Put Your Back Office on Autopilot

Day to Day Autopilot Tasks

• Send a Reminder to Pay the Job Invoice
• Send a Reminder to Sign the Agreement
• Mark an Agreement as Signed
• Get an Agreement Signed at the Job
• Record a Refund on a Job Invoice
• Record a Payment on a Job Invoice

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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
• Schedule a Sample Autopilot Job

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
• Website and Refund Policy Requirements
• Using Tap Inspect Payments
• Requesting Higher Payments Limits
• Disable Tap Inspect Payments

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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