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Scheduling and Tracking, hassle free.
Updated April 12, 2023

Scheduling and Tracking, hassle free.

Kelly Leech | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Service Autopilot

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.
  • 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.

Do you think Service Autopilot delivers good value for the price?

Yes

Are you happy with Service Autopilot's feature set?

Yes

Did Service Autopilot live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Service Autopilot go as expected?

I wasn't involved with the implementation phase

Would you buy Service Autopilot again?

Yes

Landscape Management Network (LMN), Paylocity, Microsoft 365
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.

Service Autopilot Feature Ratings

Project Management
8.0
Task Management
8
Resource Management
8
Gantt Charts
Not Rated
Scheduling
8
Workflow Automation
8
Team Collaboration
8
Support for Agile Methodology
Not Rated
Support for Waterfall Methodology
Not Rated
Document Management
8
Email integration
8
Mobile Access
Not Rated
Timesheet Tracking
Not Rated
Change request and Case Management
Not Rated
Budget and Expense Management
Not Rated
Professional Services Automation
Not Rated
Quotes/estimates
Not Rated
Invoicing
Not Rated
Project & financial reporting
Not Rated
Integration with accounting software
Not Rated

Using Service Autopilot

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.