Using the "Upsell" feature in In Residence portal entry

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Hi, this video is about the new upsell feature that is version 3.5. Upsell might not be the right title for it, but the whole idea here is to sell extra services to your clients when they're going to be coming into town without you having to be involved, a way to get additional revenue for additional things. And I'll show you first how it works from the customer's perspective. So the way this works, the customer will come in to their portal and they know they're going to put in some new in-residence dates for when they're coming to town.

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So they'll click on the in-residence tab. This will show when we know they're coming in, but let's say they're going to put in some new dates. And they plan to come in sometime in August.

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So let's just say they come in August 3rd and they stay until August the 18th. And they can put in some additional comments the way they're coming in, do that for this. But I will now save that I'm coming in during those two weeks.

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What you'll notice now is the system then says, hey, you need any services before your arrival? Do we need to schedule airport pickup? Doing air filters? Do you have a welcome home package? Any of these items that can be added in very easily. If a client wants to see details about what these include, we have a little show details button here where you can put some additional brochure-like features, if you will. So for example, on the air filters, $20 sounds cheap, but what we'll do is we'll tell them right here that, by the way, this is the price per filter, and then we're going to adjust that once you've said that.

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Airport, what does that involve? So we'll do show details. And again, we can put in details here about the airport pickup and what we need from them in order to schedule it. So let's say in this case, our client decides, you know, welcome home package is $99.

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That includes all kinds of good stuff here. So, yep, let's go ahead and just include that. So we'll include that.

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I'll hit submit, and that will then take care of the request for their welcome home, as well as their in-residence. We now have here if they're in-residence in August, and we're all set and done. So how does this show up for us within the application so that we know that we have received this request? So I'm going to go into my admin.

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You'll notice that we have new in-residence items to review, the little button has shown up here. So let's go into our in-residence. And as usual, we know that the entry that our client made is here on the top section that we need to review it.

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So we'll go into that item to review. And as normal, that will bring up the item. We know that we need to cancel these two highlighted home visits.

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So I'll cancel those. But you'll notice that right below that, it says additional services requested. So we can say, oh, great, the browers are coming in on the third, and they have requested the welcome home package for $99.

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So I'll tell you what. We can create a work order right off of this list. Now, if the browers have requested more than one item, you can check the item they want, add that to a work order, then check another one, add that to a work order.

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Why would you use that? Well, maybe you want to schedule the handyman to do the air filters, you know, a few days ahead of time. So you can click the item by air filters and say create a work order. In this case, we only have the one.

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So I'm going to check the box here, welcome home, and say create a work order for that. So what the system will do is it will come up. It will put in a date one day prior to their arrival.

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You can adjust that if you need to, but it will assume one day prior. We can change it, assign it to somebody. You'll see it automatically has brought over a welcome home item from our selection process.

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So now we have this set up as a one-time work order, and all we have to do is save and close it. So it's that easy to create the work order and put that out in the system. At this point, we're done.

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We can close our review screen. You'll notice that we no longer have any items here to review. If you ever need to go back to that list, we can go back to that August entry that the hours made, come up, and you can see that they did request welcome home services on that entry.

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So you can always go in and schedule any additional work orders from here if you need to. So we'll close that. So we were able to take care of very simply selling the product to our client.

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We were able to add a work order for that, which adds a billing item so that we now charge for the client. We've added it to our schedule through the work order process, all said and done very easily. So how do we set this up? So there's actually two pieces to this.

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The first part is it needs to have a product or services code set up in QuickBooks. If you've already done that, we can go straight to our upsell list, which you'll notice is right here. If not, you'll need to go into your QuickBooks company and add a product code.

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So let's say we're going to add a housekeeping item to schedule a housekeeper or do housekeeping if our firm does it. So going into QuickBooks, we hit the gear. We go to our products and services code.

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And now you can see we don't have a code for housekeeping in our system here. So let's go and say we're going to add a new code. This is going to be a new service because we're going to do housekeeping service.

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So we'll put in housekeeping here for the name. Down here under the description, this is what will show up on the invoice. So make this as descriptive as you need to show on the invoice with housekeeping cleaning.

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Put in a price. Let's say this is normally $50. Assign the right income code here.

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We don't have a housekeeping code. I can add it. But in my case, I'm just going to put that into my regular sales and product income, $50.

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And that's it. And we'll save and close. Now you know that once you've made an entry like this into QuickBooks, it could take 20 to 30 minutes before that item shows up in the business management system.

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So what we'll do is rather than wait 20 minutes right now, I'm just going to pause the recording until the synchronization is done. Okay, my synchronization is done. So now I'm going to go here to my upsell list, which you see is on the in-residence processing screen.

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When I do that, this brings up the items that we saw a minute ago on the customer's portal. So you see this is how it's set up. We have these three.

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And now we're going to add that new one. So what will come down here is pick the item code. This is the code we just set up in QuickBooks.

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It does have to be set up in QuickBooks first. So we'll pick housekeeping. You'll see it brings up the sales description.

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It brings up the price. And now, remember that detail pop-up that we went to? Here's where you can enter that information. And you can use all of the formatting features, you know, as you need to put in the description.

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So you can put in, you know, this is a property that can vary depending on your house. And you can, you know, highlight that. So we can go main vary.

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We can put that in italics, mold. Let's just put this down in a new line. We can make this, you know, red if we want.

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If you've never played with these features that are in this box before, do so. Click on text. And here you can see you can do the text color, make it red.

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All kinds of things that you can do within this box to make that look as pretty as you need for your customer. So now we can save that. And then we'll now add housekeeping to our list.

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So let's just say we want to come back here and see how that looks on Mr. Brower's account. I can enter in new dates. I can just pick in dates here, any dates.

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I'm just going to pick in an overnighter just so we have something here. Hit save. And when I do, now you see that housekeeping and cleaning is on my list.

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$150. I can show details. And here's the details that we put in.

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Very easy. Now I can check the box and submit that request for housekeeping. And then you can create a work order from it just like we did a moment ago.

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That's it. Quite easy to set up. Just remember you have to start with QuickBooks and get those product codes in there.

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And then you can add them in through your upsell item on your in-residence screen. Thank you and have a great day.