Pipeline Live. It's all on the Pipeline.

Built around you

Your phases. Your checklists. Your workflow.

No two shops run a job the same way. We build your Pipeline around how yours works, not the other way around.

Example: a replacement HVAC shop

1Job SoldSales
2PaperworkOffice
3Equipment OrderedWarehouse
4SchedulingDispatch
5InstallCrew
6InspectionOffice
7CloseoutOffice

Four settings per phase. You decide all of them.

NameEquipment OrderedWhat your shop calls it

OwnerGreg, WarehouseWho has the ball

ChecklistOrdered. Pulled. Staged and labeled.What gets checked off before it moves on

Flag after3 daysWhen the job turns amber

We set it up from your answers on the setup form.

An example Pipeline

Every job. Every phase. One screen.

Four phases here. Yours might have seven. See where each job is, who has it, and what's running late.

pipelinelive.com/your-shop

Your Shop Co.

JobsScheduleField NotesCrewsOverview

Morning, Marcus. Let's get it moving.

1Job Sold

Office · Dee · 1 job · flag 3 days

J-1048

Dunn

14 Alder St

Phase 1 of 4 · 2/5 stepsDM

2Scheduling

Office · Sam · 2 jobs · flag 2 days

J-1043▲ 4d

Nguyen

27 Elm St

Phase 2 of 4 · 2/4 stepsSK

J-1047

Hartley

88 Quarry Rd

Phase 2 of 4 · 1/4 stepsSK

3Install

Crew · 2 jobs · flag 5 days

J-1045

Reyes

302 Maple Ave

Phase 3 of 4 · 4/6 stepsMR

J-1046

Patel

9 Harbor Ln

Phase 3 of 4 · 2/6 stepsLP

4Closeout

Office · Dee · 1 job · flag 3 days

J-1041

Okafor

61 Birch Ct

Phase 4 of 4 · 1/3 stepsDM

1Each phase has an owner.
Amber means a job is sitting too long.
The bar shows checklist progress.

Sample data. Names and jobs are made up.

The job card

One card holds the whole job.

Contact, signed quote, documents, materials, crew checklist, notes and history. Open it and it's all there.

J-1045 Rush job

3Install Phase 3 of 4

Reyes

302 Maple Ave · 3-ton split system, replace

WithMR Marcus

Job Sold

Scheduling

Install

Closeout

Customer

Phone(860) 555-0142

Emailm.reyes@example.com

Job referenceRYS-3T-SPLIT

Invoice#2041 · Oct 9

Quote

Signed by Maria Reyes$8,450 · Monday 9:14 am

Documents

Signed estimateSite photos · 6PermitEquipment spec

Materials

Condenser, 3-tonOn site

Line set kitStaged

Disconnect and whipOrdered

Install checklist · 4 of 6

Pad set and levelMarcus · 7:42 am

Line set runLuis · 9:05 am

Electrical disconnectMarcus · 10:20 am

Pull vacuumMarcus · 11:48 am

Startup and photos

Customer walkthrough

Crew notes

LuisPad had settled. Added a shim set before the unit went on.

MarcusCustomer wants the thermostat moved by the kitchen.

History

Job Sold to Scheduling · confirmed by Dee · Mon 9:30 am

Scheduling to Install · confirmed by Sam · Tue 4:12 pm

Sample data. Names and jobs are made up.

Crews

Your crew updates the job from the site.

No driving back to the shop. No end-of-day texts. Crews check in, tick off work and talk in the job thread from the phone, and the office sees it as it happens.

1 · At the site

Check in. Check off.

Tap check in when you arrive. Tick each step as it's done. Every tick is stamped with who and when.

ReyesInstall · 302 Maple Ave

Checked in for today

On site today: Marcus, Luis

ChecklistJob InfoJob Thread

Pad set and levelMarcus · 7:42 am

Line set runLuis · 9:05 am

Electrical disconnectMarcus · 10:20 am

Pull vacuum

Startup and photos

2 · In the job thread

Every job has its own thread.

