One Powerful System. $888 a Month

88 Automations. One complete back office. Run your business for a fraction of a full-time employee.

No contracts. We set everything up. Cancel anytime.

TaskPilot Automates 88 Core Functions of Your Business

We don’t just remind you we run it. TaskPilot is your AI office manager that handles the boring stuff calls, texts, scheduling, follow-ups, and invoices so you can focus on the work that actually makes money. From the moment a new lead reaches out to the second their payment hits your account, TaskPilot keeps things moving automatically. No missed calls. No forgotten follow-ups. No chaos.

💡 Think of it like having a full-time office team that never takes a day off all for less than what you’d pay one hourly employee.
1 Leads & Follow-Up (20 Automations)
  • Missed-Call Recovery – If someone calls and you can’t answer, TaskPilot texts them right away, saying you’ll get back to them. No more lost leads. It’s like having a 24/7 receptionist that never misses a call.
  • Website Form to CRM – When someone fills out your contact form, it instantly adds their info to your system and starts follow-up messages.
  • Webchat Instant Reply – If someone messages your website chat, it replies in seconds — even at midnight — and helps them book.
  • Facebook & Instagram Auto-Reply – TaskPilot instantly answers messages on social media and adds those people to your follow-up list.
  • Google Message Responder – When people message your business on Google, it replies right away and helps them schedule an estimate.
  • New Lead Welcome Text – Every new lead gets a warm welcome text right after they reach out — no waiting for someone to reply.
  • Quote Follow-Up (24h + 48h) – After sending a quote, TaskPilot reminds the customer after 1 day and again after 2 days if they haven’t replied.
  • Auto-Booking for Accepted Quotes – When someone accepts your quote, TaskPilot books the job for you and sends a confirmation.
  • Revives Ignored Quotes – If someone ghosted you, TaskPilot checks back after a few days with a friendly message to see if they’re still interested.
  • Reactivates Old Leads – If a lead hasn’t replied in 30 days, it sends a personal message to try to bring them back.
  • Smart Lead Scoring – TaskPilot ranks your leads by who’s most likely to buy and shows you where to focus first.
  • Lead Source Tagging – It tracks where every lead came from — Google, Facebook, referrals — so you know what’s working.
  • Smart Pipeline Sorting – TaskPilot automatically moves each lead into the right stage (new, quoted, booked, etc.).
  • AI FAQ Responder – It answers common questions like “What’s your price?” or “Do you service my area?” without you having to type.
  • AI Auto-Call Unresponsive Leads – If someone doesn’t text back, TaskPilot can even call them for you and leave a message.
  • Instant Thank-You + Next Steps – Sends a quick “Thanks for reaching out!” message and tells them what happens next.
  • Contact Form Reply Bot – Replies automatically to form submissions with answers and a link to book.
  • Text Message Sync – Saves every text between you and clients, so you never lose track of conversations.
  • Self-Booking for Estimates – Lets new leads pick their own time for an estimate straight from your calendar.
  • AI Email Responder – Writes natural, friendly email replies that sound human and go out instantly.
2 Customer Communication (12 Automations)
  • Job Confirmation Texts – As soon as a job is booked, TaskPilot sends a text confirming the date, time, and details.
  • Reminders and ETA Texts – Sends reminders 2 days before and again when your crew is on the way.
  • Tech-On-The-Way Alerts – Texts your client when your cleaner or technician starts driving over.
  • Post-Job Thank-You – Automatically thanks the client when the job is done and invites them to rebook.
  • Easy Reschedule Links – Customers can change their appointment time themselves, without calling you.
  • Feedback Message – After the job, TaskPilot asks “How did we do?” and alerts you if something wasn’t perfect.
  • Add-On Offers – Sends little upsell suggestions like “Would you like to add interior windows this time?”
  • Seasonal Check-Ins – Reminds customers about seasonal services like spring cleaning or gutter cleaning.
  • Mid-Job Satisfaction Check – Messages customers 30 minutes before the crew finishes to make sure everything looks good before they leave.
  • AI Rebooking Helper – Notices when a client hasn’t booked lately and sends a friendly offer to get them back.
  • 90-Day Inactivity Text – Sends “It’s time for your next cleaning!” to clients who haven’t booked in a while.
  • Automatic Review Request – Sends a Google review link right after each completed job.
3 Reviews & Reputation (10 Automations)
  • Easy 5-Star Link – Sends clients a direct link to leave a Google review with just one tap.
  • Private Feedback for Complaints – If someone wasn’t happy, it gives them a private form to share feedback instead of posting online.
  • AI Review Replies – Writes nice, professional replies to every review automatically.
  • Auto-Book After Signature – When a client signs your quote, TaskPilot books the job, sends a deposit invoice, and confirms the appointment.
  • Review Alerts and Reports – You’ll get alerts for new reviews and a monthly summary showing your overall rating.
  • Fix 4-Star Reviews – Messages anyone who left 4 stars to see what went wrong and how to make it right.
  • Ask for Referrals After Good Reviews – When someone leaves a great review, TaskPilot thanks them and asks if they know anyone else who could use your service.
  • Sorts Reviews by Mood – Automatically tags reviews as positive, neutral, or negative so you can follow up faster.
  • Share Great Reviews to Social Media – Turns your best reviews into ready-to-post graphics.
  • Instant Owner Alert for Bad Reviews – Sends you a text right away if someone leaves a negative review.
