Using the Jobs pipeline

The Jobs pipeline gives you a visual, at-a-glance overview of all your orders. It's designed to help you track progress from the moment a new order is placed until it's delivered and closed.

The Kanban Board

Your primary view is a Kanban board, where each job is a movable card. This allows you to:

• Visualize Your Workflow: See all jobs neatly organized into columns representing their current status (e.g., 'New Order', 'In Production', 'Shipped').
• Update Status with Ease: Simply drag and drop a job card from one column to another to update its status instantly.
• Identify Bottlenecks: Quickly spot where jobs are piling up, helping you manage resources more effectively.

The Job Detail View

Clicking on any job card opens a comprehensive detail view where all information about that job lives. This is your central hub for managing everything related to an order.

Here's a breakdown of the sections:

• Primary Fields: At the top, you can quickly set the Status, assign a Priority (Low, Medium, High), set the job's monetary Value, and add Tags for filtering.
• Contacts: Manage the client and primary contact person for this job.
• Products & Decoration: Specify which products are part of the job, their quantities, sizes, and all decoration details (e.g., embroidery placement, print colors).
• Delivery Details: Add the shipping address, expected delivery date, and any courier tracking links.
• Links & Attachments: Keep important links (like to a client's Google Drive folder) organized.
• Notes: A space for any internal notes, special instructions, or comments from the client.
• Checklist: Use pre-made templates or create a custom checklist to ensure no step is missed.
• Activity Feed: Collaborate with your team by leaving comments and seeing a history of changes, all in one place.