Service Autopilot, from BACKTELL in Richardson, is a business operations management system for small home services businesses.
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Teamwork.com
Score8.9 out of 10
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Teamwork.com is a project management platform built specifically for client work. The platform helps users deliver work on time and on budget, eliminate client chaos, and understand profitability. Teamwork.com’s customers track and manage their projects with a suite of integrated solutions such as helpdesk, collaboration, knowledge sharing and customer relationship management add-ons, enabling Teamwork.com to be the ‘one-stop shop’ solution for business owners. Headquartered in Cork,…
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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Teamwork is awesome for teams who need a flexible tool that supports all types of projects. Since it supports kanban it makes visualizing the work to be done and the work in progress very easy. The Gantt chart support is decent and helps to understand how a team is doing when it comes to getting work done in a given time frame. Teamwork isn't a great option for companies that have a bunch of projects going simultaneously due to the way Teamwork structures their billing based on a number of active projects.
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. TR verified that a representative sample of customers was invited. 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
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
Visualization needs to be improved, charts graphs are limited
Value stream mapping should be available to determine and prioritize the work.
Documentation should be available stepwise with export and printable facility.
It should be configurable like ERP with cross functionalities of different users, where users login, assign and approve the work, job or project details, where it should be collectively effected on a project.
Add many examples, little more AI, Machine learning required for suggestion and recommendation. It would be a plus point
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 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
We are already at an annual contract, and have been for the past 5 years; so far the system has delivered, and our personal is already trained in it. A major overhaul of our entire infrastructure (as in moving everything to a single, unified platform) might change the current continuity of Teamwork Projects on our organization, but that's not feasible in the near future.
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
I give it a 9 out of 10, because there is a bit of a learning curve when you first start using Teamwork Projects because there is a lot to learn & recognize where to find it. They do offer a good range of tools that can be applied to every project - So say you're working on an internal project and don't need Milestones or Billing, you can shut those modules off. This can help simplify the interface for beginners. Once you've had a few days in Teamwork Projects, I think it's a 10/10 usability. It's very easy to accomplish your tasks and keep track of what you're managing.
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
We've been able to meet with the customer success team on multiple occasions to discuss the roadmap and learn about the company culture. Being based in Ireland, we occasionally have to wait until they wake up to get support requests handled in the states and larger conversations about big enhancement requests were politely collected but not followed up on
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
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
I spoke about this quite a bit before, but as far as usability goes, Microsoft Projects is totally useless for me, so I avoid it at all costs. Basecamp was just a task management app and had very small feature set beyond that. We had to rig it to do other things for us, but it failed at that. Asana was a very nice app to trial, but it lacked many of the features that we were looking for.
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
Teamwork was a great starter into project management software. We were WAY more organized and efficient than we ever were with Trello boards and the PM software included with our accounting system.
Clients were mostly pleased with interacting with Teamwork, and appreciated the ability to track their comments and requests in one place.
Ultimately, we stopped using Teamwork after about 6 months because we need something more focused on web development projects specifically
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
