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Service Autopilot

To get familiar with Service Autopilot our CRM and Booking system it is highly important to dedicate at least 5 hours of training.

Please review all the features and different options here:

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See Below how you should start building up knowledge and concepts in SA

Training Seminar Agenda – Day 1 (Forms, Smart Maps, and Estimates)

Day 1
Introduction
Forms9:30am – 11:00am
Smart Maps11:00pm – 12:00pm
Advanced Estimates1:00pm – 4:00pm CST
Q+A and/or Estimates Workshop4:00pm – 5:00pm CST

Training Seminar Agenda – Day 2 (Reports)

Day 2
Dispatch Calendar9:00am – 10:00am
Payroll and Timesheets10:00am – 11:00am
Job Costing and Canned SA Reports11:00am – 12:00pm
Report Center Custom Reports/Dashboard1:00pm – 3:00pm
Reports Center Workshop3:00pm – 5:00pm

Training Seminar Agenda – Day 3 (Automations)

Day 3
Automations Implementation/Training OR Chemical Tracking9:00am – 12:00pm
Wrap Up Automations Training1:00pm – 2:00pm
Automations Implementation Workshop – Use this time to implement what you learned. Trainers will be available for questions.2:00pm – 5:00pm
Next Calendar Optimization
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