Quote Generator
Build custom quotes, offer packages and upsells, and automate follow-up so opportunities do not stall.
Explore Quote Generator
The complete platform
Everything You Need to Run and
Everything You Need to Run and
Grow Your Service Business
The Service Pilot brings your calls, leads, quotes, jobs, customers, payments, team communication, training, reporting, and growth tools into one connected operating system.
Sales & booking
Turn interest into booked, paid work
Capture demand, respond faster, create professional quotes, and move customers from first contact to a confirmed job.
Add-on
AI Voice & Receptionist
Answer calls around the clock, respond to leads, and keep appointment requests moving outside office hours.
Explore AI VoiceAI Booking & Smart Scheduling
Offer available times, match jobs to the right team, and reduce scheduling back-and-forth.
Explore AI BookingLead Capture Forms
Embed forms on websites and landing pages with custom fields and conditional logic.
Explore lead captureCustomer Communication
Coordinate email, SMS, reminders, updates, and follow-up without losing the customer history.
Explore communicationConnected CRM
Keep leads, customers, jobs, notes, and next steps together from the first call through repeat service.
Explore Service Business CRMDaily operations
Run the business with fewer handoffs
Scheduling, payments, staff workflows, reporting, and customer experience stay connected inside the same system.
Scheduling, Calendar & Job Tracker
Schedule work, track each job from assignment through completion, and open customer, service, pricing, invoice, estimate, note, and field-photo details without leaving the calendar.
Explore scheduling and job trackingComing Soon
Fleet Center
Connect live vehicle locations with scheduled jobs, route history, vehicle health, maintenance signals, and fleet reporting.
Explore Fleet CenterInvoicing & Payments
Create invoices, collect deposits, manage recurring charges, and see payment status in context.
Invoicing and paymentsEmployee Clock In/Out & Hours Tracker
Let employees clock in and out from the app, record breaks and job-specific hours, and review logged time for payroll and accountability.
Explore Payroll HubDashboards & Reporting
Track revenue, leads, jobs, reviews, and team activity without rebuilding reports by hand.
Dashboards and reportingReputation Management
Automate post-job review outreach, use AI-assisted responses, route service concerns to the office, and publish customer proof.
Reputation managementCommission Calculator
Calculate commissions by job, service type, or revenue rules without relying on separate spreadsheets.
Commission calculatorGrowth & intelligence
See what is working and improve it
Connect your marketing activity to real outcomes, keep your brand visible, and add deeper search visibility when you are ready.
ROI Center
Bring Google and Facebook ad performance together with pipeline returns so spend, leads, won revenue, and ROAS are visible in one place.
Explore ROI CenterSocial Media Planner
Plan, schedule, and publish content across social channels while keeping your marketing workflow inside the platform.
Social Media PlannerAdd-on
SEO Pilot
Use a dedicated search growth workspace for audits, priorities, local visibility, content planning, and ongoing optimization.
Explore SEO PilotComing Soon
Gift Cards
Sell branded digital gift cards with flexible values, personal messages, delivery options, and balance tracking for future service.
Explore Gift CardsComing Soon
Referral Program
Turn happy customers into trackable referrals with shareable links, configurable rewards, qualification rules, and customer credits.
Explore Referral ProgramSuccess Center
Train your team. Get support. Learn with other owners.
The Success Center gives every location one place for company training, product help, feedback, community, and team communication.
1
Academy
Publish your own company courses alongside Service Pilot training.
2
Community & Team Chat
Connect with other owners and keep internal team conversations close to the work.
3
Support & Feature Center
Talk with the Service Pilot team, track help requests, and share product feedback.
See The Service Pilot in action
Watch a full walkthrough or Choose the package that fits your business and get your first month free.