accounts - service autopilot...clients and leads are types of accounts--just different statuses. to...

ACCOUNTS USER GUIDE

V3.01

Accounts User Guide

© 2020 Service Autopilot Proprietary Information. All Rights Reserved. i

Contents

What’s New in V3 Accounts ........................................................................................................... 1

Accounts Screen Overview ............................................................................................................................ 2

Merge Accounts ................................................................................................................................................................. 5

Cancel an Account ............................................................................................................................................................. 6

Activate an Account .......................................................................................................................................................... 7

Delete One or More Accounts ........................................................................................................................................ 8

Export an Account.............................................................................................................................................................. 9

Add an Account ................................................................................................................................................................ 10

Account Review Overlay – Overview ....................................................................................................... 12

The Activity Stream ...................................................................................................................................... 17

Account Milestones ......................................................................................................................................................... 19

Uninvoiced Balance ......................................................................................................................................................... 20

Schedule a Job .................................................................................................................................................................. 22

Pause a Job ........................................................................................................................................................................ 23

Cancel a Job....................................................................................................................................................................... 26

Add a Transaction ............................................................................................................................................................ 28

Add Attachments to an Account ................................................................................................................................... 29

Account Edit Overlay – Overview ............................................................................................................. 31

Add or Edit Credit Card Information ......................................................................................................... 35

No Credit Card on File .................................................................................................................................................... 35

Add a Credit Card ............................................................................................................................................................. 36

Edit or Remove a Credit Card ........................................................................................................................................ 37

Add Additional Contacts to an Account ................................................................................................... 38

Change Invoice Settings for an Account .................................................................................................. 39

Update Invoice Frequency .......................................................................................................................... 41

Add Tags to an Account ............................................................................................................................... 42

Remove Tags from an Account .................................................................................................................. 43

Add or Remove a Related Property ........................................................................................................... 44

See Property Map .......................................................................................................................................... 46

Property Measurement ................................................................................................................................ 47

Enter Property Measurements ...................................................................................................................................... 50

Add Property Photo ......................................................................................................................................................... 53

Accounts User Guide

© 2020 Service Autopilot Proprietary Information. All Rights Reserved. 1

What’s New in V3 Accounts

The Accounts screen is one of the central screens in Service Autopilot. Here, you can

add new clients or leads and manage information about them. You also can add and edit

Jobs, view Job History, manage payments, see all activity for an Account, and create or

view Estimates.

The V3 Accounts screen contains all your client and lead data in a new format. Both

clients and leads are types of Accounts--just different statuses.

To find clients or leads on the Accounts screen, go to CRM > Accounts and filter for the

status.

“Filters are your friends.” -- Scott Howard

Accounts User Guide


Accounts Screen Overview

Filters are critical to using the V3 Accounts screen. You won’t see any Accounts until you set a filter.

Apply a filter

When you first access the Accounts screen, to get started quickly, you can either click the button in

the center of the screen or the All Saved Filters link at the left to view the Common filters:

Any filters you create will appear here as well under Added by me.

If there is specific information you want to see, it's a good idea to create your own filters.

1. To get started, click Add Filter and choose one from the Accounts list:

Account Balance Account Manager Account Name Account Number

Account Past Due Account Source Account Starts With Account Type

Available Credit City Client Since Date Credit Card Expiration Date

Custom Fields Email Has Email Has Tags

Lead Acquired Date Map Code Marketing Status Phone Number

Postal Code Prepayment Balance Sales Person States/Provinces

Status Street Address Termination Date Uninvoiced Balance

Accounts User Guide


2. Each filter has different criteria. Click any of them to set

specific parameters.

After you apply a filter, it will appear on the left in a gray box:

From here, if the results to not give you what you are looking for you can click the "X" to delete the

filter or click Add filter to apply additional filters. When you are finished adding filters, click Save. This

will open the Save dialog. Give your filter a name and click Save:

You will remain on that filter view, but the name will now be updated:

Click All saved filters to see your new filter in the "Added by me" column:

Create a New Filter

To create a new filter when you are on a current filter view, click Clear all filters to start over.

