(972) 728-4040 Log In to Service Autopilot. Log In Forgot your Password?Jul 26, 2021 · Step 1. Company Settings. It’s crucial to enter your active company email address because correspondence from SA will go here. Enter your company name as you would like it to appear to your clients. This can be either your actual company name or how you want your clients to know you. Here’s How Our Accelerate Service Works…. Step 1: Submit an Accelerate request form to SA and wait for verification. Step 2: Once your content request is approved and verified, you’ll receive an email letting you know it's been approved. Step 3: When your request is completed, you’ll receive instructions for your new functionality as ...November 13, 2020 12:11. Click the link below to download and view the Tickets User Guide. This User Guide contains all relevant information on Ticket functionality. Tickets User Guide Jan 2022.pdf. (1 MB)Team. Articles and videos pertaining to the Team section, such as Employees and Vendors. Your Business, Your Choice. The Service Autopilot training team is delighted to offer a variety of training types (from in-person to virtual) and times to work with busy service businesses like yours. We maximize our time together so that you leave with a TON of knowledge, strategies you can implement ASAP, and perhaps even some automations ... To add an Invoice to a Client Account, follow these steps: Navigate to a Client Account. Under the "Accounting" header, click Add a Transaction . Select Add an invoice . The Add Invoice overlay appears. Enter the details in the top right column of the Invoice. In the middle section, select an applicable Service or Product from the …Pros: This software seamlessly allows us to bid a job, win the bid, schedule the work, dispatch the work, perform the work, and bill the work. Front to back workflow is awesome. Cons: Somewhat of a steep learning curve. Service Autopilot is so expansive and can do so much that it can be overwhelming for a new user.Pros: This software seamlessly allows us to bid a job, win the bid, schedule the work, dispatch the work, perform the work, and bill the work. Front to back workflow is awesome. Cons: Somewhat of a steep learning curve. Service Autopilot is so expansive and can do so much that it can be overwhelming for a new user.This article will explain step by step how to quickly get started with the Client Portal. Adjust the Client Portal settings to your company’s requirements. Go to Settings > Client Portal Settings and adjust the settings as needed. This step’s actions will completely depend on your company. However, we highly recommend, at minimum, adjusting ...December 28, 2020 12:38. This video shows you how to add a new Master Package. 2:29.Your Business, Your Choice. The Service Autopilot training team is delighted to offer a variety of training types (from in-person to virtual) and times to work with busy service businesses like yours. We maximize our time together so that you leave with a TON of knowledge, strategies you can implement ASAP, and perhaps even some automations ... Your Business, Your Choice. The Service Autopilot training team is delighted to offer a variety of training types (from in-person to virtual) and times to work with busy service businesses like yours. We maximize our time together so that you leave with a TON of knowledge, strategies you can implement ASAP, and perhaps even some automations ... Reasons for Switching to Service Autopilot: We needed a more comprehensive program that focused on more than just lawn care and we needed the ability to tailor the software to fit our exact needs. Kim G. President. Health, Wellness and Fitness, 51-200 employees. Used the software for: 2+ years.June 25, 2020 12:42. You can lock Invoices to help prevent any additional changes from being made to an Invoice. Locking an Invoice essentially disables the Save buttons at the bottom of the Invoice. Changes can still be made after the Invoice is unlocked. Invoices are automatically locked when they are emailed or printed.Follow. June 25, 2020 12:34. Click the link below to download and view the Automations User Guide. This guide explains how to streamline repetitive time-consuming tasks and create an automated process for those tasks. Automations User Guide 2023.pdf. (2 MB)Jun 25, 2020 · Service Autopilot allows you to give more than one Employee permission to use the full site and Mobile Apps. Users with their own logins are able to get notifications and alerts, save special client views from the Dispatch Board and within the Client list, clock in and out of work, creating a time stamp for time sheet verification, and ... Select the email in the Documents list, hover over Actions, then select Copy. The copy of the email appears in the Documents list, with “Copy” on the end of the name. Rename the document, change the Subject line, and click the Edit button. In the Document Editor, edit the text. Click Save.Learn the basics of Service Autopilot, including how to set up clients, services, employees, and jobs. Become familiar with the basic workflow of Service Autopilot, from setup, dispatching, invoicing, and getting paid. Using SA Mobile Apps: Learn all about Service Autopilot's Team App and Legacy App to help you complete …Jul 26, 2021 · Step 1. Company Settings. It’s crucial to enter your active company email address because correspondence from SA will go here. Enter your company name as you would like it to appear to your clients. This can be either your actual company name or how you want your clients to know you. Reviews of Service Autopilot. