View the workflow in three different ways: Columns, List, or Parts & Tires.
Columns View
Select Columns to view your workflow organized by order status (e.g. Estimates, Dropped Off, In Progress, and Invoices).
Customize Columns
Edit, add, delete, and rearrange columns to work for your shop.
Add Column
Select the Customize icon in the top right of the Workflow Page
Select Add Column
Rename column
Drag and drop the new column where you want it in the workflow
Hide Column
Select the Customize icon in the top right of the Workflow Page
Toggle off the column you want to hide
Toggle the column back on if you want to bring the column back in to 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.
Select Standard or Condensed and select Save to change your Workflow Card view. Check out our help article Workflow Cards to learn more.
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).
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.
Order Ellipsis Menu
Select the ... ellipsis on an order to jump to more order details and perform additional actions.
Parts & Tires View
Select Parts & Tires to view your workflow by part status and their corresponding work order. Check out our help article Parts & Tires Workflow to learn more.
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