Lead → Estimate → Scheduled → In Progress → Ready to Bill → Paid. Drag any job to the next stage. Everyone on the team sees the same picture in real time.
Start — pick your planLead, Estimate Out, Scheduled, In Progress, Ready to Bill, Paid. Every job is a card. You can see your whole business in 10 seconds.
Twelve estimates stuck in "Estimate Out" for 5+ days? The column lights up. You know exactly where to push.
Job paid? Drag to Paid. The system invoices, marks the books, queues the review request, and updates the customer portal — all from that one drag.
See the board through one foreman's eyes — just his jobs, just his schedule, just his work-in-progress.
How long jobs sit in each stage — per crew, per trade, per month. Your real cycle time, finally measured.
How much revenue is in Estimate Out vs. In Progress vs. Ready to Bill? One screen. Real cash forecasting, not a guess.
Lead enters the board in "Lead" stage — from Winston, your site, a referral, or hand-added.
Estimate sent? Drag to Estimate Out. Customer approves? Drag to Scheduled. Crew clocks in? Auto-advances to In Progress.
Crew marks complete → auto-advances to Ready to Bill. The invoice fires the same minute.
Customer pays → auto-advances to Paid. The books close on that job. The review request goes out.
The project flow board ships inside Crew Engine, with crew management, sub permissions, GPS time clock, and overflow lead distribution. Real pipeline visibility, finally.
Get started — pick your plan