Opportunities: your job pipeline
A drag-and-drop board where every job moves through stages, from new lead to won.
What it does
Opportunities is your sales pipeline, a board where each job is a card that moves through stages (New Lead, Inspection, Estimate Sent, Won and so on). Every card carries a dollar value, so the board also shows you what's in progress and what it's worth.
Why it matters to a roofer
One glance answers "what jobs are moving and what are they worth?" You can see which estimates are still outstanding, which inspections are booked and how much revenue is on the table, so nothing sits forgotten between the quote and the deposit.
Move a job through the pipeline
Add a job, then drag it forward as it progresses.
- Open Opportunities from the left menu.
- Click + Add Opportunity, pick or create the contact and enter the job's value.
- Drag the card to the next stage as the job moves: Inspection, Estimate Sent and so on.
- Open the card any time to update its value or details.
- Mark it Won or Lost when it's decided. This is what keeps your numbers accurate.
