Virtual
In House Training

MAXIMIZE YOUR OFFICE'S
EFFICIENCY AND PROFITABILITY
WITH SERVICE AUTOPILOT

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.

VIRTUAL TRAINING COURSES

Basic Training

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

BASIC TRAINING DATES

MAY

5/11/2021 - 5/13/2021

JUNE

6/8/2021 - 6/10/2021​​

JULY

7/13/2021 - 7/15/2021​​

AUGUST

8/3/2021 - 8/5/2021​​

SEPTEMBER

9/14/2021 - 9/16/2021​​

VIRTUAL TRAINING COURSES

Advanced Training

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

ADVANCED TRAINING DATES

JUNE

6/22/2021 - 6/24/2021

AUGUST

8/24/2021 - 8/26/2021

LEARN SERVICE AUTOPILOT

Learn the Skills to Use SA
to Its Full Potential

Getting training has never been easier.​

For our previous in-house training options, you had to fly to Dallas, get a hotel room, rent a car and come to our office each day. Now we’re offering our in-house training virtually - straight to your home, office… or wherever you want to be.

LEARN SERVICE AUTOPILOT

Learn the Skills to Use SA to Its Full Potential

Getting training has never been easier.

For our previous in-house training options, you had to fly to Dallas, get a hotel room, rent a car and come to our office each day. Now we’re offering our in-house training virtually - straight to your home, office… or wherever you want to be.

THE SERVICE AUTOPILOT TEAM

Meet Your Personal Trainers

Scott Howard

Implementation and Operations Coach

John Bianchi

Training Manager

Rebekah Spencer

Training Specialist

Brian Minter

Training Specialist

Rayne Pawlowski

Training Specialist

VIRTUAL TRAINING

How It Works

  • 1
    Register to Attend the Webinars
    Sign Up Here and prepare by reviewing some of our prerecorded training videos.
  • 2
    Learn to be an SA Expert
    Attend your webinars (instructions will arrive via email from our training team!), learn the ropes, ask questions and become an SA expert.
  • 3
    Impress Your Customers
    Ultimately, when you use SA to its full potential, your time is freed up to provide amazing customer service for your customers.

PREVIOUS VIRTUAL TRAININGS

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.

INTRO TO SERVICE AUTOPILOT

Scheduling Jobs

Waiting List & Dispatch Board

Estimates

Invoicing and Payments

SNOW TRAINING SERIES

Overview of the
SA Snow System

This webinar gives a brief overview of the process, from turning on the Snow System in SA to getting paid at the end of your job. If you only have time for one video before you start doing Snow Jobs, this is the one to watch.

Setting Up the SA
Snow System

This webinar walks you through the detailed steps of setting up your system to run Snow Jobs, creating Snow Teams, Products, and Services, and setting up Snow Jobs which contain a Rate Matrix.

Dispatching and Billing
for Snow Jobs

This webinar includes setting up Master Routes for Snow Jobs, creating a Snow Event, dispatching Snow Jobs to your teams using the Legacy app, and creating invoices.

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..."
"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..."

Ready to Register?

BASIC VIRTUAL TRAINING

Master the Basic Tools in Service Autopilot
$ 597 Per Person
  •  

ADVANCED VIRTUAL TRAINING

Master Advanced Features in Service Autopilot
$ 597 Per Person
  •  

LEARN SERVICE AUTOPILOT

LEVEL UP YOUR BUSINESS!

Register Now For Future Webinars!

FREE EDUCATIONAL RESOURCES

We're Here to Help You Succeed

Subscribe to the Blog

Stay up to date with the latest content from the Service Autopilot Marketing Team.

13 lawn care social media tips to grow your business

13 Lawn Care Social Media Tips to Grow Your Business

Use these lawn care social media tips to help grow your business. Plus, get free downloadable gifts to get your lawn care business started!

Read More
get more done by doing less in your field service operations

Get MORE Done By Doing LESS in Your Field Service Operations

Think about how much faster you could grow your business if you were able to get MORE done by doing ...

Read More
13 cleaning social media tips to grow your business

13 Cleaning Social Media Tips to Grow Your Business

Use these cleaning social media tips to help grow your business. Plus, get free downloadable gifts to get your cleaning business started!

Read More

Subscribe to the Blog

Stay up to date with the latest content from the Service Autopilot Marketing Team.

Find out what Service Autopilot In-house Training will do for You

Get Your Service Autopilot Advanced In-house Training Course Today!

Find out what Service Autopilot In-house Training will do for You

Get Your Service Autopilot Basic In-house Training Course Today!

linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram