Work Pilot
All articles

Getting started

Everything you need to get Work Pilot up and running.

1. Create your account

Sign up with your email and a password. If you were invited by a teammate, click the invite link first — the signup will skip company setup and drop you straight into their company.

2. Set up your company

First-time owners are asked for a company name and trade. This becomes the account everyone else joins. One user belongs to one company.

3. Pick a plan

Free lets you try the core CRM. Pro unlocks unlimited team members, GPS attendance, payroll, and the full milestone scheduler. Team members inherit the owner's plan automatically.

4. Install on your phone

Open workpilot.ca in Safari (iPhone) or Chrome (Android) and choose Add to Home Screen. Work Pilot runs as an installed app with offline caching and push-style notifications.