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Company Pilot
MEET YOUR CONNECTED TOOLKIT

Built around your business.

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Generate pay stubs In developmentSubcontractor DashboardEmployee Portal
Company DashboardCommunication & follow-up

Company & client conversations

Keep project questions in context.

Communicate with clients through the connected company and client views. Project conversations keep the relevant work close to the discussion.

Company Pilot · Feature preview
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ILLUSTRATIVE WORKSPACE

Maple House · client conversation

Connected conversation
Company

Your update is ready.

Client

Can we discuss the finishes?

Project discussion
Illustrative workspace · sample data

How it works

  1. 01

    Company

    Keep the conversation associated with the project.

  2. 02

    Client

    Let the client respond from the connected client view.

  3. 03

    Context

    Return to the relevant work when following up.

HOW IT CONNECTS

Communication & follow-up

A message, document or ticket stays connected to the people and records behind it.

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Keep exploring

More in communication & follow-up

Internal team chat

Connect the permitted people.

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Employee issue tickets

Follow a question through to resolution.

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Notifications & follow-up reminders

See what needs attention.

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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.