Service Board Overview

Accessing the Board
Click the hamburger menu, then click Board.
Table View
This is the default view.
Shows the technician's name and job order.
Calendar View
Use this to add daily activities and work orders.
Example: an emergency job comes in and needs to be scheduled:
Choose the customer.
Choose the date.
Type in the concern.
Add labels as needed (e.g., "No Hot Water").
All Techs vs. Scheduled Today toggle: view all technicians, or only those scheduled for that day.
Calendar button: selects the date.
Projects View
Shows the list of projects technicians are working on.
Filter by Brand and by Status (Completed, In Progress, Future Work: anything not yet completed).
Changing the Layout
Click the horizontal arrows on the left to switch to vertical view, with technicians listed across the top.
Reassigning or Rescheduling a Job
If an appointment runs long and the next job needs a different tech:
Click the ticket for the other job.
Change the technician and date as needed.