# Page 2 | Service Autopilot Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - Is Service Autopilot the right Landscape solution for you? Explore 139 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/122075/Service-Autopilot/reviews --- Service Autopilot 4.1 (139) [View alternatives](https://www.capterra.com/p/122075/Service-Autopilot/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Page 2 - Reviews of Service Autopilot ## Showing most helpful reviews Showing 26-50 of 139 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use MA Mayra A. Office Manager Consumer Services Used the software for: 2+ years ### "Seven years with SA" September 23, 2025 3.0 We’ve been on SA for seven years. While there’s still plenty to fix, it remains the most complete solution for landscaping operations we’ve tried, which is why we’ve stayed. Pros What we like the most about SA is the Dispatch board and scheduling features. We can provide our client up to date information with it. Cons Unfortunately, SA still has a weak customer service department. It takes a long time to get a hold of an agent and in some ocassions you have to wait for a call back. Alternatives considered [CoPilot](https://www.capterra.com/p/177640/Copilot/) Reason for choosing Service Autopilot It is a new platform that still needs to improve many features and tools Review Source IC Ines C. owner Consumer Services Used the software for: 2+ years ### "Poor support and value" May 9, 2025 1.0 It was good initially but it is holding us back on growth. You no longer have a choice in cc processor. The service has gone from bad to WORSE. It takes weeks to get an issue resolved. They want to answer questions only by email and the answers are incomplete. A report that we used for years "broke" 6 months ago and they still have not addressed it. The price is steep and increases every year. This is a cash cow for the credit card processing company. The software was code on the original product was bad and as a result there have been so many bandaids that there own people have trouble resolving issues. DO NOT do a Quickbooks integration. That was a major headache and they eventually said their were issues on their end and it was best for us not to do the integration. Pros Offers automations and all the basic features you need. Cons The company was sold about two years ago to a credit card company. Review Source RD Robert D. Production Manager Retail Used the software for: 2+ years ### "Not worth what you pay for. " March 20, 2025 4.0 Good in the beginning but was not scalable and the prices went up over 25% in one year. Pros General day to day production management and sales. Cons Pricing just keeps going up but the level of service does not. Review Source IM I M. President Hospitality Used the software for: 2+ years ### "Poor service, bug issues not resolved" October 3, 2024 2.0 Decline in service. Increases in pricing. Issues with software long, long hold times. Stuck with one credit card processor who increases prices. Pros Automations and forms are integrated so you would save some money there. Cons Quickbooks online integration did not work correctly and we had billing issues. The company was bought by a credit card processor so you no longer have a choice of processor - which means rate increases sneak in. The credit card company that bought SAP is not in the software business. This is a cash cow for them. The customer service gets worse by the year. I've been on hold for 40 minutes. This is not unusual. Be prepared to tie up your office. When they respond by email to a problem the issues is not always addressed and answers are not usually clear. I have been waiting for resolution on an issue for months. The testing is not good which is why the releases are buggy. They have a limited number of good reps who understand the business impact of the questions. This has always been the case which leads to delays in resolving problems. Due to poor management they had spam problems with Twillio this generated issues for the companies they have that were following the rules. I can no longer recommend this software. All this and they have increased prices. Alternatives considered [Jobber](https://www.capterra.com/p/127994/Jobber/) Reason for choosing Service Autopilot I can't remember details................ Review Source Response from Xplor Technologies October 29, 2024 Hi there, Thanks for taking the time to share your experience with us. We will share your feedback with the proper departments so that we can improve our product. Please let us know if we can assist with anything in the meantime. CP Christina P. CFO Environmental Services Used the software for: 1-2 years ### "Service AutoPilot -Invoice in bulk feature works great. " December 10, 2024 3.0 Service AutoPilot was beneficial for automation of invoicing however it was not specifically tied to our industry and there were several glitches that occurred after being set up. Pros The automated invoicing-able to invoice everything with one click. Cons Syncing difficulties, having to duplicate invoice to reconcile on accounting software Switched from [QuickBooks Desktop](https://www.capterra.com/p/212058/QuickBooks-Desktop-Pro/) Needed more invoicing features and looked for scheduling options Review Source Response from Xplor Technologies December 30, 2024 Hi Christina, Thank you kindly for taking the time to share your experience using Service