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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Autopilot is a contemporary, comprehensive platform for field service management (FSM) and customer relationship management (CRM) crafted specifically for home service enterprises aiming to streamline their operations and accelerate growth without the hassle of using numerous tools. By eliminating the need to piece together spreadsheets, mobile applications, invoicing software, and marketing solutions, Autopilot offers an integrated system that allows users to manage their entire business from a single, cohesive dashboard. At its foundation, Autopilot efficiently addresses essential daily tasks such as scheduling, dispatching, job management, estimates, invoicing, and payment processing, ensuring that whether you are securing your initial job or overseeing several teams, everything remains organized and manageable. What distinguishes Autopilot from competitors, however, is its extensive capabilities that extend beyond mere operations. The platform features an integrated phone system and two-way texting, providing users with a local phone number, call tracking, recorded conversations, and automated responses, enhancing communication efficiency. Moreover, this all-in-one approach not only improves operational efficiency but also fosters stronger relationships with clients, ultimately driving business growth.

Description

Streamline your HVAC and plumbing operations to enhance efficiency, increase profits, and alleviate stress. With features like appointment and dispatch tracking, you can manage your schedule seamlessly. Enjoy the convenience of one-click invoicing and enable online payments that go directly to your bank account. Maintain and access comprehensive customer records effortlessly. Utilize a user-friendly central scheduling and dispatch board that is accessible to your entire team. Collaborate effectively with work order management—upload photos, schedule appointments, and add notes for easy access by all team members. Keep your customer and contact information organized, including tracking their history and the effectiveness of your marketing campaigns. Generate invoices and quotes while on the go, allowing for quick texting and emailing to customers, who can pay online with just a click, ensuring funds are directly deposited into your account. Additionally, integrate with QuickBooks to automate the tracking of invoices and payments, simplifying your accounting process even further. This comprehensive system not only streamlines operations but also empowers your business to thrive in a competitive market.

API Access

Has API

API Access

Has API

Screenshots View All

No images available

Screenshots View All

Integrations

QuickBooks Online

Integrations

QuickBooks Online

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Autopilot

Founded

2026

Country

United States

Website

autopilotapp.io

Vendor Details

Company Name

Home Service Cloud

Country

United States

Website

homeservice.cloud

Product Features

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Product Features

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

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