Get DemoYour hunt for the best field service conference is over. By attending SEC (i.e. Service Edge Conference), you’ll gain exclusive insider industry access to top-of-the-line resources. SEC is a new annual event for Service Autopilot and FieldEdge members and potential customers. Also, this program is tailored to streamline all areas of field service business. This […]
This release includes some enhancements to Automations to improve your experience and to speed up processing.
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.
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 on the Team app. How do you see the new screens in SA? After you launch Service Autopilot, navigate to any of these: Marketing > […]
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 […]
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 […]
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 […]
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 […]
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 […]
