Service Autopilot: Master & Custom Packages Part 2

Описание: In Part 2 of our Master & Custom Packages training series, we dive deeper into how to implement recurring job scheduling using Service Autopilot, one of the leading tools in home services job management software.

This video covers everything you need to know about deploying packages across your client base—from adding them to estimates, customizing service rounds, and scheduling jobs to dispatching from the waiting list and renewing packages for the next season.

📌 In this video you’ll learn:
• How to add Master & Custom Packages to estimates
• Scheduling jobs based on fixed or rolling date logic
• Using the Waiting List for dispatch and job management
• Renewing packages efficiently for seasonal continuity
• Best practices for flexible recurring service models

Whether you’re managing fertilization rounds, pest control treatments, or seasonal cleanups, this session shows how Service Autopilot helps automate job creation, streamline scheduling, and improve your team’s efficiency.

Need help setting up packages or optimizing your SA system?

📬 Contact us at: [email protected]
🌐 Visit: https://automationinvasion.com

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