DOMINATE Your Schedule With the Waitlist

So one of as we worked over the past year, the far and away most requested feature for us to build that people kept bugging us about was wait list. And so we're really excited that's here. The first question we had to answer when we dove into that was what do people mean when they ask for a wait list? And I think at a highest level, the answer we got was we need a place to put to create events that we aren't sure where they're going to fall on our schedule. We just need a place for them to live so I don't lose track of them and I can fill up my schedule as needed. That definitely supports services that we know that are going to land months from now for treatment plans. But there's other kinds of work where you're not quite sure where it's going to fit into your weekly schedule, this week, next week. You just want to have the context for it. So that is the starting point for what we delivered on the waitlist feature. But along the way, we found that sometimes when people discussed a wait list or discussed the gap that Copilot currently had from moving from estimating work to actually getting it on your schedule, was just being able to keep track of work that hadn't yet been scheduled. It wasn't that they weren't sure when it was going to be scheduled. It had just gone through the estimate estimate pipeline and hadn't finally resolved in a visit that was on your schedule that you knew you could dispatch. And that was the initial thought around building out the unscheduled work. We heard a lot of people building out complex workflows of taking their estimates, tracking them in an external tool, going from there, and using that as their source of truth to make sure everything ended up on the schedule. Going back to the estimates list page, doing a bunch of filtering, manually, walking through each of their estimates to make sure each line item had been scheduled. And that seemed like a ton of work that we were asking our users to do. And we wanted to take that work off your plate. So the unscheduled work is really about making sure that that transition from your estimate pipeline to gets fully worked through. Kind of like an inbox for all of the work that has been accepted as an estimate and making sure that all of those turn into actual visits that you're going to complete. So that's a really high level of what went into building out those two feature sets. And I'm going to hand it off to Abel to go ahead and give you a walkthrough if you haven't seen them yet. So, Abel, you want to go ahead and take it over?

Yeah, for sure. I'm going to share my screen here, so you can all walk through this with me. All right, looks like it's sharing. So I'll go through both of these features just kind of back to back. I'll. I'll go through the unscheduled work page and how that can be used, and then moving events onto the wait list and scheduling them from the wait list. But I'll do this. I just kind of a high level overview, going through everything. If you have questions as I go put them in the chat, I can always come back and we can jump into specifics later on if we need to. But this is just going to give you kind of a general idea of what these tools do and how you can use them. All right, so here we are on our estimates page. And on our estimates we can see that we have seven accepted estimates. In the past, it was really hard to tell which of these estimates have been accepted and scheduled or which of them still need to be scheduled. I know a lot of people have used like email to kind of track that and manage that. And earlier this year we introduced a scheduled column that gives you a nice view of to which these still need to be scheduled. But in order to actually schedule those, you need to go into the estimate, you need to actually inspect the line items, schedule them from the line items. So we wanted to make this job a lot easier. So when you're actually scheduling from an estimate or you're ready to do some scheduling, there's the new page, which is your unscheduled work. So this page is going to pull in any of your accepted estimates that still have items on them that need to be scheduled. So that could mean the entire estimate needs to be scheduled still, or maybe it's partially scheduled. You did one of the line items, but the other one still needs to make it onto your schedule. So you'll see that here you'll see that we have two accepted estimates that have not been scheduled fully yet. One of them shows here as partially scheduled and one of them is just unscheduled. So this is kind of nice because it gives you a couple different breakdowns of the things that need to be scheduled. What we're looking at here is by estimate. So each of these groups is going to be an estimate, but I can also look at it by customer. So if I have multiple estimates for the same customer, it's going to group it all by that customer, by the service category, or just a flat list of everything that still needs to be scheduled. Thankfully, there's only two here. That's great. You don't want a huge backlog of things waiting to be scheduled, I would imagine. But if you do, you can also filter and search within this list, so you can break it down by budgeted hours or by the property. We give you all of the filters that you would need to be able to actually find specific items in a larger list. But most importantly from here is actually being able to take these items and put them onto the schedule. So let's look at the waitlist view again. I have this weekly mowing that's still unscheduled, so I'll go ahead and I can click the little calendar icon and create a new visit for this item. And it's going to just bring me into this item creation workflow that you're familiar with. So you can set up your recurring schedule or a single visit, whatever is needed for this item. And then once you create that, we'll just make this one a single visit to keep it simple. And once we create that single visit, that item is no longer going to show up on your scheduled unscheduled work page. So, you know, it's taken care of. You can get it out of the way. And now we only have one item left here. Okay, so for this one, now let's start kind of like bridging the gap between this and the wait list itself. This is an essential lawn service that we know needs to be done in the spring. Maybe this is a spring cleanup. Maybe it's part of a program of fertilization. We're just going to use this one event as an example, but there's a lot of cases where maybe you have something scheduled for the future or it needs to happen in the future, but you're not ready to put it on an exact day yet. So let's click here and let's create a new visit for this item. Call this something for the spring, because we know this needs to be done in the spring. We got the estimate out. Let's not create a single visit this time. And this time we're going to add the use this new option, which is add to the wait list. So when I go and I'm ready to create this event, but add it to the waitlist, I. I can now do two different things. I can set the earliest date. That means it can't happen before this date. So let's make that date like March first for this item, and then we can optionally add a latest date as well to make sure that this gets done between the date range of March 1st and maybe the end of April. So this allows me to set those dates, create this event, kind of get it out of the way. I think we don't have the spring cleanup. Let's see if we have an item. We'll just say mow the grass. This allows us to create this event, kind of get it off of our unscheduled workplate, but keep it on the wait list until we're ready to actually schedule it. So after I create this visit, I'll show you where it goes. After I select the customer, I'll show.

