The operating system for service & field teams

Run your entire service business from one platform.

Turn leads into booked jobs. Turn jobs into predictable revenue.

FieldPilot CRM is the all-in-one, fully configured system built specifically for service-based and field-driven businesses. Capture every lead, automate follow-ups, manage jobs and teams, and see your entire operation in one clean, real-time view.

From chaos to control

Most service businesses are run on sticky notes, inboxes, and memory.

Leads slip through the cracks. Jobs get double-booked. Field crews are waiting on details. You’re bouncing between a spreadsheet, a phone, and three different apps just to keep today under control.

FieldPilot CRM replaces scattered tools with one connected system—built for how roofing, HVAC, cleaning, pest control, contractors, and field teams actually work in the real world.

With FieldPilot CRM

  • Every lead is captured automatically and assigned a clear status
  • Pipelines show exactly where every job is — from estimate to paid
  • Follow-ups, reminders, and confirmations run on autopilot
  • Field teams see live job info, notes, and updates from their phone
  • You run the business from one dashboard instead of ten tools

Without FieldPilot

  • Leads scattered across call logs, forms, emails, and Facebook messages
  • No clear view of which jobs are pending, booked, or completed
  • Manual follow-ups that stop the moment you get busy
  • Technicians waiting on job details, addresses, or approvals
  • Owners stuck in the middle coordinating every moving piece

How FieldPilot CRM works

Capture every lead. Automate follow-ups. Track every job.

FieldPilot connects your lead capture, scheduling, job tracking, field teams, and communication into a single, streamlined workflow.

1. Capture & organize every lead

Calls, website forms, landing pages, ads, and referrals all feed into one centralized lead inbox. Each new contact is tagged, tracked, and assigned to the right pipeline automatically.

2. Automate follow-ups & scheduling

Lead receives an instant text or email, pre-built by us for your business. Missed-call texts, quote follow-ups, reminders, and confirmations run 24/7 so you never lose a job because someone was busy or on a ladder.

3. Track jobs, teams & revenue in real time

Every job flows through configurable stages—from inspection or estimate, to scheduled, in progress, and completed. Field teams update status from mobile, while dashboards show performance, conversion rates, and revenue by team or service line.

Everything in one place

FieldPilot is more than software. It’s your complete CRM system.

You’re not buying a blank tool. You’re getting a done-with-you implementation: pipelines, automations, job boards, communication templates and reporting—all configured to match how your business actually operates.

Lead & customer management

One clean profile for every lead, customer, and property. See history, past jobs, communication, tags, and notes in seconds—no digging through email threads or spreadsheets.

  • Centralized contact and job history
  • Instant search by address, name, or phone
  • Custom fields for insurance, property, or asset data

Automated follow-ups & communication

Let automation handle the repetitive touches that move leads to booked jobs: missed call texts, quote follow-ups, reactivation campaigns, and appointment reminders.

  • Pre-built SMS and email sequences for your services
  • Automatic reminders and confirmations by text or email
  • All calls, texts, and emails logged on the customer record

Pipelines, jobs & smart scheduling

Drag-and-drop pipelines show you exactly what’s waiting for an estimate, scheduled, in progress, and ready to invoice. Smart scheduling makes it easy to assign the right crew to the right job at the right time.

  • Custom pipelines for estimates, jobs, and collections
  • Calendar views by team, service area, or truck
  • Automated status updates to customers when jobs move stages

Built for field teams on the move

From the truck or on site, your teams can see job details, upload photos, add notes, update statuses, and trigger workflows—without calling the office for instructions.

Reporting & insights that drive decisions

See which campaigns generate the best customers, how fast leads convert, which teams are most efficient, and where jobs get stuck—so you can fix bottlenecks and scale with confidence.

Designed for the field

Purpose-built for service and field-driven businesses.

FieldPilot CRM is tailored for operations where every day means new inquiries, shifting schedules, and teams in the field. We learn your workflows and configure the system to match them—not the other way around.

Home services

Roofing & restoration, HVAC, plumbing, electrical, cleaning, pest control, landscaping, and general contractors.

Insurance & adjusters

Public adjusters and insurance-related services needing tight documentation, timelines, and communication logs.

What you get with FieldPilot

A fully configured CRM system tailored to your workflows.

We don’t hand you a login and wish you luck. We work with you to design, build, and launch a CRM that matches how your team already works—while introducing best practices from top-performing service companies.

Implementation includes:

  • Complete CRM setup (pipelines, stages, contact types, job tracking)
  • Lead capture infrastructure across calls, forms, pages, and ads
  • Workflow automation for follow-ups, reminders, and status updates
  • Job & pipeline tracking for full visibility at every stage
  • Integrated call, text, and email communication
  • Mobile access for field teams with role-based permissions
  • Ongoing support and optimization as your operation scales

Turn more leads into jobs—without working more hours.

FieldPilot is built to improve the numbers that actually matter: speed-to-lead, booked jobs, average ticket, and repeat business.

  • Save hours per day with automated follow-ups and reminders
  • Coordinate office and field teams from a single live board
  • Increase lead-to-job conversion with consistent touchpoints
  • Scale operations without adding more admin overhead

Questions about FieldPilot CRM

If you run a service or field operation and want fewer moving parts and more control, FieldPilot is built for you. Here are answers to the most common questions.

Is FieldPilot just another generic CRM?

No. FieldPilot is built and configured specifically for service-based and field-driven businesses. Instead of a blank, do-it-yourself tool, you get pipelines, automations, job management, and communication flows designed around how your crews actually operate.

How long does it take to get up and running?

Most teams are live within 2–3 weeks. Week 1 is focused on understanding your workflows and designing your pipelines. Week 2 is for building automations, communication templates, and integrations. Week 3 is for training and refinement based on real usage.

Will this replace the tools we’re already using?

In many cases, yes. FieldPilot can consolidate lead capture forms, basic CRMs, ad-hoc scheduling tools, texting apps, and parts of your reporting stack. Where it makes sense, we integrate with your existing tools instead of ripping them out on day one.

Is FieldPilot a fit if we don’t have a big team yet?

Absolutely. In fact, smaller and growing teams benefit the most from putting solid systems in place early. FieldPilot helps you avoid building your business on spreadsheets and sticky notes that break once you start to scale.

What kind of support do we get after launch?

You get ongoing support and optimization. That includes help tuning automations, adding new pipelines as you launch services or territories, and reviewing performance data to identify bottlenecks and new opportunities.

1079 Old Ford Rd, Huntingdon Valley, PA 19006, USA

Get In Touch

Address :

Office: 1079 Old Ford Road, Huntingdon Valley Pennsylvania 19006.

Assistance Hours

Mon – Sat 9:00am – 8:00pm

Sunday – CLOSED

Phone Number:

+1-610-904-8864