Autopilot - Field Service CRM

Run your home service business from your phone. Autopilot brings your schedule, customers, business calls, messages, estimates, and payments together so you can handle the next job wherever you are. Built by a former service business owner, Autopilot works for solo operators, office staff, and crews in the field. Use it for junk removal, dumpster rentals, cleaning, landscaping, pressure washing, HVAC, plumbing, and other home services. ANSWER CUSTOMERS WHILE YOU WORK Make and receive calls through your business phone system. Keep customer conversations separate from your personal number. Let the AI receptionist answer missed and after-hours calls, collect job details, and leave a recording, transcript, and summary for your team to review. KEEP THE WHOLE CONVERSATION Text customers back and forth, send photos, and find earlier messages. Review calls and AI summaries in the customer conversation. Keep job details, estimates, contact information, and customer history close at hand when someone calls or texts. PLAN THE DAY AND KEEP YOUR CREW INFORMED Schedule jobs and estimates, assign employees, manage recurring work, and move appointments when plans change. Switch calendar views to see the day your way. Send confirmations, reminders, and On My Way messages so customers know what to expect. QUOTE THE WORK AND GET PAID Create estimates and invoices using your price book. Offer Good, Better, and Best proposals with optional add-ons. Send contracts and rental agreements for customers to sign online. Accept contactless cards and digital wallets with Tap to Pay on iPhone, or use a supported card reader. Collect tips, send payment links, and charge a saved card when a job is completed with the customer's authorization. Customers can review and pay invoices from their browser. GIVE CUSTOMERS THEIR OWN PORTAL Let customers view estimates, approve work, pay invoices, check upcoming appointments, and book services through your branded client portal. They can request appointment changes without downloading an app. KNOW WHERE YOUR TEAM AND EQUIPMENT ARE See live employee locations while team members are clocked in and sharing their location. View jobs and assets on the map, track hours worked, and manage team permissions. Rental businesses can track individual units, deliveries, pickups, swaps, and asset locations. Driver Mode walks drivers through their planned stops and completion steps. FOLLOW UP WITHOUT STARTING FROM SCRATCH Set up automated messages and follow-up sequences for leads, estimates, appointments, and finished jobs. Send review requests and targeted text campaigns to customers who have opted in. Build custom rules with conditions and delivery windows to fit the way your business works. SEE WHAT YOUR BUSINESS IS DOING Check your dashboard for upcoming work and money owed. Review sales, taxes, tips, average job value, and lead-source performance. Use the numbers to see what is working and where to focus next. CONNECT THE APPS YOU ALREADY USE Connect Google Calendar, QuickBooks Online, and Zapier. Link Autopilot to thousands of apps through Zapier, or use the API and webhooks for your own connections. Advertising integrations help you track marketing performance, and eligible businesses can offer online booking through Google. GET HELP INSIDE THE APP Ask Wally how to use Autopilot or find the setting you need. Search settings, manage your account, and keep your office and field team working from the same information. An Autopilot account is required. Feature access depends on your plan and enabled add-ons. Payment processing, messaging, and other usage charges may apply. Tap to Pay on iPhone requires a supported iPhone and payment setup. Some connected services require setup in the web app.