Service Autopilot

4.5 / 5 70 reviews

Who Uses This Software?

Service Businesses who want to grow from beginners and mid-size companies into Market Leaders. Works best for companies that dispatch to a client's home or business.


Average Ratings

70 Reviews
  • 4.5 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $47.00/month
    See pricing details
  • Free Demo
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • Service Autopilot
  • www.ServiceAutopilot.com
  • Founded 2009
  • United States

About Service Autopilot

So easy it feels like cheating! Turn your business into a high-profit, well-oiled GROWTH machine. This software will eliminate daily waste, increase your profits, and help you grow the business you always wanted. Organize your entire business, integrate with QuickBooks, and save hours every week with automatic Invoicing, Routing, and Scheduling. Instantly upgrade your business with Service Autopilot today. Theres no risk - we have a 30-day 100% money back guarantee. See more


Service Autopilot Features

  • Billing & Invoicing
  • Call Center Management
  • Contract Management
  • Customer Database
  • Dispatch Management
  • Electronic Signature
  • Inventory Control
  • Job Management
  • Mobile Access
  • Quotes / Estimates
  • Routing
  • Scheduling
  • Service History Tracking
  • Technician Management
  • Work Order Management

Service Autopilot Reviews Recently Reviewed!

Everything you can think of with more on the way!

Nov 09, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: 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.

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

Nov 05, 2017
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: 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.

Cons: 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.

457369148a8384541c5009d776751e3d

The best solution on the market. period.

Oct 10, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: This program is the best thing to ever happen to my company. It is extremely user-friendly and incredibly efficient to use. The team at Service Autopilot have put major thought into creating a superior product, that actually automates many aspects of my business.

Vendor Response

by Service Autopilot on October 11, 2017

Thank you Matt! We're so glad we could help your business grow. The future holds many great things for both of our companies.

Great features! Poor response time.

Sep 12, 2017
3/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Comments: 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.

Pros: 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.

Cons: 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.

Service Autopilot Review

Sep 02, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: We started using Service Autopilot December 2016 and it has streamlined our operations! Frees up so much time that we didn't have before and not sure why we waited so long to make the move. Routing capabilities, dispatch board, crew manangment, invoicing. Its a CRM that continues to get better. The best benefit... it has allowed us to focus more on the business so we can grow faster!

Cons: It took a little time to set up but that's really not an issue. For us, we waited to long to make the switch to SA.

Amazing Service Company Management Software!

Aug 15, 2017
5/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Features! This software can literally do anything you need it to! I have tried just about every maid service software out there and Service AutoPilot is hands down the best one and offers the most customizability and different functions! Also the amount of reports you can run through SAP is unreal! You can easily get a snapshot of your business at your fingertips. I love it!

Cons: It does take some time and patience to learn and get everything set up. The positive is you can layer your learning to help the process be more smooth. The other positive with that is it takes time to fully learn and utilize all of the functions because it really does so much!

Overall: Extremely customized and detailed client and employee management features. The dispatch boards and calendar views are amazing and offer flexibility.

Vendor Response

by Service Autopilot on August 16, 2017

Such kind words! Thank you Ashley. We are extremely pleased that we could make such an impact on your business!

Spectacular software

Nov 11, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of use, productivity, and support.

Cons: There is so much it can do, that there is a learning curve to implementing everything.

Overall: Service Autopilot has truly helped minimize the workload on office staff and has given us a mobile solution to going paperless. With many customizable options it is suitable for large scale companies to any small service company. Truly a great asset to have on your side.

Recommendations to other buyers: It's great to have.

Service AutoPilot is everything to our company

Nov 11, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: We simply could not run our business without Service Autopilot. We have been with them since the beginning of our business. They are constantly adding and improving their software and what they offer, which in turn improves our business. I highly recommend this to anyone in the service industry it will change how you run your business.

Amazing Company

Nov 11, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Service Autopilot is fantastic! It saves me time every week so that I can focus on other task at hand. Best customer service I have ever dealt with as well.

Marketing Director

Nov 11, 2016
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: A cloud software solution tailor made for the landscaping industry. Leading edge technology with a constantly improving platform.

Cons: Not the most intuitive program.

