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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.

A deal is a specific opportunity tied to a contact. One contact can have many deals over time (each job is its own deal). Deals live on the kanban-style Pipeline view, organized into the stages you configured.

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Open a new deal

Three ways:

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1. Manually from the contact

Open a contact, click Add deal, fill in the title (e.g., “Kitchen remodel”), value (estimated dollar amount), expected close date, and starting stage.

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2. Auto-opened by a form

Forms can be configured to open a deal automatically on every submission. Configure in Forms → [form] → Pipeline integration → Open deal.

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3. From the Pipeline view

On the Pipeline page, click + New deal at the top of any stage column. You’ll be prompted to pick a contact (or create one).

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Deal fields

  • Title — short description (“Kitchen remodel”, “Annual maintenance”)
  • Contact — who it’s for
  • Stage — current pipeline column
  • Value — estimated dollar amount (used for revenue forecasting)
  • Expected close date — when you think this’ll wrap (drives the “stale deal” warning)
  • Assignee — which teammate owns this deal
  • Notes — anything else

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Move deals between stages

Drag and drop. Or click into a deal and change the stage from the dropdown. Both work; drag-and-drop is faster for end-of-day cleanup. Optimistic updates — the card moves instantly, server catches up in the background.

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Assignees

Assigning a deal to a teammate gives them a notification and surfaces it in their personal task view. Useful for splitting workload across techs / sales reps. In a solo operation, leave assignees empty (every deal is implicitly yours).

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Stale deals

Deals that haven’t moved stages in a while turn amber on the kanban (configurable threshold in Settings → Pipeline → Stale threshold, default 14 days). This catches deals that fell through the cracks — quoted leads who never followed up, jobs that started but never closed. You can:
  • Follow up — call/text the contact and update the deal.
  • Mark Lost / Cancelled — close it out.
  • Push the expected close — if the timeline shifted legitimately.

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Daily digest

If you turn on the Pipeline digest in Settings → Pipeline, you’ll get a daily email summarizing:
  • Deals you advanced yesterday
  • Deals that went stale
  • Deals approaching their expected close date
A useful way to keep on top of the pipeline without constantly checking the dashboard.

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Closing a deal

When a job wraps:
  1. Move the deal to Completed (or your configured equivalent).
  2. The contact’s status updates to match.
  3. The reputation feature kicks in — if you have it enabled, a review request schedules automatically (typically 1–3 days post-completion).
More on review requests → If you went with a competitor:
  1. Move the deal to Lost.
  2. (Optional) Add a note about why — useful for understanding patterns later.

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Bulk actions

On the kanban view, hovering a stage column shows a count + ”…” menu with bulk actions for that stage:
  • Move all stale deals to Lost
  • Reassign all deals from one teammate to another
  • Mark all deals in a stage as a specific status
Use sparingly — bulk operations on the pipeline can create surprising history if you’re not careful.

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Next

Pipeline analytics

Conversion rates, time-in-stage, where deals get stuck.