TrustRadius Insights for Service Autopilot are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.
Recommendations
Users have made several recommendations based on their experiences with the software. The three most common recommendations are as follows:
Consider testing other platforms first and evaluating how customers will interact with the software. Users believe that there may be a learning curve and limited help from the help desk, so it is important to explore alternative options before making a decision.
Utilize the video training provided by Service Autopilot. Users suggest taking advantage of the training materials to better understand the software's features and functionalities. They acknowledge that it may take some effort to set up, but they believe it is worth it in the long run.
Exercise caution when relying solely on software calculations and recommend double-checking for mistakes. Users mention that the software can be buggy and complicated, requiring constant customization. They also note limited reports and the need for manual work to create custom reports. By validating calculations and reviewing data manually, potential errors can be avoided.
These recommendations reflect users' experiences and provide valuable insights for those considering using Service Autopilot for their business management needs.
We use Service Autopilot for customer service scheduling and tracking. This has saved us time more than anything as having it all in one digital system allows us to pull up data at any time from any computer to assist clients and our teams on when and what services are to be completed, pricing, and any other notes specific to the applicable customer.
Pros
service history, tracking
service scheduling
service/client notes
Cons
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.
Likelihood to Recommend
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.