Find and win customers
Track leads, estimates, follow-ups, close probability, and the next best action.
Built by operators, running in the field
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.
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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.
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
3Next 7 days
Projects & appointments
1
Projects
1
Appointments
2
Total upcoming
Illustrative interface with sample data.
CRM · Estimates · Invoices · Scheduling · Team time tracking
The reality
Most owners end up stitching together spreadsheets, notebooks, invoicing apps, and social tools that never talk to each other.
The system
SimpliPilot connects the full business journey, so nothing gets lost between finding an opportunity and getting paid.
Find and capture opportunities
Organize customers and conversations
Create estimates and win the work
Schedule projects and appointments
Invoice and collect payment
Market consistently
Measure results
Receive AI-guided next actions
Capabilities
Track leads, estimates, follow-ups, close probability, and the next best action.
Create branded estimates and invoices in four design styles on every plan. Grow and Scale add email campaigns and Social Studio’s private photo library and brand profile.
On Grow and Scale, connect your company’s Facebook Pages, professional Instagram accounts or own Threads profile to Social Studio. Select and save your publishing account for scheduled or automatic posts with your configured settings. Photos and MP4 videos work on Facebook, Instagram Reels, TikTok, LinkedIn and Threads. YouTube is separate: connect your company’s channel and prepare finished videos in Social Studio with your title, description and visibility settings. Grow includes 10 total and Scale 30 total connected social publishing accounts per paid company workspace, across all platforms combined. One paid company workspace covers one business and its own locations. Eligible connected accounts are required.
Every plan includes the Subcontractors workspace: invite trade companies to bid, compare private itemized bids and turn the selected qualified quote into your customer estimate, by manual review or your configured bid selection.
See contact details, addresses, birthdays, project history, estimates, invoices, payments, and communication preferences in one profile.
Understand revenue, outstanding invoices, won estimates, close rates, monthly performance, and profitable services.
The AI does not only create content. It explains what deserves attention, why it matters, and what to do next.
When you schedule a project, the client receives an automatic email notification, so fewer calls asking when the crew is coming.
Choose Standard, Modern, Editorial or Executive for estimates and invoices, with your branding, clear item titles and readable descriptions.
Inside the workspace
Same command center, same calendar, same estimates — on desktop, tablet, and phone.
Your Company
Calendar & scheduling
Operations calendar
Move between field projects and client appointments without mixing the two workflows.
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
August 2026
TodayToday
Good morning, Marcus.
$696K
Collected YTD
$101K
Outstanding
Needs your attention
3 follow-ups · 2 appointments to confirm
Illustrative product interface with sample data.
Why it's safe to start
Everything you need to try SimpliPilot properly — and to leave with your data if it isn't the right fit.
30-day first-payment guarantee
Request a refund of your first subscription payment within 30 days. Card and payment required at signup.
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.
50% off your first three monthly payments
Save 50% on your first three monthly payments. Add your card in secure checkout and start with guided setup for your company, customers and first estimate or invoice. Your first subscription payment has a 30-day money-back guarantee.
Your subscription includes the tools in your selected plan, including the Subcontractors workspace on every 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. No release date is guaranteed.
Origin
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.
Who it's for
Landscaping, turf, pavers, pools, roofing, cleaning, and maintenance crews.
Construction and trade companies juggling estimates, crews, and schedules.
Beauty, wellness, and neighborhood businesses that live on repeat customers.
Consultants and local firms who need to look established from day one.
First-time owners who need a plan, not another blank dashboard.
Small teams adding people, permissions, and process without adding chaos.
Integrations
On Grow and Scale, bring your company’s Facebook Pages, professional Instagram accounts, connected Threads profile, YouTube channel and WhatsApp Business project photos into Social Studio. Create content with Maze and publish with your company’s configured approval and automation settings. Post photos and MP4 videos to Facebook, Instagram Reels, TikTok, LinkedIn and Threads, and publish or schedule finished videos on YouTube.
