Service Autopilot

4,1 (136)
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Logiciels pour les entreprises de paysagistes, de déneigement, de nettoyage et d'aménagement paysager.

Note globale

4,1 /5
(136)
Rapport qualité-prix
3,9/5
Fonctionnalités
4,0/5
Simplicité d'utilisation
3,8/5
Support client
4,2/5

77%
des utilisateurs recommandent cette application
Classer par

136 avis

Stefani
Stefani
Note globale
  • Secteur d'activité : Hôtellerie
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé tous les jours pendant 1 à 5 mois
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 9.0 /10

Great program for leads and clients

Publié le 27/08/2019

Avantages

It offers scheduling right in the software. It is easy to use and great for keeping track of clientS.

Inconvénients

Sometimes it is hard to figure out the schedule and what fits you best in keeping it organized.

Brad
Note globale
  • Secteur d'activité : Eau/gaz/électricité
  • Taille de l'entreprise : 51–200 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

Brads Review

Publié le 29/09/2023

We have had a really good experience. We know SA cares and they are making changes to the system to...

We have had a really good experience. We know SA cares and they are making changes to the system to better help us. All the people at SA are great quality people.

Avantages

I like the CRM side of things along with the marketing and report functionality.

Inconvénients

The fact that we can’t job cost since we can’t track actual materials used

Alternatives envisagées 

Jobber

Pourquoi choisir Service Autopilot 

We wanted something web based

Réponse de Xplor Technologies

Brad, thank you kindly for your feedback!

Aaron
Note globale
  • Secteur d'activité : Construction
  • Taille de l'entreprise : 11–50 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 2.0 /10

Try something Else

Publié le 29/03/2023

The customer service is terrible. We have had many problems and glitched with Service Autopilot...

The customer service is terrible. We have had many problems and glitched with Service Autopilot that have cost us tens of thousands of dollars. Service Autopilot refuses to fix its software, has no plan to fix it, and will leave us hanging for months with no answers.

Avantages

It works well for routing and dispatch.

Inconvénients

Payment processing, Client portal, accounting, the customer service department and IT department are horrible, no option for adding credit card processing to invoices, poor options for charging sales tax, etc...

Réponse de Xplor Technologies

Hi Aaron,

Thank you for taking the time to share your feedback with us. Please contact us at customermarketing@fieldedge.com so we can gather more information and help you in any way we can.

We look forward to connecting with you soon.

brad
Note globale
  • Secteur d'activité : Construction
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

SA user for many many years

Publié le 10/11/2023

Avantages

This is a wonderful product that keeps the business running smooth.

Inconvénients

It is very complex and you need to study the software to get really good at it.

Réponse de Xplor Technologies

Thank you, Brad, for your feedback! SA is a robust software with tons of amazing features! If you need assistance, please do not hesitate to reach out. We're happy to help.

Thank you for being a part of the SA family!

Jonas
Note globale
  • Secteur d'activité : Eau/gaz/électricité
  • Taille de l'entreprise : 51–200 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

SA Review

Publié le 09/11/2023

Overall it’s been a great experience . Been with SA for many years

Overall it’s been a great experience . Been with SA for many years

Avantages

We like the Automations . 21 days to close

Inconvénients

Speed of the dev team recently. And customer service

Réponse de Xplor Technologies

Jonas, Thank you SO MUCH for taking the time to share your feedback with us. We will share your review with the proper departments. Should you need assistance with anything, please feel free to reach out to us. We're here to help!

Kate
Note globale
  • Secteur d'activité : Services aux consommateurs
  • Taille de l'entreprise : 11–50 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 7.0 /10

Quite a Learning Curve, but an All-in-one Solution?

Publié le 29/04/2022

Service Autopilot (SA) is the hub of the entire business as it contains all lead, client, and...

Service Autopilot (SA) is the hub of the entire business as it contains all lead, client, and employee information.  All the business’ services are scheduled and dispatched through Service Autopilot.  The technicians use the SA app to receive their jobs notes and punch in and out of their jobs.  Cleaning estimates and invoices are distributed through SA.  We use the reporting feature to pay Sales Tax and keep our eye on Key Performance Indicators.  SA is our Customer Relationship Management tool used for email marketing and chat messaging.  We also use automations in Service Autopilot to send reminders before cleanings, after-job quality surveys, and client onboarding emails.

