Course curriculum

  • 1

    Overview of Workflow

    • Welcome Overview

    • Copy of How to use this course

    • Overview Of Workflow Inside Service Autopilot
  • 2

    Chapter 1 - Automated Training For SA 1 of 6

    • 1 of 6 - Lead source tracking

    • 2 of 6 - Referral Tracking

    • 3 of 6 - Commercial Vs. Residential & Priority Levels

    • 4 of 6 - Billing Details

    • 5 of 6 - Gear Icon

    • 6 of 6 - Lead Acquisition Via Office & Website

    • Chapter 1 Quiz
  • 3

    Chapter 2 - Automated Training For SA 2 of 6

    • 1 of 6 - Two Way Texting & Message Center

    • 2 of 6 - User Roles & Rights

    • 3 of 6 - Job Estimate Templates

    • 4 of 6 - Estimate Document & Pricing Grid

    • 5 of 6 - Services & Custom Fields

    • 6 of 6 - Master Packages

    • Chapter # 2 Quiz
  • 4

    Chapter 3 - Automated Training For SA 3 of 6

    • 1 of 6 - To Dos and To Do Types

    • 2 of 6 - Maps Pro

    • 3 of 6 - Estimate Templates When Creating an Estimate

    • 4 of 6 - Estimate Template Work Flow - Emailing and Printing Estimates

    • 5 of 6 - Estimate Lost Process

    • 6 of 6 - Estimate Won Process

    • Quiz # 3
  • 5

    Chapter 4 - Automated Training For SA 4 of 6

    • Converting a Lead Into a Client

    • Scheduling a one time job

    • Scheduling a Recurring Job

    • Scheduling a waiting list job

    • Scheduling a package job

    • Setting Up a Contract with Installments

    • Quiz # 4
  • 6

    Chapter - Automated Training For SA 5 of 6

    • 5-1 Route Optimization

    • 5-2 Routing Manually

    • 5-3 Routing Group Stops

    • 5-4 Show route pins, GPS, & driving directions

    • 5-5 Changing Crew Assignments on the Fly For One Day Only

    • 5-6 Schedules Live in Mobile or Print

    • Quiz # 5
  • 7

    Chapter 6 - Automated Training For SA 6 of 6

    • 6-1 Close Out Day Screen

    • 6-2 Close Out Day Screen and Crew Members

    • 6-3 Close Out Day Screen: Sanity Check For Budget and price

    • 6-4 Invoices: Print & Email

    • 6-5 Running Credit Cards (invoices to charge)

    • 6-6 Payments and Pre Pays

    • Quiz # 6