Accounts User Guide


Customize the Accounts Screen

You can customize the look and feel of your Accounts screen by editing the columns and column

order. To move any of the columns:

1. Hover over to the left of any column header to see a double-dotted line:

2. Click and drag on the double-dotted line to re-position the column. You can also adjust the

columns by clicking Edit Table:

3. This opens the Edit Table overlay:

4. On the left, you can remove columns by clicking the "X" or drag and drop the double arrows to

re-position the columns.

Accounts User Guide


5. On the right is the list of all available columns. Anything already selected will have a green

check next to it. You can select additional columns one by one, or click Add all to add all

columns.

6. When you're finished editing, click Save.

However you edit the table, this will remain regardless of the current filter view.

Merge Accounts

Service Autopilot allows you to merge Accounts by designating one as the primary account, then

adding the information from other accounts to the primary account. This is a permanent change and

cannot be undone.

All transactions and Job details from the secondary account will merge, but the contact details will

not be combined. Be sure to select the most robust account as your primary account.

Warning: QuickBooks Users: If you sync with QuickBooks DO NOT Merge Clients in QB or SA. Any

duplicate accounts will need to be deactivated. Please contact Quickbooks Sync Support at SA for

additional assistance.

To merge Accounts in SA, follow these steps:

1. Go to CRM > Accounts.

2. Apply a filter, if needed. Check the boxes next to the two Accounts you would like to merge.

You cannot merge more than two Accounts at a time.

3. Click Advanced Actions.

4. Click Merge.

5. Select the Account the other will be merged to on the Merge Accounts dialog. Click Merge.

A message will display to let you know whether the merge was successful.

Accounts User Guide


Cancel an Account

Cancelling Accounts will change the Status from "Client" or "Lead" to "Former Client" or "Former

Lead". Accounts can be reactivated at any time. To deactivate Accounts one by one or in bulk from

the Accounts screen, follow these steps:


2. Apply a filter if necessary. Check the box next to the Account you want to cancel.


4. Click Cancel.

5. Select a reason for cancellation on the Cancel Accounts dialog.

6. Click Save.

A message will display to let you know how many Accounts were successfully cancelled.

Accounts User Guide


Activate an Account

To reactivate Accounts with a status of Former Client for Former Lead, follow these steps:


2. Filter the list to contain the Accounts you need to reactivate. There is a common filter

for Former clients.

3. Check the boxes next to the Accounts that need to be reactivated.


5. Click Activate.

The Status on the Account(s) will be changed to "Client" or "Lead" respectively and will

disappear from the current filter view.

Accounts User Guide


Delete One or More Accounts

To delete Accounts in bulk from the Accounts screen, follow these steps:


2. Filter the list to contain the Accounts you would like to delete.

3. Check the boxes next to the Accounts you will delete.


5. Click Delete.

6. Click OK on the Delete Account dialog.

A message will display to let you know how many

Accounts were successfully deleted or if there was

anything preventing Accounts from being deleted. If it

was not, the message will indicate what prevented the

Account from being deleted:

It is not uncommon that Accounts cannot be deleted. You can always Cancel an Account even if they

can't be deleted.

Note: Once Accounts are deleted, they cannot be retrieved. This is a permanent action.

Accounts User Guide


Export an Account

To export your list of Accounts, follow these steps:


2. Set a filter to view the Accounts you need to export.


4. Click Export.

The export will be available as a download on your My Day page.

Accounts User Guide


Add an Account

You can add an Account quickly and easily from any V3 screen in SA by clicking the Quick Add icon

in the navigation bar, then selecting Account:

The Add Account dialog is very simple and will vary based on your tax and validation settings:

Select an Account Type - Client or Lead. Enter a First Name and Last Name. This will automatically

update the Display Name field. Begin typing a Service Address and select the correct option from the

populated results. Enter a Property Name and Name on Invoice. If you have Sales Tax enabled, select

whether the Account is taxable and click Save.

