The work pipeline

Quotrr runs on one lifecycle: Leads, then Proposals, then Jobs. Every record you touch lives somewhere on that line, and it advances as the work advances. You see it all on the Work tab.

Leads

A Lead is someone who might buy. A call, a referral, a form, a name you wrote down at a site. It holds the contact and what they want. Nothing is committed yet. The lead exists so the next conversation has a home and nothing falls through.

Proposals

When you quote the lead, you build a Proposal against it and send it as a link. The record moves from Lead to Proposal. Now there is a number on the table and a document the customer can open and sign with no app. See Building your first proposal and Sending the magic-link customer portal.

Jobs

When the customer signs, the Proposal becomes a Job. That signature is the hinge of the whole pipeline. No re-keying, no creating a new record, no copying numbers from one screen to another. The signed scope and the agreed number carry straight into the Job, and the work begins. See When a customer signs for exactly what happens at that moment.

How a record moves stage to stage

Records move forward as real events happen, not because you remember to drag them. Sending a proposal advances a Lead. A signature advances a Proposal to a Job. Inside a Job, milestones and payments move it along toward completion. A finished, signed, photographed, GPS-checked job becomes a Verified Outcome, which is the proof you own and the thing your reviews hang on. See Verified outcomes.

Offline-capable

The pipeline does not need signal to keep working. You can create a lead, build a proposal, and log work on a Job in a backyard or a pump room with no bars. Quotrr writes your changes to a local queue and tags them so you can see what has not synced yet. When signal returns, the queue uploads and the records catch up. See Working offline for how the write queue behaves.

Seeing the pipeline on the Work tab

The Work tab is where the whole pipeline lives. You see your leads, your sent proposals, and your active jobs in one place, and you can tell at a glance what is waiting on you and what is waiting on the customer. A proposal sitting unsigned is a follow-up. A job at a milestone is a payment to collect. The pipeline is not a filing cabinet you check once a week. It is the to-do list for the business.

One record, start to finish

The point of the pipeline is that a job is one record from the first call to the last payment. The lead becomes the proposal becomes the job becomes the proof. Nothing gets re-entered, and nothing gets lost between stages. That is what keeps the number honest and your day off the clipboard. If you are coming from a tool that makes you re-enter the job at every handoff, see Switching from Jobber or Housecall.