The Jobs board
The Jobs board answers one question at a glance: where is every job right now?
How the board works
Each job is a card. Each column is a stage — from new lead, to quoted, to scheduled, to done. Drag a card to move a job forward. Click a card to open the full job: customer, property, price, and history.
The stages
Jobs move left to right as they progress. A typical flow:
- New leadSomeone quoted or reached out. No commitment yet.
- QuotedThey have a price in hand. Follow-ups are running.
- ScheduledIt's on the calendar.
- In progress → DoneWork happens, then it's time to invoice.
The red lane: callback requests get their own Callback requested column so a "please call me" never gets buried.
Jobs that move themselves
You don't have to drag everything. OpenGate moves cards automatically when real things happen — a new quote creates a card, and automations can advance a job when a customer books or pays. Automatic moves are marked, so you always know what happened.
Tips
- Work the board right to left: finish and invoice done work first, then chase quotes.
- Open a card to add tasks and notes so nothing about the job lives in your head.