You where it goes.

All right, let's create this and come over to our wait list. So now here on the wait list we can see all of the events that we've created that are not on our schedule yet. They're kind of in this holding area. For once we're ready to schedule them. As Nathan was saying earlier, that could mean we're not sure when they're going to fit in this week or next week. Like it's a really short term thing. Or it could be something we're scheduling way out in the future, or we do it six times a year, but there's a pretty big window and when we can get that job done. So we just want it to be somewhere we're not. We're not going to lose track of it, but not on our schedule. So you can see this is the one that I just created. The earliest date is March 1. The latest date is April 30. Now these are almost events, except they're not on our schedule yet. So once I'm here on the wait list, I can see all of my events. I can see what's due soon or overdue. And this really helps track make sure that nothing slips through the cracks. If you have a latest date that's within the next week, you're going to see that that event is due soon and needs to be fit onto the schedule somewhere. So once we are ready to put this on the schedule, we have one here actually, that the earliest date is December 9th and the latest date is December 31st. So we're right in that window to be able to schedule this event. So we can just come over here and we can select the date to add that event. Maybe it's today or maybe I want to select a multi day event or do some more advanced scheduling. I can jump into the actual event to do that. Or I can just add whatever day I want this event to land on and I'll add it to the schedule. So let's, let's just add it to today. We see now it's scheduled for December 16th. If we come over to our schedule, you could see it shows up here. It was called New Visit for Waitlist, so I'll show you. It's called New Visit for Waitlist shows up here.

Now.

That's great. If I'm on the wait list and I'm going through my items and I'm. I'm seeing what I have upcoming or what needs to be due soon, a lot of times I'll be starting from my schedule and I'm actually looking at my schedule and I want to see what I have on the wait list. So instead of having to jump between my schedule here and the waitlist page and keep track of both of those pages, we have a little drawer here that's going to pull out and show you all your wait list events. Let me come over to a different, a different instance of Copilot, and we should be able to see an example here. Yep. So now I'm looking at the same wait list that I have here in this, in this instance. And I can see all the events that are available to be scheduled for this week. I'm currently looking at the 15th to the 21st. A couple of these are overdue, so I probably want to get those on the schedule right away. I can go ahead and add that to today. And once I add it to today, it shows up right there on my schedule. So this is a really good holding place for the things that maybe you used to put those all on your Saturday or Sunday. Maybe these used to live in the estimates until you were ready to schedule them. And it's going to help you keep track of future work that needs to be done, even if you're not ready to actually put it on the schedule itself. So there's a couple other little things here. That's, that's the big picture idea. There's a couple other little things and ways that you can use this. I'll. I'll jump into that here. Let's say one of these events gets skipped or maybe just gets put off. Maybe the customer says, hey, I, I'm actually not ready for you to come this week. Maybe next week, but I'm not sure. So let's go into this event and let's actually add it back onto the wait list. I'll look at this event and it was scheduled for today, but the customer wasn't ready. So let's put it back on the waitlist. We're going to make this a waitlist event. They know they want it done next week sometime. So we can add that and make sure it's done next week sometimes. But when we save this now, it's going from our schedule back onto our wait list. So we can move it a little bit out of the way while not losing track of it fully. If we ever need to put things back then. The other last little piece I want to show is when we're on the unscheduled work here. Going to come back to this one. I showed you how to create a new visit from an item. Two other things I can do with this. I can take something from the unscheduled work and I can add that to one of my existing visits.

