Service Autopilot

RATING:

4.2

(129)

About Service Autopilot

Service Autopilot is a cloud-based field service solution for lawn care, landscape maintenance, cleaning and snow removal organizations. The solution caters to businesses of all sizes.Service Autopilot features client and lead management, scheduling and dispatching, routing and mapping, mobile field access and more. Organizations can schedule and dispatch teams with a single technician or the entire crew. They can create services, assign them to teams and build service routes. The automatic invoicing feature can send invoices to multiple recipients. The solution also provides cloud storage for remote access of the data.Additionally, Service Autopilot offers features like custom training sessions, time tracking and time cards, dashboards, asset tracking and more. Servi...

Awards and Recognition

FrontRunner 2023
Software Advice's FrontRunners report ranks top products based based on user reviews, which helps businesses find the right software.

Service Autopilot Pricing

Startup: $47 per month Pro: $97 per month Pro Plus: $247 per month

Starting price: 

$47.00 per month

Free trial: 

Not Available

Free version: 

Not Available

Service Autopilot view your accounts
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Service Autopilot Reviews

Overall Rating

4.2

Ratings Breakdown

Secondary Ratings

Ease-of-use

4

Customer Support

4

Value for money

4

Functionality

4

Most Helpful Reviews for Service Autopilot

1 - 5 of 129 Reviews

Jason

Facilities Services, 51-200 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed September 2016

Service-Software Dominant Player

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.

PROS

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.

CONS

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

Kim

Health, Wellness and Fitness, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

2

CUSTOMER SUPPORT

1

FUNCTIONALITY

4

Reviewed December 2020

SA Autopilot client for years

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.

PROS

The features of the system and integration with other software

CONS

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.

Reasons for switching to Service Autopilot

The ability to handle multiple accounts at one time and their app for the field force

Scot

2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

2

EASE OF USE

2

VALUE FOR MONEY

2

CUSTOMER SUPPORT

2

FUNCTIONALITY

2

Reviewed March 2018

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

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

PROS

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.

CONS

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.

David

Consumer Services, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed October 2019

Working out soms kinks

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

PROS

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

CONS

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

Reason for choosing Service Autopilot

They seemed to have more of the features I needed.

Kate

Consumer Services, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

3

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed April 2022

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

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. 

PROS

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.

CONS

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.