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Service Autopilot

Score8 out of 10

4 Reviews and Ratings

What is Service Autopilot?

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.

Categories & Use Cases

Top Performing Features

  • Task Management

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

    Category average: 9.1

  • Resource Management

    Resource management is workload planning to maximize resources.

    Category average: 8.6

  • Scheduling

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

    Category average: 8.2

Areas for Improvement

  • Team Collaboration

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

    Category average: 9

  • Document Management

    Document management provides for centralized management of all project documents.

    Category average: 7.9

  • Email integration

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

    Category average: 8.3

Scheduling and Tracking, hassle free.

Use Cases and Deployment Scope

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.

Pros

  • service history, tracking
  • service scheduling
  • service/client notes

Cons

  • 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.

Return on Investment

  • none

Alternatives Considered

Landscape Management Network (LMN)

Other Software Used

Landscape Management Network (LMN), Paylocity, Microsoft 365