The workflow board at /workflow is your live view of the workshop. Each column is a jobcard status; each card is a jobcard sitting in that status.
The basic operations
| Action | How |
|---|---|
| Move a card | Drag it from one column to another |
| Open a card | Click it — opens the jobcard detail page |
| Filter the board | Use the search bar at the top — by reference, plate, or customer |
| Switch garages | Sidebar — each garage has its own board |
What's on a card
- Vehicle registration, make, and model
- Customer name
- Jobcard reference
- Jobcard title
- Assigned technician (if any)
- Appointment date and time (if any)
Drag = change status
Dragging a card is exactly the same as changing the status from the jobcard's status dropdown. Both call the same API and the move is recorded in the activity log.
Estimates on the board
Estimates have their own grey Estimate column on the far left of the board (shown if you can view estimates), as well as a separate list at /estimates. Drag an estimate out of that column into a status column to promote it to a jobcard in that status; drag a jobcard back into the Estimate column and Pistonlog asks you to confirm before converting it.