Use the Job Board

The Job Board is the home screen for most shops. Each repair order is a card, and each column is a step in your workflow, such as Checked in, Estimate, Waiting on approval, In progress, Waiting on parts and Ready for pickup.

Move work forward

• Drag a card to the next column to change its status. On a phone, open the card and pick the new status.
• Click a card to open the side panel. There you see the customer's concern, the estimate, the inspection, the technician, the promise time and the full timeline, without leaving the board.
• From the side panel you can assign a technician, set a promise time, add a label or note, attach a file, text the customer or request approval.

Find what you need

• Switch between the Kanban board and the List view at the top.
• Filter by location, technician, advisor or label, then save the filter so you can use it again in one click.
• Cards that are past their promise time are highlighted, so late cars stand out.
• Waiter cards are customers waiting in the lobby. Give them priority.

Customize your workflow

Owners and managers can change the columns under Settings → Workflow:

• Add, rename, recolor and reorder statuses.
• Create labels such as "Comeback", "Fleet" or "Needs parts".
• Choose which statuses show on the board under Settings → Job Board.

The board refreshes on its own, so it stays current on the shop TV and on everyone's screen.