Pipeline board

The Pipeline page is your board of every deal, laid out as columns — one per stage (New Lead, Quoting, Quote Sent, and so on). It's the home screen for running jobs: each card shows the deal's name, client, and dollar value so you can read the state of the business at a glance.

Finding a job fast

• Search all deals (top of the page) looks across every pipeline and stage as

you type and jumps you straight to a deal.

• Filter narrows the board to cards matching a name or contact — the columns

thin out to just what matches.

• Sort reorders the cards inside every column: by value (highest first), by

name, or by longest in stage — the deal that's been sitting in its current stage the longest goes first, so the jobs you're most at risk of dropping the ball on float to the top.

• If your company runs more than one pipeline, the pipeline picker switches the

whole board between them.

Spotting stale or stuck jobs

Cards on deals the app manages directly (not one mirrored in from HubSpot) carry two small tags so you can see who's holding things up without opening the deal:

• "Waiting on client · Nd" appears when the client still owes you an action —

an unsigned quote or an unsigned agreement — and shows how many days the oldest of those has been outstanding. Hover it to see exactly what's pending.

• "Nd in stage" shows how long the deal has sat in its current stage. It's

plain-coloured for the first two weeks, turns amber once it passes two weeks, and red once it passes three — a quiet nudge to move it along or find out why it's stuck.

Both tags only appear once there's something to show; a fresh deal, or one with nothing pending, looks exactly as it always has.

Moving work along

• Drag a card from one column to another to move a deal between stages. The

board updates immediately — no refresh needed.

• + New deal creates a deal with a name, stage, and value — and, if you like,

the client too, right in the same dialog: type the caller's name and phone/email to create them as a new contact, or search and pick someone already in your client book. Then it takes you to the deal's detail page for the estimate and everything else. When you come back, the new card is on the board with the client's name on it. (Skipping the client section works exactly as before.)

• Show Closed & Lost reveals the columns for finished work when you need them.

The dollar value on each card is the same figure the deal's own page shows — if an estimate has been accepted, that's the accepted total; otherwise it's the deal's recorded amount.

Staff and owners have the full board. Field team members have a read-only version: they can search and open a deal's Details and Estimate tabs, but values, value sort, drag-and-drop, deal creation and office/financial information are hidden. Customers never see the board — they have their own client portal.