Overall: We have used Service Auto Pilot for just under a year. In Fairness we haven't made the time investment to take advantage of the full functionality of the tool or to take advantage of many of the features. I just attended the Service Auto Pilot Users conference and was more than impressed with the company, presentations and capabilities. Based on the conference I would give everything a 5 star and once we get fully on board with the program might feel that way about the application as well but based upon our current experience rated it as above.

Recommendations to other buyers: If your going to use it you need to go all in.

Great Software!

Nov 11, 2016
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Tremendous time saver

Cons: Takes a little while to get set up

Overall: Service Autopilot has been an amazing timesaver for me. Before I started using the Service Autopilot program, I would spend 2-3 hours a night setting up my routes for my crews. Once I got set up with Service Autopilot, it cut down on my time tremendously! I was able to cut my time down to around 5-10 minutes a day, just checking over my routes. I would HIGHLY recommend Service Autopilot to anyone in the service industry!!!

Anyone in the market for a Lawn & Landscape Application must use this software!!!!!!!!

Nov 07, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Two way sync with Quickbooks, the batch credit card function, dispatching and great mobile app, pretty much everything.

Cons: I wish I could TEXT multiple people at one time, but its probably possible I just dont know how too.

Overall: We are thrilled and love the software and its functionality. Most people don't understand the full capability of the software compared to the cost. Its very minimal money for alot of capability. We have personally gone through 4 other software programs in search of the right fit for us. SERVICE AUTOPILOT was it. From implementation to tech support we love our SA family.

Recommendations to other buyers: You just have to trust me on this one. I have gone through a few other programs and this one is the best on the market. AND they continue to update and keep up with the every demanding market. They listen to the end user and critique the software to make it better. Can't beat that!!!

It allows us to run our company on Autopilot.

Nov 07, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: We have used Service Autopilot for 5 years now. This program changed our company from the very beginning. It has allowed us to serve our customers at an entirely different level than any of our competition. You are able to customize this program and develop systems so that your company can run without you having to watch every little detail of the daily operations.

Service Autopilot will offer more than what you ever need

Nov 07, 2016
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: no jobs missed anymore
marketing potential
templates

Overall: 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.

Recommendations to other buyers: vision of leadership is incredible

Best customer management system available for service industries

Nov 05, 2016
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Ive used Service Autopilot for several years now and I would not change. I am blown away by how much functionality it has, from billing to scheduling, lead follow up, estimating and so many other features. Customer support is the best too. Anytime you put in a request they get back to you very quickly.
I highly recommend any type of service company to use this system, you will not be disapointed

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

Nov 04, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The ability to schedule, route, track, invoice, and bill

Cons: Sometimes the mobile app acts funny

Overall: 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

SAP saved our company!

Nov 02, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: All functions of SAP are exactly what you need to run your company efficiently. We absolutely love the Maps Pro for estimating our clients property. That alone saves us hours of work weekly.

Cons: There really is nothing that we don't like about SAP.

Overall: Our business is Lawnpro Grounds Maintenance, We have been with Service Auto Pilot since 2014. When we first came on with SAP I was a little worried about how this one program would fit our company needs. But after about 100 phone calls, 50 emails and many webinars, I can say first hand that without SAP, our company would not be where it is today. The team at SAP was very supportive and patient with any and all our questions. SAP have given us the system and tools to be able to run our company at its fullest. We have grown in numbers and grown ourselves in being more efficient. We depend on SAP so much you could quite possibly call them a business partner. We are truly grateful and recommend SAP to anyone.

Recommendations to other buyers: If you think SAP could work for your company, do not wait. Watch some videos and dig in. You will be doing you and your company a favor!!

Amazing Software and Company!

Nov 01, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It is a complete CRM that ties everything together for you!

Cons: I wish it had been created sooner!

Overall: Service Autopilot is Awesome! I can't imagine using any other software for my business. It does so much for us I don't even know where to start! They are amazing people that actually care about you and your company, and the software just keeps getting better and better!

Recommendations to other buyers: The more time you are willing to put in setting up your company in the system, the more time it will save you. Every hour you put into setting up the system for your company will save you countless hours later.

This program breaks down over time

Oct 24, 2016
1/5
Overall
1 / 5
Ease of Use
1 / 5
Features & Functionality
1 / 5
Customer Support
1 / 5
Value for Money

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.

Overall: 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.

