01
Task lists & templates
Break a job down into steps in your job management software. Save the breakdown as a template so the next bathroom install or service call sets up in seconds.
Job management
Job management software that keeps every job on schedule
Pipeline’s job management software lets you plan tasks, dispatch your team, track time and materials, and capture sign-off on site - all from one job record.
The benefits, at a glance
- Visual schedule across team members and days
- Task templates for repeatable job types
- Recurring jobs for maintenance and service contracts
- Capture photos, notes and customer sign-off on site
- Real-time job status from quote → completion
Inside jobs
02
Crew scheduling
Drag jobs onto your team calendar. See who is free, who is overbooked, and shift jobs around in seconds.
03
On-site sign-off
Customer signs the completed work on a phone or tablet. Photos, notes and signature attach to the job permanently.
04
Recurring jobs
Service contracts, monthly cleans, planned maintenance - schedule once and Pipeline generates every visit automatically.
Explore the rest of Pipeline
AI Assistant
Pipeline MCP turns Pipeline into AI CRM software that connects to ChatGPT, Claude and other compatible assistants, so you can ask questions, review your work and carry out everyday sales and operations tasks in plain English.
Leads
Stop losing work to missed emails and forgotten phone calls.
Quotes
Pipeline’s quoting software builds professional quotes in minutes from a library of saved line items.
Ready to bring order to your pipeline?
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