Frequently asked questions

Pipeline is built for service businesses - tradespeople, installers, mobile services, agencies, consultants, cleaners, gardeners, electricians, plumbers, builders, and anyone who quotes, schedules and invoices work. From solo operators to teams of 50+, the platform scales with you.

No. Pipeline is designed to feel obvious from the first click. Most teams send their first quote within an hour of signing up. We also offer free onboarding support and a library of short video walk-throughs.

You get full access to every feature in the plan you choose. At the end of the trial you can choose to continue your subscription, downgrade, or simply walk away.

Yes - we support CSV import and can pull customers, invoices and contacts directly from Xero, QuickBooks and many other systems. Our onboarding team will help you migrate for free.

Lead capture, quotes, jobs, invoices, customer CRM, online appointments, expenses, custom forms, recurring jobs, mobile app, dashboards, integrations with Xero/QuickBooks/Stripe/Twilio, and more. See our features page for a full overview.

Yes - native iOS and Android apps for the field team. View today's jobs, navigate to sites, capture photos and signatures, log expenses and update job status. Everything syncs with the office as it happens.

Yes. Send a single secure link and customers see your branded quote, can toggle optional extras, and accept with a digital signature in their browser. No PDFs, no chasing.

Yes - perfect for service contracts, planned maintenance, scheduled cleans and any work that repeats. Set up the schedule once and Pipeline generates each visit automatically.

Yes. Add your logo, brand colours, contact details and a custom footer to quotes, invoices, the customer portal and the public booking page.

Yes - real-time, two-way sync with both. Customers, invoices, payments, credit notes and items stay in lockstep. Available on Professional and above.

Online card payments are processed by Stripe. Bank transfer is supported via Open Banking on UK accounts. Funds land in your account in days, not weeks.

Yes - Pipeline integrates with Twilio for SMS appointment reminders, lead acknowledgement, and on-the-way notifications. SMS is metered and billed at cost.

Yes - a full REST API plus webhooks for events. API access is included on Business and Enterprise plans, or available as an add-on. We also support Zapier for no-code automation.

In UK data centres - the platform runs on 20i cloud infrastructure and your files are stored on Wasabi, both in the UK. Daily encrypted backups and TLS on all traffic. See our security page for full details.

You do - always. You can export your full dataset at any time as CSV, JSON or via API. If you cancel, we keep your data for 30 days in case you change your mind, then permanently delete it.

Yes. We are a UK-registered data controller and processor, and we provide a Data Processing Agreement (DPA) on request. Customers have full rights to access, rectify and delete their data.

Yes - granular role-based permissions let you control who sees and edits leads, quotes, jobs, invoices, customers, settings and more. Custom roles are available on Business and Enterprise.

You choose monthly or annual billing - annual saves 20%. Payments are processed securely by Stripe. You can update your card, change plans or cancel from your account settings any time.

Yes - extra users are £8/month on Professional, £6/month on Business and Enterprise. You can add or remove users at any time and we pro-rate the charge.

Annual plans save 20% vs. monthly. Registered charities and educational institutions get an additional 30% off. Get in touch for details.

Cancel from your account settings - no phone calls, no “retention specialist”. Your access continues until the end of your current billing period. Your data is preserved for 30 days afterwards in case you come back.

Email support is included on every plan with a 1-business-day response. Professional plans get priority support (4-hour response). Business and Enterprise get a dedicated success manager. Plus we have a comprehensive help centre and video library.

Free guided onboarding is included on every plan - typically a 30 to 60 minute call with a real human who'll set you up. We also run free monthly webinars for new users.

Yes. Our onboarding team will help you migrate your data for free, no matter what plan you're on. We support CSV imports and direct migrations from many popular tools.