ServiceFlow Pro Docs
Jobs & Scheduling

Job Pipeline Board

Drag jobs between status columns on a Kanban board.
4 min read

Job Pipeline Board

Move jobs across status columns on a drag-and-drop Kanban board for a quick operational picture.

Overview

The Job Board at /jobs/board groups jobs into columns by status: Draft, Scheduled, In Progress, On Hold, Completed, and Cancelled. Drag cards between columns to update status without opening each job.

How to access

  • Jobs → view toggle Board → /jobs/board
  • Or navigate directly to /jobs/board
Requires jobs:view to open; status changes require jobs:update.

What you can do today

  • See up to 500 jobs (sorted by scheduled date ascending) across six status columns.
  • Drag and drop a job card to another column to change status.
  • Click a card to open /jobs/:id.
  • Refresh the board after external changes.
  • New Job shortcut to /jobs/new.
  • Open a message drawer from a card when messaging integrations are available.
  • Place outbound calls from card actions when telephony is configured.

Prerequisites

  • jobs:view permission.
  • jobs:update to move cards (status changes).

Step-by-step

Move jobs on the board

  1. Go to Jobs and select Board, or open /jobs/board.
  2. Locate the job card in its current column.
  3. Drag the card to the target status column.
  4. Release — ServiceFlow updates the job status and shows a success toast.
  5. If the move fails (permissions or validation), an error message appears and the board refetches.

Start from the board

  1. Click New Job to open /jobs/new.
  2. After creation, return to the board — the job appears in Draft or Scheduled depending on how you saved it.

Current limitations

  • The board loads a large page size (500 jobs); very high-volume shops may need list filters elsewhere first.
  • Drag-and-drop is the primary status change UX; some edge validations still surface as API errors.
  • Mobile layout stacks columns; drag may be less convenient on small screens — use job detail for status changes if needed.

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