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How-To Videos

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

Interactive Courses

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

F.A.Q.'s

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

User Guides

User Guides contain detailed instructions for using various features in Service Autopilot. Each has a printable PDF that you can download.

What's New at Service Autopilot

  • 📽️ True Cash Discounts - Video

    True Cash Discounts can help your clients save ...

  • True Cash Discounts - Set Up and Use

    True Cash Discounts can help your clients save ...

  • V3 Create a Bulk Price Update

    The Bulk Price Update feature allows you to upd...

  • Adding Tips in the Client Portal

    Set Up Navigate to Settings > Invoice Customiz...

  • True Cash Discounts in the Client Portal

    Cash Discounts can help your clients save on cr...

  • Service Autopilot Training Options

    The Service Autopilot training team is delighte...

  • Import Data

    You can Import different items into your Servic...

  • Getting Started Tips

    Welcome to Service Autopilot! We are thrilled t...

  • Tasty Tidbits

    The Service Autopilot Training Team has been co...

  • Release Notes | January 20th, 2023

    Highlights We are always improving Service Aut...

Knowledge Base

  • CRM

    Information pertaining to the Customer Relationship Management features in SA such as Accounts and Estimates.

  • Scheduling

    Articles and Videos pertaining to the Scheduling section such as the Dispatch Board and Calendar.

  • Accounting

    Articles and Videos pertaining to the Accounting section such as Invoices and Payments.

  • Marketing

    Information about Marketing features, including Forms and Sales Campaigns.

  • Team

    Articles and videos pertaining to the Team section, such as Employees and Vendors.

  • Reports

    Articles and videos pertaining to the Reports section. This includes both the Report Center and Legacy Reports.

  • Settings

    Information pertaining to the areas found by clicking the cog icon in the top-right corner of your SA account.

  • Mobile Apps

    Articles and videos pertaining to the Legacy and Team apps.

  • Client Portal

    Articles and Videos pertaining to the Client Portal add-on.

  • Automations

    Articles and videos pertaining specifically to Automations - a ProPlus feature of SA.

  • Getting Started & Training

    This is where you can find past webinar videos, the On Demand Classes pages, and other general SA information.

  • What's New at SA

    Go here to find the latest details about Service Autopilot software as well as our company. We'll have the latest release notes, new training resources, and other updates about SA.

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Email: support@serviceautopilot.com | Phone: 972-728-4040