Job Board, Workflows and Stages

Now that your profile is set up, it's time to dive into the Roofr job board. The Roofr job board gives you and your team a bird's eye view of your entire pipeline. Remember when we talked about processes in the first video? This is the key place that it will come into play. Your job board is designed for you to easily track your jobs at a glance. Each column on the board reflects a job stage and the cards within those columns represent a snapshot of your jobs. Job cards will move through your job board to reflect your process, keeping your team working in the right order, and ticking all required tasks off along the way. You'll be able to view at each stage how many jobs there are, how long they've been there, and the potential revenue available. That way you can uncover bottlenecks while prioritizing the right work. Aside from strengthening your standardized processes, your job board helps you prioritize customer experience and speed to lead with visual cues. New leads are flagged to help you prioritize first touch communications. Jobs are tracked for how long they're in each stage. Turning from green, to gray, to red, depending on how long they've been sitting in a job stage. Report and proposal status are color coded as well for that visual touch. Ultimately, it was designed to let you see, at a glance, how your company is doing. In the job board settings is where you can customize your job board to reflect your processes. You can build your own stages, manage where your leads come from, And select if your card should show job addresses or customer names as their main header. Under your job stages is where you can manage your job board columns, also called stages. We have it pre designed to work the way a roofing business does based on the feedback we've received from hundreds of roofers. But now that you have those processes we talked about built out, You'll want to customize your job stages to match your business's customer journey. To make changes, just click Manage and add, delete, edit, or drag to reorder your job stages. Changes are saved automatically and will update instantly on your job board. This tracking helps you spend your marketing budget in a smart way. and gives you more insight into where your leads are coming from. We'll get into workflows a little later, but multiple workflows are available on our Premium and Elite plans. Lead sources are there to track where your leads originated from so you can better understand how each channel is performing. If you are on our elite plan, each individual instant estimator will be automatically included here. Your lead source data is available on your performance dashboard if you're on a premium or elite plan. You can also change the way job cards are displayed on your job board by selecting between address or customer name. You can switch back and forth at any time. Now let's get back to the job board and take a look at filtering and views. You'll notice the search bar located right above your job board. You can search for specific customers, locations or addresses. Clicking on the X in the search bar will clear your search criteria. Beyond search, you can sort by last job, updated, created value or time in each stage. You can also custom filter or sort by assignee. Lead source, date created, or last updated. You can update what order they appear. Seeing older jobs for last updated first helps you ensure no customers fall through the cracks or get forgotten about. Filtering by newly created is good if you're focused on speed to lead. Now think back to the goals we talked about in the first video. How order your jobs can help you stay focused on those goals. Finally, we're going to look at another way to view your job board. List view. List view has the same search ability as the board, but shows all jobs in a single list. This view is great for admin teams who aren't as interested in job stages as much as finding specific customer info. The job board is an incredible tool to keep you organized, but it doesn't matter if you don't have any job cards. Next, we're going to be exploring what a job card is, what makes them up, and key details you need to know about them.