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Pipelines: tracking every job

A pipeline is your job board. Each opportunity is a card that moves left to right through stages - a typical flow is New Lead, Contacted, Quoted, Booked, Won, and Lost - so nothing slips through the cracks.

The genie moves cards for you. When an appointment is booked or a deposit is paid, the card advances automatically and triggers the right next step - like a reminder or a review request. You're not dragging cards around all day.

Why it matters: open your board any morning and you can see what closed overnight, what's waiting on a quote, and what needs a nudge - a clear picture of your revenue without a spreadsheet.

You can customise stages to match how you actually work (some businesses add 'Site Visit' or 'Deposit Paid'), and add more than one pipeline if you run different job types.

Tip: keep stages to a handful and make each one an action, not a status - 'Quoted' (you did something) is more useful than 'Thinking about it' (they might do something).

Didn’t answer your question? Ask Genie in the chat, or contact support.
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