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What is Service Autopilot?

Service Autopilot empowers service businesses with a powerful all-in-one software platform built to automate operations and drive explosive growth. Its smart scheduling and routing tools allow teams to plan their day instantly and reduce wasted time on the road. Field workers can update job details, record hours, upload images, and accept payments using the mobile app, ensuring seamless communication with the office. Owners gain real-time visibility into cash flow, expenses, lead activity, and job progress, enabling better decision-making. The Automations engine acts as a virtual office assistant—handling reminders, estimates, client follow-ups, invoices, marketing campaigns, and other recurring tasks without manual effort. With customizable reporting, GPS tracking, team performance insights, and smart CRM features, businesses can stay ahead of competitors and operate with greater precision. Service Autopilot also includes survey tools, client portals, and two-way texting for smoother customer interactions. Additional features like advanced route optimization, QuickBooks integration, and Smart Maps help companies run more efficiently at scale. Whether you're a growing local team or an expanding multi-vehicle operation, the platform adapts to your needs with specialized plans for every business stage. Built for modern service companies that want to automate more and manage less, Service Autopilot becomes the backbone of a fast-growing operation.

What is Optsy?

User-friendly tools streamline the process of saving time, money, and maintaining your peace of mind. They eliminate the complexities of field service management tasks, whether you're at work or on the go, enabling you to boost revenue with reduced effort. Optsy's field service management software is adaptable and can be tailored to meet the specific requirements of your business. It empowers both your office personnel and field teams to instantly create and modify schedules, handle accounting tasks, generate custom reports, and much more, all within a single program. You have the flexibility to choose between cloud-based or self-hosted solutions to manage your data according to your preferences. An expert from Optsy will assist you with complimentary onboarding to ensure that the software is accurately configured and optimized for your business right from the start. This level of support helps to ensure a smooth transition and maximizes the software’s potential for your operations.

Media

Media

Integrations Supported

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

Integrations Supported

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

API Availability

Has API

API Availability

Has API

Pricing Information

$47.00/month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Xplor

Date Founded

2009

Company Location

United States

Company Website

www.serviceautopilot.com

Company Facts

Organization Name

Optsy

Date Founded

2015

Company Location

United States

Company Website

www.optsy.com

Categories and 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

Categories and 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

HVAC

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

IT Service

Contract Management
IT Asset Management
Incident Management
Knowledge Management
Release Management
Self Service Portal
Service Catalog
Service Reporting
Ticket Management

Maintenance Management

Asset Tracking
Billing & Invoicing
Calibration Management
Dispatch Management
Inventory Control
Inventory Management
Key & Lock Management
Mobile Access
Planning Calendar
Predictive Maintenance
Preventive Maintenance
Purchasing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Plumbing

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
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

Work Order

Contract Management
Customer Database
Dispatch Management
Inventory Control
Job Management
Preventive Maintenance
Quotes / Estimates
Recurring Appointments
Routing
Scheduling
Task Management

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