Structure and get visibility into your operations
When a lab outgrows spreadsheets and sticky notes, the problem is visibility. Pilot schedules production for your technicians and gives your front office one inbox for every doctor, on the same case record.
- Unlimited users
- Production and support on one case record
- Set it up yourself or with our team
Production floor, right now
2 at riskWhat changes
- Know what is happening in the lab, in real time
- Spot bottlenecks before they delay a case
- Give every technician a clear queue
- Answer doctors faster, from one inbox
- Automate the admin work around every case
Work Tracking · Customer Support
Run the production floor and the front office from one place.
Technicians and the people answering doctors work from the same case record, so nobody has to ask where a case is.
Work Tracking
Build production schedules
Pilot builds the schedule from due dates, workstation capacity and who is working, and every technician sees what to work on next.
- Production schedules that run work in parallel and take technician schedules into account
- Automatic or manual work assignment
- A flexible Kanban view that breaks work down by technician, workstation, task and task status
- A technician kiosk for scanning work in and out
Customer Support
Centralized inbox for all customer communications
Email and customer portal messages land in one shared inbox, so your team answers doctors from the same place they work on cases.
- Conversations linked to cases, customers and tasks
- Flexible support SLAs
- Collaborate with teammates through internal notes
- A Messenger in the customer portal
Also in Pilot
Everything else a busier lab needs.
Billing, shipping, customer data and automations, in the same app as your production and support.
Automated billing
Statements generated and sent on your cycle, late fees applied consistently, and invoices and work tickets in your own templates.
Cut shipping costs and admin
Labels, pickups, return labels and address validation, all from the case. No separate shipping software, and no addresses typed twice.
Customer data
A customer dashboard, pre-built reports and trend reports you build yourself.
Automate administrative workflows
Upcoming payment reminders, chasing emails, automated follow-ups and any other workflow you build, triggered by an event or on a schedule.
Outsourcing
Send cases to partner labs and keep track of them: what went where, its status, and when it is due back.
Pilot in Slack
Post reports and alerts to your channels, and ask Pilot AI from Slack.
Bring structure to every part of your lab.
Schedule production, answer doctors from one inbox, and automate the admin around it, all on the same case record. Set it up yourself, or let our team do it.
- Unlimited users
- Production and support on one case record
- Self-serve setup, or our team
Questions
Before you decide
Something else on your mind? .
How does Pilot build the production schedule?
From your due dates, workstation capacity and technician schedules. Tasks that can run at the same time are scheduled in parallel, and work is assigned automatically or by a manager.
Can doctors message us from the customer portal?
Yes. The customer portal has a Messenger, and those conversations land in the same Customer Support inbox as your email, linked to the case.
Can I start with only one module?
Yes. Many labs begin with Work Tracking for production or Customer Support for the front office, and add the other later.
Will my team need training?
Pilot Academy lessons and the Pilot Setup Guide walk through each module, and email and chat support are there when you need them. If you would rather hand setup off, our team can run the onboarding.