All in-house trainings are suspended until further notice. We are currently exploring virtual training options and will post an update on this page as more information becomes available.
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.
The Training Team at Service Autopilot really helped us learn the system and is hugely beneficial for any company regardless of size.
| Day 1 | |
| Introduction | 9:00am – 9:30am |
| Basic Set Up – Clients, Services, and Resources | 9:30am – 12:00am |
| Lunch | 12:00pm – 1:00pm |
| Setting Up and Scheduling Jobs | 1:00pm – 2:30pm |
| Scheduling Operations – Waiting List, Dispatch Board, Team App, Close Out Day | 2:30pm – 4:00pm |
| Invoicing and Payments | 4:00pm – 5:00pm |
| Day 2 | |
| CRM Tools – Calls, To Dos, Emails, Texting, etc. | 9:00am – 12:00pm |
| Lunch & Company Tour | 12:00pm – 1:00pm |
| Set Up Document Templates | 1:00pm – 2:00pm |
| Creating and Sending Estimates | 2:00pm – 5:00pm |
| Day 3 | |
| Set up for Job Costing and Payroll | 9:00am – 10:00am |
| Payroll Report, Job Costing Report, and Overview of the Report Center | 10:00am – 12:00pm |
| Lunch | 12:00pm – 1:00pm |
| Wrap Up Reports and Q&A | 1:00pm – 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 |
| Day 1 | |
| Introduction | 9:00am – 9:30am |
| Forms | 9:30am – 11:00am |
| Smart Maps | 11:00pm – 12:00pm |
| Lunch | 12:00pm – 1:00pm |
| Advanced Estimates | 1:00pm – 4:00pm |
| Q+A and/or Estimates Workshop | 4:00pm – 5:00pm |
| Day 2 | |
| Dispatch Calendar | 9:00am – 10:00am |
| Payroll and Timesheets | 10:00am – 11:00am |
| Job Costing and Canned SA Reports | 11:00am – 12:00pm |
| Lunch | 12:00pm – 1:00pm |
| Report Center Custom Reports/Dashboard | 1:00pm – 3:00pm |
| Reports Center Workshop | 3:00pm – 5:00pm |
| Day 3 | |
| Automations Implementation/Training OR Chemical Tracking | 9:00am – 12:00pm |
| Lunch | 12:00pm – 1:00pm |
| Wrap Up Automations Training | 1:00pm – 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 |