Find and win customers
Track leads, estimates, follow-ups, close probability, and the next best action.
Built by operators, running in the field
Run your business
with direction.direction.
SimpliPilot brings your customers, estimates, invoices, projects, scheduling, marketing, and growth numbers into one intelligent workspace. Spend less time figuring out software and more time building the company you imagined.
No credit card required · Your selected plan's available tools · Cancel anytime
One place to find opportunities, win customers, organize the work, get paid, and understand how to grow.
Your Company
Company command center
Ask Maze
Review requiredAI post tools require an eligible connection
Your Company · Tuesday, August 25
Good morning, Marcus.
Start with the essentials: money, customers, schedule, sales, and marketing.
New estimateBuild a proposal
New invoiceBill a customer
Add customerStart a relationship
SchedulePlan the next visit
Collected YTD
$696K
103 invoices this year
Outstanding YTD
$101K
9 overdue
Open estimates YTD
$4M
78 accepted this year
Active deals YTD
194
$2M weighted forecast
Today
Needs your attention
3- 9 overdue invoicesReview balances and follow up with the customer.
- 194 sales follow-ups dueKeep active opportunities moving toward a decision.
- 1 unassigned schedule itemAssign an owner so nothing is missed this week.
Next 7 days
Projects & appointments
1
Projects
1
Appointments
2
Total upcoming
- Aug 26 · 3:30 PMOutdoor project consultation
- Aug 28 · 8:00 AMPaver install — crew of three
- Patio estimate sentRamirez · $8,400now
- Follow-up reminder fired3 quotes waiting2m ago
- Invoice paidNorthside Pool · $2,85012m ago
- Install crew confirmedTuesday · 2 jobs1h ago
Illustrative interface with sample data.
CRM · Estimates · Invoices · Scheduling · Team time tracking
The reality
Starting a business should not mean figuring everything out alone.
Most owners end up stitching together spreadsheets, notebooks, invoicing apps, and social tools that never talk to each other.
- Too many disconnected tools
- No clear marketing plan
- Leads falling through the cracks
- Estimates that never receive follow-up
- Inconsistent social posting
- Unclear revenue and profitability
- No single view of the customer
- Not knowing the next best action
The system
One system. One clear next step.
SimpliPilot connects the full business journey, so nothing gets lost between finding an opportunity and getting paid.
- 01
Find and capture opportunities
- 02
Organize customers and conversations
- 03
Create estimates and win the work
- 04
Schedule projects and appointments
- 05
Invoice and collect payment
- 06
Market consistently
- 07
Measure results
- 08
Receive AI-guided next actions
Capabilities
Everything the business needs, in the order the work actually happens.
Look professional from day one
Create branded estimates, invoices and emails; set up a private Social Studio photo library and brand profile.
Market without guessing
Build eligible email campaigns and referral offers. Social drafts, AI creative tools and planning require an eligible connected publishing account.
Keep every customer relationship
See contact details, addresses, birthdays, project history, estimates, invoices, payments, and communication preferences in one profile.
Know the numbers
Understand revenue, outstanding invoices, won estimates, close rates, monthly performance, and profitable services.
Let AI guide the work
The AI does not only create content. It explains what deserves attention, why it matters, and what to do next.
Inside the workspace
This is the software you get on day one.
Same command center, same calendar, same estimates — on desktop, tablet, and phone.
Your Company
Calendar & scheduling
Ask Maze
Review requiredAI post tools require an eligible connection
Operations calendar
Projects, appointments, and team commitments—organized together.
Move between field projects and client appointments without mixing the two workflows.
Scheduling controls+ New appointment
ProjectsInstallations, field work, and milestones
AppointmentsOn-site visits and consultations
Upcoming
8
Appointments and consultations
Confirmed / active
32
Ready or already in progress
Completed
14
In this calendar view
Visible items
43
Based on your access
DayWeek5-dayMonthAgenda
August 2026
TodaySunMonTueWedThuFriSat
6
7Starts 12:00 AM · Turf installStarts 12:00 AM · Driveway repair
8Continues · Turf installContinues · Driveway repair
9Continues · Driveway repair
10Continues · Turf install
11
12
13
14
15Starts 12:00 AM · Paver install
16Continues · Paver install
17Starts 12:00 AM · Turf & paver
18
19
20
21
22
23
24
25
26
SimpliPilotCommand center
Today
Good morning, Marcus.
New estimateNew invoiceAdd customerSchedule
$696K
Collected YTD
$101K
Outstanding
Needs your attention
3 follow-ups · 2 appointments to confirm
HomeSalesScheduleSocialMore
Illustrative product interface with sample data.
Why it's safe to start
No card, no contract, no lock-in.
Everything you need to try SimpliPilot properly — and to leave with your data if it isn't the right fit.
No card to start
Use your selected plan's currently available features for 14 days. Nothing is charged until you subscribe.
No contracts
Month to month. Upgrade, downgrade or cancel from billing settings at any time.
Guided setup
Import your customer list and get your first estimate out the same day.
Your data stays yours
Export customers, jobs and invoices whenever you want. No lock-in.
Role-based access
Owner, manager, office and technician permissions with device-aware sessions.
