Ready Business Systems is a Certified Advisor for Service Autopilot (SA). What this means, is that we are authorized through SA to help onboard new clients, as well as create automations on the Service Autopilot Marketplace.
Ready Business Systems is a Certified Advisor for Service Autopilot (SA). What this means, is that we are authorized through SA to help onboard new clients, as well as create automations on the Service Autopilot Marketplace.
They are behind-the-scenes processes that get triggered by certain events, and run automatically without you having to start them. Automations allow you to essentially program your business to run on its own!
Remember… these processes will run AUTOMATICALLY for you within Service Autopilot. Think about the time you’ll save. The new clients you’ll win. The office and marketing work that’ll be done for you while you’re taking care of your business.
These Automations are available on the Service Autopilot Marketplace for download into your account. Each provides a specific function or purpose, and combined they provide an unstoppable marketing and management machine which will CRUSH your competition and ultimately automate your job of running the company. NO ONE else in your town is using these incredibly powerful, innovative systems.
These Automations are available on the Service Autopilot Marketplace for download into your account. Each provides a specific function or purpose, and combined they provide an unstoppable marketing and management machine which will CRUSH your competition and ultimately automate your job of running the company. NO ONE else in your town is using these incredibly powerful, innovative systems.
The purpose of this Service Autopilot Automation is to make sure all of your sent estimates are either marked lost or won with as few non-automated tasks as possible. Recommended for all business sizes.
This Service Autopilot Automation will shave hours off your day and can make your Office Admin hyper productive by virtually eliminating the time required for collections and processing estimate requests. This automation also enforces the RBS 5-day sales process. Recommend to be installed right before you hire your first office person.
RBS 5-day sales process- sets the expectation with clients that they will receive their estimate within 5 business days. Sells to your lead and stays in touch with constant updates via email, text, and a customized sales video during this waiting period. It also keeps your sales person accountable and on time with repetitive reminders on the estimate due date.
Includes several QuickAssists to enable your Office Admin to easily process estimate requests, by automatically touching base and following up with the customer as well as assigning the estimate to your sales person in one step.
Virtually eliminates collections by aggressively pursing clients a month before their credit card on file expires, and aggressively pursues clients with declined cards or outstanding check payments. Ensures that new leads have their cards on file before services are scheduled.
Optional SendJim integration will send new leads a new lead letter, thank you card, and Voicemail Bomb collection calls.
Includes daily clock out checklist for Office Admin to make sure routine items are completed on a daily & monthly basis.
**Next update will include our Upsell sequences! ** This allows your crews to indicate when they notice upsell opportunities on client properties, which then creates to-dos for your manager to send an upsell text for that specific service with one click!
Includes a customized sales video explaining the 5-day sales process, which will be integrated into your automation and can also be used on your website.
This robust Service Autopilot automation will completely take over your digital, phone call, and direct mail marketing tasks with 6 built-in marketing themes per year. Recommended once you have a reliable office person trained and in place.
The purpose of this Service Autopilot Automation is to automate contact to job applicants stored in your system through the use of the RBS job application (FREE through SA Marketplace). Contact will be made through recruiting emails, to do’s or voicemail bombs*, and postcards* 6 times per year through the SendJim integration. For best results, this automation is designed to work with RBS-06 and to be part of your company’s “always hiring” HR program. However, it can also be installed as a stand-alone automation. Recommended once you are running three or more crews.
This is one of the most robust Service Autopilot Automations available from RBS and is designed to be the framework and backbone for your company’s HR program. The purpose of this automation is to screen applicants and build the framework for your automated recruiting program (designed to be paired with RBS-05 & RBS-04). It also ensures that all new employees are processed properly, with as minimal non-automated handling as possible. NOTE: This automation is designed to integrate with Gusto Payroll service and GoodHire BCI service. A Proprietary Employee Handbook is also included. Recommended once you are running four or more crews.
Creates an online application form for field employee, manager, office, and mechanic applicants, which directly enters your applicant leads into SA to build your leads database for future marketing.
Automatically screens applicants and saves time by making them jump through a series of hoops before any human interaction.
Schedules phone interviews with applicants and directs your HR admin to fill-out a phone interview form.
Once screened by HR, and if HR approves the applicant, schedules an in-person interview with the manager.
On the included in-person interview form, the Manager has the option to hire the employee, get back to them in two weeks, or turn them down, all of which include automated communication with the applicant.
If the Manager decides to hire the employee, he or she passes on a hiring checklist to the HR administrator letting them know the shirt sizes, references to call, BCI check, and on-boarding items to complete. It creates a field training checklist for the manager.
When an employee is terminated, a survey is sent to the employee to ask why they weren’t happy and a termination checklist is provided to the HR administrator and manager.
Automated rewards for employee referrals are integrated.
The purpose of this automation for Service Autopilot is to automate your off-season tasks. For seasonal businesses, shut down tasks ensure that unneeded services such as GPS tracking, payroll, and phones are suspended or canceled at the end of each season. Winter tasks consist of critical business-building items such as updating your handbook and reviewing your estimate templates. Startup tasks ensure that all the services you suspended or canceled are re-enabled and your new insurance certificate is posted to your website.
This is a critical step in exiting your business. This Automation will ensure critical, recurring, high level tasks are not missed. With a series of to-dos throughout the year, you or your manager will be reminded to routinely audit pricing, approve payroll hours, give company gifts, and touch base with your office administrator.
The purpose of this automation for Service Autopilot is to automate your employee management and company culture. Quarterly, it will notify your employees of their upcoming reviews and automatically schedule company social events. For seasonal businesses, each spring it will contact all employees to find out if they plan on returning to work. In the fall, it will send out company closure notices.
The purpose of this automation for Service Autopilot is to notify your clients of upcoming service visits, appointments, and schedule changes. When a service is scheduled or the date is changed, your clients will get a text message notification letting them know your intentions. This communication is appreciated by clients and also keeps your company operating efficiently by avoiding on-site cancellations and wasted time.
The purpose of this automation for Service Autopilot is, as the name describes, to win back your previous clients with marketing campaigns throughout the year. Outside of existing clients, the cheapest and easiest source to acquire more work is from your previous clients.
The purpose of this automation for Service Autopilot is to automate your equipment systems. For each type of machinery (trucks, trailers, 2 stroke equipment, mowers, etc), there is a custom maintenance schedule which will create to-dos for your mechanic on staff. In addition, when new equipment is purchased, it will ensure that your equipment purchase protocol is enforced, including notifying your accountant of the purchase, installing hour meters, setting up finance payments, etc.
The purpose of this automation for Service Autopilot is to send care instructions via email for completed services such as fertilizer applications, hydro-seeding, and soil test results.
The purpose of this automation for Service Autopilot is to ensure that training programs throughout the year are enforced by your manager, including training manuals and employee quizzes.
