Training Videos
The Rahn Companies “How-To” Manual for Service Autopilot
- If there are still questions after reviewing the “How-To” manual and the videos below, please complete an IT Support Ticket for assistance.
V3 Started being released on 2/21 – Click Here to Monitor/Learn the Changes
Click the Title Below to Access the Video
- Entering a new lead into Service Autopilot when they contact your office
- Entering a new lead into Service Autopilot when they fill out a form on your website
- Creating a new estimate in Service Autopilot
- Sending an estimate in Service Autopilot
- Actions for “lost estimate” in Service Autopilot
- Actions for “won estimate” in Service Autopilot
- Scheduling a job after a “won estimate” in Service Autopilot
- Routing & Dispatching job off dispatch board in Service Autopilot
- Dispatching job off calendar in Service Autopilot
- Dispatching job off the dispatch calendar in Service Autopilot
- Closing jobs out (recording job times/details to get them ready to be invoiced) in Service Autopilot
- Creating/sending invoices and collecting payments (cash, check, or credit cards) in Service Autopilot
- Setting up sales/lead source tracking in Service Autopilot
- Setting up custom fields in Service Autopilot
- Setting up the wiki in Service Autopilot
- Email marketing blasts in Service Autopilot
- Calendar Video (appointment based booking)
- Foundations For Scheduling & Reporting:Employee Payroll
- Renewing and Up Selling Jobs Through Service Autopilot Sales Campaigns
- Piece Rate Pay, the benefits and how to implement it in your business
- Utilizing Service Autopilot free stock photos in the document editor and how to customize them
- 3 Steps to Success and Delegation(office phone form, new work order form, and on site work form)
- The Top 4 DashBoard Widgets In Service Autopilot for KPI’s [key performance indicators]
- Elements of an estimate document that convert sales
- Automating your sales and employee systems
- Hiring criteria for the service industry [how picky can you/should you be]
- Snow Setup & Workflow in Service Autopilot
- Creating a package to track and perform staking before the snow season in Service Autopilot
- Text messages inside your CRM and proactively communicating with your leads and clients
- Job tracking for profits and accountability
- Renewing and Up Selling Jobs Through Service Autopilot Sales Campaigns
- How to track man hours when crew size changes
- Snow Removal Estimate Set Up
What Our Clients Say About Us
We love hearing from our customers! Click here to submit a review/testimony.
Amy & Moshe V.
Mount Laurel, NJ
Julie B.
Haddon Heights, NJ
Julie & Ed S.
Laurel Springs, NJ
Barbara B.
Voorhees, NJ
Steve S.
Blackwood, NJ
Chris S.
Haddon Township, NJ
Karla B.
Blackwood, NJ
Stephan G.
Pennsauken, NJ
Job was very well and efficiently done in several hours work. Contractor brought in adequate equipment and expert manpower, and took care of the work with no issues or problems
Jean Marie W.
Williamstown, NJ
Kyle S.
Newfield, NJ
The quality of their work is top notch and the laborers are very professional and the Rahn Contracting office staff has been fantastic. They communicated with us on a regular basis and the pricing has always been fair. The work was also done in a very timely manner (in fact, faster than we expected!). We highly recommend using Rahn Contracting!
Business License – Contracting: 1813187 • Business License – Landscaping: 2028310 • Home Improvement Contractor License – Contracting: 13VH07820800 • Home Improvement Contractor License – Landscaping: 13VH09422200 • Pesticide Certification Number: 94897A • DOT Number: 32942056 • DUNS Number: 116966976 • Stormwater One Certification: 397521cb
Powered by Realiiz