December 28, 2020 14:51. This video explains how to set up an Employee or Vendor as a mobile-only Service Autopilot user. 2:15.Jun 25, 2020 · June 25, 2020 12:36. This video explains how to use Master Routes in Service Autopilot. 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 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 …You now have the tools within your reach to FIX ALL OF THE HEADACHES you experience on a daily basis. Automations are workflows that run automatically, behind-the-scenes in your Service Autopilot software. These workflows take the stress out of your invoicing, estimate follow ups, sales emails, and much more.Mar 4, 2021 · 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 ... Reasons for Switching to Service Autopilot: We needed a more comprehensive program that focused on more than just lawn care and we needed the ability to tailor the software to fit our exact needs. Kim G. President. Health, Wellness and Fitness, 51-200 employees. Used the software for: 2+ years.Information related to the QuickBooks Sync (requires an additional subscription) Articles and Videos pertaining to the Accounting section such as Invoices and Payments. Pros: This software seamlessly allows us to bid a job, win the bid, schedule the work, dispatch the work, perform the work, and bill the work. Front to back workflow is awesome. Cons: Somewhat of a steep learning curve. Service Autopilot is so expansive and can do so much that it can be overwhelming for a new user. 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.Jul 27, 2023 · 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. 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. (972) 728-4040 Log In to Service Autopilot. Log In Forgot your Password?Service Autopilot develops business management software for the Field Service Industry. We offer business owners an all-in-one software system, which handles scheduling, invoicing, and customer service responsibilities. Our software helps thousands of Lawn and Landscaping, Snow Removal, Cleaning, and other field service entrepreneurs build ...Put Your Service Business On Autopilot. Get Control of your time, scheduling, expenses, employees, marketing, profits, and your life with software built for...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 …We made a change to the Windows Autopilot self-deployment mode and pre-provisioning mode experience, adding in a step to delete the device record as part of the device reuse process. This change impacts all Windows Autopilot deployments where the Autopilot profile is set to self-deployment or pre-provisioning mode.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 ... Information about Forms. Search our knowledge base for answers to common questions Service Autopilot will help you: 1) Grow your business. 2) Organize your business. 3) Maximize the profits of your business. Mobile Features (partial list): • Scheduling & Invoicing – work your schedule, book one-time & waiting list jobs, invoice and receive payments. • Client Management – view past & upcoming jobs, installed equipment ... Service Autopilot by Xplor, Richardson. 9,773 likes · 82 talking about this. Work less and grow faster. One service business software to automate everything. Part of Xplor.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 ... 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)Reports. Articles and videos pertaining to the Reports section. This includes both the Report Center and Legacy Reports.We've been working to address performance issues on the Dispatch Board, and across Service Autopilot in general. We found that a lot of the performance issues on the Dispatch Board end up affecting the rest of the site. Moving to a more efficient version of the Dispatch Board will lead to better performance on the Dispatch Board, and …When refunding a Payment, this will be created automatically if the Payment has been applied. Credit Refund: This is a refund transaction that is used to offset the Payment Credit. Since any allocated payment amount is already removed from the Client’s balance, you don’t want that removed a second time. A Credit Refund’s total will always ...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 …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. 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. Service Autopilot is a field service management software with specific versions for the lawn care, professional cleaning, snow removal, and landscaping industries. Key features …Information related to the QuickBooks Sync (requires an additional subscription) Articles and Videos pertaining to the Accounting section such as Invoices and Payments.The V2 Client Screen. From the V2 Client screen, you'll see text near the top that reads Registered for the Portal: If a client has not registered, no text will display in this area. You can also see when the client registered for the portal by accessing the Audit Trail. Go to More > Audit Trail to open the overlay.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 …Information about Invoices. Search our knowledge base for answers to common questions 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 automated email invoices after the service is complete. Track key performance metrics with custom reports. 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 …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.Ron’s Recommendations, in plain English: An iPhone 7/8 or any from the current X line, iPad Pro, or iPad Air 2 (for iPads, ensure it was made in the last two years) Samsung, Sony, Nexus, Motorola, etc. These are recognizable electronics companies. “6.0 or 8.1” refers to the operating system of the phone.Mar 4, 2021 · 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 ... Learn the basics of Service Autopilot, including how to set up clients, services, employees, and jobs. Become familiar with the basic workflow of Service Autopilot, from setup, dispatching, invoicing, and getting paid. Using SA Mobile Apps: Learn all about Service Autopilot's Team App and Legacy App to help you complete …Jun 25, 2020 · June 25, 2020 12:39. There are some settings in SA that apply globally to all Estimates. These are housed under Settings > Estimate Settings: Below, you will find an explanation of all the fields on this screen: Show Grid Lines. Select the checkbox to show grid lines on the Estimates Grid. (This applies to only the legacy Document Editor.) 