Know exactly what to work on today.
WorkPilot reviews your business activity with smart business rules, prioritizes what matters, and helps you take action before your first customer call.
Stop wondering what to do next. Open WorkPilot and your priorities are already waiting.
Start free and know exactly what deserves your attention today.
From first customer to final payment.
Every customer follows one connected workflow. WorkPilot keeps each step organized from the first request to the final invoice.
Open WorkPilot. Know exactly what needs attention.
WorkPilot does more than store customer records. It reads your business activity through smart business rules, then gives you a daily operating view of what matters most and where to take action next.
Daily Brief
Open WorkPilot any time of day and see a personalized plan based on your real jobs, quotes, invoices, contracts, customer activity, and follow-up patterns.
Business Insight
See the most important opportunity or risk in your business, like overdue revenue, waiting quotes, unscheduled work, or follow-ups that should not slip.
Today's Focus
Dynamic priorities adapt as your business changes, so empty counters disappear and the most useful actions move to the front automatically.
WorkPilot turns activity into priorities.
Instead of making you dig through scattered records, WorkPilot uses smart business rules to evaluate quotes, invoices, jobs, contracts, customer requests, and scheduling activity.
Then it organizes your day into clear next steps, so you know what needs attention before the first call, text, or job site visit.
Why WorkPilot is different from a traditional CRM.
A normal CRM waits for you to search through records. WorkPilot turns your real business activity into daily direction.
Traditional CRM
- •Stores customer information.
- •Stores quotes and invoices.
- •Relies on you to find the problem.
- •Waits for you to decide what to do next.
WorkPilot
- ✓Understands what is happening across your business.
- ✓Finds overdue revenue, stale quotes, and unscheduled work.
- ✓Prioritizes the work that matters most.
- ✓Guides your day from first lead to final invoice.
Everything connected.
Daily priorities, leads, quotes, contracts, scheduling, invoices, ROI, and customer records all work together.
Every part of the business runs from one Command Center, so leads, quotes, jobs, contracts, invoices, revenue, ROI, and business intelligence stay connected instead of scattered across separate tools.
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.
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 to answer the question every contractor asks.
After spending years building software and working alongside contractors, I wanted something simpler. Every CRM I tried organized information, but none helped answer the question that matters most each morning:
“What should I work on today?”
That is why I built WorkPilot: a practical, affordable contractor operating system that helps turn daily business activity into clear priorities.
Ready to know what needs attention?
Start with the free plan and begin organizing leads, quotes, contracts, scheduling, invoices, customer requests, and business insights from one intuitive daily dashboard. Stop wondering what deserves your attention. Open WorkPilot.