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Built by operators, running in the field

The whole business,
organized end to end.

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

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Sales to administration
9 modules
No tool switching
One login
Guided setup
Day one

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

The real interface

What your workspace looks like after you sign in

No mock brochure UI — this is the command center, sales desk, and mobile app your team uses every day.

Your Company

Growth pipeline

Business health & growth

Know what the business earned—and what may close next.

Potential deals stay separate from earned revenue, and every opportunity lives in one workspace.

↻ Refresh pipeline
Business overviewOpportunitiesReferrals & reviewsBusiness profile

Executive overview

2026 year to date

Jan 1–Aug 25 · company records, no external connection required

2026 YTD

Invoices & collections · financial activity

Invoiced value

$855,938

103 non-void invoices issued

Payments applied

$755,334

Partial and full payments

Open invoice balance

$100,603

Outstanding on the same period

Collection rate

88.2%

Payments ÷ invoiced value

Monthly performance

Invoices and open balances

InvoicedOpen balance

Payments & completions

Cash collected and paid work

Cash collectedPaid projects
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.

Social Studio · Grow and Scale

Connect your accounts. Turn your work into content.

Bring your project photos, brand and company-authorized accounts together. Create, review, schedule and publish Facebook Page posts, manage supported Instagram publishing, and send photos from your own WhatsApp Business number. Maze can prepare branded covers and captions; publishing follows 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.

How the workspace is organized

The same four areas you see in the sidebar

SimpliPilot groups the work the way a service business runs it: sell it, do it, market it, run it.

Sales

Everything from first contact to signed work.

  • Growth pipeline
  • Customers & CRM
  • Estimates
  • Invoices
  • Services & products

Operations

The schedule, the crew, and the job record.

  • Calendar & appointments
  • Projects and job history
  • Crew assignment
  • Time clock & entries
  • Mobile access

Marketing

Consistent presence without a marketing hire.

  • Social Studio setup
  • Eligible-account AI tools
  • Email audiences
  • Review requests
  • Referral offers

Administration

The numbers, the team, and the connections.

  • Accounting overview
  • Reports and insights
  • Team roles & permissions
  • Connections center
  • Company settings

On the job

It runs from the truck, not just the office.

The same workspace on your phone: today's schedule, customer history, photos, and a draft estimate before you pull out of the driveway.

  • Today's appointments and crew assignments
  • Customer history and notes on the doorstep
  • Photos attached to the job as you take them
  • Build and send an estimate on site
  • Take a deposit before you leave
  • Ask Maze without opening a laptop
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

Explore

Nine connected modules, one workspace

Click through each module to see exactly what it does and what it looks like inside SimpliPilot.

Grow — find and qualify opportunities

  • Lead capture from forms, calls, referrals, and social
  • Growth pipeline with stage, value, and close probability
  • Next best action on every lead
  • Referral campaigns that reward loyal customers

Growth pipeline

Growth pipeline sample data
New12 leads$46,200
Estimating7 leads$38,900
Awaiting decision5 leads$21,900
Won this month9 jobs$38,410

Sample data shown.

Everything included

No add-on pricing for the parts that matter

Intelligence

AI that writes is common. AI that knows your business is the point.

Generic AI content tools

You describe your business every time. It produces a caption or an email. It has no idea which customers went quiet, which estimate is worth chasing, or what you sold last month.

SimpliPilot intelligence

It reads your own customers, estimates, invoices, calendar, and campaign results—then tells you what deserves attention, why it matters, and what to do next. Content is one output, not the product.

Timeline

A day with SimpliPilot

  1. 7:15 AM

    Your priorities are ready

    The dashboard ranks the estimates, replies, and appointments that matter most today.

  2. 9:00 AM

    The referral email goes out

    A campaign you approved yesterday sends to the right customer segment automatically.

  3. 11:00 AM

    Site visit, captured on the spot

    Notes, photos, and a draft estimate attach to the customer profile before you leave the driveway.

  4. 2:00 PM

    Estimate approved

    The job moves onto the calendar, the deposit invoice sends, and the crew is notified.

  5. 4:30 PM

    This week's content draft is ready

    With an eligible connected account, review the branded before/after, caption and hashtags in the content planner.

  6. 6:00 PM

    End-of-day clarity

    Revenue, open invoices, and tomorrow's next best actions in one short summary.

Start 14-day free trialBook a live demo

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

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