Pipeline is the card view of your work. Open it from the left navigation and you get three boards behind one pill switcher at the top:
| Board | What the cards are | What the column sets |
|---|---|---|
| Jobs | Every job | The job's status |
| Contacts | Every customer and lead | The lead status |
| Estimates | Every estimate | The estimate's status |
Each board has its own columns, and your shop decides what they are. Moving a card to a column writes the status behind it — the board isn't a separate tracker sitting next to your data, it is the data.
Moving a card
Two ways, both do the same thing:
- Drag it to the column you want.
- Open the status dropdown on the card and pick the new one.
The customer texts, invoice drafts, and time-clock behaviour tied to that status all fire exactly as they would from the job page.
If you move a card into a column that means lost or cancelled, Run a Call asks for a reason. Pick one of the common ones or type your own — it saves onto the record. Skip is there when you're mid-phone-call and don't have time.
What each column header tells you
The header carries the column name and — on the Jobs and Estimates boards — the dollar total of every card sitting in it. That's the fast read: how much money is stuck in "Waiting on parts" right now.
It also holds a + to drop a new card straight into that column, and the ⋯ menu for everything below.
Building your columns
Adding, renaming, reordering, and deleting columns is owner and admin only. Everyone else can move cards but can't reshape the board.
Add a column
Scroll to the right end of the board and click Add column.
| Field | What it does |
|---|---|
| Column name | What your team sees — Waiting on parts, Needs quote, whatever you actually say. |
| When a card lands here, mark the job as | The real status written to the record. Required. |
| Colour | The column's accent. |
| Icon | Optional. Leave it on Auto to match the status you picked. |
| Flag cards stuck here longer than | Optional. Enter a number of days and any card that sits that long gets an amber edge. Leave it empty to turn it off. |
Two columns can point at the same status. That's how you make a sub-step: Quoted — sent and Quoted — following up both mark the estimate as quoted, so you can track your own process without inventing statuses your reports don't understand.
Reorder columns
Hover a column header — the icon turns into a drag handle. Grab it and slide the column where you want. On a phone or tablet, use ⋯ → Move left / Move right instead.
Edit or delete a column
Click the ⋯ on the column header.
- Edit column reopens the same settings.
- Delete column asks where the cards in it should go first, so nothing gets orphaned. Pick the destination column, then confirm.
A board always keeps at least one column — the delete option is greyed out when you're down to the last one.
Filtering the board
Above the columns: search, Created (a date range), Status, Tags, and — on the Jobs board only — Tech.
The Tech list is built from who's actually on the board, so it doesn't fill up with names that have no work. Mine narrows to your own cards; Unassigned shows what still needs a tech.
The Status filter follows the board you're on — job statuses on Jobs, lead statuses on Contacts, estimate statuses on Estimates.
Boards load up to 500 cards at a time, so filter down on a busy month rather than scrolling.