Pipeline

Pipeline is job management software for UK trades and service businesses, bringing lead management, quoting, scheduling, job tracking, invoicing and customer records into one platform. It helps businesses manage the customer journey from the first enquiry through to completed work and payment, reducing reliance on spreadsheets, paper notes and separate communication tools.

Key features include web, email and phone lead capture, visual sales pipelines, professional quotes and estimates, online quote acceptance and e-signatures, appointment scheduling, recurring jobs, team dispatch, time and materials tracking, on-site photos, notes and customer sign-off. Pipeline also supports invoicing and payments, expense tracking, customer relationship management, reports and analytics, email automations, customer portals and team permissions. Native iOS and Android apps allow field teams to view jobs, navigate to sites, update job records and synchronise information with the office. Integrations include accounting, calendar, payment and communication tools such as Xero, QuickBooks, Google Calendar, Stripe, Twilio SMS and Zapier.