Your hunt for the best field service conference is over. By attending SEC (i.e. Service Edge Conference), you’ll gain exclusive insider industry access to top-of-the-line resources. SEC is a new annual event for Service Autopilot and FieldEdge members and potential customers. Also, this program is tailored to streamline all areas of field service business. This […]
This release includes some enhancements to Automations to improve your experience and to speed up processing.
This release includes some enhancements to Smart Maps in V3, and we continued work on Automations to speed up processing. We’ve also made numerous updates to correct system issues with QuickBooks Online and other areas.
We have been working to correct challenges within Tickets since the rollout of Release 3 on November 13. This update corrects the following issues. Accounts For V2 Accounts, the Maps function was displaying "This page can't load Google Maps correctly." Sorry about that. Access to Google Maps is now working. On the Activity Stream in […]
For this update, we’ve addressed the following issues. Invoices V3: Bulk Charging from the V3 Invoices List – For some clients who didn’t have email addresses for credit card receipts, the invoice might not display as Paid. This has been corrected. V3: On the Invoice Review screen, some invoices containing a minimum amount for an […]
We are always improving Service Autopilot. This update contains an improved Data Import Tool, minor changes to spruce up some V3 features, speed improvements, and a few issues that we corrected. Enhanced Import Tool We’ve improved our tool for importing data. This will expedite the process of bringing existing data like lead lists into SA. […]
It’s been a busy summer here at SA! Read on for news about cool training options, new enhancements to Automations and V3 Forms, speed improvements, and issues that we’ve addressed. Training Updates Knowledge Base The Knowledge Base contains videos, user guides, and hundreds of articles for many features of Service Autopilot, including V3. You can search on […]
This update contains some fixes to existing issues. There are no new features in this update. Training Updates We presented a series of free webinars based on our In House training. You can access the recordings and FAQs at: HELP > Knowledge Base > Getting Started & Training. Updates to Correct System Issues Accounts On […]
This release is the next phase of our V3 redesign of Service Autopilot. Important changes have been made to Accounts, Accounting, Jobs, and Forms, plus some updates to the Team app. Remember that when you are using the new features in V3, you can always switch back to the V2 version by clicking "switch back" […]
