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The Service Pilot

All-in-one system that automates your service business — so you make more money with less stress.·theservicepilot.com

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The Service Pilot is a CRM and automation platform built for service businesses (window cleaning, pressure washing, HVAC, lawn care, etc.) that manages quoting, scheduling, customer messaging, invoicing/payments, marketing campaigns, review requests, payroll/time tracking, and reporting in one system. It is built on Go High Level and customized for the service industry. The platform aims to help owners book more jobs, get paid faster, and reduce admin/office overhead.

What it's for

generating and automatically following up on quotes/estimatesonline booking and smart appointment schedulingrecurring service schedulinginvoicing and collecting paymentsemail and SMS marketing campaignsautomated review requests and reputation managementmissed-call text-back and AI receptionist call handlingtime tracking and commission calculation for crewslead capture via website formsreporting on jobs, leads, and revenue

Features 24

  • AI Receptionist (24/7 call/text/chat handling and booking)
  • Automated schedule/job reminders via email or SMS
  • Automatic Review Requests & Reputation Management
  • Charge Management for deposits and recurring payments
  • Commission Calculator
  • Coupons and Gift Cards
  • Custom Reporting Dashboard
  • Dynamic Calendar View (drag-and-drop, multi-team)
  • Email & SMS Marketing Campaigns
  • Email/SMS tracking and triggered follow-ups
  • Employee Clock In/Out and time tracking
  • Import/Export tools for customer and job data
  • Invoicing & Payment Collection (Stripe, Authorize.net, Square, etc.)
  • IVR phone menu system
  • Lead Capture Forms with conditional logic
  • Mobile access for staff and owners
  • Multi-Location & Time Zone Support
  • Online Booking Forms & Calendar
  • QuickBooks Sync
  • Quote Generator with automated follow-ups
  • Referral Program automation
  • Smart Scheduling with auto-suggested slots
  • Social Media Planner
  • Website integration for quote/booking forms and live chat

At a glance

free trial
TypeWeb app
DeploymentCloud
PlatformsWeb
Forservice business owners, small teams/solo operators, growing service companies, service owners doing $20k-$300k+/month
CompanyThe Service Pilot

Integrations

StripeSquareAuthorize.netQuickBooksGo High LevelFacebookGoogle

Pricing

Prices shown are 'Founding Member' rates ($147 Take Off, $297 Cruising, $397 First Class per month). Standard/regular pricing is stated to become $197, $397, and $497 respectively once founding spots are filled. SMS, email, and calling usage costs are billed separately from the monthly plan fee.

Take Off$147/mo

Founding member price; standard price will be $197/month once founding spots fill. Does not include SMS rate and AI Receptionist.

45 Booked Jobs in 90 Days Guaranteed; 1 Custom Lead Form; Unlimited Storage

Cruising$297/mo

Founding member price; standard price will be $397/month once founding spots fill. Does not include SMS rate and AI Receptionist. Marked 'Popular'.

45 Booked Jobs in 90 Days Guaranteed; Up to 5,000 Contacts for Campaigns; 2 Custom Lead Forms

First Class$397/mo

Founding member price; standard price will be $497/month once founding spots fill. Does not include SMS rate and AI Receptionist.

45 Booked Jobs in 90 Days Guaranteed; Up to 10,000 Contacts for Campaigns; Unlimited Custom Lead Forms

Founding member pricing ($147/$297/$397) is locked in for the lifetime of the account for a limited number of early adopters; standard pricing will rise to $197/$397/$497.

Last checked 24 days ago·