Service Autopilot

Top tier software

Puntos a favor:

I wouldn't have seen a tremendous improvement in my company without this powerful software. The full functional automations makes things very easy and productive very high.

Contras:

It's a little bit complicated to use as a beginner. Helpful videos need more watching time to get used to using some tools. I think the pricing is a way too expensive.

Working out soms kinks

Comentarios: This totally eliminates paper route sheets. Helps with end-of-month billing streamlining although not perfect.

Puntos a favor:

Auto billing, tracking of jobs dispatched, dispatching jobs, APp for foreman works well, work tracking, time tracking are good

Contras:

Has issues with QuickBooks sync, has some glitches when it comes to adding jobs in the field, very little mobile capability from an owner stand point

Do NOT sign up, Service Autopilot is criminal.

Comentarios: Online sign-up was easy. We tried the software out for several months, and don't have any particular complaints about the product itself. We ultimately decided to end our subscription due to it not being a good fit for our company at the time. Canceling was immensely frustrating. There's no way to end your subscription either in-app or online; you have to call-in to customer service, which we did. By the way, the "click-to-subscribe, call to cancel" subscription model is illegal according to the FTC. Then, 4 months later, I discovered that Service Autopilot had continued billing us. Again, we called to cancel, and requested a refund for those 4 months. That didn't cut it for Service Autopilot. They requested another phone call so that they could again receive "verbal confirmation of your (cancellation) request," for "security reasons." Of course, at this point we'd already given them such at least twice. They also demanded that we fill out and return a cancellation form, though they were seemingly incapable of sending it to our simple gmail address. The form never got sent, but thankfully the billing was stopped. We still haven't gotten our due refund. Every time I get close, the customer service agent assigned to my ticket ghosts me. I will be soon serving Service Autopilot papers, out of principal. Shame on this company for it's deceptive, abusive, and parasitic actions against the small businesses of America. I'll see you in court.

Puntos a favor:

Online sign-up was easy. We tried the software out for several months, and don't have any particular complaints about the product itself. We ultimately decided to end our subscription due to it not being a good fit for our company at the time.

Contras:

Canceling was immensely frustrating. There's no way to end your subscription either in-app or online; you have to call-in to customer service, which we did. By the way, the "click-to-subscribe, call to cancel" subscription model is illegal according to the FTC.

A game changer for the service industry

Comentarios: Great company to work with, amazing customer service, and they are always working on devoloping new fetures with new techonlogy. Highly recomdended.

Puntos a favor:

The system is very customizable. You can export all your data at any time and run excel reports if you choose to, however the internal reports are very detailed. This program will save any service business huge headaces by automating your service business. Service autopilot handles routing, invoicing, marketing, CRM and accouting seamlessly. It also handles large sales volumes efortlessly. As it runs on the cloud, it can be accessed from anywhere, anytime. Very happy with this program.

Contras:

Be prepared to spend extra time setting up your account the way you like it. This is a huge plus, because you only have to do it once, and after that, you will get huge time savings.

Overall, we like the price / feature / values and have been using several years.

Puntos a favor:

It does the most of the basics and has an awesome upside. Like the cloud based, the vision of it, and potential to make a huge difference. The customer service is pretty good and responsive.

Contras:

It is somewhat buggy but had gotten a lot better. They work on it a lot to improve. The reports have a lot to be desired. It would be nice to have ToDo and Job notifications / texts based on time / date. Tracking and feedback on suggestions for improvements and requests would be nice.

Like using a buggy version of AOL from 1990

Comentarios: Frustrating. Kept giving them more breaks and they kept apologizing for all the errors - saying they were hiring more product, engineers and QA folks. Never happened. Site is a disaster.

Puntos a favor:

Automations were the attraction. They also have a very nice and easy to use dispatch board.

