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About Service Autopilot

Service Autopilot is application service provider featuring non-downloadable software for managing service businesses, namely, software for enabling and managing information reporting in the field of Customer Relationship Management (CRM).
It offers managing reporting of contact information, customer support inquiries, invoicing information, payment information, billing information, scheduled service information and job estimate information.
One system runs entire company. Users get control of their time, scheduling, expenses, employees, marketing, and profits.

About Fulcrum

Design your forms using the intuitive, web-based drag-and-drop designer and deploy to your mobile workforce for gathering information like text, photos, SpatialVideo, SpatialAudio, signatures, barcodes, GPS Location, and more.

Fulcrum can record whatever you need from the field with full support for offline data collection and mapping (from asset management and inventory to environmental observations, field audits, and inspections).

Access your live data feed for real time mapping or export your data and attachments in a variety of standard formats for further analysis. Fulcrum can be used as a standalone location-based data collection platform or integrated with existing services such as GIS and asset management systems.

About ServiceTrade

ServiceTrade helps commercial service contractors deliver amazing customer service that makes their business more valuable. Our customer service features enable online engagement throughout the service cycle and build profitable, long-term relationships.

Through ServiceTrade, impress customers with media-rich online quotes, after-service reports with photos from techs’ mobile devices, and an online portal with their full service history.

ServiceTrade streamlines service operations by managing work orders, scheduling planned and emergency services, and integrating with most accounting platforms to eliminate double data entry.

ServiceTrade’s web and mobile applications convert service delivery into digital marketing impressions that are memorable and helpful to customers.

Features

  • API
  • Contact Management
  • Customer Management
  • Data Export
  • Data Import
  • External Integrations
  • Lead Management
  • Multi-User
  • Notifications
  • Scheduling
  • Task Scheduling/Tracking
  • Timesheets
  • Travel Management
  • Route Optimization
  • Mobile App

Features

  • API
  • Contact Management
  • Customer Management
  • Data Export
  • Data Import
  • External Integrations
  • Lead Management
  • Multi-User
  • Notifications
  • Scheduling
  • Task Scheduling/Tracking
  • Timesheets
  • Travel Management
  • Route Optimization
  • Mobile App

Features

  • API
  • Contact Management
  • Customer Management
  • Data Export
  • Data Import
  • External Integrations
  • Lead Management
  • Multi-User
  • Notifications
  • Scheduling
  • Task Scheduling/Tracking
  • Timesheets
  • Travel Management
  • Route Optimization
  • Mobile App

Summary

  • Job Management

  • Contract Management

  • Billing & Invoicing

  • Interactive Map

  • Payroll Management

  • Quotes / Estimates

Summary

  • Smartphone data collection - flexible and affordable

Summary

  • Industry-leading customer engagement and field service management tools that help you grow.

  • Our tablet app gets customer approval with a digital signature – before leaving the job.

  • Send your customers an online after-service report that’s chock full of multimedia, and is always online and always available.

  • Collect online reviews from your happy customers and put them online where they boost the visibility of your business to prospects.

  • Wow your customers (and double your quote revenue) with online approvals. Customers review and approve online – and pictures seal the deal.

  • SaaS means that your data is available to everyone in the office and in the field from a variety of devices.

  • Our iOS and Android applications enable the latest hardware and software features – no clunky server logins or flaky web apps.

  • Open APIs mean that your customer service data can be shared with other open-API apps like your CRM, email platform and website.

  • ServiceTrade integrates with accounting applications like Intacct, QuickBooks, Sage, or NetSuite to eliminate double data entry.

  • ServiceTrade digitizes your existing forms to minimize the training required to go completely paperless.

Pricing

  • Credit card required: No
  • Startup: $47/month
    Pro: $79.97/month
    More options:
    QuickBooks Full Two-Way Sync: $25/month
    Extra Office Users: $25/month
    Extra Mobile Users: $15/month
    Advanced Mapping: $47/month
    Client Portal: $19.97/month
    Invoice Service: $0.99/ea.

Pricing

  • Starting from: $0.00/month
  • Credit card required: No
  • Get your first month free and then choose a plan that suits your interests best.

