Orbit: Estimates

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 4: ORBIT class is an introduction to Estimate from setup to workflow within Service Autopilot.

In Orbit we will demonstrate:

  • All setup work for Estimates

  • The Estimate workflow

  • Creating the estimate grid and documents for the client's View My Proposal

  • Manage client electronic acceptance, and notifications

  • How to schedule jobs from an accepted estimate

Webinar Presenters

  • SA Implementation Consultants

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