Log in to your Housecall Pro account and click on Pipeline in the top navigation bar to access your Pipeline tab.

From the menu on the left side of the screen, click Customize boards to open your Pipeline board customization settings.

Alternatively, you can access these settings through Account Settings. Click the gear icon in the upper right-hand corner to open Account Settings.

From the left-hand menu, select Pipeline and then click Customize boards to view and customize your boards.

Log in to your Housecall Pro account and click on Pipeline in the top navigation bar to access your Pipeline tab.

From the menu on the left side of the screen, click Customize boards to open your Pipeline board customization settings.

You can select the board you want to customize by clicking Leads, Estimates, or Jobs at the top of the page.

Once you've selected the board you want to customize, you'll see all the available columns for that board.

Each column will be labeled at the top as either VISIBLE COLUMN or HIDDEN COLUMN.

Use the on/off toggle next to the name of each column to switch its visibility. Turning the toggle on will make the column VISIBLE, while turning the toggle off will make the column HIDDEN.

To create a custom column, first log into your Housecall Pro account and click on Pipeline in the top navigation bar to access your Pipeline tab. From the menu on the left side of the screen, click Customize boards to open your Pipeline board customization settings. On the customization screen, select the board you want to add a custom column to (Leads, Estimates, or Jobs) by clicking the respective tab at the top of the page.

Next, click the Add Column button in the upper right-hand corner of the customization screen to open the pop-up window.

Enter a name for your custom column. Then, choose where you'd like to place it, either to the left or right of an existing column. Use the Select a column dropdown to pick which existing column your new column will be positioned next to. Once you've made your selections, click Add, and your new column will appear on the customization screen.

To update or delete a custom column, first log into your Housecall Pro account and click on Pipeline in the top navigation bar to access your Pipeline tab. From the menu on the left side of the screen, click Customize boards to open your Pipeline board customization settings. On the customization screen, select the board you want to update or delete a custom column from (Leads, Estimates, or Jobs) by clicking the respective tab at the top of the page.

To edit a column, click the three stacked dots at the top left of the column. A drop-down menu will appear with Edit Column and Delete Column.

By selecting Edit Column, you can change the column's name, which will also update the status name. Click Update on the status card to save your changes.

If you choose Delete Column, a message will appear: By deleting this column, all the statuses inside of it will be removed as well. Are you sure you want to delete the column and contained child statuses? Click YES, DELETE IT to confirm the deletion.

You can also move custom columns and their statuses by clicking the drag icon (four arrows) next to the on/off toggle in the status card. Then, drag and drop to reposition entire columns, rearrange statuses within a column, or move statuses to a different column.

To create a custom status, first log into your Housecall Pro account and click on Pipeline in the top navigation bar to access your Pipeline tab. From the menu on the left side of the screen, click Customize boards to open your Pipeline board customization settings. On the customization screen, select the board for which you want to create a status (Leads, Estimates, or Jobs) by clicking the respective tab at the top of the page.

To add a status to a column, click the + ADD A STATUS button at the bottom of the column where you want to add the status. A new status field will appear. Enter the name of the status and then click Create.

Adding multiple statuses within a column allows you to track different stages or categories of progress more effectively.

To update or delete a custom status, first log into your Housecall Pro account and click on Pipeline in the top navigation bar to access your Pipeline tab. From the menu on the left side of the screen, click Customize boards to open your Pipeline board customization settings. On the customization screen, select the board from which you want to delete a custom status (Leads, Estimates, or Jobs) by clicking the respective tab at the top of the page.

On the status you want to edit, click the Edit Custom Status button next to the pencil icon. Here, you will have the option to rename or delete the status. To rename, update the name field, and click Update. To delete the status, click Delete.

When deleting, a message will appear: Are you sure you would like to delete this status? Click YES, DELETE IT to confirm.

If there is only one custom status in the custom column, you'll receive a message: This status is the only one in the column. By deleting this status, the column will be deleted as well. Do you want to delete both? Click YES, DELETE IT to delete both the custom status and the custom column.

To turn off a status that is currently in use, log into your Housecall Pro account and click on Pipeline in the top navigation bar to access your Pipeline tab. From the menu on the left side of the screen, click Customize boards to open your Pipeline board customization settings. On the customization screen, select the board you want to adjust (Leads, Estimates, or Jobs) by clicking the respective tab at the top of the page.

Start by navigating to the board containing the status you want to disable. In the upper right-hand corner of the Customize Boards page, click the Go to Board button. This will take you directly to the chosen board in the Pipeline.

If the status you want to turn off displays the message: “To turn this status off, remove all cards and automations from it,” you will need to clear out any cards and disable related automations first.

Your changes will be saved automatically. After making these updates, return to the Customize Boards page, select the board, and use the toggle next to the status to turn it off.

Yes, the Pipeline board is synced with any actions that are taken on the Lead, Estimate, or Job itself.

We pre-populate any Estimates and Jobs that were created in the last 180 days.

Each Segment will show up as an individual card on the Pipeline Jobs Board and will move independently of the related segments.

If the Estimate includes only one option, the number shown will reflect the total for that Estimate. If there are multiple options, it will display a range, from the lowest to the highest total.

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

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

The Estimate has been approved and copied to a Job.

The Estimate has been approved for 7 or more days (by default)

The Estimate has been declined for 7 or more days (by default)

By default, if a Job has been paid in full for 7 or more days.

