Autopilot Home Services

This release brings a rebuilt calendar, a new customer portal, AI call handling, and more ways to manage work from your phone. A NEW SCHEDULING EXPERIENCE Plan jobs and estimates in the redesigned calendar. Switch views, reorder tasks in the schedule list, manage recurring work, and keep any-time tasks separate from timed appointments. Schedule times follow your company's time zone. AI RECEPTIONIST AND CALL SUMMARIES Have the AI receptionist cover missed calls, after-hours calls, or both on the business lines you choose. Set its instructions and answering hours. Review the recording, transcript, and AI summary alongside the customer's messages so your team can follow up with the details already in front of them. REDESIGNED TWO-WAY TEXTING Search your message history, filter conversations by business phone line, and browse shared photos in a swipeable gallery. Drafts and sending states make it easier to keep track of replies. Call recordings and summaries now appear in the same conversation as your texts. A PORTAL FOR YOUR CUSTOMERS Customers can sign in from their browser to review estimates, pay invoices, check appointments, and book another service. They can request a reschedule or cancellation, and your team receives the request. No customer app download needed. MORE WAYS TO QUOTE AND COLLECT PAYMENT Build Good, Better, and Best proposals with optional add-ons. Send contracts and rental agreements for an online signature. Enable card-on-file billing on completion, choose supported payment methods for customer payment pages, and see when a bank payment is pending. LIVE CREW LOCATIONS See employee locations on the map while they are clocked in and have enabled location sharing. Updated map layers and location details help you keep track of the day's work. RENTAL OPERATIONS AND DRIVER MODE Manage individual rental assets, sizes, locations, and fullness. Schedule deliveries, pickups, swaps, and dump-and-return work. Driver Mode guides drivers through the route plan, with completion checklists and optional photo prompts. Timestamped galleries keep job photos organized. Availability checks warn when scheduled rentals exceed your inventory. CUSTOM AUTOMATIONS Build rules around leads, jobs, estimates, and invoices. Choose conditions, actions, and delivery windows. Send messages, update tags, and trigger webhooks as work moves forward. MORE CONNECTIONS Connect Google Calendar, configure advertising integrations, and manage API keys, webhooks, and Zapier settings from the app. QuickBooks syncing has been reworked, and eligible businesses can connect online booking with Google. CLEARER NUMBERS AND TEAM CONTROLS The redesigned dashboard and analytics screens make upcoming jobs, sales, taxes, and tips easier to review. Custom permission roles give you more control over what each team member can view, create, edit, and delete. EASIER TO FIND, EASIER TO RECOVER Search settings and ask Wally for help finding an answer. Review sent customer emails in Email History. Recover supported deleted records from Recently Deleted. We also improved call handling, payment recording, message delivery, and scheduling reliability. Feature availability depends on your plan, add-ons, and connected services.