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The Orders Board shows service orders in progress as cards in columns, one per stage, so the team can see what is stalled at each point.

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When to use

To follow a workshop’s lot or the service queue, know how long each order has been in a stage and move work from one stage to another.

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Before you start

  • Orders module in the plan and permission to view the board.
  • To move cards, permission to edit orders.

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How to open it

The board is not a menu tab. In Management > Orders, click Orders Board at the top of the list. To return to the list, use the Orders button.

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What appears

The board lists only Service Orders with Open, Pending Approval or In Progress status. Orders without a defined stage appear in the first column. Draft, completed, invoiced or canceled orders leave the board. Each card shows:
  • the plate (when there is a vehicle) or the order number;
  • Time in stage;
  • vehicle and version;
  • Customer;
  • Requested service;
  • buttons: WhatsApp (when the customer has a phone), Order details, Back and Advance.
In the footer: Total vehicles in the yard, Average time in stage and Synced. The Real time badge indicates that the board updates by itself.

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Move cards

1

Use Advance and Back

The card buttons take the order to the next or previous stage.
2

Or drag the card

Drag and drop the card into another column.
Moving the card only changes the order’s visual stage. The status (Open, In Progress, Completed…) is still changed on the order itself, with the buttons at the top.

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Search and TV mode

  • The Search plate, customer or order… box filters the cards instantly.
  • TV mode puts the board in full screen for display. For a dedicated TV without login, see TV screens.

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Customize the stages

1

Click Stages

At the top of the board, open Stages. The Board stages window lists the columns.
2

Edit

For each stage define Name and Color. Use Add stage to create new ones and reorder as you prefer.
3

Save

“Stages saved” appears.
On the first visit, Notfy creates the stages Pending, Waiting for parts, In service and Awaiting delivery.
Deleting a stage returns its orders to the first column.

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Frequently asked questions

Confirm that the Type is Service Order and that the status is Open, Pending Approval or In Progress.
No. The stage is just a visual marker; complete it on the order.

TV screens

Show the board on a TV.

Orders

Order status and flow.
Last modified on November 10, 2026