Service Autopilot reviews

Exceptional Software for any Business

Opmerkingen: It's saved us time in setting up our routes, estimates, jobs, remembering recurring jobs, basically any issues you are having with your business you will likely find a remedy with Service Autopilot.

Pluspunten:

This software has an entire arsenal of capabilities of the software compared to the cost. Its a small investment for a product that saves time and money in a ton of ways. We started with a program exclusively for lawncare which we were using to do all kinds of service work and it wasn't cutting it for us.

Minpunten:

it takes an investment of your time in the beginning to figure out exactly what is going to work for you in terms of the features. If you don't use the support that SA offers it can be overwhelming. But take the time to invest in learning the software and it will work out in the end.

SA Autopilot client for years

Opmerkingen: It was great the first 1 1/2 years, then the customer service issues hit and made us less excited about the software. The pricing change was the last straw for me. We still use the software for a small portion of our business but honestly just waiting for a better option to come our way.

Pluspunten:

The features of the system and integration with other software

Minpunten:

The customer service made me feel like our account wasn't a priority. They also removed with tiered pricing without notice. When I inquired why our pricing was higher, I was told about the tiered pricing and because it only affected a few clients, they intentionally didn't notify us about the change.

Try something Else

Opmerkingen: 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.

Pluspunten:

It works well for routing and dispatch.

Minpunten:

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...

Too in depth

Opmerkingen: Terrible. Everything seemed like it would be great when talking to people before signing up. Once we signed up, we were basically on our own. Even when we called to cancel, no one offered to get help right away, they just let us go.

Pluspunten:

I liked that it had a map to measure properties

Minpunten:

It’s way too extensive and we had to wait 4 weeks for our first training session, so we were on our own for the first month. There are plenty of training videos but no one to explain them or show us how to put them to use. It was confusing and difficult to even get our logo on an email. Templates are very confusing how to use them and we finally gave up and switched to LawnPro. Very easy to use and inexpensive. Not as many bells and whistles as Service AutoPilot, but definitely enough to get the job done well.

Working out soms kinks

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

Pluspunten:

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

Minpunten:

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

Software is deep with many capabilities

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

Pluspunten:

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.

Minpunten:

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.

Service Autopilot Review

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.

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

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

Pluspunten:

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

Minpunten:

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

A game changer for the service industry

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

Pluspunten:

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.

Minpunten:

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.

Great for company’s offering many services

Pluspunten:

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

Minpunten:

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

Stop and smell the roses

Opmerkingen: It's been a headache but because we spent so much time and money implementing this program we are stuck with it for a long time.

Pluspunten:

It's easy to accept payments and bill out of the program

Minpunten:

Not that easy to schedule client appointments. Lots of steps and multiple windows to do one task. If you want continuity in your accounting think twice about this program. The accounting aspect is terrible and when you call for support you always get "well this is why we are not an accounting software." There are some really easy fixes that could be done to help get this program to be more accounting friendly like communicating with Quickbooks to show credits, refunds, etc. You end up with two programs that don't "talk" well with each other. If you want to see detailed customer history for service calls then forget about it.

Too many issues

Opmerkingen: We were very excited to get started with a package that is seemed like it would be a powerful tool to reduce our office work. It has reduced our office work but I am not sure that it has done so more than another service would have. SA required us to modify the way we interact with our clients because of errors in the SA database. Every communication we send from SA has to be tested 2-3 times. For example we sent an email last year using merge fields. It was a supposed to look like a super personalized email from the owner to each client. We tested everything multiple times using test accounts. When we sent the email out in bulk it showed up as "Dear [fname]" There were about 15 merge fields in this email that failed. SA support created a ticket that we are still waiting to hear back about more than 18 months later. That is just one example of the daily frustration with SA. Now we feel like we are stuck because we have invested so much into the program and modified the way we bill our services to work around the SA problems. We do not want to expose our clients to more change but something has to be done differently.

Pluspunten:

There are lots of intended features. The vision for the software includes the ability to do many powerful things. Automations is a great way to reduce the burden on office staff.

Minpunten:

There are too many problems. We have reported literally hundreds of issues that are still not resolved. The customer service staff make a ticket but nothing ever gets fixed. On a daily basis we have dozens of things we have to check because SA does not consistently record information correctly or consistently records it incorrectly. There does not seem to be a quality control team at SA. Recently they attempted to have very hyped up live broadcast about some new features being released and even that failed to work correctly. I just found it humorous that SA consistently fails at ensuring a quality experience for their users and this proved my point.

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

Opmerkingen: 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.

Pluspunten:

time tracking converts to invoicing

Minpunten:

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

Great features! Poor response time.

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.

HANDS DOWN THE BEST SOFTWARE FOR ANY SERVICE RELATED BUSINESS!!

