There are several ways to add a new Package Job to Service Autopilot. This article will walk you through this process from a Client Account:
- Navigate to a Client Account.
- Click Add a Job > Add a package job.
- On the New Package overlay, select a Package you want to schedule from the dropdown list.
- Select the terms for Package Renewal.
- De-select any Package rounds which you do not want to schedule for the Client.
- Edit line item details as necessary.
- Click Save.
For a detailed video about Packages, click here.