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.

Recruitment

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

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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Driving Schools

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

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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Field Service

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

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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Marketing Agencies

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

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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Construction

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

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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Accountancy & Bookkeeping

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

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.