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.
| Day 1 | |
| Introduction | 9:00am – 9:30am CST |
| Basic Set Up – Clients, Services, and Resources | 9:30am – 12:00am CST |
| Lunch | 12:00pm – 1:00pm CST |
| Setting Up and Scheduling Jobs | 1:00pm – 2:30pm CST |
| Scheduling Operations – Waiting List, Dispatch Board, Team App, Close Out Day | 2:30pm – 4:00pm CST |
| Invoicing and Payments | 4:00pm – 5:00pm CST |
| Day 2 | |
| CRM Tools – Calls, To Dos, Emails, Texting, etc. | 9:00am – 12:00pm CST |
| Lunch & Company Tour | 12:00pm – 1:00pm CST |
| Set Up Document Templates | 1:00pm – 2:00pm CST |
| Creating and Sending Estimates | 2:00pm – 5:00pm CST |
| Day 3 | |
| Set up for Job Costing and Payroll | 9:00am – 10:00am CST |
| Payroll Report, Job Costing Report, and Overview of the Report Center | 10:00am – 12:00pm CST |
| Lunch | 12:00pm – 1:00pm CST |
| Wrap Up Reports and Q&A | 1:00pm – 2:00pm CST |
| Implementation Workshop – Use this time to implement what you learned. Trainers will be available for questions. | 2:00pm – 5:00pm CST |
5/11/2021 - 5/13/2021
6/8/2021 - 6/10/2021
7/13/2021 - 7/15/2021
8/3/2021 - 8/5/2021
9/14/2021 - 9/16/2021
| Day 1 | |
| Introduction | 9:00am – 9:30am CST |
| Forms | 9:30am – 11:00am CST |
| Smart Maps | 11:00pm – 12:00pm CST |
| Lunch | 12:00pm – 1:00pm CST |
| Advanced Estimates | 1:00pm – 4:00pm CST |
| Q+A and/or Estimates Workshop | 4:00pm – 5:00pm CST |
| Day 2 | |
| Dispatch Calendar | 9:00am – 10:00am CST |
| Payroll and Timesheets | 10:00am – 11:00am CST |
| Job Costing and Canned SA Reports | 11:00am – 12:00pm CST |
| Lunch | 12:00pm – 1:00pm CST |
| Report Center Custom Reports/Dashboard | 1:00pm – 3:00pm CST |
| Reports Center Workshop | 3:00pm – 5:00pm CST |
| Day 3 | |
| Automations Implementation/Training OR Chemical Tracking | 9:00am – 12:00pm CST |
| Lunch | 12:00pm – 1:00pm CST |
| Wrap Up Automations Training | 1:00pm – 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 |
6/22/2021 - 6/24/2021
8/24/2021 - 8/26/2021
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.
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.
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.
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.
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.
Stay up to date with the latest content from the Service Autopilot Marketing Team.
Use these lawn care social media tips to help grow your business. Plus, get free downloadable gifts to get your lawn care business started!
Think about how much faster you could grow your business if you were able to get MORE done by doing ...
Use these cleaning social media tips to help grow your business. Plus, get free downloadable gifts to get your cleaning business started!
Stay up to date with the latest content from the Service Autopilot Marketing Team.
