Pipeline Mobile

Pipeline is a business management app for tradespeople and service businesses.

Manage your customer relationships, sales pipeline, jobs and finances from one place.

Key features:

• Dashboard and work board
See upcoming work, active jobs, leads, quotes and important business activity at a glance.

• Leads and CRM
Track new enquiries, manage customer information and move prospects through your sales process.

• Customers and properties
Keep customer details, property addresses and related business records organised.

• Quotes
Create, edit and manage professional quotes, including validity dates, descriptions, discounts and tax.

• Jobs
Create and track jobs linked to customers, properties and quotes.

• Invoices
Create invoices with invoice dates, payment terms, due dates, line items, discounts and tax.

• Payments
Record payments, payment methods and payment dates, and monitor paid, partially paid and outstanding invoices.

• Reports
Review revenue, payments, expenses, profit and business activity through reporting tools.

• Documents and attachments
Download quotes, invoices and job documents as PDFs, and attach photos to relevant business records.

Pipeline is designed to help service businesses stay organised, manage work efficiently and keep their financial records up to date.