To set the timeframe in hours, convert the hours into decimal form. For example, if you want a 6-hour delay, enter it as 0.25 days. If you're working with weeks or months, first convert them into days. For instance, 2 weeks should be entered as 14 days, and 3 months should be entered as approximately 90 days. For guidance on editing automations, please visit our help article here.

When editing individual automation rules, you can check the box to Send to customer with notifications turned off. This setting applies across the board and cannot be customized for individual customers. For guidance on editing automations, please visit our help article here.

The Job or Estimate will need to fall within the automation cadence you currently have set in order for the automation rules to be triggered.

The follow-up message will be sent as either an email or a text, depending on how the estimate was originally delivered.

If the estimate was sent with both text and email originally, then the follow-up message will get sent based on what was last sent out - if it was last sent as a text, the automation will send a text and vice versa.

Yes, Pipeline is available on the Housecall Pro mobile app!

First, download and log in to the Housecall Pro app.

Once downloaded, open the app and then tap the More button in the bottom right corner of the navigation bar.

Next, select Pipeline from the menu. You can then choose from your Leads, Estimates, or Jobs board.

If you haven’t already, download and log into the Housecall Pro app on your mobile device.

Once downloaded, open the app from your device’s apps menu.

Tap the Pipeline icon located on the bottom navigation bar.

On the Pipeline page, choose from your Leads, Estimates, or Jobs board.

Drag and drop Lead, Estimate, or Job cards to update their status.

Use the status dropdown on each card to change its status.

Swipe left or right to navigate between columns on your Lead, Estimate, or Job board.

Tap on a card to view its details.

Create new Leads, Estimates, or Jobs directly from their Pipeline board.

At this time, archived items are only visible on the web portal. If you'd like to see an archived job or estimate, you can visit Pipeline on the web from your mobile browser or your computer. For more guidance on viewing archived items, please view our help article here.

Currently, Pipeline is only available for employees with Admin and Office Staff roles.

To drag, go to the Pipeline page on your mobile device using the steps here, choose the board you wish to update, and then hold your finger on the card you'd like to move. Drag your finger along the screen until you reach the appropriate column and then release.

To use the drop-down option, go to the Pipeline page on your mobile device using the steps here, navigate to the board you wish to update, and then click on the drop-down menu from the column you wish to update. Next, you can choose the correct status from the drop-down options. You should see then the card move to the corresponding column.

First, go to the Pipeline page on your mobile device using the steps here, and then you can click on the + button in the upper-right-hand corner of the Pipeline menu. This will navigate you to the create a new lead page.

Additionally, you can go to the Pipeline page on your mobile device using the steps here and then can click the + sign in the upper-right-hand corner of the leads board. This will navigate you directly to the create a new lead page.

Currently, Automation settings can only be accessed via the web portal. The Pipeline automations are not available on the mobile app. For guidance on editing automations, please visit our help article here.

You can only customize your columns and statuses via the web portal at this time. The Pipeline settings are not available on the mobile app. For more guidance on customizing columns and statuses, please view our help article here.

Please make sure you are using the most recent version of the Housecall Pro mobile app (turn on auto-updates to get new versions pushed to your phone). If you are on the latest version and still having issues, please chat with customer support via the Blue Chat Bubble with specific details on the issues you are having.

If you have feedback for other features you'd like to see on Pipeline Mobile, please chat into the blue bubble and ask to submit a 'Pro Vote'. Additionally, you can click the 'Give us Feedback' button on the main Pipeline menu.

Job Inbox - leads from Job Inbox would get added to Pipeline once a lead, estimate, or job is created in Housecall Pro for them. Learn more about Job Inbox and their partners here.

The lead is visible in the pipeline and that list can be filtered down to the specific employee.

Yes, you can create new columns as well as rename existing columns! Learn more about Pipeline Board Customization here.

Pipeline will work with HCP Assist with no conflicts, but note that while HCP Assist Agents can save leads, estimates, and jobs to Pipeline, the HCPA agent won’t be able to access Pipeline.

Yes, that proposal will show up as an estimate in the sent column of the Pipeline. When a proposal gets sent it creates an estimate (not a Pipeline thing, this happens regardless of if they have Pipeline or not)

Yes, sending an invoice from the Pipeline will prompt those reminders to go out.

At the moment, the two features don’t communicate in that way. The pro would want to let the automation rules make changes to the job, lead or estimate, or make those changes manually when using Voice to follow up.

Reduce Clutter: Quickly clear out completed or outdated items from your list.

Increase Efficiency: Spend less time on administrative tasks and more on customer engagement and service.

Improve Organization: Maintain a cleaner and more organized table view, making it easier to focus on current priorities.

Access the Table View: Navigate to the Pipeline feature in your Housecall Pro dashboard and switch to the Table View, where your items are displayed.

Select Items: Check the boxes next to the items you want to archive. You can select as many items as you need.

Initiate Bulk Archive: Look for the 'Bulk Actions' menu at the top of the list. Click on it and select 'Archive' from the dropdown options. You will be prompted to confirm your action. Once you confirm, all selected items will be moved to the archive.

Review Archived Items: If you need to review archived items, you can access them by selecting the 'Archived items' view on the left hand side of the page.

Regular Cleanup: Schedule regular times to review and archive completed or inactive items to keep your list manageable.

Archive in Batches: Group related items (e.g., completed jobs, old leads) and archive them together to maintain continuity and organization.

Use Filters: Utilize filters to sort items before archiving to ensure that no active or necessary items are accidentally archived.