Recommendations to other buyers: DO NOT USE THE SOFTWARE. I am writing this review in hopes they will correct this account but I also have fears they will just completely delete all my customers info and work history

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

Oct 17, 2016
2/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 4.0/10 Not
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Pros: time tracking converts to invoicing

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

Overall: 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.

Switched to SA

Oct 07, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: cloud based, customer input is valued

Cons: I think the scheduling could be better. The tablet functions could be cleaner

Overall: Before SA I used a custom built database to run my company. It was very expensive to upgrade and get any edits done and it wasn't cloud based. I found and switched to SA and couldn't be happier. The customer service is great and the functionality is awesome! I love how they take input from the users to influence the improvements they make on their product. I don't think there's any other software out there that comes close!

Recommendations to other buyers: take the tutorials.

Great software to run almost any service business!

Sep 20, 2016
3/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: 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.

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

Overall: 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.

Worth every penny!

Sep 15, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: very efficient and saves a ton of office work.

Cons: A bit of a learning curve but I would expect that with any new software, all positive from us!

Overall: Service Autopilot has freed up so much time and made us more efficient. We are definitely growing faster and making more money with SA.

Service Autopilot Makes Crew Management A Breeze

Sep 15, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Dispatching
Crew Management
Mobile Reporting

Overall: We started using Service Autopilot in January 2016. Service Autopilot has been a wonderful tool for streamlining the maintenance aspects of our business from scheduling to billing. The integrated mapping service makes it a breeze to modify existing routes. Scheduling changes are accomplished with just a few clicks. I love the budgeted vs actual job hours feature as it allows us to see which jobs and or crews are most profitable. My favorite feature is that billing is literally done with the push of a button. No more long weekends or translating spreadsheets to send out invoices! The mobile app has been an invaluable tool for logging labor in real time and tracking crew location. I love the United States based customer service. The Service Autopilot customer support unit is always courteous and knowledgeable. Additionally, there are online training videos available which are always continually updated. Service Autopilot made implementation of their software as easy as possible with their extremely helpful and patient launch and implementation staff.
I look forward to learning more features of Service Autopilot to help make our company even more profitable in 2017!
Renee Linkner
Lawnovations
Office Manager
Tulsa OK

HOLY MOLY! Service Autopilot is an absolute GAME CHANGER!

Sep 14, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: ease of use
intuitive user experience
super flexible and allows you to have tons of separate screens open at one time and doesn't crash.

Cons: I would like more flexibility in dashboards for employee views.
I would like more flexibility and detail for paying employees.
But I may just not know how to do those things yet.

Overall: I signed up 2 months ago and have been migrating out of 5!! other systems that I was using to do what SA does all in one. I am saving $500/month by consolidating into SA. That doesn't even start to value the headaches I've eliminated.
The features are extremely robust. Basically, if you wished it did something, ask. It does.
The customer service is out of this world.
The user experience is very intuitive.
And the fact that I found a bug and asked for it to be fixed and it was fixed in a few days blew me away.
I feel like haven't even scratched the surface and I'm LOVING it!

Recommendations to other buyers: USE THE CHAT SUPPORT. They answer quickly and cheerfully within minutes and don't just send you a link the knowledge base, but they will send you a link if you want it. They are awesome!

Amazing Software

Sep 14, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: 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.

Service-Software Dominant Player

Sep 12, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: 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.

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

Overall: 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.

Recommendations to other buyers: They really make the implementation and transition very easy, so there is no reason to wait to sign up. You are losing money by not using this software TODAY!

Good Start!

Sep 07, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: Flexibility, Reports, Communication platform

Cons: I can't schedule multi-day services.

Overall: Excellent customer service! There is always someone on the other end of the line available to assist with any questions or challenges we have!

Automating my business

Sep 07, 2016
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

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

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

Overall: 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.

Recommendations to other buyers: Do wait...you will be glad when you switch over

Awesome!!!

Sep 06, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Quick customer service. Easy to use. Integrates with QB.

Cons: Gets a little costly with several users.

Overall: We have tried several other scheduling - billing software programs and none compared to what we get from SA.

Recommendations to other buyers: Take time to wath the training videos and set it up right.

Excellent

Sep 06, 2016
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Comments: I do not even know how we would be where we are with out Software like Service Auto Pilot. Thinking back 3 years ago before we had it, I cant even imagine doing it now with out SA.

