Service Autopilot Reviews

I like the versatility of the program as well as the layout

I wish that it was more user friendly .

It allows me to track my business without the headache .

Customer service and support is always available and very helpful

lag time, reports desperately need to be improved compared to Quickbooks

utilize the video training

Automations are making our office staff more efficient

Great for scheduling maintenance services. If you have used Qxpress, it is just as nuanced, but better. Reoccuring jobs, marketing, etc. I would highly recommend it for any lawn/landscape maintenance provider. After using this cloud based software, I would never go back to desktop.

Service Autopilot integrates seamlessly with Quickbooks.

Anytime we have had an issue, help has been fast and efficient. Yes, you do get a low level person when calling in sometimes, but they will escalate it quickly if it is obvious that needs done.

We have had a few hiccups with invoice customization, etc. Just minor details. Overall, I can't really think of one major gripe.

With software, fit is a big key. If you are a recurring service provider, make sure to check this out.

Service Autopilot schedules our jobs stores customer data, routes, maps, invoices, markets, and controls every single function of our landscape maintenance company (2 million in annual sales, about 1,000 active customers.)

The efficiency and integration of data. We are able to create an account for a new lead, convert them to a client, add their payment information, create and send an estimate, convert that estimate into a job which is dispatched on the scheduled day, then mark that job completed from the field, charge their account from the field, and email a receipt all with a few clicks and with ZERO double entry!

Would like more detailed email functions for talking back and forth with customers and being able to track that within SA. Outgoing emails work great, but the response from customer does not integrate back into SA but rather appear in the inbox of the email address.

Estimate templates that were a bit more customizable would be nice (something along the lines of your "drag and drop" website builders like weebly or wix).

We would like to be able to add a client's new credit card number to their account from the mobile app.

Subscribe NOW and do not just dip your toe in the water, jump in head first and start utilizing the fantastic business management capabilities of Service Autopilot!

We have been able to streamline, improve and drastically increase profitability by using Service Autopilot to manage all of our daily operations, including all of our lead, client, scheduling, customer service, estimating, time sheet tracking and billing. We also use the two-way sync with quickbooks desktop premier to make quick work of accounting and report preparation.

The scheduling and routing feature using the mapping tool.

Lack of ability to customize route sheets.

This is an awesome software for companies doing any kind of maintenance services. There is lots of flexibility in the way scheduling and routing can be accomplished.

We do so many different services for a large number of clients. Keeping everything scheduled properly and with the correct notes to help the crews get the jobs done right is important. Service Autopilot is the best solution we have found for getting this done. Since we switched, we now schedule and invoice much more quickly than with our previous software.

The ease of use to schedule, dispatch and bill for services as well as the automation's feature to automate tasks and events both internally and externally.

Filtering for data and getting accurate data in reports or lookups is sometimes difficult

An all-in-one CRM from marketing to sales to production to accounting and re-marketing cycle of clients.

Help line. They are always there to help when needed and are fantastic.

Training Other employees how to use it is a little time-consuming but that would happen with any program

Of you own your own company, service autopilot is the program to use!

Whenever my husband has a question for our 2 businesses, they are extremely helpful and answer our questions with ease. We love that we can call anytime and it’s free help!

What i like best about this program is the ability to track employees abd schedule routes for jobs.

I dislike it because it can become expensive when mobile users are added.

We are solving time management issues and better service to our customers.

I love how we can manage most of our service business in the one place

I wish support was better at helping us find workarounds and best practices for our specific needs. I also wish it integrated with Quickbooks Online.

It may take a lot to get set up, but it's very well worth it.

Scheduling, client care and invoicing