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Company Pilot
MEET YOUR CONNECTED TOOLKIT

Built around your business.

Choose a dashboard below. Explore a category, or search every tool in one place.

1. Choose a dashboard to explore its features

My profile

Keep your client information current.

Access the client profile tools available in your company-provided dashboard. Only the information shared with that client is presented.

Company Pilot · Feature preview
Explore the workflowAM
ILLUSTRATIVE WORKSPACE

Your client profile

Your detailsClient accountSample workspace
Company relationshipShared accessSample workspace
ProjectsYour shared workSample workspace
Illustrative workspace · sample data

How it works

  1. 01

    Your details

    Open the profile tools available in your dashboard.

  2. 02

    Company relationship

    Review the information available for this relationship.

  3. 03

    Projects

    Access only the projects and records shared with you.

HOW IT CONNECTS

Communication & aftercare

A warranty claim can begin with a clear record instead of a chain of disconnected phone calls.

Explore this area
See how it fits your business.Explore Company Pilot during the free beta.

Feature availability depends on your role and company settings. Planned features and workflows in development are labeled throughout this guide.