Avantages

Service Autopilot is the hub of the entire business as it contains all lead, client, and employee information.  The automations are a huge step up for productivity and ease of systems.

Inconvénients

Service Autopilot is not easy to use or set up. It is less intimidating if you are the kind of person that likes to jump into a new software and just poke around. There are so many aspects that even once you know the basics, there is always something to tweak in the workflow. Unfortunately, after SA was purchased by Clearent (a credit card merchant) a couple of years ago, the customer service and general functioning has gone downhill. There are often slow days (everything slow to load) while working in the software that make it unusable for a period of time. They also have a closed API and so don't integrate with other programs. There is a version 3 in the works for a couple of years now (always beta, not complete), but it seems less intuitive and worse laid out than version 2.

Raemah
Note globale
  • Secteur d'activité : Services aux consommateurs
  • Taille de l'entreprise : 11–50 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 3.0 /10

Going Down Hill

Publié le 04/04/2022

Customer service used to be good, they answered the phone! Now they want on line chat and don't...

Customer service used to be good, they answered the phone! Now they want on line chat and don't answer the phone; you have to leave a message. A few times, my call wasn't returned. Or, they call back after hours even if you let them know you are in a different time zone.
They say they will look into issues (bugs) but I never see anything change.
I don't like being told to watch a video to learn how to do something.
I'm getting very discouraged and am thinking about moving to another software

Avantages

We keep track of up to 1,000 clients a year. I like the dispatch board for keeping track of clients.

Inconvénients

- Dispatch board was recently cut to a 90 search feature, we need at least a year to help keep track of all our jobs
- SLOW response time! The system has slowed to a crawl; very frustrating
- Reporting is difficult to use
- Templates are limited
- Font sizes do not match the number chosen (14 pt is not a 14 pt or a font size is not even available)
- Tickets were added, don't know what they are but they get created when we didn't want one
- History list on client page was changed and is now way too long
- Have to go to another tab to find out if an email was received, it used to be on the client page
I could to on and on about all the features they have changed over the years that have actually made it more cumbersome to use. I have thought about leaving for some time, not sure how it would be to get all my information to another vendor

Kirk
Note globale
  • Secteur d'activité : Eau/gaz/électricité
  • Taille de l'entreprise : 11–50 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

Life Long Heavy User of Service Autopilot

Publié le 01/04/2022

Superb. We have looked at other software alternatives and nothing can touch SA in terms of...

Superb. We have looked at other software alternatives and nothing can touch SA in terms of comprehensive capabilities, flexibility and automations. The price is outstanding for all of the funcionality.

Avantages

We completely run the business using Service Autopilot. Without it I would have to hire at least two more office staff and shudder at the thought of all the mistakes that we would potentially make since SA does a lot of our work automatically.

Inconvénients

I really wish I could build custom reports easily.

Walter
Note globale
  • Secteur d'activité : Services aux consommateurs
  • Taille de l'entreprise : 11–50 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 9.0 /10

Customizable Service Management Catch-All

Publié le 13/12/2021

It was a challenge getting everything set up, due to so many different processes in need of...

It was a challenge getting everything set up, due to so many different processes in need of consideration and thought, but if you put in the time and take advantage of the training sessions and/or help available via Google & Youtube, you will not regret choosing this software.

Avantages

What I like most about this sofftware is that you can literally build your OWN service management tool. Service Autopilot is the most customizable software I've come across that has just about everything you can imagine you'll need to run a service-based business that services large numbers of customers.

Inconvénients

This software definitely has a fairly steep learning curve and the training sessions are a little pricey, but it is absolutely worth the time, effort and money.

Scott
Note globale
  • Secteur d'activité : Services aux consommateurs
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

Well.....what can I say.

Publié le 28/02/2020

Without this company my life wouldn't be what it is today. Its truly made my business and my life...

Without this company my life wouldn't be what it is today. Its truly made my business and my life easier in so many ways. I used to have thousands in collections, now in 2019....$0.00 Yep, nothing because we charge credit cards and an automation collects a new card when they get declined, by itself! While I am doing other things making money :)

One more thing I want to mention is that anything that this software lacks is surely coming in the future although I cannot think of anything. One of the founders has experience building a multi-million dollar service business so think about it, do you think he might know a thing or two about whats needed to build a business like yours? He struggled and got through it and now this business has thousands of clients!!!

