GLAZEPOINT JOB BOARD

SEE EVERY JOB.
KNOW WHERE IT STANDS.

See instantly where every customer’s job is within your business, with easy access to all their information.

A live T-card board that updates automatically for your team, built into your Glazepoint CRM.

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Glazepoint Job Board showing customer T-cards across the stages of a glazing business

Your jobs, organised around your business.

Follow each job from enquiry through to installation and invoicing. Create the boards and columns that suit your workflow, so your team can see what is happening without searching through individual records.

Create your own boards

Set up multiple boards for the way you work, such as your main workflow, trade customers or service work.

Add your own columns

Name your columns to reflect the stages a job moves through in your company.

Choose your view

Each user can choose which columns appear in their own view of the board.

Stay up to date

Changes appear automatically for the team, without needing to refresh the page.

EXPLORE THE JOB BOARD

Choose how you see your jobs.

Compare the full Column View, a compact overview and the focused Tab View.

COLUMN VIEW

See every stage side by side.

View your customer T-cards across the board, with contact details, notes and installation information visible on each card.

  • Follow jobs through your company’s stages
  • See installation dates and durations
  • View total installation days in each column
Glazepoint Job Board in Column View
Select the image to enlarge.

COMPACT VIEW

Fit more jobs into your overview.

Switch to compact cards for a simpler view of the board. See customer names, colour markers and installation durations while keeping more jobs on screen.

  • A smaller card for each job
  • Keep your colour markers visible
  • Open a card to access its Job Manager
Glazepoint Job Board in Compact View
Select the image to enlarge.

TAB VIEW

Focus on one stage at a time.

Give the selected column the full width of the screen. Switch stages using the tabs at the top, or search for a job within that column.

  • View the selected column’s cards across the screen
  • Switch between stages using the tabs
  • Search jobs within the selected column
Glazepoint Job Board in Tab View
Select the image to enlarge.

USEFUL DETAILS ON EVERY T-CARD

See what needs attention.

Use colours, notes and installation details to give your team a useful overview of each job.

Colours that work for you

Change a T-card’s colour directly on the board. Your company decides what each colour means, whether it marks a booking, a material requirement or something else your team needs to spot.

Notes where you can see them

Add a short note from the T-card to highlight a customer request or job detail. To edit the note, open the Details tab in Job Manager.

Installation workload at a glance

Book an installation from the T-card. Its date and duration then appear on the card, with the total installation days shown at the top of each column.

CONNECTED TO JOB MANAGER

Open the card.
Access the complete job.

Click a T-card to open its Job Manager, with the customer’s details, quotes, contracts, invoices, bookings, files and job history together.

When a job is ready for its next stage, select the destination board and column from the dropdowns in Job Manager’s Details tab.

Explore Job Manager

SEE GLAZEPOINT IN ACTION

See how your business could use the Job Board.

Book a personalised demo and we’ll show you how to organise your jobs, keep your team updated and access the information behind every T-card.

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