So maybe.

Yeah.

I'm sorry to interrupt. Are you showing your screen currently?

Yeah. Did it stop sharing it?

It did for me.

At least I can still see it. Can everybody else still see able screen?

Yeah.

Get hands up.

Sorry for interrupting.

No, I want to make sure everyone could see it. Yeah. Yeah. I'm glad you can still see it. So instead of creating a new visit, we can also add this to an existing visit. Maybe the customer accepted more work or maybe you had a scheduled visit and you want to add this one to the scheduled visit. I can always select from the customer's existing visits and then add it on to one of those visits to get it off of the scheduled work page. Or I can always just mark it as scheduled. This isn't creating an event and it's not adding it anywhere. But for if any reason, I. I know this work is done. I just need to move it off of here. We give you all the controls to be able to manage this the way that you need to and actually mark it as scheduled. And then you get your empty unscheduled work, which is great. That's where we all want to be. Everything scheduled. And as soon as a new accepted estimate comes in, it's going to show up back here on this page and be ready for you to schedule. So there's a lot of. There's a lot there. There's a lot of ways you could use this. That's kind of the idea behind why we built these two tools. But I'm sure there are countless other ways you could use it. Or maybe they fit into your workflow just a lot differently than what we had planned. That's great. This is Just our starting place. And this is where we want to hear what's working for you, what's not. We know that this is the start of these tools and there's a lot more we can build there. So we'll get into some of that as well. But yeah, I'm going to hand this I think over to Steven next to talk about how you can use Service categories along with this unscheduled work to be even more powerful.

Can I before get to questions? Yeah. Can I hop in here before you jump to Steven? Those last two things that Abel showed, being able to take a kind of a stray item in service and attach it to an existing visit or mark that either that whole estimate or a line item as scheduled, that's an extension of what you can already do in the estimates workflow. So those two new features to be able to do that if you are going and able you could show an estimate if you dive into a specific estimate and are working through an accepted estimate and trying to schedule that those options are. Are now available to you. Well, that one's already. That one's already scheduled.

Everything's scheduled now.

Yeah, but the kind of the. The way you're used to working through this where you could just create a estimate from a line item or from the. Or create a visit from an estimate line item, those two additional features of mark is scheduled or add to an existing visit, those come back to your like the. The workflow you're used to on a per estimate basis. The unscheduled work is really just consolidating what you used to have to walk through each estimate to do and bringing it all to one place. So it's really trying to lift that burden of like you having to do a sort on that table view and then go through each one individually. It's just trying to coalesce those all into kind of one place. So hopefully taking a little bit of that burden of you having to click around the tool a whole bunch. Stephen, Keep it going.

Sweet. Yeah. Do you mind if I take over Screen shareable. Thank you. It's good to see all of you. Good to see a lot of familiar faces. Yeah. So I'm going to touch the Briefly touch on a. A feature in Copilot called Items and Service Categories. There's a few reasons I want to go over this really briefly. One is because Items and Service categories unlocks a nice workflow with the unscheduled work feature that we just went over. So I want to demo that. The other couple of reasons are A little bit future facing categories and items and services we noticed were being pretty underutilized. But it's also somewhere something in the platform that we plan on using heavily in the future. So I just kind of want to bring some attention to it and say, you know, hand it off to you guys because you find great ways to use these features that we build and so that we can get ready to kind of use this in the future to help you organize your items and services as well as show you a workflow that we unlocked with the unscheduled work. So is my screen share up? Can you all see that?

Yep, we can see it.

Perfect. Okay, so really quickly, I just want to touch on what items and service categories are in today's state. They're basically just tags for your items and services that you can use to categorize long lists, big lists of items and services. So really quick, let me show you where you can create those. If you're not aware. I'm just going to set up a item and service here. This is just the create item and service page. And as you see, we have a category here that you can assign to an existing one, or you can create a new one in line here. And you can use this to organize your list of items and services. You can also assign items and services that you might already have to a category. So here's one that I click edit on and I can go to the category tag and select a different category. So the way that this becomes powerful with unscheduled work is you can actually group or filter your items and service category on the unscheduled work page. So if I go over to unscheduled.

Work.

