Avis clients sur Service Autopilot

Everything you can think of with more on the way!

Commentaires : 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!

Avantages :

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!

Inconvénients :

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.

Well.....what can I say.

Commentaires : 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.

Avantages :

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.

Inconvénients :

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...

If you have a few hundred customers, expect to spend 10-15 hours per week correcting its mistakes.

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

Avantages :

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.

Inconvénients :

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.

Amazing Software

Commentaires : 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.

Avantages :

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.

Inconvénients :

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.

Service Autopilot will offer more than what you ever need

Commentaires : 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.

Avantages :

no jobs missed anymore marketing potential templates

Like using a buggy version of AOL from 1990

Commentaires : 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.

Avantages :

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

Inconvénients :

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.

Service-Software Dominant Player

Commentaires : 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.

Avantages :

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.

Inconvénients :

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

Service Autopilot Review

Commentaires : 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.

Avantages :

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.

Inconvénients :

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.

Software is deep with many capabilities

Commentaires : Overall I love the software and can't imagine running my business without it.

Avantages :

This software can do so many things. I still haven't explored every possible thing it can do and I'm up on a year using it. For me the automations that it offers are a game changer. It also makes routing and scheduling so much easier and more efficient than software's I have used in the past.

Inconvénients :

I don't think this software is the right fit for everyone. If you are a smaller company like just a few guys or a crew or two on the road a day it's probably unnecessary but for medium to larger companies its a great fit. Sometimes the software can get glitchy here and there. Lastly its not super user friendly and takes a little time to get used to everyone. Once you do it is great though and feels easy to use.

Brads Review

Commentaires : We have had a really good experience. We know SA cares and they are making changes to the system to better help us. All the people at SA are great quality people.

Avantages :

I like the CRM side of things along with the marketing and report functionality.

Inconvénients :

The fact that we can’t job cost since we can’t track actual materials used

If you want to be aggravated buy this program

Commentaires : I plan on changing after this landscaping season

Avantages :

The map measure feature works well. Everything in one place

Inconvénients :

The integration to Quickbooks on line always has issues balance between programs are always wrong. There is no consistentce between functions. Instead of helping manage my business I spend my day managing the software. The issues with this program would take me all day to list. Then they try and sell you additional stuff when the current stuff does not work right. Here is one example if you pause a customers service from the Master job but the job was already dispatched it would still go out to the field even though the Master job was on pause.

After almost 5 years calling it quits

Commentaires : We started using this in 2015. Many of the features that were rolled out since are not useable by us, or are too expensive for the value. Known bugs have not been worked out, such as the 5+ year problem with download XLS files on a Mac. The biggest problem is that the mobile app hasn't been restructured in the time we have used it. Even in 2015, the mobile app was nearly unusable, and it really hasn't changed. The potential for making mistakes in scheduling jobs is high. These user mistakes can lead to jobs simply disappearing, or unable to be found. We run a fast and furious company, and software needs to be bulletproof and easy to use; but Service Autopilot takes a lot of concentration and time to be sure you are doing things correctly. It is a complex piece of software, and has many awesome features. But if the features don't work properly, then. it is unusable. In fact, their latest release, V3, is a disaster. The interface is unforgivingly bewildering. We have tried to use this software effectively, but can no longer wait for the 5 years old bugs to be fixed.

Avantages :

Full set of features, complex customizations, good form builder; complex scheduling; great customer service;

Inconvénients :

Poor execution of good features; atrocious mobile app; buggy interface; slow loading interface; downloaded xls reports don't work with OSX or iOS; style sheets look 20 years old; frustrating to work with in the field ; Service Autopilot is partially owned by a payments company that does not have a competitive fee structure for small companies.

Great ideas and features, too many issues

Commentaires : After submitting a solid dozen or so "Trouble tickets" for them to look into "Fixing" issues.... nothing ever comes of them. Its become quite the joke. It gets old. They are always pushing new features, in order to up the amount they can charge. They are fairly expensive compared to many others, but I was willing to pay whatever I needed to, in order to run an efficient company. With all of the issues they have, they fall flat. Oh, and they are upping their prices again in 2 months. I can't even justify the thousands I pay them already per year! So we are changing companies. Hopefully we will have better luck this go around.

Avantages :

Feature packed, routing, assigning jobs to crews, client data etc

Inconvénients :

Theres too many to count. Its become a joke around the office. The software is glitchy, and after 3 years of using it, we continue to find issue after issue. Payments that were entered somehow vanished, basic things such as being able to search for payments or other data is sometimes lacking as well. They seem to be in a HUGE rush to push the latest NEW FEATURE, that they never get any of the old features solidified. The snow plowing side of the software is completely different than the lawn side, which is very odd and requires learning 2 different ways of creating routes and dispatching crew etc.

Save yourself

Commentaires : Mobile app is horrible, lacking basic features. Support is horrible. They literally put out a new client screen and had to take it away because nothing worked.

Avantages :

Lots of bells and whistles. They advertisements on the website tdo not reflect actual use of software.

Inconvénients :

None of the bells and whistles work. Customer service sucks. Can't get a call back. Mobile app doesn't work, can't view estimates from the field. Can't see other contacts in field. Form capability looks like it's from the 90s. Made a new form section that only works on the new app that literally is the worst application I have ever seen from a field service software. Updates create more glitches than any noticeable upgrades.

