ServicePilot: field service software for AMC and service businesses

ServicePilot gives pest control, RO, AC, CCTV and other service businesses one place for AMC contracts, jobs, technicians, GST invoices and payments. Technicians check in, follow a checklist, add photos and take the customer's signature on their phone, so the office sees proof of every visit.

AMC renewals and repeat visitsTechnician app with photos and signatureGST invoices with SAC codes
ServicePilot field service software in use: a coordinator schedules jobs on a laptop while technicians and a service van work behind her

At a glance

What is ServicePilot?

ServicePilot is field service management software for small and mid-size service businesses that sell by contract and by call. It tracks leads, customers and sites, AMC contracts and visit schedules, dispatch to technicians, a technician app, GST billing and collections, complaints, stock and reports.

Category
Field service management (FSM) and AMC software
Industry
Field services
Made for
Pest control, RO and water purifiers, AC and appliances

How does ServicePilot field service software help an AMC business?

Recurring AMC revenue is the heart of most service businesses, and the easiest thing to lose. ServicePilot puts contracts, visits and collections on a schedule the whole office can see.

Today

  • AMC renewals and repeat visits missed because they live in a register
  • Jobs assigned at the last minute over phone calls
  • No proof of what the technician did on site
  • Cash collected by technicians that never reconciles

With ServicePilot

  • AMC contracts with visit schedules, renewals and expiry tracked automatically
  • A Dispatch Board by technician that shows leave and weekly offs before a job is assigned
  • Check-in, checklist, photos and customer signature recorded from the technician's phone
  • Cash reconciliation for what technicians collect, and complaints linked to the original job

Key features

ServicePilot field service software: key features

The 10 parts of ServicePilot that do the daily work, all sharing the same records.

Leads, surveys and quotations
Leads, site surveys, quotations, sales orders and returns with GST on every line, turned into customers in one step.
Customers, sites and assets
Each customer with every site and every installed unit, plus a merge for duplicates.
AMC contracts
Recurring contracts and plan templates with visit schedules, service-due reminders and renewals.
Dispatch Board
Day and week views by technician, an Unassigned lane, open visits technicians can take, and leave shown before assigning.
Technician app
Check-in, checklist, photos and the customer's signature on the technician's phone.
Complaints and feedback
Complaints and free re-visits tied to the original job, with ratings and comments after the visit.
GST invoicing and payments
GST and non-GST invoices with SAC codes, a GST sales register, payments against invoices and overdue follow-up.
Inventory and purchase
Parts, vendors, purchase orders, goods receipts and a stock log.
Attendance, leave and expenses
Technician attendance, leave requests and holidays that affect scheduling, plus expense claims and cash reconciliation.
Reports and day summary
Collections, revenue, receivables ageing, AMC renewals and technician performance, with a day summary for WhatsApp.

How it works

How does ServicePilot work?

  1. 1

    Set up the business

    Self-service sign-up with OTP, then an industry template with services, checklists and AMC plans.

  2. 2

    Win the customer

    A lead gets a survey and a quotation, then becomes a customer with sites and assets.

  3. 3

    Schedule the work

    An AMC contract or one-time job is scheduled and dispatched to a technician on the board.

  4. 4

    Complete on site

    The technician checks in, follows the checklist, adds photos and takes the customer's signature.

  5. 5

    Bill and renew

    The office raises the GST invoice, collects payment and sends the renewal reminder.

Who it is for

Who uses ServicePilot?

ServicePilot is built for these businesses:

  • Pest control
  • RO and water purifiers
  • AC and appliances
  • CCTV and security
  • Electrical and plumbing
  • Cleaning services
  • Lifts and elevators
  • Solar
  • Fire safety
  • IT AMC

Local rules built in

Local tax, payments and language, built in

Mobile-number first

Customers are found by their mobile number, the way service businesses already work.

WhatsApp sharing

Invoices, reminders and the end-of-day summary are shared on WhatsApp.

GST with SAC codes

GST and non-GST invoices with SAC codes, credit notes and a GST sales register.

English and Hindi

The business app works in English and Hindi, across branches.

Tax, currency, payments and language can be adapted to each market. Ask how ServicePilot fits a country's rules.

Visit the ServicePilot website

Feature pages, guides and demo requests for ServicePilot are on its own website, servicepilot.in.

Go to servicepilot.in

Frequently asked questions

ServicePilot questions, answered

ServicePilot is field service management software for AMC and service businesses, built by EZ Solutions. It covers leads, customers and sites, AMC contracts, job dispatch, a technician app, billing, complaints, stock and reports.

ServicePilot has industry templates for pest control, RO and water purifiers, AC and appliances, CCTV and security, electrical and plumbing, cleaning, lifts and elevators, solar, fire safety and IT AMC.

Each AMC contract carries its visit schedule, so service-due visits come up automatically. Renewals and expiries are tracked and reported, and the office sends renewal reminders before a contract lapses.

Yes. The technician app covers on-site work: check-in, the job checklist, photos and the customer's signature. The web app runs in a browser on a laptop, tablet or phone for the office.

Yes. ServicePilot supports several branches with a branch switcher and roles per branch, such as owner, branch manager, office staff, accountant and telecaller.

No. ServicePilot is built for small and mid-size service businesses, so it covers jobs, AMC, billing and stock without the setup weight of an ERP.

Official sources

  • GST portalGST registration and returns for the GST invoices ServicePilot raises.
  • WhatsApp BusinessBusiness messaging used for reminders, invoices and day summaries.

Areas we serve

Where is ServicePilot available?

ServicePilot runs online, so it is available wherever a business has internet. These city pages explain how it fits each city's local businesses.

Talk to EZ Solutions about ServicePilot

Tell the team about the business, and they will show how ServicePilot fits the way it already works.