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On this page you will find a selection of How-To videos. These go beyond the information covered in our On Demand classes. Scroll down on this list to find videos on the main sections of Service Autopilot: Home, CRM, Scheduling, Accounting and the Mobile App. Note that Service Autopilot is frequently updated, so the appearance of the screen in the video might be slightly different from what you see on your screen, but the concepts are the same. Pro Tip: Press Control - F on your keyboard to search this page for videos by keyword. |
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Home |
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New User Role |
Client Portal |
Embed Legacy Forms on Website |
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New Navigation Bar and Settings |
My Account Page |
Resetting Passwords |
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CRM |
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Email Links and Unsubscribe |
Email Marketing |
Document Editor |
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Email Categories and Unsubscribe |
Marketing Campaigns |
Tags |
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Master and Sub Properties |
Custom Fields |
Seven Tips for Email Marketing |
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Scheduling |
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Renew Master Schedules |
Create Master Packages |
Renew Master Packages |
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Multi-Day Jobs |
Route Sheets and Work Order Formats |
Bulk Schedule Jobs |
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Update Client's GPS Coordinates |
Inactivate Resource and Reassign Jobs |
Master Routes |
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Dispatch from the Waiting List |
Set up a Mobile Only User |
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Accounting |
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Custom Invoice Emails |
Account Balance |
Credit Card Update Form |
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Delete Invoices |
Purchase Orders |
Refunds Non-QBO |
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Contracts |
Payroll and Timesheets |
Tips for Past Due Invoices |
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Mobile App |
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Mobile App-Bulk Clock In |
Mobile App-Update Custom Fields |
Mobile App-Update GPS Coordinates |
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Mobile App-Charge Credit Cards |
Team App |
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Automations |
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Job Date Wait Period |
Message Center |
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