Project management for small teams and studios

As projects grow, work stays clear.

LumePilot connects clients, products, projects, quotes and costs, ordering and delivery, execution, settlement, returns, and aftercare. Past prices, lists, drawings, inventory, and service records stay available, so the team does not have to rebuild the story from memory, old sheets, and chat.

See how it worksView the main features

The records worth keeping stay with the project.

PRODUCT SCOPE

From clients to aftercare, work does not restart at every handoff.

Clients, products, and projects are the foundation; quotes and costs shape the decision; ordering, dispatch, and execution follow the project; settlement, reporting, returns, and aftercare use what was left earlier. Collaboration runs through it, so everyone works from the same project record.

  1. Foundation

    • Clients
    • Products
    • Projects

  2. Commercial judgment

    • Quotes & costs

  3. Execution

    • Ordering
    • Dispatch
    • Execution

  4. Results

    • Settlement
    • Reporting

  5. Continuation

    • Returns
    • Aftercare

Collaboration runs through it

Sales, project owners, commercial staff, execution teams, returns, and aftercare all work from the same project record.

  • Sales
  • Project owner
  • Commercial
  • Execution
  • Returns / aftercare

HISTORY YOU CAN REUSE

If you did it once, you should not search from zero next time.

When a familiar client asks for another quote, you should be able to see whether the product was recommended before, which code was used, and what price was quoted. LumePilot links clients, products, and project history so you can search and bring records into a new project without digging through old orders.

  1. Past prices

    See what you quoted this client for the same product before.

  2. Product records

    Keep recommendations, product codes, and the projects where a product was used.

  3. Reuse lists

    Bring recorded products into a new list instead of entering them again.

PROJECT RECORDS

Years later, the project records are still there.

Lists, quotes, purchasing, dispatch, and execution records stay with the project, along with drawings, proposals, and technical documents saved at the time. When a client comes back for aftercare years later, open the project first instead of searching old chats.

Every list can return to its saved version, so the right project record is easy to find.

COLLABORATION

What the person before you did, the next person can use.

A project is rarely finished by one person. Sales leaves the client and price details; the project owner uses the list and documents; ordering and dispatch handle materials by project; returns record product status; aftercare starts from the original project. Everyone works from the same project record instead of relying on one person to remember every detail.

Collaboration is not forwarding information to the next person. It is opening the project and knowing where to continue.

REPORTING

When a project is done, it leaves more than a total.

After settlement, review the project cost, revenue, profit, and execution. See which projects controlled cost well, where spending tends to run high, and whether the next quote needs adjusting with past data to refer to.

RETURNS INVENTORY

If it is already in stock, do not buy it again.

Returned products accumulate, and they do not all have the same status. LumePilot records the quantity, condition, and usage history of each returned product: new, opened, removed after installation, faulty, or usable after repair. When a new project or aftercare needs a product, check what is on hand before buying again.

Turn returned products back into usable inventory instead of a warehouse nobody wants to touch.

AFTERCARE

Years later, aftercare can start from the original project.

Open the project to see the service period, the drawings and list from the time, product information, purchasing, dispatch, and execution records. If a replacement is needed, check returned inventory for something usable before considering a new purchase or repair.

No need to start by asking who handled it years ago, or by searching years of chat.

PRODUCT POSITIONING

Go deeper on the project, keep the surrounding work simple.

LumePilot puts the project at the center. Clients, products, ordering, dispatch, returns, and aftercare stay at the depth a small team needs each day, linked back to the project. Small teams and studios can manage years of projects, records, and business history without maintaining a heavyweight system.