Leads, the To-do list and each job's Board work the same way, so you learn it once.
How a board works
- Click anywhere on a row to open its card. The open card is in the address, so you can send the link.
- Status labels: click the coloured block to change it. Edit labels renames one, changes its colour, adds or removes one. Each label counts as open, done, won or lost, so totals stay right whatever you call it. A label in use cannot be removed.
- Responsibles: click the round avatars to add or take people off. Anyone you add is told in their Inbox and sees it under Mine.
- Comments: type @ and a name to tell that person. The responsibles and whoever wrote the item hear about every comment.
- In the row: rename in place, change dates and priority. + Add is the last line of every group.
- Kanban: the same items as columns; drag a card to change its label. Your choice of view is remembered.
- Files on a card: PDF or image, up to 8 MB, 20 per card.
Leads (office only)
- Press New lead: what the client wants and where.
- Move it along with the label: New request, In contact, Site visit booked, Site visit done, Quote to write, Quote sent, Follow up.
- Client says yes: Won: start the job, type the job number. The job is made at the Estimate step with the client and address.
- Lost: pick the Lost label and say why. The reason stays on the card.
Tasks and the To-do list
- Tasks is what is assigned to you across every job.
- To-do list (office and Site Manager): small things for a job or the business. Type in the top line, choose the job and the person, press Enter. Tick the circle when done. Mine, Everyone and Done split the list.
Inbox and Approvals
- Inbox collects hand-offs, mentions, items given to you, incidents and requests to authorise. Each notice opens the card.
- Approvals is where managers authorise or decline requests to undo something. See Approving safely.