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

Easier

Do you catch yourself jotting down notes on

scraps of paper?

Worse yet, do you just try to

remember things?

You should use Service Autopilot to

create digital stickies with your

task lists.

Make residential cleaning checklists using the mobile app too!

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.

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.

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

the mobile app.

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.

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.

With Service Autopilot’s To Do system, you can

create a To Do that will automatically remind you when that task is due.

It allows you to specify the type

of task and specify its due date.

2. Create To Dos in Bulk

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

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

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.

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

contact.

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

This will create

individual To Dos on your

list now.

3. Inspection Reminder To Dos

If you wish to periodically perform quality inspections on your crews, you can use the

Service Autopilot program to schedule these.

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

label the task.

Once you set a task for a specific day you can get it onto your

dispatch board.

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

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

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