Service board

Every open case of the office on one board, one column per stage: Intake, Documents, Submitted, In progress and Ready. Cards past their due date are red, those due within two days amber. Drag a card to its next stage. Part of the Service jobs & case files add-on.

Steps

  1. Open Service jobs → Board. The tiles count the open and late cases, those due today and those ready to deliver; the badge on the menu counts the late ones.
  2. Drag a card to another column to move the case to that stage; the move is a step on its timeline. Or open the card's "…" menu → "Move to" for any stage, Delivered and Cancelled included.
  3. Search a job, service or client; tick "My jobs" to keep only the cases assigned to you.
  4. Click the job number to open the case; press "New job" to open one in three clicks.

Tips

  • Each card shows the checklist count (documents in / needed) and the service fee; a red due date means a late case, and one reminder is raised under the bell for it.
  • Delivered and cancelled cases leave the board; find them under Jobs → Closed.

In the app, press F1 or ? on this screen to open this guide next to your work.

This guide belongs to the Service jobs & case files module. Learn more

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