Pipeline - Housecall Pro
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 >>

Housecall Pro pipeline dashboard

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:

  • 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

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Housecall Pro pipeline feature automation settings

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.

  • 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

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Housecall Po pipeline custom intake form

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.

  • Create consistent customer experiences with tailored request forms

  • Communicate effectively and professionally in every interaction

  • Easily schedule jobs from the online booking form

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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.

Pipeline FAQs

How much does Pipeline cost?

Basic – $25, Essentials – $50, Max – $75, Max+ $100

Will I be billed monthly or annually?

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?

Yes, it launched in mid-August!

How does Housecall Pro’s Pipeline tool help with lead conversion

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.