Board & Grid

For production and dispatch managers · ~6 min read

The Board shows your jobs as cards in lanes so you can see where everything is at a glance. The Grid shows exactly the same jobs as a sortable list. Same data, same filters — switch between them freely. Both are on the Job tracking side and the Dispatch side; see the overview for how the two sides differ.

The lanes

The lanes follow the side you’re on:

• Job tracking — one lane per job status (your production statuses).
• Dispatch — one lane per dispatch status (your installation statuses).

Arrange the board

• Orders / Line items, at the top, shows one card per order or one card per line item.
• Filters › Group lanes by splits the board into horizontal bands. Choose No grouping, or Job Track on the Job tracking side, or Run on Dispatch. Grouping by Run is how most dispatch managers read the week.
• Filters › Columns is a tick-list of which lanes to show. You usually have more statuses than belong on a board; untick the ones you don’t watch. Show all brings them back.

Set it up once

Your grouping and lane choices are remembered for each side, so the board looks the same next time you open it. Set it up the way your team works and leave it.

Move a job along

Drag a card into another lane to change its status. On the Job tracking side you’re setting the job status; on Dispatch you’re setting the dispatch status. With Orders showing, that’s every line item on the order; with Line items showing, it’s just the line you dragged.

Status changes can send email

If a status is configured to email on change, moving a job into it sends that email straight away. See Production statuses and Email templates.

Open a job

Click a card to open the job in a panel on the right. There you can change:

• Run for this order — which installer or run does the whole order
• for each line item: Job Status, Job Track, Job Process, Job Date and Job Notes
• for each line item: Dispatch status, Dispatch type, Dispatch date and Dispatch notes

Save when you’re done. Pay In is here too if you have dispatch access.

On the Job tracking side, a job that hasn’t been booked yet shows Not booked — book install. If you can book installs, use it to pick a run and a date without leaving the board.

On the Dispatch side, each card shows the day it’s booked, e.g. Booked Fri 24 Oct. Booked jobs that weren’t made in your factory (bought-in items, say) are on the Dispatch board too, marked No factory job.

Run sheet and Truck sheet

On Dispatch, the Print menu on the Board, Grid, Schedule and Calendar has two sheets. Both cover the dates showing, a day at a time, each day on a new page — so set the view to Day to print just one day. Filter to one Run (on the Calendar, tick just that run) to print only that installer’s sheet:

• Run sheet — every installer’s run, one after another, in the order they’ll visit: job, address and suburb, time, phones, dispatch notes and every product.
• Truck sheet — what each run needs to load, grouped by product group with quantity totals.

The Grid

Switch to Grid for the same jobs as a list. Sort by clicking a column heading.

Column	What it shows
Scheduled / Booked	The production date on Job tracking, the booked install or delivery date on Dispatch
Job / Item	The job, and the individual line item when showing Line items
Customer	Who it’s for
Order ref	Your order reference
Suburb	Where it’s going
Job Status, Job Track, Progress, Dispatch	Job tracking side: where it’s up to in the factory, and whether it’s booked
Run, Type, Dispatch Status, Production	Dispatch side: who’s doing it, what kind of visit, and how far through making it is

Find a job

Type an order number, customer name or order reference into Search order / customer… and press Enter. Search looks at every date, not just the dates showing, and shows the newest 200 matching orders. Clear the search box to go back to your dates.

Paperwork for what you’re looking at

These act on the current view. They honour your filters and date range, so filter first, then act.

1. Print — documents for every job in view. On Job tracking: Job Sheets (merged PDF), Job Sheets (ZIP), Job Schedule and Labels (.buz). On Dispatch: Job Sheets (merged PDF), plus the Run sheet and Truck sheet (below).
2. Email — email documents for the jobs in view; choose what to attach. On Dispatch that includes the Run sheet and Truck sheet for the dates and runs showing.
3. Export — the current rows as CSV or Excel (.xlsx).

For a single job, use the icons on its card or Grid row: Job sheet, Labels and Email job sheet.

Check the count before you print

Print and Email apply to everything the filters currently match — not just what’s on screen. Narrow the dates first, or you’ll send a great deal more paperwork than you meant to.

Scan

Scan, at the top, opens the full-screen scan station for factory and warehouse tablets. Scan a job’s code to bring it up, whatever its date, and record its progress. It appears if you have scanning access.

Common questions

Question	Answer
A job isn’t showing	It’s probably dated outside the range you’re looking at. Search for it, or on Dispatch check the To book tray on Schedule.
A lane is missing	It’s unticked under Filters › Columns, or the status is inactive in Settings.
Cards won’t drag	You may not have permission to change that status — check with your administrator.
The board is overwhelming	Untick lanes you don’t watch, and group by Run.