Live from Phoenix!

2-DAY SA TRAINING WORKSHOP

MAR 21 - 22

What You Will Learn:

Schedule Proficiently
Accounting Principles
Create Effective Estimates
Maximize the Dispatch Board
Register Now

Why Should You Attend?

We're in your backyard! Service Autopilot is bringing the training directly to YOU. 
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 both SA's Training Project Managers who have trained thousands of members on the Service Autopilot platform.

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.

Phoenix Regional Training Agenda:

*Schedule subject to change
DAY 1
Introduction
8:30am – 8:45am
CRM Tools – Calls, Tickets, Emails, Tags, Texting, etc.
8:45am – 10:45am
Forms
11:00am – 11:30pm
Smart Maps
11:30am – 12:00pm
Lunch
12:00pm – 1:00pm
Advanced Estimates (includes scheduling from an estimate)
1:00pm – 4:30pm
Workshop Time
4:30pm – 5:30pm
DAY 2
Scheduling Operations - Waiting List, Dispatch Board, Mobile, Close Out Day
8:30am – 10:30pm
Timesheets, Job Costing Setup
10:45am – 12:00pm
Lunch
12:00pm – 1:00pm
Report Center (Key Reports, Creating Custom Reports)
1:00pm – 3:00pm
Automations Training/Implementation
3:10pm – 4:10pm
Workshop Time
4:10pm – 5:30pm

Place:

Hosted by CO+HOOTS Coworking

221 E Indianola Ave, Phoenix, AZ 85012

Located within 15 minutes of Phoenix Sky Harbor International Airport

Additional Information:

A light continental breakfast and a catered lunch will be provided on both days.

sa speaker scott howard portrait

Scott Howard

Training Project Manager
sa speaker brian minter

Brian Minter

Trainer Project Manager

Join Us for this
Dynamic 3-day Workshop

Workshop Topics:

Schedule Proficiently
Create Winning Estimates
Create Effective Estimates
Maximize the Dispatch Board
EVENT OVER

Ready to Join the 
Phoenix Workshop?

What You Will Learn:

Schedule Proficiently
Accounting Principles
Create Effective Estimates
Maximize the Dispatch Board
EVENT OVER
2-DAY SA TRAINING WORKSHOP
MAR 21 - 22
$
899
first attendee
+ $499 additional attendee(s)
Space is Very Limited.
Due to the hands-on nature of this event, we only have a few seats available.
Register Now