Customers and pipeline
Every lead, quote, job and invoice on one board
The Work board shows each piece of work once, in the stage it has reached: Lead, Qualified, Quoted, Scheduled, In progress, Invoiced, Paid. The totals on top show what is in the pipeline, in production and still owed.
Contacts, companies and properties
Customers, contractors and your own team, with every address, tag, photo, document and the full history in one place.
A 7-stage pipeline
An opportunity becomes a quote, a job, then an invoice. The card moves on its own; nobody re-types anything.
Your services, your way
Painting, fences, decks, remodeling or whatever you sell. Name your service types and filter everything by them.







