NEW 2nd RELEASE Details!

Streamlined Workflows

Release Roadmap

Introducing Version 3: the most powerful version of Service Autopilot.
Discover our newest game-changing features coming this Spring.

  • 1st Release

Core Enhancements

February 21, 2020

  • RELEASE IS LIVE!
  • 2nd Release

Streamlined Workflows

Date: To Be Announced

  • 3rd Release

Time-Saving Communications

Date: To Be Announced

A Message from Our Founders:

We know how important time and money are to you.

That’s why, over the coming months, each V3 release will give you a more simplified, consistent Service Autopilot. You’ll see streamlined workflows that just make sense. V3 is focused on the people who use our software. The logic you’ll see unveiled adds a more human, intuitive dynamic to the system. You’ll begin to move flawlessly from screen to screen because every screen adheres to the same design principles.

And because we know that you can’t take a massive chunk of time out of your business to learn a new system, we’re giving you this system upgrade in bite-sized releases. This grants you the ability to familiarize yourself with each component little by little, and truly maximize its value.

You’ll also be able to run both V2 and V3 side-by-side, with the ability to toggle between versions whenever you want.

Our training team is hard at work creating new videos and guides for V3. As more of these learning materials become available, this site will keep getting updated. Our goal is to make this transition as seamless and valuable to your business as possible.

Sincerely,

John Caldwell and Jonathan Pototschnik
– Co-Founders, Service Autopilot

  • 2nd Release
  • NEW RELEASE!

Streamlined Workflows

Date: To Be Announced

Here’s the full potential of R2:

In Release 2, we’re streamlining workflows! The way you interact with Leads, Clients, Contracts, and Jobs have all been re-imagined. You’ll move from section to section with ease, giving a more natural, more efficient workflow.

  • NEW, simplified Account Lists eliminate clutter
  • A more intuitive, user-friendly Account Screen
  • NEW Installment Plans let you easily bill in pre-set, seasonal, or monthly amounts
  • Form Responses are easier to navigate
  • NEW Team App setting lets you require Before-and-After Photos

Accounts

Simplified Account Lists

To simplify your Accounts, Leads and Clients are in separate lists. Instead of creating a new Account when your client converts, you simply change their status to “Client”.

IMPORTANT

Until they’re reworked for V3, the Bulk Edit and Bulk Schedule options aren’t available yet. You can still switch back to V2 to use them.

A More Intuitive Account Screen

The new Account Screen shortens the steps you take to make an action. To make it easier to find the information you need, all of your Account Activity is in one place. You’ll see things like completed Visits, Payments, Invoices, and Milestones.

Take a look at some of the major changes:

  • The Activity Stream allows you to easily find what you’re looking for by using the search bar or filter checkboxes.
  • To quickly see what you need, all of your most important Account Information is at the top of the screen. And so you don’t have to go to another page, you’ll find Jobs, Billing Info, and Installment Plans here too.
  • Quickly edit your Accounts with all of your primary Actions and items now added to the left side menu.
  • Search for things like Tags, Custom Fields, Related Accounts, and Marketing Preferences, on the same page.
  • Property Information is now on a separate screen, which gives you the added feature of transferring an Account to another Property.

NEW Jobs & Visits

Jobs Reworked

  • To help eliminate the confusion between Master Jobs and Jobs in V2, we’ve changed their names in V3. Now, they’re called Jobs and Visits! This means a Package Job has multiple Visits.

Simplified Job Creation

The updated process for Creating Jobs is way more streamlined and easy-to-use than ever before in Service Autopilot. We’ve also introduced a new three-step Job Creation Wizard to help you get familiar with the new workflow!

Take a look at some of the biggest improvements:

  • In Release 2, One Time Jobs and Waiting List Jobs are now the same. Every One Time Job will be created as a Waiting List Job, but it’ll be scheduled on a specific date. This means that any One Time Job can be sent back to the Waiting List.
  • We got rid of the confusion between Master Jobs and Jobs by renaming all Recurring Jobs and Package Jobs as Repeat Jobs. This means the individual occurrences of services are called Visits, and the master-level jobs are called Jobs.
  • Customize your Invoice Settings! In the 3rd step with the Job Wizard, you’ll select when your job will Invoice (daily, weekly, or monthly).

V3 Accounting Changes

NEW Installment Plans are upgrading the old Contracts feature. Now, you can choose to invoice based on preset monthly amounts, instead of completed Jobs.

Take a look at some of the enhanced functionalities:

  • In Release 2, you can create Multiple Line Items for each Installment Plan Invoice. This means you can now designate funds to different Accounts for Accounting purposes.
  • Now, the Print Settings for the Installment Plan Invoices are located within the Installment Plan. This allows you to specify which Line Items you need to appear on the Invoices.
  • Installment Plan Overages are set at the Job Level, so you’ll generate more accurate Account Reporting.

IMPORTANT

V2 Contracts will NOT automatically convert to Installment Plans, but there will be an option to convert existing Contracts to Installment Plans.

V3 Forms Changes

Easily fetch the data that’s important for optimizing your growth strategies with the relocation of V3 Form responses. Now, your client’s V3 Form responses can be found in the Activity Stream within the Account Screen. You can also print your Form responses.

Email Form Responses

Fill out V3 Forms on the V3 Account Review and Visit Review Screens. This is similar to the V2 “Form Options” publishing (in the Client View and V2 Job Occurrence Overlay).

  • Publishing V3 Forms with Captcha

When publishing a V3 Form, Members cannot select the “Source Code” publishing option if they have Captcha enabled or if there’s a Credit Card Update field on the form.

