Service Autopilot vs. Trello

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

Trello is great for cross-team communication and intra-team organization. It's simple to get setup, with flexible tools that give businesses control over how to make Trello work the best for them. It is an amazing platform for operations tracking, project management, and even organizing customer service requests for a smaller business.

Incentivized

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

Incentivized

• Helps track employees "to do before hire", "to do after hired," and "to do when employee leaves"
• Provides important information on each employee like personal information along with data collected during the time of hire and during employment time
• Allows more than one person to be assigned to a task per employee and will remain open until everyone involved has completed their task

• 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

• I use colour coding a lot so I would like a wider range of colour options.
• Also as a visual thinker I would like to be able to easily add images to cards.
• I would like to be able to attach a wider range of file formats to cards.

Incentivized

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

I am very likely to renew Trello, because it doesn't cost anything to do so. I am also very likely to use Trello's upgraded features in the future because a lot of my team's data is stored on there and they have already gotten used to the platform. Trello is very easy for new team members to pick up, making the onboarding and usability very streamlined.

Incentivized

I am technology illiterate, it's my Achilles heel and this program is so easy to use. I have been utilizing it for a decade now. It makes organizing and prioritizing my life, my work, my business, my kids life, etc so much more manageable and without having to hold on to a bunch of into in my head. I can find it and locate it quickly and easily in Trello.

Incentivized

yes always support available when I need it!

Never experienced issues with the above!

I haven't had much need to contact their support because the product is easy to use and pretty bug-free. I did reach out to them about swimlanes and I was able to find the information I needed very quickly and it was thorough and accurate information about current functionality. I love that they use their own product. That's always a good sign.

Incentivized

It was helpful and informative! It was back before the pandemic in 2019 so I'm not sure if they still do it but I really enjoyed the experience

For our small business, getting a few of us started well on Trello was the key, I think. As long as a couple of us were really comfortable with the interface, we could lead others and help them with any questions. From now on, anyone who works with us just naturally uses Trello for information sharing - it's just part of what we do.

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

Our business ended up using Monday due to the holistic nature of the tool. It allows us to collaborate amongst teams and see the project as a whole easier. Trello is for personal usage and task management. I use Monday to organize my overarching needs, and then put specific tasks into Trello to stay organized.

Incentivized

Feels like anyone across the org (no matter their location) can use the tool easily!

• It's been an essential tool for our onboarding team. We wouldn't be able to operate without it.
• It's been a very affordable investment for our team as well since we still use the free version.
• We have had a negative return in the fact that there aren't any reporting tools within the app. We have to spend time tracking certain elements manually.

Incentivized