Transcript of Automations Demo
Justin Woodford 01:33 – 01:40 I just wanted to thank you all for joining and give a little bit of background before I jump into everything. Justin Woodford 01:40 – 01:44 So today, I was going to … Continued
Sales & Marketing Webinar Transcript
Robert Cain 00:56 – 01:01 Hello, we’re going to wait a little bit for everybody to, uh, to join here. Robert Cain 01:01 – 01:02 Good morning, everyone. Robert Cain 02:23 – 02:24 Hi, good morning. Robert Cain 02:24 … Continued
How to create a net promoter in Service Autopilot
The net promoter feature shows 1 to 5 stars next to the client name in clients’ accounts Have you ever seen the little stars at the top of clients pages in Service Autopilot and wonder how to create them? The … Continued
Jobber vs Service Autopilot Review
If you’re looking for an ideal software to manage your business, this service autopilot vs Jobber review is here to help. How do you select the best one? And how do you know which software is suited for which kind … Continued
Project Management 101: Jobber vs Service Autopilot
This is a review of jobber vs service autopilot, to give you an insight into what is the best software for your business. Managing projects is a complex, difficult and challenging task. With so many sub-tasks to handle, sometimes simultaneously, … Continued
SendJim integration with Service Autopilot
Sign up for SendJim through this link and enter code “WCR” for 2 weeks free and 100 free postcards! I am so excited about this SendJim stuff that I just had to write a blog post on it! SendJim, for … Continued
How to add Credit payment link in Service Autopilot without client portal
Want to send an email to a customer to update their credit card online without having to send them to the client portal? I will explain to you here how to send an email to a customer so they can … Continued
The power of Automations
Our spring cleanup email went out today, on March 20th without any interaction after setting up the Automation in Service Autopilot. It worked as expected, the email went out with a description of the service, and any clients that wanted … Continued