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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

Generate pay stubs In developmentSubcontractor DashboardEmployee Portal
Client DashboardFinancials & payments

Estimates, invoices & downloads

Keep the documents accessible.

Open the project’s shared financial documents and use available PDF/print controls to keep a copy.

Company Pilot · Feature preview
Explore the workflowAM
ILLUSTRATIVE WORKSPACE

Your financial documents

CP COMPANY PILOT

Your financial documents

Scope of work

EstimateShared
EstimateShared
Document detailsRead breakdown
CopyPDF / print
Illustrative workspace · sample data

How it works

  1. 01

    Estimate

    Open the relevant estimate or invoice.

  2. 02

    Document details

    Review its items, totals and status.

  3. 03

    Copy

    Use the available controls to keep your own copy.

HOW IT CONNECTS

Financials & payments

Shared documents and recorded receipts help company and client discuss the same financial position.

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Keep exploring

More in financials & payments

Project financial overview

Follow the financial picture.

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Payment requests & installments

See amounts, due dates and history.

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Eligible online payments

Pay supported installments through Stripe.

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Allowances & credits

See the adjustments that matter.

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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.