Sales

Sales is the pipeline: leads and opportunities, where each one stands, and how many estimates turn into work.

Choosing a source

Sales reads from whichever customer system you use, and you pick which one you are looking at from a selector at the top: GoHighLevel, Housecall Pro, ServiceTitan, or Omnyra's own CRM.

This matters because the views differ. Each source shows what it actually holds rather than a lowest common denominator, so a Housecall Pro workspace sees the tabs Housecall Pro can populate and not ones that would sit empty.

The common views

Overview — the state of the pipeline.

Pipeline — opportunities and their stage, as a board or a list.

Estimate Funnel — how many estimates become jobs. The number that tells you whether the problem is getting leads or closing them, which are different problems with different fixes.

Where to find this

Last reviewed 2026-07-29

Sales — Omnyra Wiki | Omnyra