Does the pipeline board automatically update when someone updates the lead, estimate, or job details page?
Yes, the pipeline board is synced with any actions that are taken on the lead, estimate, or job itself.
Why aren't all my estimates and jobs showing up?
We pre-populate any estimates and jobs that were created in the last 180 days.
Also, approved/declined estimates and paid jobs will go into the Archived list after 7 days by default, but this can be customized.
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 total for the the first option for that estimate.
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 Archived list?
If an estimate has been approved and copied to a job
By default, if an estimate has been approved for 7 or more days (can be customized)
By default, if an estimate has been declined for 7 or more days (can be customized)
When does a job go to the Archived list?
By default, if a job has been paid in full for 7 or more days (can be customized)