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UIHike for consultants

Create client documentation so your client can run what you set up after you leave.

Use UIHike to capture the configuration steps while you work in the client’s systems, explain why each setting matters, and hand over a guide their team can follow without booking another call with you.

Download for WindowsSee the client guide

Free during beta. Start locally without an account.
Cloud sharing requires an account.

Two people sitting side by side, reviewing work on a laptop
Photo: KOBU Agency on Unsplash

How UIHike helps you document client work

While you configure

Capture the steps while you set up the client’s system.

Record the browser screens in order as you work in admin portals and web apps, and add window or region screenshots from desktop tools. When the configuration is finished, the steps are already in place.

Abstract graphic of settings flowing into three numbered steps, the last one checked

Before you share

Hide client details before you share the guide.

Blur tenant IDs, account names, and customer records, or crop them out. Point at the right field with an arrow or box. Then check the final guide before it leaves your hands.

Abstract graphic of a screen with one field covered and marked as hidden

At handover

Deliver the format the client asked for.

Share a link their team can bookmark, or export a file for the project record. Use PDF, HTML, or Markdown. Word and PowerPoint exports need Microsoft Office installed on your PC.

Abstract graphic of one guide branching into a link and two document files

Explain each setting next to the screen it changes.

In the UIHike Windows app, every captured step has a title and a description. Use them for what the screenshot can’t show: why you chose a setting, what depends on it, and when the client should ask for help.

  • Draw a box or arrow around the field that matters.
  • Blur details the client’s readers don’t need.
  • Keep your working notes out of the published guide.
See the UIHike product tour
UIHike Organize view with ordered steps, a highlighted form field, the Blur tool in the toolbar, and a step description
Real UIHike Windows app, shown with a fictional expense-claim demo rather than client work. Note the step description on the right and the Blur tool above the screenshot.View full size

An example engagement

See what the client’s admin receives.

A consultant sets up request routing for a fictional client, Northwind. The guide records each step and the reason behind it, so Northwind’s admin can change it later without calling the consultant.

Northwind support portal

Route billing requests to the right queue

5 steps · Prepared at handover

  1. 1

    Open the request settings

    Why: Use the admin account the client set up for their own team, not your consultant account.

  2. 2

    Create the Billing queue

    Why: Queue names appear to employees, so keep them in plain language.

  3. 3

    Add the routing rule

    Tenant ID hidden

    Why: Rules run from top to bottom. Keep Billing above the general rule, or billing requests land in the wrong queue.

  4. 4

    Set the escalation contact

    Why: Use a shared mailbox so escalations still arrive when someone leaves.

  5. 5

    Send a test request

    Why: A test with “invoice” in the subject should appear in Billing within a minute. If it lands in General, check the rule order in step 3.

What Northwind’s admin can do without calling you

  • Add another queueThey can follow steps 2 and 3 for a new team.
  • Change the rule order safelyThe note explains what breaks if Billing moves down.
  • Check that routing worksThe test request shows what a correct result looks like.
  • Know when to ask for helpAnything outside the guide is a new piece of work, not a repeat question.

Illustrative example written for this page. Northwind is fictional, and this panel is not UIHike output.

Open a real guide generated by UIHike

What UIHike does, and what stays with your engagement.

UIHike helps you

  • Capture configuration steps in order
  • Explain settings beside the screenshots
  • Annotate and blur screenshots
  • Share a guide or export a file

It doesn’t replace

  • Your statement of work or sign-off
  • The client’s change approval process
  • Password, credential, or asset records
  • Live training, if the client needs it

Questions about client documentation

Can my client read the guide without installing UIHike?
Yes, if you publish it as a public or unlisted guide. Anyone with the link can read it in a browser without a UIHike account. Private guides need sign-in and the right access. You can also send a file instead. Publishing to the cloud requires an author account.
Can I deliver a PDF or Word document?
Yes. Use print or save as PDF from the Windows app’s publish options. Word and PowerPoint exports also exist, but they need Microsoft Word or PowerPoint installed on your PC. HTML and Markdown exports are available too.
How do I keep client information out of the guide?
Use test or sample records where you can. Blur or crop tenant IDs, account names, and customer data before you share, then check the final output and its access settings. Editing is non-destructive, so the original screenshots stay in your source project. Never capture passwords or keys.
Can one guide cover browser and desktop tools?
Yes. The Windows app can combine browser captures with window or region screenshots from desktop tools. Browser recording can keep URLs and interaction details; desktop screenshots do not carry the same browser information.
What if the client’s system changes after go-live?
Reopen the project, replace the affected screenshots, and update the notes. You don’t need to capture the whole process again. If you published the guide, update the published version too; saving the project alone does not change it.
How much does UIHike cost?
UIHike is free during the beta. Some features, such as AI credits and cloud storage, may cost money later, with notice in advance. See the current pricing page.

Document the next system you set up for a client.

Capture it in UIHike while you work. Add the reasons. Hand over a guide on the last day of the engagement.

Download for Windows

Free during beta. Local use without an account.
Cloud sharing requires an account.