Service Autopilot

New to Service Autopilot? Here you'll find some tools and materials to get up and running.

Here you can easily access some of our most-watched videos about core features of SA.

Do you learn best by doing? Try our interactive courses to learn the system and practice using it at the same time.

You have questions and we have answers! Check out some lists of frequently asked questions from real SA Members.

Creating a New Client Portal User Account
In order for a client to use the Client Portal ...
Using the Client Portal
Once your client logs in to their Client Portal...
Client Portal Settings
The Client Portal is an additional subscription...
Alerts from the Client Portal
In the Client Portal Settings, you can select R...
Tools for Helping Clients with the Client Portal
The Client Portal is designed to help your clie...
Make a Prepayment from the Client Portal
One option in the Client Portal Settings is to ...
View Client Portal Registrants
There are several ways to identify your clients...
Training at SA
Virtual In House Training MAXIMIZE YOUR...
Using the Help Center
What is the Help Center? A hub of information a...
📽️ Using the Help Center - Video
This video explains how to use the Help widget ...
Using the Help Widget
The Help Widget is a tool you can access from a...
6/15/21 Upcoming Advanced In-House Video
If you closed out the pop-up or just want to wa...
Release Notes | May 14, 2021
With this release, Client Portal users can now ...

Knowledge Base