Every job in flight — on one drag-to-advance board.
Most shops run the day from a whiteboard, a notebook, and a manager's head. The Workflow board replaces all three. Every job — from the first inbound inquiry to the completed install — lives on a single 6-column Kanban that you scan at a glance. Drag a card from Follow Up to Scheduled and the customer gets the booking-confirmation SMS in two seconds. Move it to In Progress and the public live tracker turns on. Drop it in Completed and the photo-gallery SMS, the invoice, and the warranty cert all fire in one shot. The whole shop ops in the same place — no more 'did anyone follow up with Priya?' at 4pm.
Launching soon — get early access.
Workflow board
27 jobs in flight · $19.7k pipeline · drag to advance stage
Pipeline
$19.7k
Avg stage time
2.4d
Auto-SMS today
14
Close rate
64%↑ 4
Lead
$3.4k
Tasha B.
24 Model Y
Owen R.
22 GR86
Follow Up
$2.1k
Miguel R.
22 F-150
Jenna P.
24 CR-V
Scheduled
$4.8k
Priya M.
23 CX-5
Sara H.
23 Outback
In Progress
$2.6k
Devon B.
22 GR86
Alex T.
24 Model Y
Completed
$5.9k
Marcus L.
19 M3
Grace H.
22 Outback
Ryan C.
20 A4
Lost
$0.9k
Nate K.
21 Audi S5
What's included
The full capability list.
Everything that ships on day one. No feature-gating surprises inside a single plan.
- 6 stages out of the box — Lead, Follow Up, Scheduled, In Progress, Completed, Lost
- Drag-to-advance — moves the job to the next stage without leaving the board
- 1-click auto-SMS as stages change (booking confirmation, ready-for-pickup, tracker on)
- Filter by tech, service, value, or date range — re-band the board on the fly
- Per-stage time-to-move averages in the column header
- Pipeline value + projected revenue rollups across the whole board
- Online-bookings lane — new inquiries land in their own column, drag to take the job
- Custom columns — rename / recolor / mark terminal / add new stages anytime
Who it's for
Built specifically for…
- Shop owners who lose track of jobs halfway through the week
- Sales-counter staff who need to see what to chase before the morning rush
- Multi-tech shops where nobody remembers whose follow-up is whose
- Owners running the Monday standup who want one screen, not five
What it replaces
The old way…
- Whiteboards covered in sticky notes that fall off by Friday
- Spreadsheets re-segmented by hand every Monday morning
- 'Have we followed up with that Tesla yet?' asked nine times a day
- Three browser tabs (CRM + calendar + invoices) you bounce between for one job
How it works
Set it up once. Run it forever.
- 1
1. Open the board
Every job (and every online booking) auto-classified into one of six lanes. No setup required — the default stages cover the shape of every shop. Customize column names, colors, or add new stages anytime.
- 2
2. Drag to advance
Grab a card, drop it in the next stage. Auto-SMS fires (booking confirmation, ready-for-pickup, live-tracker on, photo gallery link), the timeline records who moved it, and the in-app activity feed pulses the change.
- 3
3. Triage by filter
Filter by tech, service, value, or date range. Per-stage time-to-move averages flag where jobs are stuck — the bottleneck stage shows up immediately, no report-building required.
How a shop actually uses this
Sample Shop LLC's manager opens the Workflow board at 8am Monday. Lead column: 6 new inbound inquiries from the weekend (auto-classified from the online-bookings lane). Follow Up: 4 quotes she sent Friday with no reply yet. She drags two Follow Ups into Scheduled with verbal commitments from morning calls — the customers get the confirm SMS automatically. By lunch the In Progress column has 3 cards (Bay 1, Bay 2, mobile crew). By 5pm five jobs landed in Completed with auto-fired photo gallery links + invoices. Total time spent on the board: 12 minutes across the day.
Questions
Good to know.
- Can I customize the stages?
- Yes. Rename, recolor, mark as terminal, or add new columns anytime from the board. Default 6 stages cover most shops, but PPF teams often add 'Waiting on Film' and detail shops add 'Curing'. Quotes in a deleted column move to Unassigned, not lost.
- What auto-fires when I drag a card?
- Stage transitions can trigger SMS (booking confirmation, ready-for-pickup, tracker-on), email (digital warranty cert), and in-app activity-feed pulses. Wire which sends fire per transition from Settings → Workflow → Stage Triggers. Defaults are sensible (confirm SMS on Scheduled, photo SMS on Completed).
- How does this differ from the customer pipeline?
- Workflow tracks jobs (one quote → install → invoice cycle) — 'Where is THIS job right now?'. Customer pipeline tracks customers across their whole lifecycle (Lead → Active → At Risk → Churned) — 'Where is THIS customer right now?'. Both screens are wired to the same data, you'll use them at different moments.
- Where do online bookings land?
- Their own dedicated lane on the left side of the board. New self-booked jobs drop in automatically — drag one into Scheduled (or any DB column) to take the job and trigger the confirmation SMS. The synthetic lane is always visible, so weekend inquiries are the first thing you see Monday morning.
Explore more
Pairs well with
Scheduling
Every installer, every bay, every appointment in one view. Drag to reschedule. Color-coded by status. Overbooking blocked automatically.
Quotes
Pick a vehicle class, pick a film package, hit send. The customer gets a branded quote with three tiers — they pick one and you're booked.
Customer Pipeline
6-band kanban (Lead → Prospect → Active → At Risk → Won Back → Churned) tied to real signals from quotes, appointments, payments, and recency. Range presets for any timeframe. Drag-to-restage when you need to override the auto-classification.
Live job tracker
Every appointment gets a public /track/<token> URL with a live status pill — customer follows along like a Domino's pizza tracker. Cuts your inbound 'is it done yet?' calls by ~40%.
Two-way SMS
Every customer conversation in one inbox. Auto-reminders run 24/7, but when they reply, a human sees it. MMS, templates, merge fields.
Get workflow first at launch.
Launching soon — join the waitlist for early access. At launch: 30-day free trial with full access to every feature on this page, no credit card.
Launching soon — get early access.