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Help Center

Guides and answers for using ClientPilot.

The manager dashboard

Your home base for running client work.

The manager dashboard
  1. 1Dashboard shows totals, revenue, and quote conversion at a glance.
  2. 2Service Requests is where every client job lives.
  3. 3Clients and Contractors are your team directories.
  4. 4Forms, Appointments, and Settings are in the menu too.

Tip: Use the left menu to move between areas; the icons stay visible when the sidebar is collapsed.

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