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

Sep 04, 2016
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

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

Cons: 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!

Overall: 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!

Recommendations to other buyers: Once you try it, YOU WILL NEVER FIGURE OUT HOW YOU RAN YOUR BUSINESS WITHOUT IT!!

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

Sep 03, 2016
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: 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.

Cons: 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.

Overall: 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

Recommendations to other buyers: I think it is very affordable software that can be used to run your entire business

Our Company Made A 180 Because Of This Program

Sep 02, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Comments: When we started our lawn care company, everything was manual. We made our mowing routes in excel spreadsheets, hand wrote our invoices, were not very good at tracking accounts receivable (we likely lost a lot of money on this), etc. Since using Service AutoPilot our company has made a 180. We are able to use the app for our crews, invoices are created automatically when the job is completed, our A/R is better than it ever has been (with help from also being able to accept credit cards through the program)! Service AutoPilot has helped us tremendously and while there are small things that could be improved (certain reports being available is the biggest thing), the positives outweigh the negatives. I would 100% recommend this company to any service based business.

Service Autopilot for Cory's Lawn Service

Sep 01, 2016
5/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: Mobile feature is amazing

Cons: difficult learning curve. They have videos to help, and one on one web cast session and group session to help, but mastering this could take some time.

Overall: I have been with SA for about 6 months now and it has been a major improvement from what I was using. The mobile features alone have helped save time and energy in my service business. Some of the best customer service I have ever dealt with.

Recommendations to other buyers: be patient with it. If you feel you are lost the customer service can help. over time it becomes much easier to use.

I have built 2 successful businesses with Service Autopilot and I couldn' have done it with out them

Jul 11, 2015
5/5
Overall
5 / 5
Ease of Use
4 / 5
Customer Support

Comments: I have been using Service Autopilot for more than 4 years now for 2 of my completely separate service businesses.
Both business are 95% self sufficient in part thanks to what Service Autopilot has been able to do in streamlining many day to day functions. It is easy to navigate and learn even for non tech savvy people like my self.
When and if there is an issue or a minor glitch (like with any technology) Service Autopilot is very responsive in handling issues.
There can be glitches from time to time but over all this software has been instrumental in building my businesses.

One of the best out there

May 16, 2015
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: Service Autopilot is one of the better dispatch software out there. I own a home cleaning service and it works very well. The company is constantly upgrading and adding new features. The president runs his own entrepreneur's group in which feedback on SA is constant.

Pros:
From the moment you capture a lead, the software takes over from automating estimates, converting, scheduling, dispatching and invoicing.

Full two-way QB sycn (desktop). I have not seen any other software out there that will sync both ways. This is extremely helpful because on startup SA will load up all your client's information and history so you don't have to load them up. Also, I accept payments through the QB e-check services which is then fed to SA.

You can batch charge credit cards. Say you have 50 clients that pay by credit card. Instead of charging each one individually, you just hit a button and SA does the rest.

Mobile APP works great for the cleaners. They get all their work instructions automatically to their phones and can start and stop jobs.

Cons:

The mobile APP works great for the cleaners but is not so great for the managers.
SA does not work very well on tablets although it works fine on a surface pro

Once learned ... outstanding, does everything I need and then some.

Mar 25, 2015
5/5
Overall
2 / 5
Ease of Use
5 / 5
Customer Support

Comments: Very difficult to pick up (still in learning process), which I think makes it difficult to implement because I (as the owner) am not confident in how well I know the program. I can see difficulties training future office help with this program.

With that said, once learned the program is amazing, customer service is great, and the people at service autopilot listen to our needs and I feel try to implement everyone's needs.

training days February 27th 28th

Mar 05, 2015
4/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

Comments: This was a great class that helped us in our desires to add to our use of service autopilot. Instructors were good and and took the time to answer questions and go over items if needed. One thing I would love to see if we had the opportunity to visit again is a tour of City Turf to see how they are living in the system. Being in the turf industry it is great to see a tool that comes from someone with real life experience in that same industry.
Thanks

Best Software Bang for Your Buck

Feb 25, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Service Autopilot is the best software solution for services companies in the world. When compared to their competitors they win in every category hands down. I've worked in Lawn Care and Landscaping now for over 20 years and have yet to find any software to run my business that even comes close to the capabilities Service Autopilot offers.

