Run your entire notary business from one simple app
Clients, appointments, invoices, payments and tasks together in one workspace that works the same on iPhone, Android and web.
Today's appointments
4 on the calendar
- 9:00 Marcus Bell Loan signing Confirmed
- 11:30 Priya Raman Remote online session Confirmed
- 1:00 Dolores Whitfield Power of attorney On the way
- 3:15 Tran & Okafor LLC Business documents Pending
Invoice
$150.00
Marcus Bell · Loan signing
Appointments and tasks
Open the app and see your day
Every signing, the address, the fee and what still needs doing before you leave the house. Between appointments, it fits in one hand.
Before 2:00 PM
- Print and review loan package
- Confirm ID type with Priya Raman
- Refill stamp ink pad
Clients
Remember every client without a spreadsheet
Contact details, past signings and your own notes live on one record. Search a name and it is all there.
Marcus Bell
Loan signing · last seen 03/24/2026
Priya Raman
Remote session · note: prefers evenings
Ana Souza
Loan signing · returning client
Invoices and payments
Know who has paid and who has not
Create an invoice from the appointment, take payment, and see paid and unpaid at a glance.
Marcus Bell
Dolores Whitfield
Tran & Okafor LLC
Stop stitching five tools together
The old way
- A spreadsheet for clients
- Texts and a paper calendar for appointments
- A separate app to send invoices
- Another one to take payment
- Sticky notes for what is left to do
With Notary Pilot
- One client record with notes and history
- One calendar of today and the week
- Invoices made from the appointment
- Payments next to the invoice
- A task list beside your schedule
From first signing to paid invoice
The same app on iPhone, Android and web, so the work follows you.
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Create your account
Sign up with your email and a password. Nothing to install on the web.
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Add clients and book appointments
Put each signing on the calendar with the address and your fee.
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Work from your phone
Check the day, tick off tasks and see client notes between appointments.
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Invoice and get paid
Send the invoice, take payment and watch the status change to paid.
Pricing
$55/month
One plan. Everything in one workspace, no tiers to compare.
- Clients with contact details and notes
- Appointments and a daily schedule
- Invoices with paid and unpaid status
- Payments next to each invoice
- Tasks beside your calendar
- iPhone, Android and web
Questions notaries ask
Who is Notary Pilot for?+
Any U.S. notary: mobile and loan-signing agents, traditional notaries and remote online notaries.
Will it work on my phone?+
Yes. It works the same on iPhone, Android and the web, so you can use it between appointments.
What does it cost?+
One flat plan at $55/month with clients, appointments, invoices, payments and tasks together.
Do I still need a spreadsheet or a separate payment app?+
The goal is that you do not. Clients, scheduling, invoicing, payments and tasks live in one workspace.