You already have powerful tools inside Service Autopilot. But knowing a feature exists and knowing exactly how to use it are two different things.
That’s why we pulled together four quick training videos you can watch, follow, and apply inside your account.
Each video focuses on one practical action you can take this week, whether you want to add charges faster, collect payments more efficiently, update pricing, or give your team better job information in the field.
When you need to add a fuel surcharge, late fee, or other charge to multiple invoices, you do not have to open each invoice one at a time.
This video shows you how to use Bulk Add Other Charges to apply charges across multiple invoices in just a few clicks.
Watch this when you need to:
Log into your account, go to your invoices, and try applying one charge to a small group first. Once you’re comfortable with the process, you can use it more broadly.
If you have customers with cards on file, Batch Payments can help you collect payments faster without clicking into every account individually.
This video walks through how to use the Invoices to Charge tab so you can process multiple payments more efficiently.
Watch this when you want to:
Review your Invoices to Charge tab and make sure your team understands how to avoid double charging before processing payments in bulk.
Pricing updates are easy to put off, especially when you have a lot of recurring work, packages, contracts, or installment plans to manage.
This video shows you how to use Bulk Price Increase to update pricing faster and with more control.
Watch this when you need to:
Start by reviewing which jobs, packages, or contracts need an update. Then decide whether a percentage increase, flat amount, or scheduled future update makes the most sense.
Custom Fields help you capture the details that do not always fit into standard fields, such as property size, gate codes, service notes, pricing details, or special instructions.
This video shows you how to create Custom Fields and make them useful for your office team and field team.
Watch this when you want to:
Pick one piece of information your team asks for often, then create a Custom Field for it. Start simple before building out a larger Custom Fields process.
Not sure where to begin? Start with the video that matches your biggest pain point right now.
| If you need to... | Start with... |
| Recover fuel costs or add late fees | Bulk Add Other Charges |
| Collect payments faster | Batch Payments |
| Update pricing across jobs or contracts | Bulk Price Increase |
| Capture better job or property details | Custom Fields |
You do not need to watch every video at once. Start with the one that solves the most immediate problem for your business, then come back to the others when you’re ready.
Small improvements inside your Service Autopilot account can add up quickly.
One faster billing process. One cleaner payment workflow. One pricing update. One better field for your team to reference.
These Service Autopilot training videos are designed to help you take the next step without overcomplicating the process.
Start with one video, follow the walkthrough, and put one tool to work this week.
Related: Stop Leaving Money on the Table: Use the Service Autopilot Tools You Already Have
Originally published May, 7, 2026
Tags: Business Operation, Featured Post
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