Deltek Vision (legacy product) vs. Service Autopilot

It is very well suited for Project Accounting - we have thousands of Project codes in the system. I wish it were easier to make changes to data already entered. You have to jump through hoops to make any changes or corrections and timing is everything.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Service AutoPilot is a fantastic system for client service tracking and scheduling. While there are a few features and details I would personally like to see changed or added, the ultimate purpose of the system is well executed, fairly simple to use, and easy to understand. My recommendation would be to add more specific details such as canceled or closed clients and closed/canceled service history on active clients to remain permanently.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Deltek is a very integrated system for accounting purposes. It stores documents as support for postings (e.g. AP invoices) so you can easily access the source information.
• Time tracking for our consultants is a must and Deltek has a good platform for tracking time and for accounting for time.
• Deltek has the ability to run almost any kind of report that you could possibly think of! There are fields for almost everything and if there aren't specific fields you can add them.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• service history, tracking
• service scheduling
• service/client notes

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Deltek Vision's use of the desktop browser interfaces could use some major upgrades. It's not very user-friendly. When a field is left blank it would prevent the user from saving the timesheet but would not clearly inform the user where the error has occurred.
• Deltek Vision should provide a simple method to print summaries like have its own built-in pdf export program instead of relying on a 3rd party program like Adobe.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• when closing/canceling a service completely from a clients account it would be nice to still have the history to see what they had done in the past incase they change their mind later and wish to continue the service
• cancel/closed client historys would also be nice as if someone sold their home, it would be nice to be able to see what was done on that property prior to inform new owners, etc.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Because we are looking to upgrade to the next software level of Deltek.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Service Autopilot has a versatile set of features that we use across all facets of our business. We use it for history tracking on clients properties, notes specific to the service and/or the client, as well as pricing details

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

It's on the verge of being awesome. Right now it's a matter of money -- if you have the money to hire consultants round the clock, yeah this is awesome.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

99% of the customer service specialists and technicians that I've encountered are quite awesome!

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

We have used Deltek Vision and previous versions (names) of the product since the early 1990's. We are engaged in the system and are committed to the continued use of the product. I have long supported the value added to our company and benefits realized by our users.

We use the two systems collaboratively. Both systems offer different features which we use bits and pieces of what we need from each to make the system work for our needs.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• We went from using a DOS-based accounting system that all the management had to go to Accounting for a weekly printout of status reports, and there wasn't much visibility into the network. Deltek Vision gave our PMs and management information at their fingertips, without having to wait on someone else to get the info.
• A lot of quality control was handled outside of an electronic system through Microsoft Excel forms. With Deltek Vision's user-defined functions, we were able to bring those functions into a system that could then be reported on, send automatic reminders, and create dashboards. This has been hugely beneficial in not losing sight of action items etc.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info