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Maze

Built into every SimpliPilot plan

A calm, capable guide inside your workspace.

Maze helps you understand customers, estimates, invoices, scheduling, and marketing activity—then prepares the next step for you to review.

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

Maze
Review first

Good morning.

What would you like to understand or move forward today?

Review estimates that need follow-up
Explain this month’s collections
Draft a project update for review

Which estimates should I follow up on today?

I’d start with open estimates whose follow-up dates are due. I can explain why each one is prioritized, then prepare a message for you to review before anything is sent.

Sources used

Open estimatesFollow-up datesCustomer activity
Ask about your business…
Illustrative Maze conversation with sample prompts—not a customer account or live AI response.

What Maze helps with

One assistant, connected to the work already in front of you.

Maze stays available across your workspace, with answers and drafts grounded in the areas your role can access.

Gets you live on day one

Maze walks through company details, branding, your service catalog, and your first estimate and invoice templates so the workspace is usable the day you sign in.

Answers questions in plain language

“Which estimates are going cold?” “What did we collect this month?” “Which customers haven't booked since spring?” Ask in the sidebar and get the answer with the record behind it.

Writes the marketing you keep postponing

Campaigns by Maze can draft eligible emails. Social captions, artwork and content planning require a selected eligible connected publishing account.

Suggests the next best action

Every morning Maze ranks the follow-ups, unsent estimates, overdue invoices, and appointments that move the number you care about.

Shows you where to do it

Instead of a wall of text, Maze points to the exact screen and pre-fills what it can, so advice turns into finished work.

Stays inside your permissions

Maze can never approve, unlock, or reveal anything your role does not already allow. Financials stay hidden from roles that cannot see financials.

Ask Maze

Start with a clear question.

Maze uses the relevant records inside your workspace and shows the kinds of sources behind its answer.

  • Draft a spring maintenance email for customers we haven't seen in 6 months.
  • Which three estimates should I chase today?
  • How much did we collect last month versus the month before?
  • With an eligible connected account, draft a caption for this before/after photo.
  • Set up a review request after every completed job.
  • What is my close rate by service?
Maze
Review first

Good morning.

What would you like to understand or move forward today?

Review estimates that need follow-up
Explain this month’s collections
Draft a project update for review

Which estimates should I follow up on today?

I’d start with open estimates whose follow-up dates are due. I can explain why each one is prioritized, then prepare a message for you to review before anything is sent.

Sources used

Open estimatesFollow-up datesCustomer activity
Ask about your business…
Illustrative Maze conversation with sample prompts—not a customer account or live AI response.

Guardrails

Helpful stays human-controlled.

Maze can explain, prioritize, and draft. Your role controls access. Approved opt-in email and review workflows may follow configured delivery settings; sensitive documents and publishing remain permission-aware.

Role-aware by design

Maze inherits the exact permissions of the person asking. A technician account cannot use it to read payroll or financials.

Controls match the action

Documents and publishing remain permission-aware. Eligible opt-in email and review delivery can follow the settings your company approves.

Your data stays yours

Your business records are not sold, and generated content belongs to your company.

Read the full AI & automation disclosure or see how permissions and sessions are protected.

Maze

Context without losing control.

Maze works alongside the customers, catalog, calendar, invoices, and marketing activity already in SimpliPilot. It can help you understand what is happening and prepare the next step. Configured, eligible delivery can run as approved, while sensitive actions remain controlled by your permissions.

  • Workspace-grounded answers
  • Clear source context
  • Permission-aware actions
See the full workspace

Put Maze by SimpliPilot to work in your business this week.

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