You can see at the top here with our grouping options, we have one called service category. You can also do this by going to no grouping if you want to filter down to a specific category. And there's kind of two scenarios that I want to highlight that I think this could be really useful. Let's say that you are going through your week and you're dispatching, you're scheduling your crews and you notice that one of your crews has available budgeted hours. And maybe this is a mowing crew. It's really easy to come to your unscheduled work page. And for this one I'll go ahead and group by service category. And I can go. I can collapse the groups here. And now I can go to mowing. And I can see that everyone on my unscheduled work list has an accepted estimate that contains a service with the mowing category. So now I can go ahead and find enough budgeted hours to fill that cruise schedule and add these right on the schedule from the unscheduled work list. The other scenario that this becomes really handy is for fertilization. I'll go ahead and demo the filter here. So I'm going to go and down to the service category filter and select fertilization. And because fertilization is so dependent on the time of year, the schedule, the weather, most likely a lot of that work is going to live on either the unscheduled work or the wait list before you actually know when you can schedule it. But let's just say all the conditions are right. It's the right date, it's the right weather, we have crew capacity available. I can easily come here, filter down to fertilization and I can see all of the fertilizing rounds I need to do. If it's round one, I can select all my round ones really easily and add them to the schedule right from here. So just wanted to give you a quick demo on that. We do see this being a nice way to organize your work in the future. So please start utilizing this, start using it with unscheduled work and I'd love to hear your feedback and your ideas as we move more into that area in the future. Yeah, I think it goes back to you, Josh.

Thank you, Stephen. Good stuff. So I want to talk just briefly before we open up in the Q and A and just some kind of known areas, some limitations to some areas that we're going to be working on to expand over time. So the first is recurring series events are not yet supported on the wait list. So what that means today, right now, the waitlist is really designed more for one off work. So if you create an estimate for a new recurring series, such as weekly biweekly, kind of lawn mowing, the series can't be placed on a wait list as a single recurring entity. So why that exists? Recurring work really touches some of the most complex parts of our scheduling system. The scheduling rules, seasonality, billing, you know, long term capacity planning. So we intentionally started really focused on one time work just to get fast value into your hands without really introducing instability. So this is a known gap, it's not an oversight. We really see strong demand for this for, for adding wait listing for future recurring work, especially really for our growth oriented operators. So we're actively researching just how rescheduling schedules should interact with the wait list and then just unscheduled work in A clean, really predictable way. So expect some future improvements here just as a part of the broader kind of rescheduling and scheduling improvements. This came up in the chat. But wait list items do not currently appear on the dispatch view. So what that means today, wait list items live in their own dedicated workflow, as Abel showed, and also on. On the scheduling page in that drawer. But they're not yet visible on the dispatch board or the map view. So why that exists. So dispatch is optimized for work that is really actively scheduled or eminently schedulable. So we intentionally kept waitlists separate to avoid clutter and confusion and just false urgency from dispatchers. So that said, we've definitely heard feedback that the teams want tighter alignment between the wait list and the dispatch. There really is a trade off we made early just to keep the workflows kind of clear and reliable. So we're actively evaluating ways to surface waitlist opportunities in dispatch and just also other areas without really turning it into noise. The last one is just capacity and geographic optimization that's still evolving. So what that means today, wait list and unscheduled work, they really help capture demand. They don't fully yet like automate decisions about where work should go or how you should best fill routes kind of based on capacity, distance or. Or crew efficiency. So this is really where scheduling starts to move from simple placement into optimization. We really see this as a huge opportunity for us, something that really compounds value over time rather than kind of like a one and done feature. That was the last thing I was going to bring up on just like the areas of opportunity and some of the gaps specifically on the questions that came up in the chat. I think we're open up for qa unless Nathan, you had anything else to add or, or Abel or Parker?

No, I think. I think we're ready to hop into qa. Parker, do you want to. Do you want to drive this? You want to walk through what we have from the start of the chat and maybe, maybe cover any ground that we've already answered and surface anything that we need to discuss?

Absolutely.

Yeah.

I went through and I pulled some questions that we didn't get answered. Looks like we were able to get most of you guys questions answered here chat. But first one is how can we use the waitlist feature for jobs that are already on the schedule? Maybe I know pre wait list inside of copilot. People would pick random dates in the future and use that date as their temporary wait list. So we have a whole bunch of jobs that are on the schedule. Are we able to take those jobs that we, you know, had our pseudo wait list and can we put them on the wait list now that it's inside of the software? I'll kind of open it up if someone wants to take a stab at that.

I believe, Abel, correct me if I'm wrong here, if it is a single visit, you should be able to go in and edit that visit and convert it from a single visit to a waitlist visit. I believe that is within the scope of what we've already shipped. So if it is a single event and not a instance of a recurring event, you should be able to move it from your schedule to the waitlist. If it's kind of on the schedule in a faux wait list from before, we have this as a feature. So that should be. That should be ready and available for you today. If it isn't working for you, please submit a help ticket to Parker and we will make sure that that's working as expected.