Contras:

Over the past year they have gone through three acqusitions and each time they have bumped the price, removed features and attempted to launch a new version of the platform. Well, 18 months into it, the new version still isn't up and the old version is neglected. Every update they make comes filled with bugs and removing really important features. Then an email from the [SENSITIVE CONTENT HIDDEN] to all their users a few weeks later saying they had 'no idea' so many people used X feature. These folks shouldn't be in charge of anything related to tech. Want to run google ads conversion? Can't do it. Want to port your Twilio number in? Can't do it. Want to sync with your email? Can't do it. Want to integrate with ANY platform out there? Can't do it (no API) Want to train office staff in two weeks and have them up and running? Can't do it using this software. Want reliable CC processing and captures? Can't do it. You'll spend days reconciling their approved vs captured and if you don't you wont notice until you balance your books. Want customers to have a portal they can log into and submit requests? Can't do it. List goes on. These folks are light years behind and everything they release is full of bugs and then they want you to use work-arounds. In the end, you spend more time managing the platform than if you just used a bird feather and some paper.

A CRM and sooo much more

Comentarios: Having all client info in one spot that anyone within our office can access has helped tremendously with taking care of of our clients timely.

Puntos a favor:

The amount of data it holdsand keeping client information in one place from the clients schedule to their financial accounts, pictures, correspondents and more.

Contras:

Learning to use the multiple functions and how they tie into each other can be a bit tedious.

The best solution on the market. period.

Puntos a favor:

This program is the best thing to ever happen to my company. It is extremely user-friendly and incredibly efficient to use. The team at Service Autopilot have put major thought into creating a superior product, that actually automates many aspects of my business.

I switched from a different scheduling software to Service Autopilot.

Comentarios: I can track almost everything about my business in Service Autopilot.

Puntos a favor:

I like that I don't need different software to handle different functions. Service Autopilot handles almost everything. Employee time clock, GPS, scheduling, CRM, estimates, job communications, automations and more.

Contras:

It can become expensive as mobile users are added. It can be difficult to learn because it is complex. Once you understand the system, it is not difficult to use.

Central time zone phone support only, support times not good for those who do field work in Cali

Comentarios: Tried to use this for small landscaping business but did not contain the functionality I needed to export employee time gracefully into quickbooks - they had a complicated "work around" but I need it to be smooth and simple. Company wants to form their own payroll solution rather than work with QB - understandable given QB's issues, but it doesn't work with my workflow.

Puntos a favor:

Many options available for customizing the software. Unfortunately implementing and understanding it all is a full time job, so if you only want or need part of the functionality, look to a simpler solution like dropbox or tsheets.

Contras:

Crashed quickbooks, took 2.5 days to import all of my quickbooks info had bugs and errors in setup the start up info is all in video format, and it's slow, conversational, and takes a long time to get info this way. Tried calling support numerous times but it seems they'd always just closed by the time I arrived home. numerous marketing emails for their conventions, despite unsubscribing twice to the emails they STILL kept coming for months. They made canceling more difficult than I felt it should be.

Everything you can think of with more on the way!

Comentarios: This software is incredibly powerful! We are trying to get our money's worth out of it by utilizing more and more of the features, but there is so much more we can do with it that we're not doing. Customer support is incredible! I chatted with customer support about an issue (after waiting in queue for a whole 15 seconds), and a week later, I got a hand-written card in the mail thanking me for my patience and my business. We used to keep paper route sheets and proposals. We went to mobile app use and eliminated the route sheets and were able to translate jobs directly to invoices! We were taking 2 days to invoice and when we set the system up properly, it went to just a bit over a day to complete all of our invoices! Then, we moved from typed up proposals to using templates and rate matrices through the system and clients can sign the actual proposal right online, two clicks of a button and the jobs are scheduled (work-order notes and all) and then it auto invoices. Everything stays in the system and is easily accessible from anyone in the field! i.e. "Did Mrs. Jones sign up for a fall cleanup? Let's check the system to see which services she accepted on her proposal." or "When were we here last? Just touch "Job History" and it shows the last year's worth of visits. This has saved countless hours and makes our business so much more professional; "Mr. Smith, I just got a note and a picture here from one of our techs in the field, he was just there and the note says there was a car parked in front of the back yard gate so he could not get in, we can come back tomorrow." One of the challenges is getting a handle on every little feature of the app. The Snow Plowing dispatch is packed with features and it can be just the slightest bit complicated. But once we get the hang of it (like every other part of their system), we will be that much more efficient, professional, and PROFITABLE! Well worth the money! Put your SERVICE on AUTOPILOT!

