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Virtual
In House
Training

Maximize your office's efficiency and profitability with Service Autopilot

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VIRTUAL TRAINING

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 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.
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VIRTUAL TRAINING COURSES

Basic Training

Basic Virtual Training Agenda 

Training Seminar Agenda – Day 1 (Basic Operations)

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

Training Seminar Agenda – Day 2 (Sales and Estimates)

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

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

Day 3
Set up for Job Costing and Payroll9:00am – 10:00am CST
Payroll Report, Job Costing Report, and Overview of the Report Center10:00am – 12:00pm CST
Lunch12:00pm – 1:00pm CST
Wrap Up Reports and Q&A1:00pm – 2:00pm CST
Implementation Workshop – Use this time to implement what you learned. Trainers will be available for questions.2:00pm – 5:00pm CST

UPCOMING 2022 BASIC TRAINING DATES

May
5/10 - 5/12
June
6/7 - 6/9
Registration Open!
July
7/5 - 7/7
Registration Open!
August
8/9 - 8/11
Registration Open!
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VIRTUAL TRAINING COURSES

Advanced Training​

Advanced Virtual Training Agenda

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

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

Training Seminar Agenda – Day 2 (Reports)

Day 2
Dispatch Calendar9:00am – 10:00am CST
Payroll and Timesheets10:00am – 11:00am CST
Job Costing and Canned SA Reports11:00am – 12:00pm CST
Lunch12:00pm – 1:00pm CST
Report Center Custom Reports/Dashboard1:00pm – 3:00pm CST
Reports Center Workshop3:00pm – 5:00pm CST

Training Seminar Agenda – Day 3 (Automations)

Day 3
Automations Implementation/Training OR Chemical Tracking9:00am – 12:00pm CST
Lunch12:00pm – 1:00pm CST
Wrap Up Automations Training1:00pm – 2:00pm CST
Automations Implementation Workshop – Use this time to implement what you learned. Trainers will be available for questions.2:00pm – 5:00pm CST

UPCOMING 2022 ADVANCED TRAINING DATES

May
5/24 - 5/26
Registration Open!
JUNE
6/21 - 6/23
Registration Open!
JULY
7/19 - 7/21
Registration Open!
August
8/23 - 8/25
Registration Open!
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LEARN SERVICE AUTOPILOT

Learn the Skills to Use SA to Its Full Potential

Getting training has never been easier.​

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.
REGISTER NOW
THE SERVICE AUTOPILOT TEAM

Meet Your Personal Trainers

Scott Howard

Scott Howard

Training Project Manager

John Bianchi

Training Manager

Rebekah Spencer​

Training Specialist​

Brian Minter​

Training Project Manager

Meg Grinels

Training Specialist​

Andrew Etmus

Training Specialist

Jump-Start Your SA Education!

By attending one of our virtual in-house trainings, you will receive EVERYTHING you need to be a Service Autopilot Rockstar. The days are jam-packed with every bit of knowledge that our trainers can squeeze in. You will come out the other side of virtual in-house knowing that you are an expert with the most important tool to grow your business.
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TESTIMONIALS

Hear From Our Happy Members

"Jonathan and the team really motivated me to take my company to the next level. I feel like by using SAP, it's like you're handing me the ball, now it's up to me to run with it..."

Tim Gramstorff

Essential Landscapes

"If you have ever wanted to maximize your knowledge and harness the full power of ServiceAutopilot I would highly recommend attending one of these events..."

David Isbell

Twelve Oaks Landscape Co. LLC

Ready to Register?

BASIC VIRTUAL TRAINING

Master the Basic Tools in Service Autopilot
$
597
Per Person
REGISTER NOWWhat Will I Learn?

ADVANCED VIRTUAL TRAINING

Master Advanced Features in Service Autopilot
$
597
Per Person
REGISTER NOWWhat Will I Learn?
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