I started writing this review because I was helped so much by them the last few weeks I was moved to share it with you on this site. I hope someone finds this helpful.

Avantages

I love everything. I use all their features and each one does an amazing job of saving me time and helps me better serve my clients.

1. The people are amazing, absolutely amazing!

2. I charge ALL my clients by credit card and I get paid the NEXT DAY! I select all the invoices for the week and click charge cards, and done. Merchant fees are the lowest they have ever been.

3. Automations feature is priceless for me. Here are a few examples of how it helps me.
-I have an automation that once a new client is created, I send them automatically by the way, a welcome email, a faq letter, and a pack of brownies with a welcome card in the mail.
-After a spring a fall cleanup i notify my clients by text or email that its been completed, they love it
-Renewals used to be so streesful! Now an automation makes the offer in the spring and they click or retun a text back to my office text message number through service autopilot. If they don't answer, no worries, SA follows up with them. I mean come ON! AWESOME RIGHT? Yep :)

4. I use their quickbooks sync so when I get my taxes done all my accountant has to do is log in and all the info is there for him.

I could go on and on its great take a look or give them a call they are so nice.

Inconvénients

Psh just stop showing off you know? Sometimes it just gets old. Service Autopilot, you're like the guy at the gym with his shirt off asking everyone if his 12 pack abs make him look fat....come on. Your the best, no question but maybe release new features a little slower so you don't come off so intimidating. Dominate the competition? of course, humiliate them? You really shouldn't. How do you guys think you make all the other software companies feel? Have some compassion, show some humility! Sorry I went off like that but this has been bothering me for years and needed to get it off my chest...

Alternatives envisagées 

Jobber

Pourquoi passer à Service Autopilot

I saw more potential
Scot
Note globale
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 0.0 /10

If you have a few hundred customers, expect to spend 10-15 hours per week correcting its...

Publié le 10/03/2018

Much easier than using a spreadsheet and hand inputting info into invoices and estimates.

Much easier than using a spreadsheet and hand inputting info into invoices and estimates.

Avantages

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.

Inconvénients

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.

Chris
Note globale
  • Provenance de l'avis

Note globale

  • Simplicité d'utilisation
  • Support client

Do not purchase waste of time and money

Publié le 28/05/2014

Hello I started with service auto Piliot in March 2014. I had extremely high hopes and what they...

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

Réponse de Xplor Technologies

From Jonathan (CEO & Co-Founder):

We refunded 100% of Chris's money.

Both myself and our team tried numerous times to reach Chris by phone & email to make this right. Chris is absolutely correct. The website we built for him was a complete joke. It was 100% our fault. An individual on our team (no longer with us) put zero effort in to it and called it a finished product.

We did not charge for the website it was free as part of a bundle promotion. However, our inability to deliver a quality website understandably tainted his entire experience with Service Autopilot.

We offer free 1 on 1 training. We ask that members first spend 30 minutes learning the basics of SA.

We do have numerous long videos for those that want all the details. But we also have over 300 videos 3 minutes or less.

We absolutely offer free 1-on-1 training, unlimited free webinars and unlimited free phone support. We always have.

Please read my full response here: http://goo.gl/d2Sdkz

Jesse
Note globale
  • Secteur d'activité : Immobilier
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 2.0 /10

After almost 5 years calling it quits

Publié le 13/11/2020

We started using this in 2015. Many of the features that were rolled out since are not useable by...

We started using this in 2015. Many of the features that were rolled out since are not useable by us, or are too expensive for the value. Known bugs have not been worked out, such as the 5+ year problem with download XLS files on a Mac. The biggest problem is that the mobile app hasn't been restructured in the time we have used it. Even in 2015, the mobile app was nearly unusable, and it really hasn't changed.

The potential for making mistakes in scheduling jobs is high. These user mistakes can lead to jobs simply disappearing, or unable to be found. We run a fast and furious company, and software needs to be bulletproof and easy to use; but Service Autopilot takes a lot of concentration and time to be sure you are doing things correctly.

