Name: Service Autopilot
Rating: 8 (4 reviews)
Author: BACKTELL, INC

Digital Adoption

Help Desk

Web and Video Conferencing

Customer Support

Bug  Tracking

Mobile App Development

Push Notifications

WebOps

Development

Online Proctoring Software

Education

Audit

Business Intelligence (BI)

Collaboration

Communications Platform as a Service (CPaaS)

Email Spam Filter

Org Chart

Visual Collaboration

Enterprise

Accounting

Expense Management

Loan Origination

Payment Orchestration

Spend Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Leave Management

On-Demand Payment

Payroll

Succession Planning

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

API Management

Application Server

Browser

Cloud Storage

Component Content Management

Data Center Infrastructure Management

Data Observability

Data Pipeline

Distributed Denial of Service (DDoS) Protection

Enterprise Architecture Management

Fraud Detection

Hosted Virtual Desktop

IT Operations Analytics

Industrial IoT

Infrastructure-as-Code (IaC)

Integration Platform as a Service (iPaaS)

Internet of Things (IoT)

Interoperability

Monolithic Frame-based Disk Arrays

Network Performance Monitoring

Process Mining

Relational Database Management Systems

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Business Card Scanning

Content Management

Digital Analytics

Email Marketing

Heatmap and Session Recording

Landing Page

Marketing Automation

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Prototyping

Professional Services

Customer Relationship Management (CRM)

Multichannel Retail

Sales

Certificate Lifecycle Management

Security

Construction Accounting

Library Management

Utilities

Vertical-Specific

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### Scheduling and Dispatch
Users generally agree that Service Autopilot's scheduling and dispatch features are highly efficient and beneficial for field management tasks. While some users praise the software for its ease of use in scheduling, dispatching, and billing services, others express concerns about its complexity and lack of user-friendliness, especially for smaller companies. The automation capabilities offered by the software are highlighted as a significant advantage, streamlining routing and scheduling processes. However, there are occasional reports of glitches that users encounter while using the software. Despite some mixed feedback, the consensus leans towards acknowledging the software's strengths in scheduling and dispatch functionalities.

### Job and Task Management
Users appreciate Service Autopilot for streamlining tasks such as scheduling, dispatching, and billing, as well as its automation capabilities for both internal and external events. However, some users find the platform's extensive features to be daunting, with a steep learning curve and challenges in executing office tasks efficiently. While the software excels in automating time-consuming processes like invoicing, routing, scheduling, and marketing for field industries, there are concerns about the platform's integration with QuickBooks and limited mobile capabilities from an owner's perspective. Despite these drawbacks, many users have found Service Autopilot to be a valuable tool for optimizing routes, estimates, job management, and recurring tasks within their businesses.

### Routing and Field Service
Users consistently praise Service Autopilot for its robust routing and field service capabilities. The software's ability to automate time-consuming tasks like routing, scheduling, and dispatching has been a game-changer for many users. Despite some minor issues with QuickBooks sync and glitches in adding jobs in the field, the overall sentiment leans towards the software being user-friendly and efficient in managing field operations. The flexibility of using the software on both mobile devices and desktops has been highlighted as a key advantage, allowing for seamless workflow between field staff and office personnel.

### Accounting and Billing
Users consistently express frustration with Service Autopilot's accounting and billing features. The program seems to lack integration with QuickBooks, making it challenging for users to manage payments and invoices efficiently. Additionally, users report difficulties in scheduling client appointments and accessing detailed customer history for service calls. The lack of communication between different functions within the software hinders the overall accounting experience for users. Despite some positive aspects like easy payment acceptance, the general consensus leans towards dissatisfaction with the accounting and billing capabilities of Service Autopilot.

