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Service Autopilot Review

Service Autopilot
Our score: 8.5 User satisfaction: 90%

What is Service Autopilot?

Service Autopilot is a service management suite providing end-to-end management solutions for different field services. Whether you own a cleaning agency, a lawn care company, or even a construction firm, this platform will provide you with the tools you need to boost employee productivity, reinforce management, and support business growth. 

Among the core functionalities of this program are lead capture management, scheduling, and productivity reporting. These consist of tools that can customized according to the changing needs of your operations. Moreover, these are also part of the native Android and iOS applications of the software to ensure that your teams have access to them even while on the field.

In addition, the software has an intuitive notification system for its built-in calendar, to-do list, and communication system. This way, you will never miss a call, meeting, or task deadline. Service Autopilot offers three scheduling systems i.e. Traditional Calendar, Dispatch Board and Dispatch Calendar. No matter which scheduling system a business uses, crew members are always kept up to date and can see their updated schedules, job notes, to-do’s and more while in the field.

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Overview of Service Autopilot Benefits

Service Autopilot helps businesses manage their operations more effectively throughout the service cycle. From generating leads and providing customer service to managing service requests and processing payments, this platform serves as a one-stop hub for all your operational processes. With it, you have access to multiple modules that can help you monitor your customers, manage employees, and even get in-depth insights on operational productivity. 

One of the most important functions of this platform is its lead capture management module. Using this, visitor information can be consolidated and summarized to help your sales teams determine the best way to approach your leads.

Alongside its lead capture tool, Service Autopilot has scheduling features that simplify the delegation and tracking of service-requests. This ensures that every task is completed more efficiently, which ultimately results in delighted and loyal customers. Customers can also make online payments through their credit cards, while the software reminds them to save time in future by visiting the business website and paying via the Client Portal.

Customizable dashboards and reporting allow teams to effectively monitor service requests in real-time and get a bird’s eye view of your field work. This also means that the management is equipped with all the information they need to improve processes and enhance customer experience. The cloud-based system can easily be integrated with company websites, providing existing and potential customers with the technology they expect from a modern business. The sales and CRM modules work well for tracking email marketing, estimates and sale representatives. Service Autopilot mobile apps are loaded with features that help increase productivity, including GPS tracking, time tracking, signature capturing, email and text messaging, credit card charging and camera integration.

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Overview of Service Autopilot Features

  • Scheduling
  • To-do’s and Job notes
  • Call tracking
  • Job costing and reporting
  • Invoicing
  • Website integration
  • Sales and CRM
  • Estimate tracking
  • Email marketing
  • Android and iOS apps
  • Online payment
  • GPS tracking
  • Dashboards
  • Conformation emails
  • Email templates
  • Client portal
  • Invoice reminders
  • Dispatch Board
  • Assignment replacement
  • Field notes
  • Job Cost Reports
  • QuickBooks sync
  • Web forms

Service Autopilot Position In Our Categories

Since companies have distinct business-related demands, it is only rational that they abstain from getting a one-size-fits-all, ideal software. Be that as it may, it would be almost impossible to come across such an app even among branded software solutions. The correct step to undertake is to jot down the numerous essential functions which call for a deliberation like important features, packages, technical skill levels of the employees, organizational size, etc. After which, you should conduct your product research thoroughly. Have a look at some Service Autopilot evaluations and explore each of the software solutions in your list more closely. Such detailed product investigation ensures you keep away from mismatched applications and select the one which provides all the benefits your business requires.

Position of Service Autopilot in our main categories:

TOP 100

Service Autopilot is one of the top 100 Project Management Software products

Each business is different, and might call for a special Field Service Management Software - FSM solution that will be adjusted to their company size, type of clients and employees and even individual niche they support. It's not wise to count on finding an ideal solution that is going to be suitable for each company regardless of their history is. It may be a good idea to read a few Service Autopilot Field Service Management Software - FSM reviews first and even then you should remember what the software is intended to do for your business and your employees. Do you need a simple and straightforward app with just elementary features? Will you actually make use of the advanced tools needed by experts and large enterprises? Are there any particular tools that are especially practical for the industry you operate in? If you ask yourself these questions it will be much easier to find a solid app that will fit your budget.

How Much Does Service Autopilot Cost?

Service Autopilot Pricing Plans:

Free Trial

Startup package

Starts at $144

Pro package

Starts at $176.97

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What are Service Autopilot pricing details?

