ServicePilot Job Management Platform
An AI-first job management platform for Australian trade and field-service businesses — quoting, scheduling, jobs, invoicing and payments in one app across web, iOS and Android.
Brief to priced quote
AI turns a one-line job description into an itemised, GST-ready quote priced from the business’s own rates.
End-to-end workflow
Leads, quoting, scheduling, jobs, compliance, invoicing and online payments live in one operating flow, not separate tools.
AI drafts a priced quote from a plain-English description of the job — or straight from a forwarded enquiry email — using the business’s own price list
Dispatch, route planning, recurring maintenance, inventory, purchasing, SWMS and GST invoicing in one connected flow
Native iOS and Android apps so crews run the day from the field, with online card payments and Xero sync built in
Each project here is framed around the operational or product shift it created, not just the tooling behind it.
The Challenge
Australian trade and field-service businesses run on a patchwork of paper quotes, spreadsheets, group texts and separate invoicing tools. Quoting is slow and inconsistent, jobs and schedules live in different places, and getting paid means chasing invoices after the fact. Existing job-management apps help, but quoting still means typing every line by hand, and office and field teams often work from different versions of the truth.
Our Solution
We built ServicePilot as a single AI-first operating system for a trade business. The standout is AI quoting: a user describes the job in plain English — or simply forwards the customer’s enquiry email to their ServicePilot address — and the AI drafts an itemised, GST-ready quote priced from the company’s own price list. It never invents numbers, and every line stays editable and approved by a human before it is sent. Around that sits the rest of the operation: leads and client records, a drag-and-drop dispatch and route-planning board, job management with proof-of-work photos, recurring maintenance and service-due tracking that auto-creates jobs, inventory, purchase orders and equipment registers, SWMS and compliance documents, a custom form builder, email and SMS marketing, online booking pages, a self-service client portal, GST invoicing with pay-now card links, automated invoice chasing, reporting and two-way Xero sync. Because trades quote very differently from one another, we shipped starter price books for more than 40 verticals so a new business can quote accurately on day one. The web app and native iOS and Android apps all run on one Supabase backend with row-level tenant isolation, two-factor authentication and Australian data hosting, and a remote MCP server exposes read-only business data to AI assistants with per-tenant scoping enforced from the access token rather than from tool arguments.
Outcome
ServicePilot took a trade business from scattered tools to a single app that runs the work from first enquiry to payment. AI quoting removes the slowest, most manual part of winning work; the dispatch board and mobile apps keep the field and office in sync; compliance and SWMS stop being a paper exercise; and invoicing with online payments and automated chasing closes the loop on getting paid. The platform is live on the App Store and Google Play, built on secure, Australian-hosted infrastructure with tenant isolation and two-factor sign-in.
Key Figures
40+
Trade verticals supported
From electrical and plumbing to glazing, pest control and lawn care, each with its own starter price book so quoting works on day one.
Seconds
Brief to priced quote
AI turns a one-line job description into an itemised, GST-ready quote priced from the business’s own rates.
Lead → paid
End-to-end workflow
Leads, quoting, scheduling, jobs, compliance, invoicing and online payments live in one operating flow, not separate tools.
What We Shipped
Stack
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