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Service Autopilot
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
Marketing

Information about Marketing Settings

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