What are Pipelines?

Pipelines show a list of all active jobs for 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.

To access the Pipeline, you can click on the PIPELINE text on the upper right side of your screen beside. You'll find this beside REPORTING.

You’ll then see a list of jobs that will appear like this:

The Homeowner names and addresses are blurred on this screenshot, but normally, it would appear this way on the platform:

First Name Last Name

Address

How are jobs displayed on the Pipeline?

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 (you may refer to the screenshot above for reference). But there are several ways you can sort these jobs and skim through the list.

You can arrange jobs on the pipeline by:

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.

Can jobs or phases be transferred?

Kindly note that all jobs with all or some phases that are assigned to the user will appear on the Pipeline.

You can do this by following these steps:

Click Ownership
A pop-up "Ownership Management" window will appear on your screen.
You may opt to re-assign per Job Phase, using the Job Phase option. Should you do this, start with choosing an Organization (this is the organization of the user you will assign a phase/s to), then the user it will be assigned to, and the job phase/s that you will assign to him or her. Note that the all job phases will be listed in checkboxes. Kindly tick all that is applicable, then click Update.
A friendly reminder to always click Save after clicking Update. You'll find a screenshot for reference below.
If your organization has partnership/s with other organizations, you can also choose to re-assign the whole job to another organization through the Site (i.e. Job Transfer) option. Here, you'll be asked to choose an organization to reassign the job to.

Here are screenshots to show these steps one by one:

Step 1

Steps 2-4

Steps 4-5

If you're unable to find a certain job on your Pipeline, there are many possibilities. But one could be, that the job has been re-assigned. In this case, you may reach out to Sighten Support and we'll be happy to check for you. We'll just need a few details.

Pipeline

How are jobs displayed on the Pipeline?

Can jobs or phases be transferred?

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