# Add a Service Autopilot client and set up recurring mowing > Turn a new customer email into a Service Autopilot client with a repeating mowing job, without duplicating a lead already on file. Source: https://cotlet.dev/integrations/service-autopilot-api-mcp-server/add-client-and-recurring-job In spring the sign-ups arrive by email, voicemail and the website form, and each one means a new client record in Service Autopilot plus a repeating job on the right weekday for the right crew. Cotlet does it in your own Service Autopilot account with search\_clients, add\_client and create\_job, called by your AI agent, an n8n workflow or a script. [Request access](https://cotlet.dev/app/signup?app=service-autopilot) [All Service Autopilot tools](https://cotlet.dev/integrations/service-autopilot-api-mcp-server) Hosted · nothing to install or maintain Official options ## Can Service Autopilot do this on its own? Service Autopilot has no public API to create clients or jobs (checked 12 Oct 2026). Lead capture forms can create leads from your website, and the QuickBooks sync on Pro or Pro Plus can bring customers over, but a lead still has to be converted and every repeating job is set up in the Job Wizard by hand. The Zapier integration only sends completed jobs out of Service Autopilot. By hand ## How you do it in Service Autopilot today 1. Search CRM > Clients and the Leads list first, because the customer may already be on file as a lead from an earlier estimate or a lead capture form. 2. If the person is a lead, open the Lead Account, choose More > Convert Lead, since Service Autopilot cannot schedule a job for a lead. 3. Otherwise click the Quick Add icon and select Client, fill in the bold required fields and the Billing tab, which sets when the client is invoiced, then click Save. 4. Open the Job Wizard, select the account, choose Repeats as the Job Type, add the line items with quantity and rate, then pick a Master Schedule and the start date under Schedule/Assign. 5. Assign the crew or enter a team size, check the invoice descriptions in the Billing section and click Finish. 6. Each sign-up takes two screens and a dozen fields, and a duplicate created next to an existing lead splits the account history in two. With an agent ## How to add a Service Autopilot client and set up recurring mowing Prompt ``` Add the Hendersons from this email as a client at 12 Oak Lane, gate code 1234, and set up weekly mowing on Tuesdays with Crew 2 at $45 a visit, starting next week. Check first that they are not already in Service Autopilot as a lead. ``` 1. 01 ### Look for the person before creating anything Your agent runs search\_clients on the email address, the phone number and the street address from the message, not only the name. A match as a client means the new service goes on that account. A match as a lead is reported, because a lead has to be converted in the app before a job can be scheduled on it. 2. 02 ### Create the client with the field notes When nothing matches, the agent calls add\_client with type client and copies the gate code, dogs in the yard and parking notes from the email into notes, so the crew sees them on the visit. Anything the email does not state, such as a second phone number, is left empty rather than guessed. 3. 03 ### Match the service to your price list The service name has to exist in your account. If the customer wrote "lawn cutting" and your account calls it Mowing, the agent uses Mowing and says so; if no service fits, it stops and asks instead of inventing one. 4. 04 ### Put the first visit on the requested weekday create\_job gets the first date that falls on the asked weekday on or after the start the customer wanted, the weekly or every other week repeat, the crew and the per visit price. A price the email does not mention is not filled in from memory; the agent asks. 5. 