The Review Account overlay will automatically be opened for you if you are on the Accounts screen

when creating an Account.

Accounts User Guide


To enter additional information about the Account, click Edit:

Any tabs that have required fields to save will show a red icon at the left.

Click each tab and the required fields will be highlighted in red. These fields may depend on your

Validation Settings. You will not be able to save the overlay until all required fields have been filled.

To save changes, click Save Account in the lower right corner of the overlay.

Accounts User Guide


Account Review Overlay – Overview

There are many different fields and components to an Account. This overview will briefly touch on

each of them. When you click the name of an Account, you will see an overlay that looks something

like this:

The Actions list is on the left and an overview of the Account is on the right. As with other screens,

any text in blue is clickable. There are four buttons immediately available to you on the left. Edit will

open the Edit Account overlay so you can make changes to an Account. Use the Schedule Job button

to open the Add Job wizard and schedule a One-Time or recurring Job or Package. You cannot

schedule Snow Jobs from this wizard, that is under Advanced Actions. Click Estimate to open the

Estimate builder in a new tab.

Click Advanced Actions to see more actions you can take such as adding a Snow Job or Installment

Plan. You can also fill out a Form, view or add Notes or Attachments. Use Account Statement to

open and send an Account Statement from a new tab. Email will open an email overlay to send an

email to the Account. To inactivate an Account, click Cancel Account. Lastly, use the Delete button

to attempt to delete the Account.

Below the Advanced Actions is the Audit Trail. Click View All if you need to see a history of the

Invoice including the users who made changes.

The right side of the overlay defaults to the Account Details tab where you can see the most

frequently used information about an Account at a glance. At the top you will see the Account

Name and Property address.

Accounts User Guide


Click the blue house icon to go to the Review Property overlay:

Click the arrow under Account Balance to see the uninvoiced amount as well as other amounts that

contribute to the Account Balance:

Accounts User Guide


Next, you will see the Contact Info for the primary contact on the Account.

To the right of that will be any Account Notes. If the text in the Account Note field is lengthy, click

the bracket icon to expand the Note:

The Account Overview section shows the Status, Account #, Type, and Account Since date.

The JOBS section shows all active and inactive scheduled Services on the account.

Accounts User Guide


The Activity Stream is located on the lower right of the Review Account overlay:

This shows you all the recent activity on the Account. By default, you will see all activity for this

Account.

Click the arrow next to All history to view filters for the feed. You can also view activity by category.

• Past Visits shows Jobs that have already been completed.

• Transactions is a list of Invoices, Payments, Credits, and any other accounting transactions.

• You can find any contact with the Account on the Tickets tab, including Notes and Calls.

• The last tab is Estimates where you can see a list of all Estimates on the Account.

Use the search bar under the tab selection to find a specific record such as a Visit date or an Invoice

number. By default, the results will be sorted with the newest records first. You can reverse the sort

order by clicking the Sort link.

The JOBS section contains Billing Info. Click View More to see any fields other than the Billing

Address.

The last field on the "Account Details" tab is the list of Installment Plans for the Account.

Accounts User Guide


To see additional fields such as Custom Fields, click the "Other" tab at the top of the overlay:

You can also see the Tags applied to the Account, the Account's Invoice Preferences,

and Marketing Preferences.

To close the overlay, click the "X" in the upper right corner.

Accounts User Guide


The Activity Stream

The Activity Stream is located on the lower right of the Review Account overlay:

This shows you all of the recent activity on the Account. By default, you will see all activity.

Click the arrow next to All history to see filters for the Activity Stream:

For more information, see “Account Milestones.”

Accounts User Guide


You can also view Activity by category:

• Past Visits shows Jobs that have already been completed.

• Transactions is a list of Invoices, Payments, Credits, and any other accounting transactions.

• The last tab is Estimates where you can see a list of all Estimates on the Account.

Use the search bar under the tab selection to find a specific record such as a Visit date or an Invoice

number. By default, the results will be sorted with the newest records first.

