Lead Pipeline

Review leads quickly and move the right ones into the schedule

Use this page to triage inbound quote requests, keep the active pipeline clean, and convert approved work into live jobs without bouncing around admin.

Open Jobs 0

Pending Quotes

0

Need review or follow-up

Reviewed

0

Reviewed and waiting on final quote

Quoted

0

Sent and awaiting approval

Approved

0

Ready to schedule or already converted

Create Phone Quote

Need to enter a call-in customer quickly? Open the dedicated workspace with built-in scheduling.

Create Quote

Quote Pipeline

Review new leads, set expected pricing, reject bad fits, and convert approved quotes into live jobs.