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Built by operators, running in the field

Run your business
with 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.

Start 14-day free trialBook a live demo

No credit card required · Your selected plan's available tools · Cancel anytime

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One place to find opportunities, win customers, organize the work, get paid, and understand how to grow.

Your Company

Company command center

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

Calendar →

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.

  1. 01

    Find and capture opportunities

  2. 02

    Organize customers and conversations

  3. 03

    Create estimates and win the work

  4. 04

    Schedule projects and appointments

  5. 05

    Invoice and collect payment

  6. 06

    Market consistently

  7. 07

    Measure results

  8. 08

    Receive AI-guided next actions

Capabilities

Everything the business needs, in the order the work actually happens.

Find and win customers

Track leads, estimates, follow-ups, close probability, and the next best action.

Look professional from day one

Create branded estimates and invoices on every plan. Grow and Scale add email campaigns and Social Studio’s private photo library and brand profile.

Market without guessing

On Grow and Scale, connect your company’s Facebook Pages and professional Instagram accounts to Social Studio. Create, review and plan content with Maze, then publish through supported connections and your configured settings. Eligible connected accounts are required.

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

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

Today
SunMonTueWedThuFriSat
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
See partner pricing

Try SimpliPilot free for 14 days

  • Your 14-day trial includes the plan you select. No credit card is required.
  • Social Studio requires Grow or Scale and eligible company-authorized accounts; coming-soon connections are excluded
  • 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

Your trial includes the tools in your selected plan. Social Studio and WhatsApp Business photo intake are on Grow and Scale. Social Studio AI and planning tools require an eligible connected account authorized by your company. Coming-soon and restricted connections are not included, including during the trial. No release date is guaranteed.

Start 14-day free trialBook a live demo

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.

See solutions by business stage

Integrations

Connect your accounts. Turn your work into content.

On Grow and Scale, bring your company’s Facebook Pages, professional Instagram accounts and WhatsApp Business project photos into Social Studio. Create content with Maze, review it and publish with your company’s configured approval and automation settings.

  • Facebook Pages

    Available · Grow and Scale

    Connect your company’s Pages and create, review, schedule and publish posts through Social Studio.

    Your company authorizes its own Facebook Pages. Personal profiles are not supported.

    Start free trial

  • Instagram publishing

    Available · Grow and Scale

    Connect your professional Instagram accounts and manage supported publishing through Social Studio.

    Your company authorizes its own professional Instagram accounts; supported formats and account permissions apply.

    Start free trial

  • WhatsApp Business

    Available · Grow and Scale

    Connect your company’s own WhatsApp Business number and send project photos into Social Studio. Maze can prepare branded covers and captions.

    Requires a compatible WhatsApp Business setup. Publishing follows your company’s configured approval and automation settings—not every incoming photo is published automatically.

    Start free trial

Each company authorizes its own accounts. Social Studio AI and planning tools require an eligible connected publishing account. WhatsApp is for project-photo intake, not customer texting or unrestricted marketing messaging.

Watch the demo

More connections for your business

  • 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.

Still on the horizon

  • Meta CRM lead and audience toolsRestricted pilot · Pending approval

    Lead import, outcome feedback and past-buyer audience sync are not generally available.

  • Threads publishingComing soon

    Threads publishing is not available yet.

  • TikTok Direct PostIn review

    TikTok Direct Post is not generally available yet.

Your business data remains yours. Integrations are optional connections, not requirements.

Maze

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 Maze

Guides 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.

Which accounts can my company connect to Social Studio?

On Grow and Scale, your company authorizes its own Facebook Pages and professional Instagram accounts. Create, review, schedule and publish Facebook Page posts, and manage supported Instagram publishing through Social Studio. Social Studio AI content and planning tools require an eligible connected publishing account; account permissions and supported formats apply.

How does WhatsApp Business photo intake work?

On Grow and Scale, connect your company’s own WhatsApp Business number with a compatible WhatsApp Business setup and send project photos into Social Studio. Maze can prepare branded covers and captions. Publishing follows your company’s configured approval and automation settings; not every incoming photo is published automatically. This is project-photo intake, not customer SMS, shared-number texting or unrestricted marketing messaging.

Are Threads and TikTok Direct Post available?

Threads is coming soon. TikTok Direct Post is not generally available yet. Meta CRM lead and audience tools remain a restricted pilot pending approval. No release date is guaranteed.

How does the 14-day free trial work?

You can use the tools in your selected plan for 14 days with no credit card required. Social Studio and WhatsApp Business photo intake are on Grow and Scale with eligible company-authorized accounts. Coming-soon and restricted connections are excluded. 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.

Start 14-day free trialBook a live demo

No credit card required · Your selected plan's available tools · Cancel anytime