Update | May 2020

Published on May 16, 2020

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 training. You can access the recordings and FAQs at: HELP > Knowledge Base > Getting Started & Training.

Updates to Correct System Issues


  • On the Account Review overlay, job details for future visits were sometimes not appearing. This has been fixed.
  • Previously, it was not possible to edit an existing account note, which meant you could only replace an existing note with a new one. This has been corrected; you can now edit existing account notes.


  • Previously, charges set as percentages were causing a system error. This has been fixed.
  • There was sometimes a problem with bulk printing of invoices, but it’s working now.


  • In Installment Plans, merge tags were not auto-filling on the invoice line item descriptions. This has been corrected.
  • Some products were not appearing in packages. This has been fixed.
  • Previously, if there were two or more line items on a One Time or Waiting List Job, you could not edit the dates on that job. This has been fixed.
  • In some cases, if you edited a One Time or Waiting List Job in V3 that had already been dispatched, the job would go back to “Pending” status. This has been fixed.

Subscribe to the Blog

Stay up to date with the latest content from the Service Autopilot Marketing Team.


Leave a Reply

linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram