Exceptional Software for any Business

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.

Pros

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.

Cons

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.

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

This program breaks down over time

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.

Pros

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

Cons

I hate that it imploded on itself after using it for multiple years.

Well.....what can I say.

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.

Pros

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.

Cons

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...

Everything you can think of with more on the way!

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!

Pros

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!

Cons

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.