Service Autopilot Pricing Plans:

Free Trial

Startup package

Starts at $144

Pro package

Starts at $176.97

Service Autopilot offers two enterprise pricing plans to choose from, and a number of additional services that can be purchased by request. Give the details a look, and select the best option for your business:

Startup package: $47/month + onetime $97 setup fee

  • Unlimited phone support, live small-group webinar and online video training
  • CRM
  • Scheduling and dispatching
  • Mobile field access
  • Routing and mapping
  • Accounting
  • Basic estimating
  • Contract management
  • Credit Card processing
  • Form integration
  • Audit trails, roles and permissions
  • Custom fields

*Video image and document storage up to 2GB, $2/month for additional GBs

Pro package: $79.97/month + onetime $97 setup fee

Startup features plus:

  • Two live one-on-one custom training sessions
  • Time cards and time tracking
  • Dashboards
  • Call, To Do’s and Task Management
  • Basic marketing and sales
  • Email templates and tracking
  • Advanced pricing and estimating system
  • Job costing and analysis
  • Asset tracking of the installed equipment
  • Wiki Knowledge base
  • Mobile GPS tracking

 

User Satisfaction

Positive Social Media Mentions 74
Negative Social Media Mentions 8

We realize that when you choose to get a Field Service Management Software - FSM it’s vital not only to see how professionals evaluate it in their reviews, but also to discover if the actual people and companies that purchased this software are indeed happy with the service. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Service Autopilot reviews across a wide range of social media sites. The information is then featured in a simple to understand form indicating how many users had positive and negative experience with Service Autopilot. With that information available you should be prepared to make an informed business choice that you won’t regret.

Video

Technical details

Devices Supported

  • Windows
  • Linux
  • Android
  • iPhone/iPad
  • Mac
  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Monthly payment
  • One-time payment

Customer Types

  • Small Business
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for Service Autopilot?

At the moment, Service Autopilot offers 2-ways data sync with QuickBooks.

Service Autopilot User Reviews

Service Autopilot average rating:

Average score
5/5 (1 user reviews)
5/5

Overall impression

5/5

Customer Support

4/5

Value for Money

5/5

Ease of Use

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More reviews from 1 actual users:

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Worth Every Penny!

Read full review >
dan Perkalis
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

4/5

Ease of Use

Published on: 20.06.2021 Company Size: N/A Industry: N/A

PROS: I am a small business and as the Owner I have to run everything. I am the manager, secretary, marketer, mechanic, field worker, estimator and everything else. I can not afford to hire a secretary and I have no one to help with my day to day operations in the office. I switched over to Service Autopilot in 2012 and it instantly propelled me beyond anything I was already doing. I have not used a piece of paper since 2012 and all the work is dispatched electronically to the help by way of their smartphones or even a tablet device that I supply. This system helps me run every aspect of my business. I email all my invoices and my 90% of my clients use the client portal and instantly pay their invoices. Just the fact that it takes me seconds to send every invoice out at once and in most cases get paid the same day ( By the good customers ) It is worth it just based on that. If you are true to the system and feed it the information it needs it will amaze you in what it will do for you. In the beginning it takes some work getting it set up to the way you like it in creating the forms and such. But you are going to have to do that with any system you work with. I could go on much much more and it is really hard in a couple paragraphs to sum it up. It has meant a great deal to my business and if you are a small guy that is overwhelmed doing it all yourself then setting up a service Autopilot account will be the best thing you ever did. The most important thing I can not stress enough is these guys have hands down the best customer service you will ever get. That is a major sticking point when you use a system and these guys have surpassed greatness in this department.

CONS: I really can not come up with any and if there is anything it might be just getting it set up but that goes for anything. They do sync up with quickbooks so if you already are set up on that your SA setup will be a breeze.

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Service Autopilot user reviews

Worth Every Penny!

Read full review >
dan Perkalis
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

4/5

Ease of Use

Published on: 20.06.2021 Company Size: N/A Industry: N/A
Jenny Chang

By Jenny Chang

Jenny Chang is a senior writer specializing in SaaS and B2B software solutions. Her decision to focus on these two industries was spurred by their explosive growth in the last decade, much of it she attributes to the emergence of disruptive technologies and the quick adoption by businesses that were quick to recognize their values to their organizations. She has covered all the major developments in SaaS and B2B software solutions, from the introduction of massive ERPs to small business platforms to help startups on their way to success.

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