My Day Page - Training Materials

New Members often see the panel on the My Day page and think that's all the training that Service Autopilot offers. Nothing could be further from the truth! We are constantly creating new materials to help our Members master SA and grow their businesses.
Your My Day page will have a link to the 5 Quick Start Videos if you've recently signed up:


If you find that you're unable to access these videos on your My Day page, you can view them just below.

Quick Start 1 Quick Start 2 Quick Start 3 Quick Start 4 Quick Start 5


These Quick Start Videos will give you a broad overview of the core functionality of SA and are not a deep dive into the full functionality of the system. Check out the Get Up and Running course if you're ready for a deep dive. This is an interactive training course that'll walk you through the basic SA workflow. The course contains several videos and articles full of information in one easy-to-use place. 

The Help Center is also full of hundreds more resources that'll help you use SA. You can even browse by category since the HC is designed to follow the layout of SA, or you can use the search bar to find the exact answers you need.

If you feel like you need individualized attention, you can schedule a one-on-one training session with one of our trainers. They have SA and industry experience to ensure you find the best possible solutions for YOUR business. Need to get away from your office to hone your SA skills? We also offer in-person training at our office in Richardson, TX.

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