Service Autopilot offers a four-part series of classes to get new members on board.
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.
- Go through the 7-Step Setup process to set up your new SA account.
See the 7-Step Setup Wizard for information.
- QuickBooks users: Sync your business with Service Autopilot.
See the Quick Guide to the QuickBooks Sync for information.
- Review the welcome packet for your subscription: Startup Onboarding Guide, Pro/Pro Plus Onboarding Guide.
- View the Service Autopilot layout tour. As the first step in your onboarding process, this video will take you on a brief tour of our layout.
- Download the Launch Bundle for your subscription: Pro, Pro Plus.
Below is a list of helpful links that you can visit after attending LIFT.
- Add an Employee (Video)
- Add a New Team (Video)
- Add Products (Video)
- Add Services (Video)
- Custom fields (Video)
- Company Logo (Article)
- Enabling Sales Tax (Article)
- Set Up Sales Tax Records (Video)
- Create Clients (Video)