Consultation to Install: A Screen Job Pipeline
A clear pipeline from consultation through approval, materials, production, dispatch, and install closeout.
Direct answer
A screen job pipeline should make each gate visible: consulted, estimated, approved, materials ready, produced, dispatched, installed, invoiced.
Key takeaways
- Approval without material readiness is not schedule-ready.
- Visit purpose should be explicit on the calendar.
- Closeout checklist prevents incomplete invoices.
Pipeline stages that prevent chaos
Define stages your office and field both understand. Even a small team benefits from knowing whether a job is waiting on customer approval, mesh, shop time, or a crew slot.
ScreenOps workflow surfaces
ScreenOps includes consultation flows, estimates, dispatch, field work, production, and procurement surfaces so a job can move without copy-paste between tools.
See ScreenOps workflows
Walk dispatch, consultations, field work, and production in the interactive demo.