Getting Started
Learn the basics and get up and running quickly.
2 articles Help Centre
How can we help?
Browse guides by category, search for a topic, or jump into the most common setup articles.
Account Management
Manage your profile, security settings and account preferences.
2 articlesBilling & Plans
Understand pricing, manage your subscription and view invoices.
4 articlesTeam Management
Invite members, assign roles and manage your team.
4 articlesCustomer Management
Manage your customers, properties and contact information.
5 articlesQuoting
Create and manage quotes and estimates for your customers.
8 articlesJobs & Scheduling
Schedule, manage and track jobs for your customers.
9 articlesIntegration Setup
Connect payment, messaging, email, accounting and calendar services.
6 articlesLeads
Capture enquiries, work your pipeline and convert leads into customers.
6 articlesInvoices and Payments
Create invoices, take online payments and manage reminders and refunds.
7 articlesExpenses and Suppliers
Record costs, manage suppliers and subcontractors and track profitability.
4 articlesAppointments and Booking
Schedule appointments, send reminders and let customers book online.
4 articlesForms and Questionnaires
Build questionnaires, gather answers and capture enquiries with public forms.
3 articlesReports and Analytics
Turn your day-to-day work into clear, filterable, exportable reports.
4 articlesItem Catalogue
Store reusable items with prices and images for quotes and invoices.
3 articlesCommunications
Message customers by email and SMS and chat with your team.
3 articlesEmail Automations
Build email templates and send them automatically on events and tags.
3 articlesDashboard and Work Board
Customise your dashboard widgets and run your operation from the Work Board.
3 articlesCustomer Portal
Understand the branded, public pages your customers see and use.
5 articlesCompany and Notification Settings
Configure your company profile, branding, terms and notifications.
5 articlesTags
Create colour-coded tags and use them to organise, filter and automate.
2 articlesAPI, Webhooks and Zapier
Connect Pipeline to your own systems with the API, webhooks and Zapier.
3 articlesSupport and Troubleshooting
Get help from support and resolve common issues.
2 articlesAudit Logs
Review the audit log and record-level activity timelines.
2 articlesMobile App
Work in the field with the Pipeline mobile app.
2 articlesGood places to start
Quick Start Guide
Everything you need to know to get started with your new account in just a few minutes.
Navigating the Dashboard
A guided tour of your dashboard and how to find what you need.
Updating Your Profile
Learn how to update your personal information, avatar and display preferences.
Changing Your Password
Step-by-step instructions for changing your password and enabling two-factor authentication.
Understanding Plans
Compare available plans and find the right one for your team.
Managing Your Subscription
Learn how to upgrade, downgrade or cancel your subscription.
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