Pipeline
A pipeline that pulls its own weight.
Drag deals through New → Quoted → Won. When a deal is won, TASXIO creates the job — no copy-paste, no double-entry.
Pipeline
6 active deals · $4,280New
2Sarah Patel — bathroom leak
Lisa Wong — loft plumbing
Quoted
2Tom Brennan — decking 30m²
Daniel Murray — radiator
Won
2Mike's Cafe — boiler service
Khan family — kitchen tap
Why it matters
Less admin, more jobs done.
One glance, full picture
See exactly how many deals are live, how much they're worth and where they're stuck.
Auto-creates the job
Mark a deal Won and the job is ready to schedule — customer, quoted total and notes already filled in.
No deal goes cold
Quoted cards sit on the board with Chase response. Spot a quote that has gone quiet and nudge them from that card.
How it works
Three steps from sign-up to running.
Promote a task
Turn a logged inquiry into a deal in one click — the source and customer carry across.
Quote and move to Quoted
Build a quote from the deal, send the public link, and the card slides over automatically.
Win and schedule
Customer accepts → deal lands in Won → job created → drop it on the calendar.
Where this fits
Where this sits in the job.
Leads, quotes, jobs, invoicing — then analytics.
- 01
Leads
Every inquiry in one list, tagged by where it came from.
Learn more - 02
Quotes
A branded quote the customer can accept on their phone.
Learn more - 03
Jobs
The board you work. The week you schedule. The crew on site.
Learn more - 04
Invoicing
Invoice from the job. The customer pays. Your accounts stay in step.
Learn more
Analytics
Every stage feeds the same picture: which channels pay, how fast you quote, what is going cold. Use it to spend time and money where the work actually is — not where it is loudest.
Try it free for 30 days.
Set up takes a few minutes. No credit card required.