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Optimize Your
Workflow | Services | Estimates | Scheduling | Billing | Automations
Inside Service Autopilot
Three Main Areas We Will Look At
Set Up
- Is your website connected with contact sync?
- Are you using social media with your CRM?
- Are estimates a part of your process?
- Do you have prices and matrix?
- What does your job costing and payroll information look like?
- Is there a system for routing and building route density?
- Are you tracking damages and cost per employee?
- Do you have installment contracts set up that produce invoices and job tracking data?
- What is your process for quality control?
Sales Process
- Are lead sources and the associated data being tracked?
- Are sales reports reviewed on a monthly basis?
- Do you provide instant pricing to your customers?
- Are you following up on your quotes at least 5 times?
- Are you upselling at least 4 times per year to clients and leads?
- Are crews upselling work?
Operations
- Are you tracking budget vs actual per crew?
- Are results being communicated to your team?
- Are you tracking customer churn per quarter?
- Do you have a defined interview process?
- Are you getting automated 5 star reviews?
- Is the business owner working more than 40 hours per week?
What SimpleGrowth Can Do For You
SimpleGrowth helps you set up with ServiceAutopilot the right way, so you can make the most of this powerful tool. Our experts have service industry experience utilizing SA and know it inside and out.
We teach you how to:
- Set up your services, budgeted time and costs, scheduling, billing and automations correctly
- Streamline your estimate process and workflows
As a SA Certified Advisor we also provide estimate templates and simple, short training videos on how to use SA so you can get up and running quickly. With our customizable marketing, we can have your automations running in as little as 14 days!
