Review your plan for the day.
Your Calendar, To Do's, Calls, and important notifications are summarized in one place.
You're taking a half day this Friday.
Schedule it on your calendar, so your team knows you will be out of the office Friday afternoon.
Dispatch your crews and techs.
Service Autopilot has three scheduling systems to choose from: the Dispatch Board, the Dispatch Calendar, and the Traditional Calendar. As soon as you dispatch your crews, your crews can see their Schedule, To Do's, Job Notes and Pictures on their mobile devices.
Return a few client calls.
Joanna Jones calls to say she is not happy with her property, so you schedule an appointment with her for tomorrow. You use your confirmation email template to send her a confirmation email.
Schedule a To Do.
You create a To Do, reminding you to stop by and inspect Initech's Property after your meeting with Joanna. The To Do will appear on your Calendar and Mobile App.
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Charge a credit card.
Peter Gibbons called to pay his most recent invoice by credit card. After charging his card you remind him that he can save time in the future by visiting your website and paying online via the Client Portal.
Send past-due invoice reminders.
One of your To Do's for the day was to send out past-due invoices. You finish this in less than 5 minutes by using the Email Blast and Document Template features.
Bid a job.
Late last night a prospect, Tom Smykowski, filled out the estimate request form on your website. You were automatically notified this morning with an alert and To Do.
Measure a property.
Fortunately, Tom's estimate doesn’t require an onsite visit. You use the Online Measurement tool to measure the house footprint, turf, and gross lot square footage.
Email an estimate.
Service Autopilot uses the measurements to quickly determine rates for several potential services Tom is interested in. You email him the estimate.
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Work on your business.
Now, it's time for the best part of your day. You get to work on your business instead of working in your business. You start by reviewing your Dashboard and Key Reports to ensure that you are hitting all of your growth and financial goals.
Work through the Profit Roadmap System.
Everything looks good. Your job costing numbers show that you are starting to hit your target man-hour rates. For the next several hours you are going to work through the step-by-step Profit Roadmap System that you received when you became a Service Autopilot member.
Check the progress of your crews.
It’s time for a lunch meeting. Before you leave, you use the Dispatch Board to quickly check the progress of your crews. You scan the status of each job and the notes coming in from the field.
Move a job.
One crew is running behind so you use the map to locate a nearby crew with availability. You move one job to the crew ahead of schedule. Both crews' mobile devices are updated in real time.
Schedule a one-time job.
Looking at the notes and pictures coming in from the field, it appears your most important commercial account needs extra attention. You schedule a tech to visit the property tomorrow.
Fill up your schedule.
After a quick scan of your waiting list and next week's schedule you realize you need more work. You use the advanced filters and Email Marketing feature to bring in additional work for next week.
In the last few years your competitors have billed over 3 billion in revenue through Service Autopilot.
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Continue working on your business.
After lunch you spend several hours working on your business. It's time to review today's successes and get ready for tomorrow.
Verify all of today's jobs are complete.
First, you scan the days schedule to confirm all jobs and To Do's have been completed. You read the field notes to see if your crews told you about anything that needs to be taken care of tomorrow.
Confirm the day was a success.
Next, you check today's Job Cost Report to ensure your jobs were under budget and achieved their financial targets. You have one minor issue to discuss in the morning with one of your techs.
You call it a day.
Finally, because the system automatically generates your invoices and syncs them to QuickBooks there isn’t anything else to do. Today was a success, it was spent working to improve the business.
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