  • Certified Advisors Publish V3 Forms to Marketplace

With R2, Certified Advisors can publish V3 Forms to the Marketplace. Who’s allowed to publish is not changing—it has always been only Certified Advisors.

  • See Form Responses on the Activity Stream

You can see V3 Form responses under Activity on the Accounts Screen.

Here’s how to do it:
All History > Form Responses > Check the box > And now you can see it!

  • Print Form Responses

Forms must be printed individually (not in bulk).

Here’s how to do it:
Forms Response Screen > Click Print in the left panel > System generates a PDF > And save, download, and/or print with the buttons on the top right!

  • Email Form Responses

Fill out V3 Forms on the V3 Account Review and Visit Review Screens. This is similar to the V2 “Form Options” publishing (in the Client View and V2 Job Occurrence Overlay).

Team App Update: Before & After Photos

Similar to the Legacy Mobile App, you can now require Team users to add Before-and-After Photos in the Team App.

Now your teams will never forget to add another photo, and your clients will see the progress you’ve made.

Get happier clients. Grow a healthier business. Service Autopilot is your one software for everything.

Get a Jumpstart on V3 Training

Our training team has put together extensive documentation and video training for V3. For all documentation, log in to Service Autopilot. You’ll find all the documents here: HELP -> Knowledge Base -> Search for “V3”

You can find our videos here:

Stay tuned for more training videos. We’ll upload them here, and to our Service Autopilot YouTube channel as they go live.

  • 1st Release

Core Enhancements

February 21, 2020

Introducing… V3 Forms

For SA V3, we have completely re-imagined Forms. V3 Forms will streamline your processes while saving you more time than you thought possible.

  • Create new forms quickly and easily.
  • Build multi-page forms. 
  • Use conditional logic to put users down unique paths. (Example: create two paths in forms – one for residential and one for commercial.)
  • Automatically update exsiting accounts.

Your supercharged V3 Forms will run side-by-side with V2 Forms. That means you will still be able to utilize all of your existing forms. The only caveat? V2 Forms will not be compatible with the new V3 Forms. So if you’re thinking about pulling an old form into the new Form Builder, you’ll have to rebuild the form in V3 instead.

New Team App Functionality

With R1 comes new functionality for the Mobile Team App. The new, high-powered version of Forms will be accessible on the app. Select available forms and make changes to an account while in the field. Changes are immediately pushed to your main office account – no double entry needed.

Need to make changes on a form from the office for immediate use in the field? No problem. Make a change in your main account, and the changes will be immediately pushed to the forms in the Team App.

In addition, employees will be able to add Services and Products to a client’s account via the app. Add a visit, additional products, and change quantities – all in the Team App.

Accounting Re-imagined

Invoices

A re-imagined Invoice section provides a much cleaner, streamlined user interface. You’ll notice that the Invoice Number has been pulled into a more convenient location. We’ve also provided ample prebuilt commonly used filters, plus the ability to build your own filters. Easily drag and drop, sort, and edit columns to match the view you desire. 

Infinite scrolling allows you to continuously browse your list of invoices without having to click from page to page.

Our new Actions section delivers supreme power with one click – putting your most used functions all within easy reach. New icons make each tool easily distinguishable at a glance. 

The usage of color will be even more important within SA V3. For example, Blue Text will always represent a clickable link. Click the name of an account, and you’ll be taken to that account. Click on the invoice # and you’ll be taken to the invoice review overlay where you’ll find your most important actions at your fingertips.

Payments & Checks

Payments and Checks get a fresh look with overlays that cleanly show all your pertinent details. Review your payments, and you’ll see all the invoices that have been applied to that payment. (Checks are a QBO-only feature.)

Crediting and Funding Made Easy

Refunding and issuing credit can be a bit complex in V2. With the advent of V3, we want you to make as few clicks as possible, so we’ve simplified the workflow. We’ve taken all the complexity of this process and moved it to the background.

Get a Jumpstart on V3 Training

Our training team has put together extensive documentation and video training for Release 1. For all documentation, log in to Service Autopilot. You’ll find all the documents here: HELP -> Knowledge Base -> Search for “V3”

You can find our videos here:

Stay tuned for more training videos. We’ll upload them here, and to our Service Autopilot YouTube channel as they go live.

Get happier clients. Grow a healthier business. Service Autopilot is your one software for everything.

  • 3rd Release

Time-Saving Communications

Date: To Be Announced

We know that you’re spending too much time (or maybe not enough) copying and pasting emails and notes into V2 to keep track of all your client communications. That’s why Release 3 delivers a HUGE value to V3 with time-saving features.

Here’s the full potential of R3:

Gmail Integration!

You’ll be able to connect your Gmail account, granting you the ability to start sending and receiving emails within V3… Plus track them with our new ticketing system...

Ticketing System

V3’s Ticketing System takes your To Do’s and supercharges them! This virtual communication hub tracks and ties together emails, notes, events, jobs, and estimates pertaining to one particular topic in one convenient place.

Get happier clients. Grow a healthier business. Service Autopilot is your one software for everything.

And Beyond...

As we mentioned at the top of this site, V3 is an evolving upgrade that begins its rollout early 2020 and continues throughout the year. As each additional release is ready, we’ll notify you of upcoming features through this site, emails, your SA MyDay banner, and our Facebook Member Group.

Grow Your Business... Faster (and with Less Stress)

Get happier clients. Grow a healthier business. Service Autopilot is your one software for everything.
  • Instant invoicing
  • Better scheduling
  • Manage your clients and employees all in one system