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What is The Service Pilot?

The Service Pilot is an all-encompassing CRM and automation platform specifically crafted for businesses that prioritize service, effortlessly bringing together leads, quotes, scheduling, invoicing, payments, customer feedback, communication, reporting, and growth initiatives. This innovative solution is aimed at boosting productivity in a range of home-service industries including window cleaning, pressure washing, gutter upkeep, lawn maintenance, HVAC, plumbing, roofing, cleaning services, contractors, and pool care, allowing these businesses to offer faster quotes, improved scheduling, automated follow-ups, easier payment collection, and cultivate customer loyalty all through one unified interface. By streamlining these vital operations, the Service Pilot allows companies to concentrate on providing stellar service while simultaneously driving growth and nurturing robust relationships with their customers, ultimately setting them up for long-term success. In this way, the platform not only enhances operational efficiency but also positions service-oriented businesses to thrive in a competitive marketplace.

What is ECHOPS?

ECHOPS is a comprehensive online business management tool tailored for residential contractors, seamlessly combining lead management, estimating, project coordination, and payment processing within a single user-friendly platform. This system empowers teams to effectively handle leads, create estimates with a customized pricing structure, provide multiple quoting options and payment plans, design scaled room layouts, and obtain electronic approvals for quotes, contracts, and alterations. Furthermore, the software streamlines operations by enabling scheduling, processing service requests, optimizing routes, and facilitating communication with clients and crew through calls and texts, alongside managing invoicing, accounting, reporting, and team collaboration, thereby overseeing daily tasks from initial contact to project conclusion. An added advantage is ECHO, the AI assistant integrated within the system, which utilizes data from leads, jobs, and calendars to recommend actions or prepare tasks for team members to review before execution. The Company plan further enhances capabilities with features dedicated to payroll and commission management, making it a versatile solution suitable for various trade professionals. ECHOPS serves a diverse array of experts, including remodelers, builders, roofers, HVAC specialists, plumbers, electricians, and numerous other contractors within the residential service sector. By streamlining workflows and boosting productivity, ECHOPS enables contractors to concentrate on providing exceptional service to their clients while efficiently managing their business operations. Ultimately, this platform represents a significant advancement in the tools available to residential contractors, ensuring they can operate more effectively in an ever-evolving marketplace.

Media

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Media

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Integrations Supported

Integrations Supported

CallRail
Facebook
Gmail
Google Ads
Google Business Profile
Google Calendar
Google Maps
Instagram
Meta Business Suite
Microsoft Outlook
QuickBooks Online
Stripe
Zapier

API Availability

API Availability

Has API

Pricing Information

$147/month
Free Trial Offered?

Pricing Information

$149/month
Solo is $149/month and includes 3 users, with up to 2 additional users at $25/month each (up to 5 total). Crew is $299/month for 8 users, and Company is $599/month for 20 users. Additional users cost $25/month each. Annual plans cost $1,490/year for Solo, $2,990/year for Crew, and $5,990/year for Company, equivalent to 10 months of monthly pricing. All plans include a 14-day free trial with no credit card required. Payroll and commissions are included with Company. Phone and texting cost $79/month on Solo or Crew and are included in Company.
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Online Training

Training Options

Documentation Hub

Company Facts

Organization Name

The Service Pilot

Company Website

theservicepilot.com

Company Facts

Organization Name

ECHOPS

Date Founded

2026

Company Location

United States

Company Website

echops.com

Categories and Features

CRM

Not specified

Categories and Features

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