Type a customer name. We'll match an existing one or create a new one automatically.
Address
Where the work will happen.
Job details
Notes
Tip: notes support placeholders that update automatically:
{{customer}}{{customer_phone}}{{customer_address}}{{status}}{{assignee}}{{due_date}}{{days_in_status}}
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Select status in new job type
Changing the job type requires the status to be changed
manually. Select the status you wish to apply to the new job
type.
Job type:——
New Task
Edit Job Address
New Board
New Column
Select which workflow stages this column displays. A status can only belong to one column at a time — selecting it here will move it from any other column.
New Workflow
Status Name
Stage
Archived
Send to QuickBooks
Visible
Drag the handles to reorder. Stage groups statuses into a category (Lead = upstream pipeline, Estimating = active quote, Sold = won, Lost = closed-out). Archived hides the status from new cards but keeps history. Visible off retires the status from pickers. Workflows funnel into boards — the Edit Board picker pulls from the statuses you define here.
Automations
Automations run when something happens on this board. Toggle off to pause one without deleting it.
Choose a starting point
Pick a common pattern to pre-fill the editor — you can tweak everything before saving.