Powerful features for every part of your business
From scheduling to payments, Job Pilot gives you the tools to run a professional operation without the overhead.
Scheduling & Dispatch
Keep your team organized with a powerful drag-and-drop calendar. Assign jobs to crew members, set recurring appointments, and never miss a service call.
- Crew assignment and dispatch
- Recurring job scheduling
Quoting & Estimates
Create professional, branded quotes and send them to clients in seconds. Clients can approve online, turning quotes into jobs with a single click.
- Professional quote templates
- Online client approval
- Quote-to-job conversion
- Products and services catalog
Job Management
Track every job from request to completion. Add notes, photos, expenses, and custom forms. Your entire team stays on the same page.
- Job status tracking
- Notes and photo documentation
- Expense tracking per job
- Custom job forms
- Inventory allocation per job
Invoicing & Payments
Generate invoices from completed jobs and accept online payments. Integrated with Stripe for secure, fast payment processing.
- One-click invoice generation
- Online payment processing
- Payment tracking and history
- Automated payment reminders
- QuickBooks Online sync
Client Management
Keep all your client information organized — contact details, properties, job history, quotes, and invoices — all in one place.
- Client profiles with properties
- Complete service history
- Client communication log
- Branded client portal
Client Portal
Give your clients their own branded portal where they can request services, view job progress, approve quotes, and pay invoices.
- Service request submissions
- Quote approvals
- Job progress tracking
- Online invoice payments
- Direct messaging with your service provider
Time Tracking
Track employee hours on each job for accurate payroll and billing. See where your team spends their time.
- Per-job time tracking
- Timesheet management
- Employee schedule overview
- Payroll-ready reports
Team Management
Manage your employees, set roles and permissions, and keep your whole team connected and productive.
- Employee profiles
- Role-based permissions
- Team scheduling
- Performance visibility
Inventory Management
Track every part, tool, and material across multiple locations. Know exactly what you have in stock, set low-stock alerts, and allocate inventory directly to jobs so nothing goes unbilled.
- Multi-location stock tracking
- Low stock alerts and reorder notifications
- Job allocation and checkout/checkin for assets
- Categories, custom fields, and transaction history
Reports & Analytics
See the full picture of your business with 19+ built-in reports covering revenue, profitability, client retention, and team performance. Build custom reports and pin your favorites to a visual dashboard.
- Profit & loss, cash flow, and AR aging reports
- Quote conversion rates and sales pipeline
- Technician performance and overtime analysis
- Custom report builder with visual dashboard
Expense Management
Capture every business expense as it happens. Snap a photo of the receipt, assign it to a job, and let managers approve it with one click. Syncs with QuickBooks for clean bookkeeping.
- Receipt photo uploads from your phone
- Job-linked expense tracking
- Approval workflow for managers
- Accounting codes and QuickBooks sync
Messaging
Keep every conversation about a job, quote, or invoice in one place. Message clients directly from the app and give them a way to reply through their portal — no more lost text threads.
- Job-anchored message threads
- Client portal messaging
- Unread tracking and email notifications
- Attached to jobs, quotes, invoices, or requests
Powerful Add-ons
Customize Job Pilot to fit your exact needs. Keep your core platform lightweight and only add the extra tools your business actually uses.
Digital Contracts
Protect your business with legally binding, digital contracts. Send agreements for signature directly from the app before starting a job, preventing scope creep and liability.
Design Tool
Create visual designs and layout plans directly inside Job Pilot. Use the canvas-based 2D estimator to map out project scopes, show clients exactly what you will deliver, and attach the design to any quote or job.
Smart Dispatch
Track your team in real time with GPS, optimize routes to reduce drive time, set geofences for automatic clock-in at job sites, and log mileage for every service call automatically.
Online Booking
Embed a self-service scheduling widget on your website so clients can check your availability, pick a time slot, and book a job — even after hours. The system creates the job on your calendar automatically.
Review & Reputation Automation
Automatically send review requests after every completed job or payment. Gate negative feedback before it goes public, and track your review performance with built-in analytics.
SMS Two-Way Messaging
Send and receive real SMS messages from a dedicated business phone number. Communicate with clients directly through the platform — no personal phone number needed.
Maintenance & Membership Plans
Create recurring service plans with Stripe-backed billing. Enroll clients in monthly or annual memberships, track visit entitlements, and build predictable recurring revenue.
Marketing Campaigns
Send targeted email and SMS campaigns to your client base. Segment by service type, location, or last visit date. Set up automated drip sequences to re-engage past customers.
Compliance & Chemical Tracker
Maintain a searchable chemical product library, log application records per job, track employee certifications and expiration dates, and run inspection reports for regulatory compliance.
Ready to ditch the sticky notes?
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