenty bucks so uh
09:27
around twenty bucks so uh kiddos are here are crushing
09:29
kiddos are here are crushing the internet um in the
09:30
the internet um in the neighborhood here so hopefully
09:31
neighborhood here so hopefully this is still live here and
09:32
this is still live here and I’ll try to come back to that
09:33
I’ll try to come back to that in a minute, but the idea is
09:34
in a minute, but the idea is when you have those data points
09:36
when you have those data points under job costing payroll and
09:37
under job costing payroll and those numbers come up now. The
09:39
those numbers come up now. The last thing is we put a desired
09:41
last thing is we put a desired fifty-five bucks per hour and
09:42
fifty-five bucks per hour and obviously you can go all the
09:43
obviously you can go all the way out to have thirty stops
09:45
way out to have thirty stops here for the whole entire
09:45
here for the whole entire season. On this client um but
09:51
season. On this client um but basically what you have here is
09:52
basically what you have here is it based at Fifty-five Bucks an
09:54
it based at Fifty-five Bucks an hour if my dollar per hour
09:57
hour if my dollar per hour revenue generation was lower
09:59
revenue generation was lower than fifty-five this sheet here
10:01
than fifty-five this sheet here tells you you need to raise
10:02
tells you you need to raise your price X amount of dollars
10:04
your price X amount of dollars on average per visit. so all
10:06
on average per visit. so all these ones here fictitious hit
10:08
these ones here fictitious hit their hourly goal. now.
10:09
their hourly goal. now. obviously this one has some bad
10:11
obviously this one has some bad data, but if this was a
10:12
data, but if this was a one-time say uh landscaping
10:15
one-time say uh landscaping job, it’s basically saying the
10:16
job, it’s basically saying the first two jobs here. All the
10:19
first two jobs here. All the three hit their threshold goal,
10:23
three hit their threshold goal, but this one here did not and
10:25
but this one here did not and we needed to raise the price by
10:28
we needed to raise the price by seventy-three or it was off on
10:30
seventy-three or it was off on average, we needed to raise
10:31
average, we needed to raise that by $2400 so the idea in a
10:35
that by $2400 so the idea in a basic example, and I’m not
10:36
basic example, and I’m not saying you need to go to excel
10:37
saying you need to go to excel to do this this but make it a
10:38
to do this this but make it a easier comparison is what the.
10:48
Customer and take the actual
10:51
Customer and take the actual revenue totals. That’s where
10:52
revenue totals. That’s where we’re charging per visit lawn
10:52
we’re charging per visit lawn care home clean pest control
10:54
care home clean pest control doesn’t matter, and this is our
10:56
doesn’t matter, and this is our actual revenue per dollar Man,
10:58
actual revenue per dollar Man, 54 and six, so those are the
10:59
54 and six, so those are the start and stop times on the
11:01
start and stop times on the closeout day. So that’s why
11:02
closeout day. So that’s why it’s very important, have good
11:04
it’s very important, have good day and day out now inside
11:06
day and day out now inside Service Autopilot Report
11:07
Service Autopilot Report Center. We’re doing all this
11:08
Center. We’re doing all this here with the averages so on
11:10
here with the averages so on average here we’re making
11:14
average here we’re making $57.30. So if just like in the
11:15
$57.30. So if just like in the service Autopilot sheet we.
11:18
service Autopilot sheet we. Sixty we’re about $2.70 below
11:21
Sixty we’re about $2.70 below our hourly goal with the sheet
11:24
our hourly goal with the sheet says here is we need to raise
11:25
says here is we need to raise our price by $2.56 per visit on
11:29
our price by $2.56 per visit on average to hit a $60 an hour
11:31
average to hit a $60 an hour goal. That’s exactly what this
11:33
goal. That’s exactly what this she is doing, We’re saying what
11:35
she is doing, We’re saying what the average increase was so
11:36
the average increase was so none of these prices need to be
11:37
none of these prices need to be raised at Fifty-five Bucks an
11:39
raised at Fifty-five Bucks an hour uh and then the other one
11:41
hour uh and then the other one need to be raised a few bucks
11:43
need to be raised a few bucks here um now, obviously there’s
11:44
here um now, obviously there’s some bad dating here but you
11:45
some bad dating here but you get the idea. This will tell
11:46
get the idea. This will tell you how much you need to raise
11:47
you how much you need to raise your prices if you’re not
11:48
your prices if you’re not hitting your hourly goals, Save
11:50
hitting your hourly goals, Save Fifty-five Bucks and now uh
11:51
Fifty-five Bucks and now uh show you this example. Here um
11:53
show you this example. Here um and this can take all thirty or
11:55
and this can take all thirty or forty stops the whole entire
11:56
forty stops the whole entire year for you. so I’m gonna try
11:57
year for you. so I’m gonna try to go back in really quickly
12:00
to go back in really quickly and just show you um in the
12:03
and just show you um in the report center If you don’t
12:04
report center If you don’t wanna create your own analysis
12:06
wanna create your own analysis to do this, there are some
12:07
to do this, there are some reports you can export to excel
12:10
reports you can export to excel and stick into a sheet like
12:12
and stick into a sheet like this um so this is the what
12:15
this um so this is the what you’re seeing in the original
12:16
you’re seeing in the original form is the simple growth um KP
12:19
form is the simple growth um KP and accountability package. so
12:20
and accountability package. so we do a daily and weekly
12:22
we do a daily and weekly analysis of every job you’ve
12:24
analysis of every job you’ve done and then we do in July.
