WO-2061New
Panel upgrade — 8 Pine Ave
ElectricalCreated just now
Feature · The board
Every job, color-coded by the business it belongs to
One board holds every business you run. Status is the first thing you read, and a colored edge tells you which business each job belongs to — so two shops never blur together and nothing sits in a state you cannot explain.
Read it at a glance
Status is the first thing you see
Status is a reserved channel — a tinted fill plus a small dot on every label. The dot is what keeps it honest: the board stays readable in grayscale, for a colorblind tech, and on a phone in direct sun. You do not decode a legend. You glance at the column and the color, and you know where the job stands.
Because the fill is spoken for by status, it is never borrowed to mean anything else. A blocked job looks blocked from across the shop, whichever business it belongs to.
The status triad
NewWaiting on partsBlockedDone
Tinted fill, dark text, and a dot — one label, three signals, so status survives grayscale and sunlight.
A lifecycle, not a free-for-all
The statuses are enforced by the database
A job moves through one clear lifecycle. Each step means the same thing on every business you run, so nobody has to learn a new board when they switch shops.
New
A request just landed — from email intake or added by hand.
Triaged
You have set priority and decided it is a real job.
Scheduled
It has a crew and a date.
In progress
Work is happening in the field right now.
Done → verified → closed
Finished, checked, and off the active board.
Blocked needs a reason
You cannot park a job in Blocked without saying why — vendor, parts, permit, or access. External blockers become visible instead of silent.
On hold needs a wake date
On hold is rejected unless you give it a wake date or condition. It returns to the board on its own, so “on hold” never quietly means “forgotten.”
Canceled stays on the record
A canceled job leaves the active board but stays on the record — nothing is erased, so you can still see what came in and what you decided.
None of this is a workflow you wire up. It is how the board behaves out of the box, included in the flat $99/month plan, unlimited businesses and crew.
One board, every business
Color-coded by the business it belongs to
The business a job belongs to gets its own channel: a colored edge and dot, assigned by index, that never touches the status fill. So Plumbing, HVAC, and Electrical can share a column without ever blurring together — which is the whole point of running several businesses from one workspace.
New
Blocked
WO-2054Blocked — waiting on parts
Water heater — 14 Oak St
PlumbingReason: parts
Done
WO-2049Done
Rooftop unit service — Bldg C
HVACVerified
Three businesses, one board, and the blocked job carries its reason right on the card — so the column tells you not just that something stopped, but what it is waiting on.
Live for the whole crew
Realtime, and instant to drag
Move a card and it updates across every device on the workspace in realtime — the office and the crew see the same board without a refresh. Drag-and-drop is optimistic, so the card moves the moment you let go instead of waiting on the network, and the change syncs behind it.
On a phone the same board reads as a clean status list, so a tech can check a job and move it one-handed on site. The board the office watches and the list the field taps are the same source of truth — never two systems drifting apart.
Off the spreadsheet
Track work orders without a spreadsheet
A spreadsheet of jobs has no status you can trust and no color you can scan — a row is “done” only because someone remembered to type it. Jobs arrive by email as cards, move through enforced states, and stay visible until they are closed. If you are not sure it is time yet, here is when to move off the spreadsheet.
Want to see the shape of a job before you switch? Start from our free work-order template — the same fields the board captures, on paper first.
Questions about the board
- What statuses are there, and can I customize them?
- The board runs one opinionated lifecycle: New, Triaged, Scheduled, In progress, Done, Verified, Closed — plus Blocked, On hold, and Canceled for the jobs that step out of line. It is deliberately fixed rather than a field you build yourself, so a status means the same thing on every business you run and across every phone in the crew. You are not naming columns; you are moving real work through states the database understands.
- What does “blocked needs a reason” mean in practice?
- You cannot drop a job into Blocked and walk away. The database requires a reason — waiting on a vendor, parts, a permit, or site access — so a blocked job is a visible, answerable thing instead of a silent stall. On hold works the same way: it is rejected unless you give it a wake date or condition, and it comes back to the board on its own when that date arrives. “On hold” can never quietly mean “forgotten.”
- Does the board update in real time for the crew?
- Yes. Move a card and it updates across every device on the workspace in realtime — the office and the crew in the field see the same board without refreshing. Drag-and-drop is optimistic, so the card moves the instant you let go rather than waiting on the network, and the change syncs behind it. On a phone the board reads as a clean status list, so a tech checks and updates jobs one-handed on site.
- How do multiple businesses stay separate on one board?
- Status and business use two different visual channels that never collide. Status is the tinted fill and dot; the business (entity) is a colored edge and dot assigned by index, so a Plumbing job and an HVAC job are told apart at a glance even when they sit in the same column. You can watch every business at once or filter down to one, and nothing from one business leaks onto another — separation is enforced in the database, not just drawn on screen.
See your businesses on one board
We’re onboarding operators now. Request access and we’ll set up your workspace, your businesses, and their boards with you.