The pipeline board is the one place every job lives, from first enquiry to paid invoice. Read it left to right and you're reading your business: what's coming in, what's waiting on a decision, what's being built, and what's owed.
The stages
- Lead — someone asked. No quote yet.
- Quoted — the quote is out. This is where follow-up wins jobs.
- Scheduled — the job is won and has a rough week.
- Active — the crew is on site.
- Completed — the work is done, the invoice isn't out yet.
- Invoiced — the bill is sent. Payment shows as a badge on the card, so a paid job doesn't need yet another column.
Two states live off the board: lost (they went elsewhere, or went quiet — set it from the card's panel with Mark as lost) and archived (paid jobs are tucked away automatically about a month after payment). Neither is deleted; the history stays.
Moving a job
Drag the card to its new stage — the move is saved immediately and logged in the job's activity. Prefer not to drag? Open the card and use the Stage dropdown in the panel; it offers the same allowed moves. Either way, the board only lets a job take steps that make sense — a lead can't jump straight to invoiced.
What the card tells you
A signed quote wears its state on the card. Ready to schedule means the customer signed and it's waiting for a week — click it to pick one. If you asked for a deposit, the card shows Awaiting deposit instead until the money arrives, so you never book a start date on an unpaid commitment.
Every card carries the same four things — who, how much, what's next, and who's on it.
An invoiced card carries the payment badge; when it flips to paid, the job is on its way to the archive without you touching it.
Crew on the card
Assign crew straight from the card's panel with the crew chips — the same control the scheduler uses. Who's on the job travels with the job, and assigned crew get their week without logging in.
Week-level here, day-level in the scheduler
The board thinks in weeks — accepting a job gives it a rough start week, which is all a pipeline needs. Exact days and crew planning happen in the scheduler; the two stay in sync, so a move there updates the week here. From a card's panel, Open in scheduler jumps straight to that job on the timeline.
The forecast
Above the board, the forecast projects the value of open work against your capacity, using your win rate and crew capacity from Settings → Pricing. Set those once honestly and the forecast becomes a planning tool rather than a guess.
Next: give won jobs real dates in plan the week with the scheduler.