Work Board Overview

When you open Wenmar Pro, the Work Board is the first thing you see. It’s a three-column board (a “Kanban” view — work orders shown as cards you move across columns) that shows every active work order in your shop, organized by where it is in the repair process. One glance tells you what’s waiting for approval, what’s on a lift, and what’s ready for pickup.

The Three Columns

The Work Board has three columns, each representing a stage the work order passes through from start to finish:

Paid, voided, and declined work orders don’t appear on the board. They’re archived and accessible through the status tabs (see below).

💡 Tip

Only active work orders show on the Work Board. Pending and scheduled work orders (appointments that haven’t been checked in yet) are managed separately — check the Calendar or the Pending WO panel (clock icon in the top bar).

Scope: Board vs My Work

At the top of the page, you’ll see a toggle between two scopes:

• Board — Shows all active work orders for your location. Available to owners, managers, and service advisors. Technicians only see this if they have the “Can view work board” permission enabled.
• My Work — Shows only work orders assigned to you. For technicians, this means work orders where you’re the assigned technician or where you have services assigned to you. For advisors, it’s work orders where you’re the service advisor.

ℹ️ Note

Technicians without the “Can view work board” permission are automatically set to My Work and can’t switch to the full board. This is the default — most shops keep technicians on My Work so they see exactly what they need to work on without being distracted by the rest of the shop.

Status Tabs

Above the columns, a dropdown lets you switch between status tabs. Each tab shows a live count of work orders in that status:

The Active tab is the only one that shows the Kanban card view. All other tabs use a sortable table.

Cards vs Table View

On the Active tab, you can toggle between two view modes:

• Cards (default) — The Kanban board with three columns of work order cards.
• Table — A sortable, paginated table. Click column headers to sort by WO number, customer, vehicle, advisor, total, or age.

Use cards when you want to see the visual flow of work through your shop. Use the table when you need to find or sort specific work orders quickly.

What’s on a Card

Each card on the Work Board is a link to that work order’s detail page. Here’s what you’ll see on each card:

• Top bar: Sub-status badge (e.g. “Waiting on Parts”), “Waiting” pill if the customer is waiting at the shop, any custom labels, the WO number, and an overflow menu (three dots) for quick actions.
• Vehicle: Vehicle name, license plate or VIN, and key location badge.
• Customer: Customer name (or driver/company for fleet accounts), phone and email.
• Production health: Alerts for inspection issues (red) and parts that are ordered or needed (amber). Only shows when something needs attention.
• Footer: Service advisor and technician avatars, balance badge (total / paid / remaining), and elapsed time or estimate-sent timestamp. If there’s a scheduled appointment time, that shows too.

💡 Tip

Hover over a card on desktop to see a tooltip with the three most recent status changes — a quick way to check what’s happened without opening the work order.

Actions From the Board

Creating Work Orders

• Click + New Work Order in the top bar (desktop)
• On mobile, use the Scan button for quick check-in
• If you have appointments arriving today, an amber banner appears at the top of the board with Create Work Order buttons for each appointment

Card Overflow Menu (three dots)

Click the three dots on any card for quick actions. The options change based on the work order’s status and your permissions:

• Print Estimate / Work Order / Invoice — Generate a PDF
• Share Progress Link — Send a customer a link to view their work order in the customer portal
• Select Sub-Status — Change the colored sub-status badge
• Add Note — Log a quick note to the activity feed
• Add Label — Tag the work order with a custom label
• Close WO — Soft-close the work order (removes it from the active board)
• Lifecycle actions — Save for Later, Return to Board, Close as Paid, Reopen, Close as Declined, Close as Voided, Hard Delete (each gated by permissions)

⚠️ Important

There is no drag-and-drop on the Work Board. To change a work order’s status, open the work order and use the status buttons, or use the lifecycle actions in the card’s overflow menu. The board updates automatically when a status changes.

Searching and Filtering

Search

The search bar at the top of the board filters work orders in real time as you type. It searches across:

• Work order number
• Customer name
• Vehicle name, plate, or VIN
• Purchase order number
• Customer phone and email

Filters

Click the Filters button (next to the search bar) to reveal secondary filters:

• Member — Filter to work orders assigned to a specific team member (service advisor or technician)
• Date — Filter by creation date: All Dates, Today, Yesterday, This Week, This Month, or a custom date range
• Labels — Filter by one or more custom labels. Only labels currently in use on visible work orders appear as filter pills

Dispatch Filter

If you have dispatch permissions, an Unassigned pill appears at the top of the board. Click it to filter to work orders that have services without a technician assigned — a quick way to see what needs to be dispatched.

Real-Time Updates

The Work Board updates live. When someone on your team changes a work order’s status, adds a part, or completes an inspection, the board refreshes automatically — no need to reload the page. Cards update in place, and counts on the status tabs adjust instantly.

Who Sees What

Tips for Getting the Most Out of the Work Board

1. Start your day on the board — One look tells you what’s waiting on approvals, what’s in progress, and what’s ready for pickup.
2. Use sub-statuses — They add a colored badge to each card so you can spot “Waiting on Parts” or “Customer Called” at a glance without opening the work order.
3. Check the Unassigned pill — If you handle dispatch, this is your to-do list. Filter to unassigned work orders and assign technicians right from the work order.
4. Use labels for quick filtering — Tag urgent work orders, warranty work, or fleet accounts, then filter the board by label to focus on what matters.
5. Switch to Table view for sorting — When you need to find the oldest work order or sort by total value, the table view is faster than scanning cards.

Related Topics

• Creating Work Orders — How to start a new work order from the board, dashboard, or customer record
• Managing Work Order Status — How work orders move through the shop
• Adding Parts and Labor — Building estimates with services, parts, and packages
• Technician Assignment — Assigning and dispatching work to technicians

Questions? Contact us at help@wenmarpro.com