Who is MorrowPilot built for?+
Growing contractors and field service businesses that sell services, products, or both—and need one ERP to quote, schedule work, fulfill orders, coordinate a team, communicate with customers, invoice, and see the path from opportunity to cash.
Does MorrowPilot replace QuickBooks?+
MorrowPilot is the operating system for the work, not your tax ledger. Your accounting platform can remain the source for formal books and reporting while MorrowPilot manages the workflow that generates revenue.
Can customers approve quotes online?+
Yes. Customers can review and approve a quote from a secure link. An approved service quote can become a job, while an approved product sale can become a sales order and delivery workflow.
Can MorrowPilot manage both services and product sales?+
Yes. Your catalog can contain products and services. Service work flows into jobs, scheduling, field updates, time, and expenses; product sales flow into orders, fulfillment, delivery, and final invoicing.
What can customers see in their portal?+
The secure customer portal can bring together quotes, jobs, orders and delivery progress, invoices, selected updates, and photo evidence. Your internal operating details stay private.
What reports are included?+
Review sales pipeline, win rate, operations throughput, invoiced and collected cash, outstanding and overdue balances, top customers, and actual job profitability. Reports can be exported to CSV or printed to PDF.
What does the team manage inside MorrowPilot?+
Customers, products and services, quotes, approvals, jobs, schedules, field visits, orders, deliveries, customer updates, invoices, payments, reports, team access, and billing—connected around the same operating record.
How does team pricing work?+
Every plan includes every MorrowPilot feature. Starter includes 2 team seats at $89/month with $40 additional seats, Growth includes 5 at $189/month with $35 additional seats, and Operations includes 10 at $329/month with $29 additional seats. Customers never count as paid users.
Can I try MorrowPilot before choosing a plan?+
Yes. Create your workspace and use MorrowPilot free for 15 days. No credit card is required to start, and the guided Launchpad helps you create a customer, add a product or service, and send your first quote.
How can I see the product?+
Start a free 15-day trial and explore the complete product with your own workspace. If you need help, send our team a question below.