Customer Intake & CRM
Sales pipeline board
Move leads from quote to booked job on a visual pipeline.
Overview
Housecall Pro and Jobber include kanban-style sales boards. Thorbis has a pipeline module but needs tighter estimate-to-job automation.
What we're building
Quotes go out and then disappear into someone's memory, you can't see at a glance which deals are live, which are going cold, and which are ready to book.
Thorbis is building a visual sales pipeline where every lead moves through clear stages from first quote to booked job. Moving a card can trigger automations, and stale opportunities surface before they slip away. When a deal is won or lost, you capture the reason, so over time you learn what's actually closing work. For owners and sales-minded CSRs who want follow-up to be a system, not a sticky note.
What you'll be able to do
- Kanban stages from lead to booked job
- Automations on stage change
- Stale opportunity alerts
- Win/loss reason tracking
- See every open opportunity at a glance
- Tighten the hand-off from estimate to booked job
Rollout plan
- 01
Visual pipeline
In progressMove opportunities through kanban stages from lead to booked job.
- 02
Automation
In progressTrigger actions on stage change and flag stale deals.
- 03
Insight
In progressCapture win/loss reasons to learn what closes work.
Milestones
- Not started:
Pipeline board
Build the kanban lead-to-job board.
- Not started:
Stage automations
Add actions triggered by stage changes.
- Not started:
Stale alerts
Surface aging opportunities before they slip.
- Not started:
Win/loss tracking
Record outcomes and their reasons.
More in Customer Intake & CRM
How to send useful feedback
Name the blocked role
Product feedback is more useful when it names the owner, dispatcher, technician, office user, or customer affected.
Explain the workaround
Describe what your team does today and where the process fails under real work.
Define success
Share what would change after launch: time saved, fewer manual steps, cleaner records, or better customer follow-up.