Puntos a favor:

Robust reporting allows me to see things like "revenue per lead source" and "actual time/budgeted time", job costing, payroll, sales commissions, lead conversion rates and much, much more. A seamless process that takes Lead to proposal to contract to job to invoice to payment to receipt of payment to thank-you note! Targeted marketing and targeted cross-selling with "Sales Campaigns". Mobile dispatch that allows for constant communication between office staff and technicians in the field. Asset management and tracking. Mobile signature and payment on invoices and proposals make quick sales and quick payment possible. AMAZING CUSTOMER SERVICE!

Contras:

A bit of a learning curve because of all the awesome features. There are videos that are incredibly helpful, they just take some time to get used to.

Service Autopilot Review

Comentarios: I've had a very pleasant experience with Service Autopilot. The software was easy to set up, easy to train new staff on use of the software and Service Autopilot makes my business run more smooth so that I can take care of more customers.

Puntos a favor:

This software is very user friendly and easy to pick up on as a new hire. The software has great customer support tool and support videos that walk you through a process or function step by step. Service Autopilot is a great task manager software for our staff to use with their mobile devices and our office to use on their desktops. This flexibility allows us to complete our work in the field and in the office with no interruptions or loss of information.

Contras:

I wish the automations feature of Service Autopilot was as user friendly to set up. Setting up up automations takes some practice and some training whereas all the other Service Autopilot features are simple to set up and carry out. This would be my only complaint about the software.

Great for company’s offering many services

Puntos a favor:

You can keep trade of many services and schedule them to different teams with ease

Contras:

Lots to learn and keep an eye on especially with QuiCkBooks sync

Software is deep with many capabilities

Comentarios: Overall I love the software and can't imagine running my business without it.

Puntos a favor:

This software can do so many things. I still haven't explored every possible thing it can do and I'm up on a year using it. For me the automations that it offers are a game changer. It also makes routing and scheduling so much easier and more efficient than software's I have used in the past.

Contras:

I don't think this software is the right fit for everyone. If you are a smaller company like just a few guys or a crew or two on the road a day it's probably unnecessary but for medium to larger companies its a great fit. Sometimes the software can get glitchy here and there. Lastly its not super user friendly and takes a little time to get used to everyone. Once you do it is great though and feels easy to use.

Great features! Poor response time.

Comentarios: Overall, we are pleased with this product, however, the database issue may become a deal breaker for us. Customer service has been excellent for assistance on how to use the software, unless you have a major complaint, in which case, we've received no call back, as the issue needed to be escalated up the chain.

Puntos a favor:

This product has a great user experience. The screens are easy to comprehend and it flows well, so any user is able to learn it quickly. It provides the crews with the ability to check in and out of each client site, providing real time data, requiring less admin time to enter it. And we love it's ability to sync with QuickBooks, which has worked very well.

Contras:

The database response time when scheduling is very slow, which costs us a lot of time everyday waiting for it to load multiple times as we navigate from screen to screen. This software requires jobs (work orders) to be scheduled to a waiting list and then dispatched for scheduling, unless it's a recurring job you set up to automatically populate on a specific day/schedule. When loading the waiting list and the dispatch board, it can take over 30 seconds to load, sometimes longer. This is costing us time and money and would be very ineffective for larger organizations. We would be considered a small company. We've brought this issue to ServiceAuto Pilot's attention, with no response as to whether they plan to resolve it. Only other major con to be aware of is the mobile app works on smart phones with a downloadable app, but does not work on a tablet. The main website works on a tablet, but not fully, as it's not supported and the screen doesn't scale/convert to this device.

