Maximize Your Office’s Efficiency and Profitability

In-House Training at Service Autopilot

Upcoming Dates

July 25 - 27 | August 22 - 24 | September 19 - 21 | November 14 - 16 | December 4 - 6

2-Day Training Course

$298 per day

$595 total (per attendee)

Where is Our Office?

3-Day Training Course

$280 per day

$840 total (per attendee)

Where is Our Office?

Make More Money, Smile More Often... When You Master Your Tools

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 instant answers to all of your questions with Personalized Training for your company.

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

Our Office, Your Success Laboratory

Duration Thursday and Friday, 9am – 5pm CST
(3-Day Training: Wednesday - Friday)
Meals No "new city" navigation stress. We provide FREE Breakfast and Lunch for every day you're with us.
Max Capacity 16
Location 1201 Richardson Drive Ste 200
Richardson TX 75080
Travel Arrangements & Directions
Accommodations Plan Your Stay in Dallas

Training Course Agenda - Day 1

*This is Only for 3-Day Training Course Attendees!

Setting up Resources, Services, and Clients 9:00am – 10:00am
Break 10:00am – 10:15am
Setting up Resources, Services, and Clients cont’d 10:15am – 11:00am
Setting up Jobs 11:00am – 12:00pm
Lunch 12:00pm – 1:00pm
Basic Use of the Dispatch Board 1:00pm – 2:00pm
Completing Work and Close Out Day 2:00pm – 2:45pm
Break 2:45pm – 3:00pm
Invoicing 3:00pm – 4:00pm
Payments 4:00pm – 5:00pm
Q and A 5:00pm – 5:30pm

Training Course Agenda - Day 2

Overview – General Q & A – Setup 9:00am – 10:30am
Break 10:30am – 10:45am
Manage Your Workflow 10:45am – 12:00am
Lunch & Company Tour 12:00am - 1:00am
Manage Your Workflow (cont.) 1:00am – 1:30pm
Marketing & Filtering the Client List / Document Templates 1:30pm – 2:30pm
Break 2:30pm – 2:45pm
Creating Estimates 2:45pm – 4:00pm
Scheduling Jobs: Work Orders, Packages, Waiting List 4:00pm – 5:00pm

Training Course Agenda - Day 3

Scheduling Jobs: Work Orders, Packages, Waiting List 9:00am – 10:00am
Effective Use of the Dispatch Board w/Close Out Day 10:00am – 10:30am
Break 10:30am – 10:45am
Effective Use of the Dispatch Board w/Close Out Day 10:45am – 12:00pm
Lunch 12:00pm – 1:00pm
Mobile App
• Crew/Tech Schedule and Job Completion
Mobile Office Features
1:00pm – 2:15pm
Invoicing and Improving Cash Flow/Payments 2:15pm – 3:15pm
Break 3:15pm – 3:30pm
Reports an Overview 3:30pm – 4:30pm
Final Q & A 4:30pm – 5:00pm

2-Day Training Course

$298 per day

$595 total (per attendee)

To make sure that you're ready to participate and to maximize your time, you must complete the following classes before attending the 2-day Training:
Intro 1, Intro 2 and Estimates.

Upcoming Dates:

July
26 – 27
August 23 – 24
September
20 – 21
November
15 – 16
December
5 – 6
Recommended for New Members

3-Day Training Course

$280 per day

$840 total (per attendee)

No prerequisites. This training session will cover intro 1 & 2 with plenty of time for additional questions.

Upcoming Dates:

July
25 – 27
August 22 – 24
September
19 – 21
November
14 – 16
December
4 – 6

Ready to Register?

If you have any questions, please call 972.728.4040, option 4 to speak with Rhonda.