Schedule the team and keep every job moving.
Turn accepted work into jobs, book appointments, assign tasks and use the work map to keep people, proof, materials and customer updates together.
4 connected areas, together on one page.
Jump to a section or scroll through the complete workflow. Each section uses a current privacy-safe desktop view from Accounting Pilot.
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.
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.
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.
Explore work with your own business records.
Invite one teammate and try the connected workflow with no payment card required.