Pipeline is an intake process and workflow management board that helps you to input, track and automate your work from estimate > invoice. Our powerful, time-saving automations allow you to improve your lead and estimate conversions and never lose out on a potential job.
Already a customer? Activate Pipeline now >>
From start to finish, Housecall Pro is making it easier for you to handle job details. With our new Pipeline solution, you’ll get:
A drag-and-drop workflow management board that tracks customers across their lifecycle
Customizable automations that allow you to improve conversions and save time
A convenient customer intake flow that enables you to schedule jobs more easily
Skip the overwhelming tasks. Increase your revenue with customizable email and text message automations for leads, estimates, and jobs. Now you can focus on growing your business instead of manually following up with customers.
Streamline the entire intake process from lead capture to invoice
Automatically follow up with leads to convert estimates into jobs
Easily track each lead, ensuring nothing slips through the cracks
Make sure your customers receive top-notch service. Our customizable intake form with pre-built request guides makes it simple. Standardize how your team adds new leads, jobs, or estimates and schedule it all in one central location.
Create consistent customer experiences with tailored request forms
Communicate effectively and professionally in every interaction
Easily schedule jobs from the online booking form
On average, Pros increase monthly revenue generated through Housecall Pro by 35% after their first year.
See plan options and feature breakdown on our pricing page.
Basic – $25, Essentials – $50, Max – $75, Max+ $100
You will be billed monthly if you are on our monthly Housecall Pro plan or annually if you are on our annual plan.
Yes, it launched in mid-August!
Simply put, Pipeline helps HVAC contractors win more business by converting more estimates into jobs. Pipeline’s workflow management board helps contractors input, track, and automate their work from lead to invoice.
Customized automations: With customizable automations, contractors can improve their lead and estimate conversions and never lose out on a potential job. Did we mention it saves a ton of time? It does.
Manage on the go: Whether on a job site or on the road, contractors can follow up with leads, estimates, and jobs from any device, including a tablet or phone, so that nothing ever slips through the cracks.
Smooth intake process: With Pipeline, you’ll streamline the entire intake process. It all starts with an intake form that makes it easy for anyone in your company to add a new lead or job, eliminating time-consuming back-and-forth communication with customers.
Pipeline can help HVAC contractors grow their revenue with time-saving automations and a streamlined intake process that allows them to provide excellent customer service from anywhere. This is business management made simple.
Track every opportunity, automate follow-ups, and keep jobs moving—more control, less back-and-forth.
Already a customer? Activate Pipeline now
Stay on top of every job in your pipeline—from anywhere, at any stage.
Turn leads into jobs faster with custom intake forms and automated follow-ups.
Keep your team on track with a visual workflow that you can update on the go.
Yes, you do need Pipeline, especially if you’re planning on growing.
PAIGE S | SUSTAINABLE PLUMBING, LLC
Stay organized and in control with a centralized hub that keeps every job, lead, and interaction in one place.
Get a visual overview of your leads at every stage of the pipeline.
Reference past jobs and communication history to simplify follow-ups and strengthen customer relationships.
Use pre-built job intake templates to record info, improve reporting and reduce errors.
Get the right information upfront, take action faster, and convert more leads into paying customers.
View every opportunity by pipeline stage—so you always know what’s next.
Use pre-built, industry-tailored intake guides to collect the right information for each type of job.
Automate follow-ups so no lead slips through the cracks.
Update your workflow, edit on mobile, and send invoices on the go—without slowing down.
Edit your workflow board on the go with full mobile access.
Drag and drop jobs to update their pipeline stage in seconds.
Use Quickviews pop up editor to send invoices or update job details—right from your dashboard.
Respond faster, follow up less, and never miss a new lead—so you can keep your business growing.
Create automated follow-ups to send at every stage in your pipeline.
View new leads from your Online Booking form populate on your dashboard in real time.
Get instant updates to your Job Inbox when a new lead comes in.
pro jobs completed
avg. pro revenue growth*
avg. hours saved per week
*Data based on average monthly revenue generated through Housecall Pro after the first year of using the platform.
Easily manage your calendar, stay organized, and update your team and customers in real time.
Expertly designed with chat, reviews, and booking integrations to help you attract more customers.
Give customers the option to book and pay online directly from Google search or your website.
24/7 call answering that lets you grow your business while reclaiming your nights and weekends.
Yes, Pipeline is available on mobile so you can manage leads on the go.
Jobs booked from your Online Booking form will show up in Pipeline under your jobs column.
Yes , you can set up automated texts and emails with custom text to send at different stages of the customer journey.
No credit card required.
