Product customization
Configure RevenueTie around the way your business actually works.
A blinds company and an HVAC contractor both quote, book and get paid, but their stages, estimates and teams look nothing alike. RevenueTie lets each business set up its own funnel, estimates, catalog, calendars and roles instead of bending to a fixed template.
Fixed workflows force your team to work around the software.
When stages don’t match your process, people stop updating them. When estimates can’t hold the details your trade needs, quotes get built somewhere else. Either way, the data stops reflecting reality, and the reports built on that data stop being trusted.
Configuration is what keeps the record accurate. When the funnel uses your words and the estimate holds your line items, keeping RevenueTie up to date becomes the easiest way to do the work.
What you can configure
Funnel stages
Add, remove, rename and reorder stages, and choose the kind of step each one represents, such as intake, appointment, quoting, delivery or invoicing.
Automatic stage moves
Decide whether a lead moves forward automatically when an appointment is booked, an estimate is sent or a deposit arrives, or whether RevenueTie asks first.
Estimate structures
Build estimates from catalog items or custom lines, with quantities, discounts, tax and a fixed or percentage deposit.
Products and services
Keep a catalog organized into categories, with prices, units and tax rates your team picks from when quoting.
Calendars and appointment types
Create follow-up and appointment calendars, for example consultations, installations or service visits, one per crew if that suits you.
Roles and permissions
Create roles such as office administrator, sales representative or technician, and choose exactly what each can see and do.
Team workflows
Route leads to owners by source, campaign, channel or network, and assign follow-ups and appointments to the right people.
Close reasons
Keep the built-in won, lost and “not a sales lead” reasons, and add the reasons that matter in your business.
Same platform, two very different setups
Two illustrative configurations show why one fixed workflow can’t serve every service business.
A window blinds company
- Funnel: New enquiry → Contacted → In-home measure booked → Quote sent → Deposit received → Installation booked → Invoiced → Closed
- Estimate details: window quantities, dimensions, fabric and colour selections, motorization and materials
- Calendars: measurements and installations, one installation calendar per crew
- Roles: design consultants who quote, installers who only see their own appointments
An HVAC contractor
- Funnel: New enquiry → Contacted → Consultation booked → Estimate sent → Approved and scheduled → Invoiced → Closed
- Estimate details: equipment and model, capacity, installation requirements, materials, permits and labour hours
- Calendars: consultations, installations and service visits for tune-ups and repairs
- Roles: comfort advisors, office administrators who record payments, technicians assigned to visits
Funnel stages that read like your business
Stages are the backbone of the lead list, the board view and the dashboard funnel. Name them the way your team talks, put them in your order, and tell RevenueTie what kind of step each one is, so automatic moves and reports know where a lead is.
- Add, remove, rename and arrange stages
- Link a stage to a kind of step, such as appointment or quoting
- Choose automatic, ask-first or manual stage moves
Estimates built from what you actually sell
Your catalog holds products and services with prices, units and tax rates. Estimates pull from it, so pricing is consistent across the team, and the same items carry through to invoices and sales reporting.
- Catalog items or custom lines
- Line discounts or estimate-wide discounts
- Fixed or percentage deposits
- Estimates editable while in draft, locked once sent
Frequently asked questions
Can I have different funnels for different services?
Talk to us about your setup during the demo. We’ll show how stages, calendars and estimates can be arranged for the services you offer.
Do I have to configure everything before I start?
No. New accounts start with a general set of stages and calendars that work for most service businesses, and you can adjust them at any time.
Can I customize estimates for my industry?
Yes. Estimates are built from your own catalog of products and services, with custom lines, discounts, tax and deposits.
Can technicians be limited to their own work?
Yes. A technician-type role can be limited to the calendars where they have appointments or follow-ups, and to their own items on a lead.
Show us how you work. We’ll show you RevenueTie set up that way.
Book a demo with your funnel, your estimates and your team in mind.