I recommend Service Autopilot to anyone in the Service Industry!

My mind is at ease!

Feb 25, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Before I found Service Autopilot my mind was loaded with a horrible weight of responsibility. I could not make the right day to day decisions. Once I located Service Autopilot and started implementing this program my life was changed. I started to enjoy my business again. The pressure of retaining all of the operations in my head was forever gone. I credit a good percentage of my business success to SA. Thank you guys!

Very Pleased!

Feb 17, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Service Autopilot is easy to use, intuitive, and visually appealing. Their support is top notch. They constantly update the software to sort out bugs, add new features, improve existing features.
The one downside we find is that they are targeting a wide audience - from small to large companies, and different service industries. This spreads their focus which means some of our needs and requirements cannot be met or take a long time.
But, on the plus side, the owner of the company has worked with us at times to get us what we need.

EDU Lawn Service

Feb 17, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: EDU Lawn Service is a nonprofit service that teaches students how to run their own business, using lawn service as a tool to achieve that goal. We searched over the course of months for a program that simplified as well as saved time. We now use SA as a teaching tool for our students learn and see concepts in action, such as job costing and implementing a rolling day to day cost benefit analysis. Students have been able to come up with their own solutions using SA's tools to become more efficient and bring their own ideas to the business world and test them. We are excited about our future with SA and implementing even more tools it offers to help us achieve our goals as well as provide a top notch service.

Awesome customer service

Feb 17, 2015
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: Hi Jonathan,

I just wanted to take the time to let you know that one of your employees really went above and beyond helping me today and was by far the best experience I have had while talking/chatting with someone from your company since I have been a client. Her name is Ailise L. I'm not one to go out of my way to say something but I felt I had to in this case. Thanks so much for the excellent customer service!! She deserves a HUGE pat on the back!

Best regards,

Bill Doten
Doten's Lawn and Landscape

American Classic Lawn Care Review

Feb 12, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: It's not going to be helpful if I don't provide at least some constructive criticism, but it's hard to do that as SAP is an awesome system. I worked as a customer service manger with both the Tappan Appliance Co and with Frigidaire and helped design requirements and test functionality of service finished goods and WMS systems over a period of 40 years. I lived using SAP, it was an awesome enterprise system for lawn care. And at the price, it's an excellent value. OK, one "little" criticism - sometimes it seemed like updates were implement into production without sufficient testing. Back in the old mainframe days, there was extensive power testing on a beta system before implementation. But when "bugs" were found they were quickly fixed. Will miss working with SAP and your staff. If I were younger - can't change that - I would totally enjoy participating in your customer feedback, user forums. Good Luck guys. Chuck Snyder

Vendor Response

by Service Autopilot on February 16, 2015

Thank you Chuck. We will miss having you as a member. Congratulations on your exit. Jonathan

Service Autopilot onsite training

Feb 09, 2015
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: The small group atmosphere of the training was very good. It made it very easy to ask and get answers to each of our specific businesses. I appreciated the insights regarding projects SA is working on and the apparent priority of many of the projects. It helps me align my goals and needs with what the software capabilities are and will be in the future.

I would suggest that anyone attending this type of training be required to go through the intro 1 & 2 before they can attend. Some questions were basic and would not have been asked if everyone went through that training first.

SAP Training

Feb 09, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Great training. I learned new concepts. Hopefully you can make another training or webinar with more tips.

Features that get the job DONE

Jan 31, 2015
5/5
Overall
5 / 5
Ease of Use
4 / 5
Customer Support

Comments: If you're wanting to REALLY automate things, I wouldn't bother with the Startup version. It's not that it isn't great. It's just that the Pro version has way more features to truly automate your tasks. Their sales guy told me I should use the Pro version so I could use the bulk email feature. I signed up over the winter 2 years ago and really wanted to save money.

He was right. I'm using the email blast every month and it's been a huge help to sell more work.

The other big feature that I was super pumped about was the picture capture on the mobile. I saw a video where they recommend having your crews take pictures in the field of things that need to be done at the property and have the office email the picture with a note. This has generated a considerable amount of business in addition to emailing our clients every month.

And to make things better, a new project management feature is coming out next month. Can't wait!

