Onboarding at Service Autopilot consists of five steps.
In this call, a Launch Consultant will fill you in on the onboarding process, consisting of four classes that you’ll take over the course of four to eight weeks. You’ll have the option of three different days and times for each class.
Class Series (One hour each; please attend in order)
Class 1: LIFT
LIFT is your introduction to SA. This class will walk you through uploading your company logo, adding services, products, custom fields, clients, sales tax records, employees, and teams/crews.
Class 2: BOOST
In this class, we will instruct you on adding jobs, dispatching and completing jobs, along with routing, invoicing, and applying payments.
Class 3: SOAR
This class covers communication within Service Autopilot. You'll learn how to create custom emails, send emails in bulk and to individual clients, check email activity, and use tickets.
Class 4: ORBIT
This is the last and final class of the four-part learning series. You'll learn about estimates and how they can be created and electronically signed online.