Add a Package to a Client Account

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:

  1. Navigate to a Client Account.
  2. Click Add a Job > Add a package job. 

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  3. On the New Package overlay, select a Package you want to schedule from the dropdown list. 

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  4. Select the terms for Package Renewal. 

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  5. De-select any Package rounds which you do not want to schedule for the Client.
  6. Edit line item details as necessary.
  7. Click Save.

For a detailed video about Packages, click here.

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