Service Autopilot is a quickly growing, successful 80+ person software company. We are quickly establishing ourselves as the go-to company for the Field Service industry. Our members find our software to be an invaluable tool in managing and growing their entire business. New Message Center General Release - We are now expanding the release of the new Message Center to all members who currently have two-way texting. It will be available via the version toggle on the Message Center page. The new Message Center experience will reduce message clutter so you can easily communicate about services …Overview of Client Accounts. June 25, 2020 19:39. Individual Client Account screens are divided into several sections: Contact Information, Account Balance and related information, Office Notes, Tags, Jobs, a Timeline, and more. Each section organizes related information about a Client/Lead and is positioned for viewing the most …Service Autopilot features GPS-based property measurement which allows users to calculate the property size online without an onsite visit. Save hours of time every week with automatic invoicing. Send …To enable Notifications, use the following steps: Go to Team > Employees. Select the name of the user you would like to edit. Click Edit. Check the box that says "Notify" next to each alert you would like to turn on. Click Save . Notifications appear on the right side of the My Day screen and under the bell icon in the navigation bar.What is Service Autopilot? Gain TRUE business growth with the #1 total solution software for the Lawn and Landscape industry. Manage clients, jobs, billing, and so much more. Add an Employee. 📽️ Add Employee - Video. Change or Reset an Employee Password. Employee Account - Enable Notifications. Employee Account - Enable Office Time Clock. Add a Chemical Applicator License Number. Set Up a Service Autopilot User. 📽️ Set Up a Mobile Only User - Video. 📽️ Add a Sales Representative - Video. Service Autopilot features GPS-based property measurement which allows users to calculate the property size online without an onsite visit. Save hours of time every week with automatic invoicing. Send …Windows Autopilot is a collection of technologies used to set up and pre-configure new devices, getting them ready for productive use. Windows Autopilot can be used to deploy Windows PCs or HoloLens 2 devices. For more information about deploying HoloLens 2 with Autopilot, see Windows Autopilot for HoloLens 2. You can also use …Service Autopilot is a platform that helps you automate, delegate, and grow your business. Learn about its features, culture, training, and how …Feb 28, 2024 · Service Autopilot’s new and improved field service app will put you in control of your time, scheduling, expenses, employees, marketing, profits and sanity. Over 15,000 users rely on Service Autopilot as their cloud based full business system to run and organize the daily operations of their business. Service Autopilot will help you: 1) Grow ... Note that Service Autopilot is frequently updated, so the appearance of the screen in a guide might be slightly different from what you see on your screen, but the concepts are …Add Notes to an Estimate. Follow. June 25, 2020 12:40. On the Estimate overlay, you can add additional information by clicking the Paper icon on the right of each line item: This will reveal a dialog with several tabs: Estimate Desc. – Defaults to the Service-level Invoice description if an Estimate Description is not customized at that level.Assign Permissions to Use the Wall Clock. Before anyone can use the Wall Clock, you must first enable permissions for use. To enable permissions, follow these steps: Go to Settings > Company > User Roles & Rights. Click a role in the list. Click the Accounting tab. In the “Payroll Access” list, check View Wall Clock . Click Save .Downloading the App. To download, the user will need to visit their app store and search "SA Manage Service". Once they download the app to their device of choice, they will use the same login credentials that they use for the full site. When the user logs in, they will have the option to enable Face ID so they do not have to use a username and ...FILE - A Tesla sign is seen at a dealership, Dec. 3, 2023, in Buena Park, Calif. A Tesla that may have been operating on the company's Autopilot driving system …Email Integration - Overview. 📽️ Set Up Email Integration - Video. Set Up Email Integration. Set Up Email Forwarding for Email Integration. Disconnect an Integrated Email Address. Set Up Credit Card Processing. About ACH. Set Up QDS with SA. Set Up SendJim Integration.Once you have subscribed to Two Way Texting, you can access Settings > Two Way Texting to manage your subscription. At the top of the page you will see your purchased phone number and a drop down for alerts. Selecting a user in this drop down will send that user an alert when your company is nearing the max amount of pre-purchased …What is the Help Center? It's a hub of information about all the functionality in Service Autopilot. Our Help Center is now public, which...Allows the right to view, edit, and dispatch jobs from the dispatch calendar. Asset Tracking. Allows the right to view, create, and edit assets in Service Autopilot. View/Edit Asset Purchase Info. Allows the right to view and edit asset purchase information. View/Edit Asset Forms. Allows the right to view and edit asset forms. Get Schedule Alerts.Information about Invoices. Search our knowledge base for