To reverse the sort order, click the Sort link:

Accounts User Guide


Account Milestones

One category of items found on the Activity Stream is Milestones:

Milestones are actions that can be taken on an Account:

• Account(s) merged

• Account created as "Lead"

• Account created as "Client"

• Estimate won

• Estimate lost

• Account converted to "Client"

• Job sold

• Job cancelled

• "Client" Account was cancelled

• "Lead" Account was closed

• "Client" Account was reactivated

• "Lead" Account was reactivated

Accounts User Guide


Uninvoiced Balance

The Uninvoiced Balance that appears in the “Account Balance” area of a Review Account overlay

reflects a balance from Jobs that have been completed, but the Invoice has not yet been generated.

You will see an amount in this field when a Job has been completed but the Invoice Frequency at the

Job level is set to anything other than "Daily" or "Print in Advance".

For example, if an Account has a weekly mowing service but they are billed monthly, the Uninvoiced

Balance is a running total until the Invoice is generated on the last day of the month. Remember that

when a Job is completed in this scenario, an Invoice is created but not yet generated; it is an

Incomplete Invoice.

You can view Incomplete Invoices by going to Accounting > Invoices > All saved filters >

Incomplete.

Accounts User Guide


To see which Jobs are contributing to the Uninvoiced Balance, click All History or Past Visits in the

"Activity" section of the Review Account overlay:

Any Visits that have been completed within the Invoice Frequency period will be contributing to the

Uninvoiced balance.

Note: The Uninvoiced Balance includes tax, if applicable. This balance is as it would appear on the

Invoice, not the Job. It is also a running balance so it may include multiple Jobs or Invoices.

Accounts User Guide


Schedule a Job

To schedule a Job, follow these steps:


2. Click the name of an Account to open the Review overlay.

3. Click Schedule Job.

4. Complete the Add Job wizard.

The new Job will appear in the "Jobs" section of the Review Account overlay.

Accounts User Guide


Pause a Job

You can Pause a Job for an Account if there is a period of time where a recurring Job or Package Job

does not need to be completed. This will prevent Visits from appearing on your Dispatch Board.

To Pause a Job for an Account, follow these steps:



3. In the "Jobs" section, click the Job you would like to pause.

Accounts User Guide


4. On the Review Job overlay, click Pause.

5. Enter a Reason for Pausing the Job.

6. The Date to Pause Job defaults to the current date. You can change it if needed.

If you know when the Job will be resumed, enter a Date to Resume Job.

7. Click Pause.

Accounts User Guide


A paused Job will show a yellow banner on the top of the Review Job overlay:

On the Review Account overlay, the Job will show as "Paused" as well:

Accounts User Guide


Cancel a Job

When you cancel a Job, remember that you are cancelling all future instances of a recurring Job or all

future rounds of a Package. To cancel a Job from the Account Review overlay, follow these steps:



3. In the "Jobs" section, click the Job you would like to cancel.

4. On the Job Review overlay, click Advanced Actions.

Accounts User Guide


5. Click Cancel. This will cancel ALL future Visits of a recurring Job or Package.

6. On the Cancel dialog, click OK.

The Job overlay will refresh and the Job will show as "Locked." When you close the Job overlay, the

Account Review overlay will refresh, and the cancelled Job will be gone.

Accounts User Guide


Add a Transaction

To add a Transaction to an Account such as an Invoice, Payment, or Credit, follow these steps:



3. Click Add Transaction.

4. Select a Transaction Type. This will open the applicable overlay.

5. Click Save when you are finished creating the Transaction.

Please note that an Adjust Balance transaction cannot currently be done in V3. You will need to

access the V2 Clients screen to perform this action.

Accounts User Guide


Add Attachments to an Account

To view or edit the N

otes or Attachments on an Account, follow these steps:




4. Click Add Notes/Attachments.

5. Add or edit Notes by typing in the text boxes.

Accounts User Guide


6. Add an Attachment by clicking Add Attachment to search files on your computer or drag a file

into the box.

7. When you are finished making changes, click Save.

• Account Notes will appear on the Account Review overlay.

