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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.

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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 in four design styles 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, 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.

Bid out work to your subs

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.

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.

Keep clients informed

When you schedule a project, the client receives an automatic email notification, so fewer calls asking when the crew is coming.

Documents that match your brand

Choose Standard, Modern, Editorial or Executive for estimates and invoices, with your branding, clear item titles and readable descriptions.

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

A clear start. Room to settle in.

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

Start strong with SimpliPilot

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.

  • Guided company and brand setup
  • Customer import tools
  • Services and document templates
  • Estimate and invoice templates

50% off your first three monthly payments

  • Card required, with the first payment collected at signup
  • 50% off the first three monthly subscription payments
  • Regular monthly price from payment four, shown before checkout
  • 30-day guarantee on your first subscription payment
  • Guided setup included; normal plan limits apply

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.

Get startedBook 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.

Integrations

Connect your accounts. Turn your work into content.

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.

  • 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.

  • 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.

  • 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.

  • TikTok

    Available · Grow and Scale

    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.

  • Threads publishing

    Available · Grow and Scale

    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.

  • YouTube publishing

    Available · Grow and Scale

    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.

Business & account details

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.

Native MP4 video posts · Grow and Scale

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.

  • TikTokLandscape, square or portrait · 3 seconds to 10 minutes, subject to your TikTok account’s limit · review and explicit authorization for each post
  • LinkedIn Company PagesLandscape, square or portrait · requires a Company Page your company authorized with publishing access
  • Facebook and Instagram ReelsVertical video · 4 to 60 seconds
  • ThreadsMP4 video from your company’s own connected profile · scheduled or automatic after you save it in Publishing accounts
  • YouTubeVideo only · your title, description, Public, Unlisted or Private visibility, made-for-kids audience and altered-content disclosure · publish now or schedule

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 demo

More connections for your business

  • Accounting and bank connectionsPlaid bank feeds and QuickBooks and Wave connections on every plan; reconciliation and bookkeeping rules on Grow 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.

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.

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 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. 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.

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 many social accounts can I connect?

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.

Can an agency manage several client businesses?

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.

Do social account slots include unlimited AI or storage?

Social account slots are separate from AI generation, storage and metered usage allowances; normal plan and usage limits still apply.

Which accounts can my company connect to Social Studio?

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.

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.

Can I post videos and use TikTok?

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.

Is Threads available?

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.

Is YouTube available?

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.

How does the welcome offer work?

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.

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. 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.

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 with 50% off your first three monthly payments, explore the demo, or book a walkthrough.

Get startedBook a live demo

Card required · First payment at signup · Cancel anytime