One Powerful System. $888 a Month

TaskPilot is a fully managed office system. All 88 workflows below are included, configured, and maintained for you — so your business runs consistently without daily oversight.

Everything Below Is Included

TaskPilot is a fully managed Office System. All 88 automations below are included, configured, and maintained for you.

💡 From first lead to final payment, TaskPilot runs your operations automatically.
1Leads & Follow-Up(20)
  1. Auto Missed Call Text-Back – Automatically texts missed callers, assigns the lead to your manager, sends an internal alert, and routes the lead into an AI conversation.
  2. Website Survey to CRM – Instantly captures website form submissions, assigns the lead to your manager, and sends an automatic text response.
  3. Webchat Instant Reply – Responds to website chat in seconds, answers common questions, and guides visitors toward booking.
  4. Facebook Auto-Reply – Automatically responds to Facebook messages and routes contacts into the AI conversation.
  5. Instagram Auto-Reply – Automatically responds to Instagram messages and routes contacts into AI for FAQs or booking.
  6. New Lead Sales Process – Sends a welcome text, asks about service type, and enrolls leads into the AI booking flow.
  7. Quote Follow-Up (24h + 48h) – Sends automated reminders and assigns a follow-up task to the manager.
  8. Send Calendar Link Once Quote Is Accepted – Sends booking link automatically and alerts managers of conflicts.
  9. Revives Ignored Quotes – Follows up unanswered quotes and escalates to AI outbound calls and manager notifications.
  10. Reactivates Old Leads – Re-engages 30-day inactive leads using SMS and AI calls.
  11. Smart Lead Scoring – Analyzes messages to identify high-intent leads and guides them toward booking.
  12. Lead Source Tagging – Tracks where every lead comes from.
  13. Smart Pipeline Sorting – Automatically moves leads through pipeline stages.
  14. AI SMS FAQ Responder – Answers common customer questions by text.
  15. AI Auto-Call Unresponsive Leads – Automatically calls leads who stop replying.
  16. Instant Thank-You + Next Steps – Sends thank-you message and next-step guidance.
  17. Contact Form Reply Bot – Follows up with form submissions to guide booking.
  18. Text Message Sync – Stores all SMS conversations.
  19. Self-Booking – Allows leads to book their own appointments.
  20. General Smart Email Replies – Automatically replies to lead emails with friendly booking guidance.
2Customer Communication(12)
  1. Job Confirmation Texts – Confirms appointments and sends reminders.
  2. New Appointment Alert – Notifies managers when bookings occur.
  3. Tech-On-The-Way Alerts – Notifies customers when technicians are en route.
  4. Post-Job Thank-You – Thanks one-time customers and invites rebooking.
  5. Easy Reschedule Links – Allows customers to reschedule without calling.
  6. Feedback Message – Collects post-service feedback.
  7. Add-On Offers – Sends add-ons after quotes and alerts managers on replies.
  8. Seasonal Check-Ins – Reminds customers about periodic services.
  9. Mid-Job Satisfaction Check – Checks in before completion and alerts management.
  10. AI Rebooking Helper – Automatically follows up with past customers.
  11. Smart Holiday Workflow – Detects holiday conflicts and prompts rescheduling.
  12. Automatic Review Request – Sends review requests after completed one-time jobs.
3Reviews & Reputation(7)
  1. Easy 5-Star Link – Routes happy customers to Google and unhappy ones to private feedback.
  2. Private Feedback for Complaints – Handles unhappy customers privately.
  3. Review Alerts and Reports – Notifies managers when new reviews post.
  4. Fix 3-Star Reviews – Follows up to resolve issues.
  5. Ask for Referrals After Good Reviews – Requests referrals from satisfied customers.
  6. Sorts Reviews by Mood – Categorizes reviews by sentiment.
  7. Instant Owner Alert for Bad Reviews – Immediately alerts management.
4Scheduling & Operations(11)
  1. Smart Travel-Time Buffer Automation – Adds buffer time between appointments based on location.
  2. Auto-Assign Jobs to Techs – Assigns jobs automatically based on availability.
  3. Technician Notification – Sends SMS when new jobs are assigned.
  4. Exterior Job Weather Reschedule – Cancels and reschedules exterior jobs due to weather.
  5. Recurring Job Scheduler – Keeps recurring jobs scheduled automatically.
  6. Cancelled Job Refill – Reopens cancelled time slots.
  7. Booking Rescheduler – Handles no-shows and change requests.
  8. Time Clock Sync – Syncs clock-ins with jobs.
  9. Client On-The-Way Reminders – Alerts upcoming customers when techs are heading over.
  10. Schedule Availability Control – Prevents overbooking.
  11. Manager Scheduling Alerts – Alerts managers of conflicts.
5Technician Management(8)
  1. Morning Job List Text – Sends daily technician schedules.
  2. Live Route Updates – Notifies owners and customers of delays.
  3. Before & After Photo Upload – Captures proof of work.
  4. Clock-In & Out Alerts – Reminds missed punches.
  5. Time-Off Request System – Digital time-off approvals.
  6. Performance Tracker – Tracks jobs per technician.
  7. End-of-Day Summary for Owner – Sends nightly operations summary.
  8. Technician Accountability Logs – Tracks attendance and trends.
6Invoicing & Payments(8)
  1. Automatic Invoices – Generates invoices when jobs complete.
  2. 7-Day Payment Reminder – Friendly unpaid reminders.
  3. 14-Day Late Notice – Firmer reminders with manager alerts.
  4. Payment Receipt – Sends receipts automatically.
  5. Failed Payment Alerts – Notifies managers immediately.
  6. Auto-Charge Saved Cards – Charges recurring clients automatically.
  7. Check Deposit Tracker – Tracks manual check payments.
  8. Payment Scraper AI – Flags Venmo/Zelle/SMS payments.
7AI & Smart Systems(10)
  1. AI Chat Assistant – Handles website chats 24/7.
  2. AI SMS Assistant – Responds to texts automatically.
  3. AI Phone Assistant – Answers calls and checks availability.
  4. Smart Email Replies – Sends natural email responses.
  5. Smart Quote Acceptance – Digital quote acceptance and e-sign.
  6. AI Call Transcripts – Summarizes calls.
  7. Content AI – Generates captions and images.
  8. AI Review Replies – Writes professional review responses.
  9. Smart Upsell Suggestions – Sends add-on offers.
  10. Win-Back Engine – Re-engages inactive customers.
8Reporting, Marketing & Growth(12)
  1. Daily Lead Report – Daily activity snapshot.
  2. Weekly KPI Report – Tracks business health.
  3. Monthly Performance Report – Shows trends and growth.
  4. Business Dashboard – All key metrics in one place.
  5. Google Reviews Dashboard – Centralized review management.
  6. Referral Program – Customers bring new customers.
  7. Employee Late Detection – Tracks late clock-ins.
  8. Business QR Generator – Instant contact QR.
  9. Coupon Generator – Creates discounts.
  10. Trigger Link Tracker – Tracks link clicks.
  11. Email Marketing Launchpad – Fast email campaigns.
  12. SMS Marketing Launchpad – Fast SMS campaigns.

