Help Center

Everything you need to know about using OpsPilot

Getting Started

Learn the basics and set up your account

2 articles

Client Management

Add, edit, and organize your clients

3 articles

Quotes & Estimates

Create and send professional quotes

4 articles

Job Management

Track and manage print jobs

3 articles

Invoicing & Payments

Generate invoices and track payments

3 articles

Communication

SMS, email, and client messaging

4 articles

Settings & Configuration

Customize OpsPilot to fit your needs

4 articles

Still need help?

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Help Center

Quick Start Guidebasicssetup

Understanding Your Dashboarddashboardoverview

Adding a New Clientclientsadd

Editing Client Informationclientsedit

Client Portal Accessclientsportal

Creating a Quotequotescreate

Sending Quotes to Clientsquotessend

Quote Approval Processquotesapproval

Converting Quotes to Jobsquotesjobs

Creating a Jobjobscreate

Job Status Trackingjobsstatus

Managing Job Filesjobsfiles

Creating an Invoiceinvoicescreate

Tracking Paymentsinvoicespayments

Payment Methodspaymentssetup

SMS Integration Setupsmssetup

Sending SMS Messagessmssend

Email Templatesemailtemplates

Notification Settingsnotificationssettings

General Settingssettingsgeneral

Service Configurationsettingsservices

User Managementsettingsusers

Third-Party Integrationssettingsintegrations

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