Introducing Version 3: the most powerful version of Service Autopilot. Discover our newest game-changing features coming this Spring.
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.
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”.
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.
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 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:
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:
V2 Contracts will NOT automatically convert to Installment Plans, but there will be an option to convert existing Contracts to Installment Plans.
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.
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).
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.
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.
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!
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!
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).
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.
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.
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.
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.
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.
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.
