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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 Joblogic?

Joblogic is field service management software for service contractors and facilities management businesses. It gives operations teams visibility and control across the complete job lifecycle, from first call through to invoice. Joblogic supports businesses across mechanical and electrical services, HVAC, fire and security, facilities management, plumbing and heating, electrical maintenance, and property maintenance, with 24/7 UK-based support included as standard. Core capabilities include job management, engineer scheduling, asset tracking, planned preventive maintenance, compliance management, quoting, and invoicing, all connected in one platform. Engineers use the mobile app to receive jobs, capture notes, photos, and signatures, and complete compliance forms in the field. Back-office teams get real-time updates, automated workflows, and full audit trails without manual chasing. Finance integrations with Xero, Sage, and QuickBooks connect operational and financial data directly. Manual scheduling and job write-ups create overhead across the back office and field. The Dynamic Scheduler optimises engineer routes and allocation in real time, and the AI Summariser cuts job and quote write-up time. Joblogic is building toward an Agentic Operating Model for service contractors, reducing manual coordination across operations, service delivery, and finance.

Media

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Media

Integrations Supported

AccountsIQ
Elyos
FreeAgent
QuickBooks Online
Sage 500
Xero

Integrations Supported

AccountsIQ
Elyos
FreeAgent
QuickBooks Online
Sage 500
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

$147/month
Free Version
Free Trial Offered?

Pricing Information

£45
Starting from £45 per user 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

Tracer Management Systems

Date Founded

1998

Company Location

United Kingdom

Company Website

www.joblogic.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

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

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Workforce Management

Budgeting & Forecasting
Contractor Management
Employee Lifecycle Management
Labor Projection
Performance Appraisal
Recruiting Management
Scheduling
Skills Tracking
Time & Attendance
Variable Workforce

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