answers to common questionsAutopilot. Autopilot advanced safety and convenience features are designed to assist you with the most burdensome parts of driving. Autopilot introduces new features and improves existing functionality to make your Tesla safer and more capable over time. Autopilot enables your car to steer, accelerate and brake automatically within its lane.Service Autopilot by Xplor. Put Your Service Business On Autopilot. Here's a glimpse of what Service Autopilot can do for your business: -Build Better Client Relationships -Win …(972) 728-4040 Log In to Service Autopilot. Log In Forgot your Password?Service Autopilot Member Login. (972) 728-4040. Log In to Service Autopilot. Log In. Forgot your Password?Note: Documents cannot be imported into Service Autopilot. You can paste the HTML or plain text into a new custom Document, however. To create a new Estimate Document, follow these steps: Go to Settings > Documents. Click the Add Document button on the top right. For Document Type, select Estimate .Follow. November 09, 2021 16:13. This is a client-facing guide with step-by-step instructions for using the Client Portal and Manage Service app. We encourage you to send this PDF to your clients. Client Portal User Guide for Clients April2022.pdf. (3 MB) Imagine What Your Clients Can Do With the Client Portal…. Keep their card on file. View and print their invoices. View open or unresolved issues. Directly pay their invoice or account balance. View their payment history and current account balance. Update their account and contact information. Request services… which opens a ticket in your ... That’s why, over the coming months, each V3 release will give you a more simplified, consistent Service Autopilot. You’ll see streamlined workflows that just make sense. V3 is focused on the people who use our software. The logic you’ll see unveiled adds a more human, intuitive dynamic to the system. You’ll begin to move flawlessly from ... Service Autopilot Member Login. (972) 728-4040. Log In to Service Autopilot. Forgot your Password? Downloading the App. To download, the user will need to visit their app store and search "SA Manage Service". Once they download the app to their device of choice, they will use the same login credentials that they use for the full site. When the user logs in, they will have the option to enable Face ID so they do not have to use a username and ...The Job Wizard can be accessed in two ways. On the Account Review Overlay under the Actions menu on the left, or from the Quick Add plus icon in the top right while you are on an existing v3 screen. The Job Wizard is divided into three different tabs to streamline the workflow of scheduling a Job: 1. Setup. What is this job called: this is the ... Service Autopilot Keeps Your Company Growing. We’ve created the all-in-one software that helps you run your service business even more efficiently. Sell more work with custom forms and built-in marketing tools, and go faster with Automations - the most powerful growth tool in the industry. We’re here to help you put your success and ... Service Autopilot has been great for us, we are continually impressed with their customer service, training, and the benefits it has and is brining our company. The potential for making mistakes in scheduling jobs is high. These user mistakes can lead to jobs simply disappearing, or unable to be found. Basic Info - ServiceAutopilotSignUpForm. EXPERIENCE GROWTH. ON AUTOPILOT! With Service Autopilot we make it easy for you to automate your business by collecting payments on time (every time), win more jobs with quick estimates, and instantly schedule, route, and optimize jobs! All so you can grow your business faster.Our state-of-the-art servers are protected by biometric locks and 24-hour surveillance. Our software and infrastructure is updated regularly with the latest security patches. Our network is protected by an enterprise-class firewall and SSL encryption. Click here to read more about our security, backup procedures and system up-time.June 25, 2020 12:35. Click the link below to download and view the Payroll Report & Timesheets. This User Guide explains the Payroll Report, Timesheets, and the Wall Clock. Payroll-Timesheets-userguide_v1.1-1.pdf. (600 KB) Basic Info - ServiceAutopilotSignUpForm. EXPERIENCE GROWTH. ON AUTOPILOT! With Service Autopilot we make it easy for you to automate your business by collecting payments on time (every time), win more jobs with quick estimates, and instantly schedule, route, and optimize jobs! All so you can grow your business faster. Service Autopilot by Xplor Software Development Richardson, TX 1,102 followers Get a more productive team, automate your time-consuming tasks, and grow faster than anyone else in your market. Feel free to contact us and one of our friendly representatives will be eager to assist in any way possible. Chat: Click the Help button then click Live Chat. Type in your contact information and question. We have a team of Support Representatives ready to assist you! Phone: (972) 728-4040. Email: [email protected]. You can assign multiple Jobs to a Master Schedule. To add a Master Schedule, follow these steps: Go to Settings > Master Schedules. Click Add Schedule. Enter the Schedule Name and optional Description. Make sure your schedule is Active . Select the dates you want to add to the schedule by clicking on each. Dates will turn dark gray …Select Devices > Windows > Windows enrollment > Devices (under Windows