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

How to build a client onboarding workflow

A single form submission can trigger the entire client onboarding sequence: creating a contact, generating a project with tasks, sending a welcome email,...

How to collaborate with your team on projects

Every team member sees exactly the features and data relevant to their role, with tasks, conversations, time entries, and custom pages all connected...

How to connect an email account

Connecting an email account to your inbox lets you manage conversations from your existing email address directly inside Plutio.

How to create a contract with multiple signees

Multi-party contracts give each signee their own unique URL, track partial signatures in real time, and generate a completed PDF the moment everyone has...

How to create a custom page for project tracking

Custom pages pull data from tasks, time entries, and invoices into a single view. A project tracking page shows how work is progressing, where time is...

How to create a help centre with wiki

Plutio's wiki turns into a public help centre with categories, articles, a custom URL, and a live chat widget, all branded to match your business.

How to create a proposal with multiple pricing options

Proposals can present multiple pricing options so clients choose the service level that fits their needs and budget.

How to customise overdue reminder schedules

The built-in overdue reminders use a fixed 0/3/7-day schedule. Automations let you send reminders at any interval you choose, with custom email content.

How to embed a booking page on your website

Plutio booking pages can be embedded on external websites so visitors schedule appointments directly from the page without being redirected.

How to embed a form on your website

Plutio forms can be embedded directly on an external website so visitors fill them out without leaving the page.

How to manage multiple clients with projects

Each client gets their own project with isolated access, so client A never sees client B's work, invoices, or conversations.

How to send a proposal and auto-generate an invoice

A signed proposal can automatically produce an invoice from its pricing table, with line items, amounts, and tax carried over the moment the client signs.

How to set up a booking page with payment

A booking page lets clients and leads schedule meetings and pay in a single step, with the payment collected at the time of booking and the event added to...

How to set up automatic payment reminders

Late payments don't have to be chased manually. Plutio can send automatic reminders when invoices go overdue, so clients receive professional follow-up...

How to set up Google Calendar sync

Connecting Google Calendar to Plutio keeps events synchronised across both platforms. Calendar events created in either place appear in both, and booking...

How to set up recurring billing for clients

Recurring billing charges a client's card automatically on each billing cycle, so invoices are generated, paid, and recorded without manual intervention.

How to track project profitability with time and invoices

Tracking project profitability means comparing what a project earns against the time invested in delivering it.

How to track time and bill clients

Time tracked on tasks turns directly into invoice line items, with task names, hours, and billing rates already filled in.

How to use automations for lead follow-up

A lead fills out a form, and the automation handles everything that follows: creating a contact record, sending a follow-up email sequence, assigning a...

How to use custom fields for project categorisation

Custom fields add structured data to projects beyond the default name, status, and dates. Fields like dropdowns, tags, dates, and currency values allow...

How to use snippets for faster replies

Snippets are pre-written message templates that can be inserted into conversations with a few clicks.

How to whitelabel Plutio for your brand

White-labelling replaces every trace of Plutio with your own brand, covering the domain, login page, interface, emails, and client portal.

Using forms for client intake

An intake form collects client information and feeds it directly into your CRM and task list through automations.

Using task boards as sales pipelines

Task boards double as visual sales pipelines when columns represent deal stages and cards represent individual opportunities.

Using task boards as support queues

Task boards handle support queues when columns represent ticket statuses and inbound emails create task cards automatically.

Using wiki as internal SOPs

The same wiki tool that powers public help centres also works as an internal knowledge base for standard operating procedures, keeping team documentation...