How to Track Jobs in the Pipeline

The pipeline feature (currently in Beta) helps you track jobs and their progress through different stages using a visual card-based system.

Accessing the Pipeline

Click on Pipeline in the navigation menu to view your jobs organized by status or stage.

Pipeline Overview

The pipeline displays:

• Job cards organized in columns by status
• Total number of jobs in the current view
• Total value of all jobs being tracked
• Date range filter on the right side

Filtering by Time Period

You can adjust the time period to focus on specific activities:

• Last year - shows all activity (default view)
• This week - current week's activity
• Last 30 days - recent month's activity This helps you see job progress within relevant timeframes.

Moving Jobs Through Stages

You can update job status by dragging cards between columns:

• Drag a job card from one column to another
• Track progress as jobs move from estimating to inspection to production
• Column headers show how many jobs are in each stage

Pipeline Types

Roof Chief offers different pipeline views for different purposes: Sales Pipeline - track leads, estimates, and sales progress Production Pipeline - monitor jobs that need field work completion Switch between pipeline types to focus on specific aspects of your business.

Automatic Notifications

You can receive automatic messages when jobs move between pipeline stages, keeping your team informed of progress changes.

Setting Up Custom Pipelines

To create or modify pipelines:

1. Go to Settings
2. Click Account
3. Select Info Settings
4. Choose Job Pipelines From here you can:

• Add new pipelines for different workflows
• Add different statuses or stages to existing pipelines
• Customize the pipeline to match your business process The pipeline feature provides a visual way to manage job flow and ensure nothing falls through the cracks.