• Billing Notes will appear on the internal view of Invoices but not the Invoice the client

will see.

• Attachments will appear only in the “Notes/Attachments” section of the Account Review

overlay.

Accounts User Guide


Account Edit Overlay – Overview The Account Edit overlay is where you can make any modifications to an Account. To view this

overlay, go to CRM > Accounts. Click the name of the Account you want to modify and click Edit.

This will take you to the "Contact Information" section of the Edit overlay.

From this section, you can edit the information for any of the Contacts on the Account as well as the

Service Address information and Property Details (Property Name, Property Name Attention

To, Latitude, Longitude).

The menu at the left is divided into the tabs you see on the Review overlay - Account

Details and Other. Click "Account Overview" to change the Account Number.

Type refers to the designation between Commercial and Residential. You can also edit the Account

Since date, Account Manager, Sales Person, Source, or who the Account was Referred By.

Accounts User Guide


To change fields related to billing

1. Click the "Billing Information" tab:

• This is also the area where you can add or modify the credit card on file for the Account and how frequently their Invoices are due (Terms).

• The "Tags Applied" tab shows any Tags that are applied to the Account:

Add a new tag

Additionally, you can add or remove Tags. You can also add a new Tag by clicking Add Tag.

Once added, it will be automatically applied to the Account.

Accounts User Guide


Change existing Custom Fields

To change any custom field, go to the "Custom Fields" tab.

Add a new Custom Field

Click Add Custom Field in the upper right corner of the overlay.

See related properties

The "Related Accounts" tab shows the relationships between any related properties:

Related Properties are divided into three categories: Parent, Siblings, and Children. This explains the

hierarchy of Related Properties:

• "Parent" refers to the property one level above the property you are viewing

• "Siblings" have the same Parent as the property you are viewing

• "Children" are sub-properties of the property you are viewing

Add a Related Account

1. Click Add Related Account in the upper right corner of the overlay.

2. Go to the "Invoice Preferences" tab to view the default Invoice information for the Account:

Accounts User Guide


3. Here, you can update the Name on Invoice, how often the Account will be invoiced, whether

or not their Invoices need to be flagged for review, and how their Invoices are delivered.

Select marketing preferences

On the "Marketing Preferences" tab, you can set up what marketing materials will be sent to an

Account.

1. Select or de-select any of the Email Subscription Preferences depending on the Account’s

preferences. When you are finished making changes to the Account,

2. Click Save Account in the lower right corner of the overlay.

Accounts User Guide


Add or Edit Credit Card Information To add or edit an Account's credit card information, your Service Autopilot account must be

integrated with one of our payment processors (Settings > Integrations).

To add or edit an Account's credit card information, go to CRM > Accounts > (Account Name). From

the Review Account overlay, scroll down to the "Billing Info" panel to see if a credit card is currently

on file.

To make any changes, click Edit from the Actions list. Choose one of three options: No Card on

File, Add, or Edit.

No Credit Card on File

If you have not integrated with a credit card processor, you will see only the Account’s billing

information on the panel. When you go to Edit > Billing Information, the only option is to add a new

credit card if you are set up with a processor:

Accounts User Guide


Add a Credit Card

If you have integrated with a credit card processor but the Account does not have a card on file,

follow these steps to add a credit card.

1. Click Add Credit/Debit Card to open the "Add Credit Card" dialog.

2. Use the Edit Credit Card overlay to enter the card details.

3. Click Save Card when finished.

4. After making changes, click Save Account.

Accounts User Guide


Edit or Remove a Credit Card

If the Account has an existing credit card on file, click the image of the card on the Edit overlay to

change the credit card information:

Edit the credit card

1. Click the credit card image.

2. On the Edit Credit Card overlay, enter the new information.

Note: To change any information, even if the card number is the same, you must enter the full

credit card number, expiration date, and CVV code.

Remove the credit card

Click the red trash can icon to the right of the credit card image.

