Service Autopilot
by Service Autopilot
Harness the most powerful QuickBooks Online and Desktop Sync in the Service Industry.
Highlights
Media
www.serviceautopilot.com
About This Product
Field service management software with industry-specific modules for lawn care, professional cleaning, snow removal, and landscaping, featuring routing, invoicing, marketing, CRM, accounting, client billing, and scheduling.
Capabilities
How this product is delivered and what's included out of the box.
- Mobile app
- Not available
- Free trial
- No
- Free tier
- No
- Public API
- No
- Deployment
- Cloud
FSH Score Breakdown
Ease of Use 5.0
Features 6.3
Support 5.0
Value 5.0
Integrations 7.0
AI Capabilities 1.5
Customer Reviews
Features
78 features confirmed across
16categories· Showing confirmed capabilities only
CRM & Sales13features
CRMCRMMarketing ToolsmarketingLead ManagementProspect & Leads TrackingAutomated Email Marketing for RenewalsAutomated Localized Forms and SurveysAutomated Review RequestsIntelligent Follow-UpsReview Management and ResponseAutomated 5-star review requests
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Direct Mail MarketingSMS and Email MarketingText Message and EmailSales Automationfollow-upsCustom HVAC Website DesignIntegrated WebsitesFast Start Websites
Scheduling & Dispatch10features
DispatchingAutomated dispatchingSchedulingschedulingWork OrdersDigital work ordersAssignment ManagementAutomated task assignments for team membersRoute Optimization ToolsEmail to Job ConversionScheduling OptimizationScheduling and route optimizationAuto Assign JobsAutomated task assignment for team members
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Job And Customer MappingJob Details Notes and Attachments
Platform & Customization9features
Multi-LocationMulti-Location ManagementHosting IncludedScheduling And Dispatch IntegrationDocument ManagementSearchable emails and ticketsAI Template BuilderThird-Party IntegrationAutomation MarketplaceCustom TemplatesEmail Template BuilderAutomatic Routing of Field Content to Office WorkflowsOne-click routing
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Maps IntegrationSmart Maps
Customer Communication7features
Client PortalClient portalCustomer Communication ToolsMobile communicationSMS MessagingTwo-way textingEmail IntegrationEmail IntegrationAssign Messages to Team MembersHelp Desk And TicketingNotificationsAutomated follow-up on estimates
Accounting Integration5features
Job CostingJob costing reportsAccounting IntegrationAccountingAuto Expense CategorizationExpense categorizationAccounts PayableExpense CategorizationOne-Click QuickBooks Sync
Compliance & Safety5features
A2L Refrigerant ComplianceChemical Application TrackingData EncryptionData EncryptionAudits And CompliancePCI ComplianceHIPAA CompliancePCI Compliance
AI & Automation5features
Automation RulesAutomated workflowsAI Pricing and Up-Sell RecognitionAutomated upselling of services via email or textAI Enabled InvoicingAI Powered Prompts and RemindersAI Follow-Up TasksAutomated follow-ups on estimates
Invoicing & Payments4features
InvoicingInvoicingPayment ProcessingCredit card processingAutomated Past Due Payment RemindersAutomated past due remindersDiscount, Tip, and Fee Defaults
Fleet & GPS Management4features
GPS TrackingGPS trackingGIS RoutingroutingIntegrated Address Mapping With DirectionsRouting & MappingDriving Route Planning
Reporting & Analytics4features
AnalyticsReal-time visibility into field operationsReportingCustomer feedback surveysAutomated Dashboards and System Status ReportsExecutive Dashboard
Mobile & Field Tools3features
Digital SignaturesElectronic signatureImage Capture And TaggingBefore and after photo captureLink Notes And Photos To Customers, Sites, Work Orders, Or EquipmentBefore and after photo capture
Technician Management3features
Time TrackingTime CardsTraining CoursesInteractive Learning ContentInternal Employee CommunicationMobile communication
Estimating & Quoting2features
Quoting & EstimatesEstimates and proposalsProposal Management
Equipment & Asset Management2features
Equipment TrackingAsset TrackingAsset ManagementAsset, expense and employee tracking
Inventory Management1feature
Inventory ManagementChemical tracking
Training & Education1feature
Self-Paced Learning
Integrations 5 across 3 categories
Accounting 2
QuickBooks Desktop
QuickBooks Online
QuickBooks Online
Communication 2
Gmail
Gmail
Outlook
Outlook
GPS & Fleet 1
NextBillion
Pricing
- Model
- Quote Only
- Starting at
- Contact for pricing