See every active job at a glance. Track progress from 'prospect' to 'punchlist' with visual boards that show exactly where each project stands.
Jobs move left to right through your custom workflow phases, just like they move through your shop. Each column represents a milestone in your process, from "Needs Approval" to "Ready for Install."
We'll help configure your board to match your exact workflow terminology. No need to learn new jargon. You can just use the phases your team already knows.
Separate boards for Sales and Production workflows. Keep quotes and estimates organized while tracking active builds independently.
Cards show only current phase tasks, hiding future work until relevant. Keeps your board clean and your team focused on what matters now.
Late tasks turn red. Active work shows green. Delayed jobs get red borders. Problems jump out before they become crises.
Move jobs between phases with simple drag-and-drop. Update multiple projects in seconds as work progresses.
Set up phases that match your process: Design, Approval, Cut List, Assembly, Finishing, Delivery... whatever you call them.
Every team member sees the same real-time view. No more "what's the status?" interruptions throughout the day.
Busy shops juggle so much simultaneously. Without visual tracking, things slip through cracks. Workflow Boards put you back in control.
Visual alerts warn of delays before customers call
Everyone knows priorities without asking
Answer "where's that job?" instantly
Sleep knowing nothing's forgotten
Many shops still use spreadsheets or some sort of whiteboard that are constantly out of date. With Workflow Boards, your entire team (shop floor, office, and installers) works from the same real-time information, eliminating constant "status update" interruptions.
Set up your custom workflow board in under 30 minutes