FEATURES

Built for how trade businesses actually work

Pipeline brings your jobs, people, and finances into one place so you can stop chasing paperwork and start growing your business.

Pipeline overview

Everything your business needs

Three pillars that cover every part of running a trade or service business.

Run your jobs

From first enquiry to final invoice. Schedule, assign, track progress, and keep every job on time and on budget.

Track your money

Real-time back-costing, invoicing, task-based time tracking, and accounting integration. Know your margins as they happen.

Connect your team

Mobile app for the field, real-time messaging, notifications, and integrations that keep office and site connected.

Run Your Jobs

Job management, scheduling & tasks

Job management task board

Job Tracking

Track every job from enquiry to completion with colour-coded status pipelines and full audit trails.

Drag-and-Drop Scheduling

Visual calendar with daily, weekly, and monthly views. Automatic travel time calculations between sites.

Team Allocation

Assign employees to jobs with availability checks. No double-booking. See who's free at a glance.

Task Checklists

Break jobs into tasks with checklists, photo requirements, and completion tracking for field and office.

Location & Travel Time

Map-based job locations with automatic travel time between sites factored into scheduling.

Photo Evidence

Capture before/after photos on site. Automatically attached to jobs for compliance and customer records.

Track Your Money

Back-costing, invoicing & financials

Back-costing and invoicing view

Live Back-Costing

See revenue, cost, and margin side-by-side per job in real time. Catch blowouts before the invoice goes out.

Invoicing

Create and send invoices directly from Pipeline, synced with your accounting software. No double-entry.

Time Tracking

Track time per task and job. Labour hours flow directly into back-costing and invoicing.

Multi-Tax Rate Support

Handle GST, exempt items, and mixed-rate invoices. Complex billing made simple.

Supplier & Purchase Orders

Manage suppliers, create purchase orders, and track material costs against jobs.

Xero & MYOB Integration

Native two-way sync with Xero and MYOB. Invoices, contacts, and payments stay in sync automatically.

Connect Your Team

Mobile, messaging & integrations

Mobile app jobs view Mobile app tasks view

Mobile App (iOS & Android)

Full-featured app for field teams. Jobs, tasks, photos, time tracking, and messaging. Works offline too.

Real-Time Messaging

In-app chat between field and office, per job. No more phone tag or lost text messages.

Notifications & Alerts

Push notifications, email, and SMS alerts for job updates, assignments, and schedule changes.

Email & SMS

Send quotes, invoices, and job confirmations via email or SMS directly from Pipeline.

Customer Sign-Off

Collect digital signatures on site. Proof of completion attached to the job record automatically.

Offline Mode

No signal on site? The mobile app works offline and syncs automatically when connectivity returns.

Power Your Business

Assets, analytics, AI & more

Asset Management

Track equipment, vehicles, and tools with GPS location, maintenance schedules, and fault reporting.

Stock & Inventory

Track materials and consumables with low-stock alerts. Assign stock to jobs and track usage per site.

Analytics & Reporting (Pulse)

Dashboards for revenue, job performance, team utilisation, and margin trends. Data-driven decisions.

AI-Powered Features

Natural language search, smart job descriptions, and AI-assisted data entry to save time on admin.

Customer Management

Full customer records with contact details, job history, site locations, and communication logs.

Documents & Files

Attach files, plans, and documents to jobs. Everything your team needs, stored in one place.

Global Search

Find any job, customer, asset, or invoice instantly with full-text search across your entire account.

Admin & Configuration

Roles, permissions, custom fields, status pipelines, and organisation settings. Fully configurable.

Security & Multi-Tenancy

Isolated data per organisation, role-based access control, encrypted data at rest, and full audit logging.

Ready to see where your money really goes?

We'd love to show you how Pipeline can work for your business.