Ready to stop juggling 5 apps and start running everything in one place?
Get The Service Pilot set up for your business fast — CRM, estimates, scheduling, automations, payments, and team tools — all in one system.
14-Day Setup Guarantee: If your system isn’t fully set up within 14 days, your next month is credited.
How We Serve
We Deliver the Best CRM Solutions
Business Command Dashboard
Track leads, jobs, revenue, team performance, and payments in one clean dashboard—so nothing slips through the cracks.
Instant Quotes & Booking
Let customers get pricing, choose services, and book jobs online 24/7—no calls, no back-and-forth.
Seasonal Campaigns
Launch proven SMS & email campaigns for slow seasons, promos, reactivations, and annual reminders—right on time, every year.
Smart Automations
Tailored workflows that follow up with leads, confirm appointments, collect payments, and request reviews—automatically.
Smart Automations
Tailored workflows that follow up with leads, confirm appointments, collect payments, and request reviews—automatically.
Seasonal Campaigns
Launch proven SMS & email campaigns for slow seasons, promos, reactivations, and annual reminders—right on time, every year.
Instant Quotes & Booking
Let customers get pricing, choose services, and book jobs online 24/7—no calls, no back-and-forth.
Business Command Dashboard
Track leads, jobs, revenue, team performance, and payments in one clean dashboard—so nothing slips through the cracks.
How We Serve
All the tools you need
to grow in one place
All the tools you need to grow in one place
automated
Estimating
Customer Reviews
payroll managment
Social
PLanner
Fleet
tracking
Unified Messaging
100% CLients success
Workflow Automation
Lead Scoring
Analytics & Reporting
Enhanced API Access
Team Collaboration
Custom Dashboards
Multi‑Channel Campaigns
Customer Segmentation
inventory
MANAGEMENT
Review Automation
Automate Your Online Reviews
Automate your online reviews with The Service Pilot so you’re consistently getting fresh 5-star feedback without chasing customers. After each job, we automatically send a review request by text and email, follow up if they don’t respond, and guide happy clients to leave reviews on Google or your preferred platform. More reviews, better rankings, and more inbound leads—on autopilot.
From initial outreach to publishing positive testimonials, our system ensures your reputation grows consistently and authentically.
Clean Dashboard
Your Business at a Glance
The Service Pilot dashboard gives you a clear, real-time view of your entire business in one place. Track new leads, estimates, booked jobs, and team activity at a glance—so you always know what’s happening today, what’s coming up next, and what needs attention. No digging through tabs or apps—just a clean command center to stay organized, respond faster, and keep revenue moving.
Smart Estimating Software
Effortless Estimate And booking Jobs
Make estimates and booking effortless with The Service Pilot. Send professional quotes in minutes, let customers approve online, and turn accepted estimates into scheduled jobs automatically. With built-in follow-ups, reminders, and instant booking options, you’ll close faster, stay organized, and keep your calendar full—without the back-and-forth.
Efficient Communication
Streamline Customer and Client Interactions
Streamline every customer interaction with The Service Pilot—from the first inquiry to the final invoice. Automatically reply to leads, send estimates, confirm appointments, and keep clients updated with texts and emails so no one is left wondering. Faster responses, fewer missed messages, and a smoother experience that turns more leads into booked jobs.
Stay connected in real time, nurture client relationships, and simplify outreach with our intuitive communication tools. Enhance every interaction with smart automation and personalized messaging that drives results.
Sales Pipeline Management
Streamline Your Sales Process for Maximum Efficiency
Our CRM system helps you track, manage, and optimize every stage of your sales pipeline. With automated task assignments, real-time updates, and clear visibility into your prospects' journey, you can focus on what matters—closing deals faster.
Gain insights into your sales performance, identify bottlenecks, and ensure no opportunity slips through.
Save Time And Manage Your business easily
Convert Website visitors into
leads with webchat Feature
Engage website visitors instantly and convert them into valuable leads using our interactive webchat feature. Quick responses to inquiries build trust, nurture relationships, and increase conversions effortlessly.
Frequently Asked Questions
Save Time And Manage Your all projects easily
Is The Service Pilot software suitable for small Service businesses?
The Service Pilot is an affordable, scalable CRM built for small service businesses to streamline daily operations and drive growth. Easily track every customer interaction, organize jobs and follow-ups, and deliver faster, more consistent customer service—so your team stays efficient, your schedule stays full, and your business scales without the chaos.
What kind of data can be collected with The Service Pilot?
The Service Pilot helps you capture and organize customer data in one place—including contact details, service/purchase history, communication logs, customer preferences, and engagement activity—so you can segment audiences, personalize follow-ups, and optimize marketing and sales campaigns with data-driven decisions that increase bookings and revenue.
How does The Service Pilot improve communication with clients and customers?
The Service Pilot automates customer communication so you never miss a lead. Instantly track every text, call, and message, trigger scheduled follow-ups, and send timely responses from one dashboard—keeping your pipeline moving and ensuring no customer inquiry goes unanswered.
How does The Service Pilot help track leads and sales performance?
The Service Pilot delivers lead tracking + performance analytics that help service businesses close more deals. Manage your sales pipeline in real time, track every customer interaction, and see which follow-ups, campaigns, and strategies drive conversions—so you can make data-driven decisions, improve win rates, and grow revenue faster.
How can The Service Pilot help improve my customer retention?
The Service Pilot centralizes customer data so you can track every interaction, monitor customer behavior, and trigger personalized follow-ups automatically. This creates a more consistent, tailored customer experience—helping you build long-term relationships, boost retention, and increase repeat bookings through proactive support and timely communication.
Can The Service Pilot be customized to suit my business needs?
Most CRM platforms—including The Service Pilot—offer customizable workflows, reports, and dashboards so you can tailor the system to your business goals, industry needs, and customer engagement strategy. Customize pipelines, automate follow-ups, track KPIs, and build dashboards that surface the numbers that matter—so your CRM fits your process (not the other way around).
How does The Service Pilot integrate with other business tools?
The Service Pilot integrates with tools like email marketing, social media, payment systems, and analytics platforms to create a unified workflow. This keeps customer data synced across apps, reduces duplicate work, and cuts manual data entry—so you can automate follow-ups, track performance, and manage your business from one connected system.
What kind of businesses benefit from using The Service Pilot?
The Service Pilot provides lead tracking and performance analytics so you can manage your sales pipeline, track every customer interaction, and see which campaigns and follow-ups drive conversions. With clear reporting and real-time insights, you can make data-driven decisions that improve close rates, reduce lead drop-off, and generate more booked jobs.
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