Workflow in the mobile app shows where your shop's work stands and lets you move it on with one tap. What you see depends on your mobile access:
- Sales and managers see your shop's own workflow: the columns you built on the desktop, with the booked jobs and quotes in each. This board is on the Growth plan and up.
- Installers see the simpler Jobs board: jobs by stage, with one button per job for its next step.
- Managers, and anyone with both Installer and Sales access, get a Workflow / Jobs switch at the top to flip between the two.
To open it, tap the round thumb button at the bottom of the screen, then Workflow under Everyday. Tap the X in the top corner to close it.
The Workflow board (sales and managers)
The board uses your shop's columns, names and colors exactly as set up on the desktop. A line at the top counts the jobs and quotes on the board and their total value.
Tap Stage to jump to a column. Each column lists its job cards first, then its quote cards. You may also see:
- Online bookings: online bookings that aren't on the board yet.
- Not on the board: quotes that haven't been placed in a column.
Use All jobs, In shop and On site to filter the job cards. Quote cards always show.
To move a card, tap its Move to button to send it to the next column, or tap the card's menu to pick any column. After a move, an Undo bar appears for a moment.
A few moves ask first:
- Moving a quote into a column marked as won asks Mark as won? and approves the quote, so it can be turned into an invoice.
- Moving a quote into a column marked as lost asks Mark as lost? and declines the quote.
- Both need permission to record payments. Without it, the app tells you to ask someone with payment access.
- A quote that's already been turned into an invoice can't be moved to a lost column.
Editing the columns themselves, like renaming, adding or removing them, stays on the desktop.
No workflow yet?
If your shop hasn't set one up, you'll see Set up your workflow. Tap Create the standard workflow to add five columns: Scheduled, In progress, Waiting, Ready to invoice and Done. Booked jobs land on the board automatically after that.
The Jobs board (installers)
A strip across the top shows each stage with a live count: Scheduled, Confirmed, Checked in, In progress, Ready and Done. Tap a stage to list its jobs. Each job has one button for its next step:
- Confirm and Check in happen with one tap and offer Undo.
- Start job and Mark ready text the customer, so you tap twice to confirm.
- Complete also needs two taps.
Use Who to filter by team member. Managers also get a Type filter. If someone else moves a job at the same time, the app says so and shows where the job is now.
Frequently asked questions
Q: Why do I only see Jobs and not Workflow?
A: The Workflow board is for sales and manager access. Installer-only access gets the Jobs board.
Q: Why does the Workflow board say it's not on my plan?
A: Your shop's own workflow board is on the Growth plan and up. The Jobs board doesn't need it.
Q: Can I change my columns from my phone?
A: No. You can move cards on your phone, but renaming, adding or removing columns is done on the desktop.
Q: Why did moving a quote ask me to approve it?
A: The column you picked is marked as won or lost. Moving a quote there approves or declines it, so the app checks first.