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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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.

Description

Zeus is a versatile application designed for field service contractors—those who operate in challenging environments such as basements, mechanical rooms, crawlspaces, and rural driveways, where connectivity is often unreliable. This innovative app utilizes a local database on the device, enabling users to create jobs, take photos, complete checklists, and log work without any signal; it automatically syncs once a connection is reestablished. Each location maintains its own comprehensive record, detailing previous visits, repairs made, photos taken, quotes provided, invoices generated, and amounts charged. When a job is completed, quotes transform into invoices, signatures are securely captured on-site with a tamper-proof record, and financial data can be exported in various formats, including CSV, QuickBooks .IIF, or as a PDF bundle. Users can enjoy the benefits of the Free plan, which has no expiration date and does not require a credit card for access, ensuring that contractors can work effectively without financial barriers. This empowers tradespeople to manage their operations seamlessly, even in the most remote locations.

API Access

Has API

API Access

Has API

Screenshots View All

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Screenshots View All

No images available

Integrations

No details available.

Integrations

No details available.

Pricing Details

$147/month
Free Trial
Free Version

Pricing Details

$29/month (USD)
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

The Service Pilot

Website

theservicepilot.com

Vendor Details

Company Name

Omni Data Tech Inc.

Country

Canada

Website

fieldzeus.com

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Product Features

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Alternatives

Alternatives

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Between

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