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This update contains some fixes to existing issues. There are no new features in this update. Training Updates We presented a series of free webinars based on our In House
This release is the next phase of our V3 redesign of Service Autopilot. Important changes have been made to Accounts, Accounting, Jobs, and Forms, plus some updates to the Team
This release debuts two major components of the Service Autopilot V3 redesign. Invoices, Payments, and Credits screens have been redesigned. Forms has been overhauled, and V3 Forms can be used
This release integrates our new credit card processor, Clearent, into Service Autopilot. It also unveils our new and improved Multi-Day Job functionality. Read on for more updates in this release.
Enhancements Automations To improve deliverability, we’ve changed what appears in the “From” information that displays when a recipient receives your email. Now, when you send Marketing, Automations, and Forms emails,
This update contains a new report and some fixes for various issues. Enhancement Report Center We added a new report called the “Lead Timeline Report” in response to Member requests.
As we continue improving the usability of Service Autopilot, the focus of this release is primarily updates to correct system issues and optimization for Email and Automations. Enjoy! Enhancements Automations
As we continue improving the look and usability of Service Autopilot, the focus of this release is primarily bug fixes and optimization for Email and Automations. Enjoy! Enhancements Automations In
We’ve made minor changes throughout the system to help you in your workday. Watch the video to find out more. Enhancements Service Autopilot Document Editor: Document Templates Available You now
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