Service Autopilot Training
System Wide Training for Service Autopilot Users
One platform. Every role. Fully trained.
Whether you’re brand new to Service Autopilot, bringing on new team members, or simply want your staff to finally use the system the right way—our System-Wide Training has you covered.
We offer structured, role-specific training designed for Sales Reps, Admin/CSRs, Schedulers, and Crew Leaders. Each session is built around real-world workflows, so your team learns what they actually need to do—not just how to click buttons.
No more scrambling when someone quits mid-season, guessing how things should be done, or relying on partial knowledge passed down through the office. We’ll make sure your entire team knows how to:
• Navigate the system with confidence
• Create estimates, jobs, and invoices accurately
• Use the dispatch board and mobile app efficiently
• Automate tasks and streamline communication
Get everyone aligned, trained, and productive—fast.
We handle the training so you can focus on growing the business.
Sales Reps
Create and manage estimates, track lead sources, and convert approved quotes into jobs.
Customer Service
Add and update client accounts, manage communications, send invoices, and handle service requests.
Schedulers
Schedule and dispatch jobs, manage routing, monitor the dispatch board, and adjust calendars as needed.
Crew Leaders
Use the mobile app to complete jobs, submit forms, update notes, and communicate field updates.
4 Hour Intensive Training
Need to get your team up and running—fast? Our 4-Hour Intensive Training is built for lawn care and landscaping businesses that want a full system walkthrough, hands-on training, and real-world workflows packed into a single powerful session.
Whether your team is new to Service Autopilot, rebuilding after turnover, or struggling with inconsistent processes, this training delivers everything they need to use the platform efficiently from day one.
Book a Call
Not sure where to start? Book a 15 Minute Call so we can discuss your current needs and come up with a gameplan.
Industries We Serve
Tree Services
Lawn Care
Landscaping
House Cleaning
What do we cover?
Train your entire team with end-to-end Service Autopilot instruction. From client setup to job completion, invoicing, reporting, and automation—we streamline every step for consistent, efficient operations.
🧾 Accounts & Contacts
•Add/edit client profiles with proper billing and contact info
•Use “Related Properties” to manage commercial or multi-property clients
•Set account types (residential vs. commercial)
•Configure email preferences (e.g., “Do Not Market”)
•Link accounts to streamline billing visibility
•Add internal notes for communication (e.g., hearing impaired, specific contacts)
🗓 Job Scheduling & Dispatch
•Create jobs from estimates or directly from the client screen
•Understand job types: one-time, recurring, waitlist
•Use the dispatch board: color-coded by day, weekly view, drag-and-drop rescheduling
•Bulk edit jobs and update assignments
•Add job notes, select teams, and configure call-ahead alerts
•Schedule from the “waiting list” and dispatch when ready
•Highlight use of condensed printed route sheets if tech tablets fail
💳 Invoicing & Payments
•Review, customize, and merge invoices
•Filter invoices by delivery method (print/email) and flag for review
•Manage billing terms (e.g., Due on Receipt vs. Net 30)
•Bulk charge clients with card on file
•Add refunds, credits, and internal billing notes
•Merge payments for unlinked accounts as needed
📲 Mobile App & Field Usage
•Configure mobile permissions by role
•Require before/after photos on jobs via tablet
•Set visibility rules for service details and job notes
•Notes tagged for crew will appear as internal job instructions
•Real-time updates available as long as techs refresh their schedules
🧰 Forms & Automations
•Use pre-built or custom forms for job feedback, site issues, or repair needs
•Attach forms to services and automate email confirmations
•Set up automations for follow-ups, reminders, or budget-hour alerts
•Automate client communication based on form triggers (e.g., confirmation after job complete)
•Customize who receives internal notifications based on form content
📈 Sales, Estimates & Lead Tracking
•Convert leads to clients and schedule jobs from estimates
•Assign sales reps and track acquisition sources
•Use tags and pipelines for visibility on sales progress
•Automate estimate follow-ups with emails and task creation
📊 Reporting & Insights
•Use job closeout reports to compare estimated vs. actual time
•Review profitability by service or team
•Leverage filters to analyze invoice status, completion trends, or service types
•Set up periodic report schedules for ongoing review
👥 Crew Management & User Settings
•Assign teams and designate crew leaders
•Set permissions to control who can edit/delete job or client data
•Customize access to mobile features per role
•Prevent accidental deletions or unauthorized actions through user roles
💬 Ongoing Support
•Access ongoing email and phone support during the training period
•Get follow-up answers to questions as your team implements what they’ve learned
•Receive guidance on refining workflows or solving system-specific issues
•Ensure long-term success with expert support tailored to your team’s real-time needs
