Service Autopilot updates Client Portal

DALLAS, TEXAS — Service Autopilot has announced an update to its Client Portal. With this new update, Service Autopilot will provide a sleeker design along with several new features. The client portal add-on released to its members on March 5, 2021.

With the new Client Portal update, members’ clients will have the ability to view their billing history, service history and upcoming services.

Service Autopilot Members can eliminate time-consuming tasks and:

● Save office time and expenses by reducing billing calls

● Get paid faster

● Sell more work by letting clients request services via their website

● Give their company the edge by appearing more professional

● Stop trading phone calls and chasing payments

The Client Portal has the potential to save office staff hours every month, which saves time and cuts down on the amount of hourly labor.

The client portal allows clients to take numerous actions online including:

●       Keep their card on file.

●       View and print invoices.

●       Directly pay their invoice or account balance.

●       View their payment history and current account balance.

●       Ask a question or report a problem.

●       Update their credit card using a validity verification before saving it (and if they auto-charge, SA can prevent their client from deleting the card on file).

●       Update their account and contact information. (Future Functionality)

●       Request work, which opens a ticket in the system. (Future Functionality)

Click here for more information about the new client portal update.