Pipeline

Open Pipeline

Navigate to Pipeline from the sidebar (web) or the main navigation (mobile).

Read the stage columns

Jobs are grouped by status: Option, Confirmed, Active, Invoiced. Each column shows your current workload per stage.

Change a job status

Tap or click on a job to open its card. Change the status from the dropdown to move it through the Pipeline.

Check the revenue overview

The top of the Pipeline shows your projected and confirmed income — secured vs outstanding.

Filter and sort

Use the filter controls to narrow down by client, date, or status — useful when your pipeline grows across many clients.