Notes and questions stay with the job, not buried in a group text. Pin what everyone needs.

ReyesInstall · 302 Maple Ave

ChecklistJob InfoJob Thread

PinnedGate code 4417. Dog is in the yard.

Luis9:12 amPad had settled. Shimmed it before setting the unit.

Dee9:40 amCustomer wants the thermostat moved by the kitchen. Can you price it?

Marcus9:44 am

Dee: Customer wants the thermostat…

Yes. Adding it to the job now.

Message the crew…

3 · At the office

The office sees it live. One tap moves it on.

No calls to ask where it's at. When the last step is done, confirm and the next person has it.

Live on the Reyes job

MRMarcus checked in7:38 am

LPLuis checked off Line set run9:05 am

LPLuis posted in the job thread9:12 am

MRMarcus finished Install1:32 pm

Advance to next phase?

Reyes moves from Install to Closeout. This will be logged in the approval history.

CancelAdvance

DMDee: Reyes is in Closeout.

Sample data. Names and jobs are made up.

One place

One Pipeline replaces the pile.

Stop stitching your jobs together from a pile of different places.

Group textsPaper quotesSpreadsheetsShared calendarsChat appsSticky notesEmail attachmentsPaper checklists

Quotes, signatures, scheduling, crew chat, checklists, documents, invoices and company email. All attached to the job.

What's in it

The paperwork, handled.

Everything a job needs between the first quote and the last invoice.

Phases built for your shop

Your phase names, owners, checklists and flag times. Not a template you work around.

Quote builder

Build a quote in minutes. Print it or save it as a PDF.

E-sign

Send a quote for signature. The job starts when it's signed.

Invoices

Turn a finished job into an invoice without retyping it.

Scheduling

Put jobs on the calendar and assign the crew.

Crew checklists

Every phase has its own checklist. The crew checks it off on site.

Company email

Send quotes and invoices from your own company address.

Name and PIN login

Your crew signs in with a name and a PIN. No email accounts to manage.

Stuck-job flags

A job sitting too long in a phase turns amber, so nothing gets forgotten.

Job threads and crew chat

Every job has its own thread for notes and questions, plus a general chat for the whole crew.

Installs on the phone

Add it to the home screen and get notified when something needs you.

Light and dark mode

Easy to read in a bright truck cab or a dark basement.

Built with an HVAC company that runs on it every day.

How it starts

We build it. You log in.

No setup project. No training week.

STEP 1

Fill out a short form

Company, trade, crew size. Takes a few minutes.

STEP 2

We build your Pipeline

Your phases, your owners, your checklists and your crew, ready to go.

STEP 3

You log in

Add your first job. Your crew signs in with a name and PIN.

Questions

Straight answers.

Who is it for?

Plumbing, electrical, HVAC and other trade shops that run jobs from sold to done.

Does my crew need accounts?

No. Each crew member signs in with a name and a PIN.

Does it work on a phone?

Yes. It's built phone-first for the crew, with a full desktop view for the office.

What does it cost?

Pricing comes at launch. Join the waitlist and we'll let you know.

When can I start?

Join the waitlist. We're opening spots one shop at a time.

It's all on the Pipeline.

Your phases. Your checklists. Your workflow.

Every job. Every phase. One screen.

One card holds the whole job.

Reyes

Your crew updates the job from the site.

Check in. Check off.

Every job has its own thread.

The office sees it live. One tap moves it on.

Advance to next phase?

One Pipeline replaces the pile.

No more “where's that job at?”

No more paperwork in the truck.

No more guessing who has the ball.

The paperwork, handled.

Phases built for your shop

Quote builder

E-sign

Invoices

Scheduling

Crew checklists

Company email

Name and PIN login

Stuck-job flags

Job threads and crew chat

Installs on the phone

Light and dark mode

We build it. You log in.

Fill out a short form

We build your Pipeline

You log in

Not fully launched yet.

Straight answers.