Schedule Board Workflow Optimizations
This update significantly reorganizes the Schedule (Kanban Board) to better reflect job progression statuses and introduces new job states for improved tracking.
Schedule Page Updates:
- The “Opportunity” column has been removed from the Schedule Kanban Board.
- The only visible sections are now: “Job Sold” (if a job’s status is “Sold”), “Crew Assigned” (if a job is “Sold” AND a crew has been assigned to ALL estimates), “Job Started” (if a job’s status is “In Progress,” regardless of crew assignment), and “Job Completed” (if a job’s status is “Complete”).
- A new Job Status, “Collected ($),” has been added.
- An “Archive” button has been added to the bottom of the “Collected” column, which sets the job to “Archived” and removes it from the Schedule.
Card Arrow Button Visibility: The arrow buttons on the schedule cards are now always visible, resolving issues where they were previously grey and disappeared on certain colored cards.