05 ### Hand back what needs a person The run ends with the new client ID, the first three visit dates and anything left open, such as a lead that needs converting or a crew that was not named. ### What you get back Example data ``` New client: Dana Henderson, 12 Oak Lane (ID 4410382) Notes saved: side gate code 1234, dog in back yard Job created: Mowing, weekly on Tuesdays, Crew 2, $45.00 a visit First visits: Oct 13, Oct 20, Oct 27 Not added: Mark Ruiz, 8 Pine Ct is already a lead from your estimate form; convert him in Service Autopilot, then ask me again ``` ### Other ways to ask - Add the three customers from these voicemail notes as clients and put each on every other week mowing with Crew 1, starting the first Monday of next month. - Create a lead, not a client, for anyone in this list who only asked for a price. - Add the Parkers as a client and book a one-time spring cleanup for Saturday, with no repeating job yet. Before you automate it ## What Service Autopilot allows, and what to know first - Service Autopilot cannot schedule a job for a lead: the lead must be converted to a client first, from More > Convert Lead on the Lead Account. - Service Autopilot Master Schedules do not renew on their own, and the generic schedules that come with a new account end one year after the sign-up date, so a repeating job can stop producing visits until the schedule is renewed. - A Custom Schedule made in the Service Autopilot Job Wizard applies to that one job only and cannot be reused on another job. - In Service Autopilot, jobs on a Master Schedule go to the Dispatch Board, while jobs in a Master Package, such as a 5-round fertilization program, go to the Waiting List. - The Billing tab on the Service Autopilot Add Client overlay is required and sets when the client is invoiced; a company default fills it in when one exists. add\_client and create\_job change only your own Service Autopilot data and reach no one else, so they run without asking first. Sources: [Service Autopilot Help: Add a Client](https://support.serviceautopilot.com/s/article/Add-a-Client-1730407291046) · [Service Autopilot Help: V3 Add a job, Repeating, Recurring Schedules](https://support.serviceautopilot.com/s/article/V3-Add-a-job-Repeating-Recurring-Schedules-1730407297512) · [Service Autopilot Help: Add a Master Schedule](https://support.serviceautopilot.com/s/article/Add-a-Master-Schedule-1730407302704) · [Service Autopilot Help: Convert a Lead to a Client](https://support.serviceautopilot.com/s/article/Convert-a-Lead-to-a-Client-1730407288678) REST ## Call create\_job from a script curl ``` curl https://cotlet.dev/api/v1/service-autopilot/create_job \ -H "Authorization: Bearer $COTLET_API_KEY" \ -H "Content-Type: application/json" \ -d '{"client_id":"4410382","service":"Mowing","start_date":"2026-10-13","recurrence":"weekly","crew":"Crew 2","price":"45.00","instructions":"Side gate code 1234, dog in back yard."}' ``` Example response ``` { "job_id": "9827514", "client_id": "4410382", "service": "Mowing", "recurrence": "weekly", "next_visit": "2026-10-13", "crew": "Crew 2", "price": "45.00", "status": "scheduled" } ``` MCP: add https://cotlet.dev/mcp/v1 with the same key; the tool is service-autopilot\_create\_job. Example data. [Schedule it in n8n, Make, Zapier or cron](https://cotlet.dev/integrations/service-autopilot-api-mcp-server#automations) Tools ## Service Autopilot tools this automation uses __Cotlet Service Autopilot tools used to add a Service Autopilot client and set up recurring mowing__ | Tool | Parameters | | --------------- | ----------------------------------------------------------------------- | | search\_clients | query, type, limit | | add\_client | name, address, email, phone, type, notes | | create\_job | client\_id, service, start\_date, recurrence, crew, price, instructions | [All 14 Service Autopilot tools with descriptions](https://cotlet.dev/integrations/service-autopilot-api-mcp-server#tools) ## Frequently asked questions ### What is the difference between a Master Schedule and a Master Package in Service Autopilot? A Master Schedule is a date template for a repeating service such as weekly mowing, and its visits land on the Dispatch Board. A Master Package bundles services scheduled by date range, such as fertilization rounds, and its visits go to the Waiting List. Mowing and cleaning usually use a Master Schedule. ## More Service Autopilot automations - [Reschedule Service Autopilot jobs after rain](https://cotlet.dev/integrations/service-autopilot-api-mcp-server/reschedule-jobs-after-rain) - [Create and send Service Autopilot estimates from site visit notes](https://cotlet.dev/integrations/service-autopilot-api-mcp-server/create-and-send-estimates) - [Service Autopilot API and MCP server: every tool](https://cotlet.dev/integrations/service-autopilot-api-mcp-server) - [All use cases](https://cotlet.dev/use-cases) ## Give your agent access to Service Autopilot. Free 7-day trial with 5,000 credits, no card needed. Cotlet is independent and not affiliated with Service Autopilot. [Request access](https://cotlet.dev/app/signup?app=service-autopilot)