Service Autopilot is a cloud-based service management software designed for lawn care, cleaning, snow removal and field services. We offer that offers scheduling, job costing, call tracking, credit card processing and website integration within a suite.
Service Autopilot helps service owners manage their business from end to end starting from lead capture, proposal generation, service scheduling going all the way up to online payments and customer support. The lead capture functionality of the software allows users to capture visitor information with the help of custom web forms. The leads are then assigned to the sales team for follow up calls and emails. At the proposal creation stage, the software helps users estimate project costs based on the requirement information.
Service Autopilot features scheduling which allows service managers to assign service requests to the service staff and track the status of each request on a real time basis. This ensures that each service request gets visited and completed in the least amount of time. Once a task is completed, the software allows users to make payments using credit cards payment processing functionality.
With the help of customized reports and dashboards to monitor and track all the service requests, users gain a complete view of all the field service activities and are better equipped in making decisions regarding the customer handling procedures.
Much easier than using a spreadsheet and hand inputting info into invoices and estimates.
The estimate, invoice templates and customization for letters is awesome. Other companies need to take a look at making easily customizable forms for invoicing and estimates. The software is excellent for emailing detailed estimates and letters. Converting leads/estimates into active customers is very simple. The pricing matrix conversions (size or piece per job into prices) is extraordinarily well done. Honestly, the software setup shows a ton of promise. I believe it could easily be the best out there if they would fix the basics listed below.
They do not have the basics down. Payments that are applied to balances are constantly unassociating from accounts. I spend 10-15 hours per week rechecking this error which causes serious billing problems and has cost me customers. Payment check boxes also tend to dissociate every once in a while. I spend another several hours per week on routing because single accounts cannot be pulled. If I have to add a customer into the route for that day the entire days work has to respool for printing. This takes up to 2 minutes to load and then another minute or two to scroll through the pages to print the necessary work. Routing, Call Logs, and To Do's are all scheduled for route printing. This costs a ton of time sorting it all out and paper costs add up quickly. My business (lawn care fertilizing and pest control) runs on renewing accounts each year. There is no way to auto-renew and send updated pricing and service schedules to existing customers. Each year I have had to input entirely new estimates for every active customer and send them individually. I then have to delete the prior years services and convert the estimate (pre-pay letter) into a whole new package. For a few hundred customers this process takes 90 hours! Customer information is split up between multiple screens and the jobs history for each has to be manually looked up by pulling up prior invoices. Support answers the phone but has not fixed even one of these issues nor has answers.
Likelihood to recommend
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!
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!
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.
Likelihood to recommend
BEWARE!!!!!! I own a lawn and tree fertilizing company. I have used this software for the past 3 years. We were extremely pleased with Service Auto Pilot for the first 2 years. It worked great and helped us tremendously with getting the business organized and up & running. Unfortunately over the past year I feel the software has done the complete opposite. With the constant updates there is some serious issues with the code the system is running. My balances on the invoices are off (which I have contacted them about several times over the past 5 months and they agree and confirm there is an issue) and even worse the jobs that are supposed to pop up for service are not. I have customers calling asking where we have been. There were always some small problems before with routing and just general things you need would be compromised. I once thought overall the site was a solid 4-4.5 stars out of 5 and a fair price. At this time however I DO NOT recommend this software! Check back once they get all the bugs worked out. The good thing is they made it easy to export your clients and leave.
UPDATE September 21 2016. None of the issues I have been experiencing have been resolved and even more issues are popping up. Soon as season is over I will be leaving this company
UPDATE 10/24/2016 I was told my issues were looked at by the development team and that they were some deep routed issues that would take a long time to fix. However the company has stopped updating me of the progress and it seems they have left my account for dead. There are even more issues popping up and it has become almost impossible to work with this software. I think what happens is after using the program for multiple years there is too much code interacting with itself and jumbles things all up. You may be wondering why I am still using it. That's because my business is seasonal and I was just hoping to get through the year before I went through all the work of inputting my customers into another service software program.
I loved its ease of use and how easy it was to teach my workers how to use it. It also has tons of extras that really come in handy when it comes to managing all aspects of business
I hate that it imploded on itself after using it for multiple years.
