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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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 

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