A jobs board that stays true
Possible jobs move as the real work moves.
Every possible job is a card with a value, a source and a contact. Start proposal creates the job file and moves the card to Request for proposal. From there the card follows the job: Estimate sent when the estimate goes out, Won when the client approves or the deposit arrives, Lost when it will not go ahead. Dragging a card never creates a job file, so every job starts the same way.
Request an invitationThe essentials
How the board works
Moves on real events
Sending the estimate, recording the approval or taking the deposit moves the card, so the board matches the business without extra upkeep.
One way in
Start proposal is how a possible job becomes a job, so the sidemark and the client relationship are always right.
Value and source
Each card carries a rough value and where the lead came from.
Conversion you can trust
Reports compare jobs approved with possible jobs created in the same period, with test jobs left out.
Keep exploring
More of the suite
Private beta
See it with your own numbers.
During the private beta, we load your pricing, costs and process before your team signs in.