What we're building next
Pipeline improves every few weeks. Here's what's coming in upcoming releases - and why we think it will make a difference to your day.
-
Quote Engine
Build your own instant-quote calculator, embed it on your website or share it as a standalone link, and let customers price their job themselves. Every submission creates the lead and a draft quote in Pipeline automatically.
- Build a quote engine per service or product using your existing item catalogue and pricing
- Embed it on your website in one line of code, or share a standalone hosted link
- Customers answer a few questions and get an instant, accurate price
- Each submission creates the customer, the lead and a draft quote in your pipeline
- Review, adjust and send the finished quote in a couple of clicks - or let it send automatically
-
Receipt reading
Photograph or upload a receipt and Pipeline creates the expense for you, filling in the supplier, date, amount and VAT as best it can. You give it one final sanity check and save - no more typing out receipts at the end of the week.
- Upload a photo, scan or PDF of a receipt from the web app or straight from your phone
- Pipeline reads the supplier, date, total, VAT and payment method and pre-fills the expense
- You review and correct anything it got wrong before saving - nothing is recorded without your say-so
- Attach the receipt image to the expense automatically, so your records stay audit-ready
- Assign the expense to a job as you save it, keeping job profitability accurate
-
Location Tracking
Know where your team is on the day of the job. Pipeline tracks staff on their way to site and lets you tell the customer the moment someone sets off and again when they arrive - with a live map so nobody is left guessing what time to expect you.
- See where your staff are on the day of a job, so you always know who is where
- Send the customer an automatic "on our way" update the moment a team member sets off
- Confirm arrival on site automatically, giving you a clear record of when work started
- A live map the customer can open to follow progress and see when to expect you
- Fewer "what time are you coming?" calls, and a much smoother day for everyone
Roadmap items are our current plans, not promises - timings and details can change as we build. Already shipped features are listed in the changelog.
Something you'd like to see in Pipeline? Tell us what you need - customer requests shape this list more than anything else.
Get started while we build the rest
Everything you need to run your business today is already in Pipeline. Start your free trial and grow into the rest.