Autopilot. Please feel free to reach out to our Support team should you need assistance with anything at all. For better quality, we will be sharing your feedback with the proper departments to ensure we are delivering the best product possible. Have a happy New Year! MF Megan F. Owner Consumer Services Used the software for: I used a free trial ### "Very Disappointing " January 8, 2025 2.0 Awful experience with them not realizing time zones, continued sales calls when I couldn't even use their software if I wanted to and just completely uneducated and unorganized staff that would call (even for my demo) Pros It was recommended by friends in the industry Cons That they are not available for Canadian users with QBO Switched from [Jobber](https://www.capterra.com/p/127994/Jobber/) We were unhappy with Jobbers lack of reporting Review Source Response from Xplor Technologies January 10, 2025 Hi Megan, We are sorry for any inconvenience you have experienced with our team and product. Thanks for taking the time to share your feedback with us. We will share your review with the proper departments to ensure we are always providing the best assistance and quality. ES Elijah S. Owner Construction Used the software for: 2+ years ### "Pretty good…" November 9, 2024 4.0 Good for maintenance Companies not design build Pros The routing/dispatch board that it has to route Cons The loading speeds, the bugs and the management of large projects was bad Review Source Response from Xplor Technologies November 13, 2024 Hi Elijah! Thank you for the feedback. We are constantly working on bugs and speed issues to deliver the best quality possible. We will share your experience with the proper departments! KJ Kirk J. Estimator Construction Used the software for: 1-2 years ### "Pro SA Pilot" October 31, 2024 5.0 It is a great product that helped my job tremendously. Pros The ease of use and efficiency is amazing Cons It is easy to bid maintenance but harder for construction Review Source Response from Xplor Technologies November 13, 2024 Thank you, Kirk, for the amazing review of our product! RL Raemah L. Office Manager Consumer Services Used the software for: 2+ years ### "Going Down Hill" April 4, 2022 3.0 Customer service used to be good, they answered the phone! Now they want on line chat and don't answer the phone; you have to leave a message. A few times, my call wasn't returned. Or, they call back after hours even if you let them know you are in a different time zone. They say they will look into issues (bugs) but I never see anything change. I don't like being told to watch a video to learn how to do something. I'm getting very discouraged and am thinking about moving to another software Pros We keep track of up to 1,000 clients a year. I like the dispatch board for keeping track of clients. Cons \- Dispatch board was recently cut to a 90 search feature, we need at least a year to help keep track of all our jobs - SLOW response time! The system has slowed to a crawl; very frustrating - Reporting is difficult to use - Templates are limited - Font sizes do not match the number chosen (14 pt is not a 14 pt or a font size is not even available) - Tickets were added, don't know what they are but they get created when we didn't want one - History list on client page was changed and is now way too long - Have to go to another tab to find out if an email was received, it used to be on the client page I could to on and on about all the features they have changed over the years that have actually made it more cumbersome to use. I have thought about leaving for some time, not sure how it would be to get all my information to another vendor Reason for choosing Service Autopilot Quick Books integration Reviews said it was the Cadillac of the Landscape Software Review Source WW Walter W. Owner Consumer Services Used the software for: 2+ years ### "Customizable Service Management Catch-All" December 13, 2021 5.0 It was a challenge getting everything set up, due to so many different processes in need of consideration and thought, but if you put in the time and take advantage of the training sessions and/or help available via Google & Youtube, you will not regret choosing this software. Pros What I like most about this sofftware is that you can literally build your OWN service management tool. Service Autopilot is the most customizable software I've come across that has just about everything you can imagine you'll need to run a service-based business that services large numbers of customers. Cons This software definitely has a fairly steep learning curve and the training sessions are a little pricey, but it is absolutely worth the time, effort and money. Reason for choosing Service Autopilot It provided me with everything I needed to run my company. Review Source KJ Kate J. CEO Consumer Services Used the software for: 2+ years ### "Quite a Learning Curve, but an All-in-one Solution?" April 29, 2022 4.0 Service Autopilot (SA) is the hub of the entire business as it contains all lead, client, and employee information.  All the business’ services are scheduled and dispatched through Service Autopilot.  The technicians use the SA app to receive their jobs notes and punch in and out of their jobs.  Cleaning estimates and invoices are distributed through SA.  We use the reporting feature to pay Sales Tax and keep our eye on Key Performance Indicators.  