The Service Pilot – Frequently Asked Questions
Getting Started
An all-in-one platform to run a service business—CRM, scheduling, estimates, automations, payments, and reporting in one place.
Window cleaning, pressure washing, pool cleaning, landscaping, lawn care, cleaning companies, and most field service businesses.
Most accounts can be live quickly once we have your basics (services, pricing, calendar rules, and branding).
Paid plans currently start at $147/month. One free month is included with any paid package.
Yes. You can try The Service Pilot risk-free for 30 days.
No long-term contracts—our plans are month-to-month. You can cancel anytime.
We can help you import contacts and set up pipelines. If you have an existing CRM, we’ll guide you on what to export and how to map it.
Yes—add unlimited services and customize pipelines and automations per service type.
No, but it helps. You can still capture leads with forms, booking links, and follow-up automations.
Getting started is simple. Our team helps onboard your business, import customer data, and set up automations so you can hit the ground running.
Yes, we provide onboarding sessions, step-by-step tutorials, and ongoing support to make sure you and your team feel confident using the platform.
We offer live chat, email, and phone support, plus a resource library with training videos and FAQs.
Plans & Pricing
What’s Included
CRM, pipeline, scheduling tools, basic automations, estimates/invoices (adjust to your actual features).
Yes—customers can request or book appointments based on your availability rules.
Yes—accept card/ACH depending on your payment setup.
Yes—collect deposits at booking or before the job.
Yes—text/email reminders, confirmations, and follow-ups.
Yes, our Quote generator will submit the proposal to your customer automatically once the quote is generated.
Yes—e-signature supported (if enabled in your system).
Yes—attach job photos, before/after, and internal notes.
CRM, Pipelines & Automation
Yes—new lead follow-up, missed call text-back, estimate follow-up, and more.
Yes—customize stages per service type.
Yes—status changes can trigger customer and office notifications.
Yes—set quarterly/semi-annual reminders and confirmations.
Yes—tags, custom fields, and smart lists.
es—multi-step confirmations with optional fallback calls if desired.
Scheduling, Dispatch & Field Operations
Yes—calendar views by day/week and by technician.
Yes—updates trigger notifications and keep everyone aligned.
Yes—assign and notify techs automatically.
Yes—depending on your booking settings.
AI Receptionist Features
An AI assistant that can answer calls/texts, qualify leads, and route requests.
The AI Receptionist is available as a $157/month add-on to paid plans; messaging and call usage rates apply based on carrier costs.
Yes. AI receptionist can book appointments
Guardrails: business hours, approved pricing rules, limited actions, escalation to staff.
Yes—You can view transcripts, recordings, and outcomes
Yes, if enabled, with escalation rules.
Payments, Invoicing & Accounting
Yes. you can connect your account to Quickbook
Yes—trigger invoices and receipts automatically.
Yes—send payment links and reminders.
Yes—aging and reminders
we are currently working to push the tipping out with our next update
Reputation & Reviews
Yes—send review requests after completed jobs.
Yes—only happy customers, or based on internal tags.
Yes—customers can be sent to Google review link.
Marketing & Lead Generation
Yes—message templates, follow-ups, and campaigns
Yes—seasonal promos, reactivation, recurring reminders.
Yes—forms can create leads automatically.
Yes—tracking fields, tags, and reporting (depending on setup).
Users, Teams & Permissions
Yes— you can add as many users with role-based access your business requiers (NO LIMIT).
Yes—permissions by role is supported
Data, Security & Compliance
No—you own your data. We provide the platform.
Encryption and standard security practices
Yes—export contacts and key records
Troubleshooting & Support
Chat and email
We can help build or refine workflows during onboarding or as an add-on service.