Frequently Asked Questions about OfficePilot
Here you’ll find the most important answers. For an overview, our pages on quotes, invoices, and payment reminders also help.
Do I need to install anything?
No. You use OfficePilot in your browser. You can set up your account yourself for free using a guide. If you prefer, we can set it up for you for a one-time fee of CHF 25.
What if the AI writes something incorrect?
Check the text, prices, and recipient before every send. You can edit the draft yourself or ask the AI for changes. The AI can make mistakes and does not replace professional or legal review.
How secure is my data?
We use external service providers for accounts, documents, emails, payments, and AI features. AI generation also processes information from your company profile and document. Details on recipients and processing abroad are in the privacy policy.
Does OfficePilot create Swiss QR invoices?
Yes. For invoices, OfficePilot automatically generates the QR payment part from the payment details in your company profile (IBAN or QR-IBAN and address). Check these details before your first invoice.
How do I cancel a subscription?
Subscriptions renew automatically and can be cancelled in your account via the Stripe customer portal for the end of the current period. Access remains active until then. Purchased document credits do not expire.
Does OfficePilot help with unpaid invoices?
From the Standard plan, OfficePilot shows overdue invoices and creates a payment reminder at the push of a button. You review it before sending.
In which languages can I create documents?
You can create quotes, invoices, and contracts, as well as the sending email, in German, French, Italian, or English per customer.
How do I create a quote?
You sign in to OfficePilot, enter the customer details and the requested service, and get a draft that the AI drafts from your keywords and your price list. You review and complete the draft and approve it – only then is the quote sent to your customer as a PDF.
Can I create a quote online with OfficePilot?
Yes. OfficePilot runs entirely in the browser, with no installation. You can register for free and create a quote online right away.
How do I create an invoice?
Just as with a quote, you enter the customer, services, and prices. For an invoice, OfficePilot additionally checks your saved payment details and automatically generates a Swiss QR invoice once the IBAN, address, and recipient details are complete.
What has to be on a Swiss invoice?
Common requirements are the sender and recipient, a unique invoice number, the issue date, a clear description of services with quantities and prices, and the payment deadline. OfficePilot takes these details from your company profile and your line items in a structured way; the tax review remains with you or your accountant.
Can I create an invoice from a quote?
Yes. Use «In Rechnung umwandeln» (convert to invoice) on a quote or a proforma invoice. The customer, texts and line items are carried over, the invoice gets its own number and stays linked to the quote. A quote can also be copied directly as a contract and vice versa.
Can I create a quote as a PDF?
Yes. Every quote can be viewed and downloaded as a PDF with your logo at any time, regardless of whether it is sent to the customer.
What kind of businesses is OfficePilot suitable for?
OfficePilot is aimed at self-employed people, trade businesses, and small to medium Swiss businesses who regularly create quotes or invoices and want to save time doing so.
Is OfficePilot suitable for tradespeople?
Yes. Businesses such as electrical, plumbing, painting, plastering, or landscaping companies can use OfficePilot to create quotes and invoices right after the customer appointment instead of catching up in the evening.
Which documents can I create?
OfficePilot supports quotes, invoices, proforma invoices, and contracts. Depending on the plan, alerts for overdue invoices and controlled payment reminders are also available.
Does the free registration start a subscription?
No. Registration includes 2 free documents and starts neither a subscription nor a payment. A paid purchase requires a separate checkout with acceptance of the Terms of Service.