Autopilot Deployment Program) > Sync. After the device appears in your device list, and an Autopilot profile is assigned, restarting the device causes OOBE to run through the Windows Autopilot provisioning process. On first run, you're prompted to approve the …BID FASTER. WIN MORE CLIENTS. MAXIMIZE YOUR ROUTES. Smart Maps upgrades all of your maps in Service Autopilot. Smart Maps allows you to automatically optimize your routes, capture new clients in real-time, and even measure properties from your office. ADD SMART MAPS.Service Autopilot helps businesses manage their operations more effectively throughout the service cycle. From generating leads and providing customer service to …Service Autopilot offers a four-part series of classes to get new members onboarded. LIFT is your introduction to SA. This class will walk you through uploading your company logo, adding services, products, custom fields, clients, sales tax records, employees, and teams. Go through the 7-Step Setup process to set up your new SA …Training Videos. Videos pertaining to the setup and use of new Service Autopilot accounts. Follow. 📽️ Intro I: Get Up and Running. 📽️ Intro II: Invoicing and Getting Paid. 📽️ Mobile I: Using the Mobile App in the Field. 📽️ Mobile II: Administering the Mobile App. 📽️ Document Editor - Video.Hover over your profile icon and click Import/Export. Click Import Data in the new tab that appears. Select what you are wanting to import from the "Import Type" dropdown menu, such as Schedules. Click the Download Template button to save and edit an Excel worksheet of the items that need to be imported.(972) 728-4040 Log In to Service Autopilot. Log In Forgot your Password?About Two-Way Texting. Follow. August 06, 2021 08:20. Two Way Texting provides an efficient way to communicate with clients. However, there are some limitations to be aware of before subscribing to this service: MMS is only supported in the new Message Center. Group Messages are not supported.Optimize Your Time andEfficiency Like Never Before. The new email integration bridges the gap between your Gmail or Outlook emails and Service Autopilot account. Imagine all of your communications being streamlined into one simple place! Plus, the new email integration syncs with your Tickets and Automations. ADD EMAIL INTEGRATION NOW!(972) 728-4040 Log In to Service Autopilot. Log In Forgot your Password?(972) 728-4040 Log In to Service Autopilot. Log In Forgot your Password?Service Autopilot has been an amazing timesaver for me. Before I started using the Service Autopilot program, I would spend 2-3 hours a night setting up my routes for my crews. Once I got set up with Service Autopilot, it cut down on my time tremendously! I was able to cut my time down to around 5-10 minutes a day, just checking over my routes.Online customer portal. Both Jobber and Service Autopilot provide a customer portal that lets you provide a better customer experience for clients. Jobber’s online customer portal gives your customers 24/7 access to the information they need. They can request work, view appointment details, approve quotes, review scheduled jobs, and …This section contains a selection of downloadable User Guides. These often go beyond the information covered in our Knowledge Base Articles. Note that Service Autopilot is frequently updated, so the appearance of the screen in a guide might be slightly different from what you see on your screen, but the concepts are the same. 7-Step Setup Wizard.Either double-click on an empty time slot or left-click and drag through empty time slots. Double-click on the pencil icon to open the Schedule Item dialog. Select Job or Calendar Event. Click Select. This … Service Autopilot Keeps Your Company Growing. We’ve created the all-in-one software that helps you run your service business even more efficiently. Sell more work with custom forms and built-in marketing tools, and go faster with Automations - the most powerful growth tool in the industry. We’re here to help you put your success and ... Service Autopilot. Accounting. Contracts and Installment Plans. Contracts and Installment Plans. Information about V3 Installment Plans and V2 Contracts.Put Your Service Business On Autopilot. Get Control of your time, scheduling, expenses, employees, marketing, profits, and your life with software built for...They won’t need to log in to SA to view the content. To get to the home page of the Help Center, click the Service Autopilot logo at the top-left of this page: This will take you to the home page: The fastest way to get the answers you want is to use the search bar. This will query nearly a thousand different items including text articles ...Feb 28, 2024 · Service Autopilot’s new and improved field service app will put you in control of your time, scheduling, expenses, employees, marketing, profits and sanity. Over 15,000 users rely on Service Autopilot as their cloud based full business system to run and organize the daily operations of their business. Service Autopilot will help you: 1) Grow ... The Help Button in Service Autopilot is a useful tool for getting to a variety of different resources provided by SA. Look for the question mark icon on the right side of the navigation bar: Click the button to launch the Quick Help widget: This menu offers a few options. You'll also see some suggested articles you can access with one click.To create an Event, follow these steps: Navigate to Scheduling > Dispatch Snow Jobs. Click the Plus Icon to the