Custom opportunity fields
Add fields specific to the job: square footage, permit status, crew assigned.
Pipelines & Opportunities • 03
Where every job stands, from first call to paid, tracked the way your business actually sells instead of a generic template.
The deal record doesn't capture what actually matters for your jobs.
Add fields specific to the job: square footage, permit status, crew assigned.
The pipeline reflects how the job actually moves, not a generic template.
How this fits your business
Nobody uses everything on this list. What gets turned on for you depends on what your business actually needs, and it is covered by a single monthly plan instead of being billed line by line.
This is one piece of the Pipelines & Opportunities suite. If it would fix a real problem in your business, ask and we will talk about turning it on. Everything here connects to the same system, so it works alongside the other tools you already use, not in a separate silo.
Related services in the same suite
Want this turned on for your business?
In 15 minutes, we review your current setup and point out the leaks where money is falling through the cracks. Free, no pitch.