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.
Likelihood to Recommend
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.
