Having all client info in one spot that anyone within our office can access has helped tremendously with taking care of of our clients timely.

The amount of data it holdsand keeping client information in one place from the clients schedule to their financial accounts, pictures, correspondents and more.

Learning to use the multiple functions and how they tie into each other can be a bit tedious.

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.

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.

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...

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.

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.

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.

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!

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!

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.

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. 

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.

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.

Frustrating. Kept giving them more breaks and they kept apologizing for all the errors - saying they were hiring more product, engineers and QA folks. Never happened. Site is a disaster.

Automations were the attraction. They also have a very nice and easy to use dispatch board.

Over the past year they have gone through three acqusitions and each time they have bumped the price, removed features and attempted to launch a new version of the platform. Well, 18 months into it, the new version still isn't up and the old version is neglected. Every update they make comes filled with bugs and removing really important features. Then an email from the [SENSITIVE CONTENT HIDDEN] to all their users a few weeks later saying they had 'no idea' so many people used X feature. These folks shouldn't be in charge of anything related to tech. Want to run google ads conversion? Can't do it. Want to port your Twilio number in? Can't do it. Want to sync with your email? Can't do it. Want to integrate with ANY platform out there? Can't do it (no API) Want to train office staff in two weeks and have them up and running? Can't do it using this software. Want reliable CC processing and captures? Can't do it. You'll spend days reconciling their approved vs captured and if you don't you wont notice until you balance your books. Want customers to have a portal they can log into and submit requests? Can't do it. List goes on. These folks are light years behind and everything they release is full of bugs and then they want you to use work-arounds. In the end, you spend more time managing the platform than if you just used a bird feather and some paper.

Started using this software 5 years ago when I created this new landscape, lawn maintenance and irrigation business. Wanted to have a solid foundation for scaling up and this was the perfect solution. Before this I used four other software programs and nothing even compares to the ease of use and multitude of features Service Autopilot offers. One great example is our irrigation winterizing and spring turn on list. We have about 300 clients and it only takes an hour or so to sort them and schedule them for the appropriate day. We never miss a client because we have them set up in a "package" that automatically generates the routing and jobs are broken out by neighborhood. As soon as the irrigation technician completes the job on their mobile, it generates an invoice and we have it sent out via email at the end of the day. Sometimes our clients get their invoices before they come home and realize the service has been completed. Just the time savings alone on this project is worth the Service Autopilot cost. Before it would take 15 hours or so to organize the jobs and multiple hours just to enter and send out the invoices. Also, the techs can take pictures and leave notes for the office for repair follow ups that are attached to the job.

Absolutely wonderful for repeat maintenance jobs and one time jobs. We never miss any billing because the employees only go to places on their mobile schedules.

It is a little cumbersome on large multi-day landscape projects. They do have a "Projects" option for these types of jobs. I even printed out the instructions on how to use it but it's not as easy and intuitive as the rest of the software.

I've switched to SA from operating on paper notes and without much systems and trackable processes. Main reason opting for SA was Jonathan's track history of lawn care operations and software. But biggest selling point was his vision on an all automated platform. A very detailed price matrix and estimate templates plus the easy to navigate dispatch board are just two of the many features that have helped my company to send out proposals quick, efficient and with the desired profits and making sure no job gets missed. The mobile app is a sure game changer for everyone that used to work with paper route sheets. Customer Support when needed is finding a good solution most times. Many times they will go the extra mile finding a good solution. Occasionally you may find a representative who is not up to speed with some issues but hey...there's new people in any business that can't be perfect from day 1. The people behind the company and the leadership is outstanding as I know Jonathan (co-owner) on a more private level. The progressive approach to today's fast changing technology and demanding customers is second to none. Capabilities of SA are simply staggering and will require at least one full time person in order to utilize the power. One area of suggested improvement is the snow dispatch functionality. Although it works you can sense the immediate lack of insight due to their location not being exposed to real winter service environment . If you're looking for a business software that can grow with your business as well as provides great inside information into your numbers you will not be disappointed.

no jobs missed anymore marketing potential templates

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.

