Cards can also be reordered within a column; that order is saved. The Job Board at /jobs/board groups jobs into columns by status : Draft, Scheduled, In Progress, On Hold, Completed, and Cancelled. Drag cards between columns to update status without opening each job.
Jobs to view toggle Board to /jobs/board - Or navigate directly to /jobs/board Requires jobs:view to open. See up to 500 jobs across six status columns (sorted by board order, then schedule). Drag and drop a job card to another allowed status column. Reorder cards within a column; order persists for the team. Click a card to open /jobs/:id. Refresh the board after external changes. Open a message drawer or place a call from a card (telephony when configured). After a successful move, use Undo when the reverse status transition is allowed. Only workflow edges are allowed (same rules as job detail / API): Invalid columns show a visual reject while dragging. Completed and Cancelled cards are not draggable. If a move needs missing data, a modal collects it before the status change: - DRAFT to SCHEDULED: customer, scheduled date.
Overview
The Job Board at
/jobs/board groups jobs into columns by status: Draft, Scheduled, In Progress, On Hold, Completed, and Cancelled. Drag cards between columns to update status without opening each job. Cards can also be reordered within a column; that order is saved.How to access
- Jobs → view toggle Board →
/jobs/board - Or navigate directly to
/jobs/board
Requires
jobs:view to open; status changes require jobs:update (cancel requires jobs:delete / manage).How do you see up to 500 jobs across six status columns (sorted by board order, then schedule)?
See up to 500 jobs across six status columns (sorted by board order, then schedule).
- See up to 500 jobs across six status columns (sorted by board order, then schedule).
- Drag and drop a job card to another allowed status column.
- Reorder cards within a column; order persists for the team.
- Click a card to open
/jobs/:id. - Refresh the board after external changes.
- New Job shortcut to
/jobs/new. - Open a message drawer or place a call from a card (telephony when configured).
- After a successful move, use Undo when the reverse status transition is allowed.
Transition rules
Only workflow edges are allowed (same rules as job detail / API):
| From | To |
|---|---|
| DRAFT | SCHEDULED, CANCELLED |
| SCHEDULED | IN_PROGRESS, CANCELLED |
| IN_PROGRESS | ON_HOLD, COMPLETED |
| ON_HOLD | IN_PROGRESS, CANCELLED |
Invalid columns show a visual reject while dragging. Completed and Cancelled cards are not draggable.
Required fields
If a move needs missing data, a modal collects it before the status change:
- DRAFT → SCHEDULED: customer, scheduled date, service address
- SCHEDULED → IN_PROGRESS: assigned technician (start time auto-fills)
- IN_PROGRESS → ON_HOLD: hold notes
- IN_PROGRESS → COMPLETED: end time / completed date auto-fill
Customer contact gate
Before SCHEDULED → IN_PROGRESS or IN_PROGRESS → COMPLETED, ServiceFlow requires recorded customer contact. Contact counts when:
- An outbound SMS/email is sent for the job, or
- A call is linked / placed from the board, or
- You choose Mark as contacted in the transition modal
Prerequisites
jobs:viewpermission.jobs:updateto move cards (status changes).jobs:delete(or manage) to cancel via the board.
Step-by-step
Move jobs on the board
- Go to Jobs and select Board, or open
/jobs/board. - Locate the job card in its current column.
- Drag the card to a valid target status column (invalid columns are highlighted as not allowed).
- If required fields or customer contact are missing, complete the modal, then confirm.
- The card moves immediately; a success toast appears (with Undo when reversible).
Reorder within a column
- Drag a card above or below another card in the same status column.
- Release — the new order is saved for everyone on the board.
Start from the board
- Click New Job to open
/jobs/new. - After creation, return to the board — the job appears in Draft or Scheduled depending on how you saved it.
Example: Monday morning board for a four-truck crew
Dispatch opens
/jobs/board. Six columns are fixed: Draft, Scheduled, In Progress, On Hold, Completed, and Cancelled. The board loads up to 500 jobs, ordered by the saved card order and then by schedule. A shop with more than that open should filter on the job list first; the board is the working set, not the archive.A draft water-heater job is missing a date. Dragging it toward Scheduled is rejected until the modal has a customer, a scheduled date, and a service address. Dragging that same card to In Progress is not a legal edge. Legal moves are Draft to Scheduled or Cancelled, Scheduled to In Progress or Cancelled, In Progress to On Hold or Completed, and On Hold back to In Progress or to Cancelled. Completed and Cancelled cards do not drag. An illegal column highlights as a reject instead of saving a bad status.
Scheduled to In Progress asks for an assigned technician. Start time fills in. The same move, and In Progress to Completed, also require recorded customer contact: an outbound SMS or email on the job, a call placed or linked from the card, or Mark as contacted in the modal. That rule is the same for every business in this release. It is not a per-company toggle. In Progress to On Hold requires hold notes. In Progress to Completed fills the end time. Cancel uses delete or manage permission, not only
jobs:update. jobs:view can look. jobs:update can move.The card moves immediately, then a toast offers Undo when the reverse transition is allowed. Reordering inside one column saves for the whole team, not just that browser. Refresh picks up a status someone changed on the job detail page. The message drawer and click-to-call depend on messaging and telephony being configured. On a phone, columns stack and drag is awkward; use the status control on
/jobs/:id instead.Current limitations
- The board loads a large page size (500 jobs); very high-volume shops may need list filters elsewhere first.
- Contact rules for start/complete are fixed for this release (not per-business configurable yet).
- Mobile layout stacks columns; drag may be less convenient on small screens — use the status menu or job detail if needed.
Related features
- Jobs List & Detail — full list filters and job detail editing
- Scheduler & Dispatch — time-based dispatch view
- Calendar View — week calendar for scheduled jobs
