The Pillar help center
Step-by-step guides with real screenshots from the app. Every article is short enough to follow with the phone in your other hand.
Most common questions
Getting startedHow to add your team to PillarInvite office staff and techs, pick their role, and they get an email to join. Each additional person is $39 a month.4 minute readPayments & invoicingHow to take payments through PillarConnect Stripe once, then collect by card, bank payment, payment link, or record cash and checks against any invoice.6 minute readPayments & invoicingHow to send an invoiceBuild the invoice, email it, and watch its status change as it gets viewed and paid.5 minute readEstimates & price bookHow to set up your price bookLoad trade-standard services priced from your hourly rate, then organize items into categories.6 minute readScheduling & jobsHow to schedule a jobCreate the job, pick a time on the calendar, and assign the tech in one flow.5 minute readIntegrationsHow to connect QuickBooksLink QuickBooks Online and invoices, payments, customers, and items stop being typed twice.5 minute read
Browse every guide
Getting startedHow to create your Pillar accountSign up, verify your email, and land in your new account. No card and no sales call.3 minute readGetting startedHow to set up your company in PillarThe setup wizard walks logo, web address, business details, trade, and pricing in one pass. Every step can be redone later.5 minute readGetting startedHow to add your team to PillarInvite office staff and techs, pick their role, and they get an email to join. Each additional person is $39 a month.4 minute readGetting startedHow to put Pillar on your phoneInstall Pillar as an app on any phone from the browser, for you and your crew.3 minute readPayments & invoicingHow to take payments through PillarConnect Stripe once, then collect by card, bank payment, payment link, or record cash and checks against any invoice.6 minute readPayments & invoicingHow to send an invoiceBuild the invoice, email it, and watch its status change as it gets viewed and paid.5 minute readPayments & invoicingHow to collect a deposit over the phoneSend a card payment link by text or email while the customer is still on the call.4 minute readPayments & invoicingHow to refund a paymentRefund an online payment in full or in part, straight from the invoice.3 minute readEstimates & price bookHow to set up your price bookLoad trade-standard services priced from your hourly rate, then organize items into categories.6 minute readEstimates & price bookHow to price by the square footSet a rate per square foot on any price book item and estimates do the math from the measurement.4 minute readEstimates & price bookHow to use pricing formulasPrice items from cost, labor hours, and markup, then change one number to reprice everything the formula touches.5 minute readEstimates & price bookHow to send an estimateBuild a quote with good, better, best options, send it for approval, and turn the yes into a job.5 minute readScheduling & jobsHow to schedule a jobCreate the job, pick a time on the calendar, and assign the tech in one flow.5 minute readScheduling & jobsHow to set up service plans and recurring jobsSell a maintenance plan once and Pillar books the visits and raises the invoices on schedule.6 minute readScheduling & jobsHow your techs use Pillar in the fieldThe tech view runs on their phone: today’s jobs, routes, time tracking, photos, and checklists.5 minute readCustomersHow to add and import customersAdd customers one at a time or bring your whole list over with the guided import.5 minute readCustomersWhat your customers see in the portalCustomers get a portal to approve estimates, pay invoices, and check appointments. You control the invitation.5 minute readTexting & callingHow to set up texting and callingGet a business number, register it with carriers, and text from the customer record. Runs on prepaid credit.6 minute readIntegrationsHow to connect QuickBooksLink QuickBooks Online and invoices, payments, customers, and items stop being typed twice.5 minute readIntegrationsHow to sync your Google CalendarTwo-way sync keeps Pillar jobs and your Google Calendar matching in both directions.4 minute readTeam & accountWhat each role can see and doOwner, dispatcher, and technician each get the right amount of the app. Customers and subs get their own portals.5 minute read
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