Service Autopilot vs. Zenkit

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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Zenkit is a good tool to manage your own projects and sharing progress with colleagues. If you are looking for a tool to accomplish this use case, Zenkit would be my first recommendation.

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

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• Multiple Views - Kanban.Cards, Lists, Tables & even Mindmaps
• Addition of custom fields which included numbers
• In table view this can be filtered & numbered fields can have totals at the top.
• Zenkit has handy pre-buitl templates for different kinds of use such a CRM
• Has the ability to change field content across cards via bulk action. Neat!
• Can have formulas in Cutom fields
• Calander syncs to Google calendar
• Can bulk import Trello lists & cards easily

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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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• There are some instances where the dashboard gets laggy and buggy. But goes back to normal in a few minutes
• Integrations still not that advanced--but there's still room for improvement
• Not recommended for teams with more than 6 people-- you will need to upgrade your account to Premium.

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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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The support is always friendly and offers fast solutions if possible. Bugs were removed in the next hours after contacting the support. They have also a lot of tutorials and great documentation.

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 described before, Zenkit adds a lot more flexibility to the things the other applications can do. But this also means that there is no predefined structure which might be helpful for some people. Zenkit is working on that and is releasing some apps building on the core, so that could improve over time.

• For the price, it is definitely worth a punt.
• Helped me manage tasks, processes and strategic goals thus saving time & being more efficient.
• SImple to learn & plenty of tutorials so onboarding was straightforward.

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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