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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 Exterio?

Exterio serves as an all-encompassing platform tailored for roofing CRM and project management, designed to improve communication among exterior contractors, hasten job estimates, efficiently manage leads, and secure additional projects across various domains including roofing, siding, windows, gutters, decks, maintenance, and other exterior tasks. Formerly branded as Roof Chief, Exterio distinguishes itself through its AI-powered CRM that enhances sales productivity while ensuring seamless operational and production workflows. By utilizing intelligent automations, the platform empowers contractors to streamline their processes, enhance follow-up efforts through connected communication tools, and provide a refined purchasing experience with digital sales proposals, all within a user-friendly interface capable of managing comprehensive business operations. Each interaction, ranging from leads and calls to texts, emails, and project management, is consolidated from the first point of contact to the final signed agreement, incorporating automated text and email sequences, reminders, customized workflows, task assignments, pipeline oversight, contact management, customer portals, and a thorough communication log linked to every project. This integrated methodology not only boosts productivity but also fosters a more systematic and efficient approach to overseeing exterior contracting tasks, ultimately leading to greater client satisfaction and project success. By consistently refining its features, Exterio aims to stay ahead in the competitive landscape of exterior contracting solutions.

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Integrations Supported

EagleView
Google Calendar
Microsoft Outlook
QuickBooks Online

Integrations Supported

EagleView
Google Calendar
Microsoft Outlook
QuickBooks Online

API Availability

Has API

API Availability

Has API

Pricing Information

$147/month
Free Version
Free Trial Offered?

Pricing Information

$199 per month
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

The Service Pilot

Company Website

theservicepilot.com

Company Facts

Organization Name

Exterio

Date Founded

2013

Company Location

United States

Company Website

www.getexterio.com

Categories and 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

Categories and Features

Roofing

Aerial Measurement
Billing & Invoicing
Checklists & Inspections
Commercial / Industrial
Dispatch Management
Lead Management
Photo Capture
Quotes / Estimates
Scheduling
Work Order Management

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