My Roof CRM

The job board: stages, cards and drag-and-drop

Read a board card at a glance, move jobs between stages by dragging or with the menu, search, show lost jobs and understand which moves happen automatically.

Beginner 10 minOwner / manager, Office & admin staff, Sales rep / estimator· Last checked 2026-10-03

Video tutorial coming soon

The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.

GuideScriptChecklist

The board is the home screen and the fastest way to see where every job stands. Each column is a stage, each card is a job, and the header totals tell you how much work is still to win.

Moves are optimistic: the card jumps immediately, a toast confirms, and if the server disagrees the card snaps back. Keyboard and touch users get the same result from the card menu.

By the end you can

  • Read every element on a job card
  • Move a job with drag-and-drop and with the "Move to" menu
  • Use search, "Show lost" and refresh
  • Know which stage changes are automatic and which are manual

Screens used

Step by step

  1. Read the header/board

    Open Board. Read the title line: "N active jobs · $X still to win". Note the search box "Search name, address, phone", the "Show lost" switch, the refresh button and "New job".

    You should see: Active jobs counts everything that is not lost and not yet Paid. "Still to win" adds up the value in New lead, Inspected and Quote sent.

  2. Read a card/board

    Pick a card in Quote sent. Find the customer name, the dollar value, the address line, the days-in-stage ("today" or "Nd"), the photo thumbnail with count if photos exist, and the tracking chip.

    You should see: The chip is one of: "Signed", "Partly signed", "Opened N× · <time>", "Not opened · sent Nd ago" (amber, after 3 days) or "Sent <time>".

    The value is the typed revenue if set, otherwise the signed total, otherwise the highest option on the latest proposal.

  3. Drag a job to another stage/board

    Press on a card, move at least a few pixels, drag it to the In production column and release. On touch, hold for a moment before dragging.

    You should see: The card moves at once and a toast reads "<Customer> moved to In production". The column counts and totals update.

  4. Move with the menu instead/board

    Click the "⋯" on a card. Under "Move to", click a stage. The current stage is greyed out.

    You should see: Same result as dragging. The menu also holds "Mark as lost" or "Reopen job".

  5. Search and show lost jobs/board

    Type part of a name, street, city, email or phone into the search box. Then turn on "Show lost".

    You should see: Cards filter as you type. Lost jobs appear with a "Lost" badge; they are hidden by default and excluded from column totals.

  6. Know the automatic moves/board

    Read this list; you will see each happen in later lessons. Photos saved → Inspected. Proposal sent or shared → Quote sent. Proposal signed → Signed. Order created → Materials ordered. Invoice created → Invoiced.

    You should see: Automatic moves only go forwards. In production and Paid are never automatic.

Tips

  • The board refreshes itself every 60 seconds and whenever you come back to the tab, so opens and signatures appear without a reload.
  • Status follows the stage: Signed and later count as WON; dragging a job back before Signed returns it to OPEN. Only lost jobs keep their status when moved.

Troubleshooting

  • The card jumped back after I dropped it.

    The server refused the move (for example the job was deleted by someone else, or your workspace is read-only). Check the toast message and refresh.

  • I cannot drag on my phone.

    Press and hold the card for about a quarter of a second before moving, or use the "⋯" menu.

Related lessons

What My Roof CRM does: the life of a roofing job

A five-minute orientation. Learn the eight stages every job moves through and which screen you use at each one, so the rest of the course makes sense.

Getting startedBeginner5 min

Create a job (and its customer)

Fill in the New job dialog correctly, understand the default job name, pick a lead source and see how the customer record is created or matched automatically.

Jobs & customersBeginner6 min

Mark a job lost, reopen it, or delete it

Keep the board honest: mark jobs lost so they drop out of totals, reopen them when the homeowner calls back, and delete test jobs completely.

Jobs & customersBeginner4 min

Finished this lesson?