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SimpliPilot logo

Built by operators, running in the field

Software for home improvement
and every trade that works on homes.

From AC and plumbing to landscaping, masonry, flooring, kitchens, and baths — SimpliPilot runs the estimates, jobs, invoices, and marketing behind home improvement work.

No credit card required · Full access during the trial · Cancel anytime

Home improvement categories
30+ trades
CRM, jobs, invoicing, marketing
One system
To your first branded estimate
Minutes

Find your fit

Pick the stage that sounds like your week

Every path uses the same workspace. What changes is the playbook we hand you on day one.

Stage 01

New business owners

You have the skill and the first few customers, but no plan for where the next ones come from—and no system holding any of it.

The workflow

  • Set up your services and pricing once
  • Capture every lead in one pipeline
  • Send a branded estimate in minutes
  • Follow a guided weekly marketing rhythm

What changes

A professional presence and a repeatable routine from week one, instead of a folder of screenshots and half-finished tools.

Stage 02

Established small businesses

Work is steady, but estimates go unanswered, marketing happens in bursts, and nobody can say which services actually make money.

The workflow

  • Move existing customers into one profile view
  • Turn on estimate and invoice follow-up automations
  • Schedule email and social campaigns a month ahead
  • Review close rate and profitability by service

What changes

Fewer opportunities lost to silence, and clear visibility into which parts of the business deserve more attention.

Stage 03

Service businesses

Field work, scheduling, and paperwork compete for the same hours, and the office side always loses.

The workflow

  • Book site visits and jobs on one calendar
  • Draft estimates on-site from your catalog
  • Invoice and collect payment at completion
  • Trigger review and referral requests automatically

What changes

Less evening admin, faster payment cycles, and a customer history you can search instead of remember.

Stage 04

Multi-location or multi-company owners

Each location or company keeps its own records, so comparing performance means rebuilding a spreadsheet every month.

The workflow

  • Separate company data with tenant-level boundaries
  • Give each location its own catalog and calendar
  • Roll performance up into one comparison view
  • Apply the same marketing playbook everywhere

What changes

One consistent operating standard across entities, with the ability to see each one clearly on its own.

Stage 05

Small teams

As you add people, knowledge lives in individual phones and inboxes, and handoffs get dropped.

The workflow

  • Create team accounts with role-based permissions
  • Assign leads, jobs, and follow-ups to owners
  • Keep all customer communication on the record
  • Track who is responsible for the next step

What changes

Work continues when someone is out, and new hires get context without a two-week shadowing period.

Give your stage of business the system it needs.

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