Avis clients sur Service Autopilot

Exceptional Software for any Business

Commentaires : 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.

Avantages :

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.

Inconvénients :

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.

SA Autopilot client for years

Commentaires : It was great the first 1 1/2 years, then the customer service issues hit and made us less excited about the software. The pricing change was the last straw for me. We still use the software for a small portion of our business but honestly just waiting for a better option to come our way.

Avantages :

The features of the system and integration with other software

Inconvénients :

The customer service made me feel like our account wasn't a priority. They also removed with tiered pricing without notice. When I inquired why our pricing was higher, I was told about the tiered pricing and because it only affected a few clients, they intentionally didn't notify us about the change.

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

Do not purchase waste of time and money

Commentaires : Hello I started with service auto Piliot in March 2014. I had extremely high hopes and what they offer or said they offer I thought was exactly what was needed to run business. Wow was I wrong and they are a joke. I paid $108/ month for March April May. I cancelled end of May. Called Credit card company and disputing charges for fraud.
They stated for fee a website they would build. I had info to them in 5 days of sign up on March 8. May 27 I finally was able to review the website. Let's say I had 5 people provide opinions. 1 said ridiculous a 4 year old could do better. 2 just stated you have been had. Get money back.your site is a joke. The last called me in such disgust and wanted the company information cause he felt they were a fraud of a company and wants to make sure this happens to no one else. The site stated we mowed lawns and next sentence asked to call to have swim pool opened. One area stated to check out our lawn care services and then listed swimming pool services. The pictures and format is something from th 80's. I do have screen shots and they stated its first one with this new format. I tell you this site would not have been acceptable for any company and back in times when we all used dial up. It was that sub par.
The accounting services. I watched what felt like hours of videos and you will cause its set up that way. The gentleman who does them rambles on and on says the same thing over and over and what he accomplished in 19 min of video He could have done in 5. I spent hours and hours learning and finished criteria they ask you to do so you can have your one on one training session with a tech. I asked so many times to get my one on one I was begging by May. Each Time a new video of step to complete. I finally screamed I am paying for this I will sign a form if I waste my one on one training phone call I will not ask for another one. ( they stated they do not do the one on one training unless you complete certain steps cause they do not want you to waste) That did not work and no one on one. I can go on and on. It looks to me like they have a great base system and now are using it to make money to figure out how to implement to different fields of work. They offer websites and have no clue how to make one and the wording was poorly done. I beg of all you business owners. I truly wanted this to work. I sent clients letters raving about our new system, client portal and website. I wasted 3 months and now have to start over

SA Review

Commentaires : Overall it’s been a great experience . Been with SA for many years

Avantages :

We like the Automations . 21 days to close

Inconvénients :

Speed of the dev team recently. And customer service

Too in depth

Commentaires : Terrible. Everything seemed like it would be great when talking to people before signing up. Once we signed up, we were basically on our own. Even when we called to cancel, no one offered to get help right away, they just let us go.

Avantages :

I liked that it had a map to measure properties

Inconvénients :

It’s way too extensive and we had to wait 4 weeks for our first training session, so we were on our own for the first month. There are plenty of training videos but no one to explain them or show us how to put them to use. It was confusing and difficult to even get our logo on an email. Templates are very confusing how to use them and we finally gave up and switched to LawnPro. Very easy to use and inexpensive. Not as many bells and whistles as Service AutoPilot, but definitely enough to get the job done well.

Working out soms kinks

Commentaires : This totally eliminates paper route sheets. Helps with end-of-month billing streamlining although not perfect.

Avantages :

Auto billing, tracking of jobs dispatched, dispatching jobs, APp for foreman works well, work tracking, time tracking are good

Inconvénients :

Has issues with QuickBooks sync, has some glitches when it comes to adding jobs in the field, very little mobile capability from an owner stand point

A game changer for the service industry

Commentaires : Great company to work with, amazing customer service, and they are always working on devoloping new fetures with new techonlogy. Highly recomdended.

Avantages :

The system is very customizable. You can export all your data at any time and run excel reports if you choose to, however the internal reports are very detailed. This program will save any service business huge headaces by automating your service business. Service autopilot handles routing, invoicing, marketing, CRM and accouting seamlessly. It also handles large sales volumes efortlessly. As it runs on the cloud, it can be accessed from anywhere, anytime. Very happy with this program.

Inconvénients :

Be prepared to spend extra time setting up your account the way you like it. This is a huge plus, because you only have to do it once, and after that, you will get huge time savings.

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.

Overall, we like the price / feature / values and have been using several years.

Avantages :

It does the most of the basics and has an awesome upside. Like the cloud based, the vision of it, and potential to make a huge difference. The customer service is pretty good and responsive.

