Service Autopilot Client Setup

move customer folder from in maintenance misc move client folder on server in maintenance misc from "maintenance proposals contracts" to "maintenance clients current" convert lead into client in service autopilot mark estimate as won and schedule weekly service add monthly fee contract setup the contract like the below example the black lines are only unique fields to the customer the monthly contract only needs to be entered in january and can autofill all the way through attach scan of signed proposal to contract inside of contract, click on "contract attachments" at top of window attach property map to client confirm accurate billing address add all available contacts to the job with email addresses make assigned foreman the sales rep for the client add tags to client if materials, color or spirit of constant improvement budget is included enter gate codes and keys in custom fields