Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
The Service Pilot serves as a comprehensive CRM and automation solution tailored for service-oriented businesses, seamlessly integrating leads, quotes, scheduling, invoicing, payments, customer feedback, communication, reporting, and growth processes. This platform is designed to enhance efficiency for various home-service sectors such as window cleaning, pressure washing, gutter maintenance, lawn care, HVAC, plumbing, roofing, cleaning services, contractors, and pool maintenance, enabling them to provide quicker quotes, better scheduling, automated follow-ups, streamlined payment collection, and foster customer loyalty all from a single interface. By simplifying these essential tasks, the Service Pilot empowers businesses to focus on delivering excellent service while driving growth and maintaining strong customer relationships.
Description
WonFlo serves as an online platform for lead qualification and advertising feedback tailored specifically for roofing contractors utilizing Google Ads. The platform's customized quote funnel operates on the contractor's own website, allowing homeowners to request roof estimates by simply inputting their address. It enhances incoming submissions with critical data, including roof measurements and historical storm information, while also verifying contact and address information to generate a lead score. Roofing contractors can analyze each lead through a user-friendly dashboard, categorize them as qualified, booked, or sold, and relay these outcomes back to Google Ads as conversion metrics to refine their advertising strategies. Additionally, service-area settings restrict estimates to a predetermined radius, and teams receive timely notifications via email and phone for new submissions. Designed to facilitate lead capture, qualification, and advertising insights, WonFlo complements existing CRM and job management systems instead of replacing them. Ultimately, this platform empowers roofing contractors to streamline their sales process while enhancing their marketing efforts.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Screenshots View All
No images available
Integrations
Acculynx
No
Google Ads
No
JobNimbus
No
Jobber
No
Zapier
No
Integrations
Acculynx
Yes
Google Ads
Yes
JobNimbus
Yes
Jobber
Yes
Zapier
Yes
Pricing Details
$147/month
Free Trial
Yes
Free Version
No
Pricing Details
$97/month
$97 per month with unlimited leads, no setup fee, and no long-term contract; cancel anytime.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
The Service Pilot
Website
theservicepilot.com
Vendor Details
Company Name
WonFlo
Founded
2026
Country
United States
Website
wonflo.com
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
Field Service Management
Billing & Invoicing
No
Contact Database
No
Contract Management
No
Customer Database
No
Dispatch Management
No
Electronic Signature
No
Inventory Management
No
Mobile Access
No
Payment Collection in the Field
No
Quotes / Estimates
No
Routing
No
Scheduling
No
Service History Tracking
No
Time Clock
No
Work Order Management
No
Product Features
Lead Generation
Contact Discovery
No
Contact Import/Export
No
Lead Capture
No
Lead Database Integration
No
Lead Nurturing
No
Lead Scoring
No
Lead Segmentation
No
Pipeline Management
No
Prospecting Tools
No
Visitor Identification
No