Your sales pipeline is now a board you can work, not just a list you can read. The new Kanban View in Sales → Work Requests — one of our most-requested features — lays every work request out as a card under its pipeline stage: Survey Scheduled, Lead Qualified, Estimate Provided, and Negotiation in Progress.
Drag a card to move it to a new stage, watch each column's live count and dollar total, filter the board down to exactly the leads that need attention, and clean up stale requests in bulk. It works hand in hand with everything you already use — Advanced Filters, Quick Filters, and Saved Views.
✨ What's New
- Kanban View toggle — switch between List View and Kanban View with one click from the Work Requests page.
- Pick your default view — a new Work Request Default View setting under Settings → Profile lets each user choose whether Work Requests opens in List (the default) or Kanban every time.
- Stage columns with numbers you can trust — every column header shows the count, dollar total, and win percentage for the entire filtered pipeline, calculated server-side — not just the cards on screen. Cards load 25 at a time per column with infinite scroll, so the board stays fast at any data size.
- Drag and drop between stages — dragging a card instantly updates the work request's stage.
- Smart date window — the board defaults to a five-month window on the move date (previous month through the next three), because interstate and military jobs book 60–90 days out. Adjust it to any range or choose All to remove the limit.
- Quick filter rail — one-click views for All, Booked (Closed Won), Closed Lost, Tentative, AI Survey, and No Activity (no updates in the past 60 days).
- Bulk cleanup under No Activity — with the No Activity filter on, select cards individually, stage-wise, or with Select All Cards, then mark them all as Closed Lost in one action.
- AI Survey highlight — work requests with an AI survey attached stand out with a distinctive colored border and badge, so your best-converting leads are visible at a glance.
- Full card toolkit — each card carries the work request ID, service type, status badges, owner, customer, value, move date, and tags, plus actions for edit, unassign, clone, download summary, add follow-up, and delete.
👥 Who This Is For
- Sales reps and estimators — who work leads stage by stage and want to advance a deal with a drag instead of opening each record.
- Owners and sales managers — who read the pipeline by its column totals and win percentages, and need those numbers to reflect the whole filtered range.
- Teams battling pipeline clutter — who can surface stale work requests with the No Activity filter and sweep them to Closed Lost in bulk instead of one at a time.
🧭 How to Use It
- Go to Sales → Work Requests and click the Kanban View button. The same button switches you back to List View anytime.
- Prefer the board every time? Go to Settings → Profile, set Work Request Default View to Kanban, and click Save Changes — Work Requests will open in your chosen view automatically from then on. List remains the default.
- Your pipeline appears as stage columns — each with its live count, total value, and win percentage. Cards show the essentials, including status badges like Tentative, and drag-and-drop moves a card to a new stage instantly.
- Every card is a workstation. Hover a card and the pencil icon opens the Edit Work Request page directly. The icon row along the bottom gives one-click actions: Unassign the work request owner, Clone the work request, Download the work request summary, Add Follow-Up, and Delete.
- Control the window with the Date Range picker (based on move date): keep the default five-month window, set any custom range, or choose All for full history.
- Use the left Filters rail to focus the board: Booked shows your Closed Won work requests, Closed Lost, Tentative, AI Survey (note the highlighted card borders), and No Activity for work requests with no updates in the past 60 days.
- Advanced Filters, Quick Filters, and Saved Views all drive the board exactly as they do the list — apply a filter and every column refreshes to match.
- To clean up stale pipeline, switch the left rail to No Activity. Checkboxes appear on every card and stage — tick cards individually, select a whole stage, or use Select All Cards, then click Mark Selected as Closed Lost to push them all to Closed Lost at once.
🔎 Good to Know
- Cards can be dragged between any stages in this release; stage rules (for example, requiring an estimate before Estimate Provided) arrive in Phase 2.
- Also coming in Phase 2 — Per-user saved date ranges (your custom range will be remembered at your next login instead of resetting to the five-month default).
- Permissions apply to dragging: Anyone with access to the Work Requests module can drag cards between stages.
- Bulk selection lives in the No Activity filter: That's where cleanup belongs: filter to work requests with no updates in the past 60 days, Select All, and close them out in one click.
- Column totals cover the whole filtered range: The count and dollar figures in each column header reflect every matching work request in your date range and filters — not just the cards loaded on screen.
🎉 Available Now
The Kanban View is live under Sales → Work Requests. Flip the toggle, set your window once, and start working your pipeline the way you think about it — card by card, stage by stage.
