The Autopilot Quick Tour takes you through scheduling and confirming a sample job so you can see it in action. At the end of the tour you will have a sample job that you can view from your jobs calendar and also see the report for the job in the mobile app.
This is the second step of getting Autopilot up and running in your account.
- Step 1: Complete Your User and Company Profiles
- Step 2: Take the Autopilot Quick Tour
- Step 3: Setup Your First Service
- Step 4: Next Steps to Customize Autopilot
Before You Start
The Autopilot Quick Tour works best when you use a real property for the sample job. That gives you a real address and also information about the property like the size used by Autopilot to calculate your fees.
Searching for a Zillow listing near you to find a typical home you would inspect with a real address. Open one of the listings and it will come in very handy when scheduling your sample job.
Autopilot Quick Tour
When you start the tour you will see a box at the top of each screen with some helpful information and also some tips. They will help guide you through the tour.
Don't worry about messing anything up. This is only a sample job and you can't break anything and no real emails are sent out. It is a safe place to explore.
Tap Get Started from the Autopilot settings page.
Schedule the Job
Start entering the address from the Zillow listing and it will autocomplete for you.
We added a default Residential Home Inspection service to your sample job for you. The price calculator for the Residential Home Inspection service uses the size of the home.
Enter the square feet of the home from the Zillow listing to calculate a price. You can also manually change the price to what ever you like if desired.
Choose a date and time for the job.
Finally, tap Create Job
You now have a 'Tentative' job for that address to perform the selected services. You will see the agreement that is attached to the service and also a price for the service that will be used when the invoice is generated.
Confirm the Job
When a new job is created in Autopilot is sits in an 'Tentative' state until you manually confirm the job. Confirming a job in Autopilot tells Tap Inspect that you are all finished adding job information and scheduling. You are confirming the job is ready to go.
On a real job you will need to add some people like the client and the agents that are associated with the job. For the sample job we have added Demo Dan as your sample Client and also a sample buyer's agent for you.
Tap Confirm Job. Be sure to Send a Job Confirmed when asked.
Review the Job Details
The last stop of the tour gives you a chance to explore the job details a confirmed autopilot job.
Tap on any of the Messages to see what was sent to your client or to the agent.
Tap on any Action [...] button to open a menu of actions that can be performed on that thing.
When you are ready tap Finish the Tour.
Finishing the Tour
Now that you have Scheduled and Confirmed an autopilot job you should have a basic idea of how powerful autopilot can be. We know that it was a lot of information in just a short time.
Your sample job is still available to view and edit from your jobs calendar. You can also see the report for the job in the mobile app. Dig as deep as you like and explore.
Now that you have a basic idea of how autopilot will work in the real world, let's move on to Step 3: Setup Your First Service