The board that replaces the notebook on the dash

A note on what this is. It is a description of one screen. Not a promise that a screen fixes a shop; it fixes the question "where does that job stand?"

The question the notebook cannot answer

"Where does the Ruiz job stand?" To answer it from the notebook you need the owner, the truck and a phone call. To answer it from the tech you need the tech, who may not know the office already sent the quote. To answer it from the board you need to look at the board.

What is on it

• • One card per call. Name, address, phone, language, what they need, how they found you.
• • One column per step. New, texted back, booked, quoted, approved, done. Your steps, not ours.
• • A card moves when something happens. The tech taps "done" on site; the office drags "quoted" to "approved."
• • A card that has sat in a column too long changes color. Three days at "quoted" with no follow-up is orange.
• • The whole text and call history is one tap away, on the card.

What the tech sees

Only his own jobs, on his phone. Today's stops, the address, the notes, the customer's language. He can move his own card and add a note. He cannot see the whole company's quotes, and he does not need to.

What it does not do

It does not dispatch trucks, do payroll, or replace Jobber if you are on Jobber. It is the front of the business: from the call to the booked job. Once a job is booked, if you already run it in dispatch software, keep running it there.

Questions we get asked about this

Related