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Why Service Autopilot Is Different Than Every Other
Option You Will Consider

  
 

1 SYSTEM RUNS YOUR ENTIRE COMPANY
Using five different software programs and importing and exporting data between each is a nightmare. Not to mention — expensive. Service Autopilot will keep everything together in one centralized system that connects all your data and devices in real-time.

This benefits you because you will save a lot of money. Your employees will waste far less time - saving you money. You'll be able to easily extract important information about your business to improve your marketing and decision making.

FEATURE SET
The functionality of our scheduling system is impressive. However, we also handle billing, expenses, time tracking, employees, vendors, contractors, marketing, websites, calls, tickets, to do's, routing, sales, estimates, quotes, document storage, support email, mobile devices, credit card charging, job costing, basic accounting and have the most advanced 2-Way QuickBooks sync available.

This benefits you because, once again, it will allow you to keep everything in one place. Training your team will be easy. And, with such a wide range of advanced functionality you will be able to increase profits through new sales, more sales, cost savings and fewer wasted payroll dollars through increased productivity.

ADVANCED
We are not new to software development. Service Autopilot has been designed from the ground up to be very fast, easy to use and very well designed. Your team will quickly adopt the system once you implement it within your company. Likewise, because it runs on any device (PC, Mac, iPad, iPhone, Android, etc) your team can work on the devices they already know and like.

This benefits you because most systems are cumbersome to learn and use. A large percentage of purchased software is never used. This will not be the case with Service Autopilot so you are assured both cost savings and increased profits.

OUR ROADMAP
Service Autopilot is one of the most advanced systems available. However, the current feature set is only a fraction of what is coming. We release improvements, both new features and the refinement of existing functionality, every two to three weeks. Our product road map is very aggressive... we have a lot of amazing functionality currently under development.

This benefits you because as a member you automatically receive all system updates. As Service Autopilot becomes more and more powerful your business will become more and more advanced and thus more profitable.

CUSTOMER SERVICE
100% free customer service 100% of the time. We believe it is our responsibility to create software easy enough to use and so reliable that you will not need to constantly call for support. When you need help we have an exceptional customer support team to help you. We believe our level of service is one of our greatest strengths as a company.

This benefits you because 1) it will save you money and 2) your team will get far more value out of the system — they will have a better understanding of the system because they will not be afraid to call and ask a question for fear of being billed.

NOT TRAPPED
Everything in one place. Everything easily accessible. Everything easy to find. Service Autopilot puts your critical data at your finger tips. More than that, everything you put into Service Autopilot can either be sync'd with QuickBooks or exported out of Service Autopilot. We have no rights or claim to any of your data. It's solely under your control.

This benefits you because should you decide Service Autopilot is not for you — you can take your data with you. Your data is one of your most valuable business assets.

FAST
Service Autopilot is fast. We designed the system for speed. Likewise, we spend the money to ensure the system runs very fast. Our customer service is fast. We answer almost all of our calls live. If we have to call back we do so quickly. Our enhancement schedule is fast. We fix bugs fast. Everything we do is designed to be fast.

This benefits you because your customers want fast results — we make it possible.

DEPTH OF EXPERIENCE
We are not the latest wiz bang technology company with venture capital being built to be sold. Our founders have been in the software business for a long time. More interesting than that, one of the founders has owned multiple multi-million dollar service companies. We have a very unique perspective. We understand your business.

This benefits you because the our experience in the service industry guarantees you unusually good customer service and software. This is only possible because we understand your business challenges.

LISTEN
We track 100% of our phone calls. We track every enhancement request. Because our support is free we speak with our clients often. Because we are fast our clients haven't given up on making suggestions. We pay attention and implement new functionality as fast as we can. We also count how many times our clients make off handed complaints about something - and we fix the annoyances as quickly as possible.

This benefits you because it's how great software is created. Without great software it's near impossible to build a great company.

