Everything You Need to Run and
Grow Your Service Business
Everything You Need to Run and Grow Your Service Business
The Service Pilot is your all-in-one software solution — packed with automation, intelligent tools, and easy-to-use features that eliminate the need for juggling multiple platforms. Whether you’re a solo operator or scaling a multi-location team, we’ve got every angle covered.
QUOTING, BOOKING & FORMS
Turn interest into appointments with smart, automated workflows.
Quote Generator
Build custom quotes on the fly or automate the quoting process entirely. Offer package options, upsells, and automated follow-ups to close deals 24/7 — even while you sleep.
Lead Capture Forms
Collect leads with drag-and-drop forms. Embed anywhere — your site, landing pages, or funnels — with full customization and conditional logic.
Booking Forms & Customization
Let customers book online in real-time. Customize fields, automate job assignment, and send confirmations instantly.
Smart Scheduling
Auto-suggest appointment slots based on technician availability, service zones, and work types — reducing back-and-forth and increasing bookings.
CALENDAR & TEAM SCHEDULING
Never miss a job. Always stay organized.
Dynamic Calendar View
Drag-and-drop jobs, view team schedules, and track appointments by day, week, or month — across one or multiple teams.
Send Schedule Automatically
Automatically send job reminders and updates to customers and staff by email or SMS — no manual follow-up needed.
Multi-Location & Time Zone Support
Operate in multiple regions without the chaos. Set time zones, team limits, and coverage areas for streamlined operations.
BILLING, PAYMENTS & SALES
Close deals faster and get paid quicker.
Invoicing & Payment Collection
Create, send, and automate invoices with seamless integrations (Stripe, Authorize.net, etc.). Accept credit cards, ACH, or in-person payments.
Charge Management
Track deposits, one-time charges, and recurring payments with complete transparency.
Coupons *
Create discounts and limited-time offers to win new business or reward loyal customers.
Gift Cards *
Sell and manage gift cards directly in the system. Great for promotions, holidays, and customer retention.
MARKETING & AUTOMATION
Effortlessly stay in front of customers — before and after the job.
Email & SMS Campaigns
Send marketing blasts, nurture sequences, or seasonal promotions with ease. Full reporting and automation included.
Connect to Your Existing Site
Seamlessly embed your quote forms, booking tools, live chat, and more into your current website — no redesign required.
Referral Program *
Automatically reward customers who refer friends or family. Simple setup. High-impact growth.
Email Tracking & SMS Notifications
Know when your emails are opened and texts are read. Trigger follow-ups based on customer actions.
Social Media Planner
Schedule, manage, and auto-post content across platforms — keeping your brand top of mind year-round.
Automatic Review Requests & Reputation Management
Request Google/Facebook reviews after each job. Monitor your reputation, respond to reviews, and grow your online presence — all in one place.
HIRING, STAFF & OPERATIONS
Scale your team with tools that support them at every stage.
Hiring Portal
Post jobs, collect applications, and manage hiring pipelines — all inside The Service Pilot.
Clocking In/Out System
Allow employees to clock in/out from the app. Track time, breaks, and job-specific hours for payroll or accountability.
Tags & Filters
Organize customers, leads, employees, and jobs with unlimited tag options for sorting and segmentation.
Commission Calculator
Automatically calculate staff or sales team commissions based on job, service type, or revenue rules — no spreadsheets needed.
System Alerts
Get notified when important events happen — missed clock-ins, new leads, payment failures, or customer requests.
DATA, REPORTING & CONTROL
Manage your business with confidence, clarity, and control.
Custom Dashboard
Track what matters most — revenue, leads, jobs, reviews, team performance — all in one visual dashboard.
Import Tool
Seamlessly bring in customers, leads, price lists, and schedules from spreadsheets or other platforms.
Export Tool
Need your data? Export any time — customers, invoices, job reports, and more.
Multi-Service Support & Tiered Pricing
Offer multiple services (e.g. window cleaning, pressure washing, gutter repair) with separate pricing, job types, and workflows.
Mobile Access
Run your entire business from your phone. Full-feature access for you and your team on the go.
IVR System (Phone Menu Automation)
Set up a smart phone menu (e.g. “Press 1 for scheduling”) and direct calls to the right person or voicemail, improving customer experience.
Remove The Service Pilot Branding *
Use your logo and colors throughout the system for a fully white-labeled experience.
The Service Pilot: Built for Service Pros by Service Pros
No more piecing together 5+ tools just to run your business. The Service Pilot brings everything you need into one seamless platform:
- No tech headaches
- No missed appointments
- No lost leads
- No unpaid invoices
Whether you clean windows, pressure wash, mow lawns, or build fences — The Service Pilot is ready to help you quote faster, book smarter, get paid quicker, and grow bigger.
