SALES AUTOMATION FOR HOME SERVICES

Good leads deserve a next step.

Turn contractor inquiries into booked estimates and measurable revenue. ProfitPilot AI helps your team respond, qualify, follow up, and see what actually closes.

Made for
LandscapingRoofingHVACPlumbingPressure washing
ProfitPilotWORKSPACE PREVIEW
DEMO
LEAD INBOX

Keep good leads moving.

Illustrative website inquirySample workflow · no customer data
NEW
Service requestedRoof inspection
Service area match
Consent captured
Budget: Range shared
Suggested replyPersonalized draft
REVIEW REQUIRED

“Thanks for contacting us about a roof inspection. Do you have a preferred day for an estimate?”

Ready for your reviewEdit draft
Estimate appointmentNext step · confirm a time with the customer
PENDING
An illustrative workflow preview

From the first inquiry to a clearer picture of revenue.

Consent-aware outreach
Approval controls
Estimates kept separate from actuals
Appointment workflows

A sales system that follows through

Less inbox chasing. More clarity on what’s next.

Bring lead discovery, inquiry handling, follow-up, and revenue tracking into one contractor-focused workflow.

01 / DISCOVER

Find the right opportunities

Organize potential prospects from legally permitted sources, surface buying signals, and score fit for your services.

Service fitMatched
Service areaIn range
Duplicate checkClear

Illustrative checks · no prospect data shown

02 / RESPOND

Reply with context

Qualify service needs, location, and budget. Prepare personal follow-ups for your team to review.

Review before sendingApproval stays in your hands
03 / MEASURE

Know what turned into work

Follow leads through booked estimates and closed deals. Keep projected value distinct from verified revenue.

Estimate Verified

A calmer path to the estimate

Move each conversation forward—with a human in control.

Give incoming requests a clear next step, without sending messages or booking work behind your team’s back.

Walk through it with us
01

Catch the inquiry

Collect service, location, budget, source, and messaging preferences in one lead record.

INBOX
02

Qualify and prepare

Use your service area and criteria to shape a useful reply and a sensible follow-up.

REVIEW
03

Set up the next step

Coordinate estimate requests and keep appointment status visible to the team.

BOOKING
04

Measure what closes

Track the path from new lead to booked estimate, closed deal, and attributed revenue.

ACTUALS

BUILT FOR RESPONSIBLE FOLLOW-UP

Automation should earn trust, not spend it.

Keep permission, human review, and honest measurement at the center of your customer acquisition workflow.

Consent-led communicationUse permitted, consent-based channels and respect opt-out preferences.
Approvals that stay visibleReview outbound drafts before a campaign or follow-up is sent.
Clear revenue definitionsSee estimates separately from closed work and verified revenue.

Straightforward monthly pricing

A clear starting point for your next stage.

Pick the plan you’re interested in, then talk with our team about fit and setup.

Starter
$299/ month

Contractor-focused lead and sales automation.

  • Lead organization and qualification
  • Response and follow-up workflows
  • Estimate and revenue tracking
Select Starter
Growth
$699/ month

Contractor-focused lead and sales automation.

  • Lead organization and qualification
  • Response and follow-up workflows
  • Estimate and revenue tracking
Select Growth
Pro
$999/ month

Contractor-focused lead and sales automation.

  • Lead organization and qualification
  • Response and follow-up workflows
  • Estimate and revenue tracking
Select Pro

Monthly prices shown. Create a free workspace before continuing to hosted checkout.

Good to know

A few useful answers.

Want to talk through your workflow? We’re one email away.

profitpilot-ai-5@polsia.app
Who is ProfitPilot AI for?

ProfitPilot is built for U.S. landscaping, roofing, HVAC, plumbing, and pressure-washing businesses that want a more consistent path from inquiry to estimate.

Can ProfitPilot message a lead without approval?

Outreach is designed around consent and approval controls. Teams can review personalized drafts, and any automated communication should use permitted channels, honor opt-outs, and follow the customer’s consent settings.

How does revenue attribution work?

Keep estimates separate from closed deals, and use verified customer data when reviewing attributed revenue. Actual outcomes vary by business.

Does ProfitPilot guarantee more booked jobs?

No. ProfitPilot helps teams organize and follow up on opportunities. Your results depend on your market, offer, service capacity, and how each opportunity is handled.

BETTER FOLLOW-THROUGH STARTS HERE

Give every good inquiry
a clear next step.

Tell us about your business and the sales flow you want to improve.

Talk to ProfitPilot