Service Pipeline
Service Pipeline is lead tracking and lead management software built for service businesses. Every call, web form and walk-in becomes a card on a six-stage pipeline — New Lead, Contacted, Quoted, Scheduled, In Progress, Completed — with the lead's value, source, notes and full history attached. You always know what's slipping and what's about to close.
Drag leads between stages on desktop or your phone. Each card shows the customer, job, value and scheduled date, so a 30-second look tells you what needs a call today and how much revenue is sitting in each stage.
The moment a lead is created, a customer profile exists behind it with notes, appointments, jobs, invoices, loyalty points and custom fields for your niche — vehicle, property size, gate code, whatever you need.
Build a quote or inspection form and embed it on your site with one line of code. Every submission creates the customer, drops a lead into your pipeline and emails you instantly.
Unlimited on the $25/month plan. The free trial is capped at 20 leads so you can test it with real work.
Yes. Reporting breaks revenue and conversion rate down by lead source, service and team member, compared with the previous period.
7-day free trial, then $25/month for your whole team. Square stays your register.
Start 7-day free trial