4Clicks for Federal vs. Service Autopilot

If you are considering purchasing this (very expensive) software, there is a 100% chance you are doing so because you have been awarded a Government contract that dictates you use 4Clicks Project Estimator. There are plenty of easier to use estimating packages out in the world, but you can't use any of them if you have a contract that requires 4Clicks.

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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.

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• The estimates it produces are simple and easy to follow. The formatting is good.
• The tech support provided is very attentive.

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

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• The software feels 20 years old. It has not kept up with modern times, and practically functions like an old DOS program.
• Clunky interface, arcane commands.
• Even their training info focuses on hotkeys like this is 1995. Even though I am of an age to remember computers in 1995, the younger generations of managers/estimators are not. It is time to bring the software into the new century!

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• 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.

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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

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WinEst uses much the same database (RS Means/Gordion type) and has a similar interface. It is a bit cheaper.

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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.

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• As stated before, if you are buying this software, it is because you have a contract forcing you to. While it does work, it is clunky, awkward, and very expensive.
• The price of the software and databases has always been high, but with the fairly recent acquisition of 4Clicks by Gordion (who also bought RS Means for their databases), there is literally no competition. Prices will continue to be very high, with no check on how high they can go.
• Again, can't fault 4Clicks tech support, as I think it is the best in the industry. They know their product and they respond to issues immediately. Considering what we spend a year for this product, however, you would expect nothing less.

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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