The pipeline is your kanban board for active jobs. Each card is a deal — a specific opportunity you’re working on for a customer. Stages are the columns that deals move through, left to right.Documentation Index
Fetch the complete documentation index at: https://docs.servicebooked.ca/llms.txt
Use this file to discover all available pages before exploring further.
Default stages
Out of the box:| Stage | Color | Meaning |
|---|---|---|
| Lead | Gray | Just landed, not yet qualified |
| Quoted | Blue | We’ve given them an estimate |
| Booked | Yellow | Job is on the calendar |
| In Progress | Purple | Job is happening now |
| Completed | Green | Job is done |
| Lost | Red | They went with a competitor |
| Cancelled | Orange | They backed out |
Customize stages
Settings → Pipeline → Stages:- Add new stages
- Rename existing ones
- Reorder by drag-and-drop
- Recolor — the color shows on the kanban card and badges throughout the app
- Delete stages — deals in deleted stages fall back to the previous stage
- Trades / contractors:
Lead → Site Visit → Quoted → Booked → On Site → Completed → Cancelled - Property management:
Inquiry → Application → Lease Signed → Move-In → Active Tenant → Move-Out - Cleaning / recurring:
Lead → First Clean → Recurring → Paused → Cancelled
Stage colors
Stage colors are mostly cosmetic but they make the kanban scannable. Use:- Cool colors (blue, purple) for “we’re working on it”
- Warm colors (yellow, orange) for “needs attention”
- Green for “done / good”
- Red / gray for “lost / closed”
Stage transitions are tracked
Every time a deal moves between stages, we log the transition. This drives the Pipeline analytics dashboard — average time in each stage, conversion rates, where deals get stuck. More on analytics →Mapping form submissions to stages
A form can be configured to land its submissions in a specific starting stage. E.g., a “Quote request” form auto-creates a deal in the Lead stage; a “Repeat customer booking” form might skip straight to Booked. Configure in Forms → [form] → Pipeline integration → On-submit stage. This only applies to NEW contacts. Existing contacts who fill out a second form don’t get demoted back to an earlier stage.Required fields per stage (advanced)
We don’t currently enforce required fields per stage — a deal can move to Booked without an appointment date set, even if that doesn’t make sense logically. On the roadmap.Next
Working a deal
How to move a deal through your pipeline day-to-day.