I think there's another question, Parker from Kyla, that's very similar. Can things easily be transferred from schedule back to Waitlist? I think it's a similar thing is being able to kind of move things back into Waitlist and I think the answer, Kayla, is yes, as of now. But let us know if you guys are having any issues with that one.

Yeah, and like they mentioned, it's you have to go in and edit the visit itself. So there's not like a bulk button where you can check all the visits. So if you do have a bunch, get a cup of coffee, sit down and click edit on these visits and get them added to the wait list. Kind of similar question is how can we use the waitlist feature in regards to Quick Dispatch and Snow is does the waitlist feature kind of fit into that workflow as it stands right now in the software, or should people still use Quick Dispatch?

I think the answer as of now is just to continue using Quick Dispatch. We haven't yet fully integrated Waitlist into Quick Dispatch. So Quick Dispatch is your best tooling right now for Snow and kind of overnight dispatching. As of now, we're definitely thinking a lot more about that though.

Perfect.

I'll touch on Paul's question that he put in the chat. Looks like Abel responded, but Paul was saying it would be nice if we could add stuff to the waitlist without having to create an actual estimate. You can for the wait list. You can just create it from the add visit flow. The unscheduled work would need to be through an estimate, though, so that's a good call out. Moving over to John Mueller's question. Welcome in. John says how about location and tag filtering? With our new filter system that we've introduced on these pages, can we filter stuff down by tags and. Or locations?

Not yet.

So tags, I think. I think tags are labels not included as part of the filter set. Aple. I thought they were part of the filter set.

Yeah. Tags are not if you're talking about, like customer tags, but if you're talking about location as in the property itself, you can definitely filter by property by location. So hopefully that helps. Tags may be something that comes in the future. We'll look into. Yeah.

John, is that what you were talking about as far as location, just like the property address?

No, no, we. When we get jobs and we have multiple crews out in different areas of the county, it'd be nice to be able to see. Well, we have a crew that's up in north county and which one of these jobs is already up near them.

Yeah.

That we could just add onto their list today. There's no way to filter that.

Yeah.

And when you're dealing with hundreds of jobs, you know, then. Then somebody has to remember where all these jobs are and start looking at a map and bring up all the crews individually on a map. Okay, where are they at? Okay, where's this job at? Relation. It's a real pain in the neck. So filtering location. And even if we could filter by tag because we can tag the customer by the location they are in the county, that would be ideal.

Yeah, John, that's. That's a great call out. I think tags are. Tags are definitely on. On our short list of things that I think we. We expect to be able to deliver. The ability to view your unscheduled work, your. Your existing work, like how you would think about your dispatch board, but maybe the schedule and then your waitlist work. Being able to see all of that on a map is something that we think is very valuable for customers. And we're kind of consistently shoehorned into putting things on the dispatch board because that's the only place a map exists right now on the platform. And that's the thing that we're very actively exploring because we think that that map functionality would have a lot of value whenever you're evaluating your current capacity, where you want to put new work into a schedule to the point that you called out, John, just who's out? Someone's out there. We got a crew out on the north side today. What else can we have them pick up. So I don't want to commit to anything that is actively being developed, but it's a thing that we're trying to explore where best to incorporate that map experience across workflows because we know that it's really valuable.

Sweet Next one came in from Jeremy Klein says can you add equipment maintenance to the wait list?

Right now you can't, but both maintenance and to DOS meanings we see a big use for that. So so we started with just visits. But it makes a lot of sense to be able to put your maintenance or to DOS on a wait list as well. Something we'll be looking at.

Sweet. Oh nice. Let's see. Oh great question. These new pages and features, what Copilot members are they available to? Is it locked behind a certain subscription tier or who wants to touch on that one?

It's currently available just to enterprise, the enterprise tier, if that helps. Deborah.

Sweet and I think we are all caught up on chats and stuff though. We're doing like amazing on time. Anyone if you guys have more questions like throw them in the chat or like raise your hand. I think Zoom has the raise your hand feature. Don't be afraid to hop on the mic too. No worries, we can give it a second.

I'm also including my email address here if anybody doesn't want to speak out on the call or has any other feedback, you can reach out to my email address anytime with additional feedback. We'd be happy to set up one on one calls with you as well. So please don't hesitate to reach out with thoughts, feature suggestions, those type of things please.

Sweet Brandon says do you expect any big changes to the wait list in the next two to three months? Would like to know before creating new training videos assuming internally for the team so they aren't obsolete by the time spring rolls around.

