Your clients
One record per client, with exchanges and documents attached. You find what was said and signed in seconds.
Know who owes you what, without waiting for month end
Your clients in a spreadsheet, your invoices in a Word template, your chasing in your head. It holds together — until the volume grows. Pilotiz chains quote, invoice and payment without re-entry, and shows your outstanding balance at any time.
- An accepted quote becomes an invoice in one click
- Continuous numbering, including on 1 January
- Reminders go out without you thinking about it
The starting point
The spreadsheet, the Word invoice and the forgotten reminder
In many Moroccan SMEs, sales admin lives in three places that do not talk to each other: a spreadsheet for clients, a Word template for invoices, the owner's memory for chasing payments.
The symptoms are always the same, and they are expensive: two invoices carry the same number, an accepted quote never gets invoiced, a client pays twice, and nobody knows what is actually outstanding before closing.
What you stop doing
- Hunting for the latest version of the client file
- Keeping invoice numbering by hand
- Discovering an accepted quote that was never invoiced
- Chasing from memory, when you happen to think of it
- Waiting for month end to learn what is overdue
What you manage
From first contact through to payment
One continuous chain, without ever entering the same information twice.
Your quotes
Sent, tracked through to acceptance, then turned into an invoice without retyping. An accepted quote no longer gets lost.
Your invoices
In dirhams, numbered with no gaps, carrying the details expected in Morocco and your own colours. You stop checking by hand.
Your engagements
The work behind each client: stages, owners, deadlines. You know where every file stands without calling anyone in.
Your collections
Payments reconciled against invoices, partial ones included. The gap between invoiced and collected stops being a mystery.
Your activity
Revenue, overdue amounts, trends by client. Figures drawn from your data, not retyped into a spreadsheet on Friday evening.
Moroccan invoicing
An invoice issued here is not a generic invoice
An invoice addressed to a Moroccan company must carry specific details and follow continuous numbering, with no gaps or duplicates. Software built for another market does not always account for that — and you find out at the audit.
Pilotiz handles it from the start: your details are entered once and carried onto every document, and numbering is kept by the software, including across financial years, where many tools restart from zero.
What you no longer have to watch
- Your company details, carried over automatically
- Numbering continuity on 1 January
- VAT and total calculations
- Credit notes linked to the invoice they correct
- The visual identity of your documents
Who it is for
The companies Pilotiz was designed for
Pilotiz is for those who invoice services or engagements — not for over-the-counter retail.
Service providers
Agencies, design offices, professional practices, consultancies: engagements followed over time, a quote and then one or more invoices.
Companies running engagements
When each client corresponds to a job or a file with stages, people involved and deadlines to meet.
Teams of 1 to 30 people
Enough activity for a spreadsheet to become a risk, not enough to absorb the cost of a large-enterprise system.
Do you arrange transport as an intermediary? Transiz is built for that exact business. Does your need fit no box at all? Look at custom builds.
Getting started
From decision to first invoice
Changing invoicing tools is the moment data gets lost. It has to be prepared.
We look at how you invoice
Your templates, your numbering, your details. Configuration starts from there, not from a standard template you would then have to work around.
We migrate your data
Your clients and the history that matters. We pick up your current numbering so continuity is preserved.
We train your team
On your own files, not on a demo dataset. Everyone leaves knowing how to do tomorrow's work.
You invoice, we stay there
Improvements arrive without any action on your side, and you reach us whenever you need to.
Frequently asked questions
Frequently asked questions about Pilotiz
Yes. Pilotiz is published by IZ WEB SERVICES, a Moroccan company based in Casablanca, from the needs of businesses here: invoicing in dirhams, the details expected in Morocco, support in French and Arabic.
Pilotiz carries your identification details onto every document and guarantees continuous numbering, including across financial years.
One caveat worth stating: compliance also depends on what you enter and on your own tax position. The software puts you in the right conditions; it does not replace your accountant.
No. Pilotiz runs in a browser, on desktop and mobile. Nothing to install on your machines, nothing to update by hand.
Yes, and you can export it at any time. We take the view that software which retains its customers by holding their data does not deserve to be used.
The price depends on the number of users and what you need. We produce a written proposal after a short conversation about your business — that is more honest than a published grid that would fit nobody.
No. Pilotiz is built for services and engagements. For in-store retail with a till and stock management it is the wrong tool, and we will tell you so rather than sell you a workaround.
We publish Pilotiz and we build custom tools: both skills sit in the same team. Depending on the scale, your requirement becomes an evolution of the product or a dedicated project. We will tell you plainly which case you are in.
Pilotiz
See Pilotiz on your own invoices
We show you the software using your invoice template and your details, not a demo dataset. You can see straight away whether it fits how you work.