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