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Tag: Featured Post

The #1 Way to Have a Kickass New Year
Increase your business growth and revenue in 2019 with these 12 productivity tips. Plus, you'll find out the #1 way to have a kickass New Year!
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12 Must-Run Reports for the New Year
Kick off the New Year by growing your business with these 12 must-run reports. Learn everything you did right, what failed, and where you need to go for 2019.
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Does Estimate Creation Steal a Month of Your Life ... Every Year?
It’s 5:55 PM on a Friday. You’re about to close up the office. Dinner is calling, and so is that oh-so-comfortable couch in your living room. The phone rings. It's a potential client. They apologize for calling so late, but they want to get an estimate. You take 20 minutes to place each service and package […]
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User Roles and Rights in Service Autopilot
Here is why User Roles and Rights matter: Does your Crew Leader need to send out invoices? Can your Office Staff change the prices of your services? Should your Pest Control Technician be able to see how much money a client owes? If you don't solidify your Users Roles and Rights, even a well-meaning employee could accidentally wreck […]
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How to Export Lists from Service Autopilot
Usually when you're using Service Autopilot, you're worried about putting data INTO the system. However, there are a few situations where you might need to export lists of data OUT of Service Autopilot, so you can give data to a third party without giving them access to your account. Exporting lists from Service Autopilot is an advanced feature, so […]
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Snowing Yet? Snow Training for Service Autopilot is Here!
Snow removal is a big deal. You need to get everything just right... ...because if you don't, you could lose a big contract. There's one piece of your business you can always count on to work, right when you need it: Service Autopilot. Set the system up one time, and you'll never have problems scheduling your […]
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