It is a complex piece of software, and has many awesome features. But if the features don't work properly, then. it is unusable. In fact, their latest release, V3, is a disaster. The interface is unforgivingly bewildering. We have tried to use this software effectively, but can no longer wait for the 5 years old bugs to be fixed.

Avantages

Full set of features, complex customizations, good form builder; complex scheduling; great customer service;

Inconvénients

Poor execution of good features; atrocious mobile app; buggy interface; slow loading interface; downloaded xls reports don't work with OSX or iOS; style sheets look 20 years old; frustrating to work with in the field ; Service Autopilot is partially owned by a payments company that does not have a competitive fee structure for small companies.

brian
Note globale
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé tous les jours pendant 6 à 12 mois
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 4.0 /10

After a season, I'm not sold, but still willing to give it another chance.

Publié le 17/10/2016

We started using this program this season. Previously we tried another system that was atrocious...

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.

Avantages

time tracking converts to invoicing

Inconvénients

Very weak on the accounting side. Minor glitches in the drop down boxes are annoying.

Andy
Note globale
  • Secteur d'activité : Construction
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

From a few clients to a thousand, this CRM software will change your business!!

Publié le 19/08/2022

My overall experience with Service Autopilot was good, it just didn't provide everything I needed...

My overall experience with Service Autopilot was good, it just didn't provide everything I needed as we transitioned more into pest control.

Avantages

I really liked the ability to communicate with my clients and the expansive user interface.

Inconvénients

The main con was that there was no way to integrate the current weather conditions into my reports.

Alternatives envisagées 

WorkWave Service

Pourquoi passer à Service Autopilot

Pricing and no contract

Réponse de Xplor Technologies

Thank you, Andy, for your feedback. We will be sure to share this with the team. Please don't hesitate to contact us should you have any questions about anything. Thank you for the great testimonial!

Mike
Note globale
  • Secteur d'activité : Services aux consommateurs
  • Taille de l'entreprise : 11–50 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 2.0 /10

Great ideas and features, too many issues

Publié le 23/12/2019

After submitting a solid dozen or so "Trouble tickets" for them to look into "Fixing" issues.......

After submitting a solid dozen or so "Trouble tickets" for them to look into "Fixing" issues.... nothing ever comes of them. Its become quite the joke. It gets old. They are always pushing new features, in order to up the amount they can charge. They are fairly expensive compared to many others, but I was willing to pay whatever I needed to, in order to run an efficient company. With all of the issues they have, they fall flat. Oh, and they are upping their prices again in 2 months. I can't even justify the thousands I pay them already per year! So we are changing companies. Hopefully we will have better luck this go around.

Avantages

Feature packed, routing, assigning jobs to crews, client data etc

Inconvénients

Theres too many to count. Its become a joke around the office. The software is glitchy, and after 3 years of using it, we continue to find issue after issue. Payments that were entered somehow vanished, basic things such as being able to search for payments or other data is sometimes lacking as well. They seem to be in a HUGE rush to push the latest NEW FEATURE, that they never get any of the old features solidified. The snow plowing side of the software is completely different than the lawn side, which is very odd and requires learning 2 different ways of creating routes and dispatching crew etc.

Jason
Note globale
  • Secteur d'activité : Eau/gaz/électricité
  • Taille de l'entreprise : 51–200 employés
  • Logiciel utilisé tous les jours pendant plus d'un an
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

Service-Software Dominant Player

Publié le 12/09/2016

Service Autopilot has not just been another CRM to hold customer information and track sales.

As...

Service Autopilot has not just been another CRM to hold customer information and track sales.

As a $5MM+ service company with a database of over 55k contacts and their related records, choosing the right software company to transition to was very critical. We had long outgrown our previous CRM and until Service Autopilot we had almost given up on finding a real solution that would fulfil our needs to help us continue to grow and improve our system in the process.

Service Autopilot has brought the whole spectrum of a service business together in an easy-to-use format for us.

From incoming leads to re-marketing to previous customers and everything that happens in between Service Autopilot is a complete solution that saves times, increases efficiencies and pays for itself.

Their awareness of the swift technological changes, attentiveness to member's needs and rapid/timely upgraded solutions is what separates them as the dominant player in the service-software market.

In addition, everyone from the support staff to the leadership team of Service Autopilot has proven to be extremely receptive and helpful to provide answers and solutions to its member's needs.