Grow includes 10 total and Scale 30 total connected social publishing accounts per paid company workspace, across all platforms combined. One paid company workspace covers one business and its own locations.
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.
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.
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.
Connect your company’s approved TikTok account and prepare photo or MP4 video posts in Social Studio. After you review and explicitly authorize a post, it can publish automatically at the scheduled time.
Requires an approved connected TikTok account. Every TikTok post needs your review and explicit authorization; Maze does not post to TikTok unattended and consent is never granted automatically.
Connect your company’s own Threads profile to publish text, photos, carousels and MP4 videos. Save it as a publishing account for scheduled or automatic posts.
The company owner connects in Connections → Threads, then selects and saves the profile in Social Studio or Maze → Publishing accounts.
Connect your company’s own YouTube channel, add your title and description, and schedule videos alongside your other social posts. Your videos. More reach.
Your company authorizes its own Google or Brand Account channel once. YouTube accepts video only—photo posts and carousels are not supported.
Agencies and consultants operating unrelated client businesses’ workspaces or social accounts need a separate paid company workspace and subscription for each client. This does not apply to adding CRM customer records. Staff can use one login to access workspaces they are invited to, subject to each workspace’s team permissions and limits.
Each Page, profile, channel and Google Business location counts separately across all platforms combined. Paused connections count; reconnecting the same saved account does not use an extra slot. Bank/accounting connections and WhatsApp intake do not use social slots.
Existing connections and scheduled posts continue. Before connecting accounts for another business, switch to or add that company’s own workspace. Existing subscription agreements remain honored.
Social account slots are separate from AI generation, storage and metered usage allowances; normal plan and usage limits still apply.
Free invited subcontractor bidder accounts remain free and cardless; they are not paid company workspaces.
Upload a finished MP4 in Social Studio and post it natively to Facebook, Instagram Reels, TikTok, LinkedIn Company Pages, Threads and YouTube. Google Business Profile local posts stay photo-only.
File requirements: H.264 video with AAC audio, MP4, up to 50 MB.
Each company authorizes its own accounts. Social Studio AI and planning tools require an eligible connected publishing account. Maze assists with drafts; you review what it prepares. WhatsApp is for project-photo intake, not customer texting or unrestricted marketing messaging.
Watch the demoLead import, outcome feedback and past-buyer audience sync are not generally available.
Your business data remains yours. Integrations are optional connections, not requirements.

Built into SimpliPilot
Maze helps you understand your customers, numbers, and next steps. It stays within your permissions and prepares actions for your review.
Grow includes 10 total and Scale 30 total connected social publishing accounts per paid company workspace, across all platforms combined. One paid company workspace covers one business and its own locations.
Explore MazeMaze walks you through company details, branding, services, and your first estimate and invoice templates.
Ask what a figure means, where a customer stands, or what changed this month — in plain language.
Maze can draft follow-up content. Social Studio AI content and planning require an eligible connected publishing account. On Grow and Scale, save your company-connected Threads profile in Maze → Publishing accounts for scheduled or automatic text, photo, carousel and video posts. Finished YouTube videos are prepared and scheduled in Social Studio with your title, description and visibility settings.
Maze helps surface the follow-ups that deserve attention and shows you where to continue the work.
Questions
The things owners ask before they move their business onto a new system.
Grow includes 10 total and Scale 30 total connected social publishing accounts per paid company workspace, across all platforms combined. One paid company workspace covers one business and its own locations. Each Page, profile, channel and Google Business location counts separately across all platforms combined. Paused connections count; reconnecting the same saved account does not use an extra slot. Bank/accounting connections and WhatsApp intake do not use social slots. Start does not include Social Studio.
