Sales & marketing
Sales pipeline software that follows up on every estimate until it closes.
Leads, sit-downs, and open proposals on one board — with the next step and the dollar value always in view.
14-day free trial. No credit card.
How it works
How sales pipeline works in Homeforce
Big-ticket work rarely closes on the first visit. The pipeline makes sure no proposal goes quiet without someone noticing.
Leads
Every lead lands in one place, with its source.
Calls, web chat, online booking, referrals, and tech-flagged opportunities all create leads automatically. Each one carries its source, so you know which channels feed your biggest jobs.
Appointments
Book sit-downs on the salesperson's calendar.
Comfort advisors and estimators get their own schedule, separate from service calls. Every appointment opens the customer's full history, so the conversation starts informed.
Next steps
The next step is always on someone's list.
Each open estimate has an owner and a due follow-up. Stalled deals surface automatically, and automated texts and emails keep the customer warm between calls.
Pipeline reports
Know what's likely to close this month.
Weighted pipeline by stage, close rate by salesperson, and average days to close show where revenue is coming from — and which deals need attention to land on time.
What it can look like
Illustrative example: a replacement team sending 60 proposals a month at an $11,000 average
- in proposals a month that need a disciplined follow-up
- $660kin proposals a month that need a disciplined follow-up
- of close rate would add about $20,000 in monthly sales
- +3 ptsof close rate would add about $20,000 in monthly sales
- estimates left without an owner and a next step
- 0estimates left without an owner and a next step
Illustrative example for planning purposes, not a reported customer result. Your outcomes depend on your team, market, and setup.
Sales pipeline connects to the rest of Homeforce — no exports or re-typing.
- Estimates & proposalsGood / better / best options, signed on the spot.
- Consumer financingMonthly payment options that keep big jobs moving.
- Call trackingKnow which ads ring the phone and which calls book.
- Web chatTurn website visitors into booked jobs, day or night.
- Marketing campaignsEmail, SMS, and postcards aimed at your own customer list.
- CommissionsSpiffs and commissions calculated automatically.
FAQ
Sales pipeline questions, answered.
Have a question we didn't cover? Book a demo and ask a product specialist.
Can I customize the pipeline stages?
Yes. Rename, add, or remove stages, and set a default win probability for each so the forecast reflects how your team actually sells.
How do technicians add leads?
From the mobile app, a tech can flag an opportunity on any job — like an aging system or a failing water heater — and it lands in the pipeline with notes and photos.
Does the pipeline connect to estimates?
Yes. Sending an estimate moves the deal to the right stage, and an approval marks it won and converts it to a scheduled job or project.
Can I see close rates by salesperson?
Yes. Reports show close rate, average sale, and days to close by person, lead source, and job type.
Can Homeforce follow up on open estimates automatically?
Yes. AI follow-ups draft and send timely texts and emails on open estimates and new leads, using your templates and quiet hours, and stop the moment a customer replies or books. AI follow-ups are included on Pro and up.
Is the pipeline separate from service calls?
It's a separate view for sales work, but it uses the same customer records, so service history and sales activity stay together.
See sales pipeline with your own jobs.
Start a 14-day free trial, or see it with your own jobs, techs, and pricebook in a 30-minute demo.
14-day free trial · No credit card · Month-to-month · Free data migration