How to use Service Autopilot's automation to make sure you don't miss any To Do items.

1. 3 Reasons Service
Autopilot’s “To Do” Lists
Will Make Your Life Easier

2. Do you catch
yourself jotting
down notes on
scraps of paper?
Worse yet, do you
just try to
remember things?

3. You should use
Service Autopilot to
create digital
stickies with your
task lists.
Make residential cleaning checklists using
the mobile app too!

4. To Dos are tasks that anyone in the
firm could do, but most firms don’t
have a way to assign them or track
completion.

5. Service Autopilot offers three main
ways to keep track—
1. Schedule Reminders – for ‘in-the-future’ To
Dos.
2. Create To Dos in Bulk – create mass To Dos
for multiple jobs.
3. Inspection Reminder To Dos – remind
yourself or a team member to inspect after
certain jobs are completed.
For visual examples on how to do these, click here.

6. 1. Schedule
Reminders – for
‘in-the-future’
To Dos using
the mobile app.

7. Often things that need to be done in
the future are written down
and then overlooked. Particularly
if the task will occur more than a few
days into the future.

8. You intend to back it up somewhere, send
a text to someone, tell somebody to help
remind you, but it still falls through the
cracks.

9. With Service
Autopilot’s To Do
system, you can
create a To Do that
will automatically
remind you when
that task is due.

10. It allows you to
specify the type
of task and
specify its
due date.

11. 2. Create To Dos in Bulk

12. Service Autopilot allows you to
bulk market to your clients using client
list.

13. You can filter that list in various ways
(ZIP Code, client type, etc.)

14. Assuming you’ve sent out an email
blast to your customers, you can now
create a mass to-do for each individual
customer to follow up.

15. This will create an individual To Do
task for each customer’s follow-up
contact.

16. You can assign these to someone
specific, and also set due date.

17. This will
create
individual To
Dos on your
list now.

18. 3. Inspection Reminder To Dos

19. If you wish to periodically perform
quality inspections on your crews, you
can use the Service Autopilot program
to schedule these.

20. You can choose a client, day, add the
task, assign to a person, set a type,
and label the task.

21. Once you set a task for a specific
day you can get it onto your
dispatch board.

22. Service Autopilot is NOT just a
scheduling, accounting, or marketing
program.

23. It can handle your day-to-day task management
and create employee accountability

24. Is SA right for you? Take this easy 15-
question quiz and find out.