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Company Pilot
MEET YOUR CONNECTED TOOLKIT

Built around your business.

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Company DashboardCompany setup & libraries
For your company

Company setup & libraries

Set up the people, places and reusable resources behind repeatable work.

Build a reusable foundation for your company

Set up company details, people and locations, then reuse assemblies, document templates, terms, suppliers and saved plans. These libraries support repeat work; they are separate from contract signing and are not a stock-control system.

Company Pilot · Feature preview
Explore the workflowAM
ILLUSTRATIVE WORKSPACE

Company setup & libraries

Bathroom assembly6 line itemsReusable resource
Document templateEstimate layoutReusable resource
ReuseAdd to documentReusable resource
Illustrative workspace · sample data

Get to know the tools

8 ways to work
BETTER TOGETHER

Reusable company information supports each new client, document and project.

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.