WorkPilot

Welcome back

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Quick Actions

Free Plan • Quotes 0/10

Free Plan • Invoices 0/10

Your Customer Request Link

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Quotes and invoices are email-driven to notify the customer.

Live Dashboard

Recent Activity

Filter

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Add New Lead

Save a lead directly into your company CRM.

Full Name *

Phone Number

Email Address

Service Type

Status

Job Notes

Create Quote

Save a quote, email the owner and customer, and update the dashboard.

Customer Name *

Customer Phone

Customer Email *

Service Type

Quote Title *

Quote Amount *

Status

Owner Notification Email

Job Notes

Email Preferences

Email owner Email customer

Schedule Job

Save a demo job and show it immediately in Recent Activity.

Customer Name *

Customer Phone

Customer Email

Service Type

Job Title *

Status

Job Date *

Start Time

End Time

Job Address

Job Notes

Add Funnel Entry

Track a project from inquiry to closed work.

Full Name *

Phone Number

Email Address

Service Type

Stage

Job Notes

Add ROI Entry

Save ROI numbers for this company and track the value of your service.

Full Name *

Email Address

Estimated Job Value *

Projected Revenue *

Additional Leads

ROI Estimate (%)

Close Rate (Current %)

Close Rate (Improved %)

Job Notes

Send Invoice

Save an invoice, email the owner and customer, and update the dashboard.

Customer Name *

Customer Phone

Customer Email

Service Type

Invoice Title *

Invoice Amount *

Status

Due Date

Owner Notification Email

Job Notes

Email Preferences

Email owner Email customer

Business Intelligence

Live demo insights generated from the current JSON dashboard data.

Archive this item?

This removes it from your dashboard. You can restore it anytime from Filter → Archived.

This action does not delete the item. It only archives it.

WorkPilot

Welcome back

Quick Actions

Recent Activity

Incoming Customer Requests

Recent Leads

Recent Jobs

Recent Funnel

Recent Quotes Sent

Recent ROI

Recent Invoices