Service Autopilot Training Options

The Service Autopilot training team is delighted to offer multiple training types, providing the right flexibility for our members. From virtual one-on-one training sessions to in-person regional training events, we know you will find an option that helps your team and profits grow!


Virtual Group Training

We offer Basic and Advanced courses for Virtual Group Training. By attending a combination of options, you'll have everything you need to be a Service Autopilot Rockstar! The sessions are filled with all the knowledge our trainers can offer, ensuring you are armed with the most important tools to grow your business.

The Basic Virtual Training is a 1-day session designed to give you a foundational knowledge of all the fundamentals needed to successfully integrate and operate Service Autopilot for your business.

The Advanced Virtual Training is a ½-day session, designed for businesses that need to learn on the go. It's great for those ready to learn the best tips and tricks for scheduling work, keeping up with client relationship task management, and identifying the best operational reports.

Basic Advanced

Basic Virtual Training

This 1-day virtual training will give you foundational knowledge on all the fundamentals needed to successfully integrate and operate Service Autopilot for your business.

  • You will learn:
    • Basic setup of Clients, Resources, Services, and Products
    • CRM (Client Relationship Management) Tools for Calls, Emails, Texting, and Tickets
    • Scheduling, Team App, Invoicing, and Estimates
  • 2024 Dates:
    • February 13
    • April 18
    • May 21 - Special Training - "The New SA"
    • August 14
    • October 15
    • December 5
  • Time: 9 AM to 4 PM Central Time
  • Price: $399.00 per company

Click Here to Register


One-on-One Virtual Training

Suppose you feel like you need individualized attention for the report center, automations, or any other area of Service Autopilot. In that case, you can schedule a one-on-one training session with one of our experts. They have the SA and industry knowledge you need to ensure you’re finding the best possible solutions for YOUR business. 
The agenda for this training is tailored to your needs at the time of scheduling, and each session is one hour long. Dates and times are flexible.

Click Here to Register


½ Day and Full Day Virtual Training

Personalized ½ Day and Full-Day training sessions are available. These sessions are instructor-led, and you set the agenda.
This is an excellent option if you’re struggling to get started with SA, hired a new employee (or employees), and don’t have the time to train them yourself, or if you’ve ever wanted more time with an SA trainer after finishing a one-on-one session.

  • Dates - Flexible
  • Price - ½ day - $399.00 | Full-day - $799.00 

Click Here to Learn More


On-Site Training

For the first time ever, Service Autopilot is bringing the training directly to YOU. We are proud to offer On-Site training for you and your employees, so you can learn firsthand how to master our features.
This means an SA trainer will visit your company and present curated training on the topics of your choice, providing a direct and personalized learning experience. This is great for members who thrive by interacting with our instructors and other learners. 

  • Dates - Flexible
  • Price - Contact your Account Manager to discuss package options for pricing

Click Here to Request More Info

Regional Training Events


You don't want to miss out on Service Autopilot's Local Regional Training Events! Our 2-day events give you direct access to our expert Training Project Managers, who've instructed thousands of members on the SA platform. Any questions you have, they can answer! You'll walk away empowered with the tools and confidence you need to fully incorporate SA into your business.

By attending, you'll maximize the potential of your Service Autopilot account in an intimate event setting where you'll feel comfortable asking questions related to your business and financials. It's the perfect opportunity to interact with other members of the service community and form business relationships across multiple platforms.

Click Here to Learn More


Custom Training Options

If none of the options listed above fit your needs, don't worry. We have a team of Training Project Managers that'll help you find a solution that fits your circumstances. For example, maybe you want a one-on-one session at a time out of our normal working hours or to schedule 3 hours of training time when you can bring a few of your field employees to learn about the mobile app.  Or maybe you'd like to get away from the distractions in your office, come to Dallas for a few days, and have a dedicated trainer help you with some of the things on your SA to-do list that you've been putting off for a while.  We can help! Schedule a 30-minute discovery meeting with one of our Training Project Managers so we can determine your needs and possible solutions.

  • Locations, dates, and times - Flexible
  • Price - Custom quotes will be provided 

Click Here to Schedule

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