Excellent for The Lawn Care industry

Comentarios: The customer service has been excellent they really help you out to work through your needs.

Puntos a favor:

This software addresses so many needs we had and many we didn’t even know we had! Making our client lists and their needs so cohesive in a multi- service company.

Contras:

There are a few draw backs in certain functionalities but usually easy to overcome!

Service Autopilot will offer more than what you ever need

Comentarios: I've switched to SA from operating on paper notes and without much systems and trackable processes. Main reason opting for SA was Jonathan's track history of lawn care operations and software. But biggest selling point was his vision on an all automated platform. A very detailed price matrix and estimate templates plus the easy to navigate dispatch board are just two of the many features that have helped my company to send out proposals quick, efficient and with the desired profits and making sure no job gets missed. The mobile app is a sure game changer for everyone that used to work with paper route sheets. Customer Support when needed is finding a good solution most times. Many times they will go the extra mile finding a good solution. Occasionally you may find a representative who is not up to speed with some issues but hey...there's new people in any business that can't be perfect from day 1. The people behind the company and the leadership is outstanding as I know Jonathan (co-owner) on a more private level. The progressive approach to today's fast changing technology and demanding customers is second to none. Capabilities of SA are simply staggering and will require at least one full time person in order to utilize the power. One area of suggested improvement is the snow dispatch functionality. Although it works you can sense the immediate lack of insight due to their location not being exposed to real winter service environment . If you're looking for a business software that can grow with your business as well as provides great inside information into your numbers you will not be disappointed.

Puntos a favor:

no jobs missed anymore marketing potential templates

Amazing Service Company Management Software!

Comentarios: Extremely customized and detailed client and employee management features. The dispatch boards and calendar views are amazing and offer flexibility.

Puntos a favor:

Features! This software can literally do anything you need it to! I have tried just about every maid service software out there and Service AutoPilot is hands down the best one and offers the most customizability and different functions! Also the amount of reports you can run through SAP is unreal! You can easily get a snapshot of your business at your fingertips. I love it!

Contras:

It does take some time and patience to learn and get everything set up. The positive is you can layer your learning to help the process be more smooth. The other positive with that is it takes time to fully learn and utilize all of the functions because it really does so much!

Working our way to a business that practically runs itself!

Comentarios: We had to 'jump right in" and start using Service Autopilot in May of 2012 after our old scheduling software crashed during the middle of our busiest season! The customer service department had us up and running in a few days and we were on our way to making schedules again. They helped us set up our entire company, build packages, and train us all at the same time, understanding that we were in an emergency. However, that same urgency for customer service has continued to be provided to us after almost 3 years! It is hard to determine what is Service Autopilot's best feature, but their customer service department is certainly up at the top. Quick response times and the helpful attitude of each customer service agent makes it obvious that this company's priority is their users. As a middle-aged user, I tend to get set in my ways with how my screens look, the process I use to do daily tasks, and am a little slower than I used to be in picking up new ways of doing things. It is probably easier for the younger user to catch on when new updates are made and features added, but in the end the realization that the software is only getting better makes the updates worth it. And as mentioned before, the customer service agents are always there to help those who are "a little slower" than the rest! My most favorite feature is the fact that I can control my business from anywhere in the world. As a frequent out-of-country traveler, I am now able to schedule, close jobs, keep track of my employees, and send out bills all while in another country. I no longer have the feeling that my business is crashing down while I am gone, and I can be enjoying my time outside the country and only my staff knows I am gone! I can confidently say that this software is one of the most powerful tools a business owner can have to organize, streamline, and take control of their business. I have used 2 other big-name scheduling programs, and Service Autopilot has exceeded my expectations in what a piece of software can do. My business is running more efficiently and I have been able to back away from daily operations and concentrate on the 'big picture' instead. I am excited at where my company is going and I finally have time to plan and take it there!