12:26
done and then we do in July. And at the end of the year, we
12:27
And at the end of the year, we do a job cost report to let you
12:30
do a job cost report to let you know how much you have to raise
12:32
know how much you have to raise those prices on each individual
12:33
those prices on each individual account with no motion to hit
12:35
account with no motion to hit your hourly goal going to say
12:37
your hourly goal going to say Twenty-one. Now this little
12:38
Twenty-one. Now this little toaster icon. Here is a great
12:40
toaster icon. Here is a great little resource here for you
12:41
little resource here for you because if you don’t wanna
12:42
because if you don’t wanna build your own reports, essays
12:44
build your own reports, essays done that for you so uh the
12:46
done that for you so uh the similar report that we’re
12:47
similar report that we’re looking at is the job costing
12:50
looking at is the job costing report um and we go in there
12:52
report um and we go in there and we plug in some data and it
12:55
and we plug in some data and it will uh narrow that down for
12:57
will uh narrow that down for you based on the service or
12:58
you based on the service or team um or time frames. there’s
13:00
team um or time frames. there’s a couple different things we
13:01
a couple different things we can. Dial into that so that’s
13:04
can. Dial into that so that’s gonna be uh your friend here as
13:05
gonna be uh your friend here as well so start ending um for job
13:08
well so start ending um for job cost report and a job cost
13:10
cost report and a job cost summary. Um is the identical
13:12
summary. Um is the identical report uh when you export it
13:14
report uh when you export it that comes out in this sheet
13:16
that comes out in this sheet here so um I mean we can go in
13:19
here so um I mean we can go in by resource and service just
13:20
by resource and service just like Cathy ask but this one
13:22
like Cathy ask but this one here would have to be exported
13:23
here would have to be exported to sell and write your own
13:25
to sell and write your own formula. I recommend making it
13:26
formula. I recommend making it an essay uh like we did with
13:28
an essay uh like we did with our K report and putting some
13:29
our K report and putting some logic in there to check the
13:30
logic in there to check the data so. Can kinda scrub and
13:33
data so. Can kinda scrub and clean up that data for you um
13:34
clean up that data for you um on a daily weekly basis, so you
13:36
on a daily weekly basis, so you don’t have to get to the end of
13:37
don’t have to get to the end of the year and have an issue of
13:38
the year and have an issue of uh bad data and you have to
13:39
uh bad data and you have to delete or manipulate some of
13:40
delete or manipulate some of that data um in the in the in
13:43
that data um in the in the in the past, not well, you should
13:45
the past, not well, you should be doing it in the present so
13:46
be doing it in the present so um hopefully Cathy that helps.
13:49
um hopefully Cathy that helps. but that is how we tackle that
13:50
but that is how we tackle that uh in service Autopilot to get
13:52
uh in service Autopilot to get that granular once again,
13:53
that granular once again, really make sure we’ve got good
13:55
really make sure we’ve got good data. a good data in the close
13:56
data. a good data in the close out day we go into the report
13:58
out day we go into the report center and we go out and uh
14:01
center and we go out and uh build an analysis and that
14:02
build an analysis and that analysis is the foundational
14:04
analysis is the foundational data table that can be built
14:06
data table that can be built into a report. Um if anybody
14:09
into a report. Um if anybody has any questions about this,
14:10
has any questions about this, please drop a message or if
14:11
please drop a message or if you’re interested in um how to
14:13
you’re interested in um how to do this uh with a little help
14:14
do this uh with a little help from simple growth for our KP
14:16
from simple growth for our KP and accountability package that
14:17
and accountability package that tracks your daily your weekly
14:19
tracks your daily your weekly um actual versus budget for all
14:21
um actual versus budget for all your crews and then uh at least
14:23
your crews and then uh at least twice a year we run that job
14:25
twice a year we run that job costing for you automatically
14:26
costing for you automatically to show you where you need to
14:28
to show you where you need to raise your prices with no
14:29
raise your prices with no emotions. so uh hopefully that
14:30
emotions. so uh hopefully that was helpful Callahan’s corner.
14:32
was helpful Callahan’s corner. You ask the questions we answer
14:33
You ask the questions we answer live right here on Facebook.
14:33
live right here on Facebook. We’ll see you again tomorrow
14:35
We’ll see you again tomorrow with another pre submitted