The Problem: Spreadsheets Leak Leads
Spreadsheets weren't built for pipelines. They don't send reminders, capture context, or trigger automations. The result? Leads slip through the cracks, quotes go unanswered, and technicians waste time hunting for details.
The Solution: Job-Centric Pipelines
GrowthPilotHQ replaces static spreadsheets with dynamic pipelines. Each stage models your real business process - New Lead ? Quote ? Scheduled ? In Progress ? Completed. Every job record carries full context: photos, estimates, invoices, and customer messages.
Real-World Example
A plumbing company receives a new lead through a landing page form. The CRM auto-creates a job record with the customer's address, problem type, and urgency. If the lead score is high, the job is routed to a dispatcher for same-day booking.
Key Features
- Stage-based triggers (e.g., "Quote Approved" ? "Scheduled" + SMS confirmation)
- Full job context: files, invoices, estimates, and customer history
- Lead scoring and routing to prioritize high-value jobs
Takeaway
Spreadsheets are fine for lists. Trades businesses need pipelines that act, not just record.