This is one of the most valued partnerships we have ever established and are looking forward to a long-lasting relationship as we both grow together.

Avantages

The fact that it seamlessly moves every activity of a lead from one phase to the next, from an incoming lead generated through an advertising campaign all the way through the sales process, follow-up, scheduling, invoicing, payment to re-marketing and upselling.

Inconvénients

The reporting has admittedly been their weakness, but they have recently dedicated more resources to improving and adding reports as requested and needed.

Ines
Note globale
  • Secteur d'activité : Eau/gaz/électricité
  • Taille de l'entreprise : 11–50 employés
  • Logiciel utilisé tous les jours pendant 6 à 12 mois
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 7.0 /10

Great Software Some Caveats

Publié le 17/09/2019

Overall a good software with some excellent people in the company. They just need to slow down...

Overall a good software with some excellent people in the company. They just need to slow down enough to ensure transitions from other software is done accurately, focus on service and resolving known issues before adding more features. I would choose this software again.

Avantages

- Automations (sending automated messages for marketing/collection etc.)
- Automated arrival preferences (again, part of what they call Automations
-Able to text clients from software
- Setting up To Do's for employees
- One report - Job Costing - has potential to make price increase easier to evaluate for under-performing accounts
- Time saved entering leads

Inconvénients

- Closed API - so make sure you want to own and be owned by this one software
- Not able to get support on your schedule (wait for a call back which may happen when you can't take the call)
- Fast growth and race to add features seems to have created a back log on issues
- Can't open a client account right from the calendar
- Issues with the Quickbooks Online synch
- Scrolling through a client's receivables is wonky (you have to click to load more transactions)

Thomas
Note globale
  • Secteur d'activité : Construction
  • Taille de l'entreprise : 11–50 employés
  • Logiciel utilisé tous les jours pendant 1 à 5 mois
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 0.0 /10

Complete let down

Publié le 30/03/2020

No idea why some of these major bugs havent been worked out and why the current system hasnt been...

No idea why some of these major bugs havent been worked out and why the current system hasnt been tweaked.

Avantages

I like the estimate presentation, how customers can e-sign estimates, the forms feature except for all the glitchiness on the app

Inconvénients

Software is over engineered. Help features skip a lot of info when going through the steps that I had to figure out myself. NOT user friendly at all. Almost impossible and extremely time consuming trying to teach this to office staff. Ive spent countless waisted hours trying to figure out why something in the system doesnt and if you dont do something the right way then its game over. Its actually 11 at night and I've spent 3 hours just trying to figure out why the hell a job that I just dispatched is missing ONE task and all the jobs that did show up on the dispatch board have no job notes attached after I went back 6 times to try and fix it through multiple different ways of scheduling a job, so now I have a crew that has no idea what they need to do tomorrow. When you ask for help the support can rarely give you a straight answer of how to do something because it seems like the system has them stumped as well. Great idea for a system for the landscape business but someone did not think this all the way through, Im very skeptical about the new version coming out but we will see. Very disappointed.

Aaron
Note globale
  • Provenance de l'avis

Note globale

  • Simplicité d'utilisation
  • Support client

Awesome Product and Company!!!

Publié le 09/01/2015

I have been using Service Auto Pilot since November of 2012.

Setting up Service Auto Pilot:
We...

I have been using Service Auto Pilot since November of 2012.

Setting up Service Auto Pilot:
We set this product up in the winter of 2013 and spent a few weeks doing this. I would highly recommend doing this in the off season. You have to be disciplined and watch the videos. Don't try to set up everything. Try it and use it. You will learn more using it and it is very easy to make changes as you go. We are three years in and we make changes all the time to improve our time management.

Customer Service:
This is one of the bright spots of this business! These folks always respond and have spent hours with me and our staff as we learned all of the features of this product. They have helped us set up our invoices, estimates, packages, and services. They are really 2nd to none and I can't say enough about how much they have done for us. This product would be worthless without their customer service and they realize this. They have delivered in this area a hundred times over.