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if Service …Service Autopilot allows you to give more than one Employee permission to use the full site and Mobile Apps. Users with their own logins are able to get notifications and alerts, save special client views from the Dispatch Board and within the Client list, clock in and out of work, creating a time stamp for time sheet verification, and customize many …Forms associated with a Client or Client/Job will appear at the bottom of the list of options on any individual Client’s Screen on the Mobile. Tap on Forms to pull up the same “Fill Out Form” or “View Responses” options that your Job Detail Screen gives you. “Fill Out Form” will take you to a list of Forms associated. Service Autopilot Training Options. Learn about our different options for one-on-one or group training, with our expert Software Trainers and Training Project Managers. New Member Onboarding. This section has learning tools to support the four-part onboarding series for Service Autopilot. System Installation V3: Form Field Mapping. Many Form fields can be associated with or mapped to fields in Service Autopilot. This means that when a Form is filled out, the data in the mapped fields goes directly into the corresponding Account field in SA. One advantage of field mapping is that any mapped fields for known Accounts will pre-populate the data in ...(972) 728-4040 Log In to Service Autopilot. Log In Forgot your Password?The V2 Client Screen. From the V2 Client screen, you'll see text near the top that reads Registered for the Portal: If a client has not registered, no text will display in this area. You can also see when the client registered for the portal by accessing the Audit Trail. Go to More > Audit Trail to open the overlay. Simply put, Automations allows Service Autopilot to automatically perform activities. Set it once, and it will go - by itself - until you say stop. This tool is designed to help you cut down on labor, and speed up everyone on your team. Jun 25, 2020 · During office hours (Monday - Friday from 8:00 a.m. to 5:00 p.m. Central Time): Live Chat at Message Icon > Live Chat. Phone at 972-728-4040. After hours: Email us at [email protected]. Check out the Help Center ( Profile Icon > Help Center) for complete access to 1000+ articles and videos. Navigate to a client or lead account. Hover over the More dropdown list and click Property Measurements. This will open the map and measurement panel. Use the Measure Property tab to create and manage your measurements. To create measurements, left-click points on the map until you form a closed shape. Note: The 3D view is not …Select the email in the Documents list, hover over Actions, then select Copy. The copy of the email appears in the Documents list, with “Copy” on the end of the name. Rename the document, change the Subject line, and click the Edit button. In the Document Editor, edit the text. Click Save.Feb 26, 2021 · Follow. February 26, 2021 11:52. There are several reasons you may send emails in Service Autopilot. Pro and Pro Plus Members can send Email Blasts and Bulk Emails to a group of clients from the Dispatch Board or Client List. Email Integration subscriptions can also be purchased to bring emails directly from your email provider into SA making ... May 10, 2022 11:57. Service Autopilot offers a four-part class series to help onboard new members. LIFT is your introduction to SA. This class will walk you through uploading your Company Logo, adding Services and Products, Custom Fields, adding Clients and Sales Tax Records, Employees, and Teams. Note: This is a recording of our live LIFT ...Feb 26, 2021 · Follow. February 26, 2021 11:52. There are several reasons you may send emails in Service Autopilot. Pro and Pro Plus Members can send Email Blasts and Bulk Emails to a group of clients from the Dispatch Board or Client List. Email Integration subscriptions can also be purchased to bring emails directly from your email provider into SA making ... Who is Service Autopilot? Service Autopilot develops business management software for the Field Service Industry. We offer business owners an all-in-one software system, …June 25, 2020 12:36. This video explains how to use Master Routes in Service Autopilot.December 28, 2020 12:38. This video shows you how to add a new Master Package. 2:29.(972) 728-4040 Log In to Service Autopilot. Log In Forgot your Password?June 25, 2020 12:39. There are some settings in SA that apply globally to all Estimates. These are housed under Settings > Estimate Settings: Below, you will find an explanation of all the fields on this screen: Show Grid Lines. Select the checkbox to show grid lines on the Estimates Grid. (This applies to only the legacy Document Editor.)Nov 13, 2020 · November 13, 2020 12:11. Click the link below to download and view the Tickets User Guide. This User Guide contains all relevant information on Ticket functionality. Tickets User Guide Jan 2022.pdf. (1 MB) About this app. Service Autopilot’s new and improved field service app will put you in control of your time, scheduling, expenses, employees, marketing, profits and …We made a change to the Windows Autopilot self-deployment mode and pre-provisioning mode experience, adding in a step to delete the device record as part of the device reuse process. This change impacts all Windows Autopilot deployments where the Autopilot profile is set to self-deployment or pre-provisioning mode.To sync using the new QuickBooks Desktop application, follow these steps: On the QuickBooks Desktop Sync overlay, log in to your SA Account: Updated QuickBooks Desktop Application Part 1. Click for sound. 