Kanban basics

How the workflow board reads — columns are statuses, cards are jobcards, drag to change status

OwnerManagerReceptionTechnician

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

ActionHow
Move a cardDrag it from one column to another
Open a cardClick it — opens the jobcard detail page
Filter the boardUse the search bar at the top — by reference, plate, or customer
Switch garagesSidebar — each garage has its own board

What's on a card

  • Vehicle registration (plate display)
  • Customer name (or business)
  • Jobcard reference
  • Assigned technician (if any)
  • Appointment date (if any)
  • Payment status (if invoice has been issued)
  • Status colour dot

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.

What's not on the board

Estimates aren't shown on the workflow board — they're a separate list at /estimates. Filtered out by isEstimate = true. Promote an estimate to a jobcard and it appears on the board at your garage's default status.

Related

Was this article helpful?