Sales Pipeline

The Pipeline page gives you a visual kanban board of every active deal. Drag cards between columns to update their status. Navigate to Admin > Pipeline to open it.

The board uses the full browser workspace so you can see more columns at once on large screens. On narrower displays, the board still scrolls horizontally when you need to reach later stages.

KPI Cards

Six metrics sit above the board:

Filtering by Type

Use the type filter above the board to show only certain deal types:

• All — Every deal across all service lines.
• Residential — Residential cleaning estimates.
• Commercial — Commercial building and Fleet wash proposals.
• Holiday Lights — Holiday lighting estimates.

The mobile filter intentionally has three business lines. Fleet is part of Commercial. A Generic Quote is not shown as its own line: the rep selects Residential, Commercial, or Holiday Lights on the Generic Quote customer step, and the saved quote appears under that selection. Older generic estimates use their saved customer classification or recognizable scope when available.

The pipeline header now includes the same shared date-range picker used across the office workspace. That lets you review only deals created inside a recent preset or a custom start/end window without leaving the board.

On mobile, each stage uses compact rounded deal cards so the customer, value, lead or estimate number, address, service type, engagement, representative, and time in stage remain scannable without an oversized empty row. Long names and identifiers wrap or truncate within their own metadata area and never displace the amount. The horizontal stage rail keeps labels readable while later stages remain available by scrolling.

Opening a mobile deal uses a compact detail sheet. Proposal, Call, Text, and Email are full-size actions; the opportunity facts share one short card; and stage movement uses a horizontal selector instead of a tall vertical list.

Mobile pipeline filters

The mobile Pipeline page keeps the service-line buttons for a quick Residential, Commercial, or Holiday Lights view. Open Filters for more exact controls:

• Job type — select one or more estimate or service types, including specialty types such as Fleet, Asphalt Maintenance, or Generic when they exist in the loaded pipeline.
• Salesperson — select one or more assigned teammates, or Unassigned. This section is hidden for a sales representative whose record access is already self-scoped.
• Last activity — choose 0–7 days, 8–30 days, or 31+ days based on the latest recorded deal activity.
• Customer tags — select one or more shared CRM client tags.

These controls appear as compact dropdowns that are collapsed by default and summarize their selected values. Tap a dropdown to show only its choices. Opening another dropdown collapses the previous one without clearing its selections, so you can move between filters without filling the sheet with every option at once.

Choices inside Job type, Salesperson, and Customer tags match any selected option. Different sections combine with the period, service-line, and quick filters, so a deal must satisfy every active section. The board metrics and empty state reflect the filtered results. Use Clear all to remove the advanced selections; period, service-line, and quick filters remain active.

Kanban Columns

The board has six columns. Each column header shows a colored dot, the stage name, the number of deals, and the total dollar value in that stage.

Deal Cards

Each card on the board represents one estimate. Cards display:

• Customer name at the top.
• Estimate type badge — a small icon indicating the service line (Home, Building, Truck, or Tree).
• Estimate number (e.g., #1042).
• Total value in monospace font for easy scanning.
• Location — city or abbreviated address.
• Lead score badge — color-coded score if AI lead scoring is enabled.
• Days-in-stage badge — shows how many days the deal has been in its current column.
• SLA progress bar — a thin bar that fills as the deal approaches your configured follow-up deadline.

Drag and Drop

Click and hold a card, then drag it to another column. Release to update the status. The KPI cards and column totals update immediately.

Moving a Card to Lost

When you drop a card into the Lost column, a modal appears. Select a Lost Reason from the dropdown, add optional notes, and click Confirm. This data feeds into your analytics so you can identify patterns.

Moving a Card to Won

When you drop a card into the Won column, the system does two things:

1. Marks the estimate as accepted.
2. Creates a job record automatically.

A toast notification confirms: "Estimate accepted — Job created for {customer name}."

Opening an Estimate

Click any card to open the full estimate detail page. From there you can edit the estimate, resend it, or view the customer's response.

Tips

• Check the board daily. Cards stuck in one column too long need attention. The days-in-stage badge makes them easy to spot.
• Use the SLA progress bar. If a bar is nearly full, it is time to follow up with the customer.
• Filter by type during team meetings. Review one service line at a time for a more focused pipeline review.
• Watch your win rate. A declining win rate over 90 days signals a problem with pricing, follow-up, or lead quality.