Work Pipeline
Our pipeline-based workflow complements our document-based workflow system, creating a comprehensive business management platform specifically designed for field service professionals.
Ensure a steady flow of business
Load the Pipeline
Capture and organize potential clients in one centralized location. Home Guild's pipeline manages both leads that come through the platform and those you gather through your current processes. Follow up with professional estimates
- Home Guild Leads
- Home Guild connects you with targeted leads through client projects matching your service profile in your service area. Respond quickly with unlimited, no-fee communication included in your membership.
- Outside Leads
- Manually enter leads you've collected from your own marketing efforts, referrals, or other channels. All your opportunities stay organized in one place
- Estimates
- Start every project on the right foot with comprehensive, professional estimates that set clear expectations. Clients can view and approve in our client app and keep their jobs organized.
Get started today
Get started today with a risk free 30 day trial. No credit card to get started.
Execute, close and get paid
Job and Collection Management
Track jobs and changes through completion then invoice customers and collect payment.
- Jobs
- Track active jobs through completion with our comprehensive job management tools. Our pipeline makes it easy to see which jobs need attention, helping you keep an eye on how long jobs are taking. Don't let lingering jobs slow down your workflow.
- Invoices
- Generate professional invoices directly from your completed jobs. With all your project details already in the system, creating accurate invoices is simple. Our pipeline shows you exactly which invoices have been sent, viewed, and are awaiting payment, giving you better control over your accounts receivable.
- Payments
- Close the loop with integrated payment tracking. See which invoices have been paid and which need follow-up, all within your pipeline view. Complete visibility means improved cash flow and fewer payment surprises.
