Service Autopilot Erfahrungen

We have had a really good experience. We know SA cares and they are making changes to the system to better help us. All the people at SA are great quality people.

The customer service is terrible. We have had many problems and glitched with Service Autopilot that have cost us tens of thousands of dollars. Service Autopilot refuses to fix its software, has no plan to fix it, and will leave us hanging for months with no answers.

Overall it’s been a great experience . Been with SA for many years

Service Autopilot (SA) is the hub of the entire business as it contains all lead, client, and employee information.  All the business’ services are scheduled and dispatched through Service Autopilot.  The technicians use the SA app to receive their jobs notes and punch in and out of their jobs.  Cleaning estimates and invoices are distributed through SA.  We use the reporting feature to pay Sales Tax and keep our eye on Key Performance Indicators.  SA is our Customer Relationship Management tool used for email marketing and chat messaging.  We also use automations in Service Autopilot to send reminders before cleanings, after-job quality surveys, and client onboarding emails.

Customer service used to be good, they answered the phone! Now they want on line chat and don't answer the phone; you have to leave a message. A few times, my call wasn't returned. Or, they call back after hours even if you let them know you are in a different time zone.
They say they will look into issues (bugs) but I never see anything change.
I don't like being told to watch a video to learn how to do something.
I'm getting very discouraged and am thinking about moving to another software

Superb. We have looked at other software alternatives and nothing can touch SA in terms of comprehensive capabilities, flexibility and automations. The price is outstanding for all of the funcionality.

It was a challenge getting everything set up, due to so many different processes in need of consideration and thought, but if you put in the time and take advantage of the training sessions and/or help available via Google & Youtube, you will not regret choosing this software.

Without this company my life wouldn't be what it is today. Its truly made my business and my life easier in so many ways. I used to have thousands in collections, now in 2019....$0.00 Yep, nothing because we charge credit cards and an automation collects a new card when they get declined, by itself! While I am doing other things making money :)

One more thing I want to mention is that anything that this software lacks is surely coming in the future although I cannot think of anything. One of the founders has experience building a multi-million dollar service business so think about it, do you think he might know a thing or two about whats needed to build a business like yours? He struggled and got through it and now this business has thousands of clients!!!

I started writing this review because I was helped so much by them the last few weeks I was moved to share it with you on this site. I hope someone finds this helpful.

Much easier than using a spreadsheet and hand inputting info into invoices and estimates.

Hello I started with service auto Piliot in March 2014. I had extremely high hopes and what they offer or said they offer I thought was exactly what was needed to run business. Wow was I wrong and they are a joke. I paid $108/ month for March April May. I cancelled end of May. Called Credit card company and disputing charges for fraud.
They stated for fee a website they would build. I had info to them in 5 days of sign up on March 8. May 27 I finally was able to review the website. Let's say I had 5 people provide opinions. 1 said ridiculous a 4 year old could do better. 2 just stated you have been had. Get money back.your site is a joke. The last called me in such disgust and wanted the company information cause he felt they were a fraud of a company and wants to make sure this happens to no one else. The site stated we mowed lawns and next sentence asked to call to have swim pool opened. One area stated to check out our lawn care services and then listed swimming pool services. The pictures and format is something from th 80's. I do have screen shots and they stated its first one with this new format. I tell you this site would not have been acceptable for any company and back in times when we all used dial up. It was that sub par.
The accounting services. I watched what felt like hours of videos and you will cause its set up that way. The gentleman who does them rambles on and on says the same thing over and over and what he accomplished in 19 min of video He could have done in 5. I spent hours and hours learning and finished criteria they ask you to do so you can have your one on one training session with a tech. I asked so many times to get my one on one I was begging by May. Each Time a new video of step to complete. I finally screamed I am paying for this I will sign a form if I waste my one on one training phone call I will not ask for another one. ( they stated they do not do the one on one training unless you complete certain steps cause they do not want you to waste) That did not work and no one on one. I can go on and on. It looks to me like they have a great base system and now are using it to make money to figure out how to implement to different fields of work. They offer websites and have no clue how to make one and the wording was poorly done. I beg of all you business owners. I truly wanted this to work. I sent clients letters raving about our new system, client portal and website. I wasted 3 months and now have to start over

We started using this in 2015. Many of the features that were rolled out since are not useable by us, or are too expensive for the value. Known bugs have not been worked out, such as the 5+ year problem with download XLS files on a Mac. The biggest problem is that the mobile app hasn't been restructured in the time we have used it. Even in 2015, the mobile app was nearly unusable, and it really hasn't changed.

The potential for making mistakes in scheduling jobs is high. These user mistakes can lead to jobs simply disappearing, or unable to be found. We run a fast and furious company, and software needs to be bulletproof and easy to use; but Service Autopilot takes a lot of concentration and time to be sure you are doing things correctly.

It is a complex piece of software, and has many awesome features. But if the features don't work properly, then. it is unusable. In fact, their latest release, V3, is a disaster. The interface is unforgivingly bewildering. We have tried to use this software effectively, but can no longer wait for the 5 years old bugs to be fixed.

We started using this program this season. Previously we tried another system that was atrocious to implement. SA has been much better, but also has some serious issues.

First major problem: We offer 2% 10 day discount, have for over a decade. There is no accounting setting for this in SA. I can accept payments into SA and add it as a line item with another 4-5 steps per payment. It's not a savings of time, or effort. If I enter the payment through QB Pro with the discount, SA does not recognize the discount and the customer has a past due balance. This can later be "adjusted" with more steps.
Second major problem: If you use QB Pro for accounting (purchasing material for jobs or using it out of inventory, and assigning the expense as billable to the customer) you can not easily add the billable charges from the QB Pro side and have it sync to the the SA side. YOU MUST MANUALLY SYNC EVERY TIME before switching from QB Pro to SA and vise versa if you are adjusting invoices to avoid losing data.

