Pipeline

The Pipeline is where work happens. It's your view of every quote and job, from first enquiry to final invoice.

The Workflow

Customer enquiry → Quote → Accepted → Job → Complete → Invoice

1. Create a quote — Build a professional quote with line items
2. Send it — Email directly or download as PDF
3. Convert to job — When accepted, turn it into a trackable job
4. Track progress — Move jobs through your workflow stages
5. Invoice — Create an invoice when the work is done

In This Section

• Creating Quotes — Line items, pricing, templates
• Sending Quotes — Email, PDF, customer portal
• Managing Jobs — Your active jobs list
• Job Stages — Customise your workflow
• Notes and Photos — Document your work