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Thanks man! Always happy to help and hundreds more tips coming too - OrbisX let's goooooo

Hey Alan, we usually send them one about the maintenance plan at our shop. We have a few different maintenance plans and they are all virtually the same although we typically bill them annually or we setup a recurring invoice with auto-charge card enabled. We send them one doc to sign that acknowledges the payment terms as well as things about cancelling and rescheduling, limitations on service, waiver for lost items etc. For a maintenance contract one contract will be sufficient for sure. Another on renewal next year etc. if policies change

You're most welcome

The CARFAX record is automatically reported once the appointment is marked complete and the attached invoice is paid in full since these are the requirements from CARFAX to tie the appointment to a fully paid invoice

@@ShawnGervais Ok awesome 🔥 Yes, saw that invoices are automatically generated yesterday under appointments that are created. Loving the software so far. Lots and lots of features, more than most would ask for. Extremely happy with it

@@alancortes3895 amazing to hear and much more to come too with automations and AI to streamline your business on autopilot too :)

You're most welcome and happy to help :)

Yea definitely although this is best with the Dialpad integration as they show up in the feed too. Click the picture icon next to the message box and it will send. Twilio images won't display in the feed but they will send. It's a limitation from how they handle their image storage unfortunately.

haha my way is always the right way hahhah jk

Agreed! Divi AI is a beast!!! There are soo many ways to use AI that I truly feel business owners have not taken advantage of at all. Happy to see you embracing it and executing it in your business

I agree on building it in. 100% in my opinion it's the same as cost of chemicals, microfibers, insurance, security, rent, utilities etc. It's all your operating costs and built into pricing

Simplicity! Absolutely

Same!! Drives me nuts lol

Gonna check this out for sure!!!

Hi Mike, there are several videos on our TH-cam channel: www.youtube.com/@orbisxcrm and best thing is to signup for a free trial: orbisx.com and then book a free one on one Zoom call with our product tour guides at OrbisX.

100% this is facts!!! 🥪🥪🥪

hahaha BIG tips! and tons of them, tip-overload 😂😂😂

Tried the old tip switch 😂

@@thatguy2689 hahah had to try it haha

Oh man that's a crazy hook! In that case the story is definitely an asset and much more attention grabbing then "i started because i have a passion for cars and clean surfaces... blah blah blah". Well done using that to your advantage and happy you survived that man that's nuts!

Casual guys no for sure, but Google reps are surprisingly good at their recommendations and it's free included with Google Ads. We setup monthly calls with them to go over things it's pretty helpful we have found and also lots of studying on ads

100%

Facts!

Agreed 100% at the very least a range or something and a big part of having your employees aware is so that they can tell potential customers too and also help take some of the load off of you by creating invoices and collecting payment etc. At our shop we have two receptionists now but I remember when we only had one and if she was sick or on vacation, it was super helpful to have everything keep running smooth because our whole team knows how to use OrbisX and do invoicing etc.

haha ikr genius!

100% haha, rigged up for sure!

Thanks man and ya you raised a very good question I think many wonder and even myself as we are bi-polar at our shop with two different sets of customers side by side in different bays lol. Your wording was actually perfect because I knew what you meant because I know you but other detailers focus too much on just price without realizing there is soo much more to it for a customer making a decision. How many times do we buy things we "can't afford" or "shouldn't buy" based on price. Happens every day and so people need to realilze the price matters less when the value is pouring out of every part of your business! Great stuff man, you gave us good inspiration for the discussion

haha it's a new movement, have to get some shirts made... #nodirtysteeringwheels

Yes exactly Greta! and downsizing that's right! VR stuff is wicked and agreed something needs to be done. I'm going to checkout the ones you mentioned too. Happy to hear the ideas we talked about will be helpful during these months :) 2024 is going to be a great year!!!

This video was posted 3 years ago and there have been many updates. Here are some updated videos: th-cam.com/video/27t12pGo9eU/w-d-xo.html&pp=ygURb3JiaXN4IGdpZnQgY2FyZHM%3D th-cam.com/video/4GCM2Eliimw/w-d-xo.html&pp=ygURb3JiaXN4IGdpZnQgY2FyZHM%3D Old videos are maintained still as they do offer valuable information on the basics.

Awesome! Great podcast and very informative if I say so myself haha

It was a great episode. Always a great open and honest discussion

Glad it was helpful!

Yessir!! amazing tactics and strategies that apply to all aspects of life

agreed, i had to do a ton of research and trial and error but finally found some good ones

Oh dang, identity crisis a la max haha

Love it!

Thanks for your comments and not to worry it's much simpler than it seems to get a great understanding of the app. Book a free one-on-one Zoom with our product tour team here: orbisx.com/zoom and we'll go over things live with you to answer questions and show you the ins and outs. The inventory would be primarily updated by admin/managers and then the AI can handle the rest for usage on events with the ability for staff to modify each event if needed in case of extra/less usage. For example at our shop we do tinting. We enter our tint rolls and the amount per job is calculated automatically when we mark the event complete but in cases where we may have had to cut an extra window or fix something etc. our staff can update the event usage on that single event to be more accurate with what happened in realtime.

There is a lot of AI in the app that learns about your business to make better decisions, recommendations and offer insights and reports automatically based on your business, usage and details. The AI extends to other sections of the app as well including following up automatically on past clients to book repeat appointments based on future slow periods or availability the AI determines in your calendar.

haha 100% cooking with Shawn & Marty let's goooo