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CostPilot Pro setup: from install to your first audit
This guide covers what happens after you click Install: the authorization screen, your first storefront audit, and how to read the results. Read it alongside a fresh install — each step below is one screen or less.
Step 1 — Install from the Shopify App Store
Find CostPilot Pro on the Shopify App Store and click Install; Shopify then adds the app to your admin. The listing page carries the current plan details — including the 7-day free trial — so it's worth a read before you commit.
Step 2 — Approve read-only access
Shopify shows its standard authorization screen. CostPilot Pro requests read-only access to your store's products and theme through the Shopify Admin API — it cannot edit orders, change products, or touch your store's settings.
Two things worth knowing before you click approve:
- You're granting a scope, not handing over your store. The authorization screen lists what the app can read. If it ever asks for more than read access to that data, stop and contact us before approving — something would be wrong, and we'd want to know.
- You can revoke it at any time. Access is managed in your Shopify admin, and uninstalling the app ends it immediately.
How the app handles what it reads is in How CostPilot Pro handles your store's data.
Step 3 — Run your first audit
Open the app from your Shopify admin and click Start Audit. It takes a few seconds and returns three things:
- Known app scripts detected — which of the curated list of common Shopify apps load on your storefront, found by scanning your theme's layout.
- Store connection status — whether your Shopify API connection is healthy, plus your store name, plan, product count, and whether orders are detected.
- System health — whether the app server, webhook endpoint, and OAuth flow are responding.
Read the audit as a snapshot of what's running on your store today. The point isn't to catch everything — it's to see the apps that are actually loaded, then decide what to keep.
See how the CostPilot Pro audit works — what it scans and returns is described on the product page, and visible inside the app.
Step 4 — Decide what to keep
The audit tells you what's loaded on your storefront. What you do next is yours: review your installed apps in Shopify Admin → Settings → Apps, and drop anything that stopped earning its place.
A practical walkthrough of that review — a real merchant's 20-minute app audit — is on Seller Tales: The 20-Minute Shopify App Audit That Saved Me $600/Year.
Put the audit to work
Once you can see what's actually running on your store, you can ask the useful questions: which apps do I still use? Which ones duplicate each other? Which am I paying for and never open?
Stuck on a step?
The audit runs on the 7-day free trial, so you can test it on your own store before paying anything.
If a step blocks you — the authorization screen, an audit that won't run, a result that looks wrong — contact support and tell us which one.