KeyedIn Enterprise vs. Service Autopilot

KeyedIn is well suited for a number of projects from IT, Sales, Development and Marketing. It is pretty flexible so implementing it into any number of workflows seems fairly easy due to it's customizability.

Incentivized

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

• Easy tracking and a 360-degree overview of every ongoing project.
• Allocation of work to employees according to skill level and qualifications.
• Tracking project expenses and actual revenue.

Incentivized

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

Incentivized

• Update to Color/general Interface
• The Ability to Download All Attachments at Once

Incentivized

• 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

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

It is used to fully automate every stage in the project lifecycle and forecast on resources required to successfully complete projects. It empowers managers to complete projects in time and within the allocated budget. One of the many features that make this platform unique and suitable to many modern businesses is the portfolio management feature.

Incentivized

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

• In the sense that it has assisted in closing projects more quickly so that they may be invoiced for, it seems like the ROI is a pretty quick turnaround
• By breaking out tasks into a well defined workflow it allows for accountability and consistent project delivery across all agents.
• Providing services that the end user feels satisfied with is definitely a top goal. Having well defined workflows has also helped address problems by reducing the variance in each project.

Incentivized