Choose the membership that's
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Sign Up |
Sign Up |
Sign Up |
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| Number of Clients you can manage |
50 |
Unlimited |
Unlimited |
Additional staff who can access your account
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not available |
$15 each additional |
$15 each additional |
| Activation and Setup |
Free |
Free |
Free |
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| We Train and Get You Up To Speed Fast |
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| Unlimited Live On Going Call In Training For You and Your Staff |
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| Secure SSL Encryption, Firewall Protection and Data Backups |
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| Client Management (CRM ) |
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| One-Time & Recurring Scheduling |
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| Waiting List Scheduling |
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| Package/Program/Zone Scheduling (very powerful) |
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| Lead/Prospect Tracking & Management |
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| Employee Management (keep up with employee information and paperwork) |
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| Automated Invoicing (nothing to generate) |
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| Contract and Installment Payment Invoicing |
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| Subscription Invoicing (auto charge client credit cards for the same amount on the same day every month) |
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Payments & A/R (manage payments, credits, refunds and know who owes you how much at all times) |
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| Credit Card Charging (charge 100's of cards with one click) |
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| Pre-Printed Forms |
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| Expense Tracking and Reporting (if you don't have QuickBooks - Service Autopilot will track your expenses for you) |
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| Advanced QuickBooks Full Two-Way-Sync
(learn why this isn't your typical QuickBooks sync and why you should care) |
not available |
not available |
$25/month |
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Mobile Scheduling
(auto logs and tracks job times and closes out work to be auto invoiced so you don't need to do paper work at the end of the day) |
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Employee Time Tracking
(auto calculated and logged from handhelds) |
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| Multi-User Permissions & Restrictions |
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Estimates & Proposals
(quickly create and email custom proposals - clients authorize work with one click) |
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Task/To Do Ticketing System
(learn why this is so powerful) |
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| Call Tracking and Call Center Management |
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| Email Integration (log and track all of your support email) |
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| Policy & Procedure Knowledge Base |
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| Dashboard/Scoreboard (know the key statistics of your business with one click) |
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| Calendar & Status Feed |
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| Basic Marketing |
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| Route Optimization |
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| Mapping (optimize and manage your business from a map) |
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Choose the membership that's
best for you |
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Sign Up |
Sign Up |
Sign Up |
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| Available Enhancements |
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| Company Website & Email |
$29.97/mo |
$29.97/mo |
$29.97/mo |
| Client Portal |
$19.97/mo |
$19.97/mo |
$19.97/mo |
| Mini Marketing Website |
$19.97/mo |
$19.97/mo |
$19.97/mo |
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| Snow Removal Scheduling |
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| Website Blog |
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| Generate Pre-payment Letters |
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| Create / Send Custom Documents / Letters |
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| Work Flow Automation |
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| Commission Tracking |
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| Advanced Job Costing |
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| Client Yield (algorithm to rank all of your clients and their value to your business) |
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| Lots of New Reports |
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| New Company Dashboard |
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| Store Documents, Images and Video and Attach Them to Clients, Estimates, Leads and Employees. |
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| Equipment Tracking and Management |
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| Chemical Tracking & Reporting |
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| Invoice Service (click one button and have all of your invoices mailed within 24 to 48/hrs - includes return envelope and perforated payment stub) |
$0.99 each
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$0.99 each
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$0.99 each |
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| Advanced Marketing System (seamlessly integrated with Service Autopilot) |
starts at $29/mo
(based on size of marketing list managed) |
starts at $29/mo
(based on size of marketing list managed) |
starts at $29/mo
(based on size of marketing list managed) |
| Send client a text message, email or voice message reminder or appointment confirmation request before performing a service |
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| Automated survey sent to client when a service is completed |
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| Automated email or video sent to client when a service is requested or completed |
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| Automatically capture a prospect's email address and send automated email messages until she buys your service |
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| Quickly and easily create multiple website's to promote your business on the internet |
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| Let the system manage your post card, door hanger, letter and direct mail campaigns by telling you when, what and who to mail |
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| Auto delivery of your print material and mailing list to the printer at just the right time so they can mail your prospects for you |
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| Easily figure out who within your list of prospects or clients to send certain mail and email offers promoting additional services |
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| Survey your clients and collect testimonials and automatically post them to the internet to build your local search rankings on Google
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| Design, manage and send newsletters |
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| Let the system remind you and send birthday cards, thank you cards, lead letters, welcome packages and so much more.
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