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 mo...


Read More

Supported Operating System(s):

Windows 7, Windows Vista, Windows XP, Mac OS, Linux, HP-UX, AIX, Solaris, Unix, IBM OS/400, Web browser (OS agnostic), Windows 2000, Windows 8, Windows 10

99 Reviews of Service Autopilot

Average User Ratings

Overall

4.35 / 5 stars

Ease-of-use

4.0

Value for money

4.5

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(69)

69

4 stars

(16)

16

3 stars

(6)

6

2 stars

(6)

6

1 stars

(5)

5

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 99 results

October 2019

Lindsey from All City Property Services

Company Size: 2-10 employees

Industry: Real Estate

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

October 2019

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.

November 2017

Aaron from Northwoods Greenscapes, LLC

Company Size: 11-50 employees

Industry: Facilities Services

Time Used: More than 2 years

Review Source


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

November 2017

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.

September 2016

Jason from Tree Pros, LLC

Company Size: 51-200 employees

Industry: Facilities Services

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

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.

March 2018

Scot from Greens Master Lawn Care

Company Size: 2-10 employees

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

2.0

Value for money

2.0

Customer support

2.0

Functionality

2.0

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.

September 2016

Brad from AZ Irrigation & Maintenance

Company Size: 11-50 employees

Industry: Construction

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

September 2016

Amazing Software

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.

Pros

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.

Cons

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.