Table of Contents
Overview
The Sales Pipeline in Jobber helps you stay organized and in control of your sales process by showing all your opportunities in one clear view. Requests and quotes appear as cards on a kanban board that moves through each stage of your pipeline, so you always know what’s new, what’s waiting for follow-up, and what’s ready to move forward. With this at-a-glance visibility, you can prioritize the right opportunities, respond faster to clients, and prevent work from slipping through the cracks.
Sales Pipeline Availability
Sales Pipeline is only accessible to admin users.
Sales Pipeline is available on the Plus Plan.
A previous version of Sales Pipeline was available through Jobber Labs. This version provides a read-only view of the pipeline and does not include features such as custom stages, drag and drop actions, or closed won and lost reporting.
To check what plan you're on, select the Gear Icon, then chose Account and Billing. If you have any questions about your plans features or pricing, our support team is here to help!
Get started with Sales Pipeline
To access Sales Pipeline, select the Pipeline tab on the side navigation.
Your pipeline is automatically filled with opportunities based on the work you already have in your Jobber account. Requests and quotes appear as cards that move through each stage of the pipeline.
What is an opportunity?
In Sales Pipeline, an opportunity represents a potential piece of work with a client. Opportunities are created automatically from requests and quotes in Jobber. Each opportunity is shown as a card on the pipeline board, moving through stages as the sales process continues. A request becomes an opportunity as soon as it’s submitted by a client. When you create a quote, that quote is tracked as its own opportunity. If a client has multiple requests or quotes, each one will appear as a separate opportunity, so you can manage them individually.
The Sales Pipeline is displayed as a Kanban-style board, where each card represents a sales opportunity. Opportunities are created from requests or quotes and move through stages as work progresses.
Cards are the building blocks of your pipeline and include:
- Client details: The card shows the client’s name so you know who the opportunity is for at a glance
- Opportunity value: If the opportunity is a quote, the dollar value will be displayed on the card
- Date: This is the date the when the opportunity was created
-
Freshness indicator: Color-coded chips make it easy to spot which opportunities are new and which are going stale
- Green: This opportunity is less than 1 hour old
- Red: This opportunity is older than 24 hours
What are the Sales Pipeline stages?
The default stages cover the flow from new requests through to quotes, so you don’t need to set anything up. As you create and update requests or quotes in Jobber, those opportunities will appear and update in your pipeline automatically, giving you a clear, organized view of what’s happening in your sales process.
New opportunities in your Sales Pipeline flow through Jobber's workflow from the request stage up until the work is won or lost. Cards advance through the stages automatically when you take actions in Jobber. For example, when a quote is approved, the opportunity moves to Won.
The board only shows active opportunities, so once an opportunity is marked as won or lost, it's removed from the pipeline so you can focus on your active work. Your closed opportunities will still be accessible through the Sales Outcomes report.
Here is a breakdown of the stages within your Sales Pipeline:
- New Request: A new client request has been submitted and is waiting for follow-up.
- Assessment Unscheduled: A request has been created but no assessment has been scheduled yet. Schedule an assessment for this request to move it to the "assessment scheduled" stage
- Assessment Scheduled: An on-site or virtual assessment has been scheduled with the client. Once the assessment has taken place, complete the assessment to move it to the next stage, "assessment completed".
- Assessment Completed: The assessment has happened and been completed in Jobber. Convert the request to a quote to move it to the next stage.
-
Quote (Draft / Awaiting Response / Changes Requested): Quotes are created and move through statuses automatically reflecting their quote status.
- Draft: These are quotes that have not been sent to the client (or marked as sent). Send the quote (or mark it as sent) to move it to the next stage, "awaiting response".
- Awaiting response: The quote has been sent (or marked as sent), but the quote has not been approved yet or had changes requested. If the quote has been in this stage for a while, you may want to follow up.
- Changes requested: The customer has reviewed the quote and requested changes on it.
Track your closed opportunities
Track closed opportunities more clearly, including those you didn’t win, so you can learn from them and strengthen your sales process. When an opportunity is won or lost, it is automatically removed from the board so you can stay focused on work that’s still in progress.
At the top of the Sales Pipeline, there two boxes that show your won and lost opportunities from the last 30 days. Click each box to open the Sales Outcome report filtered by either won or lost (depending on your selection).
For both won and lost, the boxes show the total count of opportunities and value.
Closed won
Closed won means the opportunity has successfully turned into booked work. An opportunity is marked as Closed Won automatically when:
A quote is approved, or
A job is created (from a quote or as a standalone job).
Once marked as won, the opportunity is removed from the pipeline and included in your sales outcome reporting.
