Maximize Your Office’s Efficiency and Profitability

In-House Training at Service Autopilot

BASIC

Master the Basic Tools in Service Autopilot
$ 299 Per Day
($897 Total)
  • UPCOMING DATES:
  • January 14-16
  • January 28-30
  • February 25-27

ADVANCED

Master the Advanced Tools in Service Autopilot
$ 299 Per Day
($897 Total)
  • UPCOMING DATES:
  • February 11-13

Become an Expert in 3 Days.

You wouldn’t send a team into the field with tools they don’t understand. Give your staff the expertise they need to make Service Autopilot work for your company – at the speed of light. Our in-house training is like rocket fuel for your company’s growth.

Get Guided Training and best-practices for your team.

Maximize your team’s time without wasting a minute or a dollar – Breakout Sessions cater to all skill levels and company roles.

Companies from all service industries are welcome! You’ll get Personal “Over-the-Shoulder” Demonstrations, step-by-step guidance, and training sessions tailor-fit to your company.

Want to Grow Faster? Learn How to Use Your Tools from the Pros.

  • Get a smarter, faster team - in just a few days of training.
  • Train new office employees... without spending your valuable time.
  • Maximize your productivity and eliminate stress when you master SA's tools.

The Training Team at Service Autopilot really helped us learn the system and is hugely beneficial for any company regardless of size.

– Scott at Scott’s Quality Lawn Care

Meet Your Personal Service Autopilot Trainers

Joe Hrbacek

Training Manager

Scott Howard

Implementation and Operations Coach

Brian Minter

Training Specialist

John Bianchi Jr

Training Specialist

Your Success at Service Autopilot's HQ

Training Course Agenda

Training Seminar Agenda – Day 1 (Basic Operations)

Day 1 
Introduction9:00am – 9:30am
Basic Set Up – Clients, Services, and Resources9:30am – 12:00am
Lunch12:00pm – 1:00pm
Setting Up and Scheduling Jobs1:00pm – 2:30pm
Scheduling Operations – Waiting List, Dispatch Board, Team App, Close Out Day2:30pm – 4:00pm
Invoicing and Payments4:00pm – 5:00pm

Training Seminar Agenda – Day 2 (Sales and Estimates)

Day 2 
CRM Tools – Calls, To Dos, Emails, Texting, etc.9:00am – 12:00pm
Lunch & Company Tour12:00pm – 1:00pm
Set Up Document Templates1:00pm – 2:00pm
Creating and Sending Estimates2:00pm – 5:00pm

Training Seminar Agenda – Day 3 (Job Costing and Reports)

Day 3 
Set up for Job Costing and Payroll9:00am – 10:00am
Payroll Report, Job Costing Report, and Overview of the Report Center10:00am – 12:00pm
Lunch12:00pm – 1:00pm
Wrap Up Reports and Q&A1:00pm – 2:00pm
Implementation Workshop (Or leave to catch flight) – Use our Conference Room to implement what you learned. Trainers will be available for questions.2:00pm – 5:00pm

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

Day 1 
Introduction9:00am – 9:30am
Forms9:30am – 11:00am
Smart Maps11:00pm – 12:00pm
Lunch12:00pm – 1:00pm
Advanced Estimates1:00pm – 4:00pm
Q+A and/or Estimates Workshop4:00pm – 5:00pm

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
Lunch12:00pm – 1:00pm
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
Lunch12:00pm – 1:00pm
Wrap Up Automations Training1:00pm – 2:00pm
Automations Implementation Workshop (Or leave to catch flight) – Use our Conference Room to implement what you learned. Trainers will be available for questions.2:00pm – 5:00pm

Ready to Register?

BASIC

Master the Basic Tools in Service Autopilot
$ 299 Per Day
($897 Total)
  • UPCOMING DATES:
  • January 14-16
  • January 28-30
  • February 25-27

ADVANCED

Master the Advanced Tools in Service Autopilot
$ 299 Per Day
($897 Total)
  • UPCOMING DATES:
  • February 11-13