FlowPilotly
The Next-Gen CRM for Modern Squads

Stop Losing Jobs.Close More Deals via SMS.

Missed calls, slow quoting, and unpaid invoices are costing you daily revenue.

FlowPilotly automates your dispatch, quotes, and payments through SMS.

Built for field service businesses tired of chasing payments and managing jobs manually. Send authorizations, deploy dispatch routes, and accept secure payments directly via text.

Setup takes under 5 minutes. No app required.

DASHBOARD / OVERVIEW
Today
7jobs
Unpaid
$4.2k
Revenue
$18.5k
JM
Johnson Residence
1420 Oak St · HVAC
9:00 AM
AC
Apex Commercial
500 Main Ave · Plumbing
Paid
ML
Martinez Home
822 Pine Rd · Electrical
Quote Sent
TW
Westside Hardware
Commercial · Maintenance
2:30 PM

Trusted by field service businesses worldwide

SMS Dispatch

SMS-first job dispatch and technician scheduling.

💳

Secure Payments

Stripe-secured payment links with instant payouts.

📱

No App Required

Works via browser for both customers and technicians.

🔐

Airtight Security

Enterprise-grade multi-tenant database isolation.

The Process

Three steps from
lead to paid.

I

Capture Leads

Log clients in seconds. Import lists or type them in on any device.

II

Quote & Dispatch

Text quote links instantly. Approved jobs auto-schedule with instant technician alerts.

III

Collect Instantly

Send a secure Stripe checkout link via SMS. Funds hit your bank immediately.

Interactive Demo

Clickable Interactive Demo

Click through our step-by-step workflow tabs below to watch exactly how dispatch alerts, customer links, and technician portals execute in real-time.

9:41 AM
LTE100%
⚙️ Job created: Troubled HVAC compressor swap at 123 Main St. Status initialized to NEW.10:00 AM
iMessage / Text Message
Enterprise Features

Ditch Paperwork.
Unlock Real-Time Speed.

A clean, unified SaaS dashboard built specifically for plumbers, electricians, cleaners, and field squads. Scale out-of-the-box.

Zero-App Customer Friction

No customer app downloads. Clients review quotes, book dates, and pay invoices via SMS links.

Automated SMS Workflows

Send automated quotes, appointment reminders, and invoice checkouts without manual effort.

Drag & Drop Job Coordinator

Assign jobs to technicians in seconds. Job locations and details route straight to their phone.

Instant Stripe Payments

Get paid on-site with secure text links. Boost cash flow and slash unpaid invoices.

Technician Field Portals

Give crews mobile web links to check daily schedules, update job statuses, and log notes.

Airtight Multi-Tenancy Security

Secure multi-tenant database rules keep your client profiles, jobs, and financial data strictly private.

Built for
🔧 Plumbers
Electricians
❄️ HVAC
🌿 Landscapers
🧹 Cleaners
🏗️ Contractors
Success Stories

Scale Like the Pros

Hear from trade business owners who automated billing, increased cash flow, and unlocked real-time fleet coordination.

"We swapped to FlowPilotly for our service team. SMS dispatching works flawlessly across NSW, and we get paid instantly using the Stripe links. Best investment we've made."

Mike Schultz

Owner, Schultz Plumbing & Gas

Sydney, NSW 🇦🇺

"Our electricians use the mobile portals on every call. No apps for customers to download means quotes are signed in minutes rather than days. Highly recommend."

Sarah Jenkins

Founder, Apex Electrical Services

Austin, TX 🇺🇸

"Billing is completely hands-off now. The automated payment reminders follow up on outstanding invoices by text, bringing our unpaid bills to practically zero."

David Harrison

Director, Harrison & Sons Roofing

London, UK 🇬🇧

"Setting up recurring appointments and dispatching field teams via SMS has saved us hours of phone tag every week. The billing dashboard makes revenue tracking simple."

