Service Autopilot offers a four-part class series to help onboard new members.
LIFT is your introduction to SA. This class will walk you through uploading your Company Logo, adding Services and Products, Custom Fields, adding Clients and Sales Tax Records, Employees, and Teams.
The next step in onboarding is to watch the BOOST class in the Help Center.
If you have any questions regarding the topics we cover, please don't hesitate to email your Customer Adoption Manager at email@example.com.