Opmerkingen: Before using SAP it seemed like it took hours on end to schedule and invoice my clients, then I was always forgetting about jobs that needed to be completed. After really learning how to use SAP and entering all the relevant information, SAP does 99% of the work for me! All I need to do is click a few buttons & SAP handles the rest. SAP has allowed me to devote more time into growing my business instead of doing the time consuming paperwork that used to take me forever. And I never miss any work or invoices.
I HIGHLY recommend SAP for anyone in a service related business, it really does "Pay For Itself" in the amount of time it saves you every month!

Pluspunten:

Never have to worry about forgetting to schedule or invoice clients! Tracks anything from scheduling to "Job Costs."

Minpunten:

Takes a little time to learn the system and enter in all your existing clients information correctly. But once you do this IMPORTANT step, its all gravy!

Service Autopilot is a Godsend

Pluspunten:

Saves me 60 hours per month. No longer have to rely on spread sheets that take forever to update daily and weekly. Made it possible for us to expand; have hired two new employees serving 40 yards per day on average (60+ on Friday). Service Autopilot also provides extensive advice and coaching on how to expand our business. It is not cheap, but you get solid value for the money. We use credit cards to bill everyone and with SA we can bill everyone with one click, and since we have cash coming in daily, there are no issues with cash flow. We do the work, we get paid the same day or week.

Minpunten:

Their computerized routing software is poor at best. For us, we do more than 20 stops per day in two crews, the SA routing software is a fail. Luckily, I had already learned how to route by using Road Warrior.

Lacking in features

Opmerkingen: 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.

Pluspunten:

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

Minpunten:

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.

Couldn't live without it

Opmerkingen: We've used it to run our business from day 1. We are an Inc. 5000 company and every member of our 45 person team uses SA daily.

Pluspunten:

This software seamlessly allows us to bid a job, win the bid, schedule the work, dispatch the work, perform the work, and bill the work. Front to back workflow is awesome.

Minpunten:

Somewhat of a steep learning curve. Service Autopilot is so expansive and can do so much that it can be overwhelming for a new user. There are lots of steps required to accurately execute office tasks.

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

Opmerkingen: 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

Pluspunten:

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.

Minpunten:

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.

Best for small Landscaping Companies

Pluspunten:

Is a good CRM and client facing software.

Minpunten:

They have been struggling to implement new developments and lack the ability for any complex estimating. We out grew Service Autopilot and now primarily use a different option.

Great Software!

Opmerkingen: Service Autopilot has been an amazing timesaver for me. Before I started using the Service Autopilot program, I would spend 2-3 hours a night setting up my routes for my crews. Once I got set up with Service Autopilot, it cut down on my time tremendously! I was able to cut my time down to around 5-10 minutes a day, just checking over my routes. I would HIGHLY recommend Service Autopilot to anyone in the service industry!!!

Pluspunten:

Tremendous time saver

Minpunten:

Takes a little while to get set up

Amazing Software and Company!

Opmerkingen: Service Autopilot is Awesome! I can't imagine using any other software for my business. It does so much for us I don't even know where to start! They are amazing people that actually care about you and your company, and the software just keeps getting better and better!

Pluspunten:

It is a complete CRM that ties everything together for you!

Minpunten:

I wish it had been created sooner!

Outstanding software solution for entrepreneurs!

Opmerkingen: Outstanding!

Pluspunten:

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

Minpunten:

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

Highly Professional, Takes Getting Used

Opmerkingen: Coming from a sales background I found SA was ready to track everything that might be important to note about clients. I actually found there was too many fields so I only use about %40 of them. I have a small Lawn Maintenance Business. We do quarterly maintenance packages and 1 week, 2 week and 10 day mowing. I found SA's scheduling to be the best there is. I actually tried Jobber for a while but the scheduling wasn't customizable enough. With SA you can say something like: Perform Pruning and weed control 3 times per year in these date ranges and at least 76 days apart. BUT. It takes lots of fiddling to understand every part of the program. I would recommend watching all the quick start guides (only about 1 hour training total, relatively little compared to one guys review). Then from there make sure you understand how scheduling is carried out in SA. After that you are ready to run. You can fool with tracking phone calls, estimates, to-dos, etc, later. NOTE: There is no free* trial, it is a risk free trial. Meaning you do pay upfront and get refunded if you decide to leave. NOTE: The Basic package (~47 / month) doesn't allow you to do Estimates or To-Dos. Check it out and give it a go. I did all of my billing for 40+ projects in under 1 hour! Billing used to take me 3 working days to do and NEVER went out on the 1st of the month, EVER. I would pay for this service just for the billing capabilities.

Great Software

Pluspunten:

The scheduling is great and it has multiple uses for automations.

Minpunten:

Speed at times but overall good it’s pretty consistent.