Agencies and consultants operating unrelated client businesses’ workspaces or social accounts need a separate paid company workspace and subscription for each client. This does not apply to adding CRM customer records. Staff can use one login to access workspaces they are invited to, subject to each workspace’s team permissions and limits. Existing connections and scheduled posts continue. Before connecting accounts for another business, switch to or add that company’s own workspace. Existing subscription agreements remain honored. Free invited subcontractor bidder accounts remain free and cardless; they are not paid company workspaces.
Social account slots are separate from AI generation, storage and metered usage allowances; normal plan and usage limits still apply.
On Grow and Scale, your company authorizes its own Facebook Pages, professional Instagram accounts, Threads profile, YouTube channel and approved TikTok account, and can connect a LinkedIn Company Page with publishing access. Grow includes 10 total and Scale 30 total connected social publishing accounts per paid company workspace, across all platforms combined. One paid company workspace covers one business and its own locations. Create, review, schedule and publish Facebook Page posts, manage supported Instagram publishing, and prepare TikTok posts that you review and explicitly authorize one by one. Threads supports text, photos, carousels and MP4 videos through your company’s own connected profile, with scheduled or automatic publishing after you select and save it in Publishing accounts. YouTube accepts your finished videos with a title, description, Public, Unlisted or Private visibility, made-for-kids audience and altered-content disclosure, delivered immediately or on schedule. Your original video and audio stay intact. Social Studio AI content and planning tools require an eligible connected publishing account; account permissions and supported formats apply.
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.
Yes, on Grow and Scale. Social Studio supports photo posts and native MP4 video posts to Facebook, Instagram Reels, TikTok, LinkedIn Company Pages and Threads, and video publishing to YouTube. Google Business Profile local posts remain photo-only. Upload H.264/AAC MP4 files up to 50 MB. TikTok and LinkedIn accept landscape, square or portrait video; TikTok allows 3 seconds to 10 minutes, subject to your account’s limit. Facebook and Instagram Reels must be vertical, 4 to 60 seconds. TikTok requires an approved connected account and your review and explicit authorization for each post, which can then publish automatically at the scheduled time. Maze does not post to TikTok unattended. LinkedIn requires a Company Page your company authorized with publishing access. YouTube accepts video only, with your title, description, visibility, made-for-kids audience and altered-content disclosure, delivered immediately or on schedule.
Yes. The company owner securely connects their own profile in Connections → Threads, then selects and saves it in Social Studio or Maze → Publishing accounts for scheduled or automatic publishing. Threads supports text, photos, carousels and MP4 videos through your company’s own connected profile, with scheduled or automatic publishing after you select and save it in Publishing accounts. Threads is ready to connect in every company workspace. Profiles are never linked automatically and existing scheduled posts are not changed for you. No API keys are needed, and Threads posts do not need TikTok-style one-by-one authorization.
Yes. Each company authorizes its own Google or Brand Account channel once in Connections → YouTube, then selects that channel under Publish to while preparing a finished video in Social Studio. YouTube accepts your finished videos with a title, description, Public, Unlisted or Private visibility, made-for-kids audience and altered-content disclosure, delivered immediately or on schedule. Your original video and audio stay intact. YouTube is ready to connect in every eligible company workspace. Channels are never connected for you, no API keys are needed, and one connected channel counts as one of your plan’s social publishing accounts.
New paying companies save 50% on their first three monthly subscription payments. A card is required and the first payment is collected at signup. Regular monthly pricing starts with payment four. Guided setup is included and your first subscription payment has a 30-day money-back guarantee. Normal plan limits and separately priced usage apply. Annual billing remains a separate option.
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.
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. On Grow and Scale, select and save your company-connected Threads profile in Maze → Publishing accounts for scheduled or automatic text, photo, carousel and video posts. Finished YouTube videos are prepared and scheduled in Social Studio with your title, description and visibility settings. One paid company workspace covers one business and its own locations.
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.
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.
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.
Start with 50% off your first three monthly payments, explore the demo, or book a walkthrough.
Card required · First payment at signup · Cancel anytime