Great question Brandon. The short answer is is no. I don't see any huge material changes to the wait list and scheduling that would change what your training videos look like over the next couple months. You might see nice little additions or add nothing like materially that changes the general functionality. So hopefully that helps.

Yeah, I think, I think the plus one that you might see some, some small improvements but I don't think they would. They would necessitate you creating new educational materials. Some new filtering might might land there, you might be able to put to DOS and meetings on there. But yeah, I don't, I don't think there'll be a ton that comes the next two or three months.

Sweet. We got One from Connor's iPhone. Kind of touching more on equipment maintenance. If we would be able to put equipment maintenance on the wait list down the road, do we think that we would add functionality for team members to be able to put in a request to have maintenance and have that go on to the wait list?

Interesting.

Potentially. Is this Connor from Augusta, I assume?

Yeah, I think so, yeah. It's like a reactive maintenance rather than preventive because I know like maintenance we can create those as kind of preventive, like oil changes. But like let's say a mower has an issue as like a way to create like a reactive ticket inside of copilot.

Interesting. Yeah, good feedback, Connor. It's not something that's immediately on our roadmap, but that's something new. We'll definitely take. Take it down and circle back on it and chew on it a little bit. Thanks for the feedback.

Sweet. And then one from MLCS is asking, do missed jobs automatically get added to the wait list? So if I'm supposed to do a job on Monday and I don't get to it and then days go by, that thing kind of gets shoved into the backgr. Is there a way for that to automatically go on the wait list or how can we make it so those missed jobs can get added?

Yeah, that's a great, great call out. Great idea. Right now they don't automatically go on the wait list, but you can definitely take that event and manually put it back on the wait list. So you just have to know that it got skipped or missed and then go ahead and put that from the schedule back onto the wait list.

Yep.

And as mentioned before, you can click into that visit, click the edit pencil icon and then that will allow you to select in your frequency putting it back on onto the waitlist. So great.

Parker, it looks like you missed Kevin.

Did I miss one from Kevin? Oh, no.

Yeah. Can you share any chemical application plans on the horizon, Kevin? Without giving away any specifics, I'll say that chemical applications and additional features and functions for that has become top of lately, especially with a lot of the. With the wait list coming out and needing additional kind of fidelity there. So I can't give you any specifics, but just know that it's top of mind for the business. We know a lot of our operators put down chemicals and there's definitely some gaps in the functionality. So it's top of mind. But nothing specific that I can speak to as far as what's on the roadmap and coming next. But having discussions with a lot of chemical operators and so just getting a better picture of where those gaps are and what we need to do to fill them. So hopefully that helps.

Awesome. Got another great question from Jeremy Klein. How hard was it to create the wait list for us and did it take a long time to create?

Good question. Do you want to take this, Nathan, or want me to take it?

You can start. I'll pepper in some thoughts.

It took quite a while. One of the things that you're seeing as we go through and build, we're building net new features and functions in the CRM. We're rebuilding all of the pages, the old without getting too far technically in the weeds. The old platform is built in an old coding language called php and it's not really set up to scale for performance and it's just kind of an old antiquated, reliable but antiquated coding language. So we're rebuilding a lot of the platform in react new APIs in the back end. So everything that we're building is time intensive. So anything new that you're seeing, it's a brand new coding language. It's scalable, it's extensible, it's fast. So to answer your question, like long story short, it took a while, probably took a couple of months start to end and we still have more work to do to really extend it to where it's, you know, where we want it to be. So Nathan, anything to add?

Yeah, I think to add on without getting too deep in the technical weeds is there was a lot of work setting up our ability to deliver product a new experience in this kind of new technical world. But that's in a lot of ways like a huge down payment that we don't have to pay for every other feature we ship. We've kind of done the plumbing so that we are set up to deliver net new work. We know how to deploy, we know how to set up those new APIs. So I think this first effort was a big feature, but it also came with this very large one time cost. We're very hopeful that the next page, the next series of experiences that we're able to build out will just be the cost of the feature itself. So they won't cost what it costs to move over the first ambitious feature that we built out. And I think Waitlist actually was a really good starting point. It, it had all of those things related to it, but it was also very, it helped us uncover some of the hidden like tension, disagreement with like how our users think about events and when they schedule them and what they mean and kind of how our system under the hood managed them and some of the mismatch there. And we did a lot of work that maybe is not super visible in what you're seeing on your day to day. It should kind of just be invisible to you. But it's really setting the groundwork for us to deliver a lot better experience that aligns with how you've used the platform. And again, not to jump ahead to what Josh was speaking to in chemical application. There's been similar work done to understand how you think about an estimate, how a, how someone operating, trying to get someone a price on site needs to work and how to resolve that with the limitations of the system as it stands today so that we can add on to that in a way that is seamless for you, meets your expectations and doesn't cause a bunch of friction. Because we're like, we want to throw this out and start fresh. It's not fair to you. So we're trying to make sure that the whole platform speaks the language that you are used to using and it's just additive and not asking you to relearn how you do your day to day work.

