Contractor CRM—from request to payment.
Customer submits their project.
Details and follow-up are captured.
Pricing is created and emailed.
Approved work is scheduled.
Final charges are sent.
Payment and history are recorded.
WorkPilot knows what’s next.
Keep every job moving forward.
Website & Request Form
Get a business website that captures new customer requests and sends email notifications.
Leads & Customer History
Keep contact details, requests, notes, jobs, documents, and activity together from the first conversation.
Jobs & Scheduling
Schedule work, organize job details, and keep upcoming assignments visible to the team.
Quotes, Contracts & Invoices
Create, email, and track customer documents from the first quote through final payment.
Crew Time & Payroll
Connect crew assignments, time records, and payroll reporting to the jobs where work happens.
Business Intelligence & ROI
Understand revenue, follow-up performance, service demand, and where your business is growing.
Run the day from wherever the work takes you.
See the week, know today’s priority, and take action on every job—right from your phone.
- Weekly job scheduleSee upcoming work and daily time slots at a glance.
- Today’s MissionKnow the single most important action to take next.
- One-tap job actionsReview active crew, call customers, or get directions immediately.
Built around real workdays.
“Before I head to a fencing job, I can confirm it’s ready and check the latest notes on tools and materials.”
“When a customer calls, I can pull up their history right away and make a decision without digging through old notes.”
“Today’s Mission shows me what’s finished and what still needs attention, so I know where to start.”
Simple pricing that grows with you.
Free
For contractors who want to get organized and test the system.
- 5 active jobs
- 5 quotes per month
- 5 invoices per month
- Unlimited incoming customer requests
- Free business website + request form
- Core dashboard + smart daily priorities
- Mobile app access
- Contracts and payroll available with Pro
Pro
For contractors ready to run more of the business through WorkPilot.
- Everything in Free
- Unlimited active jobs
- Unlimited quotes
- Unlimited contracts
- Unlimited invoices
- Payroll + crew time tracking
- Email quotes, contracts, and invoices
- ROI + business insights
Frequently asked questions.
Everything you need to know before getting started with WorkPilot.
What is WorkPilot?
WorkPilot is contractor CRM and job management software that connects customer requests, leads, jobs, scheduling, quotes, contracts, invoices, payroll, and business insights in one system.
Who is WorkPilot built for?
WorkPilot is designed for contractors and service businesses that need a simpler way to manage customers, organize work, schedule jobs, send documents, and keep every project moving toward payment.
What is included with the WorkPilot Free plan?
The Free plan includes up to 5 active jobs, 5 quotes per month, and 5 invoices per month. It also includes unlimited incoming customer requests, a free business website and request form, the core dashboard with smart daily priorities, and mobile app access. Contracts and payroll are available with WorkPilot Pro.
Does WorkPilot include a free business website?
Yes. WorkPilot includes a free business website with a customer request form. Add your company information, services, photos, and contact details inside WorkPilot, and they automatically populate your website. If you already have a website, you can link it directly to your WorkPilot customer request form so customers can submit project details online.
Can WorkPilot create quotes, contracts, and invoices?
Yes. WorkPilot helps you create, send, and track quotes, contracts, and invoices while keeping every document connected to the correct customer and job. Contracts are available with WorkPilot Pro.
Can I use WorkPilot on my phone?
Yes. WorkPilot works on mobile devices, so you can review your schedule, see daily priorities, contact customers, get directions, and manage job activity while you are in the field.