Closed lost
If an opportunity is no longer moving forward, you can mark it as Lost directly from the pipeline card (except in the Draft Quote stage). Marking a quote or request as Lost will automatically archive the quote or request.
To mark an opportunity as lost:
Open the opportunity from the pipeline.
Select Mark as Lost.
Choose a lost reason (optional).
Confirm your selection.
Once confirmed, the opportunity is removed from the pipeline. If the opportunity includes a request or quote, those records will be archived.
Create custom stages
Custom stages let you personalize your sales pipeline so it matches the way your business sells. You can create up to 25 custom stages and place them almost anywhere on your board.
You can add a custom stage:
Before or after any existing stage
Between stages
In both the requests and quotes columns
To add a custom stage to your sales pipeline, follow these step:
From the side navigation, select Pipeline.
From the Sales Pipeline, select the More Actions button, then select Edit Stages.
- Select Add a stage from either the requests section or quotes section to add a stage into that section.
Enter the stage name.
Note: The first stage in requests and quotes (e.g., new request, draft quote) cannot be replaced or moved. These built-in Jobber stages are system-driven and remain fixed. If an opportunity reaches a system-defined state — for example, if a quote is drafted — the card will automatically move into the correct Jobber stage, even if you previously placed it in a custom stage.
Once you’ve created a custom stage, you can:
- Rename it (Note: only custom stages can be renamed
- Reorder it by dragging it to a new position using the drag and drop icon the top left of the custom stage
- Delete it if it’s no longer needed using the trash can icon in the top right of the custom stage
How do custom stages work with automations?
Automations still rely on Jobber’s built-in stages (like draft quote or quote approved). Custom stages do not trigger automations.
Move opportunities through stages
You can move opportunities through your sales pipeline either manually using drag-and-drop or automatically through Jobber’s system-driven workflow.
Jobber will automatically move opportunities into certain stages when they meet system-defined criteria.
For example:
When a quote is drafted, the opportunity automatically moves into "draft quote".
When a quote is approved, it automatically moves into "quote approved".
Automatic movement happens even if the opportunity was previously placed in a custom stage.
The default stages in the pipeline represent key parts of your workflow in Jobber and have built in criteria they need to meet to stay in each stage (For example, a quote that hasn't been approved cannot be moved in to the Quote Approved stage). If the criteria aren’t met, the card will bounce back to its previous stage.
Drag and drop opportunities between stages
Opportunities can also be manually drag and dropped between stages. Dropping an opportunity into a state will start the required action for that state so you can stay on the Sales Pipeline board without needing to navigate away.
Dragging into these stages triggers an action:
- Assessment unscheduled: Removes assessments from requests.
- Assessment scheduled: Prompts you to add an on-site assessment to the request so that it's in your schedule.
- Assessment completed: Updates the request status to complete.
- Draft quote: Prompts you to create a quote from the request.
- Awaiting response: Prompts you to view send the quote (either via email or text message), or mark the quote as "Awaiting Response". There is also an option to view the quote.
Opportunities will stay in their initial stage until the action has run. Once the action has completed, the opportunity will move into the stage where it was dropped.
Note: Moving opportunities backwards through the sales pipeline is not supported. Actions cannot be undone this way.
Opportunities can be dragged and dropped into any custom stage without restrictions.
View the Sales Outcomes report
The Sales Outcomes report shows all opportunities that have been marked as Closed Won or Closed Lost, along with their total value. Use this report to review your close rate, track revenue from won work, and identify trends in lost opportunities.
To view the Sales Outcomes report:
Select Insights from the side navigation.
Click Reports.
Select Sales Outcomes.
From this report, you can view a list of closed opportunities, adjust the date range, and see totals for both won and lost outcomes.
You can also access this report directly from the Sales Pipeline by selecting the Won (Past 30 Days) or Lost (Past 30 Days) totals at the top of the board.
The Sales Outcome report includes non-customizable columns for:
- Quote or request title
- Client name
- Created date
- Date the opportunity was won or lost
- Total ($)
Filter the Sales Outcome report
The sales outcome report can be filtered by:
-
Date range: Select the Date filter dropdown, then select a date range. Your options are:
- Last week
- Last 30 days
- Last month
- This year
- Last 12 months
- All time
- Custom range
-
Type: Select the Type dropdown, then select:
- Won
- Lost
Give feedback about Sales Pipeline
Sales Pipeline is a Beta feature, which means we want to hear from you!
To share feedback with Jobber's product team about Sales Pipeline, follow these steps:
- Select Pipeline from the side navigation on Jobber.com
- Click the More Actions button, then select Give Feedback.
- Answer the two feedback questions then type any feedback you'd like to share in the text box.
- Click Submit.