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Help Center

Guides and answers for using ClientPilot.

Clients and contractors directories

Find and manage the people you work with.

Clients and contractors directories
  1. 1Clients Directory lists every client account with their status.
  2. 2Contractors Directory lists your field contractors and contact details.
  3. 3Use Edit on a client to update their profile if needed.

Tip: Account status shows who is approved and who is still awaiting confirmation.

Support & Website
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