Customer profiles
Billing and shipping addresses, contacts, terms, tax status, notes, and full history.
Quoting and invoicing for fabrication shops
Quote the work. Track the money. Keep the records clean.
Invoice Pilot handles customer profiles, quotes, invoices, deposits, payments, reporting, PDF documents, and team accountability—on its own or connected to Inventory Pilot and FabPilot.
Every company is private. Every change is attributed to a user.
Live company view
Quote → Invoice → Payment
Open receivables
$42,680
12 active invoices
Active quotes
$186,240
7 awaiting approval
Payments received
$98,450
Current period
Gross profit
$51,370
From saved job costs
What the app does
Built around the actual paperwork flow
Sortable reports
Sales, quotes, receivables, payments, tax, margin, and customer exports by date.
Controlled team access
Accounting, sales, shop, read-only, and custom permissions keep sensitive costs, profit, reports, and settings private.
Send finished documents
Email a professional PDF, download it, or print a clean quote or invoice.
Four ways to buy it
One app. The right package for each shop.
A customer can start with Invoice Pilot, add one companion module, or choose Deluxe without moving customer or billing records.
Use it by itself
Invoice Pilot — Standalone
A complete quoting, invoicing, customer, payment, and reporting system for shops that do not need the other Pitter apps.
- Quotes and invoices
- Customer profiles
- Reports and exports
- Multiple users
Add it to inventory
Inventory Pilot + Invoice Pilot
Share customers, part numbers, selling prices, and job references between inventory checkout and billing.
- Everything in Invoice Pilot
- Shared item catalog
- Checkout-to-invoice flow
- One company workspace
Add it to the full platform
FabPilot + Invoice Pilot
Move an approved quote into production and carry the job through release, work, delivery, and final billing without retyping it.
- Everything in Invoice Pilot
- Quote-to-job handoff
- Production cost connection
- Unified shop records
All three Pilot apps
Deluxe Pilot Suite
Inventory Pilot, FabPilot, and Invoice Pilot share customers and source records while each module stays focused and easy to use.
- Everything in all three apps
- One customer record
- Selective checkout-to-invoice
- Granular employee permissions