Pipeline

Every job on one board.
Drag it forward.

Jobs, leads, and estimates as cards in columns you name yourself. Drag a card and the record updates itself, no opening the job, no status dropdown. The whole shop reads the same board and knows exactly where everything stands.

Created → Scheduled → In progress → Done → Paid
The whiteboard, if the whiteboard did the paperwork

Where is everything?
One glance now answers it.

Most shops track this in their head, on a whiteboard, or not at all. The board puts every open job, lead, and estimate in a column, with its dollar value attached, and moving one is a single drag that updates the real record underneath.

Drag it, and it's done

Move a card from Scheduled to In progress and the job's status changes with it. No opening the record, no dropdown. The board is the update.

Your columns, not ours

Add a column called Waiting on parts or Callback list if that's how your shop runs. Pick its colour and icon, drag columns into the order you think in.

Three boards, one habit

Jobs, contacts, and estimates each get a board. Same drag, same cards, same muscle memory whether you're working leads or working trucks.

The money is on the board

Every column shows what it's worth. Read the board left to right and you're reading a cash forecast: what's coming in, what's on the trucks, what's waiting on an invoice.

Know why you lost it

Cancel a job or lose an estimate and the board asks why, one tap: price, timing, went with someone else. In a month you'll know whether you're losing to price or to phone tag.

Stuck cards flag themselves

Set a limit per column, like 5 days in Waiting on parts. Any card sitting past it gets flagged, so nothing quietly dies in the middle of your pipeline.

Nothing slips

The board knows
where every dollar is standing.

Included in the flat price. No CRM add-on, no per-seat fee, no second tool to keep in sync with your jobs.

Start my free trialBook a 15-min walkthrough
14 days free · No credit card