Flow Pilot
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Solutions

One operating system. Built around how you actually work.

Flow Pilot ships with industry playbooks: pre-built alerts, processes and Employees that match how your operation runs on day one.

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01
Recruitment

From candidate sourced to placement made without losing one in the pipeline.

Ranked actionsEXAMPLE
01Invoice overdue · £8,400
02Deal stalled · 9 days
Pain
  • • Candidates ghosted because no one followed up
  • • Roles open past SLA with no escalation
  • • Placement fees slipping through invoicing
How Flow Pilot runs it
  • → Daily action queue for every recruiter
  • → Alerts when a candidate goes cold or a role breaches SLA
  • → Employee drafts follow-ups and reconciles placements to invoices
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02
Driving Schools

Manage instructors, learners, lessons and tests as one connected operation.

Process DiscoveryEXAMPLE
Request→Assign→Review
Repeated handoff
Owner missing → review pattern
Pain
  • • Test-ready learners not booked in time
  • • Instructor diaries drifting out of sync with bookings
  • • Refund and rebook requests lost in email
How Flow Pilot runs it
  • → Health Monitor flags test-ready learners with no test booked
  • → Auto-reconciliation between bookings, payments and instructor pay
  • → Single inbox-to-action queue for every learner request
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03
Field Service

Jobs, engineers, parts and invoices in one operating view.

Ranked actionsEXAMPLE
01Invoice overdue · £8,400
02Deal stalled · 9 days
Pain
  • • Jobs completed but not invoiced
  • • Engineers idling between jobs
  • • Parts ordered late, jobs slipping
How Flow Pilot runs it
  • → Crit alert: job complete + 7 days + no invoice
  • → Process Discovery surfaces the rework patterns
  • → AR Clerk chases unpaid invoices automatically
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04
Marketing Agencies

Retainers, deliverables, clients and margins without the spreadsheet sprawl.

Process DiscoveryEXAMPLE
Request→Assign→Review
Repeated handoff
Owner missing → review pattern
Pain
  • • Retainer hours over-served, margin disappearing
  • • Client reports built by hand every month
  • • Renewals missed because no one owned them
How Flow Pilot runs it
  • → Real-time retainer utilisation alerts
  • → Memory-driven monthly reports auto-drafted
  • → Renewals Employee opens conversations 60 days out
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05
Construction

Sites, subcontractors, variations and cash: one operating reality.

Ranked actionsEXAMPLE
01Invoice overdue · £8,400
02Deal stalled · 9 days
Pain
  • • Variations agreed verbally, never invoiced
  • • Subcontractor compliance lapsing mid-project
  • • Cash position unclear week to week
How Flow Pilot runs it
  • → Alert on variation conversations not converted to a change order
  • → Compliance Monitor for insurance, qualifications and RAMS expiry
  • → Cashflow alerts tied to certified vs invoiced vs paid
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06
Accountancy & Bookkeeping

Run the practice the way you tell your clients to run theirs.

Process DiscoveryEXAMPLE
Request→Assign→Review
Repeated handoff
Owner missing → review pattern
Pain
  • • Deadlines tracked across multiple tools
  • • WIP not invoiced for months
  • • Client requests buried in shared inboxes
How Flow Pilot runs it
  • → Deadline Monitor across VAT, PAYE, CT, Self Assessment
  • → WIP-to-invoice alerts with one-click raise
  • → Smart triage of client emails into the action queue
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Don't see your industry?

Flow Pilot is industry-agnostic at the core. Any operation with clients, jobs, money and people benefits. We'll help you stand up a playbook that fits.

Start 14-day free trial See pricing

14-day free trial · Plans from £39/mo · Cancel anytime