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Manage your sales pipeline with deals, deal stages, and estimate linking.
A deal represents a sales opportunity or active job in your pipeline. Deals help you track work from first contact through completion. Link estimates, move deals through customizable stages, and track job costs on production deals.
Important: this feature requires the paid Operations add-on.
Introduction to Deals — Understand what deals are and how they fit into your workflow
Create a Deal — Start a new deal manually or from a lead form submission
Deal Stages — Customize the stages in your sales pipeline
Job Costing — Track labor, materials, and other costs on production deals
Link Estimates to Deals — Connect estimates to their associated deals
Unlink an Estimate — Remove the connection between an estimate and a deal
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