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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

LeadDuo ServiceHub is an innovative platform that utilizes artificial intelligence to streamline field service management for businesses, enabling them to efficiently convert leads into scheduled tasks and processed invoices without the use of spreadsheets or the risk of overlooked follow-ups. The system allows for the collection of service requests directly from your site, sends out quotes, facilitates online booking by customers, assigns and schedules technicians, monitors the status of jobs, and issues invoices with integrated payment options. With automated reminders and follow-ups, it minimizes no-show occurrences, accelerates the approval process, and keeps customers updated throughout their service journey. Additionally, ServiceHub features a comprehensive pricing engine that provides precise estimates based on the services offered, various options, and set rules, ensuring teams can deliver consistent quotes while safeguarding their profit margins. It is designed to follow a logical workflow from lead generation to quoting, booking, scheduling, tracking jobs, invoicing, and processing payments, all while maintaining a centralized history of customer interactions and enhancing team visibility across all stages of service delivery. This holistic approach not only improves operational efficiency but also enhances customer satisfaction by ensuring timely and accurate service.

Description

The Service Pilot serves as a comprehensive CRM and automation solution tailored for service-oriented businesses, seamlessly integrating leads, quotes, scheduling, invoicing, payments, customer feedback, communication, reporting, and growth processes. This platform is designed to enhance efficiency for various home-service sectors such as window cleaning, pressure washing, gutter maintenance, lawn care, HVAC, plumbing, roofing, cleaning services, contractors, and pool maintenance, enabling them to provide quicker quotes, better scheduling, automated follow-ups, streamlined payment collection, and foster customer loyalty all from a single interface. By simplifying these essential tasks, the Service Pilot empowers businesses to focus on delivering excellent service while driving growth and maintaining strong customer relationships.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

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Screenshots View All

No images available

Integrations

No details available.

Integrations

No details available.

Pricing Details

$49
Free Trial Yes 
Free Version No 

Pricing Details

$147/month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Three Core AI LLC

Founded

2024

Country

United States

Website

www.threecore.ai

Vendor Details

Company Name

The Service Pilot

Website

theservicepilot.com

Product Features

Field Service Management

Billing & Invoicing No 
Contact Database No 
Contract Management No 
Customer Database No 
Dispatch Management No 
Electronic Signature No 
Inventory Management No 
Mobile Access No 
Payment Collection in the Field No 
Quotes / Estimates No 
Routing No 
Scheduling No 
Service History Tracking No 
Time Clock No 
Work Order Management No 

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Field Service Management

Billing & Invoicing No 
Contact Database No 
Contract Management No 
Customer Database No 
Dispatch Management No 
Electronic Signature No 
Inventory Management No 
Mobile Access No 
Payment Collection in the Field No 
Quotes / Estimates No 
Routing No 
Scheduling No 
Service History Tracking No 
Time Clock No 
Work Order Management No 

Alternatives

Alternatives