Accounts User Guide


Add Additional Contacts to an Account To add an additional contact to an Account, follow these steps:


2. Click the name of the Account you need to modify.

3. On the Review overlay, click Edit.

4. In the "Contact Information" section, click Add Additional Contact.

5. Enter a First Name and Last Name.

6. To enter additional information, click View More.

7. When you are finished making changes, click Save Account.

Accounts User Guide


Change Invoice Settings for an Account When you create a new Account, it will, by default, have Invoice Settings that match your Company

defaults (Settings > Company Information > Accounting). These settings can be customized for each

individual Account. Navigate to a Review Account overlay then click Edit. You can change the

billing Terms from the "Billing Information" tab:

This will determine how soon the Account's Invoices show as "Past Due". If this is set to "Due on

receipt" then Invoices will show as "Past Due" as soon as they are generated unless the Invoice date

is in the future. To edit the Invoice Frequency or the Invoice Delivery Method, go to the "Invoice

Preferences” tab:

Accounts User Guide


If When to Invoice is set to "Monthly" then all Jobs completed in a calendar month will appear on a

single Invoice at the end of the month. If this is set to "Daily" then an Invoice will be generated each

time a Job is completed.

These settings will appear here on Invoices:

Additionally, you can change the AR Account from the Company default as well. If you want to

change this, it can only be done on an Invoice by Invoice basis by clicking Edit from the Review

Invoice overlay. This field does not pull into any pre-made reports in SA, but it can be a field used in a

custom analysis. It may affect your general ledger if you sync with QuickBooks.

Accounts User Guide


Update Invoice Frequency

To change the Invoice Frequency on an Account, follow these steps:




4. Click Invoice Preferences.

5. Change the selection next to When to Invoice.

6. Click Save Account.

Changes made to the Invoice Frequency will not retroactively apply to any Invoices that have already

been generated.

Accounts User Guide


Add Tags to an Account To add Tags to an Account, follow these steps:

1. Navigate to the Edit overlay for the Account you need to modify.

2. Click Tags Applied from the menu at the left.

3. Check the box next to the Tag(s) you want to apply.

4. To add a new Tag, click Add Tag to fill out the Add Tag dialog.

5. Click Save Account when finished.

6. If you need to remove Tags from an Account, either un-check the applicable box or click the

"X" next to the applied Tag.

Accounts User Guide


Remove Tags from an Account To remove Tags from an Account, follow these steps:

1. Navigate to the Edit overlay for the Account you need to modify.

2. Click Tags Applied from the menu at the left.

3. Click the "X" next to the Tag you want to remove or un-check the box in the list of Tags.

4. Click Save Account.

Accounts User Guide


Add or Remove a Related Property To modify the Related Properties attached to an Account, follow these steps:




4. Click Related Accounts.

Related properties are divided into three categories: Parent, Siblings, and Children. This explains

the hierarchy of Related Properties:

• "Parent" refers to the property one level above the property you are viewing,

• "Siblings" have the same Parent as the property you are viewing.

• "Children" are sub-properties of the property you are viewing.

5. Click Add Related Account in the upper right corner of the overlay.

6. Use the Add Related Account dialog to select the Relationship and Account.

Accounts User Guide


The Account you are adding must already exist in SA; you cannot add new Accounts from this

dialog.

7. Click Save.

8. When you are finished making changes to the Account, click Save Account.

Accounts User Guide


See Property Map Anywhere you see a blue house icon, you can click it to see more information about the property:

The Review Property overlay appears:

If you don’t have Smart Maps

• If you don’t have the Smart Maps subscription on your account (pictured above), you will see

a message that indicates how you can get Smart Maps.

• Without the subscription, your options are limited to seeing only the coordinates (latitude and

longitude) of the property.

If you have Smart Maps

• You will see an Edit button on the Actions menu on the left and an overview of the Property

on the right.

• If you have entered Property Measurements, you will see them on the Map and listed in

the Measurements section.

• The Measurements table also shows the Property coordinates. If a Property Photo or Data

has been entered, it appears on the right.

• Click the icon next to the Account Name to view the Account screen.

