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The same records, the way each person works.

A list of your own records opens as a table. Give it stages and it opens as a board too. Set up the view you need and save it, for yourself, your team or everyone.

Service visits as a table: each visit with its customer, status, date, technician, hours, parts and days until the visit.
Service visits as a board: Booked, On the way, Done and Canceled, each visit a card with its customer, date and technician.

Save a view. Choose who sees it.

  • Only meYour own way through the list.
  • My teamOne view a whole team works from.
  • Everyone in the organizationShared by an admin, for all.

A saved view keeps its columns, filters, sort, grouping, page size and column widths.

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