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.Jul 26, 2021 · Step 1. Company Settings. It’s crucial to enter your active company email address because correspondence from SA will go here. Enter your company name as you would like it to appear to your clients. This can be either your actual company name or how you want your clients to know you. Jun 25, 2020 · What you see here is primarily determined by your User Role and Rights. First, you'll see My Day is highlighted in the Navigation Bar. This tells you where you are. There are several categories that lead to other locations: CRM - This stands for Client Relationship Management. It's where you'll find things relating to clients, potential clients ... 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 …Reviews of Service Autopilot. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if Service …V3: Form Field Mapping. Many Form fields can be associated with or mapped to fields in Service Autopilot. This means that when a Form is filled out, the data in the mapped fields goes directly into the corresponding Account field in SA. One advantage of field mapping is that any mapped fields for known Accounts will pre-populate the data in ...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)List View. The list view gives field users the option to perform bulk actions on jobs, like starting or skipping multiple jobs. 1. Tap the List button to see details for all jobs that day, including the time allotted and services planned for each client, then select the check boxes for one or more jobs.; Tap Start Work At Job Site to clock into the jobs …Service Autopilot is a cloud-based field service solution for lawn care, landscape maintenance, cleaning and snow removal organizations. For businesses of all sizes, … Service Autopilot Member Login. (972) 728-4040. Log In to Service Autopilot. Forgot your Password? Reasons for Switching to Service Autopilot: We needed a more comprehensive program that focused on more than just lawn care and we needed the ability to tailor the software to fit our exact needs. Kim G. President. Health, Wellness and Fitness, 51-200 employees. Used the software for: 2+ years. Service Autopilot is a field service management software with specific versions for the lawn care, professional cleaning, snow removal, and landscaping industries. Key features include routing, invoicing, marketing, CRM, and accounting tasks. It also includes client billing and scheduling. Nov 13, 2020 · 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) (972) 728-4040 Log In to Service Autopilot. Log In Forgot your Password?Service Autopilot by Xplor, Richardson. 9,773 likes · 82 talking about this. Work less and grow faster. One service business software to automate everything. Part of Xplor.This article will explain step by step how to quickly get started with the Client Portal. Adjust the Client Portal settings to your company’s requirements. Go to Settings > Client Portal Settings and adjust the settings as needed. This step’s actions will completely depend on your company. However, we highly recommend, at minimum, adjusting ...Highlights. We have focused on high-priority issues for this release with many bugs being fixed, including report center, mobile, and invoicing issues. We have also added some improvements to features, such as Client account optimizations and improvements to alerts. Lastly, we have a few new items including new alerts and new …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.May 23, 2022 · This 1-day virtual training will give you foundational knowledge on all the fundamentals needed to successfully integrate and operate Service Autopilot for your business. You will learn: Basic setup of Clients, Resources, Services, and Products. CRM (Client Relationship Management) Tools for Calls, Emails, Texting, and Tickets. This video covers Enhanced Product Invoicing. 3:21. Previously, if you billed a Client for a Product then your only option was to print the Product on your invoice. With Enhanced Product Invoicing, we're giving you the ability to choose whether a given Product is printed on the invoice without affecting your ability to bill for the Product.To set this up, click Confirmation in the left panel. You have three options for Form responses: Document – Select a Document to display after the user submits the Form. You can create a new Document by going to Settings > Documents . Simple Message – Type in something to display after the user submits the form. This is the …Service Autopilot Training Options. Learn about our different options for one-on-one or group training, with our expert Software Trainers and Training Project Managers. New Member Onboarding. This section has learning tools to support the four-part onboarding series for Service Autopilot. System InstallationTeam App - Pause Work. Team App - Add a Product or Service. Team App - Manage Photos and Attachments. Team App - Take a Break or Go to Lunch. Team App - Complete a Visit and Adjust Visit Times. Team App - Clock out for the day. Team App - The Mileage Report. Information about the Team App.Service Autopilot allows you to add notes to Jobs so you can order provide your Teams with specific information related to those Jobs. For example, if a Client wants her gate closed after your staff leaves the property, you can have a note appear for the Team on the Route Sheet or Service Autopilot Legacy mobile app that says something …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 …Autopilot is a unique addition to the investing app landscape by offering retail investors the opportunity to track and realize the high returns of politicians and top …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.Service Autopilot. 