Guides
Learn Pinion in an afternoon.
There's no training course because there doesn't need to be one. These guides cover the handful of things you'll do every day, with real screenshots from the app on a phone.
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1 Everyone
Add your first client
Two minutes from signing up to a client record with a phone number, an address, and a place to keep notes.
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2 Trades
Book a job and mark it done
Create a job, schedule it, and close it from your phone in under thirty seconds. The north-star workflow, step by step.
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3 Everyone
From quote to invoice to paid
Send a quote, turn it into an invoice, share the PDF from your phone, and record the payment when it lands.
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4 Trades
Track stock and suppliers
Keep a stock list, record what you buy, and let jobs draw stock down automatically so you know what's in the van.
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5 Everyone
Invite your team
Add people to your organisation, choose what they can see and change, and understand what a seat is on your plan.
Something missing? Check the FAQ or email hello@pinioncrm.com.