Birdview vs. Service Autopilot

I think as a project management software, Easy Projects is great. We used spreadsheets before, and that led to a whole mess of confusion. Easy Projects gets everything in one place online -- you can access it from anywhere with an Internet connection and everyone is working off the same files. This works well for us as a marketing/graphic design group. Our colleagues in web design use it, as well, I'm told with success. So I know those two scenarios will work with the Easy Projects system. If you are selecting project management software, definitely know what you need a system to do in its most basic form -- then see what additional elements appeal to you. One thing you may want to investigate during your evaluation of Easy Projects is server space. We host this program and its files on an internal server, so we have to be sure there is enough space to accommodate open jobs and archive files.

Incentivized

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.

Incentivized

• Easy Projects is great for project management. It allows you to assign users, set tasks and end dates, and keep it all together in one working file/job. It's a project manager's dream -- you can look inside and see exactly what is going on and any missed deadlines.
• Easy Projects allows good customization of the fields. We have worked it so that in a job file, we can enter info about things specific to publication design -- size, file format, delivery location, etc. And we've been able to change these further over time as our needs change.
• Easy Projects allows for archiving of completed jobs. You don't have to see them every time you log in, but it's great to be able to go back and search through completed jobs (even several years back) to see what was done last time, who was assigning, costs, etc.
• Easy Projects allows you to pull reports and export them. This has proved helpful when we needed an overall log of jobs for a client or to pull a large number of costs.

Incentivized

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

Incentivized

• Would love to see a way to create a project plan that is user friendly with various colours
• More robust reporting that would provide easy view to budget by task by person
• Would like to view various projects in different windows without going back and forth

• 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.

Incentivized

EP is great but could be better. EP has been a wonderful tool within our organization, it has helped us control expenses, resources, and the time needed to invest in each project, however when it comes to presenting reports and details it is a bit weak, there are more tools specialized in data visualization, and it would be good to make some kind of integration between EP and the other market alternatives

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

Incentivized

EP is easy to use and adaptable, its menu is intuitive and the design is pleasant.

In my personal experience, I only needed EP support once and the truth is that they attended me very well and very quickly, they helped me with what I needed, it was a question regarding the use of WebServices, they solved my doubt and then they contacted me another agent to verify that everything was resolved and if they could help me with anything else

I am really satisfied with the implementation of EP in our organization, since it is a very useful tool in our day-to-day work

Most project management systems are fairly the same, however, this would be better than monday.com in that it is more suited for project management professionals, and monday.com is more for anyone to use because it's more simple. This means Easy Projects are better equipped for the details needed to manage a project. The only drawback if you are a small group is that monday.com offers a free version where Easy Projects does not.

Incentivized

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.

Incentivized

• Increased team collaboration improved the results significantly, because we managed to reduce the amount of time wasted on unnecessary iterations, therefore reducing costs.
• The reasonable pricing enabled us to enjoy the service we needed with with less impact on our budget than we've expected.