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Mobile & Field Worker
Mobile & Field Worker
Knowledge Base
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Knowledge Base
Getting Started
Getting Started
Welcome to Pipeline
Logging In and Your Dashboard
Understanding User Roles
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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
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Asset History
Time Tracking
Time Tracking
Entering Time
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Customers & CRM
Customers & CRM
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Settings & Configuration
Settings & Configuration
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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
Mobile & Field Worker
Mobile & Field Worker
Using the Pipeline mobile app — jobs, timers, expenses, photos, and more.
Using the Pipeline mobile app — jobs, timers, expenses, photos, and more.
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
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Email Domain Setup
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