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The schedule board is the home screen. It shows one day of work for every technician in the shop. Use it to add jobs, place them on technicians, and track status through the day.
Schedule board grid with technician columns, the time column, capacity chips, and job cards

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What the board shows

  • Technician columns. Each active technician gets a column. The header shows the short name, a tier label (Foreman, A Tech, B Tech, Apprentice), and a “You” pill on the column that belongs to you on this board.
  • Time rows. Time runs down the left side in 30-minute ticks, from shop open through closing time on the grid.
  • Capacity chip. Each column header shows open hours for the day, such as “3.5h open” or “1.0h over”. Red means under 30 minutes open, amber under 2 hours, and green means more than two hours remain open.
  • Job cards. Each card shows the customer, vehicle, RO number, hours, job type, and a status pill. Click a card to open Job Details.
  • Linked RO chain. A chain icon sits beside the RO number when that job is genuinely on the same repair-order ticket as another job. Matching RO digits alone do not create the icon. A single job with that number has no chain until another job is linked to the ticket. See Reusing an RO number.
  • Time off. A hatched overlay with an “OFF” or “PARTIAL” badge marks time a technician is out of the shop.
  • Unassigned panel. The list on the right side of the board. Jobs wait here until they are placed on a technician.
  • Shop Performance strip. The strip at the bottom shows hours completed against the shop goal, assigned hours, and Goal, Assigned, and Done for each technician.

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Moving between days

Use the chevrons in the top bar to go to the previous or next open day. Closed days are skipped. Click the date to pick a day from the calendar. Today jumps back to the current day. Past days and future days are read-only for placement. You cannot drag jobs on them. Status changes, edits, archive, and unassign still work on past boards.
Press Ctrl+B on Windows, Cmd+B on Mac, to collapse the navigation rail, Shop Performance, and the Unassigned panel together. Press it again to bring them back.

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Who can do what

  • View the board, search, open Job Details. All roles.
  • Add, edit, drag, resize, status, archive, unassign. Owner / Admin, General Manager, Service Advisor, and Foreman.
  • Auto Schedule, Carry Forward, Reset Day. Owner / Admin, General Manager, and Service Advisor can run these.
Technicians see the board as read-only. If billing is past due, the board is read-only for everyone.

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Tasks

Add a job

Create a repair order.

Assign a job

Drag a job onto a tech.

Move or resize a job

Change a slot or length.

Job details

Read and edit a card.

Job statuses

The six job statuses.

Unassigned jobs

Panel tags and filters.

Promised time

Promise flags, overdue.

Bulk day actions

Carry Forward, Reset Day.

Search

Find by RO or VIN.
Last modified on September 8, 2026