QuoteIQ Pipelines FAQ

What is QuoteIQ Pipelines?

QuoteIQ Pipelines is a visual workflow tool that helps you track leads, estimates, and jobs as they move through your business. It gives you a clear, drag-and-drop view of where every opportunity stands—from first contact to completed job.

Who is Pipelines built for?

Pipelines is designed for service businesses that send estimates, schedule jobs, and manage customers. It works especially well for home service companies that want a simple way to track progress without spreadsheets or sticky notes.

How does the pipeline view work?

Each lead or job appears as a card on a visual board. You can move cards between stages like New Lead, Estimate Sent, Approved, or Completed just by dragging them. This makes it easy to see what needs attention at any moment.

Can I customize my pipeline stages?

Yes. You can create and name stages that match how your business operates. Whether you want a simple sales pipeline or a more detailed job workflow, you can set it up your way.

Does Pipelines help with follow-ups?

Yes. Pipelines connects with other QuoteIQ tools, allowing you to automate follow-ups and next steps as leads move through stages, helping you stay consistent and avoid missed opportunities.

Can Pipelines help me forecast revenue?

Yes. Each stage can be assigned a probability, allowing you to see weighted revenue projections based on where leads and jobs currently sit in your pipeline.

Is Pipelines connected to estimates, scheduling, and invoicing?

Yes. Pipelines ties directly into the rest of QuoteIQ, so estimates, scheduled jobs, signed approvals, and invoices stay connected as a lead moves forward.

Can my team use Pipelines on mobile?

Yes. Pipelines updates in real time across desktop and mobile, so your team can move deals, update statuses, and stay aligned whether they’re in the office or in the field.

Does Pipelines replace notes or spreadsheets?

For most businesses, yes. Pipelines centralizes lead status, job progress, customer information, and history in one place, reducing the need for manual tracking.

What’s the main benefit of using Pipelines?

The biggest benefit is clarity. Pipelines shows you exactly what’s happening in your business, what needs action next, and where revenue is coming from—all in one visual view.