Support from operators
Help from people who have run service businesses, not a scripted queue.
100 partner seats open this cycle
Partner Pricing — 100 seats open this cycle
Every cycle we take on 100 businesses at partner pricing and help configure the tools included in the selected plan: data imports and document templates on every plan, plus eligible email campaign and Social Studio setup on Grow and Scale. Partner pricing holds for a full 12 paid months. No waitlist — seats are open now.
- Guided onboarding session with our team
- Customer, product, and service data-import assistance
- Company branding and document-template setup
- First estimate and invoice template configured
Try SimpliPilot free for 14 days
- Your 14-day trial includes the plan you select. No credit card is required.
- Connections marked pending platform approval are not available during the trial
- Trial data remains saved for at least 30 days after expiration
- You choose a paid plan only when you are ready
- No automatic charge without adding billing details and confirming
Choose your plan for the tools available today. Social Studio AI and planning tools require an eligible connected account. Connections marked pending approval are not available to subscribers yet, including during the trial. No approval date is guaranteed.
Origin
Built from the questions real owners face.
SimpliPilot began with the challenges of building a service business from the ground up: finding customers, learning which marketing works, presenting the company professionally, organizing projects, following up on estimates, and understanding the money. The product turns those lessons into a system other owners can use from day one.
- Where do I find customers?
- Which leads should I focus on?
- What kind of marketing should I use?
- What should I post this week?
- How much business have I closed?
- What should I do next to grow?
Who it's for
Made for people building something real.
Home services
Landscaping, turf, pavers, pools, roofing, cleaning, and maintenance crews.
Contractors
Construction and trade companies juggling estimates, crews, and schedules.
Local services
Beauty, wellness, and neighborhood businesses that live on repeat customers.
Professional services
Consultants and local firms who need to look established from day one.
Startups
First-time owners who need a plan, not another blank dashboard.
Growing teams
Small teams adding people, permissions, and process without adding chaos.
Integrations
Available tools today. External connections shown plainly.
SimpliPilot's core workspace works on its own. Optional connections require eligible accounts and setup; named social connections below are not available to subscribers yet.
Available with eligible setup
- Social Studio AI and planning toolsGrow and Scale; AI photo analysis, original-design generation, post saving, review and planning require a selected eligible connected publishing account.
- Accounting and bank connectionsGrow and Scale; requires an eligible provider account, permissions and setup.
- Payment processingRequires an eligible provider account and setup; provider fees may apply.
- Email deliveryGrow and Scale campaigns require eligible sending setup, consent and usage limits.
External connections not available yet
- Facebook Page publishingPending platform approval
Not available to subscribers yet.
- Instagram publishingPending platform approval
Not available to subscribers yet.
- WhatsApp media intakePending platform approval
Not available to subscribers yet. Intended for authorized photo and caption intake into the private Social Studio library—not messaging campaigns.
- Meta CRM lead and audience toolsRestricted pilot · Pending approval
Lead import, outcome feedback and past-buyer audience sync are not generally available.
- Threads publishingIn review
Not available to subscribers yet.
- TikTok publishingIn review
Not available to subscribers yet.
Your business data remains yours. Integrations are optional connections, not requirements.
Built into SimpliPilot
Clear guidance, grounded in your workspace.
Maze helps you understand your customers, numbers, and next steps. It stays within your permissions and prepares actions for your review.
Explore MazeGuides your setup
Maze walks you through company details, branding, services, and your first estimate and invoice templates.
Explains your numbers
Ask what a figure means, where a customer stands, or what changed this month — in plain language.
Prepares work for review
Maze can draft follow-up content. Social Studio AI content and planning require an eligible connected publishing account.
Suggests the next action
Maze helps surface the follow-ups that deserve attention and shows you where to continue the work.
Maze can never unlock or reveal anything your role cannot already access.
Questions
Answers before you commit
The things owners ask before they move their business onto a new system.
How does the 14-day free trial work?
You can use the currently available features in your selected plan for 14 days with no credit card required. Connections marked pending platform approval are not available during the trial, and no approval date is guaranteed. Nothing is charged unless you choose a plan.
Do I need to move everything over before I can use it?
No. Most owners start with customers and estimates, then add invoicing, scheduling and marketing as they go. You can import a customer list from a spreadsheet and keep working the same day.
What is Maze by SimpliPilot?
Maze is the assistant built into your workspace. It answers plain-language questions about your business, helps with setup, and suggests the next best action from your pipeline. Social Studio AI content tools require an eligible connected publishing account.
Can I change plans or cancel later?
Yes. Plans can be upgraded, downgraded or cancelled from your billing settings at any time. There is no long-term contract and no cancellation fee.
Does it work on a phone in the field?
Yes. The workspace is mobile-first, so crews can view the day's jobs, capture photos, build an estimate on site and collect payment without going back to the office.
Who owns my data?
You do. Your customer, job and financial records stay yours, and you can export them at any time. Access inside your workspace is controlled by role-based permissions.
You built the business. Now give it a system that helps it grow.
Start free for 14 days, watch the self-guided demo, or book a live walkthrough with our team.
No credit card required · Your selected plan's available tools · Cancel anytime