0:24. Open your QBD and connect the Event Processor: Updated QuickBooks Desktop Application Part 2. Click for sound.June 25, 2020 12:41. A Work Order is a setting on a job that groups two or more services together on the Dispatch Board. Instead of multiple rows with each service, you'll see one row for the entire job. Any One-Time, Recurring, or Waiting List Job with more than one service can be a Work Order. Note: Work Orders only affect the display on the ...December 17, 2020 10:05. This video explains the page you see if you click your Avatar icon > Account & Billing . 2:09.(972) 728-4040 Log In to Service Autopilot. Log In Forgot your Password?December 17, 2020 10:05. This video explains the page you see if you click your Avatar icon > Account & Billing . 2:09.V3: Form Field Mapping. Many Form fields can be associated with or mapped to fields in Service Autopilot. This means that when a Form is filled out, the data in the mapped fields goes directly into the corresponding Account field in SA. One advantage of field mapping is that any mapped fields for known Accounts will pre-populate the data in ...Our state-of-the-art servers are protected by biometric locks and 24-hour surveillance. Our software and infrastructure is updated regularly with the latest security patches. Our network is protected by an enterprise-class firewall and SSL encryption. Click here to read more about our security, backup procedures and system up-time.Step 1: Employee Total Payroll Burden. Go to Team > Employees and select an employee record. Click Edit . On the Edit Employee screen, click the Payroll/Job Costing tab. The Total Labor Burden Hourly Rate is recorded on the right. Note: Labor Burden is the cost for an employee, such as Gross Pay + Taxes + Insurance, etc.Team. Articles and videos pertaining to the Team section, such as Employees and Vendors.To send a bulk email, use the following steps: Go to CRM > Clients . Check the boxes next to the clients you want to email. Apply filters if necessary. Go to Actions > Marketing. On the Send Type dialog box, decide whether you want to send the email only to selected clients or to all clients. Warning: You must select Filtered if you applied ...Allows the right to view, edit, and dispatch jobs from the dispatch calendar. Asset Tracking. Allows the right to view, create, and edit assets in Service Autopilot. View/Edit Asset Purchase Info. Allows the right to view and edit asset purchase information. View/Edit Asset Forms. Allows the right to view and edit asset forms. Get Schedule Alerts.The Job Wizard can be accessed in two ways. On the Account Review Overlay under the Actions menu on the left, or from the Quick Add plus icon in the top right while you are on an existing v3 screen. The Job Wizard is divided into three different tabs to streamline the workflow of scheduling a Job: 1. Setup. What is this job called: this is the ...Service Autopilot offers a four-part series of classes to get new members onboarded. LIFT is your introduction to SA. This class will walk you through uploading your company logo, adding services, products, custom fields, clients, sales tax records, employees, and teams. Go through the 7-Step Setup process to set up your new SA …Team App - Pause Work. Team App - Add a Product or Service. Team App - Manage Photos and Attachments. Team App - Take a Break or Go to Lunch. Team App - Complete a Visit and Adjust Visit Times. Team App - Clock out for the day. Team App - The Mileage Report. Information about the Team App. If you had Services imported into SA from another system or if any other user on your account added any Services, you will see them in this list. Click the name of any Service to view or edit it. To create a new Service, click Add Service. This will open the Add Service overlay to the "Details" tab: Fields in bold are required. To deregister an Autopilot device from Intune: Sign in to the Microsoft Intune admin center. In the Home screen, select Devices in the left pane. In the Devices | Overview screen, under By platform, select Windows. Under Device name, find the device that needs to be deregistered and then select the device.Your hardware vendor can ship them, ready to go, straight to your employees. 1. Device registration. The hardware vendor automatically adds new devices to the Windows Autopilot deployment service for you. 2. 2. Profile creation and assignment. Customize setup and configuration by creating a profile to assign to your organization’s devices.Service Autopilot by Xplor. Put Your Service Business On Autopilot. Here's a glimpse of what Service Autopilot can do for your business: -Build Better Client Relationships -Win …Pros: This software seamlessly allows us to bid a job, win the bid, schedule the work, dispatch the work, perform the work, and bill the work. Front to back workflow is awesome. Cons: Somewhat of a steep learning curve. Service Autopilot is so expansive and can do so much that it can be overwhelming for a new user.December 17, 2020 10:05. This video explains the page you see if you click your Avatar icon > Account & Billing . 