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Service Autopilot

Service Autopilot

Overview

What is Service Autopilot?

Service Autopilot is an all-in-one scheduling software designed to help small business owners manage their time more efficiently. The platform is built for service-based industries such as lawn care, cleaning, security, and pool cleaning companies. With Service Autopilot, users can automate time-consuming...

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Recent Reviews
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Pricing

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N/A
Unavailable

What is Service Autopilot?

Service Autopilot, from BACKTELL in Richardson, is a business operations management system for small home services businesses.

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Demos

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Service Autopilot Demo

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Product Details

What is Service Autopilot?

Service Autopilot is an all-in-one scheduling software designed to help small business owners manage their time more efficiently. The platform is built for service-based industries such as lawn care, cleaning, security, and pool cleaning companies. With Service Autopilot, users can automate time-consuming office tasks like scheduling, routing, field service scheduling communication, service business marketing, billing, call center management, finances and more.

One of the key features of Service Autopilot is its ability to estimate from the office using GPS-based property measurement tools without the need for onsite visits. This feature alone saves users a significant amount of time every week. Additionally, automatic invoicing and custom reporting allow users to stay on top of their invoices while tracking key performance metrics with ease.

Finally, users can take advantage of the software's mobile app that enables them to remotely manage field services effortlessly. Overall Service Autopilot aims to streamline office operations & improve productivity by automating essential day-to-day administrative duties so entrepreneurs can focus on growing their businesses without losing sight of vital details.

Service Autopilot Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews and Ratings

(3)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Users have made several recommendations based on their experiences with the software. The three most common recommendations are as follows:

  1. Consider testing other platforms first and evaluating how customers will interact with the software. Users believe that there may be a learning curve and limited help from the help desk, so it is important to explore alternative options before making a decision.

  2. Utilize the video training provided by Service Autopilot. Users suggest taking advantage of the training materials to better understand the software's features and functionalities. They acknowledge that it may take some effort to set up, but they believe it is worth it in the long run.

  3. Exercise caution when relying solely on software calculations and recommend double-checking for mistakes. Users mention that the software can be buggy and complicated, requiring constant customization. They also note limited reports and the need for manual work to create custom reports. By validating calculations and reviewing data manually, potential errors can be avoided.

These recommendations reflect users' experiences and provide valuable insights for those considering using Service Autopilot for their business management needs.

Attribute Ratings

Reviews

(1-1 of 1)
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Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use Service Autopilot for customer service scheduling and tracking. This has saved us time more than anything as having it all in one digital system allows us to pull up data at any time from any computer to assist clients and our teams on when and what services are to be completed, pricing, and any other notes specific to the applicable customer.
  • service history, tracking
  • service scheduling
  • service/client notes
  • 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 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.
Project Management (14)
40%
4.0
Task Management
80%
8.0
Resource Management
80%
8.0
Gantt Charts
N/A
N/A
Scheduling
80%
8.0
Workflow Automation
80%
8.0
Team Collaboration
80%
8.0
Support for Agile Methodology
N/A
N/A
Support for Waterfall Methodology
N/A
N/A
Document Management
80%
8.0
Email integration
80%
8.0
Mobile Access
N/A
N/A
Timesheet Tracking
N/A
N/A
Change request and Case Management
N/A
N/A
Budget and Expense Management
N/A
N/A
Professional Services Automation (4)
N/A
N/A
Quotes/estimates
N/A
N/A
Invoicing
N/A
N/A
Project & financial reporting
N/A
N/A
Integration with accounting software
N/A
N/A
  • none
  • Landscape Management Network (LMN)
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.
Landscape Management Network (LMN), Paylocity, Microsoft 365
13
We use Service Autopilot for scheduling reoccuring services, as well as keeping a highly documented history and account of what services were completed, any notes associated with the clients property or specific service, as well as internalized notes referenced to the client.
1
We currently have one person who is well versed in the Service Autopilot program however, we typically reach out to their support team for any issues, technicalities, and program features.
  • client history tracking
  • client service scheduling
  • multi service schedule coordination
  • internalized client notes
  • service specific notes
  • continuing what we currently do
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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