W
WHO'S WORKING?
Tap your name to start
W
WORKBOARD
Manager Sign In
Email
*
Password
*
Sign In
W
WORKBOARD
Steel Shop Order Tracking
Board
Settings
Employees
Customers
Catalog
Connecting
—
Sign Out
🚧
Session G in progress.
Source
All
Assigned
All
+ New Order
Order Sources
Where do orders come from?
+ Add Source
Save Sources
Workflow Statuses
The lanes on your kanban board (system statuses Shipped & Vendor are appended automatically)
+ Add Status
Save Statuses
System Statuses
Toggle Shipped & Vendor lanes on/off
📦 Shipped
🏭 At 3rd Party Vendor
Age Coloring
When do cards turn yellow/red based on time-in-status?
Warn After
days
Critical After
days
Save Thresholds
Real-Time Test
Open this page in a 2nd browser, change a setting in one — watch the other update instantly
Last server event:
none yet
Employees
Each gets a unique URL — they bookmark it on their phone, no password needed
+ Add Employee
Shared Shop Device URL
One URL for a tablet/computer the whole crew uses — employees pick their name on each login
📋 Copy
Only shows ACTIVE employees in the picker.
Customers
Your shop's clients — referenced from orders
+ Add Customer
Catalog
Your shop's standard products — pick from these when creating an order
+ Add Catalog Item
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Employee
✕
Name
*
Employee URL
📋 Copy
Give this URL to the employee. They bookmark it on their phone, no password needed.
⚠ Token (don't share!)
Delete
Cancel
Save
Customer
✕
Name / Company
*
Phone
Email
Delete
Cancel
Save
Catalog Item
✕
Item Image
🖼
Click to add picture
JPG, PNG, WebP. Max 2 MB.
Swap Image
✕ Remove
Item Name
*
Product Number
*
Field 1
Field 2
Field 3
Field 4
Tip: Field 1–4 are placeholders (Material, Dimensions, Finish, etc.).
Delete
Cancel
Save
New Order
✕
—
Order Info
PO / Order #
*
Source
*
Customer
⚠ Changing the customer on this order — you'll confirm before save.
Product
Product Type
📋 Catalog
Standard item
⚒ Custom
Made to spec
Catalog Product
Custom Description
*
Customization / Special Requests
Workflow
Status
*
Assigned To
Notes & Activity
Show system notes
+ Add
Delete
📦 Archive
Cancel
Save
Shipping Info
✕
Order is moving to
Shipped
. Enter the shipping details.
Shipper / Carrier
*
Tracking #
*
Cancel
Confirm Shipping
3rd Party Vendor
✕
Order is moving to
At 3rd Party Vendor
. Where did it go and when do we expect it back?
Vendor / Location
*
Expected Return Date
*
Cancel
Confirm
Picked Up
✕
Archiving order from
Ready for Pickup
. Who picked it up and when?
Picked Up By
*
Date / Time
*
Cancel
Confirm Pickup
Assign to Employee
✕
Employee
*
Cancel
Assign
⚠
Are you sure?
Cancel
Confirm
W
Install WorkBoard
Add to home screen for fast access
Install
✕
✓ Saved