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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

  • Using FleetSharp on the Dispatch Board

    The FleetSharp integration can be used on the D...

  • Using FleetSharp to Verify Punches on Timesheets

    Anytime a tracker enters or leaves a job, we cl...

  • Updated QuickBooks Desktop Sync

    If you sync QuickBooks Desktop with Service Aut...

  • Set Up FleetSharp Integration

    The Service Autopilot FleetSharp integration al...

  • FleetSharp FAQs

    How do I sign up for FleetSharp? You can sig...

  • Service Autopilot Training Options

    The Service Autopilot training team is delighte...

  • Getting Started Tips

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

  • 📽️ Tasty Tidbits - Winter is Coming! Learn the Snow System - Part 2

    This video is the second in our two-part Snow S...

  • Tasty Tidbits

    The Service Autopilot Training Team has been co...

  • Release Notes | December 8, 2023

    Highlights We have focused on high-priority is...

  • Release Notes | October 20, 2023

    Highlights We have been working this month to ...

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