In order for Ready Business Systems to be able to access your account you must setup Ready Business Systems as a Certified Advisor. To set us up as a Certified Advisor:
Create a login to your account and we will set up the connection for you
Click the profile button at the top right corner of your screen and “Certified Advisor Information”. Find Justin Woodford- Ready Business Systems, click “learn more”, then Connect with your Service Autopilot Certified Advisor.
If there is anything you do not want Ready Business Systems to be able to access, you may uncheck those boxes. We will contact you if we need you to change access settings if needed for specific implementations. At a minimum, we recommend the following access below.