On The Path To Payment - Service Autopilot Training

Getting paid for all your hard work is the key to your growing business. Having systems in place to schedule, route and complete jobs is essential. Then, you need to be set up to take payments and you’ll be on the path to success! 

Service Autopilot

Service Autopilot is a powerful CRM software platform designed to help businesses manage their operations more efficiently. Whether you run a landscaping company, a cleaning service, or a pest control business, Service Autopilot can help you schedule appointments, manage invoices and payments, and store and manage important customer information.

Using the Dispatch Board and Waiting List

The Dispatch Board is one of the most powerful tools you can use to run your business. You can see all your scheduled jobs for all your resources in one place. If you become an expert at using the features that the Dispatch Board offers, you will be able to find all the important information you need in seconds, so you can spend time focusing on ways to grow your business.

Using filters to segment your data will reduce the amount of time you need to spend getting your routes ready or finding valuable information. Some of the filters available are:

  • Resource
  • Service
  • Address
  • Client Name
  • Tags
  • Proximity Search

Each filter offers you a way to see the information you need, to make informed decisions about who to assign work to and where in the day the work should be performed. And, even how close to other customers the job you’re bidding is located (proximity search filter). All these can be stacked and saved as a view that can be reused with a few simple clicks.

Other essential uses of the Dispatch Board include routing jobs and saving the route order so you can easily use it again, dispatching the day’s jobs so they can be viewed on the mobile apps, printing paper route sheets, managing multi-day jobs, and keeping track of budgeted vs actual hours for your jobs, as well as closing out your day so you can be sure all your per unit and hourly jobs are going to be billed correctly.

The Waiting List looks very similar to the Dispatch Board, but it’s different in that it offers you a way to keep track of jobs you know you need to complete, but you aren’t quite sure of the exact date the job will be performed. Just by choosing the correct date in the date picker, you can see a list of all the work your company needs to get completed and it even tells you when jobs are past due (highlighted in red), so you can prioritize getting them done so no one slips through the cracks.

Mobile Apps

Service Autopilot offers two mobile apps that can be used by your field staff to keep track of assigned work, work completed and any job notes or special instructions that they might need while at the job site. You can even let them add services and products to the job if you set the correct user roles and rights. Before and after photos can be added, or even required, if you want to make sure you have a visual record of work completed. 


This is where the money comes in. By accepting prepayments or charging credit cards in bulk, you can control your cash flow so that your business always has the money it needs to grow when an opportunity presents itself.  

With Service Autopilot, you can create professional-looking invoices in minutes. You can also automate your billing and invoicing processes, saving time and reducing errors. And, Ready Business Systems has automations that can help make sure your past due clients are reminded that they need to pay for your completed services. We even have steps that can remind you to pause services, so you can have better control over who owes you money and why.  

Want to Learn More?

On Feb 14th, 2023 we started an 8 part series  – The RBS Winter Webinar Series – to help people get the training they need to implement Service Autopilot in their business. The information we shared here was just a portion of the content we plan to cover in our second installment called “On The Path To Payment” on Tuesday Feb 21, 2023. If you’d like to attend you can sign up by clicking here. We also made a quick video that previews the upcoming session:

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Ready Business Systems specializes in helping service businesses producing $1-10 million in annual sales to free time and increase profits through expert Marketing, System Building, Training, and Automation. If you’re looking for a more tailor-made option take a look at some of the other services we now offer:

  • 1-on-1 Coaching to help you get past the hurdles keeping you from reaching your goals
  • Custom System Build Packages to elevate your company above all your competition
  • Virtual or On-site Service Autopilot Training so your team can learn how to use the system to maximize efficiency

Want to know what it’s like to work with RBS? Check out our video here, or fill out our contact request form and we’ll be happy to discuss your options with you!