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Description

Enhance your Route Sales, DSD, and Equipment Service Operations by utilizing Prism's comprehensive Route Accounting Software Platform. This all-in-one solution, accessible via desktop, web, and mobile, optimizes your distribution processes, boosting sales and improving efficiency in your daily tasks. The mobile application designed for route sales managers equips them with essential tools that facilitate quicker and more precise sales transactions and deliveries. It features invoicing capabilities that enhance both sales and collections, effectively reducing the risk of accumulating bad debt. Additionally, Prism's mobile pre-order entry feature empowers sales representatives to engage with customers and place orders seamlessly while on the move. Furthermore, Prism's call center solutions aid office sales representatives in amplifying sales, raising product awareness, and delivering exceptional customer service, ultimately fostering long-term client relationships. By integrating these solutions, businesses can achieve remarkable growth and operational excellence.

Description

Service Autopilot gives service-based companies an all-in-one system designed to streamline operations and unlock rapid growth. From smarter scheduling to optimized routing and automatic invoicing, the platform simplifies daily work so teams can complete jobs faster. Field staff benefit from mobile access that lets them clock in, capture job photos, add notes, track GPS, and take payments on-site. Owners can monitor finances, track leads, store property details, and understand business performance with just a few clicks. Automations eliminates manual follow-ups and repetitive tasks by running workflows that generate revenue behind the scenes. With built-in tools for proposals, estimates, employee tracking, and reporting, Service Autopilot ensures teams stay organized and efficient. Businesses also gain structured processes to help reduce labor costs and improve consistency across their operations. Designed for companies ready to scale, Service Autopilot replaces chaos with clarity and puts growth on autopilot.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Authorize.Net
Quality Driven Software
QuickBooks Online
QuickBooks Online Advanced
Raisely

Integrations

Authorize.Net
Quality Driven Software
QuickBooks Online
QuickBooks Online Advanced
Raisely

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$47.00/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

Prism Visual Software

Founded

1993

Country

United States

Website

www.prismvs.com

Vendor Details

Company Name

Xplor

Founded

2009

Country

United States

Website

www.serviceautopilot.com

Product Features

Distribution

Barcoding / RFID
Import / Export Management
Inventory Management
Order Management
Purchasing
Returns Management
Sales Forecasting
Shipping Management
Warehouse 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

Inventory Management

Alerts/Notifications
Barcoding / RFID
Forecasting
Inventory Optimization
Kitting
Manufacturing Inventory Management
Mobile Access
Multi-Channel Management
Product Identification
Reorder Management
Reporting/Analytics
Retail Inventory Management
Supplier Management
Warehouse Management

Route Planning

Capacity Planning
Drag & Drop Scheduling
Driver Management
Emergency Dispatch
GPS Tracking
Performance Metrics
Route Costing
Territory Management

Service Dispatch

Billing & Invoicing
Call Center Management
Contract Management
Customer Database
Inventory Control
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Self Service Portal
Service History Tracking
Technician Management
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

Product Features

Arborist

Billing & Invoicing
For Utility Arborists
Inspection Management
Job Scheduling
Photos In Reports
Quotes / Estimates
Recurring Appointments
Vegetation Mapping

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

Janitorial

Bid Management
Billing & Invoicing
Client Management
Employee Scheduling
Inventory Management
Mobile Access
Payroll Management
Quality Control
Surveys & Feedback
Time Tracking
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

Pest Control

Billing & Invoicing
Customer Service History
Dispatch Management
Fleet Management
Inventory Control
Mobile Access
Pest Activity Tracking
Pesticide Usage Tracking
Property Layouts
Quotes / Estimates
Scheduling

Pool Service

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

Service Dispatch

Billing & Invoicing
Call Center Management
Contract Management
Customer Database
Inventory Control
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Self Service Portal
Service History Tracking
Technician Management
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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