SOAR: Get Business

Welcome to Service Autopilot! Our live classes teach you different aspects of the system and give you hands-on practice. Please take the four classes in order.

In Class 3: SOAR is an introduction to internal and external communications engaging the use of our Document Editor in Service Autopilot.

In Soar we will demonstrate:

  • Creating and managing custom and invoice emails

  • Using the document editor

  • Sending emails individually and in bulk

  • Checking email activity

  • Creating and managing tickets for internal communication and management

Webinar Presenters

  • SA Implementation Consultants

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