AI with horsepower.
New — Unlimited customers on every planCRM, jobs, quotes, invoices, scheduling, payments, public storefront, expense tracking, promotions, referrals, reviews, Pilot AI — connected by design. Built for service businesses.
30-day free trial · No credit card required · No contract — cancel anytime · 0% platform payment fees
Just paid
Mike J. · $640
This week
+38 jobs
Revenue
$0
+24%
Active jobs
0
6 today
Customers
0
+8/wk
Collected
0%
on time
Revenue · 7 days
▲ 24%Jobs by status
Other platforms charge by total contacts and force you to delete history when you outgrow a tier. We count only active customers — archive anyone you’re not currently serving and they stay fully searchable, exportable, and one-click restorable. Every plan.
Unlimited
Archived records
0
Deleted to save space
1-click
Restore anytime
Every module reads the same customer record, the same job, the same invoice. Stop syncing apps and reconciling data.
Unlimited contacts. Only active customers count toward your plan limit. Type + source segmentation built in.
List + board views grouped by status. Recurring series auto-materialize. Photo + PDF attachments on every job.
Customers approve online. Deposits captured through Stripe before acceptance. Job + appointment auto-created.
Unlimited invoices. Custom reminder schedules. Overdue + final-notice cadence. Partial payments tracked.
Day / week / month views. Two-way Google Calendar sync. Per-day overbooking visualization. iCal feed URL.
Stripe Connect, Zelle, Cash App on your branded pay page with QR codes. We take 0% — Stripe charges direct.
Custom slug page with your branding, services, portfolio, testimonials, embedded booking form, and QR for sharing.
Page summaries, quote drafts, customer chat, draft messages, ask reports, action proposals — confirm before mutation.
Revenue, aging, expenses, jobs by status, customer value, quote conversion, cash flow, per-job profitability.
Schedule C–ready income, expense and net-income summaries for any date range. Owner-only access. PDF export.
Categorize, attach receipts, tag jobs, mark billable vs tax-deductible. Flows into Tax Report + Reports automatically.
Segmented broadcast campaigns. Audience by type / source / status. Schedule + send. Recipient consent honored.
Post-job email + SMS asking for a Google review. Tracked open + click. Auto-skip opt-outs and archived customers.
Personal referral link. 50% of first month as account credit when a referred business stays paid 30+ days. Cap $500.
Paste any email, text, or DM. Pilot AI extracts customer + draft job. One click confirms. Dominate plan.
Surface every idle customer (30/60/90/180/365 days). AI drafts the re-engagement email. One click sends. Dominate plan.
Six AI surfaces in one platform — every action waits for your click before anything changes. Your data only. Never crosses into another business. Never deletes anything. Ever.
Page Summary
Pilot AIQuote Assist
Pilot AIPer-Customer Chat
Pilot AIDraft Message
Pilot AIAsk Reports
Pilot AIAction Proposal
Pilot AINever deletes
No delete path exists in the tool registry. AI cannot remove a customer, job, invoice, or quote.
Your data, only
Pilot AI can only see records inside your business. There is no path for it to read or touch another business’s data.
Audit-logged
Every confirmed action is logged with the user id of whoever clicked confirm. Full trail.
Invoice
#INV-2024-0184
Mike Johnson · 437 Oak St
Reminder cadence
Outstanding
$3,240
This month
$18,340
On time
94%
Unlimited invoices on every paid plan. Custom reminder schedules you control. AI-drafted reminder text matches your tone. Partial-payment tracking with running balance. We never auto-charge — every send waits for your eyes.
Custom invoice design — one click
Your logo, brand colors, and footer applied to every PDF. Pick a template; we render the rest. No design tools needed.
Custom reminder schedules
Customize pre-due, overdue (day 0/3/7), and final-notice (day 14) cadences from settings.
AI-drafted reminder messages
One click drafts a polite or firm message in your voice. Review before send.
Recurring billing rolled into draft
Per-customer weekly / monthly cadence rolls completed jobs into a draft invoice — you review and send.
Partial payments tracked
Running balance updates with each payment. Status flips to "paid" only when full amount lands.
Quote deposits auto-credit forward
When you convert a job to invoice, any captured deposit credits as already-paid.
Customers approve quotes on a branded online page. The moment they click accept, Stripe captures any required deposit, the job and appointment are created automatically, and the booking confirmation email goes out. No double-entry, no follow-up to ask for the deposit later.
Week of May 20
5 days · 18 jobs · 4 crew
Lawn · Kim
HVAC · Davis
Paint · Lopez
Roof · Park
AC · Johnson
Deck · Torres
Gutter · Hall
Inspect · Lee
Tree · Mills
Window · Cruz
Lawn · Patel
HVAC · Owen
Paint · Reed
Roof · Beck
Crew capacity · Wed
78% utilized
Day, week, and month views over the same job calendar. Edit any job to reschedule — the customer booking-confirmation email updates automatically. Two-way Google Calendar sync keeps your personal calendar honest. Per-day load visualization shows when you’re overbooking — before you commit.
Every account gets a free public page at yourbiz.com/p/your-slug. One-click sensible defaults — or customize logo, hero, services, portfolio, testimonials, and embedded booking form. Customers scan your QR or tap the link from your invoice — pay or book in two taps. No app to install.
One-click setup with smart defaults
Sign up, pick your slug, and the page is live. Tune logo / hero / accent later when you have a moment.
Custom slug + business branding
Pick your subdomain slug. Logo, hero image, accent color, badges — all yours.
Service catalog with photos + prices
Each service has name, description, price, unit (per hour / per visit / flat), image, category.
Embedded booking form
Customer picks a service, fills contact details, address autocomplete fills city/state/zip. Built-in spam protection.
