What is Pipeline?
Pipeline is a complete field service management platform designed to help your business manage jobs, scheduling, invoicing, stock, assets, and customer relationships - all in one place.Key Modules
Pipeline is organised into several core modules, each accessible from the top navigation bar:- Dashboard - Your home base. The Pipeline Matrix shows a summary grid of all jobs by workflow stage and status colour, with a detailed job list below and a real-time activity panel on the right.
- Schedule - Plan and allocate resources with multiple views including Month, Timeline, Week, and Agenda. Drag-and-drop workers onto jobs.
- Sales - Track invoices by aging bucket (7, 30, 60, 90, 120+ days), create and send invoices, and manage quotes.
- Purchases - Manage supplier invoices, purchase orders, and back-costing reconciliation.
- Stock - Full inventory management with SKUs, stock in/out tracking, job allocation, and stock kits.
- Assets - Register and track equipment, log faults, and maintain location history.
- Time Tracking - Weekly timesheet entry for employees with daily status indicators.
- Reminders - CRM-style reminder board for customer follow-ups and task management.
- Pulse - Admin-only analytics dashboards with AI-powered insights, charts, and business intelligence.
- Settings - System configuration for workflows, users, teams, templates, and integrations.
Screenshot: The top navigation bar showing all module links (Dashboard, Schedule, Pulse, Reminders, Stock, Sales, Purchases, Time Tracking, Assets, Settings). Capture while logged in as an Admin user so all modules are visible.