Answers without the runaround.

Autopilot is an all-in-one CRM and field service platform for home service businesses. It brings scheduling, dispatch, clients, estimates, invoices, payments, calls, texts, marketing, and reporting into one system.

Autopilot combines the daily tools many platforms split across higher plans and add-ons, without turning the software into a maze. Plans start at $49 per month, and the goal is simple: give home service owners the tools they actually use without the bloat.

Yes. Autopilot can import clients, leads, and jobs from CSV and common spreadsheet formats, with presets for platforms such as Jobber, Workiz, and Housecall Pro when available. Import customers first, then jobs, so the records match cleanly.

Autopilot is built for home service operators, including junk removal, dumpster rental, moving, cleaning, power washing, landscaping, lawn care, roofing, HVAC, plumbing, electrical, handyman, pest control, pool service, and other field service businesses.

Autopilot has three monthly plans: Run at $49, Grow at $119, and Scale at $299. Features and included team members vary by plan, so check the pricing page for the current breakdown.

Yes. Every plan starts with a free two-week trial, and no credit card is required to start. You can upgrade, downgrade, or cancel at any time.

Yes. Autopilot Support can help port an eligible number from your current provider, including services such as Google Voice. Keep the number and your old provider active until the transfer is confirmed complete. Once it is live, calls can ring in the Autopilot app or forward to another phone.

A2P 10DLC is carrier-required business verification for sending text messages from a local number. You will need matching legal business information such as your business name, EIN, address, and website. Approval often takes a few business days, but it can take two weeks or longer when information needs review.

Calls and some incoming text activity may work while registration is pending. Normal outbound texting, SMS blasts, and customized text notifications are restricted until the carriers approve your business. Start registration early if texting is important to your operation.

Yes. Autopilot supports business numbers, in-app VoIP calling, call forwarding, voicemail, call recordings, missed-call replies, call history, and tracking numbers. You can create a new number or port an eligible number you already use.

Yes. You can label numbers for your main line, website, Google Ads, yard signs, or other campaigns, then see which number a customer called. Plan limits and additional-number charges may apply.

Autopilot uses Stripe for integrated card processing. Customers can pay through an invoice link, and your team can collect payments in the field using manual card entry, Tap to Pay, or a supported Stripe card reader. Availability depends on your device and Stripe setup.

Stripe is the processor for card payments collected inside Autopilot. Square and Clover are not currently native payment options, but you can record cash, checks, and payments collected through an outside service so the job and invoice stay up to date.

Customers can receive estimates and invoices by text, email, or both. They can review and approve estimates, sign when required, download documents, pay invoices online, make partial payments where supported, and leave a tip when tipping is enabled. Approved estimates can be converted into jobs.

Yes. Autopilot gives you a public booking link to share by text, email, or social media. You can also embed the form on your website and control availability, services, required fields, minimum notice, assigned technicians, auto-confirmation, and upfront payment settings.

Not currently. Autopilot provides public booking and contact forms that can be linked or embedded in an existing website. Your website pages, design, and hosting are managed separately.

Yes. Recurring jobs can repeat weekly, every other week, monthly, quarterly, every six months, or annually. Multi-day jobs use separate scheduled workdays on the same job, so recurring and multi-day work stay clear on the calendar.

Yes. Autopilot is available on iOS and Android. Field employees can view schedules and routes, open jobs, update statuses, add photos and notes, call or message customers, create invoices and estimates, collect payments, and clock in or out. The web app is best for heavier setup and administrative work.

Yes. Autopilot uses role-based access for owners, administrators, and technicians. Roles control broad areas of the product, while some assignments control who receives calls or sees newly booked work. More customizable permission controls may depend on your plan.

Employees can receive an Autopilot login to view schedules, update jobs, collect payments, and clock in or out. Subcontractors do not receive an account login. They receive text notifications when assigned job information changes.

Yes. Autopilot can send customizable texts when a job is scheduled, updated, on the way, completed, canceled, or approaching its appointment time. Customized business texts require A2P approval and a registered sending number.

Yes. Add your Google review link to the completed-job text so customers receive it when the team finishes the work. You can also use a follow-up sequence for later reminders when one request is not enough.

Yes. You can send one-time SMS and email blasts or build automated follow-up sequences. Audiences can be filtered using clients, leads, and tags. SMS marketing requires A2P approval, an appropriate sending number, customer consent, and compliance with carrier limits.

Current integration areas include Stripe, QuickBooks, Google Calendar, Google Ads, Local Services Ads, Facebook Ads, Bing Ads, Zapier, and documented APIs and webhooks. Features and integration access vary by plan.

QuickBooks sync sends supported clients, invoices, and invoice payments from Autopilot to QuickBooks. It is a one-way sync, so Autopilot should remain the source of truth for records managed through the integration.

Yes. Each connected team member can mirror the Autopilot jobs, events, and estimates they can see into their own Google Calendar. Changes made in Autopilot update Google Calendar, but Google Calendar changes do not sync back into Autopilot. Availability depends on your plan.