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  #401  
Old 02-26-2014, 03:14 PM
Aussie-Gardener Aussie-Gardener is offline
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Join Date: Oct 2013
Location: Melbourne Australia
Posts: 96
When I tested the portal a couple of months ago, the terms and conditions link did not work either. Did they fix this?
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  #402  
Old 02-27-2014, 08:46 AM
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MNBOY MNBOY is offline
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Join Date: Jun 2005
Location: Minneapolis, MN
Posts: 56
Just a heads up to anyone who uses SA. You currently can not put attachments on the estimates that you email your customers. It looks like it is working but when the email is opened, the attachment is not there. Just fyi for those who attach contracts and such. Your customers are not getting it.
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  #403  
Old 02-28-2014, 12:02 PM
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serviceautopilot serviceautopilot is offline
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Join Date: Feb 2014
Location: Plano, TX
Posts: 9
Quote:
Originally Posted by inzane View Post
it turns out the client portal is secure, its just has something to do with the company logo at the top left that isn't encrypted. So even though its secure, depending on what browser your using it may not appear that it is because of something to do with the logo on the login page.
Hey everyone, Chris at Service Autopilot here. I just wanted to confirm that this is exactly what the issue is. Everything on the Client Portal is secure and encrypted except for the company logo. That is why your customers are getting that message in the address bar. I have spoken with our development team about the confusion that this has caused and we will address moving the logo to a secure site with high urgency. Thank you.

-Chris
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  #404  
Old 02-28-2014, 11:54 PM
Aussie-Gardener Aussie-Gardener is offline
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Join Date: Oct 2013
Location: Melbourne Australia
Posts: 96
Quote:
Originally Posted by serviceautopilot View Post
Hey everyone, Chris at Service Autopilot here. I just wanted to confirm that this is exactly what the issue is. Everything on the Client Portal is secure and encrypted except for the company logo. That is why your customers are getting that message in the address bar. I have spoken with our development team about the confusion that this has caused and we will address moving the logo to a secure site with high urgency. Thank you.

-Chris


Its good to see you guys here.
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  #405  
Old 03-02-2014, 03:21 PM
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JFGLN JFGLN is offline
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Join Date: Mar 2004
Location: Olympia, Washington
Posts: 676
First time a client used the portal she sent me this message.

"Looks like it worked. The only thing that might confuse/scare your customers is that we get two emails. One confirming the authorization and the other confirming the sale. Is there a way to disable the authorization email?"

Is this normal?
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  #406  
Old 03-02-2014, 03:39 PM
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CNYScapes CNYScapes is offline
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Join Date: Mar 2003
Location: NY enroute to Atlanta
Posts: 796
I have been using for 1 full year and have not had a complaint on it yet. Ive probably had 50 payments come in through it. Most of my customers dont use it.
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  #407  
Old 03-02-2014, 04:10 PM
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JFGLN JFGLN is offline
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Join Date: Mar 2004
Location: Olympia, Washington
Posts: 676
Quote:
Originally Posted by CNYScapes View Post
I have been using for 1 full year and have not had a complaint on it yet. Ive probably had 50 payments come in through it. Most of my customers dont use it.
Do you know if they get the 2 emails like my customer described?
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  #408  
Old 06-25-2014, 04:03 PM
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Snydermf Snydermf is offline
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Join Date: Feb 2004
Location: Alfred NY
Posts: 76
Anybody have any new comments about SAP since March? I'm in serious need of a system like this and am looking at SAP, Jobber, ACT! and Operasoft right now. I know some of these are very different from each other and I'm trying to figure out which abilities I need most. I'm very interested in GPS tracking, but def. need something for tracking leads/customers at every step in the pipeline and probably some scheduling as well. I currently use just Quickbooks Pro and Excel sheets by hand. I'm running 2 mowing crews and a landscape crew and growing rapidly, serving about 120 customers. In the winter we do snow removal with 2 trucks, about 35-40 properties.
Thanks guys.
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  #409  
Old 06-27-2014, 11:38 PM
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McFarland_Lawn_Care McFarland_Lawn_Care is offline
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Join Date: Jan 2007
Location: Sedgwick, Maine
Posts: 1,115
You're just a tad smaller than us and we use SAP. Works great most of the time - they are still working on the mobile app and getting a few glitches out, but overall it's huge time saver. Pretty cool all the stuff you can do with it. I noticed there is a setting to turn on gps tracking but I'm not sure how it works or anything. Call them if you have any specific questions ....it's pricey but good. Syncs very well with QB.
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  #410  
Old 07-03-2014, 09:25 PM
mhelpdesk mhelpdesk is offline
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Join Date: Apr 2014
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Posts: 82
I don't think you need to go with SAP, but for a team your size, Mhelpdesk is pretty reasonably-priced and will do GPS tracking in realtime. It also works with Quickbooks and synchs to Google calendar, if you use that for scheduling. Or you can roll in your Excel spreadsheets. There's an online tour and a free two-week trial, so check out the website. Might be what you're looking for. Oh, and yes, the customers can pay online. There's a customer portal.
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