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 the Package you want to schedule from the dropdown list.
- Select the terms for Package Renewal.
- De-select any Package rounds you don't want to schedule for the Client.
- Edit line item details as needed.
- Click Save.
You can visit our Help Center to view a detailed video on Package Jobs.