Pipeline

The pipeline is a board that shows where every customer stands, from new lead to completed job. Each contact is a card you can drag between stages. It’s available to owners and admins.

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The board

Open Pipeline in the sidebar. Cards are grouped into seven stages: Lead → Quote sent → Quote approved → Job booked → Invoiced → Completed, plus a Lost column for deals that didn’t happen. Each card shows the customer and the dollar value of their open estimate. Each column totals the money sitting in that stage, and the header shows your total contacts and total open-estimate value. Click a card to open a quick peek of the contact without leaving the board. The card’s menu lets you move its stage or remove it from the pipeline.

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Automatic stage updates

By default, cards move themselves as work happens. Under Settings then Pipeline, the Automatic stage updates toggle controls this:

• On (default): sending a quote, the customer accepting, booking a job, and sending or collecting an invoice each advance the card to the matching stage for you.
• Off: the board is fully manual. Cards move only when you drag them.

If cards seem to move on their own, that’s automatic stage updates doing its job. Turn it off if you’d rather drive the board by hand. You can also recolor each stage on the same settings page.

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How card value is calculated

A card’s value is the customer’s open estimate. Once an estimate is accepted, the card shows the locked-in accepted total. Declined, expired, and already-converted estimates are left out, so the column totals reflect live, winnable money.

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Frequently asked

Why isn’t a contact on the board? A contact can be removed from the pipeline from its card menu. Adding an estimate or moving its stage brings it back into view. Can technicians see the pipeline? No. It’s owner/admin only. Do I have to move cards myself? Only if you turn automatic stage updates off. Left on, the common moves happen for you as you quote, book, and invoice.