DALLAS – Service Autopilot has announced a brand new version of the software, called V3. V3 is set to launch in three distinct phases, with the first release scheduled to go live on February 21, 2020.
Service Autopilot has been built with the lawn care and landscaping Industry in mind, so that they can streamline and automate their everyday processes. The purpose of this software is to provide lawn and landscape owners with an all-in-one software solution. Service Autopilot’s V3 is an evolving upgrade that will rollout 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.
Service Autopilot is releasing this system upgrade in bite-sized releases. This gives users the ability to familiarize themselves with each component little by little. It’s also important to note that 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
The new Forms in SAV3 make it easier to customize and edit designs.
Release 1 makes sweeping enhancements to the “Core.”
V3 forms will receive a complete overhaul.
SA Members will be able to quickly create new, user-friendly forms to more easily get leads and win estimates. This massive forms update includes multi-page 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 their main office account and vice versa). Plus, employees can add Services and Products to their client’s account in the app.
The last main update in Phase 1 completely re-imagines 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’s needs.
Release 2
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. SA Members will navigate through leads, clients, jobs, and contracts with a more seamless user experienc.
These are a few of the new Workflows:
● Jobs will be re-labeled as visits, and will receive a simplification overhaul.
The new Client Account screens in SAV3 make it easier to view, make changes, and complete actions.
Release 3
Release 3 brings new CRM functionality to Service Autopilot.
By far, the biggest and most-requested change in Phase 3 is the new Email Integration in SAV3.
Members will be able to start sending and receiving emails. Plus, 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 brand-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.