Customer since 2012

Jan 31, 2015
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: I started my business and bought Service Autopilot in 2012. The software looks completely different from when I started and has more features than before. I use estimates and the mobile app the most. Scott, has gone above and beyond several times to train me and help me with account issues. Overall, very pleased with Service Autopilot.

Training

Jan 30, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Scott is very helpful. He answered all of our questions and knows the industry. I didn't realize how much we don't know the software can do. Coming to Service Autopilot's office for training has been very good.

Helped me organize the company.

Jan 30, 2015
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: I was a Service Autopilot user for several years starting around 2011. We switched from ServiceCEO. I recently sold my commercial cleaning company.

#1 Positive ¿Frequency of Enhancements. The system improved a ton over the years we used it.
#2 Positive ¿ Really good customer service.
#1 Negative ¿ Our managers used Surface tablets and Service Autopilots app only works on Apple and Android devices. We had to use their mobile version that required constant internet service because we didn¿t use apple or droid devices. Inside some of the buildings our people couldn¿t get internet service.
#2 Negative ¿ They need inspection forms built in to the system. I don¿t know how they can¿t have this feature. I was told it is called forms and it is coming.

Better Than Our Old Software

Jan 30, 2015
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: We are very pleased with SAP. There is a learning curve. Its missing several features our old software had that we really need. Our old software didn¿t work on my iphone, didn't work with Quickbooks and we had to install it on every computer. I¿m not in the office so being web based saves me a lot of time.

HVAC Company

Jan 30, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I switched to Service Autopilot after my QuickBooks file crashed. I own a HVAC / electrical company. They offer a sync but I no longer use QuickBooks. We do everything in Service Autopilot.

Their team listens to requests. I have been asking for purchase orders. They finally added them a couple months ago.

I recommend Service Autopilot.

Watched all of the Lawn Care Millionaire videos

Jan 30, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I watch Jonathan¿s Lawn Care Millionaire videos every day. I use to QuickBooks Online and Gopher. Because of his videos I switched to Service Autopilot. I stopped using QuickBooks last year and do everything in Service Autopilot. I¿m a one man company. The app is the best I¿ve found. Gopher didn¿t have an app. Good system.

We are happy

Jan 29, 2015
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: Service Autopilot has been an excellent upgrade for our company. Initially we were hesitant to sign up because it is a cloud system and our last program was installed on our computers. We haven¿t had any problems. The advantages have out weighed our concern of not having the data on our own computers. Very good product.

How did we get by without this?

Jan 29, 2015
5/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

Comments: Simply if you are still operating your business out of your notebook, spreadsheets for scheduling, paper scheduling, spending hours and hours doing invoices, trying to look over your notebook to see what service or property needs to be done; STOP! This software will completely change they way you do business. It saves us from having to hire at least one full time office manager maybe two. We wouldn't have thought we could grow to size we are without having this software. I can't wait to see all the new features that is coming in next 12 months as well. It just keeps getting better and better each release. Being greedy, I hope my competitors don't find out about this for another five years!

Getting Started Smooth So Far

Jan 28, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: We signed up for Service Autopilot this month. I'm working with Ashley on importing our schedules. We already sync'd with QuickBooks.

She asked us to review our experience so far.

Ashley has been great. I also talked with Stephen and Rebecca (both were excellent).

Syncing with QuickBooks was easy. We had to verify our account balances between Service Autopilot and QuickBooks. They have a report that shows discrepancies so it wasn't much work.

I gave Ashley a file of leads. She imported it. We are also importing our schedules from another program. Ashley is doing that as well.

We have been through the webinar training and have a 1-on-1 training session scheduled with Scott. The only other thing I can think to say is I was offered training at their office but we don't think we are ready for it. We just want to get started using the program.

So far no problems and everyone has been really helpful.

We have been using Service Autopilot since 2010

Jan 28, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: In 2010 we had about 1,000 clients. Today, we have over 5,000. Prior to Service Autopilot we had to charge every credit card individually in QuickBooks. The bulk charge all cards feature has saved me days of work per month.
Prior to Service Autopilot, if a client called for their balance, wanted to make a payment, or update their credit card, I had to call them back myself since no one else is allowed in Quickbooks. They had to wait until I was available, which was frustrating for our Customer Service Reps, as well as for the customers.
Now, anyone in the office with permissions can handle basic accounting transactions. Many clients use the client portal and don't call. However, those that do call, I no longer have to handle every call myself.

