LeasePilot is delivered as a partnership, not a tool you figure out alone. The Help button at the bottom-right of every screen is the entry point: documentation, training videos, a way to book time with us, what's changed recently, and a direct line to the team that built your platform when something's off or could be better.
01What's in the widget
Open the widget and five paths are available:
- Help & FAQ — opens the help center, where you are now. Step-throughs of every screen, FAQs grouped by topic, and a contact path of its own.
- Training Videos — recorded walkthroughs covering the workflows your team uses most. Useful when onboarding a new user or refreshing on a corner of the platform you don't touch every day.
- Schedule a meeting with LeasePilot — book time with your implementation team for anything that's easier on a call than over email. Open questions, structural changes, walkthroughs of new features, retros after a hairy deal.
- What's new? — release notes for recent changes to your platform. Each entry tells you what shipped, often with a short demo. The number badge shows how many entries you haven't seen yet, so improvements don't get discovered by accident.
- Contact Us — a form for sending a specific message. Pick a request type, describe what you need, attach a file if it helps, and submit.
02Sending us a message
The Contact Us form is short on purpose: a request type, a free-form description, optional attachments. Submit it and the message lands with your implementation team, the same people who built your platform, not a generic support queue. The reasons to use it usually fall into a few buckets:
- Something's off. A field isn't behaving the way you expect, a calculation looks wrong, a clause is rendering oddly. Describe what you saw and what you expected; attach a screenshot if it helps.
- A standard has changed. A form needs an update, a building's defaults have shifted, your preferred fallback for a specific clause is now different. Tell us what changed and where it should land.
- A new use case. A document type you haven't been drafting in LeasePilot, a new property type, an integration with a system you weren't using before. Send a description and we'll come back with a plan.
- Anything else. Feature ideas, training requests, a question that doesn't fit the other categories. The form isn't a triage tree; it's an inbox.
NoteNot a support ticket. Messages from the widget go to the people who already know your platform, your forms, and your team. The reply isn't from a stranger looking up your account; it's from the same person you talked to last week. That's deliberate, not a side-effect of company size.
For things you control yourself (your account details, password, 2FA), see manage your account. For documentation grouped by workflow, the help-center landing page lists every step-through.