Feature

Your pipeline in dollars. Not lead counts.

See exactly what's quoted, what's booked, and what's at risk — so you can run your week off real numbers.

Lead counts don't pay payroll

Knowing you have '38 leads in the pipeline' tells you nothing. You need to know what's worth chasing this week, what's about to close, and what's stalling out before it costs you the job.

  • Most owners can't quote a real pipeline number on the spot
  • Stalled estimates are the #1 source of lost revenue in service trades
  • Without dollar visibility, the wrong leads get the most attention

A pipeline view designed for service business reality

Drag-and-drop stages from Lead → Quoted → Booked → Won. Every card shows estimated value, age, source, and last touch. At the top: total pipeline value and weekly booked revenue.

What you get

Dollar-weighted pipeline

Total value visible at every stage.

Stalled-lead alerts

We flag deals that haven't moved in N days.

Weekly revenue forecast

Know what's likely to close this week.

Export to your accountant

CSV of booked revenue by week, source, or service type.

How it works

01

Lead enters Quoted stage

When you send an estimate, drag the card forward.

02

Pipeline updates instantly

Stage totals and weekly forecast recalculate live.

03

Booked = revenue logged

Move to Booked, log the final amount, done.

Frequently asked questions

Book more jobs starting this week.

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