Pilot Connect
ConnectEvery request from your website form lands in one list, with a clock showing how long each one has been waiting.
“I stop losing things.”
Operations software for small service businesses
No customer waiting.
No job stalled.
No money left behind.
REGRA Pilot puts the requests from your website, your quotes, your schedule and your invoices in one place — so nothing waits on somebody remembering it.
- A request arrivesConnectFrom the form on your own site, with the page it came from attached and a clock already running.
- You answerConnectThe clock stops when you reply. Later, the report tells you whether answering fast actually closed more.
- A quote goes outQuotesYour logo and your colour, at a private link the customer accepts with one tap from the phone.
- The invoice is paidBillingMarked paid, and tied back to where that request came from in the first place.
One connected platform
From the first hello to the customer who comes back. One system.
Most tools stop at the lead, the booking or the invoice. REGRA Pilot keeps the whole path connected — and the seams are exactly where money usually disappears.
Pilot Quotes
QuoteA quote with your logo, your colour and your line items, at a private link. The customer accepts it with one tap.
“I look like a bigger company.”
Pilot Pipeline
ConvertFrom interest to yes — and then to the next yes. Every opportunity has a next step and an owner.
“I know where everyone stopped.”
Pilot Schedule
ScheduleTime, crew and confirmation in one place. Your team records confirmations and updates appointment times.
“I can see and organize my week.”
Pilot Billing
BillQuote, invoice and payment without switching tools — and without asking three times.
“I get paid without chasing.”
Pilot Dashboard
SeeThe numbers, the charts and the short list of what needs a move today — the first screen after you sign in.
“I can see my business.”
How it works
Everything between a request and a paid invoice, on one screen.
Each screen exists because something was falling through a gap there: a request nobody answered, a quote never sent, an invoice nobody chased.
Pilot Connect
Capture everything, from everywhere
A form on your site turns every request into a record with a name, a service and a clock. Nothing lives only in somebody’s head or on one person’s phone.
Pilot Customers
Know who you are talking to
Every request lands against a person, not a row. The same phone or email never becomes two records, and the whole history — what they asked for, what you quoted, what they paid — sits on one page.
Pilot Pipeline
From interest to yes — and to the next yes
Every opportunity in a clear pipeline, with the next step defined and an owner. And when the job is done the customer doesn't become history — they move into the queue for rebooking, reviews and referrals.
Pilot Quotes
Send a quote that looks like your company
Your logo, your colour, your line items and your own payment instructions, at a private web address. The customer opens it on the phone and accepts with one tap — and the acceptance is recorded with name, date and time.
Pilot Schedule
Book it and coordinate it
Calendar, crew and customer on the same page. Record confirmations and reschedule appointments in the panel. Automatic reminders are not available yet.
Pilot Projects
Run the work after the yes
Boards, columns and cards for what happens between the signature and the last day on site. It brings your Trello boards across, so nobody starts over.
Pilot Billing
Deliver and get paid
From quote to payment without switching tools. And without the awkwardness of asking three times.
Pilot Cash flow
See what is left after the work
Every dollar in and out, month by month, with the cards and the bank balances beside it. A paid invoice lands here on its own, tied to the customer and the job it came from — so "did this job make money?" is a question you can answer.
Pilot Radar
Know what needs attention
Not another dashboard full of charts. A short list: these three customers will slip away if no one talks to them today.
1 / 9
On your website
It lives on your own website.
No new address to send people to, and nothing for them to install. Pick whichever of the three fits your site — every request lands in Connect the same way, with the page it came from attached.
A floating button
One line of code before the end of your page. A bubble sits in the corner of every page, and each request tells you which page the person was reading when they asked.
A link you can send
Your own short address. Put it on a button, in a bio, in a text message, or on a printed card. Nothing to install on the site at all.
The form inside a page
Paste it where you want it and the form appears in your own layout, growing to fit so it never shows an inner scrollbar. Works on WordPress, Wix, Squarespace and plain HTML.
On the phone
Ten seconds, three taps,
and it is on the home screen.
No App Store. No download. Nothing to install. Open the panel on your phone once and add it to the home screen — the Pilot icon lands next to your other apps.
From then on it opens like an app: full screen, no address bar, straight into your day. Same panel, same data as the computer, already signed in.
iPhone
- Open the panel in Safari
- Tap Share
- Tap Add to Home Screen
Android
- Open the panel in Chrome
- Tap the ⋮ menu
- Tap Install app
It is the panel itself wearing an icon — not a store app. It needs internet to work, and the alerts keep arriving where they already do: WhatsApp and email.
Phone
Messages
Photos
Maps
PilotNotes
Weather
Files
Who it's for
Different work. Same broken seams.
Appointment teams
Salons · aesthetics · clinics · consulting
A full calendar is only half the job. The other half is the client who never confirmed, the slot that opened up, and the person who hasn't come back in four months.
Project teams
Agencies · architecture · construction · professional services
Between the signed proposal and the final payment there are a lot of people waiting on an answer. That's where clients go cold.
