Use the sales pipeline Kanban board in FieldCamp to track field service leads, drag deals between stages, and convert opportunities into jobs.

Under the hood — see how Stages & Workflows work in the FieldCamp data model: the fields they hold, how they connect to your other records, and how to customize them.

The sales pipeline Kanban board in FieldCamp gives your team a visual, drag-and-drop view of every lead, opportunity, and deal moving through your field service business. Instead of digging through spreadsheets or chasing status updates over text, your dispatchers and sales reps can see exactly where each prospect stands and what action moves them closer to a signed job. This guide walks you through enabling the board, configuring stages, working with deal cards, and converting won opportunities into scheduled work.

What is the sales pipeline Kanban board in FieldCamp

The sales pipeline Kanban board is a column-based view where each column represents a stage in your sales process (for example: New Lead, Contacted, Estimate Sent, Won, Lost). Every lead or deal appears as a card you can drag from one column to the next as the conversation progresses. For a deeper look at how the Kanban layout fits inside the broader pipeline experience, see sales pipeline and Kanban.

For service businesses, this matters because deals rarely follow a tidy linear path. A homeowner who requested a quote two weeks ago might suddenly call back ready to book. With a visual board, your team can spot stalled opportunities, follow up at the right moment, and avoid losing revenue to silence. If you want a wider overview of how leads, requests, and pipeline stages connect, start with the requests and pipeline overview.

The Kanban board complements — but does not replace — the client CRM. Think of the pipeline board as your active sales work surface, and the CRM as your full client history.

Enable and open your sales pipeline Kanban board

Before you can use the board, the sales pipeline feature must be turned on for your FieldCamp account. Most accounts have it enabled by default, but if you don't see the Pipeline tab in your sidebar, review the requests and pipeline overview and the pipeline stages and configuration guide to confirm setup.

Open the Pipeline section

From the main FieldCamp sidebar, click Pipeline (or Sales Pipeline, depending on your plan). If you are unsure where this lives in the interface, see navigating FieldCamp.

Switch to Kanban view

In the top-right of the pipeline screen, toggle the view selector to Kanban. The board renders your active deals as cards across stage columns.

Confirm your stages are set up

If the columns look generic, head to pipeline stages and configuration to rename stages, set transition rules, and match the board to how your business actually sells.

Understand pipeline stages and lead cards

Each column on the board is a stage, and each card is a lead, prospect, or open deal. A typical service business pipeline includes stages like:

New Lead — just came in, not yet contacted
Contacted — initial conversation completed
Site Visit Scheduled — assessment booked
Estimate Sent — quote delivered, awaiting response
Won — customer accepted, ready to convert to a job
Lost — opportunity closed without a sale

Each card shows essential info at a glance: contact name, deal value, expected close date, assigned rep, and the time spent in the current stage. Stage definitions and lead categorization rules are covered in detail in client categories and stages. If you need to track additional sales-specific attributes on each card, you can build them with custom client fields.

Cards that sit in one stage too long are often your biggest revenue leak. Use the "days in stage" indicator to spot stalled deals and prioritize follow-ups.

Add a new lead or deal to the pipeline

There are three common ways a new card lands on your board:

Inbound request form — a website inquiry automatically creates a card in your first stage. Learn more in creating and tracking requests.
Manual creation — click + New Deal on the Kanban board, fill in the contact, deal value, and stage, then save.
From an existing client — open any client record and choose Add to Pipeline. If the contact isn't in your system yet, follow how to create a client first.

Every deal card is automatically linked back to the underlying client record, so any notes, calls, or estimates attached to the card flow into the client detail page and the CRM timeline.

Move deals between stages with drag and drop

Updating a deal's status is as simple as clicking and dragging the card to a new column. The board saves the change instantly, timestamps the transition, and (if configured) triggers automation like a follow-up email or a task for the assigned rep. To wire up these stage-change automations, review the workflow automation overview.

You can also click a card to open it in detail view, where you can change stage from a dropdown, log notes, attach files, or schedule a call. On mobile, press and hold a card to drag it on touch devices.

If your account uses stage transition rules (for example, a deal can't move to Estimate Sent without an attached quote), the drag will be blocked and FieldCamp will show you exactly what's missing. Review your rules in pipeline stages and configuration.

Filter, sort, and customize your Kanban view

A busy pipeline can have hundreds of active cards. Filters help each user focus on what matters to them:

Assigned to — show only deals owned by you or a specific rep
Value range — surface high-ticket opportunities first
Source — see only deals from a specific marketing channel
Last activity — find cards that haven't been touched in N days

For the underlying mechanics of filtering, sorting, and grouping, see filter, sort, and group clients. Once you find a filter combination that works, save it as a custom view so you don't have to rebuild it each morning. The full process is covered in client views in FieldCamp.

Convert a won deal into an estimate or job

When a card lands in the Won column, FieldCamp can convert it directly into the next step of your operations workflow — no double entry required. This mirrors the converting requests flow used elsewhere in the platform.

Drag the card to Won

Move the deal into the Won stage. FieldCamp prompts you to choose a next action.

Choose Create Estimate or Create Job

Pick Create Estimate if you still need formal sign-off, or Create Job if the customer is ready to schedule. The estimate flow is documented in creating estimates, and the job flow is covered in request to job.

Confirm details and save

The new estimate or job pre-populates with the contact, deal value, and notes from the pipeline card, so you only confirm scheduling and line items.

To see how this fits into the wider operational picture, review the FieldCamp workflow from lead to payment.

Best practices for managing your field service sales pipeline

A clean pipeline is more valuable than a crowded one. Apply these habits weekly:

Close out dead deals. If a lead has gone silent for 60+ days, mark it Lost with a reason. You can revisit it later, and your stage metrics stay accurate.
Limit work-in-progress. Try to keep no more than 10–15 active deals per rep at any one time. More than that, and follow-ups slip.
Review the board daily. A two-minute stand-up scan of the Kanban catches stalled deals before they go cold.
Match stages to your real process. If you have a "deposit collected" step in real life, build it into the board. Generic stages produce generic follow-ups.
Tie deal value to forecasting. Accurate dollar values on each card let FieldCamp project expected revenue for the month. Pair this with the analytics overview for a full revenue picture.

Pair your Kanban board with a saved table view for end-of-month reporting. The board drives the daily work; the table view drives the analysis.

Sales Pipeline Kanban Board for Field Service Leads in FieldCamp