Workflow Board

The workflow board is a kanban-style view that shows every live jobcard in your garage, arranged into columns by status. It's the screen most teams keep open all day — one look tells you what's booked in, what's in progress, and what's waiting on parts.

You'll find it at Workflow in the sidebar.

Understanding the columns

Each column is a status you've configured for your garage. If you have five statuses, you'll see five columns, in the same left-to-right order they appear on your Workshop Settings → Statuses page.

Each column header shows:

• The status colour (a small coloured indicator)
• The status name (e.g. "Booked In", "In Progress")
• A count badge showing how many jobcards are in that column

Columns scroll independently, so you can browse a busy column without losing sight of the others. The board itself scrolls horizontally if you have many statuses.

What each card shows

Every jobcard appears as a card in its current status column. At a glance you can see:

• Jobcard reference — e.g. Jobcard42
• Title — the jobcard title, clickable to open the full jobcard
• Customer — name with a person icon (technicians don't see the customer name here — the PII strip applies to web jobcard/kanban data too, not just printouts and mobile; see the PII rule)
• Vehicle — registration, make, and model
• Assigned technician — avatar and name shown if someone is assigned
• Job type badges — small icons indicating if the jobcard includes MOT, Service, or Timing Belt work

Moving jobcards between columns

Drag a card from one column and drop it into another to change its status. This is the primary way to progress work through your pipeline.

There's no modal that interrupts the drop — the status change saves immediately. (A separate Required Specs dialog can prompt for missing vehicle spec fields when you're working on the jobcard itself, but it doesn't fire on the kanban drag.)

Completion statuses

Statuses that should mark a jobcard as "done" are configured by ticking the Completed status toggle on the status itself (in Workshop Settings → Statuses) — see Jobcard statuses. The toggle is the source of truth; Pistonlog doesn't match by name (so a status called "Done" isn't auto-flagged unless the toggle is on).

There's no separate completion modal that pops up on drop with MOT/Service date fields — those reminder dates are captured at the job level via per-job reminder intervals when you're editing the job, not via a status-change prompt.

Searching the board

A search bar sits at the top of the board. Type to filter cards across all columns at once. The search matches against:

• Jobcard reference number
• Customer first and last name
• Vehicle registration, make, and model
• Assigned technician name

Results update as you type. (The jobcard title isn't currently part of the search index.)

Creating a jobcard from the board

Click the New Jobcard button to open the jobcard creation dialog without leaving the board. Fill in the title, customer, vehicle, and optionally set a status and appointment date.

Tips

• Arrange statuses left to right to match your real workflow. Most workshops go from intake on the left to collection on the right.
• Flag your completion statuses so the system knows which columns close out a job — see Jobcard statuses.
• Search by registration when a customer calls. Fastest way to find the right jobcard.
• Keep the board open as your team's default screen.