Can production stages be customized?
Yes. LeadFlow can be implemented around the company’s real stages, approvals, responsibilities, and installation milestones.
← Public tour overview
🏗️ Step 4 of 5
Hand the sold job to production with the contract intact
Explore LeadFlow production jobs, milestones, service locations, material orders, scheduling, crews, and shared job-board visibility.
What does this LeadFlow feature do?
LeadFlow carries the sold customer, address, scope, contract, and payment context into production. The team can track the job, order materials, update milestones, and keep the office aligned without rebuilding the file.
Interactive sample · no login required
Production handoff
Morgan Lee · 18 Oak Ridge Drive
Sample dataLeadFlow
Job stage
Milestones
✓ Measurements complete
○ Permit approved
○ Materials received
○ Crew assigned
Material order
Roofing package · ABC Supply
- ✓ 28 squares architectural shingles
- ✓ Synthetic underlayment
- ✓ Ice and water barrier
- ✓ Ridge vent and caps
The order stays connected to this job, address, supplier, and production status.
What you can accomplish
Built around the same connected job record
- ✓Create the production job automatically from an accepted estimate
- ✓Track permits, measurements, materials, scheduling, install, and completion
- ✓Send supplier orders while keeping them connected to the job
- ✓Display current jobs and milestones on a shared production board
How it works
A clear path from action to outcome
- 1The accepted contract creates the production job at the correct service location.
- 2Office and production staff update the stages and milestones they own.
- 3Material orders are sent and tracked from the job record.
- 4The shared board shows what is pending, scheduled, active, or complete.
Common questions
Answers about materials & production
Do material orders stay connected to the customer job?
Yes. Supplier, materials, confirmation status, and job context stay together so the order is not separated from the work it supports.
Continue the connected workflow