Every lead, estimate, and deposit on one drag-and-drop board built for the lighting season.
Track each customer's full lifecycle on a visual deal board that moves itself forward as you send estimates, collect deposits, and win jobs — no manual stage-dragging required.
Pipeline
Every open opportunity, where it's stuck, and what needs to happen next.
$78,318
18 open
$37,357
Probability adjusted
18
Need a nudge
2
$8,000
$17,889
4 deals
1
All time
Nora Bennett
Heath
2026 Holiday Lighting Install
New install
$2,300
50% · $1,150 weighted
Follow up on estimate
Overdue · 9 days
Caleb Turner
Heath
2026 Commercial Lighting (HOA)urgent
Commercial
$12,000
35% · $4,200 weighted
Contact customer
Overdue · 8 days
Harper Collins
Forney
2026 Holiday Lighting Install
New install
$2,400
100% · $2,400 weighted
Contact customer
Overdue · 7 days
Miles Carter
Forney
2026 Holiday Lighting Install
New install
$2,100
50% · $1,050 weighted
Follow up on estimate
Overdue · 7 days
Avery Brooks
Forney
2026 Permanent Lighting Installhigh
Permanent lighting
$1,218
10% · $122 weighted
Contact customer
Overdue · 5 days
Sophie Grant
Southlake
2026 Holiday Lighting Install
New install
$1,489
100% · $1,489 weighted
Schedule job
Overdue · 5 days
Theo Parker
Rockwall
2026 Holiday Lighting Install
New install
$1,900
50% · $950 weighted
Contact customer
Overdue · 5 days
Lena Morgan
Forney
2026 Permanent Lighting Installhigh
Permanent lighting
$4,800
40% · $1,920 weighted
Create mockup
Overdue · 5 days
Owen Mitchell
Rowlett
2026 Commercial Lighting (In-N-Out)high
Commercial
$15,000
35% · $5,250 weighted
Complete measurement
Overdue · 5 days
Maya Reyes
Forney
2026 Holiday Lighting Installurgent
New install
$2,800
85% · $2,380 weighted
Collect deposit
Overdue · 5 days
Carter Hayes
Forney
2026 Holiday Lighting Install
New install
$2,700
50% · $1,350 weighted
Create estimate
Overdue · 5 days
Elise Palmer
Southlake
2026 Holiday Lighting Install
New install
$2,200
50% · $1,100 weighted
Contact customer
Overdue · 4 days
Noah Brooks
Richardson
2026 Holiday Lighting Install
New install
$2,100
15% · $315 weighted
Complete measurement
Overdue · 4 days
Grace Sullivan
Heath
2026 Permanent Lighting Installhigh
Permanent lighting
$5,200
85% · $4,420 weighted
Collect deposit
Overdue · 4 days
The whole relationship, one record
One tabbed customer record, nothing scattered
A single customer record unifies notes, reminders, two-way messaging, photos, estimates, invoices, payments, and jobs — so the whole relationship lives in one place. And when the season's over, a built-in rebooking engine pulls last year's customers back into the pipeline before your competitor calls them.
What you get
A pipeline that runs itself
Everything you need to move a lead from first call to scheduled install — without dragging cards by hand.
A pipeline with 11 built-in stages
Drag deals across a Kanban board from New Lead through Won and Ready to Schedule, plus add fully custom stages — each with its own win-probability and staleness threshold so nothing quietly goes cold.
Weighted revenue forecasting
Every stage maps to a close probability from 10% to 100%, then rolls up open value, weighted forecast, follow-ups due, deposits pending, and won-this-year right in the pipeline header.
Automation that moves itself
Send a quote, log a deposit, or create a job and the right deal advances on its own — and it never slips backward or re-opens a lost deal behind your back.
Foolproof convert-to-job
One-click conversion is double-click-safe — an accidental second click never creates a duplicate or orphaned job. Click twice, get one clean job.
Rich customer profiles
Lead-status badges, color tags, lead-source tracking, due-dated reminders with overdue flags, an activity timeline, and lifetime-revenue stat tiles — the whole relationship at a glance.
Real-time two-way messaging
Talk across the portal and email from one thread. A customer’s reply streams in live with file attachments — no refresh, no missed message during the busy season.
Refill the pipeline before your competitor calls
The season is short, and last year's customers are your easiest wins. A season-aware rebooking engine finds prior customers eligible for next season and surfaces a pre-season outreach nudge — Aug–Nov by default — so they're back on the board while the phones are still quiet.
Bulk rebooking
One click creates rebooking opportunities for every client you served last season.
Target season year
Pulls clients who had a completed job in 2026.
Past clients
44
with completed job in 2026
Eligible
44
no 2027 opportunity yet
Already booked
0
existing 2027 opportunity
44 opportunities will be created in stage Needs contact.
Stop losing deals between the cracks
CRM & Pipeline is built into every LightMaster plan. Move leads to won on one board, forecast the season, and rebook last year's customers automatically.