4 Scheduling & Operations (10 Automations)
  • Auto-Assign Jobs to Techs – Fills openings with the right techs based on skills or area.
  • Route Optimizer – Rearranges jobs for shorter drives and better gas efficiency.
  • Weather-Check Rescheduling – If it’s going to rain, TaskPilot flags outdoor jobs, asks you to approve, and updates routes automatically.
  • Recurring Job Scheduler – Keeps weekly, biweekly, and monthly clients on autopilot.
  • Cancelled Job Refill – When a client cancels, it opens that slot and offers it to someone on your waitlist.
  • No-Show Rescheduler – If a client isn’t home, it texts them to rebook.
  • Time Clock Sync – Syncs tech clock-ins and outs with their jobs for payroll.
  • 15-Minute ETA Texts – Sends clients a “We’re 15–30 minutes away” text automatically.
  • Smart Route Adjustments – If a job finishes early or runs late, TaskPilot shifts the rest of the day’s schedule for you.
  • End-of-Day Report – AI sends you a quick summary of jobs completed, issues found, and what’s next.
5 Technician Management (8 Automations)
  • Morning Job List Text – Sends each tech their full route and job notes every morning.
  • Live Route Updates – Notifies techs right away when something changes — when technicians are out cleaning and they are running late or if a technician can’t go to the cleaning. The owner and the customers will be notified.
  • Photo Reminder – Reminds them to take before/after photos and checks photo quality.
  • Clock-In & Out Alerts – Sends reminders if someone forgets to clock in or out. It needs to show the technician schedule for that week. It needs to track how many hours they spent in 1 client. Technicians will be notified every time they have a new booking.
  • Smart Delay Alerts – If a job runs behind, TaskPilot figures out the new arrival window and messages the next client automatically.
  • Time-Off Request Form – Techs can request a day off digitally — you approve and the system updates the calendar. Once the owner approves, the calendar is updated. If an employee had scheduled cleanings, those are updated and the customer receives a notification with an offer to reschedule or skip.
  • Performance Tracker – Tracks each tech’s attendance and reviews. You can even see “Tech of the Month.”
  • End-of-Day Summary for Owner – At night, AI sends you what was done, what ran late, and what needs fixing tomorrow.
6 Invoicing & Payments (8 Automations)
  • Automatic Invoices – Sends invoices as soon as a job is marked complete.
  • 7-Day Reminder – Gently reminds customers who haven’t paid after a week.
  • 14-Day Late Notice – Sends a firmer reminder if payment still isn’t received.
  • Payment Thank-You – Says thanks and sends a receipt automatically after payment.
  • Review After Payment – After a client pays, TaskPilot asks them for a review while they’re happiest.
  • Failed Payment Retry – Tries charging again automatically and alerts you if it still fails.
  • Auto-Charge Saved Card – Bills repeat clients automatically on the due date.
  • Check Deposit Tracker – When a check is logged, TaskPilot marks the invoice paid, thanks the client, and updates your records.
7 AI & Smart Systems (11 Automations)
  • AI Chat Assistant – Chats with leads or customers 24/7 on your website or text.
  • AI Phone Assistant – Answers calls, books jobs, and answers FAQs in a friendly voice.
  • Smart Email Replies – Writes and sends clear, natural replies to client emails automatically.
  • Smart Quote Emails – Builds and sends estimates with e-sign links automatically.
  • AI Call Transcripts – Turns every phone call into a summary and follow-up list.
  • AI Review Replies – Writes personalized responses to all your reviews.
  • AI Weekly Summary – Every Friday, you get a short email showing what’s working and what needs attention.
  • Smart Upsell Suggestions – Notices buying patterns and sends “want to add this?” offers at the perfect time.
  • Win-Back Engine – Finds old customers and messages them to rebook.
  • Inbox Summary – Every day, AI sends a digest of all messages, follow-ups, and open conversations.
  • Voice Call Summaries – After each call, TaskPilot summarizes what was discussed and creates tasks for follow-up.
8 Reporting, Marketing & Growth (9 Automations)
  • Daily Lead Report – Morning summary of all new leads, quotes, and bookings.
  • Weekly KPI Report – Shows how many leads came in, how many jobs were done, and your total revenue.
  • Monthly Performance Snapshot – A simple summary of income, repeat clients, and growth trends.
  • Weekly Highlights Recap – Quick “What happened this week” summary written in plain English.
  • Missed Call Report – List of missed calls and whether they were followed up.
  • Aging Invoice Report – Tells you which invoices are overdue and how much money is still out there.
  • Business Dashboard – Real-time view of your leads, jobs, payments, and reviews in one place.
  • Smart Upsell Timing – Sends messages when customers are due for repeat services or add-ons.
  • Referral Program – When a client refers a friend, TaskPilot logs it, tracks it, and automatically sends a thank-you and reward when that friend books. You’ll never forget to thank someone again — and referrals will grow on autopilot.

Join our waiting list 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?

No problem. We can integrate with your existing CRM, or if you need one, our Pro and Elite plans include a built-in CRM.

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.

Will this replace my admin assistant?

For many users, yes. You may not need admin help once TaskPilot is running full-time.

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, 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?

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.

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