Service Autopilot, from BACKTELL in Richardson, is a business operations management system for small home services businesses.
N/A
Smartsheet
Score 8.4 out of 10
N/A
Smartsheet is an online project management and collaboration tool. It includes automated alerts, instantaneous updating and sharing across team members, resource management, nested tasks organized in a hierarchy, a Gantt chart view, exportable and automated reports, and integration with email.
$12
per month per user (up to 10 users)
Pricing
Service Autopilot
Smartsheet
Editions & Modules
No answers on this topic
Pro
$12
per month per user (up to 10 users)
Business
$24
per month per user (3 user minimum)
Enterprise
Contact Sales
Advanced Work Management
Contact Sales
Offerings
Pricing Offerings
Service Autopilot
Smartsheet
Free Trial
No
Yes
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
No setup fee
No setup fee
Additional Details
—
A discount is offered for annual billing.
More Pricing Information
Community Pulse
Service Autopilot
Smartsheet
Features
Service Autopilot
Smartsheet
Project Management
Comparison of Project Management features of Product A and Product B
Service Autopilot
8.0
Ratings
4% above category average
Smartsheet
9.0
Ratings
16% above category average
Task Management
8.00 Ratings
10.00 Ratings
Resource Management
8.00 Ratings
9.00 Ratings
Scheduling
8.00 Ratings
10.00 Ratings
Workflow Automation
8.00 Ratings
8.10 Ratings
Team Collaboration
8.00 Ratings
10.00 Ratings
Document Management
8.00 Ratings
8.90 Ratings
Email integration
8.00 Ratings
9.90 Ratings
Gantt Charts
00 Ratings
9.00 Ratings
Support for Agile Methodology
00 Ratings
7.00 Ratings
Support for Waterfall Methodology
00 Ratings
8.90 Ratings
Mobile Access
00 Ratings
8.00 Ratings
Timesheet Tracking
00 Ratings
10.00 Ratings
Change request and Case Management
00 Ratings
9.00 Ratings
Budget and Expense Management
00 Ratings
9.00 Ratings
Professional Services Automation
Comparison of Professional Services Automation features of Product A and Product B
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.
The Smartsheet platform is extremely similar to Microsoft Excel, so if you are familiar with Excel, you will pick Smartsheet up quickly. Even if you aren't Smartsheet has a relatively simple user interface, meaning just about anyone can learn it. One thing to note is that the interface is that some may consider the interface so simple that they feel the need to look for more robust platforms. If you have a small to medium project that needs to be manages in a central hub, Smartsheet would be a great fit. If you have a very large project, I might consider looking into more advanced platforms.
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.
Smartsheet set up is similar to Excel, yet when you upload an Excel file, things like conditional formatting are lost. Smartsheet has its own conditional formatting, and you have to reinstate the rules. It would be great if those would apply automatically once a file is uploaded
Some Smartsheet management and access rules can take some tweaking to work properly. This may be a case of offering more info to admins so they can apply these better and with more efficiency
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
Smartsheet has made my work life easier. Reduced my email significantly. Smartsheet and SaneBox have got me leaving the office with 0... Yes 0 emails in my inbox. My inbox would reach 150-250 email per day. Smartsheet brought that number down significantly and SaneBox took it the rest of the way. Do yourself a favor and check out SaneBox, too.
Smartsheet is very easy to learn. However, while I have been able to pick it easily, Microsoft Excel and Project super users that I have trained on Smartsheet get bogged down in the differences and can find it frustrating. Explaining the differences ahead of time and why Smartsheet is being chosen instead of a different software seems to counteract those reactions
They're a smaller company but they've always given great service when we rarely need to reach out. Pretty good online content but a bigger user base would help to produce more content in a self-sufficient community much as we see with Salesforce. To be fair we haven't needed their direct customer support very often. The sales guys are nice and not too pushy!
Work with the Smartsheet support team to get the best overall. If no one in your organization has used Smartsheet before, the support team will get things started. We had a couple of people who had used this product before and it was a great help in getting our framework together how we wanted to use it.
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.
Smartsheet is a dedicated project management tool that is built on spread sheet principles. When compared to Microsoft's own offering, Smartsheet came out on top in some areas like dedicated project management features vs having to build custom features to Microsoft 365. However when you compare them on price, Microsoft 365 definitely has more value than Smartsheet.
