Your AI Office Manager Handles It All. From First Call to Paid Job

Forget juggling apps or chasing leads. TaskPilot runs your back office while you focus on running jobs.

First: Discovery Call

We'll learn how your business runs today and identify the bottlenecks eating your time and money.

  • Understand your workflow and tech setup

  • Share your business details to start setup

  • We build your AI system within one week

Second: We Implement Your Automations

We handle everything behind the scenes like connecting tools, building workflows, and syncing your platforms across 8 categories. See pricing for an in depth look at each.

  • Leads & Follow-up

  • Customer Communication

  • Reviews & Reputation

  • Scheduling & Operations

  • Technician Management

  • Invoicing & Payments

  • AI & Smart Systems

  • Reporting, Marketing & Growth

You Sit Back and Scale

Your AI office manager takes over the admin while you focus on running jobs and growing profits.

  • Ongoing support included

  • Cancel anytime

How TaskPilot Runs Your Business

Your AI Office Manager connects calls, quotes, schedules, follow-up, and payments into one seamless done for you system.

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Captures Every Lead

Never miss another call, text, or form submission. TaskPilot instantly responds, collects details, and adds every lead to your pipeline.

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Automates the Follow-Up

AI handles quotes, reminders, reviews, and scheduling just like a real office manager. You stay focused on the work while it keeps your pipeline alive.

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Keep It All in Sync

Appointments, payments, and reports update automatically. Your dashboard shows exactly what's happening. No spreadsheet, no chaos.

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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