The Workboard

The Workboard is its own page under Front desk, not a view of Schedule. Schedule answers "what is on, and when". The Workboard answers "where is each bike up to". It is the screen the bench works from.

The columns

• Service jobs run left to right: Booked, In progress, Waiting, Ready for pickup and Complete. A Declined column appears after Complete for shops that use that outcome
• Waiting is one column with two drop zones, Awaiting parts and Awaiting approval
• Each column heading carries a count
• A shop that drives to customers gets two more columns once the En route stage is on: En route for the drive out, On the way to deliver for the drive back
• Stages you have renamed, recoloured or hidden on job card setup follow here. A hidden stage's column appears only while a job is still in it

• This day shows one day at a time, with the same date stepper the rest of the admin uses. Jobs waiting on parts or approval carry over from earlier dates rather than being stranded.
• All open adds every unfinished job booked for later dates too: what to pull forward in a free hour.
• Either way there is a staff filter (All staff, Unassigned, or one person). Cancelled and no-show bookings never appear. A completed job sits in Complete as a locked, read-only card.

• Cards show the start time or arrival window, the customer, every line of work, where the job happens if not at the shop, and who it is assigned to
• Pills call out a Rush job, a Priority job, one blocked on an unsigned Waiver, and how long a bike has sat waiting
• Priority is not rush: rush is a paid same-day turnaround the customer chose; priority is your own call, bills nothing, and is never shown to the customer. A priority job floats to the top of its column
• See bikes waiting on parts for working that column

Moving a job

• Drag a card into another column, or use the button at the bottom of the card, which names the next stage
• That button covers Booked to In progress to Ready for pickup. The Awaiting detours and Complete live on the job card's stage control
• Moves save immediately. A refused move snaps back and says why
• If your shop requires a servicing waiver before work starts, moving a job into the workshop stages opens the ways out (sign now, send the link, or authorise starting without it). See checklists and safety

What a stage change tells the customer

• Moving a job to Ready sends the "your bike is ready" email, unless you switched that template off. It is not tied to the booked date.
• The in-between updates (work started, waiting on parts, needs approval) are off by default.
• Turn them on with Customer updates as the job moves on job card setup, or as Workshop status updates under Messaging → Templates. Same setting, two places. Each individual message can still be switched off on its own.

The Rentals board

• The Service / Rentals toggle at the top switches the board to hire bikes: Due out, With customer, Coming back, Overdue and Back
• A hire appears from the day it starts until its bikes are back. A late one follows the board forward
• Dropping a card into With customer is the handover: it records the pickup for a shop-collection hire, or advances the delivery leg for one you deliver, which also messages the customer
• Due out and Overdue are never drop targets; Back is the end of the line. A column that cannot accept the card is not highlighted while you drag