This program is mostly good for tracking time. It has good features and is pretty easy to navigate. Customer service has been very good and helpful.

We have not been able to reach our goal of eliminating paper records from the trucks, but still intend to do so, perhaps with SA involved. It's still too easy to lose data with SA in the trucks. I plan to continue working with the software to see if we can indeed get it where we need it to be during the slow season.

An observation about the company: The culture of SA is to push more products (acadamy, sync, training convention, etc...) and the constant statement that you need to "follow their program" in order to be successful. This is the only way you can do so. And the new products/ services keep coming, but I still see the same glitches in the core program. Maybe they should follow through with the original and make it a little stronger before chasing the next rainbow. .... I just keep getting the feeling like when I used to deal with a big bank. They want you to be so entangled with multiple accounts, programs, etc.. that even when you want to, it becomes difficult to extract your business from them.

My overall experience with Service Autopilot was good, it just didn't provide everything I needed as we transitioned more into pest control.

After submitting a solid dozen or so "Trouble tickets" for them to look into "Fixing" issues.... nothing ever comes of them. Its become quite the joke. It gets old. They are always pushing new features, in order to up the amount they can charge. They are fairly expensive compared to many others, but I was willing to pay whatever I needed to, in order to run an efficient company. With all of the issues they have, they fall flat. Oh, and they are upping their prices again in 2 months. I can't even justify the thousands I pay them already per year! So we are changing companies. Hopefully we will have better luck this go around.

Service Autopilot has not just been another CRM to hold customer information and track sales.

As a $5MM+ service company with a database of over 55k contacts and their related records, choosing the right software company to transition to was very critical. We had long outgrown our previous CRM and until Service Autopilot we had almost given up on finding a real solution that would fulfil our needs to help us continue to grow and improve our system in the process.

Service Autopilot has brought the whole spectrum of a service business together in an easy-to-use format for us.

From incoming leads to re-marketing to previous customers and everything that happens in between Service Autopilot is a complete solution that saves times, increases efficiencies and pays for itself.

Their awareness of the swift technological changes, attentiveness to member's needs and rapid/timely upgraded solutions is what separates them as the dominant player in the service-software market.

In addition, everyone from the support staff to the leadership team of Service Autopilot has proven to be extremely receptive and helpful to provide answers and solutions to its member's needs.

This is one of the most valued partnerships we have ever established and are looking forward to a long-lasting relationship as we both grow together.

Overall a good software with some excellent people in the company. They just need to slow down enough to ensure transitions from other software is done accurately, focus on service and resolving known issues before adding more features. I would choose this software again.

No idea why some of these major bugs havent been worked out and why the current system hasnt been tweaked.

I have been using Service Auto Pilot since November of 2012.

Setting up Service Auto Pilot:
We set this product up in the winter of 2013 and spent a few weeks doing this. I would highly recommend doing this in the off season. You have to be disciplined and watch the videos. Don't try to set up everything. Try it and use it. You will learn more using it and it is very easy to make changes as you go. We are three years in and we make changes all the time to improve our time management.

Customer Service:
This is one of the bright spots of this business! These folks always respond and have spent hours with me and our staff as we learned all of the features of this product. They have helped us set up our invoices, estimates, packages, and services. They are really 2nd to none and I can't say enough about how much they have done for us. This product would be worthless without their customer service and they realize this. They have delivered in this area a hundred times over.

How we use the product:
We email all estimate and invoices.
We charge credit cards for 95% of our business all done through the system.
We send all route sheets to our crews daily and if we need to change them they get an update in the field.
We are able to track and see what properties our crews have completed in real time.
We can send advertising emails to all of our customers with a few clicks and in less than 5 minutes.
We can track phone calls and keep important information about our customers for future reference in the customer file.
Our customers can log in to their Service Auto Pilot account and change their credit card info, see their invoices, and request services. All of this is tracked in the system and notifies our staff when this happens.
All of this is cloud based which means that I can work anywhere in the world. Many days I work from my car in the field as I meet my customers and work with my crews.

I could go on and on about this product. In the past 2 years we have added over 400 customers. This product didn't do that but it has made adding that many customers easier and quite frankly it would have been impossible without a product like this.

Any time I have a question and need assistance, I have always been able to easily access customer support. The majority of their staff seem very knowledgeable regarding what the software is capable of doing.

We started using Service Autopilot in January 2016. Service Autopilot has been a wonderful tool for streamlining the maintenance aspects of our business from scheduling to billing. The integrated mapping service makes it a breeze to modify existing routes. Scheduling changes are accomplished with just a few clicks. I love the budgeted vs actual job hours feature as it allows us to see which jobs and or crews are most profitable. My favorite feature is that billing is literally done with the push of a button. No more long weekends or translating spreadsheets to send out invoices! The mobile app has been an invaluable tool for logging labor in real time and tracking crew location. I love the United States based customer service. The Service Autopilot customer support unit is always courteous and knowledgeable. Additionally, there are online training videos available which are always continually updated. Service Autopilot made implementation of their software as easy as possible with their extremely helpful and patient launch and implementation staff.
I look forward to learning more features of Service Autopilot to help make our company even more profitable in 2017!
Renee Linkner
Lawnovations
Office Manager
Tulsa OK

We are thrilled and love the software and its functionality. Most people don't understand the full capability of the software compared to the cost. Its very minimal money for alot of capability. We have personally gone through 4 other software programs in search of the right fit for us. SERVICE AUTOPILOT was it. From implementation to tech support we love our SA family.