Stay Organized From First Contact To Completed Job
Receive a fully customized CRM built around your business. Manage leads, customers, appointments, estimates, conversations, and your sales pipeline from one centralized dashboard.
What this means for your business
- ✓Never lose another lead
- ✓Keep your entire team organized
- ✓Track every customer interaction
- ✓Manage your business from desktop or mobile
- ✓Save time with automated follow-up
How it works
Receive a fully customized CRM built around your business. Manage leads, customers, appointments, estimates, conversations, and your sales pipeline from one centralized dashboard.
Every call, text, form fill and web chat lands in one place, so nothing slips through the cracks. Each new lead is added to your pipeline automatically with the customer's name, phone number and the service they need.
Your team moves each job through simple stages — new lead, quoted, scheduled, completed — so everyone can see exactly what is happening without asking around. Notes, photos, estimates and conversation history stay attached to the customer.
Automations handle the repetitive work: appointment reminders, estimate follow-ups, lead nurturing, review requests, internal notifications and customer reactivation campaigns all run in the background while you work.
It's a white-labeled system with your custom business logo, so your brand stays front and center in every customer touchpoint.
What's included
Lead & customer records
Every contact, job and conversation in one searchable place.
Appointments & calendar
Schedule jobs, assign techs and send automatic reminders.
Estimates & pipeline
See every open quote and exactly what stage each job is in.
Built-in automation
Follow-ups, reminders and review requests send themselves.
Team notifications
Your crew gets alerted the moment something needs attention.
Mobile app access
Run your business from the truck, the office or the jobsite.
Getting started
We map your process
We learn your services, pricing and how jobs move through your business.
We build your CRM
Pipelines, calendars, forms and automations are configured for you.
We train your team
A simple walkthrough so everyone is confident from day one.
Stop Losing Customers To Slow Follow-Up
See how MyServicePilot can help your business capture more leads, automate customer communication, and book more jobs.