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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.

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.

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

Because businesses have special business-related requirements, it is only practical they avoid paying for a one-size-fits-all, “perfect” software solution. Be that as it may, it is troublesome to stumble on such an app even among sought-after software products.
The logical thing to do can be to write down the various key functions which need scrutiny like key features, pricing, skill levels of the users, business size, etc. Then, you should double down on your product research thoroughly. Have a look at some Service Autopilot reviews and check out each of the software products in your shortlist more closely. Such all-encompassing research ascertain you stay away from poorly fit apps and subscribe to the system that provides all the features your company requires.

Position of Service Autopilot in our main categories:

TOP 100

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

Service Autopilot is also listed in the following subcategories:

Each enterprise has different needs and needs a system that can be personalized for their size, type of employees and clients, and the particular industry they are in. For these reasons, no platform can offer perfect functionality off-the-shelf. When you look for a software system, first be sure what you want it for. Read some Service Autopilot Field Service Management Software - FSM reviews and ask yourself do you want basic features or do you want complex tools? Are there any industry-specific functionalities that you are looking for? Obtain the answers to these queries to help your search. There are plenty of aspects that you need to reflect on and these include your budget, particular business requirements, your organization size, integration requirements etc. Take your time, use a few free trials, and finally choose the app that presents all that you need to enhance your firm competence and productivity.

How Much Does Service Autopilot Cost?

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 make a decision to buy Field Service Management Software - FSM it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. 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 data is then presented in an easy to digest form showing how many people had positive and negative experience with Service Autopilot. With that information at hand you should be equipped to make an informed buying decision 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

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Service Autopilot Comparisons

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: 11.02.2019 Company Size: N/A Industry: N/A

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

 

What integrations are available for Service Autopilot?

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

Service Autopilot average rating:

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

Overall Impression

5/5

Customer Support

5/5

Value for Money

4/5

Ease of Use

Write your own review of this product

ADD A REVIEW

The most favorable review

dan Perkalis

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.

Reviewed 8 months ago

Read full review >

The least favorable review

dan Perkalis

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.

Reviewed 8 months ago

Read full review >

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: 11.02.2019 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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Reviewed By Jenny Chang
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