Boards

Boards give you a real-time overview of your business. A board represents part of all of your business processes such as, Invoices, Estimates or Jobs. Each board contains lists that break down the process. Your estimate board has a list for Draft estimates, Sent, Pending, Approved and Rejected. Each list will include the estimates that are on that status. This makes it easier to understand what has been done, and what needs to be done.

Your Job board is where the creativity starts. Here you map out the process you use to service your customers, such as queued jobs, in-progress, on-hold, completed, ready for shipping. Using the workflow editor you can map complex workshop processes that use lists as task queues so your team knows what to do.

Workflows

Each board has it's own workflow. Workflows help you organize your board into various stages of progress (tabs). They represent a unit (step) of a complex process to help focus your team, update your customer or carry out a manual or automated process. They can also help you segment your work by status.

Documents sit on boards and progress through the various stages of the workflow. They are related to customers and represent several commonly accepted business tasks:

Boards can only contain documents of one type. The information you collect and store in the document can be customized on each board to suit it's type.

We pre-installed and set up some basic boards when your account was created.

Boards have key functionality to help you manage it's process

Forms can be created and shared with customers or your team to collect information that is stored in documents and pushed onto your board.

The information you collect on your boards can be printed and shared with your team and customers. You can create as many templates as you need to help share the information stored on your board. Common examples are Invoices, Work orders and Packing sheets.

Automations are at the heart of Tudodesk. The automation engine helps you work smarter, faster, keep your team and other applications in sync while you focus on getting jobs checked in and shipped.

Here are some things you can do with automation

Workflows