Work Pilot is an AI-powered contractor CRM for electricians, plumbers, HVAC techs, roofers, GCs, handymen, and cleaners. Manage leads, schedule jobs, send quotes and invoices, take payments, and message clients — all from one app.
Free 30-day trial · No credit card required · Cancel anytime
Most contractors don't have a software problem — they have a chaos problem.
Losing track of leads in texts, DMs, and sticky notes
Chasing clients for overdue payments
Job details scattered across email, WhatsApp, and notebooks
Quotes and contracts done in 3 different apps
No idea what each job actually made you
Paying for 5 tools that don't talk to each other
Work Pilot connects your leads, jobs, contracts, payments, and client messages — so nothing slips through the cracks and you always know where every dollar is.
Three steps from messy to organized.
Log every lead in seconds — phone, photos, job type, notes. Nothing gets forgotten.
Convert a lead to a job in one tap. Build a quote, send a contract, get it signed.
Track deposits, milestones, and final payments. Know your profit on every job.
Most construction CRMs are built for big GCs. Work Pilot is built for the people on the truck.
Create, send, and e-sign contracts inside Work Pilot. Revise and resend in seconds — no DocuSign, no Word docs, no PDFs flying around.
Your clients don't need an account. They sign in with email + job ID to approve contracts, view files, and chat with you.
Leads turn into jobs. Jobs link to quotes, contracts, payments, and chats. Zero duplicate data entry.
Designed for 1–5 person teams. No bloated enterprise features, no 40-tab dashboards. Just what you actually use.
Track every payment and expense by job. See exactly what each project made you — in real time.
Chat with clients in-app, with files and updates attached to the job. Stop searching through three inboxes.
Nothing they don't. Work Pilot is the small contractor software that just works.
Capture leads with notes and photos. Move them through your pipeline and convert to jobs in a tap. The fastest job tracking for contractors.
Build clean, professional quotes from your phone. Send for e-signature. Revise and resend without starting over. The contractor quoting and invoicing software your clients will actually respond to.
Fixed amounts, percentages, or milestones. Log partial payments and expenses against each job — and see live profit.
No accounts, no passwords. Clients open a secure portal to approve contracts, see files, and message you.
All client chats live next to the job. Push notifications for new messages, approvals, and payments.
Work Pilot adapts to how you actually work — whether you run service calls, project-based jobs, or recurring contracts.
Track service calls, panel upgrades, and quotes from the truck.
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Manage emergency calls, recurring service, and parts on every job.
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Schedule installs and seasonal maintenance with AI reminders.
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Quote roofs fast, send contracts, collect deposits before the crew rolls.
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Run remodels and builds with milestones and progress payments.
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Stay organized across many small jobs without spreadsheets.
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Manage recurring clients, routes, and invoicing in one place.
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Honest, side-by-side comparisons with the major contractor CRMs — so you can pick the right tool for your crew.
Flat pricing vs per-user tiers for 1–5 person crews.
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Canadian-made alternative with CAD pricing.
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Focused contractor CRM — no enterprise pricing.
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Modern mobile-first tool, no per-tech fees.
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Same focus, unlimited users, flat CAD pricing.
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From scattered tools and lost messages to one clean system.
Real stories from contractors who run their business on Work Pilot.
"I run a 3-person electrical crew. Work Pilot replaced 4 tools and finally gave me one place to track every lead and job."
"Quotes used to take me an hour at the kitchen table. Now I send them from the driveway and clients sign on their phone."
"The client portal alone is worth it. My clients stop calling me for updates because they can just check it themselves."
Free 30-day trial on paid plans. No credit card required. Cancel anytime.
30-day free trial · No credit card · Cancel anytime
Everything you need to know about Work Pilot, our contractor CRM, scheduling, and invoicing software.
Work Pilot is an AI-powered contractor CRM and scheduling software built for home service businesses — electricians, plumbers, HVAC techs, roofers, general contractors, handymen, and cleaning companies. It brings leads, jobs, quotes, contracts, invoices, payments, and client messaging into one mobile-first app.
Small contractor teams of 1 to 5 people. If you run a home service business and need a simple CRM for contractors without the complexity and cost of enterprise tools like ServiceTitan, Work Pilot is built for you.
Work Pilot focuses on the workflow small Canadian contractors actually use — leads, quotes, contracts, scheduling, invoices, and a simple client portal — without enterprise complexity or per-user pricing that punishes growing crews. It also includes AI smart reminders and a built-in sketchpad for on-site notes.
Yes. Work Pilot includes job scheduling, milestone tracking, calendar views, and AI-powered reminders so you and your clients never miss a follow-up or appointment.
Yes. Send a quote or invoice and clients can pay online through a secure client portal. You can track deposits, milestone payments, and final balances per job.
Yes. Work Pilot is built in Canada for Canadian contractors and home service businesses, with pricing and features tuned for small crews.
Work Pilot has a free plan for up to 5 active jobs and 5 leads, and a Pro plan at $19.99 / month (or $15.99 / month billed annually) with unlimited jobs and leads, quotes and contracts, payments, the full client portal, and AI reminders. All paid plans include a 30-day free trial — no credit card required.
No. Work Pilot runs in your browser and as a Progressive Web App on iOS and Android — install it from your browser, no app store needed.