QR codes everywhere
Page QR for sharing, Zelle handle QR, Cash App QR — all rendered on the customer pay page.
Embedded Google reviews + map
Pull your reviews CTA and an embedded map; testimonials section under your control.
MT Landscaping
Austin, TX · ★ 4.9 from 84 customers
Services
Weekly mow
$65 / visit
Spring cleanup
$280 flat
Hedge trim
$80 / hr
Quick booking
MT Landscaping
Scan to book
Text BOOK to (512) 555-0123
Mobile
Desktop preview
Reports · Q1 2024
Revenue Summary
Collected
$48,920
+18%
Outstanding
$3,240
12 inv
Net (Tax)
$31,450
after expenses
Income vs Expenses · Last 6 mo
Top customers by revenue
Eight prebuilt reports cover revenue, aging, expenses, jobs, customer value, quote conversion, cash flow, and per-job profitability. Tax Report (Accelerate+) spits Schedule C–ready totals for any range — collected income, deductible expenses, net. Custom Reports build whatever else you need. Schedule them to email (Dominate) and you’re done.
Email your past customers a seasonal promo. Target by customer type (Residential vs Commercial), source (Google vs Referral), or activity (last job 60+ days ago). Recipient consent is checked at fire time — opted-out customers are skipped automatically. Schedule for the future or send now.
New broadcast
DraftAudience
342 recipients match · 318 after opt-out + archive filtering
Subject
Body
When a job moves to Completed, an email + SMS (if consented) goes to the customer with your branded ask and the Google Review link. Tracked open + click. Auto-skips opt-outs and archived customers.
Review Requests
Auto-sent after job completion
“Hi Mike — thanks for choosing MT Landscaping! We’d love a quick Google review. Takes 30 seconds: g.page/r/mtlandscaping”
42%
open rate
18%
click rate
4.9
avg ★
Expenses · Q1 2024
$8,620
$7,470 tax-deductible · $1,150 billable to customers
Log expenses with photos of receipts (R2 storage). Categorize, tag jobs, mark billable to customer vs tax-deductible. Per-job profitability subtracts tagged expenses from collected revenue. Tax Report sums tax-deductible expenses across the year for filing.
Unlimited customer records on every plan. Active-customer caps only. No contract — cancel anytime, month-to-month. We take 0% of your payments.
30-day free trial — no credit card required to start.
Free 30-day trial — no card
Every module included. Account locks after 30 days unless you upgrade.
No credit card required to start
Real book of business
For owner-operators handling 100+ customers a month.
Month-to-month · no contract · cancel anytime
Most popular for growing teams
Automation and AI for businesses scaling past one crew.
Month-to-month · no contract · cancel anytime
For high-volume operations
When you need every lever pulled and every cap raised.
Month-to-month · no contract · cancel anytime
What you see here is exactly what gets enforced server-side. No marketing inflation.
| Module | Trial | Scale | AcceleratePOPULAR | Dominate |
|---|---|---|---|---|
| Customer & Records | ||||
| Active customers | 10 | 150 | 1,000 | 3,000 |
| Archived records | Unlimited | Unlimited | Unlimited | Unlimited |
| Type + source segmentation | ||||
| Live duplicate detection | ||||
| CSV import (auto-archive overflow) | ||||
| Workflow & Billing | ||||
| Invoices per month | 20 | Unlimited | Unlimited | Unlimited |
| Quotes per month | 10 | Unlimited | Unlimited | Unlimited |
| Quote deposits via Stripe | ||||
| Recurring Jobs + Invoicing | — | |||
| Warranties module | — | |||
| Expense tracking + receipts | ||||
| Scheduling & Comms | ||||
| Smart Scheduling + Google Calendar | — | |||
| Communications Hub | ||||
| Automated invoice reminders | — | |||
| Promotional broadcasts | — | — | ||
| Review Requests post-job | — | |||
| Storefront & Growth | ||||
| Public storefront (custom slug) | ||||
| Embedded booking form | ||||
| QR code for share + payment | ||||
| Reporting | ||||
| Prebuilt reports + CSV export | — | |||
| Tax Report | — | — | ||
| Custom Report builder | — | — | ||
| Scheduled report delivery | — | — | — | |
| AI & Automation | ||||
| Pilot AI Scans per month | 15 lifetime | 50 | 500 | 3,000 |
| Per-customer Pilot AI chat | — | — | ||
| Paste-Anything Triage | — | — | — | |
| Follow-Up Automation | — | — | — | |
| Team & Support | ||||
| Staff seats included | 0 | 0 | 1 | 10 |
| Additional seat price | — | +$5/mo | +$5/mo | +$5/mo |
| Priority support | — | — | — | |
Pilot AI overage: $0.05 per scan above included quota. SMS overage: $0.01 per message above included quota. Overage charges appear as line items on your next invoice. Stripe processing fees are charged by Stripe — we take 0%.
Share your unique link with another business owner. When they sign up and stay on a paid plan for 30+ days, account credit lands on your Stripe customer balance and applies automatically to your next invoice.
Credit per paid signup
Scale
$15
per signup
Accelerate
$30
per signup
Dominate
$75
per signup
Bank up to $500 in pending credit. Beyond that, contact us about affiliate cash payouts.
How it works
Share your link
Every paid tenant gets a unique 8-character code. Copy it from the Refer a Friend page in your dashboard.
They sign up and pay
When someone signs up through your link, finishes their free trial, and stays on a paid plan for 30+ days, the referral converts.
Credit lands automatically
50% of their first month posts to your Stripe customer balance and applies against your next invoice. No redemption step.
Available on every paid plan. Trial accounts can refer but don’t earn credit until they convert.
Setup takes under 5 minutes. Your first invoice could go out today. Cancel anytime.