Don't yet have Pipeline? Click here to learn more!
Pipeline initial setup
Please take a few minutes to get acquainted with Pipeline and set up your automation so you can get the most out of this powerful tool!
After signing into your Housecall Pro account, you can click on the word 'Pipeline' on the top navigation bar to go to your Pipeline tab for the first time. There you can find all of your current leads, estimates, and jobs on their respective boards.
Click here for how to set up estimate automation.
Click here for all of the ways you can customize your Intake flow.
Once your Intake setup is complete, take it for a test run by clicking the +New button on the top navigation bar, then select Intake from the drop-down and fill out the form as a test.
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, continue below to learn about each!
To jump to a specific section, click the below links:
Drag and drop to update cards
After signing into your Housecall Pro account, you can click on the word 'Pipeline' on the top navigation bar to go to your Pipeline. While on a Pipeline board you can click, hold, and drag a card into a new column to get a dialog that tells you what action you need to complete to successfully update that card to the new column, such as entering scheduling information. If you click CANCEL, the card will return to its original column.
Status dropdown to update cards
After signing into your Housecall Pro account, you can click on the word 'Pipeline' on the top navigation bar to go to your Pipeline. While on a Pipeline Board you can click the dropdown on a card to select a new option to update the status. Some statuses prompt and require certain actions to be taken before they will update, such as selecting scheduling information.
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Updating from the details page
As always, you can update the status of a lead, estimate, or job from their individual details page, either on 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 leads, estimates, and jobs.
Quick views
After signing into your Housecall Pro account, you can click on the word 'Pipeline' on the top navigation bar to go to your Pipeline. While on a Pipeline Board you can click on a lead, estimate, or job to see more information about it and what actionable options you have, such as clicking CALL, CHAT, or EMAIL to contact the customer associated with that lead, estimate, or job. You can also add, update, and delete notes from this same screen. Click the X in the top right corner to close the window.
Pipeline status on the Lead, Estimate, or Job Details page
You can also see the Pipeline status in the top right corner of the details page for the Lead, Estimate, or Job. If you click on it, it will open that lead/estimate/job in Pipeline so you can use the dropdown or drag-and-drop to make any necessary status updates.
