In short
A contractor CRM is a customer and job management system built for the way contractors actually work — leads coming in from calls and referrals, quotes that turn into scheduled jobs, invoices that need to get paid. Work Pilot puts all of that in one mobile-first app, priced flat with unlimited team members.
The problem this solves
- ✕Leads scattered across text messages, voicemails and sticky notes.
- ✕No single place to see what's happening on every active job.
- ✕Repeat customers whose history lives in your head instead of the system.
- ✕Enterprise CRMs that charge per user and take weeks to configure.
How it works
Built for the day-to-day of a small contractor crew.
Lead pipeline
Capture leads by phone, form, or the mobile share sheet. Move them through stages and never lose a follow-up.
Job & milestone tracking
Turn a lead into a job, break it into milestones, and assign work across your crew.
Quotes & contracts
Build itemized quotes with materials and labor, send for e-signature in minutes.
Invoices & online payments
Send an invoice, get paid online, track deposits and partial payments.
Client & internal messaging
Every message tied to the job — plus private @mentions and internal notes for the crew.
Customer history
Every past job, quote, invoice, note and file for the customer, one tap away.
Who uses this
Related pages
Frequently asked questions
What is a contractor CRM?+
A contractor CRM is customer and job management software built for contractors — combining leads, quotes, jobs, invoices, scheduling and client communication in one place instead of spreadsheets and disconnected tools.
Who is Work Pilot's contractor CRM for?+
Small home-service crews of 1 to 5 people — electricians, plumbers, HVAC, roofers, general contractors, handymen, cleaners and other trades — who want a simple, mobile-first CRM without per-user pricing.
Is there a free plan?+
Yes. Work Pilot has a free plan with the core CRM and lead tracking. Pro unlocks unlimited team members, GPS attendance, payroll, and the full milestone scheduler and comes with a 30-day free trial.
Do I need to install an app?+
No. Work Pilot runs in the browser and as a Progressive Web App you can install from Safari or Chrome — no app store required.
How is Work Pilot different from Jobber or ServiceTitan?+
Work Pilot is priced flat with unlimited users and focused on the day-to-day of small crews. It has the pieces small contractors actually use — leads, quotes, invoices, scheduling, GPS clock, payroll and a client portal — without the per-user pricing or enterprise setup.