Service Autopilot Reviews & Pricing

Key Features

• Activity Dashboard: Get real-time analytical insights into key business operations with a visual drag-and-drop widget-based dashboard. 
• Contact Database: Store and manage contact information of clients, staff, and third-party vendors along with communication history for easier access. 
• Scheduling: Create and schedule one-time, recurring and maintenance work order requests with a one-click scheduling feature. Assign jobs to field technicians automatically based on factors like competency, distance, service rating and more. 
• Dispatch and Routing: Send alerts to field technicians about assigned work order requests, along with dispatch directions and route instructions. Routing is synced with GPS tracking to optimize time and fuel costs in real time. 
• Work Order Management: Competently manage each work order by segregating field technicians based on location and competency, efficient dispatch and scheduling, tracking clock-in and clock-out time, tracking job progression, managing pending tasks, capturing key information, collecting feedback, managing invoicing, payment collection in the field and more. 
• Workflow Management: Automate end-to-end workflows from work order creation to payment and feedback collection to minimize manual tasks and save operational costs and time. Send automated notifications when a task or task status changes. 
• Sales and CRM: Capture, engage and convert leads from various sources, collect granular data for targeted marketing campaigns, assign leads to salespersons and optimize lead-close ratios. Ensure targeted communication and quick response rates for better conversion rates. Send estimates and proposals quickly using readymade customizable templates. Engage both potential and existing customers using CRM functionalities. 
• Call Center Management: Set up call routing, call flows, add a custom call greeting and enable one-click dialing for efficient communication. Log, record and track client calls to improve client satisfaction. Mask phone numbers of clients and field staff to maintain privacy. 
• Email Marketing: Improve email marketing through customer segmentation and engage with customers through promotional emails, alerts and notifications. 
• Alerts and Notifications: Send alerts and notifications to customers and field technicians through SMS, calls and emails. 
• eSignatures: Collect digital signatures on documents involving invoices, feedback, contracts, warranties, assets and maintenance work. 
• Quotes and Estimates: Create, manage and share multiple customizable quotes and estimates with customers to view and accept online. 
• Billing and Invoicing: Generate accurate and timely automated invoices based on service agreement terms, control overdue invoices, set credit limits, track partial payments, dues and overpayments to manage finances efficiently. Manage over-the-counter sales along with an integrated billing system. 
• Online Payments: Accept online and mobile payments through common credit and debit cards such as AmEx, VISA and Mastercard. 
• QuickBooks Sync: Integrate with QuickBooks to automatically sync job invoices, deposits and payments.  
• Inventory Management: Track, update and manage inventory items for multiple locations and vendors with built-in support for barcode scanning and label printing.  
• Document Management: Store, track and exchange several digitized documents with contractors and customers like contracts, quotes, invoices, service photographs, field notes and more. 
• Contract Management: Create, maintain and automatically renew customizable contracts and agreements with third-party vendors, sub-contractors, independent technicians and customers. 
• Payroll Management: Monitor office and field activity, work hours and employees clocking in and out to auto-populate payroll reports and calculate overtime pay. 
• Client Portal: Provide a customer portal with the ability to request work orders, access service history, submit feedback and manage billing and payments. 
• Website Integration: Enable easy scheduling and account management through integrating a well-developed widget in the business website. 
• Web Forms: Create, save and share customized forms and reports using an online form editor with flexible question type options. 
• Reporting and Analytics: Access real-time data for every aspect of your business. Use smart filters and date ranges to build dynamic reports. 

Limitations

•  Slow loading and outdated interface. 
•  Integration to QuickBooks isn’t smooth. 
•  Constant change in features leads to inconsistency in the product. 
•  Training has limited accessibility. 

Suite Support