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Pipeline Support home page

Overview

Knowledge Base

Getting Started

Getting Started
Welcome to Pipeline
Logging In and Your Dashboard
Understanding User Roles
Using Global Search

Jobs & Pipeline

Jobs & Pipeline
Creating a New Job
Understanding Workflow Stages
Managing Job Tasks
Job Holds and Status Changes
Adding Notes and Communications
Working with Quotes

Scheduling

Scheduling
Schedule Overview
Allocating Workers to Jobs
Managing Unallocated Jobs

Invoicing & Finance

Invoicing & Finance
Sales Aging Overview
Creating and Editing Invoices
Sending Invoices by Email
Purchase Orders
Supplier Invoices

Stock & Inventory

Stock & Inventory
Managing SKUs
Stock In and Stock Out
Allocating Stock to Jobs
Stock Kits

Assets

Assets
Asset Registry
Logging Asset Faults
Asset History

Time Tracking

Time Tracking
Entering Time
Timesheet Status Indicators

Customers & CRM

Customers & CRM
Customer Profiles
CRM Reminders

Settings & Configuration

Settings & Configuration
Workflow Configuration
Managing Users
Teams
Message Templates
Email Domain Setup

Mobile & Field Worker

Mobile & Field Worker
Linking Your Device
Your Job List
Scheduling a Job from Mobile
Arriving on Site and Risk Assessment
Task Completion and Time Tracking
The Job Timer
Job Photos and Files
Job Notes and Messages
Expenses and Receipt Scanning
Calendar View
App Settings

Pulse & Analytics

Pulse & Analytics
Pulse Dashboard Overview
AI Insights and Chat

Notifications & Messaging

Notifications & Messaging
Activity Panel and Notifications
Sending Emails from Pipeline
Sending SMS Messages
Managing Message Templates
Internal Messaging

Xero Integration

Xero Integration
Connecting Pipeline to Xero
Invoice Synchronisation with Xero
Customer and Contact Sync
Payment Tracking from Xero
Troubleshooting Xero Connection Issues

Customers & CRM

Customers & CRM

Manage customer profiles, view activity, and use CRM reminders.

Manage customer profiles, view activity, and use CRM reminders.

Customer Profiles

CRM Reminders

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