Pick the plan that fits your business. No contracts. We set everything up. Cancel anytime.
For solo operators or small teams who want a professional web presence and basic automations without needing a full CRM
Includes:
Custom 1-Page Website
-A professional one-page website made for you, or we can connect your current one.
Mobile-Optimized Design
-Your website will look great and work smoothly on phones.
Branded Domain Hosting
-We’ll give you your own .com and make sure your site is always live.
Lead Capture Form
- A simple form that collects new customer info and emails it to you.
Missed-Call Text-Back
-If you miss a call, it sends a text so you don’t lose the lead.
Google Review Request Automation
-Automatically asks happy customers to leave a Google review.
Text/Email Quote Follow-Up
-Sends reminders to leads who haven’t responded to your quote.
Reminder Before Technician Arrival
-Customers get a reminder before your team shows up.
Note: Does not include full CRM dashboard access. Upgrade to Pro for smart pipelines, automated stages and AI-powered booking.
For growing businesses ready to automate sales, booking, and pipeline tracking - CRM Platform included.
Everything in Basic, plus:
CRM Access Included
-A dashboard to organize and keep track of your leads, customers, and jobs.
CRM Integration and contact syncing
-We connect everything so all your contacts stay in one place.
A smart AI assistant
-An assistant that can text customers, answer questions, and book jobs.
Instant quote generation
-Gives customers a price right away based on what they enter.
Smart booking calendars
-Lets customers pick from your available time slots to book.
Auto-confirmation messages
-Sends a message to confirm their appointment automatically.
Automated quote follow-up sequence
-Keeps reminding leads until they say yes or no.
Pipeline Stages updates
-Keeps track of where each lead is — quoted, booked, or done.
Sales tasks reminder
-Tells you who to follow up with and when.
Cold lead revival every 30-60 days
-Checks in with old leads every month or two to win them back.
Technician punch-in/punch out tracking via GPS
-See when and where your team clocks in and out.
Daily job route assignments
-We map out and send your team their jobs for the day.
Timesheet creation from calendar
-Automatically makes timecards based on jobs scheduled.
Negative review funnel - Internal support.
-Helps upset customers message you directly instead of posting a bad review.
For high-volume or multi-location service businesses that need advanced AI tools, marketing automations, and financial visibility..
Everything in Pro, plus:
Full Voice AI agent
-An AI receptionist that answers and makes calls, books jobs, and talks like a real person.
Facebook/Instagram Lead Ad Integration
-Connects your ads directly to your booking system.
Multi location SEO landing pages
-Boosts your Google ranking for multiple cities you serve.
P&L dashboard / financial reporting automation
-Shows you profits, expenses, and key numbers automatically.
Weekly performance summary to owner
-We send you a weekly email showing how your business is doing.
Live KPI dashboard (
-A real-time view of your leads, jobs, and earnings.
Sync to Quickbooks for invoicing
-Sends invoices straight to QuickBooks without extra work.
Custom logic triggers
-Set up rules like ‘Send this lead to Steve if it’s in ZIP code 60601.’
Cancel anytime. No long-term contracts.
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.
Nope — we handle the full setup. You just answer a few onboarding questions, and we build your system. No tech skills needed.
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.
No problem. We can integrate with your existing CRM, or if you need one, our Pro and Elite plans include a built-in CRM.
Even better — we’ll build you a clean, mobile-friendly, high-converting site as part of your plan.
Yes. We can connect your current domain or forward it to your TaskPilot-powered site.
Just a business phone number and email. We provide everything else — hosting, CRM, forms, calendar, automations.
We’ll migrate the key details and recreate your automations. You won’t lose your leads or workflow.
The chatbot acts like a virtual assistant — answering FAQs, giving instant quotes, booking jobs, and texting with leads.
Yes. If someone doesn’t reply to a quote or message, TaskPilot keeps following up for you via email or text.
We keep checking in until they respond or mark them as done. You don’t have to manually chase anyone.
Absolutely. Clients can book directly from your site or chat. They get confirmations, reminders, and your team gets daily routes.
Yes. TaskPilot automatically requests a review after each job or appointment — no extra effort needed.
For many users, yes. You may not need admin help once TaskPilot is running full-time.
Nope. We include a smart booking calendar that syncs with your availability and job assignments.
Any service business that deals with leads, quotes, calendars, or technicians — cleaning, landscaping, barbershops, pressure washing, etc.
We specialize in creating a wide range of content tailored to your brand's needs, including blog posts, social media content, video scripts, email newsletters, infographics, and more. Our goal is to deliver engaging and impactful content that resonates with your target audience and drives results.
On average, 15–25 hours per week — by automating follow-ups, admin, booking, and reminders.
Yes. All plans are month-to-month. If it’s not the right fit, you can cancel any time — no questions asked.
Nope. No contracts. Just results.
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