AFFORDABLE
Service Autopilot is, without question, extremely affordable. Especially for such an advanced real-time system of this type. As a member you get 100% of our upgrades, you get free support, free training, and free help getting started. And you get all of this for one small monthly amount without a big up front cost or big annual renewal fee.

This benefits you because it saves you money. Your return on investment using Service Autopilot will be higher than with other alternatives.
 
     
 

Questions That Will Save (and make) You a Lot of Money...

  
  Questions to ask and ideas to consider when looking for the very best field service software for your company:  
 
1. What are the ongoing costs (annual renewal, cost to upgrade, support plan, training cost, data conversion cost)?
2. Is there a contract? If so, for how long?
3. How often do you release full system upgrades (not bug fixes - new features)?
4. How does your customer support work? How many calls go to voice mail per day? Of the calls that do, how long on average until the calls are returned?
5. What happens to the company if the owner dies or becomes incapacitated?
6. Who owns my data? In the terms of service does it clearly state who owns the data? Is it clear or vague?
7. What happens to my data if something happens to you?
8. How is my data backed up? What exactly do you do with it and how is it protected?
9. If the software is desktop based - how do I get my data out of your system so that it can be imported into a different system?
10. If the software is web based - how safe is my data? Who has access to it? How do you ensure that it will be kept safe? How can I be sure you won't accidently lose it or corrupt it?
11. Is your company profitable? How stable are you?
12. If the software is less than a few years old - does it have a ton of bugs?
13. How easy is it to train new employees on the software? Does it look old and out dated? Are the screens cluttered with features? Does it take 8 steps to perform one simple action?
14. Is the software desktop or cloud based? This is a big deal. Pick wrong and you will be moving your business system again in a couple years.
15. What devices does the software work on? (PC, Mac, iPad, Android, Blackberry)
16. How fast is it? What are the load times by screen in seconds? What if I have 4 years of data in the system, does it slow down?
17. Is the software accessible from anywhere? If so, what will it cost? And do I have to configure VPN's, Firewalls, Routers, etc?
18. If Cloud based, is it private cloud or public cloud?
19. How is credit card data stored? Is the system PCI compliant? (Be sure, you're potentially liable.)
20. If Cloud based, is my data stored within the U.S.?
21. Can I get my data out of the system? How much of it? In what format? Is it readable to the point that I can easily import it into another system?
22. What happens if your service fails? What if you lose power, or your data center goes down?
23. If the software is desktop based - do you verify my software license via the internet when the software loads? If so, if there is an internet access issue at your office will I be able to access the software?
24. If cloud based - In the last 2 years how many minutes / hours has your service been down? Last 5 years?
25. When data is transmitted from your servers to my computers is it transferred at a 256-bit encryption level for security?
26. Is your company angle or venture capital funded? (During the last tech shut down the vast majority of tech companies were de-funded and as a result went out of business.)
27. Can this one system run my entire company?
28. Do you have a mobile version of your software or do I just log into the full version on a mobile device? Am I required to buy a specific brand of mobile device?
29. Can the system send email? When it does, how to you guarantee email delivery? Do I get back a receipt for each email telling me that it was delivered, bounced, marked as spam, etc?
30. Do you sync with Quick books? If so, how does it work? Is it a full two-way sync that happens automatically? Or do I have to export a file from your system and import it into QuickBooks? Does it sync everything or just payments and invoices and a few other pieces of info? Do I have to have the QuickBooks sync on every computer? Does it keep my client's account balances in perfect sync with QuickBooks at all times?
31. One of the most important questions of all!

Ask to see the system demonstrated with real data so you can be certain of the systems depth of ability for each major feature within the system. Personally using the system with fake data generally isn't good enough. It's better to ask for a demonstration so that you can ask the hard questions and be shown in detail exactly what it can and can't do.

Almost every company has a marketing website with an impressive list of functionality. Each touts what sounds like highly advanced features.  The problem is that unless the features go deep, unless they have been well designed and contain a lot of functionality they will sound good but when actually used will be too tedious, not powerful enough, and to time consuming to put to use. As a result they will not be used once the software has been purchased.

