Job Pipeline

Manage your entire HVAC workflow with a visual drag-and-drop pipeline. Every job moves through clear stages — from initial lead to final payment — so nothing falls through the cracks. See your whole business at a glance and know exactly where every job stands.

Key Benefits

Visual Kanban Board

Drag and drop jobs between stages. See every job's status instantly without clicking into anything.

9 Pipeline Stages

From Lead → Estimate Sent → Scheduled → In Progress → Completed → Paid. Every stage of your workflow covered.

Priority Levels

Flag emergency calls and high-priority jobs so your team knows what to tackle first.

Customer & Equipment Links

Every job is linked to the customer, their equipment, and assigned technician. Full context in one view.

See it in action

A preview of how job pipeline works inside Ventoxy.

app.ventoxy.com
Lead2

Johnson — AC Repair

High Priority

Garcia — Inspection

Normal Priority

Estimate Sent1

Smith — New Install

Normal Priority

Scheduled3

Davis — Tune-Up

Normal Priority

Wilson — Ductwork

High Priority

Lee — Heat Pump

Normal Priority

Completed2

Brown — AC Install

Normal Priority

Taylor — Furnace

Normal Priority

How it works

1

Create a job

Add a new job from the pipeline view. Select customer, equipment, type, and priority.

2

Track progress

Drag jobs between columns as they move through your workflow. Update status with one click.

3

Get paid

Mark jobs complete, send invoices, and track payments. Revenue flows into your dashboard automatically.

Ready to try job pipeline?

Start your 14-day free trial today. No credit card required.