Simple Pricing. Powerful
Tools. No Surprises.
Whether you’re just starting out or scaling fast, The Service Pilot has a plan designed to fit your business. All plans come with core features like quoting, scheduling, CRM, and mobile access — so you can grow without the growing pains.
Real Customers. Real Results.
Who Should Choose The Service Pilot?
This platform is ideal for service owners who want:
A single place for quoting, CRM, scheduling, reviews & follow-up
Better automation than generic CRMs
To replace multiple tools — saving cost and complexity
Founding Member Pricing
As we continue building and expanding The Service Pilot, we are offering a limited number of founding memberships at preferred pricing. This early adopter rate is reserved for businesses that join us during this growth phase and will be locked in for the lifetime of their account.
Standard pricing will soon adjust to reflect the full value of the platform — $197 for Take Off, $397 for Cruising, and $497 for First Class.
Founding members secure access at $147, $297, and $397 per month, respectively.
Once founding spots are filled, all new accounts will enroll at standard rates.
AI Receptionist pricing: AI Receptionist is available as a $157/month add-on with unlimited conversations. Messaging and call usage rates apply based on carrier costs. See the AI Receptionist page for current details.
Take Off
Perfect for solo operators or small teams just getting started.-
1 Custom Lead Form
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Unlimited Storage
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Unlimited Users
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Quote Generator
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Booking Forms & Calendar
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Free Website Hosting with Backup
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Browser Access
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Basic CRM Tools
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Smart Scheduling
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Invoicing
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Email Automation
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Quick Books Sync
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Success Center
Cruising
Designed for growing businesses that want to automate more or market smarter-
Everything in TAKEOFF, Plus:
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2 Custom Lead Forms
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Email & SMS Campaign Builder
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Coupons & Basic Referral Program
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Chat Support
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Tags & Smart Reporting
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Multi-Service & Pricing
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System Alerts & Notifications
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Social Media Planner
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Voice Bomb
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ROI Center
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Fleet Tracker
First Class
For teams ready to scale with automation, marketing, and team management.-
Everything in CRUISING, Plus:
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Unlimited Custom Lead Forms
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IVR System
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Reputation Managment
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Comission Calculator
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Clock IN/ OUT Tracker
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Gift Cards
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Remove The Service Pilot Branding
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Referal Program
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Instant Quoting On Your Website
Compare Service Pilot plans
See exactly what is available at each level, from core CRM and communication tools to quoting, automation, operations, and AI.
| Feature | Take Off$147/moChoose Take Off | Most popularCruising$297/moChoose Cruising | Best valueFirst Class$397/moChoose First Class |
|---|---|---|---|
| Plan & access | |||
| Founding member price | $147/mo | $297/mo | $397/mo |
| First month free | Included | Included | Included |
| Users | Unlimited | Unlimited | Unlimited |
| Storage | Unlimited | Unlimited | Unlimited |
| Browser access | Included | Included | Included |
| Website hosting with backup | Included | Included | Included |
| CRM & customer communication | |||
| Contacts & customer records | Included | Included | Included |
| Unified conversations inboxEmail, SMS and connected channels | Included | Included | Included |
| Opportunities & sales pipeline | Included | Included | Included |
| Custom contact fields | Included | Included | Included |
| Tasks, notes & activity history | Included | Included | Included |
| Contact importCSV import supported | Included | Included | Included |
| Dashboard & activity reporting | Included | Included | Included |
| Email messaging | Included | Included | Included |
| SMS messagingCarrier and delivery rates apply | Usage billed | Usage billed | Usage billed |
| Calling & phone numbersCarrier rates apply | Usage billed | Usage billed | Usage billed |
| Call recording & voicemailCarrier rates apply | Usage billed | Usage billed | Usage billed |
| SMS opt-in & STOP handling | Included | Included | Included |
| Quoting, booking & payments | |||
| Custom lead forms | 1 form | 2 forms | Unlimited |
| Quote Generator | Included | Included | Included |
| Booking forms & calendar | Included | Included | Included |
| Smart scheduling | Included | Included | Included |
| Invoicing | Included | Included | Included |
| Online payment collectionProcessor fees apply | Included | Included | Included |
| Payment links & recurring paymentsProcessor fees apply | Included | Included | Included |
| QuickBooks sync | Included | Included | Included |
| Multi-service & pricing tools | Included | Included | Included |
| Instant quoting on your website | Not included | Not included | Included |
| Automation & marketing | |||
| Email automation | Included | Included | Included |
| Core workflow automation | Included | Included | Included |
| Email & SMS Campaign Builder | Not included | Included | Included |
| System alerts & notifications | Not included | Included | Included |
| Referral program | Not included | Not included | Coming soon |
| Social Media Planner | Not included | Included | Included |
| Voice Bomb | Not included | Usage billed | Usage billed |
| Reputation management | Not included | Not included | Included |
| Operations & growth | |||
| Tags & smart reporting | Not included | Included | Included |
| ROI Center | Not included | Included | Included |
| Fleet TrackerPowered by One Step GPS | Not included | Coming soon | Coming soon |
| IVR phone system | Not included | Not included | Included |
| Commission calculator | Not included | Not included | Included |
| Clock in / out tracker | Not included | Not included | Included |
| Gift cards | Not included | Not included | Coming soon |
| Remove Service Pilot branding | Not included | Not included | Included |
| Team roles & permissions | Included | Included | Included |
| Support, AI & add-ons | |||
| Success CenterOne place for support, training and community | Included | Included | Included |
| Chat supportGet help from The Service Pilot team | Included | Included | Included |
| AcademyService Pilot and company training videos and courses for your team | Included | Included | Included |
| Chat & ChannelsChat with your team and other business owners | Included | Included | Included |
| Guided onboarding | Included | Included | Included |
| AI assistant featuresAvailability depends on the AI feature used | Usage billed | Usage billed | Usage billed |
| AI ReceptionistUnlimited conversations; call and messaging usage billed separately | Add-on $157/mo | Add-on $157/mo | Add-on $157/mo |
| SEO PilotAI-powered SEO add-on designed to improve your visibility on Google without hiring a separate SEO company; priced separately | Coming soon add-on | Coming soon add-on | Coming soon add-on |
Good to know: Plans include the software shown above. SMS, calling, payment processing, and certain AI actions use third-party services and may carry separate usage fees. Feature availability may depend on setup, account eligibility, and integration requirements.
FAQs
Some features use third-party usage (like phone calls, texts, and certain AI actions). Your monthly plan covers the platform—usage is billed based on what you actually use, so you’re never paying for what you don’t.
Plans include the software. Messaging and calling fees are separate (carrier + delivery costs). You’ll see your usage clearly inside the dashboard.
Yes. Every plan includes guided onboarding so your pipeline, calendar, automations, and templates are set up correctly—fast.
You can cancel anytime. No long-term contracts required (unless you choose a discounted annual option, if offered).
Take Off is for getting organized quickly (core CRM + automations). Cruising adds more automation and growth tools. First Class is for teams that want the most automation, reporting, and scale features—plus priority support.