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Tag: Featured Post

The #1 Way to Have a Kickass New Year
Increase your business growth and revenue in 2019 with these 12 productivity tips. Plus, you'll find out the #1 way to have a kickass New Year!
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12 Must-Run Reports for the New Year
Kick off the New Year by growing your business with these 12 must-run reports. Learn everything you did right, what failed, and where you need to go for 2019.
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Does Estimate Creation Steal a Month of Your Life ... Every Year?
It’s 5:55 PM on a Friday. You’re about to close up the office. Dinner is calling, and so is that oh-so-comfortable couch in your living room. The phone rings. It's a potential client. They apologize for calling so late, but they want to get an estimate. You take 20 minutes to place each service and package […]
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User Roles and Rights in Service Autopilot
Here is why User Roles and Rights matter: If you don't solidify your Users Roles and Rights, even a well-meaning employee could accidentally wreck your invoices. On the other hand, a crew leader with too few permissions might not be able to hand out estimates, causing you to lose new leads left and right. Fortunately, Chris […]
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How to Export Lists from Service Autopilot
Usually when you're using Service Autopilot, you're worried about putting data INTO the system. However, there are a few situations where you might need to export lists of data OUT of Service Autopilot, so you can give data to a third party without giving them access to your account. Exporting lists from Service Autopilot is an advanced feature, so […]
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Snowing Yet? Snow Training for Service Autopilot is Here!
Snow removal is a big deal. You need to get everything just right... ...because if you don't, you could lose a big contract. There's one piece of your business you can always count on to work, right when you need it: Service Autopilot. Set the system up one time, and you'll never have problems scheduling your […]
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