Pipelines in QuoteIQ

QuoteIQ Pipelines is a visual, Kanban-style sales and job management system built directly into the QuoteIQ field service platform. It’s designed to help service businesses track leads, estimates, and jobs through fully customizable stages—such as New Lead, Estimate Sent, and Approved—so nothing falls through the cracks. From first contact to completed job (including recurring work), everything stays organized and synced across desktop and mobile in real time.

Key Features & Benefits

• Visual Pipeline View

  A drag-and-drop board that makes it easy to move leads and jobs between stages, similar to tools like Trello or Asana.

• Customizable Stages

  Build pipelines that match how your business actually works, whether for sales, job progress, or internal workflows.

• Revenue Forecasting

  Assign probability percentages to each stage to generate weighted revenue projections and better predict future income.

• Automation & Integration

  Automate follow-ups and connect pipelines with scheduling, e-signatures, invoicing, and other QuoteIQ tools.

• All-in-One Management

  Keep customer details, job history, estimates, and communication centralized in one system.

• Real-Time Sync

  Any update is instantly reflected across all devices for your entire team.

How It Works

1. Create a Deal

   Add a new lead or job, including the estimated value and expected close date.

2. Move It Through Stages

   Drag the deal card from stage to stage, such as New Lead, Estimate Sent, Approved, or Lost.

3. Monitor Performance

   View stage-level insights like total dollar value, win rates, and conversion trends.

4. Automate the Next Step

   Trigger scheduling, reminders, or invoicing automatically as deals move forward.

At its core, QuoteIQ Pipelines gives service businesses a clear, visual way to manage sales and jobs while applying powerful CRM functionality to the entire customer journey—from first call to final invoice.