Scheduling & Pipeline Boards

Overview

Lead / intake → Estimate (list or board) → Customer approves → Job (list or board) → Calendar / Scheduler → Complete

How to access

• Estimates → Board → /estimates/board
• Jobs → Board → /jobs/board

• Jobs → Calendar → /jobs/calendar
• Scheduler → /scheduler (tabs: calendar, column, timeline, routes)

• Settings → Pipeline Settings → /settings/pipeline

• Scheduler guide · Timeline docs · Calendar docs · Routes docs
• Feature guides: Scheduler & Dispatch, Timeline View, Calendar View

What you can do today

• Move estimate and job cards between pipeline columns on boards.
• Open card details, assign owners, and filter by stage.
• Switch from Jobs list to Board or Calendar view toggles.
• Schedule approved work on Jobs → Calendar or Scheduler views.
• Configure pipeline stages (admin) to match how your team talks on the phone.
• Link marketing and intake leads into the same pipeline—see Marketing Automation.

Prerequisites

• Admin configures pipeline stages before boards match your process.
• Jobs need technicians and scheduled dates to appear on calendars.
• Role permissions for estimates, jobs, and scheduler as appropriate.

Step-by-step

Run a sales standup on the estimates board

1. Go to Estimates → Board (/estimates/board).
2. Scan columns for stuck deals (sent but not approved, etc.).
3. Drag cards forward when status changes or open a card to send/update the estimate.

Move production on the jobs board

1. Go to Jobs → Board (/jobs/board).
2. Move jobs from Scheduled → In Progress → Completed as field work progresses.
3. Open jobs that need scheduling and note unscheduled work.

Schedule from calendar

1. Open Jobs → Calendar (/jobs/calendar) or Scheduler (/scheduler).
2. Place unscheduled jobs on technician rows (drag-and-drop or schedule modal).
3. Confirm crew assignments to avoid double-booking—see Scheduler & Dispatch.

Align pipeline language

1. Go to Settings → Pipeline Settings (/settings/pipeline).
2. Rename stages to match office vocabulary (for example, “Awaiting deposit” vs “Approved”).
3. Save—boards and list filters pick up the new labels.

Current limitations

• Boards show stage movement; they do not replace detailed scheduling—always confirm times on a calendar view.
• Bulk schedule and side-panel route optimize shortcuts show “coming soon”—use Route Planning or schedule individually.
• Multiple calendar entry points (Jobs calendar vs Scheduler tabs) overlap—teams should agree on a primary dispatch screen.
• Pipeline configuration changes do not retroactively remap historical reporting buckets without data cleanup.

Roadmap

• Bulk scheduling from the scheduler side panel for batch-assigning unscheduled jobs.
• Tighter board → calendar actions (for example, schedule directly from a job card).
• Optional automation when estimates approve (auto-create job and propose schedule slot).

Related features

• Scheduler & Dispatch Board
• Timeline View
• Calendar View
• Maintenance Schedules
• Marketing Automation & Lead Nurture
• AI-Assisted Estimating