Pipeline Overview on the Bolster Platform
Use the Pipeline to see all your leads and jobs in one view, then open each column as a list to filter, search, and update them.
Overview
The Pipeline shows all of your leads and jobs in one view, organized into columns such as Leads, Appointments, Pending jobs, Booked jobs, In-progress, and Invoices. From each column you can open a detailed list to filter, search, and update your leads and estimates.
Open the Pipeline
1. In the left-hand menu, click Jobs.
2. Click Pipeline.
View Your Leads in Detail
1. In the Leads column, click the three dots next to the column name.
2. Click See in list. The Leads page opens, showing all the leads that came in through your website or that you imported.
3. To filter the list, click Fresh, Stale, or Abandoned. To clear the filters, click Reset filters.
4. To find a specific client or lead, use Search this table... in the top right corner.
Manage a Lead
1. On the Leads page, check the box next to a lead. A toolbar appears at the top of the list with Edit, Delete, New job, Archive, and More.
2. Click the action you want. Under More, you can duplicate the lead, change its status, or block the lead.
To create a job for a lead without selecting it, click New job in the Next step column on that lead's row.
Open a Lead Profile
1. On the Leads page, double-click a lead. The lead's profile opens on Overview.
2. To start a job for this lead, click Create job.
3. Under Financial summary, review the lead's job values and balances, such as Total job value, Booked value, Pending value, Outstanding, and Past due.
4. Under Notes, enter notes for you and your team.
5. In the left sidebar of the profile, click Jobs to see all jobs for this lead, Payments to see their payments, or Schedule to see any scheduled jobs.
View Your Pending Jobs in Detail
1. Go back to Pipeline.
2. In the Pending jobs column, click the three dots next to the column name.
3. Click See in list. The Pending jobs page opens.
4. Click a filter at the top of the list to see only those estimates, for example Unsent to see all unsent estimates or Pending. Scroll the filters to the right to see more, such as Completed, Declined, and Expired.
5. To find an estimate by name, enter it in Search this table... in the top right corner. Everything related to that name is shown.
6. To clear your filters, click Reset filters. The list returns to All proposals.
As your estimates move into different statuses, such as booked jobs or invoices, the counts in each filter change.
Manage an Estimate and Change Its Status
1. On the Pending jobs page, check the box next to an estimate. A toolbar appears with Edit, Invoice this project, Review customer, Download, and More.
2. Click Invoice this project to invoice the project, Review customer to review the customer, or Download to download the whole estimate.
3. To delete the estimate or change its status, click More.
4. Click Delete to delete it, or click Change status and select a status: Pending, Declined, Booked, In Progress, or Closed.
5. In the left panel, click Pipeline. The project now shows in the column for its new status.
Tips & Best Practices
- Clean Up Your Pipeline: Over time, use Change status to manually move old projects to the right status so your pipeline stays accurate.
Why This Matters
- You can see all of your leads and jobs in one place.
- Filters organize your estimates by status automatically, which makes them easier to manage.
Summary
Go to Jobs > Pipeline to see your leads and jobs in columns. Use the three dots and See in list on a column to open a detailed list, where you can filter, search, and act on leads and estimates. Double-click a lead to open their profile, and use More > Change status on an estimate to move it to a different status in your pipeline.