join pipeline beta

Convert more estimates into jobs

Pipeline is an intake process and workflow-management board that helps you to input, track and automate your work from estimate > invoice. 

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Pipeline Product Demonstration in HCP

What’s included in Pipeline

  • A simple workflow-management board that tracks customers across their lifecycle
  • Customizable automations that allow you to improve estimate-to-job conversion 
  • A  convenient customer intake flow that enables you to schedule jobs more easily 

Win more jobs

Save time and convert more estimates to jobs with customizable email and text message automations. 

COMING SOON: Leads board with automations! 

Pipeline Product Demonstration in HCP
request-description-guide

Provide consistent service

Standardize the way your team adds new jobs or estimates with our customizable intake form which includes pre-built request guides. Now, you can ensure that your customers receive top-notch customer service, and that you have all the info you need to easily schedule jobs in one central location.  

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And increase your revenue

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