Likelihood to recommend
We started using this program this season. Previously we tried another system that was atrocious to implement. SA has been much better, but also has some serious issues.
First major problem: We offer 2% 10 day discount, have for over a decade. There is no accounting setting for this in SA. I can accept payments into SA and add it as a line item with another 4-5 steps per payment. It's not a savings of time, or effort. If I enter the payment through QB Pro with the discount, SA does not recognize the discount and the customer has a past due balance. This can later be "adjusted" with more steps.
Second major problem: If you use QB Pro for accounting (purchasing material for jobs or using it out of inventory, and assigning the expense as billable to the customer) you can not easily add the billable charges from the QB Pro side and have it sync to the the SA side. YOU MUST MANUALLY SYNC EVERY TIME before switching from QB Pro to SA and vise versa if you are adjusting invoices to avoid losing data.
This program is mostly good for tracking time. It has good features and is pretty easy to navigate. Customer service has been very good and helpful.
We have not been able to reach our goal of eliminating paper records from the trucks, but still intend to do so, perhaps with SA involved. It's still too easy to lose data with SA in the trucks. I plan to continue working with the software to see if we can indeed get it where we need it to be during the slow season.
An observation about the company: The culture of SA is to push more products (acadamy, sync, training convention, etc...) and the constant statement that you need to "follow their program" in order to be successful. This is the only way you can do so. And the new products/ services keep coming, but I still see the same glitches in the core program. Maybe they should follow through with the original and make it a little stronger before chasing the next rainbow. .... I just keep getting the feeling like when I used to deal with a big bank. They want you to be so entangled with multiple accounts, programs, etc.. that even when you want to, it becomes difficult to extract your business from them.
time tracking converts to invoicing
Very weak on the accounting side. Minor glitches in the drop down boxes are annoying.
Likelihood to recommend
Hello I started with service auto Piliot in March 2014. I had extremely high hopes and what they offer or said they offer I thought was exactly what was needed to run business. Wow was I wrong and they are a joke. I paid $108/ month for March April May. I cancelled end of May. Called Credit card company and disputing charges for fraud.
They stated for fee a website they would build. I had info to them in 5 days of sign up on March 8. May 27 I finally was able to review the website. Let's say I had 5 people provide opinions. 1 said ridiculous a 4 year old could do better. 2 just stated you have been had. Get money back.your site is a joke. The last called me in such disgust and wanted the company information cause he felt they were a fraud of a company and wants to make sure this happens to no one else. The site stated we mowed lawns and next sentence asked to call to have swim pool opened. One area stated to check out our lawn care services and then listed swimming pool services. The pictures and format is something from th 80's. I do have screen shots and they stated its first one with this new format. I tell you this site would not have been acceptable for any company and back in times when we all used dial up. It was that sub par.
The accounting services. I watched what felt like hours of videos and you will cause its set up that way. The gentleman who does them rambles on and on says the same thing over and over and what he accomplished in 19 min of video He could have done in 5. I spent hours and hours learning and finished criteria they ask you to do so you can have your one on one training session with a tech. I asked so many times to get my one on one I was begging by May. Each Time a new video of step to complete. I finally screamed I am paying for this I will sign a form if I waste my one on one training phone call I will not ask for another one. ( they stated they do not do the one on one training unless you complete certain steps cause they do not want you to waste) That did not work and no one on one. I can go on and on. It looks to me like they have a great base system and now are using it to make money to figure out how to implement to different fields of work. They offer websites and have no clue how to make one and the wording was poorly done. I beg of all you business owners. I truly wanted this to work. I sent clients letters raving about our new system, client portal and website. I wasted 3 months and now have to start over
Below are some frequently asked questions for Service Autopilot.
Service Autopilot offers the following pricing plans:
Starting from: $47/month
Pricing model: Subscription
Free Trial: Not Available
Startup: $47 per month
Pro: $79.97 per month
Each version has a one-time setup fee of $97
Service Autopilot offers the following features:
Service Autopilot has the following typical customers:
Large Enterprises, Mid Size Business, Small Business
Service Autopilot supports the following languages:
Service Autopilot has the following pricing plans:
Service Autopilot supports the following devices:
Android, iPhone, iPad
We do not have any information about what integrations Service Autopilot has
Service Autopilot offers the following support options:
FAQs, Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials