Platform Features

Pilotis Platform

Learn More About the Pilotis Platform

Pilotis Platform streamlines architecture practice by integrating Client Portal, Employee Portal, and Studio, enhancing connectivity and control.

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TODO

Pilotis Studio

  • Simplifies Data Consolidation: Brings together data from across your business, making it easier to analyze trends and make informed decisions.
        • Enhances Decision-Making: Offers real-time dashboards and reporting tools to help you track performance and plan ahead.
        • Supports Growth: Scales with your business, streamlining operations and enabling you to focus on strategic goals.
        • Improves Forecasting: Leverages historical data to create more accurate project estimates and resource plans.
          • Centralizes Control: One place to manage everything—from project timelines to team capacity—without the chaos of disconnected systems.
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Project Overview

Client Portal

        • Reduces Client Uncertainty: Provides real-time access to project status, documents, and timelines.
          • Minimizes Back-and-Forth: Clients can find answers and updates without needing to chase your team.
          • Improves Transparency: Builds trust by giving clients visibility into the project lifecycle.
          • Supports Flexibility: Mobile-first design means clients can stay informed on the go.
            • Customizable Access: You control what each client sees, ensuring the right balance of transparency and privacy.
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Employee Management

Employee Portal

        • Reduces Admin Overload: Automates routine tasks like time tracking and holiday booking, freeing up time for meaningful work.
          • Improves Task Visibility: Gives employees a clear view of their responsibilities, deadlines, and priorities.
          • Enhances Work-Life Balance: Makes it easy to request and manage time off, helping employees plan with confidence.
          • Boosts Accountability: Transparent time logging and task tracking encourage ownership and performance.
            • Streamlines Communication: Centralizes updates and task-related information, reducing the need for back-and-forth emails or messages.
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Oversee Teams

Team Management

Efficiently manage team activities, meetings, and communications. Optimise resource allocation and scheduling to ensure that your team are used efficiently across projects.

Comments

Comments module that is present on key system records allowing users to comment, tag, and reply to threads allowing for a centralised platform for communication.

Meetings

Meeting module allows for meetings to be recorded, agendas to be created, and meeting minutes to be generated.

Tasks

Tasks module allowing users to create, assign, and manage tasks and link them to key system record.

Employee Management

Create and manage employee records and assign work patterns and cost rates to each employee as required.

Resource Utalisation

Utalisation overview showing both forecasted and actual utilisation of your team based on time scheduled and time logged.

Resource Scheduling

Schedule projects by allocation your employee resources to stages of your jobs.

Manage Deals

Sales & Purchasing

Streamline your sales process with tools to manage enquiries, quotes, and customer relationships all in one place. Simplify your procurement process with purchase orders, RFQs, and supplier management.

Approvals

Approval workflow allows for key financial records to be approved by the relevant parties.

Purchase Orders

Create and issue supplier purchase orders.

Supplier Invoicing

Record supplier invoices and credit notes.

Supplier Quotes

View and manage received supplier quotes in order to determine best price and lead time options.

Customer Invoicing

Create and issue invoice and credit notes to your customers.

Supplier Account Management

Create and manage supplier accounts including contacts and addresses.

Enquiries

Capture and manage customer enquiries from initial customer contact to a deal being won or lost.

Quotes

Create, manage, and issue customer quotes, including the ability to issue quotes for digital signature, and convert accepted quotes to projects.

Planned Features

Upcoming Enhancements

Look forward to advanced analytics, automated billing, AI insights, and expanded integrations.

Milestones & Deliverables
Single Stream Communication
Project Templates
Project Health
Contractor Portal