Marg Service Autopilot

PROS & CONS

What are the best aspects of this product?

I am a small business and as the Owner I have to run everything. I am the manager, secretary, marketer, mechanic, field worker, estimator and everything else. I can not afford to hire a secretary and I have no one to help with my day to day operations in the office.
I switched over to Service Autopilot in 2012 and it instantly propelled me beyond anything I was already doing. I have not used a piece of paper since 2012 and all the work is dispatched electronically to the help by way of their smartphones or even a tablet device that I supply.
This system helps me run every aspect of my business. I email all my invoices and my 90% of my clients use the client portal and instantly pay their invoices. Just the fact that it takes me seconds to send every invoice out at once and in most cases get paid the same day ( By the good customers ) It is worth it just based on that.
If you are true to the system and feed it the information it needs it will amaze you in what it will do for you. In the beginning it takes some work getting it set up to the way you like it in creating the forms and such. But you are going to have to do that with any system you work with.

I could go on much much more and it is really hard in a couple paragraphs to sum it up. It has meant a great deal to my business and if you are a small guy that is overwhelmed doing it all yourself then setting up a service Autopilot account will be the best thing you ever did.
The most important thing I can not stress enough is these guys have hands down the best customer service you will ever get. That is a major sticking point when you use a system and these guys have surpassed greatness in this department.

What aspects are problematic or could work better?

I really can not come up with any and if there is anything it might be just getting it set up but that goes for anything. They do sync up with quickbooks so if you already are set up on that your SA setup will be a breeze.

What features/services would you like to see in future versions of this product?

This is one area where these guys never stop. They are constantly updating and looking for ways to improve. They literally take customer feedback and use it to their advantage.

What specific problems in your company were solved by this product?

Invoicing, getting paid, increased access and communication with clients and prospective clients, payroll, taxes, expenses, marketing. It is also fully integrated with my website and client portal and keeps track of all communications.
It organizes and displays all my company information in one place far better then anything I was previously using.

Are you a current user of this product?

Yes

PROS & CONS

What are the best aspects of this product?

I am a small business and as the Owner I have to run everything. I am the manager, secretary, marketer, mechanic, field worker, estimator and everything else. I can not afford to hire a secretary and I have no one to help with my day to day operations in the office.
I switched over to Service Autopilot in 2012 and it instantly propelled me beyond anything I was already doing. I have not used a piece of paper since 2012 and all the work is dispatched electronically to the help by way of their smartphones or even a tablet device that I supply.
This system helps me run every aspect of my business. I email all my invoices and my 90% of my clients use the client portal and instantly pay their invoices. Just the fact that it takes me seconds to send every invoice out at once and in most cases get paid the same day ( By the good customers ) It is worth it just based on that.
If you are true to the system and feed it the information it needs it will amaze you in what it will do for you. In the beginning it takes some work getting it set up to the way you like it in creating the forms and such. But you are going to have to do that with any system you work with.

I could go on much much more and it is really hard in a couple paragraphs to sum it up. It has meant a great deal to my business and if you are a small guy that is overwhelmed doing it all yourself then setting up a service Autopilot account will be the best thing you ever did.
The most important thing I can not stress enough is these guys have hands down the best customer service you will ever get. That is a major sticking point when you use a system and these guys have surpassed greatness in this department.

What aspects are problematic or could work better?

I really can not come up with any and if there is anything it might be just getting it set up but that goes for anything. They do sync up with quickbooks so if you already are set up on that your SA setup will be a breeze.

What features/services would you like to see in future versions of this product?

This is one area where these guys never stop. They are constantly updating and looking for ways to improve. They literally take customer feedback and use it to their advantage.

What specific problems in your company were solved by this product?

Invoicing, getting paid, increased access and communication with clients and prospective clients, payroll, taxes, expenses, marketing. It is also fully integrated with my website and client portal and keeps track of all communications.
It organizes and displays all my company information in one place far better then anything I was previously using.

Are you a current user of this product?

Yes