I think Microsoft To Do is helpful for people who don't need a lot of customization in a task manager. I prefer using 3rd party task managers that allow me to create projects with tasks and subtasks. But for a team that already uses Microsoft products and doesn't want to learn or invest capital in another task manager, Microsoft To Do covers the basics and syncs with your calendar.
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.
Wunderlist is what you need for your to do lists. It's really simple to use.
Allows you to set due date to your lists, share them with your team and/or create a folder to divide and organize all your list set
Also, Wunderlist is compatible with all platform and devices. So you can always be updated on your list or work on them from wherever you are and with all the devices you have.
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.
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
User friendly, easy to configure, and VERY simplistic. I particularly use heavily the phone app feature. While others in the room are on social media, I am reviewing my tasks and this triggers other tasks I know I need to get done. I like the sense of accomplishment of moving things to the completed pile as well.
I have not had an issue where I needed to reach out to Wunderlist, but I know their contact and online chat is easy to access and feel confident that they would be helpful. My only worry is Wunderlist is becoming Microsoft to-do in May 2020, and I believe the app will become worse after that.
It's a small tool compared to bigger project management software, but we found that they work perfectly together. It helps you declutter the larger PM tools, keep your smaller tasks in-line and make sure they get completed. When you're working in a creative agency, ideas and tasks are flying around, so having a tool like this that keeps you accountable and reminds you of your tasks is a must!
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.
