Step 1
Capture
Normalize every request into one lead record with source, SLA, and value metadata.
Unified Operations Engine
Dispatch leads into execution-ready workflows from one operating system.
FlowPilot links intake, assignment, and delivery logic in one timeline so owners and teams run the same process every day.
Prebuilt process templatesConnect forms, inbox, and calendar
Workspace: North Region Services
Live queueRoof Repair Lead - Downtown
Inbound form
Qualification
SLA: 14m
Emergency HVAC - East Side
Phone intake
Dispatch
SLA: 6m
Annual Service Plan
Referral
Proposal sent
Owner review
Lead-to-Dispatch
18m
Jobs Active
116
Capacity Used
87%
Problem to System Response
As volume increases, process quality usually drops. FlowPilot keeps it deterministic.
Where teams lose control
- Inbound demand sits across forms, calls, and inbox threads.
- Dispatch decisions depend on memory, not routing rules.
- Revenue and delivery status are reviewed in separate tools.
How the system responds
Central Intake Queue
Every source writes to one normalized lead object with owner, SLA, and priority.
Routing + Execution Rules
If/then workflows assign teams, trigger tasks, and escalate at risk states.
Shared Operating Timeline
Sales and service follow the same timeline from first contact to completed job.
Product Overview
The operating model is built into the product.
Teams do not need to remember the process. The workflow path, owner states, and escalation logic are part of the system.
Step 2
Route
Apply assignment logic based on geography, team capacity, and service type.
Step 3
Execute
Move opportunities through required stages with system-enforced handoffs and deadlines.
Step 4
Measure
Track conversion, lead response, and fulfillment throughput on one operating timeline.
Each step writes to one shared timeline, giving owners a complete operational state without switching tools.
Features
Modules are connected as one runtime workflow.
Instead of separate tools, FlowPilot runs one execution loop from intake to completion with persistent ownership.
Lead Pipeline Control
Each lead includes stage, owner, SLA, and service value with full audit history.
Module
Active
Workflow Rule Builder
Configure stage rules, required fields, and automatic next actions per service type.
Module
Active
Dispatch Assignment
Route by territory, skill, and active workload to prevent manual balancing.
Module
Active
Client Timeline
Sales and delivery events appear in one thread so handoffs stay contextual.
Module
Active
SLA Escalation Alerts
Escalate stalled items based on threshold logic, not manual monitoring.
Module
Active
Operational Reporting
Review response time, conversion rate, and throughput from live data.
Module
Active
Use Cases
Built for teams where sales and delivery must stay synchronized.
Each operating model uses the same system primitives: intake object, routing rule, owner state, and SLA.
Home Service Operators
Capture web and phone demand, route by territory, and schedule field work within SLA windows.
Lead to Dispatch to Completion
Template ready
B2B Delivery Agencies
Convert opportunities, run onboarding sequences, and track client delivery from one timeline.
Lead to Dispatch to Completion
Template ready
Multi-Location Teams
Use central routing rules while each branch executes with local capacity constraints.
Lead to Dispatch to Completion
Template ready
Operational Proof
Outcomes come from process control, not extra admin work.
Based on teams running lead intake, routing, and delivery tracking in one FlowPilot workspace for 90 days.
11m
Median first-response time
-41%
Lead-to-dispatch cycle
-58%
Manual status chasing
12h
Weekly owner planning time saved
Pricing + Activation
Pick a workspace tier, then activate your workflow model.
Every plan includes the same core data model, with deeper automation and controls as you scale.
Starter
For teams standardizing core intake and dispatch.
$49/mo
2 users - Intake + pipeline - Template workflows
Create WorkspaceGrowth
For teams running active automation and SLA controls.
$129/mo
10 users - Routing automation - SLA + performance views
Launch Guided SetupScale
For multi-location operators with custom governance.
Custom
Unlimited users - Advanced orchestration - Priority rollout support
Plan Enterprise RolloutSystem Activation
Bring your current process map. We turn it into a running workspace.
In one session, we configure intake objects, routing logic, and owner states so your team can run live without process drift.