Easy Projects is a project management tool designed for a wide range of businesses (small to mid-sized and enterprise level). It includes both basic features like creating projects and tasks and filling in the calendar, and also some advanced ones, including an interactive Gantt chart, an executive dashboard, time tracking and billing. It provides integration with MS Outlook, is customizable and has SaaS/On-Premise options.
$15
per month
Service Autopilot
Score8 out of 10
N/A
Service Autopilot, from BACKTELL in Richardson, is a business operations management system for small home services businesses.
Each member of our team can choose their own view, so they can see only what is relevant to them. Plus, we can keep track of everyone's progress without bothering them. Our team loves that everyone can have a different view, so they see only what's important to them. In addition, we can keep tabs on everyone's progress without pestering them. The user interface has some nice quality of life features, such as the different views for different members of our team.
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
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.
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
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
Easy Projects has some problems when it comes to accessing the site via different methods/browsers. It is either very slow or never works on a tablet. It is not smart-phone friendly. And it stopped working for us in Firefox -- all we could use is Safari or Chrome (we are a Mac-based office).
Easy Projects' email notifications are overwhelming. I turned them off completely since I was getting messages every time one little detail was added or changed.
While the reports are great, they are somewhat hard to pull. It takes a lot of trial and error -- I would not say the reports are an "intuitive area."
The biggest by far is what we fondly call "the screen of death." When you mark the last open task associated with a job as complete, a screen pops up that asks if you want to close the overall job, as well. The "yes" field is pre-selected, so if you are overzealous and click through quickly, it automatically closes the job. I don't know why they think this feature is helpful. We have so many staffers that complain they suddenly can't find their open job -- well, it's been marked completed and goes into the archive.
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
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.
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
EP is great but could be better. EP has been a wonderful tool within our organization, it has helped us control expenses, resources, and the time needed to invest in each project, however when it comes to presenting reports and details it is a bit weak, there are more tools specialized in data visualization, and it would be good to make some kind of integration between EP and the other market alternatives
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
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
In my personal experience, I only needed EP support once and the truth is that they attended me very well and very quickly, they helped me with what I needed, it was a question regarding the use of WebServices, they solved my doubt and then they contacted me another agent to verify that everything was resolved and if they could help me with anything else
East Projects integrates with other financial systems such as NetSuite and Compass, which allows a great financial view into the existing and future projects and overall financial health of our resourcing. Other systems, such as Wrike and MS Projects, just focus on project/task management, whereas this is a one-stop shop. It also allows us to manage internal resources.
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.
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
Increased team collaboration improved the results significantly, because we managed to reduce the amount of time wasted on unnecessary iterations, therefore reducing costs.
The reasonable pricing enabled us to enjoy the service we needed with with less impact on our budget than we've expected.
