See the pipeline. Keep jobs moving.

Jobs pipeline software helps service businesses track enquiries, opportunities, estimates and active work through the steps toward service delivery. DreamzFSM combines lead records, opportunity management, visual job tracking and follow-ups so the office and field team can see what needs to happen next.

The pipeline focuses on progress and the next action. The calendar focuses on dates, appointments and assigned technicians. In DreamzFSM, Kanban displays jobs by status while the Schedule view organizes the same job information for planning. Switching views does not create a separate job record.

You can record the company, contact details, address, source, status, category, rating and industry, with notes and file attachments. The Lead List also shows the owner and active status. The documented Add New Lead workflow requires a company name and at least one contact method, such as email or phone.

Yes. Go to Pipeline, open Leads and select Import Lead. Download the supplied sample file, arrange your records in that format, and upload an .xlsx or .xls file. DreamzFSM validates the data before creating the leads. Review the imported records and any reported errors before proceeding.

A lead is a captured prospect that may still need qualification. An opportunity is a qualified sales prospect with a stage, proposed value, probability and expected close date. You can convert a lead to an opportunity, or create an opportunity directly for a customer already in DreamzFSM.

Yes. From the Lead List, use Convert and choose the lead-to-job option. DreamzFSM creates the customer record and opens the job form with customer details carried over. Complete the service, location, schedule and technician information, then save. A conversion is not a substitute for reviewing the work that has been agreed.

Yes. The lead-conversion options include creating a customer with a quotation, as well as customer-only, opportunity and job routes. Use the quotation route when the scope or price needs customer review first. The estimate builder supports Service Book or Price Book items, service templates and multiple option sheets.

Yes. The Jobs Pipeline supports rules for reminders and updates at the relevant stage. Opportunity records also include a Task section for follow-up work and customer communication tracking. Available automation timing and message options depend on your configured workflow; confirm the sequence your team needs during the demo.

Yes. DreamzFSM supports mobile pipeline access so your team can review work and update progress away from the office. The latest shared updates require connectivity and appropriate user access. This page does not assume that an offline device is showing the current live pipeline.

Yes. Jobs created through DreamzFSM online booking appear in the service business jobs pipeline automatically. That applies when the booking workflow creates a job; the next step depends on how your booking process is configured.

Yes. Opportunity records include amount, probability, expected close date, stage and owner. The FSM dashboard separately highlights open estimates, unassigned jobs and unpaid invoices. An opportunity amount is proposed value, not a received payment, and a completed service job is not automatically a settled invoice.

VEDA can help your team review available equipment service history, summarize work notes, draft customer follow-up wording and create a follow-up work order through enabled DreamzCMMS workflows. Answers depend on the records and permissions available. Your team remains responsible for scope, pricing, customer approval and the next action.