One pipeline for every lead and job
The whiteboard in your head works until the day it does not. This puts every lead and every job on one board, first call to paid, with the app on your phone.
The problem
Somewhere out there is an estimate you never sent
You walked the property, measured everything, told the homeowner you would get them a number by Friday. Then two emergencies and a supplier problem later, Friday came and went. They did not chase you for it. They just hired the company that sent theirs. You never even got to lose on price.
Keeping it all in your head worked when it was you and a helper. Now it is a dozen open jobs, three pending quotes, a callback you promised somebody's mother, and a crew asking where they are going Monday. So the cracks show up in expensive ways. Two crews roll up to the same address. A customer calls asking about the quote nobody remembers promising. And the question that haunts every growing shop: who was supposed to call them back?
Paper and memory do not scale. There is simply more business than one head can hold. The fix is a board where every lead and job lives, visible from your phone, so nothing depends on you remembering it.
How it works
Every job on one board, first call to paid
Leads become cards. Cards move through stages. Nothing falls off the edge.
- 1
Every lead lands on the board
Calls, texts, website chats, and form fills become cards automatically. No typing anything in after a long day.
- 2
Jobs move through your stages
New lead, estimate sent, scheduled, in progress, done, paid. Named for how your work actually flows, not some sales team's.
- 3
The board flags what is stuck
A quote sitting untouched for a week stands out on the screen instead of hiding in your memory until it is too late.
- 4
Paid closes the loop
Once the money lands, the card hits the last column and the job is done on paper as well as in the driveway. Tracking it here is Pro. Sending the invoice and taking the card is a Grow feature.
What you get
The whole business on one screen
- One board, every job. Every open lead, pending quote, and scheduled job in one view. Ten seconds of looking replaces an hour of trying to remember.
- The owner app on your phone. Check the board from the truck, move a job forward from the driveway, see what came in while you were under a sink.
- Conversations attached to jobs. Every call, text, and chat with a customer sits on their card, so "what did we tell them" takes one tap to answer.
- Nothing goes stale quietly. Cards that stop moving are visible at a glance, so the forgotten estimate stops being a thing that happens to you.
- Built around your trade. We set up the stages with you on the kickoff call to match how your jobs really run, then adjust them as the business changes.
- Power dialer on Grow. Call down a list straight from the board, one number after another, with notes and outcomes logged automatically as you go.
Timeline
On the board by the end of the week
Day 1
One short call
We map how a job moves through your shop today, from the first ring to the final payment, and turn that into your stages.
Mid-week
Your pipeline takes shape
The board goes up with your stages, new leads start landing on it, and the owner app goes on your phone.
Day 7
Full system live
Your website, inbox, booking, and pipeline are running together.
One system
Works with the rest of the system
The board shows the work. These pieces move it along.
Pro
Unified inbox
Every conversation attaches to the job it belongs to, so the card and the messages tell one story.
Learn more →Grow
Estimates and e-sign
Quotes go out from the card and move the job a stage forward the moment the customer signs.
Learn more →Grow
Invoicing and text-to-pay
The customer pays by text and the job lands in the paid column, closing the loop without a deposit run.
Learn more →Grow
Reactivation campaigns
Finished jobs on the board become next season's outreach list instead of names you never contact again.
Learn more →Answers
CRM pipeline questions
I am not a computer guy. Is this complicated?
If you can move a magnet on a fridge, you can move a card on this board. Jobs slide from one column to the next with a thumb. We set the whole thing up for you, and the app on your phone shows the same board you would see anywhere else.
Do I have to type every lead in myself?
No. Calls, texts, website chats, and form fills create cards on their own. The board fills itself from the ways customers already reach you. The only manual entry is the occasional lead that walks up to you at the hardware store, and adding that one takes seconds.
My whiteboard has worked for years. Why change?
Because the whiteboard is in the office and you are in a crawlspace. It cannot remind you about the quote from nine days ago, it does not show the conversation behind each name, and it gets erased. The board does the same job the whiteboard did, except it travels with you and never forgets.
Can my office manager or crew see it too?
Yes. Anyone you add sees the same board, so "who was supposed to call them back" becomes a question the screen answers instead of an argument. You choose who can move jobs and who can just look.
What happens to jobs after they are paid?
They stay on file with the full history: the conversations, the estimate, the invoice. That record becomes your list for next season, when a text to past customers can fill a slow week. Finished work is an asset, and the board is where it collects.