Skip to main content
Logo

Help Center

Training at SA
Submit a request Sign in
Hi! How Can We Help?
Search our knowledge base for answers to common questions
  1. Service Autopilot
  2. Settings

Settings

Information pertaining to the areas found by clicking the cog icon in the top-right corner of your SA account.

  • User Roles and Rights

    Information about the permissions that control access to SA - User Roles & Rights

  • Integrations

    Information about other apps that integrate into SA

  • Company

    Company Settings, the Client Portal, and miscellaneous company information

  • CRM

    Information about CRM Settings

  • Scheduling

    Information about Scheduling Settings

  • Chemical Tracking

    Instructions for setting up and using the Chemical Tracking feature

  • Accounting

    Information about Accounting Settings

Can't find what you're looking for?

Let us help you!

Submit a request

Copyright © BACKTELL LLC, All Rights Reserved. Service Autopilot is a trademark of BACKTELL LLC. Terms of Service and Privacy Policy.

Email: support@serviceautopilot.com | Phone: 972-728-4040