The Workboard is the day-to-day view: every car in your shop is a card, every status (booked, in-bay, awaiting parts, ready) is a column. Drag cards across columns as the work moves.
Columns
The default columns map to the lifecycle:
- Booked / Pending — created, not started. Most cards arrive here from an appointment.
- In progress — assigned mechanic has started.
- Inspection — checks done, awaiting customer approval on extra work.
- Awaiting parts — work paused.
- Ready / Completed — vehicle ready for pickup.
- Cancelled — keeps the row for reporting.
You can rename or add columns under Settings → Workboard columns. Don't add too many — <7 keeps it scannable.
What's on a card
Each card shows: vehicle (registration + model), customer name & phone, services listed, total amount, mileage in, due date, assigned mechanics, tag chips, and an unread-message badge if the customer has chatted.
Custom fields (Settings → Custom fields) can also surface here — useful for "preferred brand", "warranty?", "fleet code", etc.
Filtering by mechanic
The top-right filter lets each mechanic see only their cards. Combined with permissions (Workboard view+edit only) it's the single biggest "less noise" win. Most shops set this as the default for mechanics.
Bulk actions
Tick multiple cards → Move to another status, Reassign mechanic, or Tag in one go. Useful at end-of-day when you're closing out 10+ vehicles.