Put Your Back Office on Autopilot

Day to Day Autopilot Tasks

• Resend Confirmation Message

Getting Started with Autopilot

• Welcome to Autopilot
• 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

Add Your Services

• About Services
• Add a New Service to Your Account
• About Service Price Calculators

Define Your Autopilot Automated Messaging

• About SMS Texting
• About Scheduled Messages
• About Replacement Tags

Use Agreements to Get Electronic Signatures

• About Agreements
• Using Agreements
• Add an Agreement to an Existing Service
• Edit an Account Agreement
• Add a New Account Agreement

Get Paid Online With Tap Inspect Payments

• About Tap Inspect Payments
• Set Up Tap Inspect Payments
• Using Tap Inspect Payments
• Requesting Higher Payments Limits
• Disable Tap Inspect Payments
• Close Your Payments Account

Activate Invoicing to Get Paid

• About Invoicing
• Add Payment to an Invoice
• Refund an Online Payment to an Invoice
• Record a Refund on a Invoice

Sales Tax Made Simple

• About Sales Tax