The Service Pilot – Frequently Asked Questions
General
The Service Pilot is an all-in-one software platform built that helps service businesses manage estimating, scheduling, invoicing, employee time tracking, commission calculation, CRM, and marketing automation—all in one place.
It’s designed for service-based businesses such as window cleaning, pressure washing, landscaping, HVAC, plumbing, and other home or commercial services.
Unlike generic CRMs, The Service Pilot is purpose-built for service companies. It combines automation, estimating, AI assistants, and team management into one platform—so you don’t need five different tools to run your business.
Features
Yes. You can create, send, and track professional estimates and invoices, and accept payments directly through integrations like Stripe and Square.
Absolutely. Our smart scheduling system makes it easy to manage recurring appointments, crew assignments, and last-minute reschedules with AI-powered reminders.
Yes. The built-in time tracking and crew clock system lets employees clock in/out, and our commission calculator automates payouts based on your custom structure.
Yes, you can sync your financial data with QuickBooks for streamlined accounting.
Yes! It includes automated review requests that are sent after each job, helping you build a strong online reputation.
Automation & AI
The AI assistant can answer customer questions, confirm appointments, send follow-up messages, and even re-engage old leads—24/7.
Yes. You can set up automated email and SMS campaigns, track leads, and reactivate past customers—all without lifting a finger.
Setup & Support
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.
Pricing & Plans
We offer flexible monthly plans depending on your business size and needs. Contact us for exact pricing or start with our free 30-day trial.
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.
Security & Data
Yes. We use industry-standard encryption and secure servers to protect your business and customer data.
Absolutely. You can export your customer data, invoices, and reports at any time.