Welcome to Service Autopilot!

The onboarding process at Service Autopilot varies for Annual and Monthly subscription members.


Annual Subscription Members

  • Initial Setup and Onboarding Call (ISOC) - In this call, a Customer Adoption Manager will begin your onboarding process, which consists of the following:
      1. Syncing with QuickBooks if applicable
      2. The 7-Step Setup Wizard
      3. Reviewing Services, Products, Employees, Clients, and Custom Fields
      4. Adding test Clients
      5. Discussing Imports
      6. Discussing Subscriptions
      7. Discussing pre-recorded training class series
      8. Discussing Payment Processing
  • First Training Session - In this session, your Adoption Trainer will go more in-depth with:
      1. Teams and Vendors
      2. Service setup
      3. Master Schedules and Master Packages
      4. Job Workflow
      5. Routing for Recurring Jobs
      6. Mobile Apps
      7. Invoicing
  • Second Training Session - In this session, your Adoption Trainer will cover:
      1. Contracts vs Installment Plans
      2. Invoice Grids and Emails
      3. The Document Editor
      4. Emailing Invoices
      5. Payments
  • Third Training Session - In your final core session, your Adoption Trainer will cover:
      1. Lead Intake and Credit Card Forms OR the Client Portal if applicable
      2. Bulk Emailing
      3. Automations if applicable
      4. Accelerate if applicable
      5. Daily and Monthly Workflow

Your Customer Adoption Manager will discuss any further or advanced training as needed.

Tip: If you're interested in becoming an Annual Subscription Member or have questions regarding any topics we cover, please do not hesitate to email your Customer Adoption Manager at launch@serviceautopilot.com.

Monthly Subscription Members

  • Initial Setup and Onboarding Call (ISOC) - In this call, a Customer Adoption Manager will begin your onboarding process, which consists of the following:
      1. Syncing with QuickBooks if applicable
      2. The 7-Step Setup Wizard
      3. Reviewing Services, Products, Employees, Clients, and Custom Fields
      4. Adding test Clients
      5. Discussing Imports
      6. Discussing Subscriptions
      7. Discussing Payment Processing
  • Your Customer Adoption Manager will then direct you to our pre-recorded class series.
      1. LIFT - This class is your introduction to SA. It will walk you through uploading your Company Logo, adding ServicesProducts, Custom Fields, Clients, Sales Tax Records, Employees, and Teams.
      2. BOOST - This class covers Job Workflow, Routing, Invoicing, and applying Payments.
      3. SOAR - This class covers communication within SA. You'll learn how to create Custom Emails, Bulk Email, check Email Activity, and use Tickets.
      4. ORBIT - This is the last and final class of our series. You'll learn how Estimates are created and electronically signed online.
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