Even though the system has more functionality than we need it has been a huge time saver.

Jan 28, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I have been using Service Autopilot for just over a year. We do not need or use all of the features of Service Autopilot. Even thought we probably only use 1/3rd the functionality I have found the core features to be a huge help and worth the money.

We mainly use the system to generate manual invoices, charge credit cards, estimate, to dos, phone calls, notes and customer and lead management.

I am really happy with the mobile app and the new employee section is a huge improvement.

I recommend Service Autopilot even if the amount of functionality is overkill for your business.

Vendor Response

by Service Autopilot on January 28, 2015

Thank you Pam! We really appreciate having you as a member.

Very Easy to Use!

Jan 12, 2015
4/5
Overall
5 / 5
Ease of Use
4 / 5
Customer Support

Comments: My company had recently started using Service Autopilot when I was Hired in July of 2014. All of us were fairly new to the system. Especially myself. However, we all found out quickly how user friendly the system is. I found myself familiar with most of the system within a few weeks of using it and even able to teach others easily as well. The staff at Service Autopilot is always on call to answer questions. Having someone available who knows the system in and out makes learning much easier.
One drawback I see is not being able to group several jobs into a "project" like scenario. I have been told grouping jobs is in the works and may be available in the near future.
Overall the system is easy to learn and makes the business much more proficient. Service Autopilot is a great addition to our company and I certainly would recommend it.

Working our way to a business that practically runs itself!

Jan 12, 2015
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: We had to 'jump right in" and start using Service Autopilot in May of 2012 after our old scheduling software crashed during the middle of our busiest season! The customer service department had us up and running in a few days and we were on our way to making schedules again. They helped us set up our entire company, build packages, and train us all at the same time, understanding that we were in an emergency. However, that same urgency for customer service has continued to be provided to us after almost 3 years! It is hard to determine what is Service Autopilot's best feature, but their customer service department is certainly up at the top. Quick response times and the helpful attitude of each customer service agent makes it obvious that this company's priority is their users.

As a middle-aged user, I tend to get set in my ways with how my screens look, the process I use to do daily tasks, and am a little slower than I used to be in picking up new ways of doing things. It is probably easier for the younger user to catch on when new updates are made and features added, but in the end the realization that the software is only getting better makes the updates worth it. And as mentioned before, the customer service agents are always there to help those who are "a little slower" than the rest!

My most favorite feature is the fact that I can control my business from anywhere in the world. As a frequent out-of-country traveler, I am now able to schedule, close jobs, keep track of my employees, and send out bills all while in another country. I no longer have the feeling that my business is crashing down while I am gone, and I can be enjoying my time outside the country and only my staff knows I am gone!

I can confidently say that this software is one of the most powerful tools a business owner can have to organize, streamline, and take control of their business. I have used 2 other big-name scheduling programs, and Service Autopilot has exceeded my expectations in what a piece of software can do. My business is running more efficiently and I have been able to back away from daily operations and concentrate on the 'big picture' instead. I am excited at where my company is going and I finally have time to plan and take it there!

Awesome Product and Company!!!

Jan 08, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: 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.

Truly an autopilot for your service business

Jan 08, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I have been using Service Auto Pilot for over two years and all I can say is WOW! This is the software for anyone who wants to take their business serious. In two years I have witnessed the crew behind SA make leaps and bounds to meet and surpass my expectations of what a maintenance software should and can do. Everything from customer setup, estimates, accounting, service tracking, employee time clock, mobile scheduling, and so many things in between this does it all! I have had the privilege of metting quite a few of the staff as well as the creators, and they are very devoted to making this the best software for any business that expects more. The staff is friendly and have become extremely quick to respond to any questions or concerns. There is no doubt I would refer Service Auto Pilot to anyone who I wanted to help get ahead with their business.

Streamlines my day

Jan 07, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Service Autopilot helps keep me better organized and on task with my customers. I personally use the mobile app a lot and look forward increased functionality to come.

SA Is Saving Us Money!

Jan 07, 2015
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: Service Autopilot has been great for us, we are continually impressed with their customer service, training, and the benefits it has and is brining our company. We are also excited in the way they are always looking and developing better methods for doing the task we do, and new functionality.

