Service Autopilot

Scheduling operates on a visual dispatch calendar that handles recurring and one-off jobs. This includes weekly, biweekly, monthly, depending on the client's cadences. Multi-day job management is a Pro-tier feature and up; below that, you're working with simpler single-day scheduling. The calendar gives office staff a live view of crew assignments, job status, as well as route coverage.

Automations lets you build trigger-based workflows that run on their own once set up. This entails estimate follow-ups, overdue invoice reminders, credit card update requests, as well as re-engagement campaigns, seasonal upsell sequences. It handles the repetitive follow-up work that would otherwise land on someone's desk every day.

Invoices generate the moment a job's marked completed. This cuts back the lag between finishing work and billing for it. SA Payments can charge accounts the same day, and it supports bulk-charging multiple unpaid accounts at once using filters and tags.

Route optimization got an AI layer recently through the NextBillion.ai integration. It's accessible via Optimized Stops on the Dispatch Board or through Smart Maps, and it factors in live traffic data alongside machine-learning routing to plan more efficient stops for field crews. The benefit is most noticeable for businesses running several crews through a dense service area.

The Reports Center covers revenue, employee productivity, along with other core metrics through pre-built reports. It also has a custom report builder for anything more specific. Once configured, it can track job costing, crew performance, as well as profitability.

Every client interaction, service request, along with payment gets logged, so each client's full history is stored within the system. In addition, the Client Portal lets clients check their own account, schedule, and invoice history.