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Workflow Cards

View important work order information displayed on the workflow cards in the column view of the workflow page

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

Workflow Card Items

Workflow cards are visible in the column view of the workflow page. The workflow cards represent the high-level information of a work order, including vehicle, labor hours, and additional details.

Workflow Card

Vehicle Image

You may choose to show the uploaded vehicle image on each of your workflow cards.

Workflow Card with vehicle image

Labor Hours

Three labor hour items can be included on the workflow card:

  • Incomplete Labor Hours: amount of labor hours still needed to complete the work order services

  • Total Labor Hours: total amount of labor hours needed to complete the work order services

  • % of Labor Hours Remaining: a visual representation of the labor hours

Workflow card labor hours

Additional Order Details

The following additional details can be included on the workflow card:

  • Tags: indicates tags added to work order; learn more about using tags to improve your workflow

  • Vehicles: associated vehicle with the order

  • Customer/Fleet: associated customer with the order

  • Service Writer: assigned service writer to the order

  • Due Date: due date of the work order

  • Technicians: assigned technician to the order

  • Notes: indicates any notes added to the work order

  • Appointments: indicates whether or not an appointment has been scheduled

  • Inspections: indicates whether or not a vehicle inspection has been completed for this work order

  • Authorization Status: indicates whether or not the work order services have been authorized by the customer

  • Amount: total amount of the work order billed to the customer

  • Amount Due: amount of the work order still due from the customer

Workflow Card additional order details

Customize Workflow Cards

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

Toggle each item on and off to change which are visible on your workflow cards in the column view. Select Save to make changes.

customize cards menu

Pro-Tip: Customize workflow cards for both the Standard View and the Condensed View of the workflow cards.

 Customize Cards menu to customize both standard and condensed views


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