Please note that the following features are in beta testing and are not yet available to all pros. Features in beta testing are subject to change based on feedback we receive.


Boards

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

  • 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 the Status of an Estimate or Job in the Pipeline

There are three ways you can update the status of 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

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Updating from the details page

As always, you can update the status of an estimate from then estimate details page and update the status of a job from the job 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.


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