Getting Started
Learn the basics of Pipeline and get up and running quickly.
Jobs & Pipeline
Everything about creating and managing jobs, tasks, quotes, and the job lifecycle.
Scheduling
Schedule jobs, allocate workers, and manage your team’s calendar.
Invoicing & Finance
Create invoices, manage aging, track purchase orders, and handle supplier invoices.
Stock & Inventory
Manage SKUs, track stock levels, allocate materials to jobs, and create stock kits.
Assets
Register equipment, track locations, log faults, and manage asset history.
Time Tracking
Log employee hours, manage weekly timesheets, and track time against jobs.
Customers & CRM
Manage customer profiles, view activity, and use CRM reminders.
Settings & Configuration
System configuration for administrators - workflows, users, teams, and integrations.
Mobile & Field Worker
Using the Pipeline mobile app — jobs, timers, expenses, photos, and more.
Pulse & Analytics
Admin dashboards, business intelligence, and AI-powered insights.
Notifications & Messaging
Send emails and SMS to customers, manage message templates, and understand real-time notifications.
Xero Integration
Connect Pipeline to Xero for automatic invoice, customer, and payment synchronisation.