### QuickBooks Integration
Some users find that Service Autopilot's QuickBooks integration lacks ease of use and encounters issues with syncing data effectively. The program's functionality seems to fall short in terms of providing a smooth and efficient experience for managing accounting tasks. Users have highlighted challenges with scheduling client appointments and have expressed frustration over the lack of streamlined communication between Service Autopilot and QuickBooks, leading to discrepancies in financial records and customer service history.

### Pricing and Investment
Some users appreciate the cost-effectiveness of Service Autopilot's pricing structure, considering it a small investment for the range of capabilities offered. However, others express frustration over sudden pricing changes and lack of transparency, leading to mixed opinions on the platform's pricing and investment features. It appears that while some find the software's pricing reasonable and beneficial, others feel let down by the lack of communication and clarity surrounding pricing adjustments.

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.

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 is a scheduling software designed to help small business owners automate office tasks, and simplify their day-to-day operations. The software is particularly useful for Residential and Commercial Lawn Care Companies. With Service Autopilot, users can easily manage job schedules, track call details, handle payment processing and integrate with their website seamlessly.

Service Autopilot stands out from other scheduling softwares because of its unique features such as online property measurement which eliminates the need for onsite visits. It allows businesses to automate invoicing after service delivery, minimizing manual workloads associated with billing clients directly. Additionally, it offers custom reports that allow businesses to track key performance indicators (KPIs) such as revenue growth rates and operational efficiency metrics over time.

The mobile app functionality makes it easy for managers of field services to manage crucial business operations on-the-go from any location using their handheld device. Overall, Service Autopilot was designed to provide an all-in-one solution geared towards simplifying office automation functions and increasing the productivity of small businesses in the lawn care industry.

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

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Service Autopilot

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The Buyer's Guide to Project Management Software

Project management software is designed to help people involved in the project management process to initiate, plan, execute, monitor and close projects of any size and type.

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Likelihood to Recommend

Likelihood to Renew

Task Management

Resource Management

Scheduling

Workflow Automation

Team Collaboration

Document Management

Email integration

BACKTELL, INC

Project management software provides capabilities to streamline management of complex projects through task management, team collaboration and workflow automation

This includes the ability to plan, track, collaborate and report on tasks.

Resource management is workload planning to maximize resources.

Gantt Charts

Gantt charts are charts that show tasks or events along the y-axis displayed against time along the x-axis.

Scheduling capabilities allow users to set schedules on tasks, and create timelines and milestones.

Workflow automation is the ability to route work requests along an approval process automatically.

Team collaboration capabilities let team members work directly with each other and provide team updates.

Support for Agile Methodology

Agile is a time boxed, iterative approach to development that builds software incrementally instead of trying to deliver it all at once near the end.

Support for Waterfall Methodology

Waterfall methodology is a tradition development method that is linear and sequential.

Document management provides for centralized management of all project documents.

Email integration allows work requests to be made directly from email.

Mobile Access

Mobile access is the ability to access the software from a smartphone or tablet.

Timesheet Tracking

Timesheet tracking is the ability to track all billable and non-billable hours for each project.

Change request and Case Management

Change request and change management enables tracking of all customer requests including priority and timeframe.

Budget and Expense Management

Budget and expense management provides the capability to track all expenses by employee or department and link them back to department. It also enables hourly rates to be set.

Professional Services Automation

Features that support professional services organizations

Quotes/estimates

Ability to create, manage and send project fee proposals to customers

Invoicing

Ability to create, manage and send invoices to clients during or after completion of a project

Project & financial reporting

Ability to analyze project and financial data based on custom criteria to gather insights and improve business performance

Integration with accounting software

Real-time, two-way sync with accounting or financial software to facilitate project and financial reporting

Paylocity

Microsoft 365

Manager of Human Resources

Service Autopilot 2023-04-05 10:20:17

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Project Management Software

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.

Landscape Management Network (LMN), Paylocity, Microsoft 365

client history tracking
client service scheduling

multi service schedule coordination
internalized client notes
service specific notes

Service Autopilot

Overview

What is Service Autopilot?