New to Service Autopilot or just looking to brush up on your skills? Join us for our 4 hour Customer Lifecycle Training for only $149! We typically offer this training for $999, but you can share this cost with other members by joining this webinar.

“I I feel that it was much more informative than any one-on-one I’ve ever done with SA and we would defintely sign up again for future trainings!  Yesenia was very thorough, explained everything so well, and I think the thing that made her stand out from SA trainings is that she has actually used SA in everyday work… You guys did a great job touching on so many points, and one thing flowed easily into another.” – Pamela

Because we want to keep the class intimate, we are limiting the sign ups to 10 participants.

Training will be performed remotely via screen share and will cover the following topics:

  • Client Management & Communication
  • Dispatch Board & Scheduling
  • Accounting & Invoicing
  • Estimates
  • Follow up Q & A

Bonus items included FREE with this webinar- these items alone cover the cost of the webinar!

  • RBS Lead Capture Form- This form can be posted on your website to have lead information entered directly into SA when they visit your website
  • Credit Card Form- Send clients this form to enable them to update their credit card in your system without having to go through the Client Portal
  • Estimate Document Bundle- RBS Estimate Grid, Estimate Document, and Estimate Email.
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