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.
The Sales Pipeline (Sales tab on the side navigation) is only accessible to admin users.
Join the Sales Pipeline Jobber Lab
Sales Pipeline is available all plans in all regions as a Jobber Lab. View our current pricing plans.
To see and join the Sales Pipeline Jobber Lab, you must be logged in as the account owner. Click the Gear Icon, then select Jobber Labs. Locate the Sales Pipeline lab, then select Turn On to enroll in the Lab.
When joining the Lab, you'll be asked to acknowledge:
- That this feature is subject to removal at any time
- That the functionality of this feature may change as it improves
- Your willingness to provide feedback to help guide future improvements
Get started with Sales Pipeline
After you've enrolled in the Jobber Lab, there will be a new tab on the side navigation for Sales, where you'll find your Sales Pipeline.
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
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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. Once an opportunity is marked as won or lost, it's removed from the pipeline so you can focus on your active work.
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.
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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.
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 Sales.
From the Sales Pipeline, select the Edit stages button.
- 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 at this time.
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. Both custom stages and Jobber’s built-in stages support movement, but each behaves a little differently.
Default Jobber workflow stages
Jobber will automatically move opportunities into certain stages when they meet system-defined criteria.
For example:
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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.
Custom stages
You can drag and drop an opportunity into any custom stage without restrictions.
What's next for Sales Pipeline?
We’re continuing to improve Sales Pipeline with the features you’ve asked for, so it will be even more flexible and powerful for your business. Here’s a preview of what’s coming soon:
- Won / Lost insights: Track closed opportunities more clearly, including those you didn’t win, so you can learn from them and strengthen your sales process.
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 Sales from the side navigation on Jobber.com
- Click the Give Feedback button
- Answer the two feedback questions then type any feedback you'd like to share in the text box.
- Click Submit.