right of the Actions menu and event list dropdown. The Add Event overlay appears. Change any fields as needed and click Save. Dispatch Status - Select the current status of your event. Pending - Set up and planning.What is the Help Center? It's a hub of information about all the functionality in Service Autopilot. Our Help Center is now public, which...Service Autopilot allows you to give more than one Employee permission to use the full site and Mobile Apps. Users with their own logins are able to get notifications and alerts, save special client views from the Dispatch Board and within the Client list, clock in and out of work, creating a time stamp for time sheet verification, and customize many …To build Estimate Templates, follow these steps: Go to Settings > CRM > Job/Estimate Templates. Click Add Template. This will open the New Template overlay. Add a name for the template in the Description field. For "Show When Creating," select Estimates. This will adjust the overlay slightly. For Est. Document, select the Document …Optimize Your Time andEfficiency Like Never Before. The new email integration bridges the gap between your Gmail or Outlook emails and Service Autopilot account. Imagine all of your communications being streamlined into one simple place! Plus, the new email integration syncs with your Tickets and Automations. ADD EMAIL INTEGRATION NOW!ON AUTOPILOT! With Service Autopilot we make it easy for you to automate your business by collecting payments on time (every time), win more jobs with quick estimates, and …Simply put, Automations allows Service Autopilot to automatically perform activities. Set it once, and it will go - by itself - until you say stop. This tool is designed to help you cut down on labor, and speed up everyone on your team. The Official Service Autopilot Academy is an exclusive group for people like you. Get 25-30% off Pro, Pro Plus, and Elite! Get Demo (972) 728-4040 LOGIN. WATCH TOUR ... Log In to Service Autopilot. Log In. Forgot your Password?Autopilot. Autopilot advanced safety and convenience features are designed to assist you with the most burdensome parts of driving. Autopilot introduces new features and improves existing functionality to make your Tesla safer and more capable over time. Autopilot enables your car to steer, accelerate and brake automatically within its lane.November 13, 2020 12:11. Click the link below to download and view the Tickets User Guide. This User Guide contains all relevant information on Ticket functionality. Tickets User Guide Jan 2022.pdf. (1 MB)Your Business, Your Choice. The Service Autopilot training team is delighted to offer a variety of training types (from in-person to virtual) and times to work with busy service businesses like yours. We maximize our time together so that you leave with a TON of knowledge, strategies you can implement ASAP, and perhaps even some automations ...Login to Service Autopilot Username: Password:Select Devices > Windows > Windows enrollment > Devices (under Windows Autopilot Deployment Program) > Sync. After the device appears in your device list, and an Autopilot profile is assigned, restarting the device causes OOBE to run through the Windows Autopilot provisioning process. On first run, you're prompted to approve the …Service Autopilot has implemented an interactive process to help identify and prevent the possible duplication of newly created Invoices, Payments, and Credits which have synced with Quickbooks. Duplicate transactions can potentially be created when SA sends a new transaction to QB and does not receive a response back from QB. The …The two-way QuickBooks Sync is unique to Service Autopilot. This is the only platform in our industry that fully integrates with the QuickBooks API. When you update something in QuickBooks Desktop or QuickBooks Online, that information will automatically update in Service Autopilot. Likewise, update something in Service Autopilot and QuickBooks ...Service Autopilot helps businesses manage their operations more effectively throughout the service cycle. From generating leads and providing customer service to …Dispatch Jobs Information about the area found by going to Scheduling > Dispatch Jobs (the Dispatch Board)To make a Prepayment in the Client Portal, the client must follow these steps: By default, the credit card on file will be selected. Click Use Different Credit/Debit Card to enter a different card: Enter the amount of the Prepayment in the Amount to Prepay field. Click the green Prepay button. A message will display to confirm the transaction.Texting a client can only be done from the Job Detail. To do this, use the following steps: On the Dispatch Board, click the Service for the client you wish to text. On the Job Detail, hover over the More dropdown list. Select Send Text . On the Text Message dialog, enter your message. If the Cell Phone Number and Cell Provider are on the ...Delivering 90% approval rates, all in just seconds. From a single person shop to the largest mega dealers, OPTIMUS is the platform to help you be more profitable. With OPTIMUS and Service Autopilot, you can streamline your company’s financing for even more success. Best of all, there is no enrollment cost and funds are direct-deposited in 1-2 ...BID FASTER. WIN MORE CLIENTS. MAXIMIZE YOUR ROUTES. Smart Maps upgrades all of your maps in Service Autopilot. Smart Maps allows you to automatically optimize your routes, capture new clients in real-time, and even measure properties from your office. ADD SMART MAPS.Simply put, Automations allows Service Autopilot to automatically perform activities. Set it once, and it will go - by itself - until you say stop. This tool is designed to help you cut down on labor, and speed up everyone on your team.Service Autopilot has brought the whole spectrum of a service business together in an easy-to-use format for us. From incoming leads to re-marketing to previous customers and everything that happens in between Service Autopilot is a complete solution that saves times, increases efficiencies and pays for itself.Is Service Autopilot the right Landscape solution for you? Explore 132 verified user reviews from people in industries like yours to make a confident choice.
