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Pipelines - How to Assign Pipelines to Estimates/Jobs

How do I assign Pipelines and States to Orders/Jobs? How do you add dollar value to Order/Job Pipelines?

Written by Stephen O'Hara

Assigning a Pipeline to Estimates/Jobs

A Pipeline and State can be assigned to Estimates/Jobs in the Pipeline & State section in the header of the Estimate/Job.  If you have a pipeline set as 'default' for estimates or jobs, the pipeline will auto-matically be assigned at the time of creating the estimate/job.
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The Pipeline and State can be adjusted in the header of the estimate/job at any time. You can even set whether you would like the oppotunity added to the top or bottom of your pipeline board.
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Assigning Value to an Estimate or Job in the Pipeline

Within every Estimate / Job, you have the ability to Assign Value to it simply by adding line items and pricing. This value is a great way to indicate the 'juicy' Orders.  An Estimate/Job's value is factored into the total value and weighted/win percentage value of the Pipeline that the Order/Job is assigned to.

An Estimate/Job's value is factored into the total value and weighted/win percentage value of the Pipeline the Order/Job is assigned to.  See example below from our Pipelines Board page.

Once your Estimate/Job has been assigned to a Pipeline, you can then view and manage its progression through the Pipeline on the Pipeline Board.

To Learn More about Pipelines, Click Here!

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