Workflow Views

View, search, and organize workflow processes, estimates, invoices, and parts in the Columns, Lists, and Parts views

Ashley Bennett avatar
Written by Ashley Bennett
Updated over a week ago

View the workflow in three different ways: Columns, List View, or Parts.

Workflow view selection buttons Columns, List, and Parts

Columns View

Select Columns to view your workflow organized by order status (e.g. Estimates, Dropped Off, In Progress, and Invoices).

Workflow page columns view

Customize Columns

Edit, add, delete, and rearrange columns to work for your shop.

Add Column

  1. Select the Customize icon in the top right of the Workflow Page

  2. Select Add Column

  3. Rename column

  4. Drag and drop the new column where you want it in the workflow

Add new column to workflow page

Hide Column

  1. Select the Customize icon in the top right of the Workflow Page

  2. Toggle off the column you want to hide

  3. Toggle the column back on if you want to bring the column back in to view

Hide columns from workflow page view

Please Note: Hiding columns will only change your view. It will not hide columns for anyone else in your shop.

Workflow Cards View

View Workflow Cards on your Columns Workflow in a customizable Standard or Condensed view. To change card views, select the Customize icon in the top right of your workflow page. Select Customize Cards from the dropdown menu.

Workflow page column customization options to customize cards

Select Standard or Condensed and select Save to change your Workflow Card view. Check out our help article Workflow Cards to learn more.

Customize Cards menu to customize both standard and condensed views


List View

Select List to view your workflow in a single-column list for each workflow status. Select a tab to view orders by order status (these match your Workflow Columns).

Workflow page list view

Sort Work Orders

Sort orders by details such as Due Date, Order Status, and more. Select the category you want to sort by. Click again to switch from ascending to descending order.

Select an order detail to sort orders in list view

Order Ellipsis Menu

Select the ... ellipsis on an order to jump to more order details and perform additional actions.

Perform actions on an order from the lists view: view order, view inspections, view time clocks, print estimate, add new payment, archive, and delete order


Parts View

Select Parts to view your workflow by part status and their corresponding work order. Check out our help article Parts Workflow to learn more.

Workflow Page parts view


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