The Service Pilot

Train your team, connect with other owners, keep team conversations organized, and get direct product support inside The Service Pilot Success Center.

Features / Success Center

Success Center

Training, Community, Team Chat, and Support—Together

Give your business one place to onboard employees, share company knowledge, connect with other service business owners, communicate with your team, and reach The Service Pilot support team.

Academy

Keep every Service Pilot training video in one learning library

Give owners, managers, and employees one organized place to find official Service Pilot training. Browse product videos, follow lessons, and track learning progress without searching through scattered links.

1

Service Pilot training library

Keep walkthroughs for contacts, dashboards, quotes, calendars, job management, and other product workflows together.

2

Courses and lessons

Turn individual videos into organized courses that employees can follow in a clear order.

3

Visible learning progress

See what is in progress and completed so each employee knows what to learn next.

Privacy-safe Service Pilot Academy showing product training courses, lessons, and progress
Company Training

Build courses, knowledge-base training, and learning paths for your employees

Create a private training program around the way your company operates. Add your own videos, written lessons, supporting files, knowledge checks, and structured learning paths to train and coach your team.

1

Your training content

Build company courses and upload videos for onboarding, safety, customer service, sales, quality standards, and field procedures.

2

Knowledge-base learning

Turn company policies, checklists, standards, and step-by-step instructions into searchable employee education.

3

Employee learning paths

Arrange courses and lessons into guided paths that help owners train, coach, and develop employees consistently.

Privacy-safe Service Pilot company training builder showing courses, knowledge-base content, and a learning path form
Community

Learn with business owners solving familiar problems

Exchange ideas, compare workflows, and join practical conversations with service business owners who understand the day-to-day work.

1

Find your industry group

Join focused spaces for window cleaning, pressure washing, landscaping, HVAC, janitorial, pest control, auto detailing, pool service, and more.

2

Trade practical experience

Ask other operators about equipment, pricing, hiring, safety, quality standards, and the situations they face in the field.

3

Keep peer knowledge organized

Industry channels keep useful conversations easier to find than scattered social posts or private message threads.

Service Pilot Success Center Community directory showing sample industry groups and member counts
Industry Chat

Turn a quick question into shared operating knowledge

Open an industry channel, ask a practical question, and learn from business owners who work through similar jobs, customer expectations, and field challenges.

Live peer conversation

Share ideas and respond in a familiar chat workspace with channel members visible beside the discussion.

Focused by trade

Keep advice relevant by discussing each topic with operators from the appropriate service industry.

Service Pilot Success Center Community showing a fictional sample conversation in the Window Cleaning industry channel
Company Channels

Create private channels for your company team

Create channels around the way your company works, then invite only the employees who belong in each conversation. For example, create a Technicians channel to discuss jobs with your field team or an Office Staff channel for internal office information and updates.

1

Create channels your way

Name channels for technicians, office staff, sales, managers, projects, or any workflow your company needs.

2

Invite the right team members

Add only the employees who should participate, so technicians can focus on jobs while office staff handle internal updates.

3

Private within your company

Company channels and their conversations stay inside your Service Pilot sub-account and are not shared with other businesses or Community members.

Service Pilot Success Center showing fictional private company channels for technicians, office staff, and sales follow-up
Private Team Chat

Message teammates and share the files that move work forward

Start a private one-to-one conversation with your team members in your company, send job-site photos, and exchange the documents needed to complete the work. These chats stay within your company team and are not shared with other businesses or Community members.

Same-company direct messages

Private one-to-one conversations are limited to teammates who belong to the same company sub-account.

Photos and files

Share field photos, checklists, signed work orders, and other supporting files directly with your company teammate.

Fictional same-company Service Pilot private team conversation showing photo and PDF file sharing
Feature Center

Help shape what The Service Pilot builds next

See Service Pilot releases and product announcements, submit feature ideas, and vote for the improvements that would make the biggest difference to your business.

1

Releases and announcements

Follow newly released capabilities and important Service Pilot product updates in one place.

2

Request a feature

Business owners can describe the improvement they want and share why it would help their workflow.

3

Vote on what matters

Owners can support useful ideas with a like. Popular requests that make sense for the platform can be reviewed and considered for development.

Fictional Service Pilot Feature Center showing release announcements, feature requests, and community voting
Support

Create a ticket and get help from the Service Pilot team

Submit technical issues, billing questions, onboarding requests, or general support needs. Add the details and supporting photos or files so the right team can help.

1

Choose the request type

Route technical issues, billing help, onboarding questions, and general requests to the appropriate team.

2

Share the full context

Describe what happened, select a priority, and attach helpful screenshots, photos, or files.

3

Keep every request organized

Each ticket has its own subject, category, details, attachments, status, and conversation history.

Privacy-safe Service Pilot Support form for submitting a billing, technical, onboarding, or general help ticket
Ticket Tracking & Dev Chat

Track every request and continue the conversation

Follow each ticket from the first message through resolution. See whether the request is open, waiting on you, waiting on Service Pilot, or resolved, then chat directly with the support or development team inside the ticket.

1

Clear ticket status

Know who needs to act next without searching through email or starting the request over.

2

Direct team conversation

Reply to Service Pilot Support or the development team and keep every update connected to the issue.

3

Complete request history

Review messages, attachments, and progress in one place until the issue is resolved and closed.

Privacy-safe Service Pilot Support workspace showing ticket statuses and a conversation with the support team
FAQs

Success Center questions

Can business owners upload their own training?

Yes. Academy is designed to combine Service Pilot training with private company-owned courses and videos.

Is Community the same as Team Chat?

No. Community connects owners and industry peers; Team Chat supports internal company communication.

Can support requests be tracked?

Yes. Requests can move through open, waiting, resolved, and closed states so responsibility stays clear.

Give your team a shared place to succeed

See training, community, communication, and support working inside The Service Pilot.