Pricing

  • Starting from: $59.00/month
  • Credit card required: No
  • Other purchasing options:

    • Self Starter: FREE. Unlimited quoting and 20 jobs per month
    • Premium: $89/mo/tech. Service Portal, Service Review, customer pricing contracts, Intacct integration, custom integrated support, premium 24x7 support.
    • Enterprise: $119/mo/tech. Advanced integrations library, website hosting, Wordpress technical support, ServiceTrade Certification Courses, premium 24x7 support.

FAQs

    Who are the main user groups of this service?
  • Main users are: scientific and technological services and research and design relating providers.

  • What is this service generally used for?
  • It is used for managing service businesses.

  • What platforms does this service support?
  • Web Based; Mobile: Android and iOS

  • What are some applications this service is commonly used in tandem with?
  • It is commonly used in tandem with QuickBooks.

  • Does this service integrate with any other apps?
  • There is QuickBooks Integration available.

  • Does this service offer guides, tutorials and or customer support?
  • They offer: Documentation; Webinars; Live Online Help.

FAQs

    Does this service offer guides, tutorials and or customer support?
  • Of course! We have a number of tutorials and support avenues: http://fulcrumapp.com/guides/. If you have any questions we are available via email and support channels on the website.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes! We have companies that have thousands of users collecting multiple projects.

  • Does this service offer an API?
  • Yes! We have a read and write API at http://fulcrumapp.com/developers/api/. Our company uses the webhook endpoint often for observing the data we collect in field.

  • Does this service integrate with any other apps?
  • Yes! It integrates with Zapier, which means that you can integrate it with hundreds of other apps, as well as ArcGIS and CartoDB. Integration is its strength. We have a team devoted to making it workflow friendly.

  • What platforms does this service support?
  • Native mobile apps - do all of your field collection on Android devices and/or iPhone/iPads.

  • Who are the main user groups of this service?
  • Users vary significantly from construction, utilities, public sector, parks, tourism, geology, universities to logistics companies. The forms are flexible so you can create a variety of different types of field surveys.

  • What is this service generally used for?
  • Collecting information in the field.

  • What are some applications this service is commonly used in tandem with?
  • CartoDB, Mapbox, Open Street Map, etc.

FAQs

    Does this service offer guides, tutorials and or customer support?
  • We have a robust Help Center that we're constantly updating at support.servicetrade.com.

  • Does this service offer multi-user capability (e.g. teams)?
  • Companies can setup an unlimited number of user accounts for their company. Our application allows you to organize them by their location or by service lines.

  • Who are the main user groups of this service?
  • Commercial service contractors in several industries who provide recurring services. Contractors who care about profitability, operational efficiency and great customer service love ServiceTrade.

  • What platforms does this service support?
  • Any browser for desktop users, and native iOS and Android apps

  • Does this service offer an API?
  • Yes! ServiceTrade's open API can be found on our website.

  • Does this service integrate with any other apps?
  • Intacct
    QuickBooks
    Salesforce
    Slack
    Web forms
    MailChimp
    ...and hundreds of others through Zapier

  • What are some applications this service is commonly used in tandem with?
  • ServiceTrade is compatible with Zapier to connect to hundreds of business applications. We also integrate with popular accounting packages including Intacct, QuickBooks, Sage, NetSuite, Microsoft Dynamics or about any accounting platform.

    Our Service Review integration makes valuable online customer reviews part of the service visit.

  • What is this service generally used for?
  • ServiceTrade is used to engage customers online throughout the service cycle, earn marking impressions from the service delivery, provide online after-service reports, create an online account where customers access their service history, manage work orders, schedule techs in fuel-efficient routes, schedule planned/preventative maintenance and emergency service calls, provide field technicians all the details about their schedule and jobs through the mobile app, collect information from field techs through photos, video, audio notes, paperwork, and fillable forms about what they see and do on site.

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Vendor Information

Founded:
2012
Based in:
Saint Petersburg
Employees:
11-50
Likes:
Followers:

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Other

Who uses Service Autopilot
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Regional Restrictions:
No restrictions.

Other

Who uses Fulcrum
  • Startups
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
  • WinPhone
  • Blackberry
Languages:
English, French, Portuguese, Spanish
Regional Restrictions:
No restrictions.

Other

Who uses ServiceTrade
  • Personal
  • Startups
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
North America
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