Outstanding software solution for entrepreneurs!

Comentarios: Outstanding!

Puntos a favor:

Saves me money and saves me having to hire staff! So much AUTOMATION!

Contras:

Nothing! I love it all and would recommend it to others!

SAP saved our company!

Comentarios: Our business is Lawnpro Grounds Maintenance, We have been with Service Auto Pilot since 2014. When we first came on with SAP I was a little worried about how this one program would fit our company needs. But after about 100 phone calls, 50 emails and many webinars, I can say first hand that without SAP, our company would not be where it is today. The team at SAP was very supportive and patient with any and all our questions. SAP have given us the system and tools to be able to run our company at its fullest. We have grown in numbers and grown ourselves in being more efficient. We depend on SAP so much you could quite possibly call them a business partner. We are truly grateful and recommend SAP to anyone.

Puntos a favor:

All functions of SAP are exactly what you need to run your company efficiently. We absolutely love the Maps Pro for estimating our clients property. That alone saves us hours of work weekly.

Contras:

There really is nothing that we don't like about SAP.

Handles an unlimited amount of clients, jobs and employees.

Comentarios: I was first attracted to this company because they are very experienced in my line of work and do understand what we need from a very hands on point of view. There attitude toward customer service has taught me a lot about what it take to keep clients happy and coming back for more.

Puntos a favor:

The dispatch board is laid out so you can customize the view you need of your work by client, status, resources assigned etc. It allows you to read notes and see pictures from the field in real time and correspond with your supervisors efficiently. The custom invoice templates are great and the fact that it syncs with Quick Books has reduced the time we spend billing customers. The Client screens allow us to keep track of every estimate, service and communication. Service Autopilot is capable of retain detailed info about each property and all job history. The training videos are great and the help staff is very polite and patient when you call with questions.

Contras:

There is not much to dislike about Service Autopilot. It has been a little slow, but since it is cloud based software it could be my ISP or something else. They have made great improvements in this area.

Our Company Made A 180 Because Of This Program

Comentarios: When we started our lawn care company, everything was manual. We made our mowing routes in excel spreadsheets, hand wrote our invoices, were not very good at tracking accounts receivable (we likely lost a lot of money on this), etc. Since using Service AutoPilot our company has made a 180. We are able to use the app for our crews, invoices are created automatically when the job is completed, our A/R is better than it ever has been (with help from also being able to accept credit cards through the program)! Service AutoPilot has helped us tremendously and while there are small things that could be improved (certain reports being available is the biggest thing), the positives outweigh the negatives. I would 100% recommend this company to any service based business.

Misleading product

Comentarios: It's been terrible lately.

Puntos a favor:

I did like it at the beginning until you guys change the software flow of recording hours. I hated, and instead it help us, now its a burden that i cant get out quick enough.

Contras:

You're not listening to what the problem is and not taking care of it, and only giving excuses.

Service Autopilot has increased our profitability and made our business and more scaleable

Comentarios: We love Service Autopilot. We used Qxpress in the past and became frustrated with empty promises. I feel like because Service Autopilot is co-owned by a person that also owns and uses this software on his service business everyday it will constantly improve

Puntos a favor:

I like the ability to track job times, the app, the invoicing, bulk email notification to clients, the dispatch board, job costing reports, the integrated estimating - scheduling - invoicing platform. There support is awesome.

Contras:

No software is perfect and there are things that Service Autopilot could improve on just like every software that is available. There are a couple small items they could improve on, but I think they are in development. Things I would like to see in the future - bulk text notification to clients, report of client revenue and being able to sort from high to low for an entire year.