Step 1: Employee Total Payroll Burden. Go to Team > Employees and select an employee record. Click Edit . On the Edit Employee screen, click the Payroll/Job Costing tab. The Total Labor Burden Hourly Rate is recorded on the right. Note: Labor Burden is the cost for an employee, such as Gross Pay + Taxes + Insurance, etc.. Go login
To sync using the new QuickBooks Desktop application, follow these steps: On the QuickBooks Desktop Sync overlay, log in to your SA Account: Updated QuickBooks Desktop Application Part 1. Click for sound. 0:24. Open your QBD and connect the Event Processor: Updated QuickBooks Desktop Application Part 2. Click for sound.(972) 728-4040 Log In to Service Autopilot. Log In Forgot your Password?Go to Settings > User Role & Rights > (role) > CRM tab. Under the "Text Messages" column, select the checkbox next to "View Message Center". Once enabled, the Message Center is available from the CRM tab in the navigation bar. Note: "Remove Text Message Feed" allows users to hide text messages in the Message Center.Note that Service Autopilot is frequently updated, so the appearance of the screen in a guide might be slightly different from what you see on your screen, but the concepts are …About this app. Service Autopilot’s new and improved field service app will put you in control of your time, scheduling, expenses, employees, marketing, profits and …Create a Client Email. Go to Settings > CRM > Documents. Click Add Document on the top right corner of the Document list page. For Document Type, select Client Email. Enter a document name and description (for your reference only; these are not seen by the Client). Enter an email subject, which will appear on the subject line of the … Information about Forms. Search our knowledge base for answers to common questions November 09, 2021 17:33. Click the below link to download the Client Portal User Guide for Members. This guide for Members describes setting up the Client Portal and how you can assist your clients if they need help. Client Portal User Guide for Members April2022.pdf. (800 KB)Jun 25, 2020 · Services and Products work together in Service Autopilot, but they work separately for Job Costing. A Service is always required in order to have a Product on a Job. The Product “Cost” is the company’s wholesale cost. The “Rate” is the retail markup (if applicable). The Cost goes on the Job Costing report. Client Portal users have the ability to reset their own password in case they happen to forget it. The user will need to know their username and the answers to their security questions OR the email address they have on their account.To deregister an Autopilot device from Intune: Sign in to the Microsoft Intune admin center. In the Home screen, select Devices in the left pane. In the Devices | Overview screen, under By platform, select Windows. Under Device name, find the device that needs to be deregistered and then select the device.The Auto-Assist tool in Service Autopilot is a way to make quick actions on an Account. This tool is only available to the Pro Plus level subscription as the Auto-Assist actions can be used to trigger Automations. Set Up. Navigate to any Client or Lead account. Auto-Assist is currently only available on the V2 Client or Lead view.Jun 25, 2020 · When you click the Sync Connector icon, it will open a screen that looks like this: Most of the functions are at the top of the Connector: Force Sync - this is how you start the sync. This button must be clicked to start the sync upon opening. QuickBooks must also be open in order to start the sync. Stop - If the sync is running, this button ... Login to Service Autopilot Username: Password:To enable Notifications, use the following steps: Go to Team > Employees. Select the name of the user you would like to edit. Click Edit. Check the box that says "Notify" next to each alert you would like to turn on. Click Save . Notifications appear on the right side of the My Day screen and under the bell icon in the navigation bar.Service Autopilot is a cloud-based field service solution for lawn care, landscape maintenance, cleaning and snow removal organizations. For businesses of all sizes, …Find answers to common questions, how-to videos, interactive courses, user guides, and more about Service Autopilot features and functions. Learn how to use SA …Add an Employee. 📽️ Add Employee - Video. Change or Reset an Employee Password. Employee Account - Enable Notifications. Employee Account - Enable Office Time Clock. Add a Chemical Applicator License Number. Set Up a Service Autopilot User. 📽️ Set Up a Mobile Only User - Video. 📽️ Add a Sales Representative - Video.Reports. Articles and videos pertaining to the Reports section. This includes both the Report Center and Legacy Reports..