Service Autopilot (SA) unveiled a new version of its software — V3, set to launch in three phases, with the first release on Feb. 21.
Service Autopilot’s V3 is an evolving upgrade that will roll out over the first half of 2020. The V3 release will give SA members a more simplified, consistent version of the software — which will make it easier to utilize the more advanced parts of the system, according to the company.
SA users will be able to run both V2 and V3 side by side, with the ability to toggle between versions whenever they want.
Here’s what to expect in the three upcoming phases:
Release 1 makes sweeping enhancements to the “core.”
V3 forms will receive a complete overhaul. SA members will be able to create new, user-friendly forms. This massive forms update includes multipage forms and logic for creating separate paths, so users can make one form that works for both residential and commercial clients.
Also in phase 1, the team app will receive new functionality. V3 forms will now be accessible and changeable within the app. Additionally, two-way form changes remove the need for double entry (i.e., form changes made in the app will automatically update the main office account and vice versa). Plus, employees can add services and products to their clients’ account in the app.
The last main update in phase 1 completely reimagines accounting within SA to provide a much cleaner, streamlined user interface. Members will be able to drag and drop columns, use common filters and customize their view to match their business’ needs.
Release 2 streamlines workflows with leads, clients and jobs.
In the second release, slated for late March 2020, workflows are being improved across the board.
Below are a few of the new workflows:
- A new job scheduling wizard makes scheduling services easier in SA.
- New activity streams tie together all account details in one panel.
- Easily segment property measurements with custom fields.
- A new pin drop allows users to tie information back to a specific point on a property.
- Updated client account screens with cleaner, easier-to-read dashboards.
- Jobs will be relabeled as visits and will receive a simplification overhaul.
Release 3 brings new CRM functionality to Service Autopilot.
The most-requested change in phase 3 is the new email integration in SA V3. Members will be able to start sending and receiving emails. They can track these emails using SA’s new ticketing system.
Also in phase 3, the dispatch board (now called “routes”) provides a much faster, more organized view of the day. Routes are organized by teams or individuals. When clicking on a route, SA users can see a detailed view of all the visits assigned to them each day.
Finally, phase 3 introduces a new ticketing system. This virtual communication hub tracks and ties together emails, job notes, events, jobs and estimates pertaining to one particular topic in one convenient place.
