One Platform. Every Tool Your Trade Business Needs.
Voice-powered quoting, dispatch, invoicing, profitability tracking, and customer communications — built for contractors who work with their hands, not a keyboard.
Be One of the FirstTalk to Pilot Like You'd Talk to Your Best Apprentice
Describe the job in plain English — or plain electrician, plumber, or HVAC tech. Pilot's Voice AI understands trade-specific terminology, runs calculations in the background, and turns your words into professional estimates. No forms. No typing. No squinting at tiny phone keyboards on a sunny roof.
- Voice-driven quoting: Describe the job, get an estimate.
- NEC & code awareness: Automatic voltage drop, conduit fill, and ampacity calculations.
- Multi-turn conversations: Add details, change specs, ask questions — Pilot keeps up.
- Session continuity: Start a quote in the truck, finish it on-site.
- Trade-specific vocabulary: Wire gauges, pipe sizes, refrigerant types — Pilot speaks your language.
Professional Quotes in Minutes, Not Hours
Forget the kitchen-table math at 9 PM. Pilot generates accurate, professional-looking estimates with current material prices, your labor rates, and your markup — all from a voice description or a few taps. Send it to the customer before you leave the driveway.
- Real-time material pricing: Costs update based on current market data.
- Three presentation styles: Detailed, summary, or good/better/best.
- Template system: Save your most common job types as templates.
- Digital acceptance: Customers approve quotes with a tap from their phone.
- Automatic markup: Set your margin rules once. Pilot applies them every time.
- Quote history: Every version saved.
Your Whole Week, One Screen
The dispatch board shows every tech, every job, and every gap — at a glance. Drag to reschedule, drop to assign, and let Pilot flag conflicts before they become callbacks. Drive-time estimates and tech availability built right in.
- Drag-and-drop scheduling: Move jobs between techs and time slots with a swipe.
- Conflict detection: Double-booked? Pilot catches it before your customer does.
- Drive-time estimates: Automatic travel time calculations between job sites.
- Tech availability: See who's available, who's on-site, who's headed home.
- Calendar sync: Connects to Google Calendar and Outlook.
- Recurring jobs: Set it and forget it for maintenance contracts.
Run Jobs From Your Phone. Even in the Basement.
Everything you need on-site — time tracking, expense logging, photo documentation, and change order management — works on your phone and works offline. No signal? No problem. Pilot syncs when you're back in range.
- Time tracking: Clock in/out per job with GPS verification.
- Estimated Time to Complete (ETC): Log remaining time so the office knows when you'll wrap.
- Expense capture: Snap a photo of the receipt. Pilot reads it and logs the cost.
- Photo documentation: Before/after photos attached to the job record.
- GPS check-in: Automatic arrival/departure logging for proof of service.
- Change orders: Create a change order on the spot with updated pricing.
- LOTO compliance: Lock-out/tag-out checklists built into the job workflow.
Know Your Margin Before the Job Ends
Most contractors don't know if a job was profitable until the invoice is paid — weeks later. Pilot tracks costs in real time: materials, labor, expenses. You see your margin while you can still do something about it.
- Live job costing: Materials + labor + expenses tallied in real time.
- Margin tracking: See target margin vs. actual margin — before, during, and after.
- ETC projections: Pilot warns you when a job is trending toward a loss.
- Profitability alerts: Automated notifications when margins slip.
- Job profitability reports: Post-completion breakdown of where the money went.
- Portfolio view: See profitability across all active jobs in one dashboard.
Keep Customers in the Loop Without Lifting a Finger
Automated texts at every stage — appointment reminders, on-my-way notifications, running-late alerts, and invoice follow-ups. Every message is previewed before it sends. Your customers feel informed. You feel professional. Nobody plays phone tag.
- Template system: 13+ pre-built message templates for the entire job lifecycle.
- Always preview before send: You approve every message.
- Bidirectional SMS: Customers can reply, and you see it in the app.
- Voice-to-text replies: Dictate your response while driving.
- Customer threading: Full message history per customer, per job.
- A2P 10DLC compliant: Registered SMS that actually gets delivered.
From Quote to Cash, Faster
Convert any approved quote into an invoice with one tap. Send a payment link your customer can pay from their phone. Stripe handles the processing. Pilot handles the reminders. You handle the next job.
- Quote-to-invoice conversion: One tap turns an approved quote into a ready-to-send invoice.
- Payment links: Customers pay online via a secure Stripe-powered payment page.
- Automated dunning: Gentle payment reminders on your schedule.
- AR dashboard: See who owes what, when it's due, and how long it's outstanding.
- Partial payments: Accept deposits, progress payments, and final payments.
- Receipt generation: Automatic receipts sent on payment confirmation.
Your QuickBooks Stays. Pilot Handles the Field.
Pilot syncs invoices, payments, and customer records to QuickBooks Online — bidirectionally. Your bookkeeper sees clean data. You never double-enter. And when QuickBooks and Pilot disagree, a simple conflict resolution screen tells you exactly what's different.
- Bi-directional sync: Invoices and payments push to QuickBooks.
- Conflict resolution: Side-by-side comparison when data doesn't match.
- Invoice push: Approved invoices automatically appear in QuickBooks.
- Payment recording: Payments received through Pilot record in QuickBooks.
- Sync status dashboard: See what synced, what's pending, what needs attention.
Works in the Basement. Works on the Roof. Works Without Signal.
Built mobile-first for where you actually work — not where you have five bars of LTE. Pilot queues actions when you're offline and syncs automatically when connectivity returns. Start a quote in a basement, and it's saved before you climb the stairs.
- Offline operations: Create quotes, log time, capture photos without internet.
- Automatic sync queue: Every action queued locally and pushed when back online.
- Background sync: Syncs in the background so you never manually refresh.
- Photo upload optimization: Photos compress and upload in batches.
- Deferred voice processing: Record voice quotes offline; Pilot processes when you reconnect.
- Low-bandwidth mode: Works on 3G.
Your Data Is Yours. Full Stop.
Multi-tenant isolation means your data is separated from every other contractor on the platform. Two-factor authentication, role-based access, and a full audit trail come standard — not as an enterprise upsell.
- Multi-tenant data isolation: Your data is architecturally separated.
- Two-factor authentication (MFA): SMS or authenticator app.
- Role-based access control (RBAC): Owner, admin, tech, bookkeeper.
- Full audit trail: Every action logged.
- A2P 10DLC compliance: Registered SMS messaging that reaches your customers.
- SOC 2 roadmap: Building toward SOC 2 Type II certification.
Stuck? Ask Pilot.
An AI assistant that actually knows your app and your trade. Ask how to do something, get a step-by-step answer. Pilot's help system uses RAG trained on our documentation and trade resources.
- RAG-powered search: Ask a question in plain English, get a specific answer.
- Contextual help: Pilot knows what screen you're on.
- Voice-driven help: Ask by voice, get a spoken response.
- Trade reference library: NEC codes, pipe sizing tables, load calculation guides.
- Step-by-step walkthroughs: How-to guidance for any workflow.
Ready to Transform Your Field Operations?
Join the waitlist and be among the first contractors to use AI-powered voice quoting, real-time profitability tracking, and hands-free field ops.
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