The full job record
Service line items, schedules, people, payments, and linked costs stay together.
Job economics
12 / 17Follow every job to collected cash.
Review synced jobs by month or status, assign crews and territories, then open one job for line items, schedules, payments, linked expenses, receipts, and invoice actions.
01Status and month filtering
02Crew and territory attribution
03Line items, schedules, and payments
Built into the operation
Everything you need for this part of the books.
Built from the actual Autopilot Books workflow—not a future roadmap or a generic accounting checklist.
- 01Status and month filtering
- 02Crew and territory attribution
- 03Line items, schedules, and payments
- 04Job-linked expenses and receipts
From signal to action
How it fits into the workday
Three steps, in the order an operator actually uses them.
- 1
Sync the operational record
Books receives job totals, tips, status, client, schedule, crew, and payment data.
- 2
Attribute the work
Confirm the crew and territory responsible for the job.
- 3
Review the economics
Open the job and inspect every source detail and expense in one place.
Decision-grade detail
Built for review, not cleanup.
The useful detail stays close to the decision, with exceptions visible and source context intact.
Payment integrity
Failed, refunded, canceled, and voided payments remain visible but never inflate collected income.
A direct invoice path
Open an existing Autopilot invoice or move to the right place to create one.
Free during early access