Yeah, can I. I guess I don't have to raise my hand. I want to add to this though, a lot of that's from, you know, the technical side and how hard it is to, to build new things. One of the big efforts in building anything new is really understanding what you all need in the tool. And so thank you to all of you who like took time to speak with us and, and break down these ideas and tell us what you need. The more that you do that, whether it's through the Facebook groups or directly reaching out to Josh through support, like, that's hugely helpful for us to be able to understand what actually needs to be built and build it the right way, because that's a huge part of the effort too. It's not just the technical side of it. So please keep your voices active. Let us know what you see, what you need, what's not working, what is working. But yeah, just shout out to all of you who took time to talk with us throughout this process.

Huge plus one. I just want to echo that, like, sincerely, what we build next is a reflection of your feedback and calls like this and all of our CAB discussions. So don't hold back, don't, don't think that you'll overrun us. Like, we're good at filtering and sorting through feedback. Sincerely, we want to build this exactly to your specs. To help your business grow. So keep, keep it coming, please.

Absolutely.

All of those things.

Got a few questions in that time frame. I'm going to reorder some of these because there we seem to be straying a little bit from the wait list topic. So I'm going to take the wait list ones as priority. First. We got one talking about level billing and how it fits into the waitlist stuff. Will there be down the road a button or the ability to transfer accepted estimates, connect them to level billing, and then using that to add visits onto the wait list. Is this possible today or do we have any plans to make this more of a streamlined process in regards to level billing?

Don't think this is possible today, Stephen. You might, you might know, but it's something that sounds like it would be useful.

Yeah.

Steve, any feedback?

Yeah, there's not kind of this like end to end workflow yet of like estimate to level billing to unscheduled work, that kind of a thing. However, wait list items can be assigned to a level billing agreement since they act as kind of just like a normal visit that just has not been scheduled yet. So you can still assign them to a level billing, add them to the wait list and then when you add them to the schedule, they'll carry on that relationship to the level billing agreement.

Yeah, if you. I think maybe to like try to put wait list because I think there's, there's been questions in the chat. But also I think I've seen this from, from a couple other touch points like the Augusta Group. A wait list event is, is. Is a single event that just doesn't show up on your calendar yet. Like you can think about it in a lot of the same ways that you would. Like that's a visit, but it's not the date I give it is just a range of like when I expect to do it or when I can do it. It's not going to show up on my schedule yet, but it's, it kind of obeys the rest of the event rules. So like how you think about an event, how you can attach a crew, update items and services, have a single customer in a location. All the ways that you think about a visit today, that's what a wait list is. It's, it's just a, it's just a specific. Don't show this on my schedule yet because it's a waitlist item because I don't know where to put it on the schedule yet.

Awesome. Sounds like someone joined a little bit late. What are the main like, what is the ideal main use case for the waitlist? Is it specifically just for like fertilization rounds or can this be used in your day to day scheduling?

Yes and yes.

Yeah.

Also I, I want to just maybe throw out there that like, this is a tool that we built based on customer feedback. You don't necessarily feel like you need to use this if it doesn't work in your business flow. So we're kind of showing how it works and how it might be used, but don't feel like we're trying to pressure you to use something if it's not actually useful for you. So with that said, I think the main uses are if you have events that you know, fall on your future schedule, whether that's next week or in a month. So that could be fertilization, that could be cleanups, that could be a project, but you don't want to put it on a specific day yet. That's really the most useful thing the waitlist can do for you. It allows you to not lose track of that event while not also putting it on, you know, January 16th. You can, you can keep it in a, in a window of time without actually putting on a specific time. So I think a big fertilization use case there, a big project based work use case there right now. But any, any others you come up with or work for you, we'd love to hear as you start to use it too.

