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How-to guides and tips for getting the most out of Work Pilot.

Getting started

Add your crew, assign roles, and control who sees financials and which jobs.

Send a phone number, contact, or selected text into Work Pilot from Android or iPhone.

Capture leads, chat, move stages, and convert winners into customers.

Build quotes, send invoices, and keep every dollar tied to the right job.

Track customers, spin up jobs, and keep the full history on one profile.

See every milestone across the crew and let conflicts block bad bookings.

How approved time off blocks new milestones from being scheduled.

Unified inbox, mentions, and the notifications center.

Loop teammates into a job with a thread the client never sees.

Employees clock in with GPS; owners review geofence status and approve shifts.

Configure job-site geofences, GPS accuracy, and clock-in rules.

Set your regular hours and submit time-off requests for owner approval.

Wages, overtime, and FIFO payment allocation across shifts.

See who did what and when across the whole company.