Transcript

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Callahan's corner where you ask the
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questions we had some live right here on
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Facebook had a User submitted question
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in the simple estimate uh Facebook page
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here I'm gonna read it off from Dave uh
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Mike any insight on how the uh service
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autopilot credit card processor
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clearance is integrated or can it be
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integrated with simple estimates so Dave
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actually a great question here uh the
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good news is yes we've got a full-time
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development team
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um and bill on the team has spearheaded
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this um Endeavors I want to give credit
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where credit is due uh but Bill and the
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team have created
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um a PCI Compliant integration with
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service autopilot's clearance credit
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card form so I'm going to open up and
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just show you what this looks like in
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simple estimate where you're able to go
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in and create live on-demand estimates
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that your client can actually drive 24
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hours a day seven days a week on demand
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and actually now add their credit credit
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card form and have that all synced into
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surface autopilot with the creation of a
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new leader client
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um with no double entry and duplicate
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jacking so I'm going to open up the
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screen here as in usual fashion here
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this is our demo page this is actually
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Josh behind the scenes here but what
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this here is it looks like
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um
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your with this with this widget would
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end up on your website uh so what the
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client would do is enter in their own
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um address right here in the form I'm
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going to reset that here because I have
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been using this all day but ideally here
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when we load this in
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uh we are going to go in I'm going to
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say yes it's Mike so what we would do is
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type in our address and that's going to
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be confirmed by Google first name last
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name phone number
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and email and if it has a gate or not if
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an option if your mower can't fit
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through a gate that's smaller than 36
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inches you can actually have that
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variable in addition uh you can list all
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the zip codes that would be applicable
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in your service area to limit the
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service area so once they've entered in
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the information here we're going to go
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in and hit continue and this little I
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this little um diagram pops up on the
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right is what you should be doing
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coloring in on the left is just going
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around the outline so we're going to
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want to color in the actual service area
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that we want a price for we can do this
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for Turf Services as well as pavement
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surfaces such as asphalt sealing and
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snow removal
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consumer we do is go in
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with the pen uh or are there uh
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finger or mouse or stylus the service
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area and what we're doing here is just
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really quickly filling this in what
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we're finding is consumers finding a lot
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more confidence in this than some of the
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AI That's automatically generating it uh
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we are working in the AI but right now a
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lot of the AI that is available is not
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necessarily mature enough to give quick
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um
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responses there and you may be asking
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about tree coverage this is a great
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example on this home uh the the
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homeowner is going to know where the
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grass is in there good news is once we
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fill this all out a screenshot of this
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is going to be automatically captured
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and uh inputted in the service autopilot
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where you can click on the link and pull
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up the actual screenshot here uh so what
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we've done is we're gonna go hit save
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and this is going to go in and actually
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calculate a property specific pricing so
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in this test account we've got weekly or
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bi-weekly mowing so I'm going to add in
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the weekly mowing the aeration
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overseeing and the five step package for
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fertilization uh along with we can do
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per man hour with minimums for hourly
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services so we're going to do that is go
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in
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hit our checkout in the bottom
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um and you're going to see what happens
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here so what you've got is in our
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shopping cart all the services and the
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prices with the totals uh State
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applicable sales tax can be added per
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zip code if that is something that's
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needed in your area uh your billing
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terms can be put in here and customized
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and what we would do is your client
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would go and click update credit card
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and boom the clarent PCI Compliant
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credit card form is actually embedded
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and linked inside simple estimate where
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the client now will fill this out once
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they're done I'm not going to put my
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credit card in here we'd update the
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credit card and then hit submit and what
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that will do is create the new lead
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first name last name address uh the
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square footage of the property the
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prices were quoted
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and a picture of the service area and uh
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PCI Compliant right with the tokens just
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as it would be in service autopilot the
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credit card now is shifted over service
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autopilot window Double Entry so uh big
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shout out to the simple growth
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development team
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um Bill running that team uh came up
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with some amazing work here
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um I wouldn't say hundreds of hours but
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more than a few hours to get this set up
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so I wanted to answer Dave's question uh
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is the credit card capture available
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inside simple estimate and it will
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create that lead or client for you
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inside the system and get you all the
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information passed over and once again
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your shopping cart is fully customizable
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with your billing terms and services we
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can limit it to the zip codes and we can
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add the ZIP code specific sales tax if
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that's applicable in your market so
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comments or questions please drop below
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if this is something you're interested
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in you want to learn more about simple
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estimate and the credit card integration
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with service autopilot that's PCI
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Compliant
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um feel free to reach out to us at
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simple estimatesystems.com or sge call
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sge
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call.com to book a call uh with Josh or
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one of our team members so look forward
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to see you again with another
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pre-submitted question this one here on
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one of the simple growth software
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products that we actually own uh simple
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estimate sgecall.com to book some time
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about the PCI Compliant credit card
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integration with service autopilot