• To exit the Review Property overlay, click the "X" in the upper right corner.

Accounts User Guide


Property Measurement

Note: To record Property Measurements you must have the Smart Maps subscription in addition to

the Pro or Pro Plus subscription.

Enter Property Measurements

1. Click the house icon to the right of any Property address.

The Property Review overlay will look something like this:

2. To add new Property Measurements, click Edit on the left.

Accounts User Guide


The Edit Property overlay appears:

3. At the bottom of the "Measurements" table, click Area Measurement to measure an area

or Linear Measurement to measure a single line.

To get the square footage of a lot, first take an Area Measurement of the house by clicking on

the map to create the correct shape. Set Calculation to "Subtract":

In order for the system to automatically do the calculation for you, you need to attach the

same Property Data field to the both the measurement of the structure and the lot. Click OK when

finished.

Next, take another Area Measurement of the lot with the Calculation set to "Add".

You may also want to change the color so you can tell the difference between your measurements.

Be sure to select the same Property Data field as on the first measurement:

Accounts User Guide


As you add measurements, the total area will update in the Measurements table:

Once you’ve made a measurement, you can delete it by clicking the Trash Can icon or copy it using

the Paper icon. You might copy a measurement if you measured the driveway to exclude from a lawn

maintenance job but wanted to include it for a snow removal job.

To the right of the Measurements table is the list of Pins. You might add a Pin for a large property

where the entrance isn't clear or there's a specific entrance your crews need to use.

If you are servicing a rural property and need to customize the GPS coordinates for a better location,

click Coordinates at the left:

This is also where you can add a photo of the Property. This photo will appear for all Jobs at this

Property if you are using the SA Team App to help remind your Crews what they should be looking

for. When you are finished making changes, click Save Property.

Accounts User Guide


Enter Property Measurements To record Property Measurements, you must have the Smart Maps subscription in addition to the Pro

or Pro Plus subscription.

1. From the Account list, click the house icon the right of any Property address.

The Property Review overlay appears:

2. Click Edit on the left to see the Edit Property overlay:

3. At the bottom of the "Measurements" table:

click Area Measurement to measure an area

OR

click Linear Measurement to measure a single line

4. To get the square footage of a lot, first take an Area Measurement of the house by clicking on

the map to create the correct shape. Set the Calculation to "Subtract."

Accounts User Guide


5. For the system to automatically do the calculation for you, attach the same Property Data field

to the both the measurement of the structure and the lot.

6. Click OK when finished.

7. Take take another Area Measurement of the lot with the Calculation set to "Add". You may

also want to change the color so you can tell the difference between your measurements.

Be sure to select the same Property Data field as on the first measurement:

As you add measurements, the total area will update in the Measurements table:

8. Once you’ve made a measurement, you can delete it by clicking the Trash Can icon or copy it

using the Paper icon.

You might copy a measurement if you measured the driveway to exclude from a lawn

maintenance job but wanted to include it for a snow removal job.

9. To the right of the Measurements table is the list of Pins. You might add a Pin for a large

property where the entrance isn't clear, or there's a specific entrance your crews need to use.

Accounts User Guide


10. If you are servicing a rural property and need to customize the GPS coordinates for a better

location, click Coordinates on the left:

11. If needed, this is also where you can add a photo of the Property. This photo will appear for

all jobs at this property if you are using the SA Team app to help remind your Crews what they

should be looking for.

12. When you are finished making changes, click Save Property.

Accounts User Guide


Add Property Photo With V3 Accounts, you can add a property photo to a property without going to the physical address

and taking a photo through the Team app. A property photo can appear on the Team app to help your

teams identify where service will be performed. Follow these steps to add a property photo:

1. Navigate to an Account.

2. Click the House icon next to the property address.

3. Click Edit on the Review Property overlay.

4. Click Coordinates.

5. Click Add Photo.

6. Choose a photo from your computer.

7. Click Save Property.

The photo can also be seen on the Review Property overlay.

accounts - service autopilot...clients and leads are types of accounts--just different statuses. to...

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