Help Center

Guides and answers for using ClientPilot.

Getting Started

Installing ClientPilotGet the plugin onto your WordPress site.First-time setupGet your portal live in a few minutes. You only do this once.Branding your portalMake the client-facing portal match your own company brand.Assigning your portal pagesClientPilot uses a few pages (login, dashboards, request form). This is how they are linked.Setting your business hoursControl which days and times clients can book a consultation.Inviting and approving your teamManagers and contractors sign up themselves, then you approve them.Turning on Google Sign-In (optional)Let clients sign in with their Google account instead of a password.Turning on live chat (optional)Enable real-time chat so messages appear instantly without refreshing.Setting up the Support and Website menuChoose which links appear in the floating "Support and Website" button shown on every portal page.

For Clients

How to send us your requestThis is how you tell us about your project so we can prepare your quote. It takes about two minutes.Creating your account and logging inAn account lets you track everything and chat with your team in one place.Your dashboard at a glanceEverything about your projects lives in one simple dashboard.Tracking your requestSee exactly where your project is, step by step.Booking or rescheduling a consultationPick a time that works for you, or change one you already booked.Reviewing and accepting your quoteWhen we send a quote, you can review it and accept or decline it right from your dashboard.Making a paymentAfter you accept a quote, here is how payment works.Chatting with your teamEvery request has its own chat, so all your messages and files stay in one place.Updating your profile and passwordKeep your details current and change your password securely.Resetting your passwordForgot your password? You can set a new one in a couple of minutes.Tracking a request without an accountYou can keep an eye on your project even before you create an account.Emails you will receiveClientPilot keeps you informed by email at each step.

For Managers

The manager dashboardYour home base for running client work.Handling a requestThe request workspace is where you manage a job from start to finish.Assigning a contractorGive a job to the right contractor.Creating and sending a quoteCreate a priced quote and send it to the client for approval.Confirming a paymentMark a client payment as received to move the job forward.Managing appointmentsSee and manage all consultations in one place.Clients and contractors directoriesFind and manage the people you work with.Building intake formsCustomize the form clients fill in to request work.Approving contractorsNew contractors must be approved before they can log in — as a manager, you can do this yourself.

For Contractors

Your assigned jobsYou only see the requests that have been assigned to you.Your calendarSee your upcoming consultations at a glance.Contacting your managersReach the managers you work with.Registering and getting approvedHere is what happens between signing up and getting into your dashboard.

Help & Support

Frequently asked questionsQuick answers to the most common questions.TroubleshootingFixes for the most common issues.Understanding error codesWhen something fails, ClientPilot shows a short code so support can help fast.Checking your portal healthThe Diagnostics page gives you a one-glance health check of your ClientPilot setup.Contact supportCannot find your answer here? We are happy to help.