SA is our Customer Relationship Management tool used for email marketing and chat messaging.  We also use automations in Service Autopilot to send reminders before cleanings, after-job quality surveys, and client onboarding emails.  Pros Service Autopilot is the hub of the entire business as it contains all lead, client, and employee information.  The automations are a huge step up for productivity and ease of systems. Cons Service Autopilot is not easy to use or set up. It is less intimidating if you are the kind of person that likes to jump into a new software and just poke around. There are so many aspects that even once you know the basics, there is always something to tweak in the workflow. Unfortunately, after SA was purchased by Clearent (a credit card merchant) a couple of years ago, the customer service and general functioning has gone downhill. There are often slow days (everything slow to load) while working in the software that make it unusable for a period of time. They also have a closed API and so don't integrate with other programs. There is a version 3 in the works for a couple of years now (always beta, not complete), but it seems less intuitive and worse laid out than version 2. Review Source KS Kirk S. Owner Facilities Services Used the software for: 2+ years ### "Life Long Heavy User of Service Autopilot" April 1, 2022 5.0 Superb. We have looked at other software alternatives and nothing can touch SA in terms of comprehensive capabilities, flexibility and automations. The price is outstanding for all of the funcionality. Pros We completely run the business using Service Autopilot. Without it I would have to hire at least two more office staff and shudder at the thought of all the mistakes that we would potentially make since SA does a lot of our work automatically. Cons I really wish I could build custom reports easily. Reason for choosing Service Autopilot Way more functionality and the most comprehensive suite of services. Training and customer service has been outstanding too. The addition of automations has literally saved me the cost of adding another person in the office. The total functionality takes the place of at least two additional people that would be needed in the office without it. Review Source SP Scott P. Owner Consumer Services Used the software for: 2+ years ### "Well.....what can I say. " February 28, 2020 5.0 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. Pros 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. Cons 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... Alternatives considered [Jobber](https://www.capterra.com/p/127994/Jobber/) Reason for choosing Service Autopilot I saw more potential Review Source BS Brad S. CEO Facilities Services Used the software for: 2+ years ### "Brads Review" September 29, 2023 5.0 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. Pros I like the CRM side of things along with the marketing and report functionality. Cons The fact that we can’t job cost since we can’t track actual materials used Alternatives considered [Jobber](https://www.capterra.com/p/127994/Jobber/) Review Source Response from Xplor Technologies October 6, 2023 Brad, thank you kindly for your feedback! MP Mike P. owner Construction Used the software for: 2+ years ### "Failed promises" February 16, 2022 1.0 False promises sums up SA. They a company break almost once a day week and always seems to be when you need to call them. And every time you do call them they are condescending like nothing could ever be wrong or incorrect about SA. Pros Hard to find what I like about it now. Every feature I liked in 2014 is either not completed or half way working Cons Without writing a book. SA is full of broken features that never get finished and they move on to the next shiny buzzword like 'Automation'. Reports have to be the 2nd worst of the software, my excel is better. #1 is invoicing. If a customer pays a partial amount to an invoice I can't apply that amount only a full amount. So when the customer applies the remainder. I create another invoice for that amount, and applied the previous amount to the original invoice that I lowered to show it was paid. etc etc Review Source AF Aaron F. Property Maintenance General Manager Facilities Services Used the software for: 2+ years ### "Everything you can think of with more on the way!" November 9, 2017 5.0 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. Review Source SA Scot A. Owner Used the software for: 2+ years ### "If you have a few hundred customers, expect to spend 10-15 hours per week correcting its mistakes." March 10, 2018 2.0 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. Review Source TP Taylor P. Owner Consumer Services Used the software for: 2+ years ### "Save yourself" March 22, 2024 1.0 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. Pros Lots of bells and whistles. They advertisements on the website tdo not reflect actual use of software. Cons 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. Reason for choosing Service Autopilot The multiple functionality customizations bragged about on the website. Review Source Response from Xplor Technologies October 29, 2024 Hi Taylor, We're sorry to hear your experience with SA hasn't been great. Please let us know if there's anything we can do to assist. Someone from our team will be in touch with you ASAP. DH David H. Business Owner Consumer Services Used the software for: 2+ years ### "Service Autopilot