Skip to content
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

A workspace for every project

Bring the job into focus.

Create projects with their own client, scope, status, budget, documents and team. Move between the company-wide project list and the details of an individual job.

Company Pilot · Feature preview
Explore the workflowAM
ILLUSTRATIVE WORKSPACE

Maple House renovation

ProjectIn progress
Team3 collaborators
OverviewOpen project
Illustrative workspace · sample data

How it works

  1. 01

    Project

    Set up the client, scope and project details.

  2. 02

    Team

    Connect the people involved with the job.

  3. 03

    Overview

    Move from the company project list into its working records.

HOW IT CONNECTS

Project management

An approved decision can lead to a change order, an invoice and a client update—all connected to the project.

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.