See every job, lead to paid.
Right now your leads live across texts, voicemails, a notebook on the dash, and a spreadsheet your office manager built two years ago. Nobody knows what's current. Jobs fall through the cracks.
Milo gives you one pipeline — built for how trades actually work. Every job flows from first contact to final payment, visible to everyone on your team.
All your job data, in one place
Every lead, quote, job, and invoice connected. Find anything in seconds — no spreadsheets needed.
Mike Johnson
$3,200Sarah Williams
$2,400Tom Rivera
$1,800| Lead | Job type | Phone | Status | Est. value | |
|---|---|---|---|---|---|
M Mike Johnson | mike@johnsonroofing.com | Roof Repair | +1(225) 555-0118 | Scheduled | $3,200 |
S Sarah Williams | sarah@hvacpros.com | HVAC Install | +1(270) 555-0117 | Quote sent | $2,400 |
T Tom Rivera | tom@tomelectric.com | Panel upgrade | +1(307) 555-0133 | Won | $1,800 |
A pipeline that speaks your language
Not "opportunity stages" and "deal velocity." Real stages, for real jobs.
Just came in — voice log, web form, referral call
Estimate out, waiting on response
Job confirmed, on the schedule
Work underway
Job complete, invoice pending
Closed out, revenue collected
Built for how you actually work
Every feature is designed for the field, not the boardroom.
Trades-first pipeline stages
Lead → Quote Sent → Booked → In Progress → Done → Paid. Stages that match your actual workflow, not a generic sales funnel.
Find anything instantly
Search by name, phone, address, or job type. Every lead, quote, and job in seconds — not buried in a text thread.
Focus on what matters now
Filter by status, source, job value, or date. See only the leads that need attention today.
Your whole team, one view
Everyone sees the same pipeline. No more 'did you call that guy back?' conversations on the job site.
Your data, always yours
Export everything to CSV anytime. No lock-in, no hostage data, no switching fees.
