What are Pipelines?
Pipelines show a list of all active jobs for an a user's account. If you have rep-level permissions, you will see your jobs (this includes jobs with all or selected phases that are assigned to you). If you have manager-level permissions, you will see all the jobs in your company's account.
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The Homeowner names and addresses are blurred on this screenshot, but normally, it would appear this way they are visible on the platform:
First Name Last Name
Address
How are jobs
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displayed on the Pipeline
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?
Pipelines also provide a visual representation of where jobs are within their respective processes.
By default, the jobs are arranged in descending order according to the date they were last updated by default (you may refer to the screenshot above for reference). But there are several ways you can sort these jobs by and skim through the list.
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- Homeowner & Site [in ascending and descending order] - Clicking the up and down arrows will arrange the jobs according to their homeowner’s last name.
- Date Created [in ascending and descending order] This arranges the jobs in your pipeline according to the date they were created, the dates for when the jobs are created will also be displayed on the pipeline as well.
- Last Updated [in ascending and descending order] - This arranges the jobs according to the date they were last updated. Similar to the date created, the date the job was last updated will also be displayed on the pipeline.
Example
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Related articles
You might also want to check out these related articles:
- How do I write a support article?
- Article link 2
- Article link 3
Still have questions? Contact support@sighten.io or start a chat with us when you are logged into the platform.