Employee Time & Payroll
Track clock-ins, hours, commissions, project payouts, and payroll activity.
Explore Payroll Hub →The operating system for service businesses
One CRM to Book, Manage, and Grow Your Service Business
Quote faster, schedule smarter, automate follow-ups, collect payments, and keep customers coming back from one service business platform.
✓ Built for growing service businesses
35Invoices paid
One connected systemFrom first lead to final payment
Built for service teamsOffice, field, and management workflows
Real product supportTraining, tickets, and direct help
Start with one month freeOne free month with any package
Lead to payment
Run the entire customer journey from one service business CRM
The Service Pilot connects the work that usually lives in separate tools. Your team can capture a lead, send a professional estimate, schedule the job, communicate with the customer, collect payment, and request a review without rebuilding the customer record at every step.
Sales & CRM
Keep every opportunity moving toward booked work
Bring new inquiries, pipeline stages, customer details, estimates, and follow-up into one connected sales process. Your office can see what needs attention, what was quoted, and what should happen next.
- Organize leads and customers in a connected CRM
- Build professional quotes with packages and add-ons
- Automate quote reminders without losing the human handoff
Scheduling & job management
Schedule smarter and keep job details close to the calendar
Assign work, view booked value, track job status, and open the information your field and office teams need without moving between disconnected systems.
- Calendar views for jobs, appointments, and team availability
- Job tracker details for services, pricing, notes, estimates, and invoices
- Field photo uploads and completion information connected to the job
Customer communication & automation
Respond faster and automate the routine touchpoints
Keep calls, texts, emails, reminders, invoice updates, and follow-up in one customer timeline. Build workflows that react when leads arrive, quotes change, jobs are scheduled, payments are received, or work is completed.
- Shared inbox with a complete customer conversation history
- Automated confirmations, reminders, and follow-up sequences
- Clear team handoffs when a customer needs personal attention
Invoicing, payments & reporting
Know what was earned, what was paid, and what needs attention
Create invoices from completed work, monitor payment status, and connect financial activity to the jobs, customers, and team activity that produced it.
- Professional invoices and clear payment status
- Connected dashboards for invoices, collections, leads, and booked work
- Sales forecasting and team workload visibility
More than a CRM
Give the team the tools to deliver better work
Keep employee operations, customer experience, marketing, and business intelligence connected to the same operating system.
Reputation Management
Request reviews after completed jobs, respond with AI assistance, and route low scores to the office.
Explore Reputation Management →Social Media Planner
Plan, schedule, and publish content across your connected social profiles.
Explore Social Planner →ROI Center
Connect Facebook and Google ad spend with leads, pipeline, won revenue, and return on ad spend.
Explore ROI Center →Success Center
Train your team, get support, and learn with other owners
Success Center brings product training, private company education, feature requests, support tickets, and industry conversations into one place.
AcademyService Pilot lessons plus your own company courses and learning paths.
CommunityIndustry groups, private company channels, and same-company direct messages.
Feature CenterFollow releases, request improvements, and vote on product ideas.
SupportCreate tickets, track progress, and chat with support or the development team.
Optional growth tools
Add AI and SEO support when your business is ready
Extend the core platform with specialized add-ons while keeping the customer and operational workflow connected.
ADD-ON
AI Receptionist
Answer inbound calls, handle routine questions, capture lead details, and keep booking requests moving outside office hours.
Explore AI Receptionist →ADD-ON
SEO Pilot
Organize search audits, local visibility priorities, content planning, reporting, and ongoing optimization in a dedicated SEO workspace.
Explore SEO Pilot →Built for real service businesses
Flexible enough for the way your company works
The Service Pilot is designed for recurring and job-based service businesses that need to manage leads, customers, crews, schedules, payments, and growth without stitching together a collection of disconnected tools.
Explore all features →Frequently asked questions
What service business owners usually ask
Get a clear picture of how the platform fits into daily operations before you schedule a walkthrough.
What does The Service Pilot replace?
The platform can bring CRM, quoting, scheduling, job tracking, customer communication, invoicing, payments, reviews, time tracking, reporting, marketing workflows, fleet tracking, an AI receptionist, local SEO tools, and advertising ROI reporting into one connected system.
Can my office and field team use the same platform?
Yes. Office staff can manage leads, customers, schedules, invoices, and communication while field teams access assigned work, job details, photos, time tracking, and completion information.
Does it support recurring service businesses?
Yes. The platform is designed for both recurring and one-time service workflows, including scheduling, customer follow-up, invoicing, and repeat-service management.
Can I automate customer follow-up?
Yes. Workflows can send confirmations, reminders, quote follow-ups, payment updates, review requests, and other customer messages based on events in the platform.
Are AI Receptionist and SEO Pilot included?
AI Receptionist and SEO Pilot are optional add-ons. They are labeled separately so you can distinguish the core platform from specialized growth tools.
Can I train my employees inside The Service Pilot?
Yes. Success Center Academy includes Service Pilot training, and companies can create their own courses, knowledge-base content, and learning paths for employees.
See it in action
Run your service business from one connected platform
See how The Service Pilot can help your team book more work, stay organized, and build a better customer experience.