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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 Sercom?

Sercom is a user-friendly platform designed for scheduling both residential and commercial services, making it suitable for individual users as well as larger enterprises. The software boasts an intuitive calendar, offers scheduling suggestions, and sends notifications, providing all the essential tools necessary for managing a field service operation effectively. Users can organize their schedules in alignment with their company's specific requirements. Key features include: • Request and assessment capabilities • Quote generation and time slot booking • Efficient job planning and dispatch services • A dashboard highlighting tasks that need attention • Follow-up features and checklists • Seamless integration with accounting software • SMS notifications for timely updates • Customizable roles and permissions for users. This comprehensive suite ensures that both small and large operations can enhance their efficiency and service delivery.

Media

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Media

Integrations Supported

QuickBooks Online

Integrations Supported

QuickBooks Online

API Availability

Has API

API Availability

Has API

Pricing Information

$147/month
Free Version
Free Trial Offered?

Pricing Information

$20 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

Abex Technologies

Date Founded

2021

Company Location

Canada

Company Website

www.sercom.io/en

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

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