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.

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

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.

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.

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.

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.

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

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.

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

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.

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.

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.

time tracking converts to invoicing

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

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.

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.

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.

Our business is Lawnpro Grounds Maintenance, We have been with Service Auto Pilot since 2014. When we first came on with SAP I was a little worried about how this one program would fit our company needs. But after about 100 phone calls, 50 emails and many webinars, I can say first hand that without SAP, our company would not be where it is today. The team at SAP was very supportive and patient with any and all our questions. SAP have given us the system and tools to be able to run our company at its fullest. We have grown in numbers and grown ourselves in being more efficient. We depend on SAP so much you could quite possibly call them a business partner. We are truly grateful and recommend SAP to anyone.

All functions of SAP are exactly what you need to run your company efficiently. We absolutely love the Maps Pro for estimating our clients property. That alone saves us hours of work weekly.

There really is nothing that we don't like about SAP.

Help manage the growth and organize the jobs and employees.

During the winter a snow plow operator was accused of hitting a car in a parking lot. Since Service Autopilot has a time tracking feature when on the job, we where able to prove the time we where on the property and exposed that the manager was trying to pin the hit and run on us! Since they have cameras on the property and we demanded they show us and the car owner the time frame footage from when we where actually on the property. Bottom line they hired us just to pin the hit and run on us but since we had the power of Service Autopilot their plot to pin it on us failed.

Not really anything I can point out. It has the occasional glitch, but what powerful app/software doesn't.

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

Dispatching Crew Management Mobile Reporting

When we started our lawn care company, everything was manual. We made our mowing routes in excel spreadsheets, hand wrote our invoices, were not very good at tracking accounts receivable (we likely lost a lot of money on this), etc. Since using Service AutoPilot our company has made a 180. We are able to use the app for our crews, invoices are created automatically when the job is completed, our A/R is better than it ever has been (with help from also being able to accept credit cards through the program)! Service AutoPilot has helped us tremendously and while there are small things that could be improved (certain reports being available is the biggest thing), the positives outweigh the negatives. I would 100% recommend this company to any service based business.

I have been able to warn other lawn care providers to avoid it.

With enough time and learning you can do most things you would like on this program. Customer service is polite.

Buggy, client portal doesn't work with clients about 10% the time, overly complicated set up. I have used other programs like this and you are up and running in a few days. This is a great system for 2008 when it we released, but old and very clunky now. Not easy to use at all, but has most features you could want if you spend a few weeks learning it and go to the class on it. Customer Support is always kind but can't help you with linked programs; so, you may call 3 different companies to fix one problem. Value for the money... not worth it. Only use this program is they fix the glitches and you want to hire someone full time to do just this program. Just don't waste your money and time otherwise.

Is a good CRM and client facing software.

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.

Our company has been using Service Autopilot for several years now and so glad we made the change. As my business has grown so have the features of SAP. I love that it syncs with Quickbooks, my employees in the field can get instant changes to customer accounts, and the forms and automation. SAP makes running my business a lot smoother.

Makes syncing with Quickbooks and my credit card providers a breeze. Saves me time with forms and automation.

Not being able to find the time to learn and use all the features.

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

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

We waited a few years before switching software to SA due to lack of features. Once features were there we made the switch and haven't looked back! It's a game changer for service businesses.

Functionality! It's always improving. Older software we used to use was never updated. Easy to use and you can actually "dumb" it down to just the features you need. Very customizable.

More consistency in the interface. Would like native Android and IOS apps. Would like to print receipts in truck when using mobiles.

I can track almost everything about my business in Service Autopilot.

I like that I don't need different software to handle different functions. Service Autopilot handles almost everything. Employee time clock, GPS, scheduling, CRM, estimates, job communications, automations and more.

It can become expensive as mobile users are added. It can be difficult to learn because it is complex. Once you understand the system, it is not difficult to use.

The ability to communicate seamlessly between the job site and the office through job notes. It makes customer communication so easy and efficient!

Nothing! The staff is extremely responsive and always quick to troubleshoot and help with any issues.