Follow up on quotes with the Sales board (pipeline)

The Sales board is your sales pipeline at a glance: every open request and quote as a card, in columns from new request to approved. Each card shows what it’s worth and how long it’s been sitting, so you can see what needs a follow-up call today. You can move work along by dragging the cards.

Open the Sales board

Choose Sales board at the top of Quotes or Requests.
Or search for “Sales board” or “pipeline” (see Find anything).

It’s there for owners, admins, office staff and estimators. Moving cards takes a role that includes Quotes and sales, the same as changing the requests and quotes themselves. See What each role can see and do.

The columns

Column	What’s in it
New requests	Requests nobody has booked an assessment for yet.
Assessments	Requests with an assessment booked or done.
Drafting quote	Quotes you haven’t sent yet.
Awaiting response	Quotes the client has, including ones where they asked for changes (marked Changes requested in red).
Approved	Quotes the client said yes to that aren’t a job yet.

Each column shows how many cards it has and what they add up to. Quoted, converted and archived requests, and converted, lost and archived quotes, leave the board.

Read a card

A card shows the request’s or quote’s title, the client, its number, and for a quote, its total. A quote that offers Good, Better and Best options shows “From $…”, its cheapest option, with “3 options” beside it, until the client picks one.

The corner of each card says how long since anything changed on it: “today”, or a number of days like “5d”. Cards are in order with the longest-waiting at the top.

At 7 days the age turns amber.
At 14 days it turns red.

Those are the ones to call about. Click a card to open the request or quote.

The numbers at the top

Number	What it counts
Open quotes	What your open quotes add up to (drafts, awaiting a response and approved), with how many quotes and requests are on the board.
Won (30 days)	Quotes converted to jobs in the last 30 days, and what they came to.
Lost (30 days)	Quotes marked lost in the last 30 days, and what they came to.
Win rate (30 days)	Won, out of won and lost together.

An approved quote doesn’t count as won until it’s converted to a job. For longer periods, where your leads came from and why you lost quotes, see Metrics in See your money and how the business is doing.

Move a card

Drag a card onto the next column to do that step:

Drag	From	To	What happens
A request	New requests or Assessments	Drafting quote	Starts a draft quote from the request, the same as Create quote on it (“Quote started”, with Open).
A draft quote	Drafting quote	Awaiting response	Opens the Send quote window, to email, text or copy its link. It moves once it’s sent.
A sent quote	Awaiting response	Approved	Marks it approved in your name, the same as Mark approved on the quote.

Other moves aren’t possible from the board: a column that can’t take the card doesn’t light up. Booking an assessment is done on the request (Take a request and book an assessment), and making an approved quote a job is done on the quote (Convert the quote to a job).

If the client answered the quote while it sat on your screen, dragging it to Approved says “The client has already answered this quote.”, with Open to look at it again.

Mark a card lost or archived

While you drag a card, a box appears at the bottom of the board: Drop here to mark lost for a quote, or Drop here to mark archived for a request. Drop the card on it and confirm:

A quote is marked lost, with the reason “Marked lost from the pipeline”. “You can reopen it later from the quote.” To give a real reason instead, open the quote and use Mark as lost there (see If they say no).
A request is archived. “It leaves the pipeline. You can reopen it from the request.”

This works on approved quotes too, for a client who said yes and then backed out.