How we use the product:
We email all estimate and invoices.
We charge credit cards for 95% of our business all done through the system.
We send all route sheets to our crews daily and if we need to change them they get an update in the field.
We are able to track and see what properties our crews have completed in real time.
We can send advertising emails to all of our customers with a few clicks and in less than 5 minutes.
We can track phone calls and keep important information about our customers for future reference in the customer file.
Our customers can log in to their Service Auto Pilot account and change their credit card info, see their invoices, and request services. All of this is tracked in the system and notifies our staff when this happens.
All of this is cloud based which means that I can work anywhere in the world. Many days I work from my car in the field as I meet my customers and work with my crews.

I could go on and on about this product. In the past 2 years we have added over 400 customers. This product didn't do that but it has made adding that many customers easier and quite frankly it would have been impossible without a product like this.

Heidi
Note globale
  • Secteur d'activité : Services aux consommateurs
  • Taille de l'entreprise : 11–50 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 6.0 /10

Lacking in features

Publié le 16/06/2020

Any time I have a question and need assistance, I have always been able to easily access customer...

Any time I have a question and need assistance, I have always been able to easily access customer support. The majority of their staff seem very knowledgeable regarding what the software is capable of doing.

Avantages

Service Autopilot is relatively easy to use & does have the app feature that makes it even more easily accessed.

Inconvénients

There are many features that have been changed with "upgrades" that have taken away from the product. There are also features that should be no-brainers as far as employee schedules that are just not available. The lack of features creates more work on the HR end of our business.

renee
Note globale
  • Taille de l'entreprise : 11–50 employés
  • Logiciel utilisé tous les jours pendant 6 à 12 mois
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

Service Autopilot Makes Crew Management A Breeze

Publié le 15/09/2016

We started using Service Autopilot in January 2016. Service Autopilot has been a wonderful tool for...

We started using Service Autopilot in January 2016. Service Autopilot has been a wonderful tool for streamlining the maintenance aspects of our business from scheduling to billing. The integrated mapping service makes it a breeze to modify existing routes. Scheduling changes are accomplished with just a few clicks. I love the budgeted vs actual job hours feature as it allows us to see which jobs and or crews are most profitable. My favorite feature is that billing is literally done with the push of a button. No more long weekends or translating spreadsheets to send out invoices! The mobile app has been an invaluable tool for logging labor in real time and tracking crew location. I love the United States based customer service. The Service Autopilot customer support unit is always courteous and knowledgeable. Additionally, there are online training videos available which are always continually updated. Service Autopilot made implementation of their software as easy as possible with their extremely helpful and patient launch and implementation staff.
I look forward to learning more features of Service Autopilot to help make our company even more profitable in 2017!
Renee Linkner
Lawnovations
Office Manager
Tulsa OK

Avantages

Dispatching
Crew Management
Mobile Reporting

Carl
Note globale
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client

Good software

Publié le 01/01/2018

Avantages

Dispatching, time clock, QB on line integration I hear is coming now, tracking when it use to work, affordable and for the most part easy to use

Inconvénients

The app no longer gives GPS tracking of the employee or the location of their trucks, now when we download the app on the iPad it no longer requests to use the app location, this is a much needed feature for us and will probably cause to find new software as SA can't seem to give us an answer as to why this is no longer requesting their location, on our iPads that we have not reinstalled the app it still requests their location.

Percy
Note globale
  • Taille de l'entreprise : 11–50 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

Anyone in the market for a Lawn & Landscape Application must use this software!!!!!!!!

Publié le 07/11/2016

We are thrilled and love the software and its functionality. Most people don't understand the full...

We are thrilled and love the software and its functionality. Most people don't understand the full capability of the software compared to the cost. Its very minimal money for alot of capability. We have personally gone through 4 other software programs in search of the right fit for us. SERVICE AUTOPILOT was it. From implementation to tech support we love our SA family.

Avantages

Two way sync with Quickbooks, the batch credit card function, dispatching and great mobile app, pretty much everything.

Inconvénients

I wish I could TEXT multiple people at one time, but its probably possible I just dont know how too.

Tonya
Note globale
  • Secteur d'activité : Services aux consommateurs
  • Taille de l'entreprise : 11–50 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 4.0 /10

Service Autopilot results in a love/hate relationship

Publié le 13/02/2019

Avantages

Scheduling for recurring services is easy to use and maintain.

Inconvénients

Reports are useless, nothing is really autopilot. You have to find a work around for everything you need to do. They are always offering upgrades and additional features, but there is basic functionality missing.