Quick Overview
What You’ll Find in Operations
💼 Pipelines & Deals
A deal keeps your estimate, invoice, contact, tasks, and scheduling details together. Move deals through sales and production stages to track progress clearly.
📅 Sales Events & Calendar
Sales Events are for customer appointments. Use them for estimate visits, walkthroughs, and follow-ups. Sales events sit on the Sales Calendar and can trigger customer emails.
📋 Jobs & Scheduling
Once work is ready for production, create a job. Jobs appear on the Production Calendar. You can assign a project manager and crew, set job dates, and adjust the schedule as plans change.
✅ Tasks & Checklists
Stay organized with internal to-dos like reminders to call a lead or follow up on a deal. Tasks are separate from events and don’t trigger client emails. Use Checklists when the same set of tasks repeats across deals.
🗒️ Notes & Files
Add internal notes or upload supporting documents to any contact, company, or deal. Everything stays organized and accessible for your team.
🏷️ Tags
Use customizable tags to label and organize records—like “Repeat Customer” or “Needs Follow-Up.”
🌐 Lead Sources & Tracking
Track where your leads are coming from—like referrals, ads, or your website. Assign them to deals, estimates, contacts, or companies. Lead Forms create deals automatically from inbound requests.
⚡Automations
Save time by setting up custom automations that keep deals moving through your pipeline.
How the workflow fits together
Create a deal manually or from a Lead Form.
Book a Sales Event for the estimate or follow-up.
Create or link the estimate and move the deal through your pipeline.
When the job is ready, schedule it on the Production Calendar.
Use tasks, checklists, notes, and tags to support the work before, during, and after production.