Interest To Quote
Interest To Quote: Shows the pipeline volume still being worked through outreach, calls, visits, pricing, and sent proposals.3
Accounts still in top and mid-funnel outreach stages before acceptance or scheduling.
Marketing / OutreachMarketing / Outreach Journey: A stage-driven board for office and sales visibility so the team can see exactly where each customer sits and what should happen next.
Salesforce-style customer journey board
Track every Peanut Plumbing account from indication of interest through first call, site visit, pricing, quote, scheduling, deposit handling, work, payment, review, and follow-up in one left-to-right pipeline.
Accepted / Scheduled
Accepted / Scheduled: Sold jobs that must keep moving instead of stalling between approval and production.1
Won work that still needs office pressure to reach deposit, production, or closeout.
Deposit / Finance
Deposit / Finance: Highlights jobs waiting on invoice visibility, finance selection, or the first payment milestone.0
Accounts sitting at invoice, payment-path, or down-payment coordination.
Review / Follow Up
Review / Follow Up: Keeps the pipeline alive after payment by moving finished work into reputation and retention actions.2
Paid accounts that should roll into review capture, retention, warranty touch, or reactivation.
Journey Board
Left-to-right pipeline
Journey Board: A Salesforce-like stage pipeline for the office to see where customers are stalled, sold, scheduled, or ready for post-job outreach.Each column reflects the new customer journey stage model instead of the older generic plumbing workflow labels.
1
Indication of Interest
$340
New inquiry, referral, campaign response, or repeat-customer ask waiting on first outreach.
0
First Call (AI?)
$0
Initial conversation stage where AI can prep talk tracks, summarize notes, and flag objections.
No accounts are sitting here right now.
0
On Site Visit
$0
The account is in the visit or walkthrough phase and field discovery is driving the next move.
No accounts are sitting here right now.
1
Pricing
$220
Scope is being turned into pricing, options, and financing-ready presentation.
1
Quote Sent
$920
Proposal is out and the team is working approval pressure, reminders, and decision support.
1
Quote Accepted
$1,180
The sale is won, but the account still needs scheduling, payment path, and close coordination.
0
Scheduled
$0
The work is on the board and the office is locking the right crew, window, and access notes.
No accounts are sitting here right now.
0
Invoice Sent / Cash or Finance / 1/2 Down Payment
$0
Payment path is being confirmed with deposit collection, finance choice, or invoice visibility.
No accounts are sitting here right now.
3
Work Starts
$5,010
The field team has kicked off and the account is in active production or install execution.
1
Work Ends
$7,700
Work is wrapped and the office is pushing closeout, invoice delivery, and final documentation.
0
Final Payment Made
$0
Cash is in and the account is ready for review capture and post-job retention.
No accounts are sitting here right now.
0
Customer Review
$0
The client is in the review-request window and marketing can turn job satisfaction into reputation lift.
No accounts are sitting here right now.
2
Follow Up
$929
Post-job nurture, reminder campaigns, warranty check-ins, and reactivation opportunities live here.
Selected Account
Daniel Pierce
Selected Account: Gives the office the exact context needed to move the customer into the next stage without opening multiple records.Whole-home repipe approval path | Work Ends
Journey value
$7,700
Progress
77%
Payment path
No invoice path yet
Next checkpoint
Final Payment Made
AI assist for this stage
AI can keep the record moving with summaries, next-step drafts, and role-aware reminders.
Journey path
Indication of Interest
New inquiry, referral, campaign response, or repeat-customer ask waiting on first outreach.
First Call (AI?)
Initial conversation stage where AI can prep talk tracks, summarize notes, and flag objections.
On Site Visit
The account is in the visit or walkthrough phase and field discovery is driving the next move.
Pricing
Scope is being turned into pricing, options, and financing-ready presentation.
Quote Sent
Proposal is out and the team is working approval pressure, reminders, and decision support.
Quote Accepted
The sale is won, but the account still needs scheduling, payment path, and close coordination.
Scheduled
The work is on the board and the office is locking the right crew, window, and access notes.
Invoice Sent / Cash or Finance / 1/2 Down Payment
Payment path is being confirmed with deposit collection, finance choice, or invoice visibility.
Work Starts
The field team has kicked off and the account is in active production or install execution.
Work Ends
Work is wrapped and the office is pushing closeout, invoice delivery, and final documentation.
Final Payment Made
Cash is in and the account is ready for review capture and post-job retention.
Customer Review
The client is in the review-request window and marketing can turn job satisfaction into reputation lift.
Follow Up
Post-job nurture, reminder campaigns, warranty check-ins, and reactivation opportunities live here.
Quote Section
Quote planning and schedule outlook
Quote Planning: Keep the proposal conversation tied to projected production dates so the customer and office can understand what happens after approval.Quote-stage planning now carries an estimated start date, estimated end date, and a direct handoff to dispatch.
Quote value
$7,700
Quote sent
Apr 15, 2:30 PM
Estimated start date
Apr 16, 1:30 PM
Estimated end date
Apr 16, 1:30 PM
Next action
Follow up on financing choice and move the repipe proposal from sent to accepted.
Owner Kelsey BooneCoord Mia SantosEmergency follow-up consult
Stage momentum
Work Ends77%
Key Dates
Journey timestamps
Journey Timestamps: Keep call, visit, quote, scheduling, start, and close dates visible without digging into a deeper record.The exact moments that move the account down the board.
First call
Apr 9, 11:05 PM
On site visit
Apr 15, 1:10 PM
Quote sent
Apr 15, 2:30 PM
Quote accepted
Not set
Scheduled
Not set
Estimated start date
Apr 16, 1:30 PM
Estimated end date
Apr 16, 1:30 PM
Work starts
Not set
Work ends
Not set
Recent Messages
Customer communication
Customer Communication: Gives the office visibility into what the customer already received before the next call, quote push, or review request.Latest outbound updates tied to this account.
No customer messages have been logged yet for this journey.