Using the Kanban board

The Kanban board gives you a visual overview of all your jobs grouped by status.

How to use it

Go to Jobs and switch to the Board view (toggle at the top).

Each column represents a job status: Lead, Quoted, Scheduled, In Progress, On Hold, Completed. Jobs appear as cards showing the client name, job title, and value.

Column totals

Each column header shows the total revenue value of all jobs in that status. Useful for seeing how much work is in your pipeline at each stage.

Filtering

Use the filters at the top to narrow by:

• Date range
• Assigned team member
• Priority (Urgent, High, Normal, Low)
• Trade type

Tips

• Click any card to open the full job detail.
• Use the list view toggle if you prefer a table format.
• Completed and Cancelled jobs can be hidden to keep the board clean.