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Taskingos App Store

Home Services Customer Pipeline

Track leads, estimates, jobs, crews, customer updates, and service follow-ups.

Start with this appBack to marketplace

Field services

Home Services Customer Pipeline

Setup
8 minutes
Includes
5 records, 4 workflows
Runs on
One shared workspace
Install app

Built for operators

Launch the workflow first, then refine it around your team.

A home services starter for contractors, repair teams, and local service businesses moving customers from lead to completed work.

Best forResidential service teams that need customer, estimate, job, and follow-up tracking in one place.
Helps withMove leads into scheduled jobs; Keep customer updates visible
Setup time8 minutes
Workspace fitField services operations
Stay ready

Keep Customers and follow-up work in one view.

A home services starter for contractors, repair teams, and local service businesses moving customers from lead to completed work.

01
Move work forward

Give every handoff an owner and a next step.

Move leads into scheduled jobs

02
See what matters

Use Open Estimates to catch stuck work early.

Operators can review queues, open work, owner workload, and exceptions before customers feel the delay.

03

What installs

A ready operating system, not a blank template.

Install the starter and get the working surfaces first: records, workflow stages, reports, and integrations. Then adjust fields, owners, and timing around your real team.

01

The shared source of truth

Records

Give the team clean places to keep the operational details that drive the workflow.
  • Customers
  • Leads
  • Estimates
  • Jobs
02

The process your team follows

Workflows

Move work through visible stages with owners, timing, and follow-up queues.
  • Lead Qualification
  • Estimate Sent
  • Job Scheduled
  • Post Service Follow Up
03

The views operators check

Reports

Surface open work, stuck follow-ups, aging queues, and the next priorities.
  • Open Estimates
  • Jobs By Status
  • Follow Ups Due
04

The handoffs around the app

Integrations

Connect the starter to the tools your team already uses for communication and files.
  • Email
  • Slack
  • QuickBooks

How it works

Start from a complete app, then make it feel native to your business.

Install the starter, review the included structure, then customize ownership, timing, saved views, notifications, and reporting before the team starts using it.

01

Lead Qualification

Use the starter as the first version, then tune ownership, timing, statuses, and notifications around your team.

02

Estimate Sent

Use the starter as the first version, then tune ownership, timing, statuses, and notifications around your team.

03

Job Scheduled

Use the starter as the first version, then tune ownership, timing, statuses, and notifications around your team.

04

Post Service Follow Up

Turn loose follow-up into owned work with queues, reminders, saved views, and clear next actions.

Operator customization

Ask the operator to shape this app around your exact business.

The starter gives you the structure. The operator helps translate it into your real roles, approval rules, customer language, follow-up timing, and weekly reporting rhythm.

  • Move leads into scheduled jobs
  • Keep customer updates visible
  • Reduce missed estimate follow-ups
Suggested operator prompt

Customize this home services pipeline with lead stages, estimate follow-ups, job scheduling, and crew handoffs.

Use this app as your starting system.

Start with the included structure, then tune the app around your customers, team, workflows, integrations, and reports.

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