Marc-André Tremblay

Owner, Tremblay Landscaping

Toronto, ON 🇨🇦

"Excellent security and absolute client separation. We dispatch cleaners to multiple commercial sites daily, and managing our rosters is incredibly fast."

Kylie Mercer

Director, Brisbane Maid Collective

Brisbane, QLD 🇦🇺

"The rating request text sent automatically after completing jobs has exploded our Google reviews. Simple, clean, and runs entirely in the background."

Jason Vance

Owner, Vance Pest Control

Denver, CO 🇺🇸

Pricing Plans

Fair, Transparent Pricing

Choose the plan that fits your current squad size. Upgrade or downgrade anytime.

Solo

Perfect for sole operators and individual contractors.

$29/ month

or $23 / month when billed yearly (save 20%)

$276 billed once per year

  • 1 Technician
  • Unlimited Jobs
  • 100 SMS Included
  • Email Support
Most Popular

Pro

Best for growing small teams and small service companies.

$59/ month

or $47 / month when billed yearly (save 20%)

$564 billed once per year

  • Up to 5 Technicians
  • Unlimited Jobs
  • 500 SMS Included
  • Customer Portal
  • Technician Portal
  • PDF Invoices
  • Priority Email Support

Business

Designed for full-scale metropolitan service dispatchers.

$99/ month

or $79 / month when billed yearly (save 20%)

$948 billed once per year

  • Unlimited Technicians
  • Unlimited Jobs
  • 2000 SMS Included
  • Analytics Dashboard
  • Photo Uploads
  • Customer Ratings
  • Dedicated Priority Support

* SMS overages are billed transparently at just $0.03 per additional message.

🔒 Stripe Verified Secure Checkout🛡️ AES-256 Data Encryption💎 Isolated Database Architecture
Knowledge Base

Frequently Asked Questions

Have questions about our CRM SaaS for home services? We have answers.

Our platform automates your entire workflow using text messages. When you send a quote, scheduled reminder, or payment invoice, the system automatically triggers a professional SMS directly to your customer's phone containing a secure, short portal link. No manual messaging or copy-pasting is required.
No! Customers open a secure web link directly from their standard mobile browser to view interactive quotes, track their assigned technician, access Stripe payment windows, and download PDF receipts. This frictionless experience drastically increases approval and payment speeds.
You get full access to all features on the Solo plan for 14 days, no credit card required. After the trial, choose a plan or walk away — no charges, no questions asked.
Absolutely. You can add, edit, and soft-deactivate multiple technicians in your team dashboard. Assign technicians to jobs based on their active status, and dispatch custom web-portal links so they can track assigned jobs directly in the field.
Yes. You can import contacts from CSV (exported from QuickBooks, Jobber, Housecall Pro, or any other CRM). Our importer maps fields automatically and flags any issues. Pro and Business plans include a dedicated onboarding specialist to handle the migration for you.
We handle the 10DLC registration for you as part of onboarding. Your messages go through our registered brand and campaign, which means higher deliverability and no carrier filtering. All templates are pre-approved and compliant with carrier requirements. You can customize within the approved framework.
Yes. Security is our absolute priority. We use strict multi-tenant isolation, meaning your business data is separated from other tenants at the database (Firestore rules), cloud storage (Storage rules), and API route validation boundaries. Your data is strictly yours.
Yes. FlowPilotly never handles card data directly. All payments go through Stripe, which is PCI DSS Level 1 certified — the highest level of payment security available.
All quotes and invoice settlements are processed via Stripe, the gold standard in web payments. Your customers can pay with any major credit card, debit card, Apple Pay, Google Pay, or direct ACH transfers, and funds are automatically deposited into your business bank account.
No contracts, ever. Month-to-month or annual — you can cancel from your dashboard in two clicks. Annual plans include a 30-day money-back guarantee. Your data remains exportable as CSV for 90 days after cancellation, so you're never locked in.