Understanding the Board Layout

Get familiar with the Shop Hero Dashboard layout so you can quickly see where every job stands and who’s responsible for what.

🧭 Your Shop’s Command Center

The board is your real-time workflow map. Every column represents a stage in your process. Every card represents a job. At a glance, you can see what’s moving, what’s stuck, and what needs your attention.

📊 Key Components

1. Columns = Workflow Stages

Each column represents a stage in your shop’s process (like Needs Dispatched, Being Inspected, Waiting on Parts)
You can customize, rename, or reorder these under Settings > Workflow
Cards move left to right as work progresses

2. Cards = Repair Orders

Each card typically represents an RO (repair order), often pulled in from Tekmetric or Shop-Ware
You’ll see:
- Customer name
- Vehicle details
- Assigned technician or SA
- Status indicators (like overdue, waiting on parts, etc.)
Cards are drag-and-drop – just grab and move it to the next column

3. Card Details Panel

Click any card to open the detailed view
Add notes, assign team members, mark stages as complete, or update progress
You’ll also find attachments and activity history here

🔍 Filters & Views

Filter Your Board

Filter by:
- Assigned Tech
- Service Advisor
- Vehicle type
- Tags or Status
Helps each team member focus on what’s relevant to them

Saved Views

Create custom views (like “My Tech View” or “QC Required”) and save them for quick access
Great for techs, service advisors, and shop owners who want tailored dashboards

👥 User-Specific Views

Role	What They See
Technician	Only jobs assigned to them
Service Advisor	All active jobs they’re managing
Admin / Owner	Full shop view with access to all data

⚠️ Stuck Cards & Visual Indicators

Cards can flash or highlight if they’ve been in one stage too long (based on your automation settings)
Quickly spot bottlenecks without digging through reports

📌 Pro Tips

Keep your board tidy: Archive old or completed jobs regularly
Use consistent naming for stages across locations if you're managing more than one shop
Encourage team members to use their filtered views for clarity and focus

🧠 Want to Customize Your Workflow?

Check out Customizing Your Workflow Stages to learn how to tailor the board layout to fit your shop’s exact process.