Grow your Revenue
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. 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 >>
What’s included in Pipeline
From start to finish, Housecall Pro is making it easier for you to handle job details. With our new Pipeline solution, you’ll get:
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A drag-and-drop workflow management board that tracks customers across their lifecycle
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Customizable automations that allow you to improve conversions and save time
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A convenient customer intake flow that enables you to schedule jobs more easily
Win more jobs
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.
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Streamline the entire intake process from lead capture to invoice
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Automatically follow up with leads to convert estimates into jobs
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Easily track each lead, ensuring nothing slips through the cracks
Provide consistent service
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.
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Create consistent customer experiences with tailored request forms
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Communicate effectively and professionally in every interaction
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Easily schedule jobs from the online booking form
What Pros are saying about Pipeline:
Get In Touch: 858-842-5746
Let us earn your trust
On average, Pros increase monthly revenue generated through Housecall Pro by 42% after their first year.
See plan options and feature breakdown on our pricing page.
- Drive Sales
- Review Management Software
- Pipeline
- Recurring Home Service Agreement
- Online booking
- Sales proposal tool
- Receive and manage money
- Invoicing software
- Payment
- Expense Cards
- Business Financing
- Consumer Financing
- Know your business
- Enhanced Reporting
- Quickbooks
- Time Tracking
- Job costing and profitability
- Customer management
- business solutions
- Voice solution
- Conquer coaching
- Open API integrations
- Pro Community
- Call answering service
- explore more solutions
- Franchises
- See all solutions
Pipeline FAQs
- How much does Pipeline cost?
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Basic – $25, Essentials – $50, Max – $75, Max+ $100
- Will I be billed monthly or annually?
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You will be billed monthly if you are on our monthly Housecall Pro plan or annually if you are on our annual plan.
- Is Pipeline available on mobile?
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Yes, it launched in mid-August!
- How does Housecall Pro’s Pipeline tool help with lead conversion
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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.