HANDS DOWN THE BEST SOFTWARE FOR ANY SERVICE RELATED BUSINESS!!

Commentaires : Before using SAP it seemed like it took hours on end to schedule and invoice my clients, then I was always forgetting about jobs that needed to be completed. After really learning how to use SAP and entering all the relevant information, SAP does 99% of the work for me! All I need to do is click a few buttons & SAP handles the rest. SAP has allowed me to devote more time into growing my business instead of doing the time consuming paperwork that used to take me forever. And I never miss any work or invoices.
I HIGHLY recommend SAP for anyone in a service related business, it really does "Pay For Itself" in the amount of time it saves you every month!

Avantages :

Never have to worry about forgetting to schedule or invoice clients! Tracks anything from scheduling to "Job Costs."

Inconvénients :

Takes a little time to learn the system and enter in all your existing clients information correctly. But once you do this IMPORTANT step, its all gravy!

Complete let down

Commentaires : No idea why some of these major bugs havent been worked out and why the current system hasnt been tweaked.

Avantages :

I like the estimate presentation, how customers can e-sign estimates, the forms feature except for all the glitchiness on the app

Inconvénients :

Software is over engineered. Help features skip a lot of info when going through the steps that I had to figure out myself. NOT user friendly at all. Almost impossible and extremely time consuming trying to teach this to office staff. Ive spent countless waisted hours trying to figure out why something in the system doesnt and if you dont do something the right way then its game over. Its actually 11 at night and I've spent 3 hours just trying to figure out why the hell a job that I just dispatched is missing ONE task and all the jobs that did show up on the dispatch board have no job notes attached after I went back 6 times to try and fix it through multiple different ways of scheduling a job, so now I have a crew that has no idea what they need to do tomorrow. When you ask for help the support can rarely give you a straight answer of how to do something because it seems like the system has them stumped as well. Great idea for a system for the landscape business but someone did not think this all the way through, Im very skeptical about the new version coming out but we will see. Very disappointed.

We could not manage nearly 4000 full service clients without it!

Commentaires : I recommend Service Autopilot.

Avantages :

1. Excellent Customer Service - almost always answer the phone live when we call. 2. CRM with To Do, Call, Touchpoint, Email tracking is huge because we manage 100's of calls per day and have over 30 users. 3. SA has the most advanced scheduling. This is critical because we perform over 800 services per day. 4. Mobile & Accessible from anywhere - part of our company works from the office, part from their homes and about 30 in the field. 5. We use QuickBooks Enterprise so the full automatic sync is very important. We couldn't find anyone else that does this. 6. We charge 1000's of credit cards per week. It use to take one person 3 days to charge credit cards in QB. Now we do it in less than 1 hour. 7. We do not know exactly how much we have saved financially but we are certain it is in the 100's of 1000's. But more than that we could not have grown to this size with out SA. It would have been too hard to manage this many calls, jobs and clients .

Inconvénients :

1. Need more reports. Reports are good but we need a custom report generator. We've been told it is coming next year. 2. Need chemical tracking. We've heard it's coming at the end of this year (2012). 3. We need the system to integrate with our phone system. 4. We were one of the very first users so we had some issues in the very beginning. They fixed all of them. But because we were one of the first several years ago we probably spent more time getting started than most companies do.

SA user for many many years

Avantages :

This is a wonderful product that keeps the business running smooth.

Inconvénients :

It is very complex and you need to study the software to get really good at it.

Buggy Program, Frustrated my clients on a regular, very detailed... gives for a hard learning curve.

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

Avantages :

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

Inconvénients :

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.

Service Autopilot has increased our profitability and made our business and more scaleable

Commentaires : We love Service Autopilot. We used Qxpress in the past and became frustrated with empty promises. I feel like because Service Autopilot is co-owned by a person that also owns and uses this software on his service business everyday it will constantly improve

Avantages :

I like the ability to track job times, the app, the invoicing, bulk email notification to clients, the dispatch board, job costing reports, the integrated estimating - scheduling - invoicing platform. There support is awesome.

Inconvénients :

No software is perfect and there are things that Service Autopilot could improve on just like every software that is available. There are a couple small items they could improve on, but I think they are in development. Things I would like to see in the future - bulk text notification to clients, report of client revenue and being able to sort from high to low for an entire year.

Automating my business

Commentaires : 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.

Avantages :

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

Inconvénients :

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

Misleading product

Commentaires : It's been terrible lately.

Avantages :

I did like it at the beginning until you guys change the software flow of recording hours. I hated, and instead it help us, now its a burden that i cant get out quick enough.

Inconvénients :

You're not listening to what the problem is and not taking care of it, and only giving excuses.

Great software to run almost any service business!

Commentaires : 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.

Avantages :

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.

Inconvénients :

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

I switched from a different scheduling software to Service Autopilot.

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

Avantages :

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.

Inconvénients :

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.

Outstanding software solution for entrepreneurs!

Commentaires : Outstanding!

Avantages :

Saves me money and saves me having to hire staff! So much AUTOMATION!

Inconvénients :

Nothing! I love it all and would recommend it to others!