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YardPilot HelpField Service Management Made Simple

Everything you need to know to run your business with YardPilot

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YardPilot dashboard showing key metrics, upcoming visits, and business overviewYardPilot dashboard showing key metrics, upcoming visits, and business overview
📊

Insights Dashboard

Track business performance with key metrics including close ratios, customer value, and revenue trends.

👤

Contacts

Manage customers, set billing defaults, track job history, and organise with tags.

📥

Work Requests

Capture website and portal enquiries, then convert them to quotes or jobs.

📝

Quotes & Estimates

Create professional quotes, use templates, and convert approved quotes to jobs automatically.

📅

Jobs & Scheduling

Schedule jobs, assign crews, optimise routes, and track visit completion in real-time.

✅

Checklists

Create reusable checklists to ensure consistent quality on every visit. Track completion by team member.

💰

Invoicing & Payments

Generate invoices, accept payments, and sync with Xero for seamless accounting.

💬

Communication

Send branded emails and SMS to clients. Track delivery, manage credits, and get a dedicated number.

⚡

Automations

Automate reminders, follow-ups, and notifications. Save time while improving client experience.

📣

Marketing Campaigns

Create multi-step email and SMS sequences to nurture leads and retain customers.

📋

Tasks

Track maintenance, inspections, and internal work that is not a customer job.

👥

Team Management

Add team members, set permissions, track time, and manage leave.

🚜

Equipment

Track vehicles, trailers, and tools. Get reminders for registration renewals and manage maintenance.

🔔

Notifications

Stay informed with real-time alerts for work requests, quote approvals, payments, and more.

🌐

Client Portal

Give your clients a branded portal to approve quotes, pay invoices, and request work.

📱

Mobile App

Install the PWA for the full CRM on a phone. The native app covers schedule, jobs, visits, and billing screens.

🗺️

Service Areas

Define geographical zones to organise work by location with colour-coded schedule views.

💳

Billing & Subscription

Manage your plan, view invoices, and configure SMS add-ons.

Field Service Management for Australian Businesses

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