Review" November 3, 2022 5.0 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. Pros 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. Cons 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. Review Source Response from Xplor Technologies November 10, 2022 Hi David, Thank you for taking the time to share your feedback with us and for the wonderful testimonial! We will share your automation feedback with our team, and please feel free to reach out to us for assistance. We're always happy to help! JB Jamie B. Business Owner Chemicals Used the software for: 2+ years ### "This program breaks down over time " October 24, 2016 1.0 BEWARE!!!!!! I own a lawn and tree fertilizing company. I have used this software for the past 3 years. We were extremely pleased with Service Auto Pilot for the first 2 years. It worked great and helped us tremendously with getting the business organized and up & running. Unfortunately over the past year I feel the software has done the complete opposite. With the constant updates there is some serious issues with the code the system is running. My balances on the invoices are off (which I have contacted them about several times over the past 5 months and they agree and confirm there is an issue) and even worse the jobs that are supposed to pop up for service are not. I have customers calling asking where we have been. There were always some small problems before with routing and just general things you need would be compromised. I once thought overall the site was a solid 4-4.5 stars out of 5 and a fair price. At this time however I DO NOT recommend this software! Check back once they get all the bugs worked out. The good thing is they made it easy to export your clients and leave. UPDATE September 21 2016. None of the issues I have been experiencing have been resolved and even more issues are popping up. Soon as season is over I will be leaving this company UPDATE 10/24/2016 I was told my issues were looked at by the development team and that they were some deep routed issues that would take a long time to fix. However the company has stopped updating me of the progress and it seems they have left my account for dead. There are even more issues popping up and it has become almost impossible to work with this software. I think what happens is after using the program for multiple years there is too much code interacting with itself and jumbles things all up. You may be wondering why I am still using it. That's because my business is seasonal and I was just hoping to get through the year before I went through all the work of inputting my customers into another service software program. Pros I loved its ease of use and how easy it was to teach my workers how to use it. It also has tons of extras that really come in handy when it comes to managing all aspects of business Cons I hate that it imploded on itself after using it for multiple years. Review Source CH Corey H. Manager Consumer Services Used the software for: 2+ years ### "Great for company’s offering many services " August 19, 2022 4.0 Pros You can keep trade of many services and schedule them to different teams with ease Cons Lots to learn and keep an eye on especially with QuiCkBooks sync Reason for choosing Service Autopilot \[SENSITIVE CONTENT\] at the time Review Source Response from Xplor Technologies August 25, 2022 Thank you for your testimonial, Corey. Please contact us directly should you need assistance navigating any of the features. Have a great day! Lindsey A. Project Manager Real Estate Used the software for: 2+ years ### "Exceptional Software for any Business" October 24, 2019 5.0 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. Switched from [LawnPro](https://www.capterra.com/p/105508/LawnPro/) We needed a more comprehensive program that focused on more than just lawn care and we needed the ability to tailor the software to fit our exact needs. Review Source AJ Aaron J. Operations Manager Construction Used the software for: 2+ years ### "Try something Else" March 29, 2023 2.0 The customer service is terrible. We have had many problems and glitched with Service Autopilot that have cost us tens of thousands of dollars. Service Autopilot refuses to fix its software, has no plan to fix it, and will leave us hanging for months with no answers. Pros It works well for routing and dispatch. Cons Payment processing, Client portal, accounting, the customer service department and IT department are horrible, no option for adding credit card processing to invoices, poor options for charging sales tax, etc... Review Source Response from Xplor Technologies April 18, 2023 Hi Aaron, Thank you for taking the time to share your feedback with us. Please contact us at customermarketing@fieldedge.com so we can gather more information and help you in any way we can. We look forward to connecting with you soon. BB Brad B. owner Construction Used the software for: 2+ years ### "Amazing Software" September 14, 2016 5.0 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. Review Source bW brian W. owner Used the software for: 6-12 months ### "After a season, I'm not sold, but still willing to give it another chance." October 17, 2016 2.0 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. Pros time tracking converts to invoicing Cons Very weak on the accounting side. Minor glitches in the drop down boxes are annoying. Review Source Similar Products Featured