- Platform /
- Sales & Estimating /
- Jobs & Pipeline
One Jobs & Pipeline
Track every job from the first phone call to the final payment. One record for the customer, work sold, price, technician, schedule, and status, moving through a pipeline built for how foundation repair jobs actually run.
Fig. 01
Jobs & Pipeline
Full Job Record
Customer, address, work sold, price, technician, dates, and status in one place.
Kanban Pipeline
Click through to job detail, or drag and drop by a dedicated grip handle.
Automated Reminders
Stage changes can trigger callback reminders for the scheduler automatically.
Crew Assignment
Assign a lead technician plus additional crew members to any job.
Built for how these jobs actually move.
Five capabilities working together underneath the pipeline you see.
01 Job Type Tags (Service Verticals)
- Tag jobs by repair type (piering, waterproofing, crawl space, etc.) at Settings → Job Type Tags.
- Filter the Jobs list, FR Pipeline Kanban, and Reports KPIs / Lead Attribution by tag, so you can segment waterproofing vs. foundation repair without running separate pipelines.
02 Multi-Workflow Pipelines
- Run multiple workflows per business, e.g. Residential Piering, Waterproofing, Commercial, each with its own stage set.
- Jobs bind to one workflow; the Kanban board shows workflow tabs to switch between pipelines.
- Settings → Workflows lets you create, rename, reorder workflows, and assign stages per workflow.
- New jobs inherit the default workflow, and stage moves stay workflow-aware across both the API and the UI.
03 Customizable FR Pipeline (Default 18 Stages) With Stage Gates
- Jobs move through phase-grouped Kanban columns, like Pre-Production and Production.
- Stage gates block advancement until prerequisite stages are complete. A blocked drag shows a clear "Stage gate" message instead of silently failing.
- Stage completion is tracked with a full audit trail.
- Pipeline Stage Settings (Settings → Pipeline Stages) let owners and admins rename, recolor, reorder, add, and soft-delete stages. The slug auto-regenerates on rename to keep milestone billing triggers in sync.
- A dependency check runs before deletion, showing how many jobs, automation rules, and milestone billing items reference a stage, with the option to reassign to another stage.
- The default pipeline stage is protected and can't be deleted via API or UI.
04 Permits & Engineering (Per Job)
- Permit records follow a status workflow: submitted → approved → expired.
- Document attachment links live on each permit.
- A permit_approved automation trigger fires the moment a permit is marked approved.
05 Milestone Billing on Job Detail
- A visual progress panel shows auto-generated milestone invoices tied to pipeline stage triggers.
- Payment schedules are configured at Settings; milestone invoices are created automatically when a job reaches the configured stage.
- Each payment schedule item can specify a trigger stage, so milestone invoices fire the moment a job enters that stage.