Release Roadmap

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

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

  • 1st Release

Core Enhancements

February 21, 2020

Introducing… V3 Forms

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.

  • 2nd Release

Streamlined Workflows

Date: To Be Announced

We’re streamlining workflows in Release 2! The way you interact with Leads, Clients, Contracts, and Jobs have all been re-imagined. You’ll move from section to section with ease, creating a more natural (and time-saving) series of workflows.

Here’s the full potential of R2:

New! A Jobs Scheduling Wizard makes scheduling services easier than ever
New Activity Streams tie together all account details in one panel
Easily segment Property Measurements with custom fields
New! Pin Drops allow you to tie information back to a specific point on a property
Add multiple line items in the redefined Installment Plans (formerly Contracts)
New V3 Forms added to the Marketplace
Updated Client Account screens with cleaner, easy-to-read dashboards
Your CRM functionality… on steroids. Accounts and Properties are introduced with the ability to assign/re-assign properties to an account.
Jobs (soon called Visits) get scheduling enhancements

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...

Dispatch Board

Dispatch Board… now called Routes, provides a much FASTER, more ORGANIZED view of your day. Routes is organized by teams (or individuals). When clicking on a route, you’ll see a detailed view of all the visits assigned to each team for each day.

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