Great Product

Oct 22, 2014
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: We are a full service maintenance company. I hate to admit it but we are at a point in our business we would be lost with out SAP. Everything about it is great. We have used several other programs for running the business and none are in the same league. As with anything that is as complex as SAP it does take some getting use to. Its not going to be easy to use at first but after you are comfortable with the system it very easy. When we hire someone new it usually takes them a week to get use to the system and by 2 months they are proficient. Nothing in life is easy though and I expect there to be a learning curve with everything, that's what is great about the free customer service. I could go on and on but bottom line is this is the best match for our business!

Highly Professional, Takes Getting Used

Aug 19, 2014
4/5
Overall
3 / 5
Ease of Use
5 / 5
Customer Support

Comments: Coming from a sales background I found SA was ready to track everything that might be important to note about clients. I actually found there was too many fields so I only use about %40 of them.

I have a small Lawn Maintenance Business. We do quarterly maintenance packages and 1 week, 2 week and 10 day mowing. I found SA's scheduling to be the best there is. I actually tried Jobber for a while but the scheduling wasn't customizable enough. With SA you can say something like: Perform Pruning and weed control 3 times per year in these date ranges and at least 76 days apart.

BUT. It takes lots of fiddling to understand every part of the program. I would recommend watching all the quick start guides (only about 1 hour training total, relatively little compared to one guys review). Then from there make sure you understand how scheduling is carried out in SA. After that you are ready to run. You can fool with tracking phone calls, estimates, to-dos, etc, later.

NOTE: There is no free* trial, it is a risk free trial. Meaning you do pay upfront and get refunded if you decide to leave.

NOTE: The Basic package (~47 / month) doesn't allow you to do Estimates or To-Dos.

Check it out and give it a go. I did all of my billing for 40+ projects in under 1 hour! Billing used to take me 3 working days to do and NEVER went out on the 1st of the month, EVER. I would pay for this service just for the billing capabilities.

Do not purchase waste of time and money

May 28, 2014
1/5
Overall
1 / 5
Ease of Use
1 / 5
Customer Support

Comments: 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

Vendor Response

by Service Autopilot on January 08, 2015

From Jonathan (CEO & Co-Founder): We refunded 100% of Chris's money. Both myself and our team tried numerous times to reach Chris by phone & email to make this right. Chris is absolutely correct. The website we built for him was a complete joke. It was 100% our fault. An individual on our team (no longer with us) put zero effort in to it and called it a finished product. We did not charge for the website it was free as part of a bundle promotion. However, our inability to deliver a quality website understandably tainted his entire experience with Service Autopilot. We offer free 1 on 1 training. We ask that members first spend 30 minutes learning the basics of SA. We do have numerous long videos for those that want all the details. But we also have over 300 videos 3 minutes or less. We absolutely offer free 1-on-1 training, unlimited free webinars and unlimited free phone support. We always have. Please read my full response here: http://goo.gl/d2Sdkz

Poor customer service

Apr 15, 2014
1/5
Overall
3 / 5
Ease of Use
1 / 5
Customer Support

Comments: Pros: Great concept to provide one system that runs entire company. Always improving the system. They fix bugs fairly quick.

Cons: System is slow and clunky. Bugs are common. No App. Only a mobile website.

Major Con: They charge $15 per user. I dropped $45 worth of users in November. Confirmed via chat support that they were dropped off my bill. I was charged December through March for the users I wasn't using and was confirmed to be dropped by THEIR employee.

I called to get the charges credited to my account considering they were at fault due to misinformation. I was told they can't refund. I insisted. The vice president called me the next day and left a voice mail saying he would credit me $90 out of the $180 they owe me. I called back to get the full $180 and was denied. I then asked to speak with the vice president again. He has yet to call me back a week later. I will be leaving this company over $90. I am a long time customer and have been loyal until this point.

Vendor Response

by Service Autopilot on February 17, 2015

Michael @ Lamar Cleaning has been a Service Autopilot member since 6/23/2012. As of today (2/17/2015) they are still a member. I believe their continued membership speaks to their real opinion of Service Autopilot. We resolved their concern 100% to their satisfaction back in April of 2014. Thanks, Jonathan CEO of Service Autopilot 972-728-4040

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

Sep 29, 2012
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: 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 .

Cons: 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.

Overall: I recommend Service Autopilot.