Shape Pilot around the way your lab works
Large labs outgrow fixed software. Track the data you need with custom fields, automate how work moves with workflows, and question all of it with deep analytics, without waiting on a vendor.
- Your own fields on every case
- Workflows for any process
- API and webhooks
Custom field · Case
Rush reason *Shown when Rush is checked
Workflow
Rush case createdPull due date in 2 days
What changes
- Track what your lab needs on every case
- Enforce the rules your team follows today by memory
- Automate the follow-ups no one should do by hand
- Answer any question from your own data
- Connect Pilot to the rest of your systems
Fields · Analytics · Workflows
Your data, your questions, your rules.
Track what matters to your lab, ask your data anything, and automate how work moves. Try each one below.
Custom fields
Track exactly what your lab needs on every case
Add your own fields to cases, right next to the standard ones, and decide how each one behaves.
- Required, unique, or hidden once the case is created
- Shown only when conditions are met, and on the customer portal if you want
- Formula fields that calculate automatically
New case · live preview
Required before the case can be saved.
Required before the case can be saved.
Analytics
Answer any question about your lab
Trends, funnels, retention, lifecycle and more over everything that happens in your lab, plus read-only SQL for the rest. Sample data below.
- Retention: do customers come back after they order?
- Lifecycle: is your customer base growing or shrinking?
- SQL: anything else, charted the way you want
Do customers reorder?
Placed an order, then placed another · weekly cohorts
| Cohort | Size | W0 | W1 | W2 | W3 | W4 | W5 | W6 | W7 |
|---|---|---|---|---|---|---|---|---|---|
| 70 | 100% | 62% | 54% | 49% | 46% | 44% | 38% | ||
| Aug 3 | 64 | 100% | 61% | 56% | 45% | 45% | 45% | 38% | 41% |
| Aug 10 | 71 | 100% | 59% | 54% | 52% | 44% | 44% | 45% | |
| Aug 17 | 58 | 100% | 66% | 52% | 50% | 50% | 41% | ||
| Aug 24 | 77 | 100% | 64% | 51% | 48% | 48% | |||
| Aug 31 | 69 | 100% | 62% | 57% | 46% | ||||
| Sep 7 | 82 | 100% | 60% | 55% | |||||
| Sep 14 | 74 | 100% | 58% | ||||||
| Sep 21 | 66 | 100% |
Share of each cohort that returned in that week. Dashed cells are periods still running; the mean leaves them out.
Workflows
Automate repetitive tasks and customize Pilot behavior
A workflow starts when something happens or on a schedule, then does the follow-up for you: email, hold, assign, wait and check again.
- Delays, waits and branches on any field
- A test run before anything goes live
- A log of every run
Also in Pilot
Fits into the rest of your business.
Connect your other systems, control who sees what, and run every location from one account.
API and webhooks
Read and write your data from your own systems, and get called the moment something changes.
Use your data in your own BI tools
Send your Pilot data to a data warehouse, or open it in Power BI, Tableau, BigQuery or Looker Studio next to the rest of your numbers.
Sign in with your company account
Your team signs in with the identity provider you already use, and custom roles decide what each person can see and do.
Run every location from one account
Running more than one lab? Manage every site from one Pilot account, with cases, customers and reports for all of them in one place.
Send emails that sound like your lab
Write your own email templates, set up emails that go out on their own, and see every message Pilot has sent to your customers.
Let AI enter your cases
Maverick reads each Rx and enters the case for you, so your team only checks the exceptions.
Make Pilot fit your lab, not the other way around.
See your own workflows and fields modeled in Pilot on a call, then decide.
- Custom fields and workflows
- Every analytics report
- Onboarding with our team
Questions
Before you decide
Something else on your mind? .
Can we see it working with our own processes?
Yes. On a call we model your own fields and workflows in Pilot, so you can see how it would work for your lab before you decide.
Can we query our data directly?
Yes. SQL insights run read-only queries on your own data inside Pilot, and you can also connect a data warehouse or Power BI, Tableau, BigQuery and Looker Studio.
Can you build something specific to our lab?
Custom development work is available, scoped separately. Most labs find custom fields, workflows and the API cover what they need first.
How does a move from our current system work?
The setup guide covers it step by step: plan the cutover, export your data, load it in order, and go live without losing a case or a balance. Our team can run it with you.