Inconvénients :

It is somewhat buggy but had gotten a lot better. They work on it a lot to improve. The reports have a lot to be desired. It would be nice to have ToDo and Job notifications / texts based on time / date. Tracking and feedback on suggestions for improvements and requests would be nice.

Stop and smell the roses

Commentaires : 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.

Avantages :

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

Inconvénients :

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.

Too many issues

Commentaires : 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.

Avantages :

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.

Inconvénients :

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.

After a season, I'm not sold, but still willing to give it another chance.

Commentaires : 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.

Avantages :

time tracking converts to invoicing

Inconvénients :

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

Great features! Poor response time.

Commentaires : 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.

Avantages :

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.

Inconvénients :

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.

Awesome Product and Company!!!

Commentaires : I have been using Service Auto Pilot since November of 2012. Setting up Service Auto Pilot:
We set this product up in the winter of 2013 and spent a few weeks doing this. I would highly recommend doing this in the off season. You have to be disciplined and watch the videos. Don't try to set up everything. Try it and use it. You will learn more using it and it is very easy to make changes as you go. We are three years in and we make changes all the time to improve our time management. Customer Service:
This is one of the bright spots of this business! These folks always respond and have spent hours with me and our staff as we learned all of the features of this product. They have helped us set up our invoices, estimates, packages, and services. They are really 2nd to none and I can't say enough about how much they have done for us. This product would be worthless without their customer service and they realize this. They have delivered in this area a hundred times over. How we use the product:
We email all estimate and invoices.
We charge credit cards for 95% of our business all done through the system.
We send all route sheets to our crews daily and if we need to change them they get an update in the field.
We are able to track and see what properties our crews have completed in real time.
We can send advertising emails to all of our customers with a few clicks and in less than 5 minutes.
We can track phone calls and keep important information about our customers for future reference in the customer file.
Our customers can log in to their Service Auto Pilot account and change their credit card info, see their invoices, and request services. All of this is tracked in the system and notifies our staff when this happens.
All of this is cloud based which means that I can work anywhere in the world. Many days I work from my car in the field as I meet my customers and work with my crews. I could go on and on about this product. In the past 2 years we have added over 400 customers. This product didn't do that but it has made adding that many customers easier and quite frankly it would have been impossible without a product like this.

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!

Service Autopilot is a Godsend

Avantages :

Saves me 60 hours per month. No longer have to rely on spread sheets that take forever to update daily and weekly. Made it possible for us to expand; have hired two new employees serving 40 yards per day on average (60+ on Friday). Service Autopilot also provides extensive advice and coaching on how to expand our business. It is not cheap, but you get solid value for the money. We use credit cards to bill everyone and with SA we can bill everyone with one click, and since we have cash coming in daily, there are no issues with cash flow. We do the work, we get paid the same day or week.

Inconvénients :

Their computerized routing software is poor at best. For us, we do more than 20 stops per day in two crews, the SA routing software is a fail. Luckily, I had already learned how to route by using Road Warrior.

Lacking in features

Commentaires : Any time I have a question and need assistance, I have always been able to easily access customer support. The majority of their staff seem very knowledgeable regarding what the software is capable of doing.

Avantages :

Service Autopilot is relatively easy to use & does have the app feature that makes it even more easily accessed.

Inconvénients :

There are many features that have been changed with "upgrades" that have taken away from the product. There are also features that should be no-brainers as far as employee schedules that are just not available. The lack of features creates more work on the HR end of our business.

Couldn't live without it

Commentaires : We've used it to run our business from day 1. We are an Inc. 5000 company and every member of our 45 person team uses SA daily.

Avantages :

This software seamlessly allows us to bid a job, win the bid, schedule the work, dispatch the work, perform the work, and bill the work. Front to back workflow is awesome.

Inconvénients :

Somewhat of a steep learning curve. Service Autopilot is so expansive and can do so much that it can be overwhelming for a new user. There are lots of steps required to accurately execute office tasks.

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.

The software that saved our business and took us to the next level

Commentaires : We just began using Service Autopilot at the beginning of the year and I must say as a small business owner IT HAS SAVED US. We went through absolute chaos this spring, literally doubling in size within only 2 months and quadrupling by the end of Summer. Without the ability of having everything so well organized and automated with this software I honestly don't think it would have been possible to handle so much growth. It doesn't matter how small of a company you think you are, if you're ready to take it to the next level this is the software for you and it will definitely make the "next step" a lot easier to tackle. On top of that Jonathan and his team are very friendly and easy to work with and always look for ways to improve. I wouldn't think twice about using any other software but this one. Kevin Cordova
Arboreal Lawn and Landscape
Owner

Avantages :

The ability to schedule, route, track, invoice, and bill

Inconvénients :

Sometimes the mobile app acts funny

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.

Amazing! It has completely streamlined our company's processes.

Avantages :

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

Inconvénients :

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