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.

Does the pipeline board automatically update when someone updates the estimate or job details page?

Yes, the pipeline board is synced with any actions that are taken on the estimate or job itself.

What if a job has more than one segment?

Each segment will show up as its own card on the Jobs Board and will move independently of the related segments.

What does the dollar amount on the estimate card mean?

  • If the estimate has one option, this number is the total for that estimate.

  • If the estimate has more than one option, this number is the average of the estimate options.

What does the dollar amount on the job card mean?

  • This is the total amount for that job or job segment.

What does the dollar amount at the top of the column mean?

  • This is the sum of all the dollar amounts in that column.

When does an estimate go to the inactive list?

  • If an estimate has been approved and copied to a job

  • If an estimate has been approved for 7 or more days

  • If an estimate has been declined for 7 or more days

When does a job go to the inactive list?

  • If a job has been paid in full for 7 or more days

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