Schedule a call and revolutionize your business!

Cancel anytime. No long-term contracts.

FAQ

Setup & Compatibility:

Will this work with my type of business?

Yes! TaskPilot works for any service-based business that books clients and wants to automate follow-ups — from cleaning and landscaping to barbershops, HVAC, pressure washing, and more.

Do I need to be tech-savvy?

Nope — we handle the full setup. You just answer a few onboarding questions, and we build your system. No tech skills needed.

What happens after I sign up?

You’ll book a quick setup call so we can gather your info, branding, and business details. We then build your site, automations, and integrations — usually live in a few days.

What if I already have a CRM?

That’s common. TaskPilot includes everything needed to manage your office operations in one place.

If you’re currently using another system, we’ll help transition the essentials so your business keeps running without disruption. You won’t be juggling tools — we handle the setup and guide the process.

What if I don’t have a website yet?

Even better — we’ll build you a clean, mobile-friendly, high-converting site as part of your plan.

Can I use my own domain or existing website?

Yes. We can connect your current domain or forward it to your TaskPilot-powered site.

What tools or platforms do I need?

Just a business phone number and email. We provide everything else — hosting, CRM, forms, calendar, automations.

What if I’m switching from another system?

We’ll migrate the key details and recreate your automations. You won’t lose your leads or workflow.


Features & Functionality:

How does the chatbot work?

The chatbot acts like a virtual assistant — answering FAQs, giving instant quotes, booking jobs, and texting with leads.

Can it really follow up with leads automatically?

Yes. If someone doesn’t reply to a quote or message, TaskPilot keeps following up for you via email or text.

What happens with cold leads?

We keep checking in until they respond or mark them as done. You don’t have to manually chase anyone.

Can TaskPilot handle scheduling and booking?

Absolutely. Clients can book directly from your site or chat. They get confirmations, reminders, and your team gets daily routes.

Does it help get more reviews?

Yes. TaskPilot automatically requests a review after each job or appointment — no extra effort needed.

How does TaskPilot work alongside my existing team?

TaskPilot is designed to support your business operations — not disrupt them. Many owners use it to reduce overload, improve consistency, and give their team better systems to work with.

Do I need a separate calendar app?

Nope. We include a smart booking calendar that syncs with your availability and job assignments.

What types of businesses does this work best for?

Any service business that deals with leads, quotes, calendars, or technicians — cleaning, HVAC, plumbing, landscaping, barbershops, pressure washing, etc.



 Billing & Results:

How fast will I see results?

Most clients start seeing results in the first 24–72 hours.
As soon as your systems go live, leads are followed up automatically, missed calls get answered, and your business stops leaking time and money.

How much time will this save me?

Depending on your current volume, but on average, 15–25 hours per week — by automating follow-ups, admin, booking, and reminders.

Can I cancel anytime?

Yes. All plans are month-to-month. If it’s not the right fit, you can cancel any time — no questions asked.

Is there a contract or long-term commitment?

Nope. No contracts. Just results.