Service Autopilot, from BACKTELL in Richardson, is a business operations management system for small home services businesses.
N/A
Whimsical
Score 8.5 out of 10
N/A
Whimsical is a visual workspace application from the company of the same name in Denver, allowing users to create collaborative wireframes, mindmaps, flowcharts, and sticky notes.
$12
per month per editor
Pricing
Service Autopilot
Whimsical
Editions & Modules
No answers on this topic
Pro
$12
per month per editor
Business
$18
per month per editor
Enterprise
$240
per year per editor
Offerings
Pricing Offerings
Service Autopilot
Whimsical
Free Trial
No
No
Free/Freemium Version
No
Yes
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
No setup fee
No setup fee
Additional Details
—
17% discount for annual billing on Pro and Business plans.
More Pricing Information
Community Pulse
Service Autopilot
Whimsical
Features
Service Autopilot
Whimsical
Project Management
Comparison of Project Management features of Product A and Product B
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.
It's extremely well-suited for rapid wire-framing of concepts, as product teams can quickly collaborate on any idea and create a visual blueprint of it. Whimsical could provide more intuitive feature prioritization templates. The current templates lack the necessary detail and could be further enhanced from a UI/UX standpoint.
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 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
Whimsical is overall very easy to learn and remember. One issue with the usability occurs when you attempt to move connected boxes around the workspace. Frequently connections break or do not add easily, causing further disconnects. You can manually fix these issues, but it's a oprobem that seems would have an easy fix
I reached out to support, as I was interested in possibly investing in the organization, and they quickly and happily informed me they are a bootstrap organization and do not take on investors at this time. The swift response and information readily available for my consumption was extremely helpful and shows how solid the team behind it is.
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.
ClickUp's mind mapping tool was very basic and hard to use from my perspective. Whimsical was by far easier and did what I wanted for a SaaS/cloud-based mind mapping tool. Xmind is fine as a desktop app, but updating the app was a pain whereas, with Whimsical I don't have to worry about that. Also, I wanted to continue working on a mind map wherever I was, even if I didn't have my laptop or device with me and Whimsical allows me to do that.
