Keeping Tabs On Your Business

Tickets in Service Autopilot - Keep Tabs on Your Business

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Tickets in Service Autopilot - Keep Tabs on Your Business

Are you tired of missing out on potential sales and customer referrals because of poor service? It’s time to step up your game and start using the powerful Tickets in Service Autopilot! With this tool, you’ll be able to efficiently track customer issues and service requests, ensuring that nothing falls through the cracks. Not only will you be able to provide top-notch service to your existing customers, but you’ll also be able to use the insights and analytics provided by Tickets to optimize your workflows and continually improve your offerings. Don’t settle for mediocrity – take your service-based business to the next level with Tickets!


Service Autopilot

Service Autopilot is a comprehensive software platform designed to help service-based businesses streamline their operations, improve their efficiency, and ultimately grow their businesses. Whether you’re a landscaping company, a cleaning service, or any other type of service provider, Service Autopilot offers a range of tools and features to simplify and automate everything from scheduling and dispatching to invoicing and payment processing. With its intuitive interface and powerful capabilities, Service Autopilot has become a go-to solution for many service businesses looking to optimize their workflows and take their operations to the next level.


What are Tickets, and how do they work? 

First things first: let’s define what we mean by “Tickets.” Tickets In Service Autopilot are either a call, a note, or a calendar event.  A note or a call is a record of a customer issue or service request that needs to be addressed. A calendar event is a non-billable task that can be scheduled and routed as well as repeated if necessary. Each Ticket includes important information such as the customer’s name and contact information, the type of issue or request, and any relevant notes or details. Tickets can be created manually by your team or automatically by Service Autopilot based on customer requests or automations.

Once a Ticket is created, it moves through various stages in the workflow until it is resolved. For example, a Ticket might start in the “Open” status when it is first created, move to the “Pending” or “On-hold” statuses when you are waiting for someone else to take some action or make a reply, and finally move to the “Completed” status when the issue or request has been resolved.


Using Tickets in Service Autopilot to improve your service based business

Now that we’ve covered the basics of Tickets, let’s explore how you can use this feature to improve your service-based business.

  1. Streamline your workflow – One of the biggest benefits of using Tickets in Service Autopilot is that they can help you streamline your workflow and ensure that nothing falls through the cracks. With Tickets, you can easily assign and prioritize tasks, communicate with customers in real-time, and track the progress of each issue or request from start to finish. This can help you avoid delays, reduce errors, and ultimately provide better service to your customers.
  2. Improve customer satisfaction – Another key benefit of using Tickets in Service Autopilot is that they can help you improve customer satisfaction. By tracking customer issues and service requests in real-time, you can ensure that you are addressing each one promptly and effectively. This can help you build stronger relationships with your customers and increase their loyalty to your business.
  3. Optimize your workflows – In addition to improving your customer service, Tickets in Service Autopilot can also provide valuable insights and analytics that you can use to optimize your workflows and continually improve your service offerings. For example, you might use Tickets data to identify trends in customer requests or issues, adjust your service offerings to better meet customer needs, or identify areas where you can streamline your operations for greater efficiency and add automations that optimize the workflow even more.


Tips for using Tickets in Service Autopilot effectively

To get the most out of Tickets in Service Autopilot, here are a few tips to keep in mind:

  1. Be consistent: Make sure that your team is consistently using Tickets for all customer issues, service requests, and non-billable tasks. This will help ensure that nothing falls through the cracks and that you are providing top-notch service to every customer.
  2. Communicate with customers: Use Tickets to communicate with customers in real-time, keeping them informed of the status of their issue or request and providing updates as needed. This can help build trust and improve customer satisfaction.
  3. Monitor Tickets data: Use the analytics provided by Tickets to monitor your team’s performance, identify areas for improvement, and optimize your workflows for greater efficiency.
  4. Automate: Consider automating Tickets in your business. This can help streamline your operations even further.


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 fourth installment called “Keeping Tabs On Your Business” on Tuesday March 7, 2023. 

Interested in attending? Sign up today!  

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We also made a quick video that previews the upcoming session, watch it here.

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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!

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