Fulfillment Pipeline
Work orders, crew handoffs and job stages tracked from sold job to completion.
Closed work flows in from Sales Pipeline automatically, then moves through your delivery stages. The customer record follows the job, so recurring and repeat customers arrive with their whole history attached — previous scope of work, what was quoted last time, and every communication across the life of that customer.
How it works
01/04
The job lands
A won deal arrives as a scheduled job
This picks up exactly where Sales Pipeline stops. Nobody rebuilds the job from the quote, because the quote is already on it.
02/04
The crew works from it
The tech works from the job record, not a text thread
Photos, notes and changes go on the job while the crew is standing in the house. What happened on site is written down where the office can see it.
03/04
Job complete
Work finished closes the job on the record
Marking the job complete captures what was done, who did it, and what changed on site — the same day the crew leaves.
04/04
History kept
The whole job stays on the customer
Two winters later the record still holds what was fitted, what it cost and who did it. That is what makes the repeat visit easy and the next quote fast.
- Job
- Repipe — 1830 Cedar St
- Came from
- Won opportunity, $8,400
- Scheduled
- Tue, 2 techs
- Attached already
- Quote, scope, contact history
An illustrative example
What it does
Everything Fulfillment Pipeline handles — built in, not bolted on.
- Multi-pipeline management
- Stage tracking for fulfillment
- Metrics tracking
- Integrated chat for customer communication
- Project status management
- Closed deals hand off from Sales Pipeline automatically
- Contact & company records
What changes
What life looks like before and after.
- Before
Another login, another export, another guess.
AfterTrack work after the sale is closed
- Before
Manual work that should happen automatically.
AfterEnsure service delivery completion
- Before
Scattered across tools that don't share a record.
AfterManage ongoing customer projects
- Before
Easy to drop when the day gets busy.
AfterRepeat customers arrive with full history attached
When you'd use it
How operators put this to work.
- CRM
Service business tracking job completion
Work orders, crew handoffs and job stages tracked from sold job to completion.
- CRM
Project-based business managing workflow
Work orders, crew handoffs and job stages tracked from sold job to completion.
- CRM
Recurring maintenance customer returning next season
Work orders, crew handoffs and job stages tracked from sold job to completion.
More in CRM
Explore what else ships in this category.
Sales Pipeline
Quotes, jobs and customers on one board, so nothing stalls between the call and the sale.
Contact & Company Management
Every homeowner, property and company in one record, with calls, texts and jobs attached.
Appointment Scheduling
Estimates and installs booked onto your calendar, with reminders before the truck rolls.
Track the work after the sale, on the same customer record that closed it.