Schedule the team and keep every job moving.
Turn accepted work into jobs, book appointments, assign tasks, manage vehicles and service attention, prepare client reports and use Team Chat for company or direct messages, images, documents and voice notes while the work map keeps field activity visible.
7 connected areas, together on one page.
Jump to a section or scroll through the workflows and product details. Desktop images use fictional demo data.
Jobs
Create numbered job cards, assign multiple employees, manage materials and priorities, capture updates, photos and signatures, notify customers and print a complete job record.
The operational record behind every appointment
Overview and Materials tabs keep the work, team, stock context, evidence and completion history together.
What your team can do
- Assign multiple employees and use expanded job priorities.
- Work from Overview and Materials tabs with photos and signatures.
- Email customer updates, print the job card and review status history.
Team assignment
Assign multiple employees and keep responsibility visible throughout the job.
Materials and proof
Manage materials, photos, attachments, customer signatures and work updates.
Customer follow-up
Email job updates, retain notification history and print the job card.
Create the job
Capture customer, job type, expanded priority, description and team.
Schedule and work
Place the job on the calendar, manage materials and collect evidence.
Complete and follow
Capture sign-off, notify the customer and mark the job invoiced.
Appointments
Drag unscheduled jobs into 15-minute calendar slots, move bookings when plans change, filter the team and create a job directly from a new appointment.
A dedicated calendar for planned work
Appointments handles dates, times and employee assignment while the job card retains the operational detail.
What your team can do
- Drag jobs and appointments between 15-minute calendar slots.
- Filter by employee, job status or search term.
- Create a connected job while adding a new appointment.
15-minute planning
Schedule work precisely without losing the wider weekly picture.
Drag rescheduling
Move jobs and appointments to another date or time as plans change.
Job creation
Create the connected job directly while adding a new appointment.
Find the work
Search the unscheduled rail or start a new appointment.
Choose the slot
Drag or tap the date and 15-minute time, then assign employees.
Move when needed
Reschedule the appointment while keeping the job record intact.
Fleet Management
Record each vehicle’s registration, make, model, year, assigned driver and odometer, then monitor service dates, service mileage, licence expiry and current operating status from one fleet register.
Practical vehicle control for a working team
Fleet Management keeps essential vehicle details and upcoming maintenance attention visible without separating them from the people and field work they support.
What your team can do
- Review active vehicles, vehicles in maintenance and records requiring service or licence attention.
- Assign a saved driver and keep odometer, next-service kilometres and important dates together.
- Use Active, In maintenance and Inactive statuses to reflect operational availability.
Vehicle register
Maintain registration, make, model, year, notes and the assigned driver in one record.
Mileage and service
Track the current odometer and compare it with the next service date or service kilometre reading.
Licence and status alerts
See expired licences and service-due vehicles, and mark each vehicle Active, In maintenance or Inactive.
Add the vehicle
Capture the identifying details, driver, odometer and current status.
Set the reminders
Save the next service date or kilometre reading and the licence expiry date.
Review attention
Use the fleet summary and alerts to plan service work before a vehicle becomes unavailable.
Tasks
Create, assign and prioritise team tasks, connect them to customers or jobs where relevant and follow progress from planned to complete.
Practical team planning beside the work
Tasks make small actions visible without turning every internal responsibility into a full job card.
What your team can do
- Plan tasks by assignee, due date and priority.
- Follow planned, in-progress and completed status.
- Keep task progress beside jobs, appointments and the work map.
Clear ownership
Assign the right employee and keep due dates visible.
Useful priority
Separate urgent actions from normal planned work.
Progress tracking
Review planned, in-progress and completed tasks in one register.
Create the task
Capture the action, priority, due date and optional business context.
Assign and update
Give it to an employee and keep progress current.
Complete and review
Close the action and retain the team history.
Client Reports
Prepare incident, insurance, maintenance assessment, inspection and service reports, then link them to the customer, job or unfinished quote that provides the context.
Customer-facing reporting beside the work
Client Reports turns operational findings into a consistent PDF that can be saved as Draft or Final, emailed or prepared for WhatsApp sharing.
What your team can do
- Create incident, insurance, maintenance assessment, inspection and service reports.
- Link customer, job and unfinished quote context where useful.
- Produce a professional PDF and send it by email or WhatsApp.
Useful templates
Start with structured report types for common service and assessment work.
Connected context
Link the report to a customer, job or unfinished quote and reuse the relevant scope.
Professional delivery
Download the PDF, email it or prepare a WhatsApp share from the saved record.
Select the report type
Choose the customer and optionally connect a job or unfinished quote.
Complete the findings
Add subject, dates, location, detail, prepared-by and recipient information.
Save and deliver
Save as Draft or Final, then download, email or share the document.
Work Map
Bring job locations, scheduled appointments and current employee location context together so the day is easier to coordinate.
A geographic view of the working day
The map complements the job register and calendar by showing where planned and active work is happening.
What your team can do
- View scheduled jobs and current team activity together.
- Use saved job locations and configured employee location access.
- Open the connected job or appointment from the map context.
Job locations
Plot scheduled customer work from the saved job address.
Team context
See current employee activity when location access is configured.
Faster coordination
Open the related job or appointment when the map highlights an issue.
Open the map
Review scheduled work and current team activity for the selected day.
Filter the view
Focus on the employees, jobs or statuses that matter.
Open the record
Move from the map marker into the connected work detail.
Team Chat
Use the company conversation or private one-to-one chats, see who is online, search the user list and share messages, images, documents or voice notes without moving current work into personal channels.
A simple company conversation beside the work
Team Chat is designed for current coordination. Messages are retained for seven days, helping the team keep day-to-day discussion focused.
What your team can do
- Use a company-wide Everyone chat and one-to-one conversations with active users.
- Share text, images, documents and voice notes, with supported files limited to 15 MB.
- See online and offline presence, last-online information, unread counts and new-message sound alerts.
- Choose a personal chat wallpaper saved to your Accounting Pilot profile.
- Messages and attachments are retained for seven days and then deleted automatically.
Group and direct chat
Use the Everyone company conversation or open a private chat with another active user.
Files and voice notes
Share messages, images, common office documents and recorded voice notes up to the current 15 MB file limit.
Presence and alerts
Search team members, see online or last-online status and follow unread badges and notification sounds.
Short-term focus
Messages and attachments are retained for seven days, then deleted automatically.
Choose the conversation
Open Everyone or search for a team member and start a direct conversation.
Send the update
Write the message, attach an image or document, or record a voice note.
Follow notifications
Return from an unread alert, check presence and continue from the latest message.
Explore work with your own business records.
Invite one teammate and try the connected workflow with no payment card required.