2:09.Our state-of-the-art servers are protected by biometric locks and 24-hour surveillance. Our software and infrastructure is updated regularly with the latest security patches. Our network is protected by an enterprise-class firewall and SSL encryption. Click here to read more about our security, backup procedures and system up-time.Client Portal users have the ability to reset their own password in case they happen to forget it. The user will need to know their username and the answers to their security questions OR the email address they have on their account.Reports. Articles and videos pertaining to the Reports section. This includes both the Report Center and Legacy Reports. Service Autopilot is a cloud-based field service solution for lawn care, landscape maintenance, cleaning and snow removal organizations. For businesses of all sizes, Service Autopilot features client and lead management, scheduling and dispatching, routing and mapping, mobile field access and more. Feel free to contact us and one of our friendly representatives will be eager to assist in any way possible. Chat: Click the Help button then click Live Chat. Type in your contact information and question. We have a team of Support Representatives ready to assist you! Phone: (972) 728-4040. Email: [email protected]. Delivering 90% approval rates, all in just seconds. From a single person shop to the largest mega dealers, OPTIMUS is the platform to help you be more profitable. With OPTIMUS and Service Autopilot, you can streamline your company’s financing for even more success. Best of all, there is no enrollment cost and funds are direct-deposited in 1-2 ...November 09, 2021 17:33. Click the below link to download the Client Portal User Guide for Members. This guide for Members describes setting up the Client Portal and how you can assist your clients if they need help. Client Portal User Guide for Members April2022.pdf. (800 KB)June 25, 2020 12:41. A Work Order is a setting on a job that groups two or more services together on the Dispatch Board. Instead of multiple rows with each service, you'll see one row for the entire job. Any One-Time, Recurring, or Waiting List Job with more than one service can be a Work Order. Note: Work Orders only affect the display on the ...What is the Help Center? It's a hub of information about all the functionality in Service Autopilot. Our Help Center is now public, which...Reasons for Switching to Service Autopilot: We needed a more comprehensive program that focused on more than just lawn care and we needed the ability to tailor the software to fit our exact needs. Kim G. President. Health, Wellness and Fitness, 51-200 employees. Used the software for: 2+ years.Add an Employee. 📽️ Add Employee - Video. Change or Reset an Employee Password. Employee Account - Enable Notifications. Employee Account - Enable Office Time Clock. Add a Chemical Applicator License Number. Set Up a Service Autopilot User. 📽️ Set Up a Mobile Only User - Video. 📽️ Add a Sales Representative - Video.Jun 25, 2020 · What you see here is primarily determined by your User Role and Rights. First, you'll see My Day is highlighted in the Navigation Bar. This tells you where you are. There are several categories that lead to other locations: CRM - This stands for Client Relationship Management. It's where you'll find things relating to clients, potential clients ... Service Autopilot allows you to give more than one Employee permission to use the full site and Mobile Apps. Users with their own logins are able to get notifications and alerts, save special client views from the Dispatch Board and within the Client list, clock in and out of work, creating a time stamp for time sheet verification, and customize many …The V2 Client Screen. From the V2 Client screen, you'll see text near the top that reads Registered for the Portal: If a client has not registered, no text will display in this area. You can also see when the client registered for the portal by accessing the Audit Trail. Go to More > Audit Trail to open the overlay.Service Autopilot will help you: 1) Grow your business. 2) Organize your business. 3) Maximize the profits of your business. Mobile Features (partial list): • Scheduling & Invoicing – work your schedule, book one-time & waiting list jobs, invoice and receive payments. • Client Management – view past & upcoming jobs, installed equipment ...Service Autopilot allows you to give more than one Employee permission to use the full site and Mobile Apps. Users with their own logins are able to get notifications and alerts, save special client views from the Dispatch Board and within the Client list, clock in and out of work, creating a time stamp for time sheet verification, and customize many …When refunding a Payment, this will be created automatically if the Payment has been applied. Credit Refund: This is a refund transaction that is used to offset the Payment Credit. Since any allocated payment amount is already removed from the Client’s balance, you don’t want that removed a second time. A Credit Refund’s total will always ...Go to Settings > User Role & Rights > (role) > CRM tab. Under the "Text Messages" column, select the checkbox next to "View Message Center". Once enabled, the Message Center is available from the CRM tab in the navigation bar. Note: "Remove Text Message Feed" allows users to hide text messages in the Message Center.Highlights. We have focused on high-priority issues for this release with many bugs being fixed, including report center, mobile, and invoicing issues. We have also added some improvements to features, such as Client account optimizations and improvements to alerts. Lastly, we have a few new items including new alerts and new … June 25, 2020 12:42. Routing allows you to place jobs in order by Team or resource. It's a great tool that helps make drive time more efficient. Go to Scheduling > Dispatch Jobs. Hover over Actions and locate the Routing column. You have four options to choose from. Manual - This option allows you to drag and drop jobs into the order in which ... Jul 26, 2021 · Step 1. Company Settings. It’s crucial to enter your active company email address because correspondence from SA will go here. Enter your company name as you would like it to appear to your clients. This can be either your actual company name or how you want your clients to know you.
To enable Notifications, use the following steps: Go to Team > Employees. Select the name of the user you would like to edit. Click Edit. Check the box that says "Notify" next to each alert you would like to turn on. Click Save . Notifications appear on the right side of the My Day screen and under the bell icon in the navigation bar.. Dc to rome
The Job Wizard can be accessed in two ways. On the Account Review Overlay under the Actions menu on the left, or from the Quick Add plus icon in the top right while you are on an existing v3 screen. The Job Wizard is divided into three different tabs to streamline the workflow of scheduling a Job: 1. Setup. What is this job called: this is the ...List View. The list view gives field users the option to perform bulk actions on jobs, like starting or skipping multiple jobs. 1. Tap the List button to see details for all jobs that day, including the time allotted and services planned for each client, then select the check boxes for one or more jobs.; Tap Start Work At Job Site to clock into the jobs …This is the Built-in Processor for Service Autopilot. This feature is powered by Clearent, a Credit Card Processor with years of experience in the Field Service Industry. They take a hard stance against hidden fees. SA Payments allows you to: Automatically update credit cards. Become Fully PCI Compliant and store Credit Cards on file.Service Autopilot is more than just software. Our mission is to help 5000 service businesses DOUBLE in size in 5 years. By giving out cutting-edge strategies, and done-for-you …Hover over your profile icon and click Import/Export. Click Import Data in the new tab that appears. Select what you are wanting to import from the "Import Type" dropdown menu, such as Schedules. Click the Download Template button to save and edit an Excel worksheet of the items that need to be imported.Service Autopilot helps businesses manage their operations more effectively throughout the service cycle. From generating leads and providing customer service to …Service Autopilot allows you to give more than one Employee permission to use the full site and Mobile Apps. Users with their own logins are able to get notifications and alerts, save special client views from the Dispatch Board and within the Client list, clock in and out of work, creating a time stamp for time sheet verification, and customize many …Learn the basics of Service Autopilot, including how to set up clients, services, employees, and jobs. Become familiar with the basic workflow of Service Autopilot, from setup, dispatching, invoicing, and getting paid. Using SA Mobile Apps: Learn all about Service Autopilot's Team App and Legacy App to help you complete … Overview of Client Accounts. June 25, 2020 19:39. Individual Client Account screens are divided into several sections: Contact Information, Account Balance and related information, Office Notes, Tags, Jobs, a Timeline, and more. Each section organizes related information about a Client/Lead and is positioned for viewing the most important ... To deregister an Autopilot device from Intune: Sign in to the Microsoft Intune admin center. In the Home screen, select Devices in the left pane. In the Devices | Overview screen, under By platform, select Windows. Under Device name, find the device that needs to be deregistered and then select the device.List View. The list view gives field users the option to perform bulk actions on jobs, like starting or skipping multiple jobs. 1. Tap the List button to see details for all jobs that day, including the time allotted and services planned for each client, then select the check boxes for one or more jobs.; Tap Start Work At Job Site to clock into the jobs …(972) 728-4040 Log In to Service Autopilot. Log In Forgot your Password?June 25, 2020 12:39. There are some settings in SA that apply globally to all Estimates. These are housed under Settings > Estimate Settings: Below, you will find an explanation of all the fields on this screen: Show Grid Lines. Select the checkbox to show grid lines on the Estimates Grid. (This applies to only the legacy Document Editor.).