Live in New York!
3-Day SA Training Workshop

What You Will Learn:

  • Schedule One-time & Recurring Jobs
  • Create Winning Estimates
  • Send Invoices & Collect Payments
  • Maximize the Dispatch Board
  • EVENT OVER

Why Should You Attend?

  • We're in your backyard! For the first time ever, Service Autopilot is bringing the training directly to YOU. Book your seat now... we're not sure when we'll be back in the Pacific Northwest area again.
  • We’re going to help you (and your team members) master Service Autopilot. Get up to speed on the latest updates and features, PLUS maximize the features you haven't been using... but wish you knew how to use.
  • This will be a private, intimate event - so you'll feel super comfortable asking questions related to your business, your teams, and your financials.

What Will You Get?

  • Basic Service Autopilot training on the features most often used by teams in the office and in the field.
  • Direct access to 3 of SA's topnotch instructors who have trained thousands of members on the Service Autopilot platform.
  • BONUS! Every attendee receives a FREE 1-on-1 training after the workshop! Once our team leaves Seattle, you may have questions you forgot to ask. Our instructors will schedule a call with you to make sure you've mastered all the workshop topics. Bringing multiple team members? Then your company gets multiple 1-on-1s!

Who Should Attend?

Whether you’re just getting started… or you’re an established service business, this training session is for new Members AND Members who want to get more out of Service Autopilot. You’ll save time and money by getting advice on incorporating SA into your business.

You’ll walk out of this training workshop with all of the tools you need to maximize the potential of your Service Autopilot account.

cleaning-business-owner-writing-his-employee-handbook

Here’s What You’ll Get at Your Training Workshop in New York:

*Schedule subject to change

Day 1: Setup Best Practices and Effective Scheduling

Get your account set up the right way.

  • How would you like to have your SA account seamlessly work for you to generate more money? On Day 1, we’ll show you the best practices for setting up your Clients, Service and Resources - saving you time and money.

Find out the best schedule for the right job.

  • Optimize the efficiency of your route, plus find out how to maximize your Dispatch Board and Waiting List. This will save you from having inefficient routes that decrease your profit margins.

Day 2: Streamline Your Workflow and Win More Estimates

Save time by getting your estimates quickly sent out.

  • We’ll show you how to send out estimates fast, which will save you hours of time every week. Beat your competitors to the punch, by quickly sending out estimates that will help you win more bids. We’ll show you how to ensure profitability with your estimates and still do them quickly.

Find out how to use your account for Client Management.

  • Say goodbye to manually invoicing your clients! We’ll show you how to set up invoicing in your account, so you can quickly get paid… Turning hours of time into a 1-minute process.

Make Bulk Invoicing Easy

  • Say goodbye to manually invoicing your clients! We’ll show you how to set up invoicing in your account, so you can quickly get paid… Turning hours of time into a 1-minute process.

Day 3: Learn How to Implement Auditing, Payroll Reports and Job Costing Within Your SA Account

Properly manage your employees by setting up your Team App account.

  • Tracking your employees has never been easier. By using the Team App, you’ll have the ability to efficiently manage jobs, employees and time.

Keep track of your business at a glance.

  • This app will allow you to not only increase your team’s efficiency. By allowing us to help you set up your Payroll and Job Costing Reports, it’ll ensure you’re properly paying your employees and billing clients.
  • We’ll show you how to track how long jobs are taking, so that you can pay your employees and bill your clients accordingly.

3-Day SA Training Workshop

Space is Very Limited.
Due to the hands-on nature of this event, we only have a few seats available.
$ 799 per person
  • What You Will Learn:
  • Schedule One-time & Recurring Jobs
  • Create Winning Estimates
  • Send Invoices & Collect Payments
  • Maximize the Dispatch Board
  • Get a Free 1-on-1 Training Per Person
sa speaker scott howard portrait

Scott Howard

Implementation and Operations Coach

Chris Volpe

Chris Volpe

Director, Training and Special Services

If you're attending training from outside the New York area, we do have a limited amount of discounted rooms available at the Hyatt Regency Lake Washington.

To make your room reservations, please click here.

We can’t wait to see you there!

Join Us for this
Dynamic 3-day Workshop

Workshop Topics:

  • Schedule One-time & Recurring Jobs
  • Create Winning Estimates
  • Send Invoices & Collect Payments
  • Maximize the Dispatch Board