01
Enquiry
Work arrives against a client and a site — not a floating name in an inbox.
Clients · SitesField service ops for regulated trades
Run the job.Prove the work.Own the contract.
The platform for contractors whose work has to stand up to inspection. Certificates, PPM contracts, job costing and stock — included, not sold back to you as add-ons.
45-minute walkthrough with your own job data. No card, no obligation — we'll only use your email to arrange the demo.
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- Certificate families, native to the licence
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- Modules included — no per-user add-on fees
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- Thread from quote to certificate to invoice
EICRMinor WorksEmergency LightingFire AlarmPAT TestingFire ExtinguisherFire Risk AssessmentFire Door SurveyPPM ContractsDrain Survey
02 — The platform
One licence.
The whole operation.
Most field service platforms sell you a scheduler and then charge again for everything that makes the schedule worth running. WorkPilot ships the operational depth in the box — because a contractor with a certificate obligation does not have an optional relationship with compliance.
Compliance certificates
Six regulated certificate families with their own schemas, validation and branded print layouts. Circuit schedules calculate. Inspection items come pre-loaded.
- EICR & minor works
- Emergency lighting
- Fire alarm & extinguisher
- PAT testing
EICR · BS 7671
Condition Report — Unit 4
SATISFACTORY24 CIRCUITS
Site reports & surveys
Fire risk assessments, fire-door surveys and drain reports from configurable templates — so every engineer files the same shape of report.
PPM contracts
Maintenance agreements that generate their own jobs, carry task history and flag their own renewals.
42 days
Next visit auto-raised
Job costing
Labour, materials and allocated overhead against billed value. Margin visible before the job closes.
32% margin
Before the job closes
Price books
Central rate cards with labour bands and customer-specific pricing flowing into every quote.
Labour — Grade A£85/h
Labour — Apprentice£42/h
Stock & tools
Stock ledger, part kits placed on jobs, and calibrated tooling assigned to named officers.
Van stock · kit K-1268%
Docu Center
Folder-level access control over job packs, O&M manuals and certificates, plus a client-facing portal.
ClientOfficeEngineer
Scheduling & diary
Dispatch board, engineer diaries, timesheets and leave in one view of the week.
M
T
W
T
F
S
S
Week 34 · 12 visits dispatched
03 — The differentiator
A certification engine,
not a form builder.
Anyone can give you a custom form and call the PDF a certificate. WorkPilot models each regulated document as its own thing — with the fields that document legally requires, the validation that stops an engineer submitting it half-finished, and a print layout that looks like the certificate it is meant to be.
Purpose-built schemas
Each certificate family carries its own field set and validation rules.
Circuits that calculate
Live circuit grid with quick-add templates and derived results.
Preset inspection items
Schedule libraries load per document type, editable per job.
Filed on issue
The certificate lands in Docu Center against the site automatically.
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Certificate families
0
Circuits on this schedule
0%
Validated before submit
Electrical Installation Condition Report
Northgate Retail Park — Unit 4
| Ckt | Description | mm² | Zs Ω | IR MΩ | |
|---|---|---|---|---|---|
| 1 | Lighting — Ground floor | 1.5 | 0.42 | > 299 | PASS |
| 2 | Ring final — Reception | 2.5 | 0.31 | > 299 | PASS |
| 3 | Ring final — Workshop | 2.5 | 0.38 | 1.2 | C2 |
| 4 | Immersion heater | 2.5 | 0.29 | > 299 | PASS |
| 5 | Emergency lighting | 1.5 | 0.44 | > 299 | PASS |
1 observation coded C2 — cannot be marked satisfactory until resolved.
Validation blocks submit04 — The lifecycle
Seven stages. One thread.
No re-keying between systems, no certificate living in someone's email, no invoice raised from a photograph of a job sheet.
02
Quotation
Built from the price book with that account's negotiated labour rates already applied.
Price books03
Schedule
Dropped onto the dispatch board against an engineer with the right ticket and free diary.
Diary · Leave04
Attend
The engineer works the job on their phone — photos, readings and time captured on site.
Mobile app05
Certify
The regulated document is completed, validated, branded and filed against the site.
Certificates06
Invoice
Billed from the same thread, with true cost and allocated overhead sitting behind it.
Job costing07
Renew
The PPM contract raises the next visit and flags its own renewal before it lapses.
PPM contractsScroll the rail
05 — Head to head
What you'd be paying extra for
somewhere else.
We put WorkPilot against Commusoft and ServiceM8 across 24 capabilities where the difference is not whether the feature exists — but whether you have to buy it again.
Open the full matrix| Capability | WorkPilot | Commusoft | ServiceM8 |
|---|---|---|---|
| Regulated compliance certificates | Included | Higher tier | Add-on |
| PPM contracts with auto-generated jobs | Included | Higher tier | Add-on |
| Job costing & overhead allocation | Included | Higher tier | Paid tier |
| Price books & labour rates | Included | Included | Not available |
| Tool assignment per officer | Included | Not available | Not available |
| Folder-level document access control | Included | Not available | Not available |
Six of 24 rows shown. See all of them →
The scheduler was never the hard part. The hard part is proving, two years later, that the job was done properly — and finding the document that says so.
Operations Director
Commercial electrical contractor · 34 engineers
Book a demo
Bring your messiest certificate.
Forty-five minutes, your own job data, and an honest answer about whether WorkPilot fits how you actually work. No implementation project quoted at you on the call.
- No card required
- Your data, migrated
- Cancel any time