Feature Tour - Screen Shots

 

 

Client Management

Keep up with your clients and everything you could possibly need to know about them.

  1. View all of your clients on one screen  
  2. A full history of everything they’ve ever asked of you and everything you have done for them in one place
  3. Quick access to all invoice, payment, pre-payment, credit, discount, and contract history 
  4. By client, schedule work for a specific date or just drop a job on the waiting list
  5. Know specifics about their property, how they found you, when they became a client and so much more

client management screen shot

 

Advanced Scheduling

The fastest and easiest way to schedule!

  1. Quickly schedule jobs for a specific date or on a recurring schedule
  2. Multiply scheduling views - normal scheduling (pictured below) or work order scheduling (calendar based)
  3. Drop jobs without a specific due date on a waiting list to be grouped with nearby jobs later 
  4. Drag and drop scheduling… very easy 
  5. One click recurring scheduling eliminates mistakes and frustration
  6. See a snap shot of all work scheduled by crew and by day
  7. Package scheduling... very advanced and very easy... request a demo to learn more
  8. One click optimal routing... system automatically memorizes the best route for each crew
  9. Optimize your crews on a map... very fast and very cool

scheduling screen shot

 

Invoicing

Incredibly fast and flexible invoicing.

  1. Three ways to invoice: 1) work completed, 2) monthly contracts on a specific day or 3) subscription based services billed on same day each month
  2. Print or email invoices
  3. Charge credit cards with ease and email receipts
  4. Print invoices in advance, after the work is complete, weekly or monthly - very flexible
  5. Full 2-way sync with QuickBooks
  6. Receive check or cash payments against invoices — setup credits and void invoices — very flexible but not confusing

schedule

 

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Service Autopilot is compatible with:
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Apple Safari
Google Chrome
Mac OS
Windows 7
Microsoft Vista
Microsoft XP