Features — FieldPilot

AI that works the front office

Every inbound lead is captured, scored, and prepared for the next conversation — automatically, in under a minute.

AI lead qualification

Every new lead gets a 0–100 score, a one-line summary, and 1–3 tags.

FieldPilot uses Gemini-class models to read every inbound lead — name, contact info, source, notes — and instantly rank fit and urgency for your trade. Reps see the highest-intent leads at the top of their queue, so the homeowner whose water heater is leaking gets called before the one comparing quotes for a re-pipe next quarter.

Score factors include source, urgency keywords, ticket-size match to your average job, and recency.
Auto-generated tags like 'emergency', 'price-shopper', 'commercial', 'repeat-customer'.
One-line summary so reps know what to say before they pick up the phone.
Re-score on demand from the kanban card.

AI Find-Leads

Generate trade-targeted prospect archetypes for your service area.

Tell us your trade, services, and target customer once — and Find-Leads will brainstorm realistic prospect archetypes (e.g. 'aging-roof homeowners in the Maple St cluster, 1990s shingles, after the spring storm'), drop them into your pipeline as 'new' with an AI score, and write the opening pitch for you.

Tuned to YOUR trade, services, area, average ticket, and existing lead channels.
Returns the best channel to reach each archetype (door-knocking, Nextdoor, paid Google, etc.).
Generates the opening pitch tailored to that customer's pain point.
Run it weekly to keep the top-of-funnel full when phones are quiet.

AI assistant

Streaming chat that drafts estimates, follow-ups, SMS, and email in your tone.

Open a chat from anywhere in the app and ask 'write a follow-up SMS for the Johnson AC quote' or 'turn these notes into a $1,200 install estimate.' The assistant streams responses in real time and remembers your business profile, brand voice, and pricing.

Real-time streamed responses (no waiting for the whole answer).
Knows your trade, services offered, brand tone, and pricing tier.
Multi-turn conversations saved per workspace.
Token + cost tracking transparent in the admin console.

A CRM built for service jobs

Not enterprise sales software. Built for the way HVAC, plumbing, tiling, flooring, and roofing crews actually book and run jobs.

Pipeline kanban

Drag leads through New → Contacted → Qualified → Won → Lost.

A kanban that mirrors how service jobs actually flow. Each card surfaces the AI score, summary, tags, ticket value, and quick actions — call, text, score, delete — in one click.

Five-column board: New, Contacted, Qualified, Won, Lost.
Inline status change without losing your place.
Pipeline value, won revenue, and conversion stats on the dashboard.
Filterable by source, tag, score, and date.

Voice AI receptionist

Vapi-powered AI answers your phone, books the call, and creates the lead.

Never miss another after-hours ring. The Vapi voice agent answers in a natural voice trained on your trade, asks the right qualifying questions, books a service window into your calendar, and drops a fully-formed lead into the pipeline.

Trained per-trade scripts (HVAC vs roofing vs landscaping).
Transfers urgent calls to a real person when keywords like 'leak' or 'no heat' are detected.
Multi-language support.
Available on Pro and above.

Bookings & dispatch hooks

Capture preferred windows, route to dispatch, send confirmations.

Booking-aware fields on every lead so dispatch sees the customer's preferred service window the second a job is qualified. Webhooks fire to your existing dispatch system on every status change.

Preferred-window capture on the lead form.
Two-way calendar sync via webhook (Google, Outlook, ServiceTitan-compatible).
Automatic SMS confirmation when a window is booked.

Automation, integrations & ops

FieldPilot plays nicely with the tools you already use — and the ones you'll outgrow soon.

n8n webhooks & Zapier

Trigger workflows on lead created, status changed, or AI score > 80.

Every important event in FieldPilot can fire an outbound webhook. Pipe new leads into your existing dispatch, push won jobs to QuickBooks, or chain into a 20-step n8n workflow that texts a tech and updates your CRM.

Events: lead.created, lead.updated, lead.won, lead.lost, lead.scored, booking.confirmed.
Per-workspace signing secret to verify authenticity.
Retries with exponential backoff.
Pre-built recipes for Zapier and Make.

Transactional email & SMS

Branded confirmations and follow-ups, sent from your domain.

Send branded confirmations, follow-ups, and review requests from your own domain. SMS via Twilio. AI-drafted templates per trade — you approve once, then it sends automatically.

Custom domain + DKIM/SPF setup guided.
Per-trade templates (HVAC quote, roof inspection, flooring estimate).
Bulk follow-up of stale leads in one click.
Open & click tracking.

Review engine

Auto-request Google reviews after won jobs.

When a lead hits Won, FieldPilot waits a configurable cooldown then asks the customer for a Google review via SMS or email. Five-star feedback is routed to Google; lower scores go to a private feedback form so you can fix it before it goes public.

SMS or email, cooldown configurable per trade.
Smart routing: 5★ to public, 1–4★ to private inbox.
Templates approved by Google's review-gating policies.

Open data model

Your data, exported any time, in CSV or via API.

Every lead, conversation, and AI generation is stored in your workspace and exportable. No lock-in — if you ever leave, you walk out with everything.

CSV export of leads, conversations, and AI usage.
Read API for building custom dashboards.
RLS-isolated per workspace — your data is never co-mingled.

Analytics dashboard

Pipeline value, win-rate, response time, AI token usage at a glance.

A 14-day pipeline view, AI token usage, lead volume by source, and conversion analytics — built in, no setup. Identify which lead sources actually convert before you spend another dollar on ads.

14-day lead volume + value chart.
Conversion rate by source and by rep.
AI cost tracking per workspace.
Exportable for board / investor reports.

Roles, RLS & SSO

Owner, dispatcher, tech roles with row-level security on every table.

Multi-seat workspaces with granular roles. Every table in the database enforces row-level security so a tech can never see another tech's leads. SAML SSO available on Scale.

Three default roles: owner, dispatcher, tech.
Per-table RLS — security is enforced at the database, not the app.
SAML SSO with Okta, Google, Azure AD on Scale.
Full audit log of every admin action.

Every tool your team needs, in one workspace