The whole business in one app: from quote to paid.
Built for AustraliaGST, ABN and AUD-ready
Keep XeroSync invoices and payments
Office and fieldWeb, iOS and Android apps
Support when neededLocal team and practical help
Your inbox is now your estimator
Forward a customer enquiry and ServicePilot creates an itemised draft from your own rates. Usually ready in under a minute, and never sent without your approval.
1
Forward the email
Send an enquiry to your private ServicePilot address. Attachments and photos come along too.
2
AI drafts the quote
It itemises work and prices matched lines from your catalogue, flagging anything uncertain for you.
3
Review and send
Edit what you need, then send a branded quote your customer can accept online and pay by card or bank transfer.
Forwarded email
“Hi, need an end-of-lease clean for a 3 bed 2 bath unit - kitchen, oven, bathrooms, internal windows. Can you quote?”
→
Draft quote ready for review
End-of-lease clean$420
Oven & rangehood$90
Bathroom deep clean ×2$180
Total inc GST$759
AI does the first draft. You stay in control.
ServicePilot does not decide a final price or send work to your customer. It creates a draft using your catalogue and rates, then leaves the final call with you.
1Your prices, not generic industry pricing
2Review every quote before it is sent
3Uncertain items are clearly flagged
4Edit any description, quantity or price
5Keep a record of every quote sent
One thread from first call to final invoice
No more juggling a quoting app, a calendar, a notebook and a separate invoicing tool. ServicePilot keeps every job moving in a single connected thread - so nothing slips and nothing goes unbilled.
servicepilot.com.au/jobs/2865
Quote
$1,480
Carpet clean - 3 rooms
Accepted→
Schedule
Tue 7:30a
Assigned · Liam M.
Scheduled→
Job
On site
Photos, notes and signoff
Completed→
Invoice
$1,628
Paid by card · Stripe
Paid
Inside ServicePilot
The work stays connected
Move between the schedule, job register and invoices without rebuilding the story of the job.
ScheduleServicePilot workspace
Schedule the dayAssign work, see availability and make changes from one shared calendar.
Forward an enquiry email, describe the job, or just speak it out loud - the AI drafts an itemised quote priced from your rates, ready to review and send. Customers accept and e-sign online.
Scheduling & dispatch
Drag jobs onto the calendar, assign your team, and see the day, week or month at a glance per technician.
Route optimisation
Plot the day's stops on a live map and get the most efficient driving order - powered by Google Maps.
Invoicing
Turn an accepted quote or finished job into an invoice in one tap, with GST and your ABN handled automatically.
Card & bank payments
Customers pay online by card via Stripe, or by bank transfer with your details right on the invoice. Funds settle straight to your own account - no middleman.
Xero sync
Push invoices and payments to your own Xero account. QuickBooks and Reckon One are on the way.
Automated reminders
Job reminders and follow-ups go out on a schedule you set - fewer no-shows, less chasing.
Client history
Every contact's jobs, quotes, invoices, notes and messages in one tidy timeline.
Reports & run sheets
Daily, weekly and monthly run sheets and business reports - know exactly what's booked and what's owed.
Native mobile apps
Real iOS and Android apps for your team on the tools - jobs, photos, notes and sign-off, right from their phone.
Client portal & messaging
Customers view their quotes, invoices and job history - and message you back - through their own branded portal.
Client documents
Keep contracts, permits, plans and photos attached to each client - secure, private, and always to hand.
ServicePilot is best for trade and field-service businesses. It may not suit large construction projects that need complex progress claims, enterprise asset management or detailed project accounting.
Simple pricing for growing trade businesses
One clear plan for the work from quote to paid. No feature tiers to untangle when your team needs a tool.
Connect your own accounts - your data and your money stay yours.
Xero Accounting
Stripe Payments
Google Maps Routing
QuickBooks Coming soon
Reckon One Coming soon
Connect ServicePilot to your AI chat.
Connect a supported AI chat tool to securely look up the ServicePilot information you need, without exporting spreadsheets or copying job details between systems.
ChatGPTUse connected apps where Developer Mode is available.
ClaudeClaude and Claude Code
CopilotMicrosoft Copilot Studio
Questions, answered
Will the AI send a quote without my approval?+
No. ServicePilot creates a draft using your catalogue and rates. You can edit every description, quantity and price before you decide to send it.
What if the AI cannot match an item?+
Anything uncertain is clearly flagged for review. You can add the line, choose a price from your list or adjust the quote before it reaches the customer.
Can I import my clients and price list?+
Yes. Bring clients in with CSV import and create or load the products and services you use to quote. This gives the AI the rates it needs for better drafts.
Does it work with Xero?+
Yes. Connect your own Xero account and push invoices and payments straight through. QuickBooks Online and Reckon One support are on the way.
How much does ServicePilot cost?+
ServicePilot is $39 per user per month, including GST. Every account starts with 14 days free and no credit card is required.
Is it suitable for a sole trader?+
Yes. Start with one user, then invite the team when you need to schedule more people or share job information in the field.
ServicePilot is built on SOC 2 and ISO 27001-certified infrastructure. Card payments run through Stripe, a PCI-DSS Level 1 certified provider, so we never store card numbers. Your data is encrypted in transit and at rest, and each business's records stay isolated from every other. We run security reviews and penetration testing on the platform.
SOC 2 infrastructureISO 27001 infrastructureStripe · PCI-DSS Level 1Encrypted in transit & at rest
