Construction vs Service Pipelines

Two Pipelines, Different Jobs

Breche ships with two pipelines that each have their own stages. Pick the one that matches the work — most contractors use both.

• Construction — multi-week or multi-month jobs with estimates, proposals, change orders, and progress billing. Use this for new builds, renovations, additions, and commercial projects.
• Service — short visits, often a single day. Use this for maintenance, repairs, inspections, and any work where you dispatch a tech for a discrete visit.

One-Off Service Calls vs Recurring Contracts

The Service pipeline handles both repeat customers and one-off calls:

• One-off service call — Create a Service-pipeline lead, schedule a visit, complete it, invoice the customer. No contract needed. Good for "my faucet is leaking" type calls.
• Service Contract — Layer a Service Contract on top when the customer is a repeat (monthly pest control, quarterly HVAC tune-up, weekly lawn care). The contract auto-generates visits on a cadence and lets you bundle multiple visits into a single periodic invoice.

Custom Stages and Sub-Stages

Each pipeline has its own set of stages, configured under Settings → Workflow. Stages have sub-stages — finer statuses inside a stage that give your team more signal without splitting columns. For example, the Construction "Lead" stage might have sub-stages "New", "Awaiting callback", "Site visit booked", "Quote pending".

Sub-stages also drive automations (so a follow-up email only fires for "Awaiting callback" leads) and the pipeline filters.

Switching a Lead Between Pipelines

You can move a lead between Construction and Service if the work changes character. Open the lead, click the pipeline name in the header, and pick the other one. The lead's stage resets to the new pipeline's first stage.