Service Board Overview

5. 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.