Visual pipeline CRM built for contractors. Track every opportunity from first lead to signed contract. Custom stages, probability-weighted revenue forecasting, drag-and-drop Kanban board, and a complete analytics dashboard — all inside QuoteIQ.
Build custom pipelines that match how your contracting business actually works. Create unlimited pipelines for different services, set your own stages with probability percentages, and configure everything to fit your sales process. No templates to fight — just flexible contractor pipeline software.
Create unlimited stages that match your exact sales process from initial lead to closed job with drag-and-drop reordering.
Assign close percentages to each stage for realistic revenue forecasting based on HubSpot’s proven methodology.
Create separate pipelines for different services like pressure washing, painting, HVAC, or holiday lighting installations.
Modify pipeline stages, probabilities, and names whenever your process changes without losing existing deal data.
Track every opportunity from first contact to signed contract. Create deals in seconds, attach customer information and estimates, assign team members, and move deals through stages with simple drag-and-drop. Know exactly where every potential job stands instantly.
Create new deals with name, amount, close date, priority, and notes in under 30 seconds from any device.
Move deals between stages instantly by dragging cards across your pipeline board for fast status updates.
Link deals directly to existing QuoteIQ customer profiles to access full contact history and details.
Attach QuoteIQ estimates to deals so you can track exactly which quotes are progressing toward closed jobs.
See your entire sales pipeline at a glance with QuoteIQ’s visual board and list views. Kanban-style columns show deals organized by stage, while list view gives you sortable table data. Switch between views instantly to analyze your pipeline however works best for your workflow.
Kanban-styled board. Visual columns display deals as cards organized by stage with drag-and-drop functionality and stage totals.
Traditional table format shows all deal data in sortable columns for detailed analysis and quick scanning.
Each card displays deal name, amount, close date, priority badge, and notes preview without clicking through.
Column footers automatically calculate total deal value and weighted value for each pipeline stage in real-time.
Make data-driven decisions with QuoteIQ’s built-in pipeline analytics dashboard. See total deal value, weighted forecasts, closed revenue, and average deal age at a glance. Probability-weighted calculations give you realistic revenue projections based on where deals sit in your pipeline — not just wishful thinking.
View the combined value of all deals across every stage in your pipeline for complete opportunity visibility.
Realistic revenue projections calculated by multiplying deal amounts by their stage probability percentages.
Monitor completed deals that moved to Won status to track actual revenue generated through your pipeline.
See how long deals typically sit in your pipeline to identify bottlenecks and improve your close timeline.
Find any deal instantly with QuoteIQ’s built-in search and advanced filtering. Search by deal name or notes, filter by the employee who owns the deal, narrow results by creation date or last activity date, and isolate deals by priority level. Zero in on exactly the opportunities that need your attention right now.
Find deals instantly by searching names and descriptions across your entire pipeline from one search bar.
Filter deals by assigned employee to see individual workloads and track accountability across your team.
Sort pipelines by creation date or last activity date to identify stale deals that need attention or follow-up.
Isolate High, Medium, or Low priority deals to focus on the opportunities that matter most right now.
QuoteIQ Pipelines connects directly to your existing customer data, estimates, and team structure. Assign deals to specific employees for accountability. Link estimates to track which quotes are progressing. Everything works together so your contractor pipeline software fits your actual workflow.
Assign deals to specific team members for clear ownership, accountability, and performance tracking.
Attach QuoteIQ estimates to deals so you can track exactly which quotes are progressing toward closed jobs.
Link your pipeline deals to customers already in your QuoteIQ CRM with full access to contact history and job records.
Each pipeline keeps deals completely separate so pressure washing leads never mix with painting opportunities.
Contractors told us they were losing jobs because opportunities fell through the cracks. Leads came in, quotes went out, but follow-up got buried in sticky notes and forgotten spreadsheets. We built Pipelines because home service businesses deserve real CRM functionality — not enterprise software priced for corporations. Track every opportunity, forecast revenue accurately, and stop losing jobs you should have won.
Stages are fully customizable. You define the process, name the stages, and set the probabilities. Contractors use Pipelines to track anything that moves through sequential steps — not just sales.
Track every sales opportunity from initial lead to signed contract. See exactly how much revenue is in your pipeline at every stage and which deals are closest to closing.
Organize incoming leads by source and qualification status. Track which leads have been contacted, which need follow-up, and which are ready for an estimate.
Monitor active jobs through stages from contract signed to completion. Assign crew members, track progress, and know where every project stands at a glance.
Build a pipeline for past customers who are due for repeat service. Track seasonal outreach, follow-up timing, and rebooking status for recurring revenue.
Track commercial or government contract bids through longer sales cycles. Manage RFP responses, site visits, bid submissions, and award decisions.
Manage referral relationships and partnership opportunities. Track conversations, proposals, and agreements with real estate agents, property managers, or other contractors.
Jobber has no visual pipeline, no Kanban board, no probability-weighted deal tracking, and no sales forecasting — at any price. QuoteIQ includes it on Elite.
Pipelines is included on Elite and Max plans. No add-on. No per-seat pipeline fees.
Pipelines is a visual CRM system inside QuoteIQ for tracking deals and opportunities through custom stages. It uses a Kanban-style board view where deals appear as cards in columns representing each stage of your process. You can also switch to a sortable list view. Deals have names, amounts, close dates, priorities, notes, linked customers, linked estimates, and assigned employees. The system calculates probability-weighted revenue forecasts based on which stage each deal is in.
You can create unlimited pipelines. Many contractors create separate pipelines for different services — one for pressure washing sales, another for painting leads, another for holiday lighting installations. Each pipeline has its own stages, probabilities, and deal data. Pipelines are completely isolated from each other so deals never mix between services.
Yes. Every pipeline has fully customizable stages. You name them, set the probability percentage for each stage, and reorder them with drag-and-drop. Common stage setups include New Lead, Appointment Set, Quote Sent, Negotiating, and Won/Lost — but you can create any stages that match your actual sales process. You can edit stages anytime without losing existing deal data.
Weighted forecasting multiplies each deal’s amount by the probability percentage of its current stage. A $1,000 deal in a stage with 60% probability has a weighted value of $600. This gives you a more realistic revenue projection than just adding up all deal amounts. The analytics dashboard shows both total and weighted values so you can see best-case versus realistic-case revenue at a glance.
Yes. Each deal can be assigned to a specific team member. You can filter the entire pipeline by deal owner to see one person’s workload and deals. This creates accountability — you know exactly who is responsible for following up on every opportunity.
Yes. When creating or editing a deal, you can attach an existing QuoteIQ estimate. This links the quote directly to the deal so you can track which estimates are progressing through your sales process and which need follow-up. You can also link deals to existing customer profiles from your QuoteIQ CRM.
The pipeline analytics dashboard displays six metrics: Total Deal Amount (all deals combined), Weighted Deal Amount (probability-adjusted total), Open Deal Amount (active deals), Closed Won (completed revenue), New Deal Amount (recently created), and Average Deal Age (how long deals typically stay in your pipeline). Each column in board view also shows total and weighted values at the footer.
Yes. Since stages are fully customizable and you can create unlimited pipelines, contractors use Pipelines to track anything that moves through sequential steps. Common non-sales uses include project tracking (Contract Signed → In Progress → Complete), lead management, repeat customer re-engagement, commercial bidding, and referral partnership tracking. Any process with distinct stages can be managed in a pipeline.
No. Jobber does not have a visual pipeline, Kanban board, deal tracking system, probability-weighted forecasting, or sales stage management at any price point. QuoteIQ Pipelines is included on the Elite plan at $249.99/mo with no add-on fee required.
Pipelines is available on the Elite plan ($249.99/mo, up to 7 users) and the Max plan ($399.99/mo, unlimited users). It is not available on Essentials, Beginner, or Pro plans.
Every lead, every quote, every follow-up — tracked visually from first contact to closed job. See where your revenue really stands.
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