Overview

Housecall Pro's Pipeline is a comprehensive intake process and workflow management tool designed to streamline operations for home service businesses. It enables users to efficiently manage customer interactions from initial lead capture through to invoicing, enhancing productivity and ensuring a seamless customer experience.

Features and Capabilities

• Drag-and-Drop Workflow Management Board: Track customers throughout their lifecycle with an intuitive interface that allows for easy movement of tasks and information.
• Customizable Automations: Set up automated email and text message sequences for leads, estimates, and jobs to improve conversions and save time.
• Customer Intake Flow: Simplify job scheduling with a convenient intake process that ensures all necessary information is captured efficiently.
• Lead Tracking: Monitor each lead's status to ensure timely follow-ups and prevent potential opportunities from being overlooked.
• Estimate Conversion: Automatically follow up with leads to convert estimates into jobs, reducing manual effort and increasing job acquisition rates.
• Consistent Service Delivery: Maintain high service standards by ensuring all customer interactions are tracked and managed effectively.