Field Services CRM: How Service Autopilot Works for You

When searching for the best field services CRM, it’s important to select the best one to meet your business needs.

In this article, you’ll discover how the #1 field services CRM will work for you to streamline everyday tasks, such as:

• Automate invoicing
• Manage hiring/termination
• Tracking equipment and inventory
• Set up auto-pay and credit card processing
• Manage employee time clocking and job tracking

Discover how the best all-in-one field services CRM (i.e. customer relationship management), can help you streamline all of these tasks and more.

My Expert Experience With Field Services CRM

With over seven years of experience in the lawn and landscape industry, I’ve seen firsthand how Service Autopilot streamlines management and sales duties on a daily basis.

As a sales manager at 855RILAWNS and a consultant/marketing expert at Ready Business Systems, I am well-versed in what Service Autopilot has to offer.

At Ready Business Systems (a Service Autopilot Certified Advisor), we specialize in automations building and set-up, as well as consulting and expert marketing.

Why the Right Field Services CRM Is Crucial

In my previous position as a lawn care applicator, every morning I was handed a stack of paper invoices for my route.

Then, it was my responsibility to spend 5-10 minutes using Google Maps to optimize my route for the day.

Each day as I planned my driving route, I longed for the perfect field services CRM to optimize my daily routes for me.

Additionally, I needed a field services software to help me streamline daily tasks, such as:

• Job management
• Customer invoicing
• Optimized dispatching and routing on-the-go
• Job notes for the applicator (e.g. spot treat for weeds, check for grubs, etc.)

Instead, I was left with handwritten notes crammed onto a paper invoice, which I could easily lose or overlook altogether.

… And don’t even get me started on the paper invoices I’d shove inside of a plastic bag to leave at the customer's front or side door. In turn, causing delayed or late payments.

There’s no denying our daily operations were extremely outdated and inefficient.

We’d spend endless hours at the end of each month… 

• Resending invoices
• Combing through past due reports
• Making collection calls to clients for non-payment

From incomplete tasks to double data-entry, our minor clerical errors turned into customer complaints and wasted resources—all resulting in wasted profits.

All of these everyday problems could be solved with an all-in-one field services CRM!

Why Service Autopilot Is the #1 Field Services CRM

The difference between having a field services CRM and not having one is night and day. As the most powerful field services CRM, Service Autopilot is more than just a place to store client and company data.

What seems like decades of CRM technological improvements later, the system at 855RILAWNS is completely different.

Now, we’ve embraced technology and use Service Autopilot to effectively and efficiently run our business.

Opposite to our previous lawn care business operations, here are some of the top ways we use Service Autopilot:

• Automatic bulk invoicing
• Instantly optimized routes
• Same-day, automated payments
• Equipment and inventory tracking
• Hiring and termination management
• Tickets (i.e. To-Do’s) to stay organized and automatically delegate tasks
• Two-way auto-texts and email campaigns for surveys and service reminders
• Automations for simplified marketing, job management, and estimate follow-ups

Plus, with Service Autopilot’s mobile app, you can manage your field service business on-the-go from anywhere:

• Time-clocking
• View and edit job notes
• Upload before/after photos
• Add comments (e.g. recommend upsells/cross-sells, include client requests, etc.)

The limitless ways in which Service Autopilot streamlines daily operations, processes, and efficiencies allows you to dive into untapped growth and potential.

The #1 Way to Put Your Everyday Tasks on Autopilot

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Ditch the Paper and the Dry Erase Boards With Service Autopilot

With Service Autopilot, you can take your field service business off of paper and into the 21st century.

Forget about the… 

• Wall map
• Paper invoices
• Dry erase board
• Mounds of sticky notes
• Manual double-data entries

Not only will your business appear more professional and modern to customers, but you'll also find that many repeatable tasks can be automated.

By automating everyday aspects of your business, you'll have more time to focus on higher value tasks, like scaling and growing your business.

How Service Autopilot and Ready Business Systems Work in Harmony

By hitting the autopilot switch, you can:

• Automatically send invoices automatically
• Autoroute the most optimized route schedule
• Get paid on time, every time, same-day with autopay
• Communicate with customers about service visits and scheduling
• Set up automations to market your services and follow-up on estimates

Stop leaving money on the table and take your business to the next level with Service Autopilot—the #1 field services CRM.

Plus, did you know Ready Business Systems can help set up your automations to amplify their potential effect?

Ready Business Systems specializes in helping services businesses in the U.S. and Canada to free time and increase profits though expert marketing, systems building, and automation.

Services include things like:

• Training
• Software set-up
• Optimization to help organizations to efficiently operate

Automations is the  #1 way to follow up  with clients. If you’re not using it, your business might still be successful - but it won’t grow. 

Start Automations Tour

In Service Autopilot, our automations send emails and texts to:​

Every lead after an estimate is completed

Clients after their property has been serviced​

Remind leads and clients to send you customer feedback​

Update outdated or declined payment information​

Inform them when a service can’t be completed due to unforeseen circumstances (i.e. weather)​

Remind them of maintenance tips (i.e. putting a cover on the outdoor faucet before the winter)​

Start Automations Tour

Choose the #1 Field Services CRM to Streamline Efficiency in Your Business

Stop your business from struggling to juggle daily mundane tasks, and choose the best field services CRM to streamline efficiency and:

• Generate rapid bulk invoicing
• Push past your biggest growth ceilings
• Access automatic, instantly optimized routes
• Minimize clerical errors with double-data entry
• Automatically get paid same-day, on time, every time

With Service Autopilot, the sky’s the limit on what your field service business can achieve.

Choose the #1 field services CRM to maximize profits, grow faster, and automate operations today!

Related: The 3 Most Profitable Service Autopilot Automations

Originally published April 21, 2023 1:19 PM