The Operating System for Contractors.
Manage leads, quotes, invoices, job scheduling, customer requests, contracts and business insights from one simple dashboard built for service businesses.
No signup required — explore the live WorkPilot demo.
The WorkPilot Workflow
From customer request to invoice, everything stays connected.
Request
Running a contractor business should not require six different tools.
WorkPilot brings the daily moving parts into one clean system so you can spend less time chasing paperwork and more time winning jobs.
Before WorkPilot
Customer requests are scattered across texts, email, paper notes, spreadsheets, and missed follow-ups.
With WorkPilot
Your leads, quotes, invoices, jobs, and insights live in one place with a clean dashboard built for fast action.
Everything contractors need to stay organized.
Simple enough for everyday use, powerful enough to run the front office.
CRM + Leads
Track customer requests, contact details, status, and job notes from one live dashboard.
Quotes
Create professional quotes and keep quote activity organized by customer and status.
Invoices
Send invoices, track status, and keep billing activity tied to the same customer workflow.
Contracts
Create, review, print, and manage customer contracts directly inside the WorkPilot dashboard.
Scheduling
Keep jobs organized so crews, appointments, and daily work stay easier to manage.
Funnel Pipeline
Track jobs through your sales pipeline so you can follow progress from incoming lead to completed work.
ROI + Insights
Track projected revenue, lead value, ROI, trends, and business performance from one clean dashboard.
Export PDFs
Export quotes, invoices, contracts, and customer records into clean printable PDF documents.
Customer Request Link
Share a link customers can use to request work online and feed your dashboard automatically.
Schedule the work.
Keep job details, customer info, and daily work visible so you can stay ahead of the schedule.
Know what is working.
Use the BI overlay and ROI tools to understand growth, follow-up, service demand, and where your business is headed.
Built for the truck, the field, and the office.
Contractors do not sit at a desk all day. WorkPilot is designed to help you check leads, jobs, quotes, and invoices from wherever the work happens.
Open the WorkPilot app, tap Share, then choose Add to Home Screen for the full app experience.
Simple pricing that grows with you.
Start free, then upgrade when you are ready for unlimited usage and full access.
🚀 Launch Special: Use code LAUNCH50 for 50% off your first 3 months
Free
For contractors who want to get organized and test the system.
- 10 active jobs
- 10 combined incoming and outgoing quote records per month
- 10 invoices per month
- Unlimited incoming customer requests
- Core dashboard access
- Mobile app access
- Customer request link
- PDF exports
Pro
For contractors ready to run more of the business through WorkPilot.
- Unlimited active jobs
- Unlimited quotes
- Unlimited Contracts
- Unlimited invoices
- Scheduling access
- Funnel pipeline tracking
- ROI + business insights
- Customer request link
Built by someone who understands contractor work.
WorkPilot was built around real service business needs: fast follow-up, simple customer tracking, quick quotes, invoices, scheduling, and visibility without bloated software.
It is designed to be practical, affordable, and easy to use from day one.
Ready to simplify your business?
Start with the free plan, or explore the live demo first to see how WorkPilot organizes leads, quotes, invoices, scheduling, customer requests, and business insights.