Step-by-step guides to running your trade business - quoting with AI, scheduling the team, getting paid and everything in between.
Set up your Australian trade business in ServicePilot. Add your company details, price list, first customer, and first job.
QuotingSee how ServicePilot's AI drafts a complete, priced quote from a short job description or a forwarded email. The AI uses your own price list.
SchedulingPlan every day on the dispatch board. Assign jobs to technicians, find conflicts, and keep the field team up to date.
RecurringSet up repeat work one time. ServicePilot creates each job automatically before every visit. This suits regular cleans, pest control, pool care, and HVAC service.
JobsTrack the status of every job. Run the day from your phone, take proof-of-work photos, and keep customers up to date automatically.
InventoryTrack the stock you hold. Get low-stock alerts, and record the materials you use on each job. Your real costs and margins stay accurate.
MoneySend GST-ready invoices with online card payment links. Record cash and bank payments on site, and send everything to Xero.
SMSCut no-shows with automatic SMS reminders the day before a job. Send on-my-way texts, and buy prepaid SMS credits. You get no surprise bills.
TeamInvite your team in seconds. Control exactly what technicians can see and do. Administrators run the business, and technicians run their jobs.
InsightsSee revenue collected, money outstanding, the quote pipeline, and your win rate. These are live business numbers, ready at tax time.
Quotes, jobs, scheduling and invoicing - 14 days free, no card required.