Yeah. To, to tap in with that. The. It is definitely not the whole story of a chemical application workflow, but if you do need to have a, a visit that's between two days, like after this date, but before this, this next date, you can create a visit and put it on your waitlist for different chemical applications. So that is a piece of the story. You can't make them connected of like I need the first visit and then this one has to be a month after the next visit. You're just managing dates individually, but it's a start to that. And then to Abel's point about not trying to shoehorn it into your workflow if this tool isn't a good fit for you. This is a thing that we listen to everybody, not just, not just Mike. And for Mike's Augusta workflow, like the, the unscheduled work page is a lot more impactful because they're making sure for how they, how they manage their workflows that that work from it gets accepted as an estimate, always lands on the schedule. So they don't have a big use case for wait lists. But that's just one of a number of workflows. So if this is a tool that you find a bunch of value in, it's great. We heard a lot of people asking for it. But if it doesn't fit your workflow, you don't need to find a way to shoehorn it in. It's just it's another tool that's there to help support you in your scheduling efforts.

Awesome. And if anyone joined late, like I said at the beginning, we are recording this and it will be uploaded and emailed out. So if you did miss the demo portion, you're like, dang it. We will be sending out a link so you can watch that replay to watch in action. Next question we got here is, what about estimates that were created way in the past before these features were released? You're not seeing them on the pages right now. What can I do? Is there a way for me to add these in, in bulk? Or how does that look?

Yeah, that is. Oh, go ahead. Okay. There's one tough thing about rolling out new features is how you handle everything before when you roll that out. So the answer for any estimates that fall before that date is you can still go to your estimate page and you can still see the column there that says whether it's scheduled or unscheduled. And you'll have to go. And after you get all of those older estimates scheduled, you know everything is going to show up on your unscheduled work page. But maybe there's kind of this in between time where you're still checking both pages until you've moved past the estimates from October 1st, I think is.

Yeah, it's October 1st. Yeah. So some, some of the work that we. That we had to put into the technical side of this to make sure we were correctly tracking from when you convert an estimate into a visit or an estimate line item into a visit, that hasn't always existed. So there was a date that, that went into place where we can accurately track that. And if we. If we tracked everything before that, it would have. All the estimates you ever did show up in this page is like, you never scheduled any of this, and that's not right. So we, we have a cutoff date for that, which is October 1st. And you'll see that there's a little chip up there on the unscheduled work page that's like, hey, nothing from before this date is going to show up here. So starting on that date, you can trust the unscheduled work. If something doesn't show up there, file it as a bug. But everything up to that date, you will have to go back to that estimates list view and kind of filter down and try to track that yourself.

Awesome. Next question was, is there a way to use Quick Dispatch templates for the waitlist at the moment? I believe we touched on this, but maybe we could give it another quick reply for that.

Yeah, not much to add other than just not currently. That's an area we know of needs focuses timely because there's a lot of snow operators in our ranks. But not currently.

There's maybe a little bit to add there because for, for quick Dispatch you can't add them to the wait list. If we're talking about chemical applications or multi step programs, you can create a multi step program and have that generate your wait list events instead of actual scheduled events. So if you want to use a multi step program for your six step chemical application, you can use that and put those right onto the wait list. Just not through Quick Dispatch yet.

I just want to add there too. The nice thing about using multi step over quick dispatch for fertilization is you can do those like built in delays so you can say step one should happen and a month later step two should happen and those will carry their time frames over to the wait list. So that's a much better feature for chemical applications going on the wait list.

Great call out and a great question from Brandon from simply asking. We've got new features. How do we get feedback from members about these new features? Where can they go to give us their feedback? Do we post anything in Facebook or an email? Because there's a lot of valuable information that we can gather from members actually in the trenches testing these things. How can they do it?

Really good question.

Yeah, right now our biggest channel of feedback is in our Facebook groups. We know not all of you are on there, but if you are, please join. We have an internal members Facebook group that is pretty active. Every feature we release we get a lot of feedback in those channels. We also are again happy to share our email addresses specifically for people who are like very active. Like you know, people who are willing to join a webinar like this. This is the type of people we want feedback from. So my email is in that Waitlist webinar. We also have a customer advisory board for a handful of customers that really give good feedback. So if that's something you're ever interested in, please feel free again to email me. And we get a lot of really good feedback kind of as we're going through and building from that tab group. There's probably other channels to get off the top of my head. Those are the main, main channels.

Brandon.

Hopefully that helps.

And I guess to yes and Josh and answer Brandon and the wider group. That is a thing that we are trying to develop a better competency at of like being able to like, reach out request. Hey, we've got a new feature cooking. We'd like to get some early validation. We'd like to get some validation on this as an execution for it. I think we did. We did a step in the right step or two in the right direction on this waitlist work, but it's something that we want to continue to improve on in 2026. So hopefully if you hang out in your Facebook email or in CRM, you'll see much more messaging about it in the coming year.