Job Board

The Job Board is the shop's mission control: every active repair order as a card, in columns that match your workflow. Drag a card to move the job forward — the status updates instantly for everyone.

Reading the board

Each card shows the RO number, customer, vehicle, total, assigned tech, and a status badge. A few visual cues carry extra meaning:

• Red border — the customer has an active alert (VIP, balance due, health concern). Check the customer profile before you call.
• Purple border — an internal task card (shop maintenance, cleaning, errands) living alongside the repair work.
• Amber badge — a teammate has that repair order open right now.

Moving work

• Drag between columns to change a job's status — Scheduled, Estimate, Authorized, In Progress, Waiting for Parts, Completed, or whatever columns you've configured.
• Drag within a column to reorder priorities. The tech pulling the next job takes the top card.
• Click a card to open the full repair order.

Making it yours

Open Board Settings (gear icon) to choose which columns appear and whether internal task cards show on the board. Match the columns to how your shop actually flows — the board should mirror your floor, not the other way around.

Why it stays true

The board is live for every user. When the parts driver marks a part received, the card moves out of Waiting for Parts on every screen in the building. Nobody works from a stale picture.

Next: Repair Orders — what's inside every card.