3495 Piedmont Road NE. Building 12, Suite 110. Atlanta, GA 30305. (972) 728-4040. Travel Arrangements & Directions. Book Your Stay at the Nearby DoubleTree.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.June 25, 2020 12:36. Click t he link below to download the PDF for the Team App User Guide. This guide walks you through the basics of setting up the Team app and using it in the field. Team App User Guide 2023.pdf. (1 MB)This article will explain step by step how to quickly get started with the Client Portal. Adjust the Client Portal settings to your company’s requirements. Go to Settings > Client Portal Settings and adjust the settings as needed. This step’s actions will completely depend on your company. However, we highly recommend, at minimum, adjusting ...To set this up, click Confirmation in the left panel. You have three options for Form responses: Document – Select a Document to display after the user submits the Form. You can create a new Document by going to Settings > Documents . Simple Message – Type in something to display after the user submits the form. This is the … Service Autopilot is a cloud-based field service solution for lawn care, landscape maintenance, cleaning and snow removal organizations. For businesses of all sizes, Service Autopilot features client and lead management, scheduling and dispatching, routing and mapping, mobile field access and more. Ron’s Recommendations, in plain English: An iPhone 7/8 or any from the current X line, iPad Pro, or iPad Air 2 (for iPads, ensure it was made in the last two years) Samsung, Sony, Nexus, Motorola, etc. These are recognizable electronics companies. “6.0 or 8.1” refers to the operating system of the phone.June 25, 2020 12:36. Click t he link below to download the PDF for the Team App User Guide. This guide walks you through the basics of setting up the Team app and using it in the field. Team App User Guide 2023.pdf. (1 MB)December 28, 2020 12:38. This video shows you how to add a new Master Package. 2:29.Navigate to a client or lead account. Hover over the More dropdown list and click Property Measurements. This will open the map and measurement panel. Use the Measure Property tab to create and manage your measurements. To create measurements, left-click points on the map until you form a closed shape. Note: The 3D view is not …To set this up, click Confirmation in the left panel. You have three options for Form responses: Document – Select a Document to display after the user submits the Form. You can create a new Document by going to Settings > Documents . Simple Message – Type in something to display after the user submits the form. This is the …June 25, 2020 12:41. A Work Order is a setting on a job that groups two or more services together on the Dispatch Board. Instead of multiple rows with each service, you'll see one row for the entire job. Any One-Time, Recurring, or Waiting List Job with more than one service can be a Work Order. Note: Work Orders only affect the display on the ...Follow. June 25, 2020 12:34. Click the link below to download and view the Automations User Guide. This guide explains how to streamline repetitive time-consuming tasks and create an automated process for those tasks. Automations User Guide 2023.pdf. (2 MB)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.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.(972) 728-4040 Log In to Service Autopilot. Log In Forgot your Password?Service Autopilot is a cloud-based field service solution for lawn care, landscape maintenance, cleaning and snow removal organizations. For businesses of all sizes, …Information related to the QuickBooks Sync (requires an additional subscription) Articles and Videos pertaining to the Accounting section such as Invoices and Payments.June 25, 2020 12:39. There are some settings in SA that apply globally to all Estimates. These are housed under Settings > Estimate Settings: Below, you will find an explanation of all the fields on this screen: Show Grid Lines. Select the checkbox to show grid lines on the Estimates Grid. (This applies to only the legacy Document Editor.)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.To add an Invoice to a Client Account, follow these steps: Navigate to a Client Account. Under the "Accounting" header, click Add a Transaction . Select Add an invoice . The Add Invoice overlay appears. Enter the details in the top right column of the Invoice. In the middle section, select an applicable Service or Product from the …Team App - Pause Work. Team App - Add a Product or Service. Team App - Manage Photos and Attachments. Team App - Take a Break or Go to Lunch. Team App - Complete a Visit and Adjust Visit Times. Team App - Clock out for the day. Team App - The Mileage Report. Information about the Team App.
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 …. Expressbillpay
(972) 728-4040 Log In to Service Autopilot. Log In Forgot your Password?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 …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.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 … 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. 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 …Feb 22, 2021 · 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 ... 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 ...The Federal Aviation Administration and United Airlines are investigating after a video surfaced showing an unauthorized person in the pilot’s seat during a flight … Know More, Grow Faster | The Best Advice for Service Business Owners. Service Autopilot is more than just software. Our mission is to help 5000 service businesses DOUBLE in size in 5 years. By giving out cutting-edge strategies, and done-for-you materials... we're absolutely going to help your business grow faster. 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 …Pros: This software seamlessly allows us to bid a job, win the bid, schedule the work, dispatch the work, perform the work, and bill the work. Front to back workflow is awesome. Cons: Somewhat of a steep learning curve. Service Autopilot is so expansive and can do so much that it can be overwhelming for a new user..