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.

Figure 1 — the Board with the Job Tracking preset applied. (1) View sets lanes and grouping in one step. (2) Lanes by decides what each column represents. (3) A job card — drag it to the next lane to move the job along. (4) The Board / Grid tabs show the same jobs two ways.

Start with a View preset

The View dropdown sets the board up for a job in one click:

Preset	Sets the board to
Job Tracking	Production — lanes are your job statuses
Dispatch	Delivery and install — lanes are dispatch statuses
Custom	Whatever you configure by hand below

Changing Lanes by or Group by yourself switches you to Custom automatically.

Arrange the board

• Lanes by — what each column represents: Job Status, Dispatch Status, Job Track, Run, or Job Process.
• Group by — split the board into horizontal bands: No grouping, Job Track, or Run. Grouping by Run is how most dispatch managers read the week.
• Lanes — 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 lane, grouping and hidden-lane choices stick, 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 the next lane to change its status. What changes depends on Lanes by — on a Job Status board you’re setting the job status; on a Dispatch Status board you’re setting the dispatch status.

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.

The Grid view

Switch to Grid for the same jobs as a list you can sort and export. Columns:

Column	What it shows
Scheduled	The scheduled date
Job / Item	The job, and the individual line item when viewing at line grain
Customer	Who it’s for
Order ref	Your order reference
Suburb / Branch	Where it’s going, and which branch owns it
Run	The installer or delivery run
Check measure	Whether check measure is done
Job Status / Dispatch / Job Track	Current position in each workflow
Progress	How far through the job is

Sort by clicking a column heading.

Paperwork for what you’re looking at

These three act on the current view — they honour your filters and date window, so filter first, then act.

1. Print — print or download documents for every job in view. Choose which documents to include.
2. Email — email documents for the jobs in view; choose what to attach.
3. Export — export the current rows to a file.

Check the count before you print

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

Scan

Scan opens the QR scanner for updating a job from a printed sheet or label — scan the code and BUZ takes you straight to that job. Handy on a workshop tablet or phone.

Common questions

Question	Answer
A job isn’t showing	Check Date by — it’s probably filtered on the other date type. Try Either.
A lane is missing	It’s unticked in the Lanes menu, 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.