ShopPilotEasy owner guide
10-minute quick start

Start your shop without technical words.

Follow these seven steps once. You will create the shop, save a customer, make the first bill or work record, and protect the data.

Start step 1 Jump to my shop
Owner first: The permanent owner should complete setup and keep the recovery code. Staff can be added later with only the access they need.
At the endYour shop is ready
1

Shop createdCorrect business type and branch

2

First work savedCustomer, bill, order, or job

3

Payment checkedPaid and due amounts are clear

4

Data protectedBackup and recovery copy checked

Android: bottom navigationWindows: left sidebar
01

Prepare two things

Use the permanent owner account

Choose the Google account that should continue owning the business even when a phone, computer, or staff member changes.

Owner Google account

Use an account the business owner controls and can recover.

Separate safe place

Keep the recovery code in a password manager, secure drive, or printed copy away from the device.

Tip
One business, one clear owner

Do not make a temporary staff email the owner. Staff accounts can be invited after setup.

02

First screen

Create new or restore existing

Choose only one of these paths.

New business

  1. Sign in with the owner account.
  2. Choose Create new workspace.
  3. Enter the real shop name.
  4. Select the correct shop type.
  5. Continue to business details.

Existing business

  1. Sign in with the same authorised account.
  2. Choose the discovered workspace.
  3. Select Restore Data.
  4. Use the matching recovery code.
  5. Check customers, recent work, stock, and branch before entering new data.
Do not create a new empty workspace if the old business should be restored.

That creates a different database. Stop and use the correct account, backup, and recovery code.

03

Check once

Confirm business details before billing

CheckWhat must be correct
Shop typeRepair, Bakery, Grocery, Retail, Restaurant, Tailor, or Garage.
Business identityShop name, phone, address, and bill details.
BranchThe location where today's work should be saved.
Tax and pricesOnly the settings that match how the business actually charges.
Payment methodsCash, bank, UPI, or the methods the shop accepts.

Main Branch: ShopPilot may show the main business location without a separate branch name. Other branches must be selected by their actual branch.

04

Keep history connected

Add the first real customer

1

Open Customers

Use the bottom navigation on Android or left sidebar on Windows.

2

Search first

Check the phone number or name so the same customer is not entered twice.

3

Add the basics

Enter the correct name and phone. Add address or tax details only when needed.

4

Save and open

Confirm that the customer appears in the active shop and branch.

05

Choose your business

Create the first work record

The main Work area changes for the selected shop type. Use the matching four-step flow below.

RRepair shopItem, complaint, job, deliveryOpen
  1. Find the customer.
  2. Choose Add Repair and record the item/device and complaint.
  3. Add expected date, charges, and starting status.
  4. Save; later update progress, payment, and delivery from the repair detail.
BBakeryCatalogue, order, due date, pickupOpen
  1. Add products to the bakery catalogue.
  2. Create a new customer order.
  3. Select items, quantities, amount, and due date.
  4. Save; later update status, payment, pickup, or delivery.
GGrocery or retailProduct, quantity, payment, invoiceOpen
  1. Add products and opening stock.
  2. Open the sale or invoice form and select items.
  3. Confirm quantity, price, discount, customer if needed, and payment.
  4. Save and check the invoice and remaining stock.
FRestaurant or cafeTable, menu, kitchen, settlementOpen
  1. Select a table or create an order.
  2. Add menu items and quantities.
  3. Send or update the kitchen work and order status.
  4. Review the bill and settle the payment.
TTailorMeasurements, material, fitting, deliveryOpen
  1. Find the customer and existing measurement profile.
  2. Create the tailor order and add garment/material details.
  3. Set amount, due date, fitting, and status.
  4. Save; later update payment, fitting, and delivery.
VGarageVehicle, job card, parts, service historyOpen
  1. Find the customer and saved vehicle.
  2. Create a job card with complaints and planned work.
  3. Add parts, labour, amount, and progress.
  4. Save; later record payment, completion, and reminder.

Need every field and screen? Open the detailed shop-by-shop manual.

06

Before handing over the bill

Check total, payment, and customer due

Bill checkSafe result
Items or workCorrect product, service, quantity, rate, and tax treatment.
TotalDiscount, extra charge, and final amount match what was agreed.
PaymentCash or digital amount matches what was actually received.
DueAny unpaid amount is recorded against the correct customer.
RecordThe saved invoice, order, repair, or job opens with the right branch.
i
Reports are management information

ShopPilot helps an owner understand sales, cash, costs, expenses, and dues. It does not replace statutory books, tax filing, or professional accounting advice.

07

Most important safety step

Make the first backup recoverable

1Local save

Normal work is saved on the current device first.

->
2Encrypted backup

Connect the owner account and create a safe backup when the feature is available.

->
3Recovery copy

Keep the matching recovery code somewhere outside this device.

Owner safety check

  1. Open Backup & delivery or the Backup tool.
  2. Use the permanent owner account.
  3. Generate and confirm the recovery code.
  4. Save a separate copy outside the device.
  5. Run the available backup and wait for a safe result.

Before leaving the shop

  1. Check that no red warning needs action.
  2. If changes are waiting, keep the device and app available until delivery completes.
  3. Do not uninstall, clear storage, or delete files.
  4. Confirm the recovery copy is still readable.
  5. Escalate any unresolved conflict before making more edits.
A cloud backup and its recovery code belong together.

If the code is lost, encrypted business data may not be recoverable. Never put the only copy on the same device.

ShopPilot is currently in private preview while real-device backup and restore qualification is completed. Follow the build's visible release and safety guidance.

Daily

Print or remember

The shop-owner daily checklist

WhenCheck
MorningCorrect workspace, branch, account, and no unresolved backup warning.
Every customerSearch first; save work and payment against the right person.
Every billItems/work, quantity, price, total, payment, and due are correct.
During the dayUpdate job/order status, stock, purchase, expense, and collection when they happen.
Closing timeReview today's sales, cash received, dues, open work, and exceptions.
Before shutdownWaiting changes, conflicts, and backup status are safe.
Open detailed manual