The Kanban board family is complete: after Work Requests and Contacts, Work Orders now have a Kanban view of their own. One click on the Operations → Work Orders screen turns the list into a board where every pipeline stage is a column — from Booked through Truck(s) Assigned, Customer Confirmed, Published, Job Started, and on to Closed Out and Cancelled — each showing its work order count and dollar total. Drag a card to move the work order between stages, act on it right from the card, and set Kanban as your default Work Orders view if the board is where you live.

What's New

• Kanban View toggle on Work Orders: switch between List and Kanban any time — filters, quick filters, and saved views work in both, showing the same results.
• Stage columns with the money in view: each pipeline stage is a column with its count, total amount, and win probability — Closed Out and Cancelled carrying Won and Lost.
• Cards that tell the story: service type, WO number, amount, owner, job type, start and end dates, dispatch status, and tags — with Add Tags right on the card.
• Drag to progress: move a card between stages and the change saves — the work order shows the same stage in List View and after a refresh.
• Act from the card: double-click opens the work order detail page, the pencil opens the Edit Work Order drawer, and the card's actions include export as Excel, export as CSV, download summary, and delete.
• Per-user default view: a Work Order option in your profile's Default View Preferences — alongside Work Request and Contact — sets whether the module opens in List or Kanban for you.

Who This Is For

• Operations managers who want the day's work orders laid out by stage, with stage totals in dollars
• Dispatchers progressing jobs through the pipeline by dragging instead of opening each record
• Owners reading the operational funnel at a glance — what's booked, what's rolling, what's closed
• Teams already working the Work Requests and Contacts boards, now with the same view on operations

🧭 How to Use It

1) Go to Operations → Work Orders and click Kanban View.

Operations (1) → Work Orders (2) → the Kanban View toggle (3)

2) The board opens with a column per pipeline stage — count, total, and probability on each — and every work order as a card. Drag cards between stages, double-click to open the work order, use the pencil to edit, or export and download straight from the card.

The Work Orders board: stage columns with counts and totals, cards with amounts, owners, dates, and actions

3) To make the board your home view, set the Work Order default layout to Kanban under Settings → Profile → Default View Preferences — it's per user.

Profile (1–2) → Default View Preferences → the Work Order module's default view (3)

Good to Know

• Both views, one truth: a stage change made on the board is the work order's stage everywhere — List View, refreshes, and reports all agree.
• Your stages, your board: the columns follow your operations pipeline stages, so the board mirrors however your pipeline is configured.
• Saved views included: your saved views and filters apply on the board just as they do on the list — switch views without losing your slice.

Available Now

The Work Orders Kanban view is live now under Operations → Work Orders — no setup needed. Click Kanban View and run operations stage by stage, card by card. Built from customer feedback, as always — keep it coming.