Plutio Help Center

Step-by-step guides for projects, invoices, proposals, contracts, automations, and more

Each guide covers one topic, from first setup to day-to-day workflows. Steps are written against the live product, so button names, menu paths, and screenshots match what's on screen.

Getting started

This section walks through everything from creating your workspace to sending your first invoice. Each step builds on the one before it, so by the end you...

Settings and administration

Settings control how your workspace operates. Manage team members and roles, configure custom fields and statuses, set notification preferences, enable...

Integrations

Integrations connect Plutio to the tools you already use. Accept payments through Stripe, PayPal, or Square. Sync your calendar with Google Calendar.

White-label and branding

White-label features let you replace Plutio branding with your own across the entire client-facing experience.

Billing and plans

This section covers your Plutio subscription: the plans on offer, how to upgrade or downgrade, what happens when a subscription lapses, and how addons...

Navigating your workspace

Your workspace has four main areas you'll interact with every day: the main menu on the left, the page header and toolbar at the top of each page, the...

Invoicing and payments

Plutio handles the full invoicing cycle: create an invoice, add line items with the block editor, send it to your client, and collect payment online...

Tasks and task boards

Tasks are where the day-to-day work happens. You can create standalone tasks or organise them into task boards with columns, views, and filters.

Projects

Projects are the central container in Plutio. Every project has its own tabs for tasks, invoices, proposals, contracts, files, conversations, time...

Inbox and communication

The inbox brings direct messages, group conversations, email channels, and website chat into one place.

Proposals and contracts

Proposals let you present your services, pricing, and terms in a single document that clients can review and sign online.

Scheduler and calendar

The scheduler lets you create public booking pages where clients pick a time based on your availability rules.

Contacts and CRM

Contacts are split into people and companies. Each contact has a detail page that shows linked projects, invoices, proposals, conversations, and activity...

Wiki and knowledge base

Wiki lets you build structured knowledge bases, whether internal documentation for your team or a public-facing help centre for your clients.

Forms

Forms collect information from anyone, whether clients, leads, or team members. Each form has configurable fields, submission settings, and optional...

Automations

Automations run actions in response to events across your workspace. When a trigger fires (a task is completed, a proposal is signed, a form is...

Time tracking

Time tracking works at the task level, the project level, or standalone. Start a timer, log manual entries, assign billing and cost rates, and view...

Dashboards and reporting

Dashboards give you a visual overview of your workspace data. Add chart widgets, metric cards, calendar heatmaps, and custom HTML blocks to build the...

Plutio Pal (AI)

Plutio Pal is the built-in AI assistant. Ask it questions about your workspace data, draft content for proposals and emails, summarise conversations, or...

Templates and template library

Templates let you save any project, task board, invoice, proposal, contract, form, scheduler, wiki, or dashboard as a reusable starting point.

Files

The file manager stores, organises, and previews files across your workspace. You can upload files to projects, contacts, or the global file manager,...

How-to guides and use cases

Step-by-step guides that show how to combine Plutio features for specific workflows. Each guide walks through a real scenario — from sending a proposal...

Troubleshooting

If something is not working as expected, start here. Each page covers a specific area — account access, payments, email delivery, integrations, file...

FAQ

Answers to the most common questions about Plutio, organized by topic. General — What Plutio is, who it's for, and how trials work Getting started —...

Frequently asked questions

How do I get started with Plutio?

Create a free account, name your workspace, and follow the getting started guide. Branding, team invites, and your first invoice can all be set up in under 15 minutes. No credit card required.

How do I contact Plutio support?

Open a conversation from inside your Plutio workspace by clicking the chat icon in the bottom-right corner. The support team responds within a few hours on weekdays.

Can I recover a deleted invoice or project?

Yes. Deleted items move to the trash and stay recoverable for 30 days. Go to Settings, then Management, then Trash, find the item, and click Restore. The item returns to its original location with all data intact.

How do I set up online payments on invoices?

Go to Settings, then Integrations, and connect Stripe, PayPal, or Square. Once connected, every invoice includes a Pay Now button. Clients pick their preferred payment method, and Plutio marks the invoice paid automatically when the money arrives.

How do I invite team members?

Go to Settings, then Workspace, then General. Click Invite, enter the email address, assign a role, and send. The new member gets an email with a link to join your workspace.

Can I use my own domain for the client portal?

Yes. Go to Settings, then Customization, then Custom domain. Enter your domain and add the CNAME record to your DNS provider. Once verified, clients see your domain instead of plutio.com on every portal page.

How do I create a proposal with e-signatures?

Create a new proposal, add content and pricing, then turn on e-signatures in the proposal settings. When the client accepts, they sign electronically. Contracts can include multiple signees if more than one signature is needed.

Does Plutio connect to other tools?

Plutio connects natively with Stripe, PayPal, Square, QuickBooks, Xero, Google Calendar, Outlook, Slack, Microsoft Teams, Zoom, and Google Meet. Zapier adds another 5,000+ apps. All integrations are included free on every plan.

How do automations work?

Pick a trigger (like "proposal accepted"), add optional conditions, then define actions (like "create project" and "send invoice"). Automations run in the background every time the trigger fires, so nothing needs to be done manually.