Field teams
Maintenance · installation · cleaning · repair
Your crew is out on the road, the phone rings, and someone needs to know who's going, when they arrive, and whether it's been invoiced.
Pricing
One plan. Every screen, and everyone on your team.
No tiers to choose between and no charge per person. Any screen you do not want can be switched off for your account, and switching one off never deletes anything — turn it back on and your data is exactly where you left it.
REGRA Pilot
$79/ monthor $790 a year — two months freeNo charge per user. Add your whole team.
From the first request to the invoice being paid. Every screen, and everyone on your team — we do not charge per person.
- DashboardThe numbers, the charts, and the short list of what needs a move today.
- ConnectEvery request in one list, with a clock showing how long each one has waited.
- CustomersThe people behind the requests, with the history of each one — and the same phone or email never becomes two records.
- PipelineThe board from interest to yes, with the money still open in each column.
- Website formA request form that lives on your own site and drops straight into Connect.
- ReportsWhere the money comes from, how fast you answer, and what is stuck waiting for you.
- QuotesA document with your logo and your colour that the customer accepts or declines with one tap, from the phone.
- Price bookYour saved prices, so a quote is built by picking instead of typing.
- ScheduleThe week ahead: which job, who is doing it, and whether the customer confirmed.
- BillingInvoices, what has been paid, and what is overdue.
- ProjectsBoards, columns and cards for the work after the yes — and it brings your Trello boards across.
- Cash flowWhat came in and what went out each month, with cards and bank balances — and a second currency if you also earn abroad.
Prices in US dollars. No setup fee, no contract and no minimum — cancel any month you like. What your own customers pay you never passes through us and we take no share of it. Full terms in the service agreement.
What each module does
Dashboard
The numbers, the charts, and the short list of what needs a move today.
Connect
Every request in one list, with a clock showing how long each one has waited.
Customers
The people behind the requests, with the history of each one — and the same phone or email never becomes two records.
Pipeline
The board from interest to yes, with the money still open in each column.
Website form
A request form that lives on your own site and drops straight into Connect.
Reports
Where the money comes from, how fast you answer, and what is stuck waiting for you.
Quotes
A document with your logo and your colour that the customer accepts or declines with one tap, from the phone.
Price book
Your saved prices, so a quote is built by picking instead of typing.
Schedule
The week ahead: which job, who is doing it, and whether the customer confirmed.
Billing
Invoices, what has been paid, and what is overdue.
Projects
Boards, columns and cards for the work after the yes — and it brings your Trello boards across.
Cash flow
What came in and what went out each month, with cards and bank balances — and a second currency if you also earn abroad.
Questions
Straight answers.
Does anything reach my customers without me?
One thing, and only if you switch it on: an automatic acknowledgement to whoever fills in your form, with wording you write. Everything else — quotes, invoices, answers — you send yourself.
Do I have to drop the system I already use?
No, and today it could not replace them even if you wanted: it does not read your calendar or your accounting. It is the place where the work between a request and a paid invoice lives.
What does it cost?
One plan: $79 a month, or $790 a year with two months free. Every screen, no charge per user. That is the founding price and it stays locked for as long as you stay with us. No setup fee and no minimum. The monthly plan you cancel any month you like; the yearly one we refund for the months you did not use.
How far along is REGRA Pilot?
It is live and in daily use, and it is early. Twelve screens are built and working: Dashboard, Connect, Customers, Pipeline, Website form, Reports, Quotes, Price book, Schedule, Billing, Projects and Cash flow. Two are not: the AI Reply and the Automations. You are reading that here rather than finding it out after you paid.
Do I need to install anything?
No. It runs in the browser, on any device. The request form is one line of code you paste on your own site — or simply a link you can send by message, if you would rather not touch the site at all.
Does it work on a phone?
Yes. The panel adapts to the phone, and the quote your customer receives is built to be read and accepted with one tap from the phone — which is where most of them will open it.
Do my customers need an account to open a quote?
No. They get a private link, open it, and accept or decline. No account, no password, nothing to install.
The same person asks twice — do I end up with two records?
No. Before creating anyone new, Customers checks the phone and the email that are already there. The second request joins the person who already exists, so the whole history stays in one place instead of splitting in two.
Can I switch a screen off?
Yes, any month. There is one plan and it brings everything, but each screen is a switch of its own: if your business does not use one, we turn it off and it stops appearing. That hides the screen and closes the door on the server, and deletes nothing — switch it back on and your data is exactly where you left it. The price does not change either way.
What if I pay for the year and want to leave?
We refund the months you did not use. You paid for twelve, you leave in the fourth, we return the eight — no argument and no form to fill in. We ask for the year because it lets us bill you once instead of twelve times, not to trap you in a product you stopped wanting.
What language is the panel in?
The panel is in English. This site is in English, Portuguese and Spanish, and so is the support you get from us. The quote your customer receives carries the text you write, in whatever language you write it.
Talk to us
Prefer to continue on WhatsApp?
Talk on WhatsAppTalk to us
From the first conversation to the customer who comes back.
Show us how the work moves through your business in twenty minutes. If REGRA Pilot is not right for you, we will say so on the call.