Sales
Everything from first contact to signed work.
- Growth pipeline
- Customers & CRM
- Estimates
- Invoices
- Services & products
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.
No credit card required · Full access during the trial · Cancel anytime
- 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
1
Projects
1
Appointments
2
Total upcoming
- Aug 26 · 3:30 PMOutdoor project consultation
- Aug 28 · 8:00 AMPaver install — crew of three
SimpliPilot AIAsk Maze
- 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
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
SimpliPilot AIAsk Maze
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
Ask Maze
HomeSalesScheduleSocialMore
Illustrative product interface with sample data.
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.
Operations
The schedule, the crew, and the job record.
- Calendar & appointments
- Projects and job history
- Crew assignment
- Photos and notes
- Mobile access
Marketing
Consistent presence without a marketing hire.
- Social Studio
- Campaigns by Maze
- 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
Ask Maze
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
| New | 12 leads | $46,200 |
| Estimating | 7 leads | $38,900 |
| Awaiting decision | 5 leads | $21,900 |
| Won this month | 9 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
7:15 AM
Your priorities are ready
The dashboard ranks the estimates, replies, and appointments that matter most today.
9:00 AM
The referral email goes out
A campaign you approved yesterday sends to the right customer segment automatically.
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.
2:00 PM
Estimate approved
The job moves onto the calendar, the deposit invoice sends, and the crew is notified.
4:30 PM
This week's social post publishes
A branded before/after with caption and hashtags, scheduled last Monday.
6:00 PM
End-of-day clarity
Revenue, open invoices, and tomorrow's next best actions in one short summary.
No credit card required · Full access during the trial · 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.
No credit card required · Full access during the trial · Cancel anytime