Services

The Work Orders board

Work Orders opens as a simple board — three lanes (In Shop, In Progress, Ready for Pickup) showing every repair, custom job, and production piece at a glance. Switch to List view when you need to search. Jobs move between lanes as you change their status.

The Work Orders board

When you open Work Orders, you land on the board — a simple, at-a-glance view of everything in the shop right now. It shows your repairs, custom jobs, and in-house production pieces together in one place, so you don’t have to dig through three separate lists to see what’s on the bench.

Board vs List

A toggle in the top-right corner switches between two views, and JewelTrak remembers which one you last used:

Board (the everyday view) — jobs grouped into lanes by where they are in the workflow. Best for “what’s the shop status right now?”
List — the full, searchable table. Best for finding a specific job, filtering, or reviewing everything including completed work.

The lanes

The board has three active lanes:

In Shop — received and waiting to be worked (includes jobs needing a quote or waiting on a vendor).
In Progress — actively being worked.
Ready for Pickup — finished and waiting for the customer.

On Hold jobs are shown separately so a stalled job doesn’t clutter the active lanes. Picked-up and closed jobs drop off the board entirely — find them in List view.

Within each lane, rush jobs come first, then newest first.

Reading a job card

Each card is built to tell you what you need without opening it:

Customer and item — who it’s for and what the piece is.
RUSH flag — a marker on jobs flagged urgent, so they stand out.
Location — where the piece physically is (e.g. on your bench, or out with an outside jeweler/vendor).
Days in stage — how long the job has sat in its current lane (e.g. 3d). A high number is your cue that something’s stuck.

Moving a job through the lanes

You don’t drag cards between lanes — a job’s lane is driven by its status, which keeps the full workflow and its automations intact. Open the job and change its status from the detail page; it moves to the matching lane automatically. Some status changes trigger actions — for example, marking a job Ready for Pickup can auto-create the invoice (with any deposit applied) and notify the customer.

For how each job type works under the board, see Repairs, Custom Jobs, and Production.