Service Autopilot: Master & Custom Packages Part 1
Автор: Robert Cain
Загружено: 2025-05-14
Просмотров: 30
Описание:
Unlock the full power of Service Autopilot with this in-depth walkthrough of Master and Custom Packages—essential tools for any growing lawn care, pest control, or home services business. In Part 1 of this training, we break down how to build, configure, and deploy package-based scheduling to automate recurring services and simplify seasonal workflows.
Learn how to:
• Set up Master Packages for fixed-date recurring services
• Use Custom Packages for rolling, client-triggered programs
• Configure default pricing, service intervals, and technician notes
• Eliminate manual job entry with repeatable templates
• Optimize your workflow with the right package strategy
This training is perfect for Service Autopilot users looking to streamline operations, improve billing accuracy, and scale their business using built-in tools within the platform.
🔧 Need help implementing packages or setting up your Service Autopilot system?
📩 Contact us: [email protected]
🌐 Visit: https://automationinvasion.com
📅 Part 2 will cover:
• Adding packages to estimates
• Scheduling and dispatching
• Renewal processes and automation tips
#ServiceAutopilot #HomeServicesCRM #JobScheduling #FieldServiceSoftware #AutomationInvasion #LawnCareSoftware #PestControlSoftware #ServiceAutopilotTraining #RecurringJobs #CustomPackages
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