SERVICE AUTOPILOT BLOG

Release Notes | March 18, 2022

This release includes some enhancements to Automations to improve your experience and to speed up processing.

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Release Notes | February 18, 2022

This release includes some enhancements to Smart Maps in V3, and we continued work on Automations to speed up processing. We’ve also made numerous updates to correct system issues with QuickBooks Online and other areas.

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Release Notes | January 2022

This release includes optimizations for Automations to improve speed and performance, a new Chemical Tracking Setup Wizard, a time-saving List View on the Team app, and improvements to Master Schedules. As always, we’ve made various updates to correct system issues. Read on for more details. What’s New at SA Virtual In-House Training Click here to […]

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Release Notes | October 2019

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. Meet SA Payments With this release, we’re announcing SA Payments, powered by Clearent, our new payment processor. Clearent offers the advantage that your money is […]

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Release Notes | May 2019

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, they will still show your company name, but they will no longer show “On behalf of" your company. Replying to your email is unaffected. Service […]

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Release Notes | April 2019

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. This report is similar to the Client Timeline Report—it just shows information on Leads. Updates to Correct System Issues Service Autopilot We fixed an issue […]

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Release Notes | April 2019

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 In To Do events, you now have the option to show the To Do on calendars throughout SA, including the Mobile App. There is a […]

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Release Notes | March 2019

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 To Do events, you now have the option to show the To Do on calendars throughout SA, including the Mobile App. There is a new […]

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Release Notes | February 2019

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 can select standard templates from a dropdown list in the Document Editor. The News–It's Everywhere Instead of going to the My Day screen for SA […]

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