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Pipeline & profit

Catch the underpriced job before install — not at month-end.

One pipeline from lead to paid, with live profitability on every card and the payroll math handled when a job closes.

Lead source and close rate
The sales funnel widget: leads, quoted jobs and sold jobs with conversion rates

What it does

  • Live job P&L

    Dollar margin and percent margin on every job, updated the second a line item changes.

  • Crew pay & commissions

    Mark a job complete and payroll plus commission lines queue automatically, with a clean bookkeeper export.

  • Automated follow-ups

    Unsigned for 3 days? Lost storm quote? Each path runs its own sequence — no manual reminders to set.

  • Cash flow forecast

    See the money coming in and going out across the weeks ahead, not just a snapshot of today.

  • Job pipeline & scheduling

    Drag jobs through your stages and book crews on the calendar in the same place you estimate.

  • Reports owners actually read

    Profit, close rate, and pipeline by rep — plain numbers, not a BI tool you need a course to use.

Find out what a buyer would cut the price for.

We review

  • Pipeline
  • Job margins
  • Handoffs
  • Reporting
  • Owner-held decisions

What happens next

  1. 01We reply within one business day
  2. 02A 30-minute call on your numbers
  3. 03You leave with the first move

30 minutes on your numbers. No pitch.

Not ready for a call?

See where you stand
Pipeline & profit · Eaveside