Concierge Pilot is the all-in-one AI command center built for small businesses. Manage customers, jobs, invoices, schedules, and operations — powered by AI that actually knows your business.
Most small business owners juggle a CRM, a spreadsheet, a paper calendar, and a prayer. Concierge Pilot replaces all of it.
15+ features built specifically for field service businesses. No bolt-ons, no integrations — it just works.
Full customer database with contact info, service addresses, notes, and complete job history.
CoreCreate, assign, and track jobs through every status — from pending to paid.
CoreGenerate invoices from jobs, track payments, and see who owes you money — instantly.
FinancialManage crews with roles, availability, and PIN-based mobile login for field workers.
OperationsInteractive map view with color-coded crew routes, drive time estimates, and drag-to-reorder stops.
AI-PoweredFull inventory with check-out/check-in, serial numbers, mileage logging, and maintenance alerts.
OperationsLog expenses by category with tax-deductible flagging, job linking, and CSV export for your accountant.
FinancialAI analyzes your job history to suggest optimal pricing and identify upsell opportunities per customer.
AI-PoweredAsk plain-English questions and get real answers from your live data. "How much did I make this week?"
AI-PoweredIntelligent job dispatching that considers crew location, skills, and workload to recommend assignments.
AI-PoweredManage service contracts with renewal tracking and automatic recurring job generation.
CoreMonitors forecasts and flags jobs that need rescheduling due to rain or severe weather.
AI-PoweredRevenue, expenses, profit margins, outstanding balances, and cash flow — all in real time.
FinancialPIN-based crew login to view today's jobs, update status, and log time — no email required.
CoreExport customers, jobs, invoices, payments, expenses, and equipment to CSV for reporting.
CoreNo setup fees, no training required. Sign up and start managing your business today.
Create your account in 30 seconds. No credit card required for the free trial.
Enter your crew members, equipment, and customers. Import from CSV or start fresh.
Create jobs, assign crews, and let AI optimize your routes and dispatching.
Invoice from completed jobs, track payments, and watch your cash flow in real time.
Concierge Pilot isn't a generic chat agent — it's connected to your actual data. Ask about jobs, revenue, staff availability, overdue invoices, or anything else. Get instant, accurate answers.
See how Concierge Pilot stacks up against the tools you're currently paying for.
| Feature | Concierge Pilot | Yard Book | Jobber |
|---|---|---|---|
| Customer & Job Management | |||
| Invoicing & Payments | |||
| Route Optimization with Map | |||
| Equipment Check-In/Out Tracking | |||
| AI-Powered Dispatch | |||
| AI Business Chatbot | |||
| Smart Pricing & Upsell AI | |||
| Weather-Aware Rescheduling | |||
| PIN-Based Mobile Field App | |||
| Expense Tracking & Tax Deductions | |||
| Starting Price | $49/mo | Free (limited) | $69/mo |
No hidden fees, no per-user charges, no surprise invoices. Cancel anytime.
For solo operators getting organized
For growing crews that need AI power
For multi-crew operations at scale
Join the small businesses that switched to Concierge Pilot. Start your free 14-day trial today — no credit card required.