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
Workely is an online platform designed specifically for home-service companies to manage lead responses and generate quotes efficiently. It captures potential customer inquiries via website forms, utilizes the specific pricing rules and limitations of each business to create tailored quotes, and flags requests that require the owner's discretion for further assessment. Business owners have the option to either review and approve quotes before they are sent or to set up automatic sending for streamlined operations. Each quote comes with a booking link, and integration with Google Calendar showcases available time slots for appointments. The platform also engages with leads through follow-ups at one hour, one day, and three days, ceasing communication once a booking is made or if the lead opts out. Additionally, it maintains records of customer interactions, quote details, and job information, seamlessly integrating with existing customer relationship management systems. Targeted at operators in various home-service sectors such as pressure washing, lawn care, cleaning, and pest control, Workely aims to enhance efficiency and conversion rates in lead management. Ultimately, the platform strives to optimize the overall customer experience for service providers.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Screenshots View All
No images available
Integrations
Google Calendar
No
Zapier
No
n8n
No
Pricing Details
$147/month
Free Trial
Yes
Free Version
No
Pricing Details
$149/month
Speed to Lead is $149 per month for up to two seats. The first ten founding customers are offered $99 per month, locked for life. The site describes monthly billing and cancellation without a contract.
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
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
The Service Pilot
Website
theservicepilot.com
Vendor Details
Company Name
Workely
Founded
2026
Country
United States
Website
www.workely.ai/
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 Management
Activity Tracking
No
Campaign Management
No
Lead Capture
No
Lead Distribution
No
Lead Nurturing
No
Lead Scoring
No
Lead Segmentation
No
Pipeline Management
No
Prospecting Tools
No
Source Tracking
No
Alternatives
Alternatives
No Alternatives