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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

We assist home service professionals in managing requests, work orders, scheduling, billing, and payments efficiently, ensuring they can enjoy their evenings and weekends. By minimizing the number of daily messages you need to send manually, you can significantly reduce the time spent on scheduling and dispatching jobs. This streamlined approach can save you over 40 hours each month previously spent on administrative tasks and collections. All your job requests can be organized and followed up on in a single platform that consolidates emails, website inquiries, phone calls, text messages, and Facebook messages into one easy-to-use message center. Our innovative job scheduling tools integrate your team calendar, job lists, and routes into a cohesive view, optimizing the planning of your workdays and job dispatching, ultimately saving you valuable time. Customers benefit from a self-service portal that provides them with 24/7 access to their message history and essential documents, including quotes, contracts, bills, and payment records. Plannit is meticulously crafted to enhance the operational efficiency of home service businesses while maintaining a strong emphasis on exceptional customer service. By adopting our solutions, home service pros can focus more on their core tasks and less on administrative burdens.

API Access

Has API

API Access

Has API

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Integrations

Acomba
Facebook
Google Cloud Platform
QuickBooks Online
Sage Accounting

Integrations

Acomba
Facebook
Google Cloud Platform
QuickBooks Online
Sage Accounting

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$59 per month
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

Plannit

Founded

2021

Country

Canada

Website

business.plannit.io

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

Cleaning Services

Billing & Invoicing
Client Management
Dispatch Management
Inventory Control
Job Management
Mobile Access
Payroll Management
Quotes / Estimates
Recurring Appointments
Routing
Scheduling
Service History Tracking
Work Order Management

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

Landscape Management

Billing & Invoicing
Contract Management
Customer Database
Dispatch Management
Groundskeeping
Inventory Control
Irrigation Tracking
Job Management
Landscape Design
Mobile Access
Payroll Management
Plant Database
Quotes / Estimates
Routing
Scheduling & Appointments
Work Order Management

Lawn Care

Billing & Invoicing
Contract Management
Customer Management
Employee Management
Equipment Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service Dispatch

Pool Service

Billing & Invoicing
Chemical Readings
Customer Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Work Order Management

Roofing

Aerial Measurement
Billing & Invoicing
Checklists & Inspections
Commercial / Industrial
Dispatch Management
Lead Management
Photo Capture
Quotes / Estimates
Scheduling
Work Order Management

Alternatives

Alternatives

Jobber Reviews

Jobber

Jobber Software