Sales Pipeline

Your sales pipeline shouldn't live in your inbox.

A visual, status-driven pipeline from first enquiry to a paid job. Stages: Enquiries, Proposals, Work Orders, Invoiced, Paid. Cards advance automatically as deals progress. Nothing to drag. Attach the field evaluation, run an Aerial Field Measurement without a site visit, generate the proposal, convert to a signed binding contract, click a card to open its detail, all without leaving the page.

Leads

Capture from web forms, email forwards, or manual entry. See each deal's value, stage, and customer at a glance.

Field Evaluations

Mobile-friendly inspection forms. Photo capture during walk-through. Auto-populates proposal scope. PDF export for the customer.

Aerial Field Measurement

Measure the field from satellite imagery instead of driving to it. Compare against regulation dimensions. Auto-generate a priced material takeoff. See /features/aerial-measurement.

Signed binding contracts

Once the customer signs a proposal, it becomes a locked contract with document versioning. Change orders update the contract value, and the trail is preserved for review.

Project Tracker

Every job on one line, with stage, contract value, cost-to-date, and gross margin. Included in Professional and Enterprise.

Auto-advancing board

Accept a proposal and the card moves to Work Orders. Invoice a job and it moves to Invoiced. Record the payment and it moves to Paid. The board reflects reality without anyone dragging anything.

Deal-flow pipeline board with enquiries, proposals, work orders, invoices and paid deals.
From first enquiry to paid — your whole pipeline at a glance.
Project Tracker showing every job on one line with stage chips, price, and notes
Project Tracker — every job on one line, from lead to paid. Included in Professional and Enterprise.

Ready to see it on your own fields?

Invite-only onboarding. Guided setup, data migration, and crew training included.

Invite-only onboarding, we work with a select number of companies so every setup gets proper attention.