Sales Pipeline
Know what you’re chasing, and what’s next
Track each piece of work you’re trying to win, from the first call to the signed job. Every opportunity has a value, a stage, an owner, and its next step, so nothing goes cold.
What you get
- Each stage shows how many opportunities, and what they’re worth
- The next call or site visit on every card, in red once it’s due
- Wins and due follow-ups show on your Dashboard
Your stages, your way
Start with New, Quoted, Won, and Lost, then rename them, put them in your order, or add your own. The Won and Lost columns show the last 90 days, and older ones are a click away.
Follow-ups with reminders
Add calls, emails, meetings, and site visits to an opportunity, for a day, a time, and the right person. Each person sets their own reminders: at the time, or 15 minutes, an hour, or a day before, on their phone or by email.
From first call to the job
Add an opportunity for a customer you have or a new one, and link it to their job once there is one. Each customer’s page lists their opportunities, and each opportunity keeps a history of every move.
Who sees what
Admins and managers add and move opportunities, and admins set the stages. Read-only staff can look. Opportunities carry values, so team members never see them.
More features
- ScheduleSee who is where, all week.
- Jobs and Job TimelinePlan each job step by step, and watch it move.
- Cost SheetsPrice, materials, and labor hours, room by room.
- Time TrackerHours in, timesheets approved, payroll ready.
- MessagesTalk to your team and your customers in one place.
- FilesQuotes, plans, and photos, shared with the right people.
See Tailgate with your own jobs
Leave your email and phone number, and we'll walk you through a live demo business with real jobs, schedules, and timesheets.