For example, image a system you are considering has asset or equipment tracking. What if it is so time consuming to enter the data into the system that no one within your company will actually use that feature? Yet when you purchased the software that was one of the features that peeked your interest?

With a few questions and a live demonstration you can be certain that the software you are considering has been well designed and thought out. 

Most technology isn’t used because the team has to do to much work to make the system work.  Or it's simply too hard to use.

We suggest you make a list of the features that are most important to your company. Once you have this list you can shop each system to be certain that they didn't just slap together a bunch of features to make for impressive marketing. You can be sure that the features that are important to you have been well designed and will actually be used by your team once you implement the software.

Back to asset tracking... to make it usable it would need a mobile device so that the maintenance worker could log the maintenance as he performed it rather than a day or two later when he is back in the office. Or an employee could enter the new equipment or update the maintenance records while at the vendor facility picking up the equipment after it was purchased or repaired.

These types of considerations are very important so that the money you spend on software actually generates a significant increase in your profits.

If at this moment your company is small — it won't always be small — making the right buying decision now will set you up for growth and success. Making the wrong buying decision will increase your costs and ultimately make growth difficult because it will be hard to manage.
 
     
 


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Why Service Autopilot Will Make Your Business Better

  
 

Have you ever felt like marketing to, locating and selling the very best clients was nearly impossible or so expensive it was cost prohibitive?

What about employees? Is finding really good employees that will work hard, want to advance their abilities, and will show up for work on time without excuses — an enormous challenge? Does it feel like finding great employees is becoming more difficult by the day?

Does the process of scheduling work, routing it in the most efficient order, and keeping up with everything that has to get done feel like a giant ordeal?

Likewise, does scheduling work take up a ton of your personal time or a small fortune in payroll dollars? Even worse, after all that expense, does it feel like nothing ever runs smoothly?

What about invoicing? Do invoices go out on time like clockwork? Do your clients pay on time or do you waste a ton of time trying to figure out who owes money?

How's your cash flow?

Ever have clients make claims you know aren't true but you can't prove otherwise? Such as they called two Fridays ago and spoke to Mary and canceled service so they are not paying for todays service call? Or your team was only at their property for 1 hour - not 2?

Customer service — is it as good as you want it to be? Do your clients rave about you and refer you because they are consistently impressed?

Or marketing. Does it even happen? Or does it get put off because you never have time to get to it — and you're not even sure if it's really working anyhow?

And worst of all. Is the business even half what you dreamed it would be when you started it? Do you have the free time you thought you would have earned by now? And is the pay check you take home the size you dreamed it would be by now?

If any of these challenges are the ones nagging you... Service Autopilot is for you.

The only reason we can make this claim is because one of the founders, Jonathan, has owned multiple service companies. They've turned out to be highly successful multi-seven-figure per year companies but it wasn't always that way.

His frustrations and nightmares and challenges are how Service Autopilot came to be.

An awful lot of our clients say "you guys get it" or "you guys are the first company I found that thinks like I do".

The reason... we understand the service industry.

Jonathan searched and searched for software he could use to get control of his service companies. He finally gave up and built it.

Fortunately, he also co-owed a software development consulting company with John. John's the cofounder of Service Autopilot.

This is one of the many things that makes Service Autopilot really unique. The two founders are technology guys that actually have lived and understand the service industry.

Jonathan still owns a highly successful service company in TX. Many of the new Service Autopilot features are first tested and proven in that business. It drives a lot of the research and testing we do.

Service Autopilot was born out of a lot of pain and frustration.

We believe the problems Jonathan was trying to solve are the exact same problems you are trying to solve.

When you work with us you are buying into our road map.  You’re agreeing that marketing and job costing and an incredibly good sales process are just as important – if not more important — than an incredibly good scheduling and client management system.

Service Autopilot as it stands today is only about 50% of what's currently under development.  Fortunately, we are already a more significant system than almost every other you will consider – but what's exciting is that what you see today is nothing compared to what's coming over the next 12 to 16 months.

