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Company Pilot
MEET YOUR CONNECTED TOOLKIT

Built around your business.

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Collaborators & scopes of work

Bring the right people into the job.

Connect subcontractors with project scopes, invitations and assignments. Keep scope details and related project documents available within the relevant workspace.

Company Pilot · Feature preview
Explore the workflowAM
ILLUSTRATIVE WORKSPACE

People and scopes

Electrical scope 1
InvitedMaple House
01 · Connected record
Installation scope 1
AssignedMaple House
02 · Connected record
Scope documents 1
SharedMaple House
03 · Connected record
Illustrative workspace · sample data

How it works

  1. 01

    Electrical scope

    Define the work and invite the relevant subcontractor.

  2. 02

    Installation scope

    Connect agreed work to the assigned trade partner.

  3. 03

    Scope documents

    Keep the supporting information with its scope.

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.