Service Autopilot
Getting Started & Training
Help
How To Videos

How To Videos

In this section, you will find a selection of How-To videos. These go beyond the information covered in our On-Demand classes. Note that Service Autopilot is frequently updated so the appearance of the screen in the video might be slightly different from what you see on your screen but the concepts are the same.

Home

These videos are about key features of SA mostly relating to Settings such as how to create a new User Role and reset passwords.
CRM

Videos about CRM-related functions such as the Document Editor, Custom Fields, and Tags.
Scheduling

Videos about scheduling-related functionality such as Master Packages and Master Schedules.
Accounting

Videos related to accounting-related functionality such as Refunds and Installment Plans.
Mobile App

Videos about the Legacy Mobile App and the Team App.
Automations

Videos about Automations.

How To Videos

Home

CRM

Scheduling

Accounting

Mobile App

Automations