In fact, every 2 to 3 weeks we get a bit closer to building the most incredible business system you've ever seen.  That’s how often we enhance the system. And as a client you automatically get every new feature. And every improvement we make to the current set of features.

We believe, like our current clients do, that you will find us to be very unusual. We truly understand both technology and how a service company operates. We understand your frustrations. We intend to help you solve them.

We simply ask that you take a look. Call us. Talk to us. See if you get a good first impression.

We believe that you will find us to be exactly what we claim to be.

And if not, we have a 30 day guarantee. All your money back if we are not right for you.

And. There is no contract.

Month after month - year after year - we have to deliver or you can export all of your data and walk away.

Based on our pricing structure you only pay us if we are successful — if we are saving and making you money — if we don't produce we don't get paid.

 
 

 

  
     
  client and lead management Client & Lead Management  
  Easily track everything you must know to make smart business decisions.  
     
 
When a client calls, you will have all the information you need to answer any question while you have her on the phone - no need to call back.  
Easily track every important detail about each client.  
In seconds, know what a client owes, what you do for him, when he last called, what he last bought, and so much more.  
Most systems are focused on scheduling. But scheduling is only an activity you spend a few minutes on per day. Service Autopilot is focused around your client — exactly the way your business should function.  
Includes powerful ways to track every communication with leads, clients, employees and contractors. You'll even know if they completed the tasks you asked them to do.  
 
     
  client management screen shot  
   
     
  schedule example Advanced Scheduling  
  The fastest most powerful scheduling system available — there is a difference!  
     
 
Schedule the way you work. Service Autopilot has two unique scheduling systems. Choose the one that's best for you or use both.  
Quickly find the best day and time to schedule a new job to ensure you are not wasting time, gas or money driving unnecessary miles.  
One click routing... once the system helps you route your day easily memorize that route for the future.  
See your business on a map. You can even drill in and make decisions using the map.  
Drop jobs without a specific due date on the waiting list to be grouped with nearby jobs to be done later.  
Unique one click recurring scheduling eliminates common scheduling mistakes that cost companies money (and clients).  
See a daily snap shot of all scheduled work by crew or employee and know job counts, anticipated man hours, estimated revenue, etc.  
Package scheduling... very advanced, very easy and will save you a lot of time and money... request a demo to learn more.  
     
  scheduling screen shot  
   
     
  invoice example Invoicing  
  Fast, easy, automatic invoicing will speed up your cash flow.  
   
 
Invoice the way you work - before the job, daily after the job, weekly, monthly or on any day you specify.  
Bill clients as the work is performed or based on monthly average billing. You can even bill different services at different frequencies.  
Setup your contracts in the system and it will be smart enough to invoice the contracted amount plus extra work that was performed but not under contract.  
Print or email invoices (or both).  
From your website your clients can view and pay their invoice(s).  
Charge credit cards with ease and email receipts. You can charge 100's of cards in seconds with one click.  
Advanced automatic full 2-way sync with QuickBooks. This sync is nothing like what's offered by other companies.  
Email Tracking - send an invoice and know if it was received or undeliverable, if it was opened or if your client put it in his junk mail folder.  
 
     
  schedule  
   
     
  invoice example Estimates & Quotes  
  Highly flexible estimates built around a customizable quoting system tailored to your business.  
     
 
Enter your production rates, pricing, costs, etc into the quoting system and it will almost effortlessly produce future quotes for you (and your team).  
Track verbal and written quotes - know what was quoted, at what rate, by who and when.  
With one click turn a quote into a written estimate.  
With one click turn the estimate into a work order or invoice.  
Use quote and estimate templates to quickly generate hundreds of quotes.  
Quickly create a quote on a mobile device and email it to a prospective client.  
Clients can view and accept proposals online. Once accepted, the system will notify you, confirm for the client you've been notified and even ask them why they accepted the proposal.  
 
     
  
     
  invoice example Do you want to make more money and have more freedom by putting your business on Autopilot?  
     
     
 


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