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Help Center

Guides and answers for using ClientPilot.

Handling a request

The request workspace is where you manage a job from start to finish.

Handling a request
  1. 1Open Service Requests and click the eye icon to open a request.
  2. 2Review the details, assign a contractor, and move the status forward as the job progresses.
  3. 3Use the chat to talk with the client, and create a quote when you are ready.

Tip: The status you choose controls what the client sees and which emails go out — move it forward step by step.

Support & Website
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