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Pipeline initial set up:

Please take a few minutes to get acquainted with Pipeline and set up your automations so you can get the most out of this powerful tool!

  1. When you sign in and navigate to the Pipeline tab for the first time, you can find all of your current estimates and jobs on their respective boards

  2. Set up and customize your estimate follow-up automations:

    • First, go to Pipeline > Settings

    • Second, click the pencil icon to make any edits to the number of days and message content

    • Last, move the toggles under Actions to On to activate your automations!

    • Click here for more information for setting up estimate automations

  3. Customize your Customer Intake settings by going to Account Settings > Customer Intake and following the prompts

    • Click here for more detailed information for all of the ways you can customize your Intake flow

  4. Once your Intake setup is complete, take it for a test run by clicking +New > Intake and filling out the form as a test

  5. Lastly, encourage your Admins to start using the Intake form to keep all incoming calls and inquiries consistent!

Boards

Pipeline enables you to see the status of all your leads, estimates, and jobs in one aggregate view.

  • Leads Board - includes cards for all your open leads. Each card represents lead, which is tied to a customer.

  • Estimates Board - includes cards for all your open estimates. Each card represents an estimate and includes all the options within that card

  • Jobs Board - includes cards for all your open jobs. Each card represents a job, or if a job has multiple segments - it represents an individual segment of a job

Updating a Lead, Estimate, or Job in the Pipeline

There are multiple ways you can update an estimate or job in the pipeline:

Drag and drop to update cards

Click, hold, and drag a card into a new column to get a dialog that tells you what action you need to complete in order to successfully update that card to the new column. If you click CANCEL, the card will return to its original column.

Status dropdown to update cards

Click the dropdown in a card and select a new option to update the status. Some statuses prompt and require certain actions to be taken before they will update.

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Updating from the details page

As always, you can update the status of a lead, estimate, or job from from the details page, either in the web or on the mobile app. These updates will be automatically reflected in the pipeline your pipeline will always be up-to-date with what is happening on your estimates and jobs.

Quickviews

You can click into a lead, estimate, or job to see more information about it and take actions like CALL, CHAT, EMAIL, or adding, updating, and deleting notes.


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