Pipelines in QuoteIQ
- All American Pressure Cleaning

- 13 hours ago
- 2 min read
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
Create a Deal
Add a new lead or job, including the estimated value and expected close date.
Move It Through Stages
Drag the deal card from stage to stage, such as New Lead, Estimate Sent, Approved, or Lost.
Monitor Performance
View stage-level insights like total dollar value, win rates, and conversion trends.
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.



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