Type a customer name. We'll match an existing one or create a new one automatically.
Tip: notes support placeholders that update automatically:
{{customer}}{{customer_phone}}{{customer_address}}{{status}}{{assignee}}{{due_date}}{{days_in_status}}
New Board
New Column
Select which workflow stages this column displays. A status can only belong to one column at a time — selecting it here will move it from any other column.
New Workflow
Status Name
Stage
Archived
Send to QuickBooks
Visible
Drag the handles to reorder. Stage groups statuses into a category (Lead = upstream pipeline, Estimating = active quote, Sold = won, Lost = closed-out). Archived hides the status from new cards but keeps history. Visible off retires the status from pickers. Workflows funnel into boards — the Edit Board picker pulls from the statuses you define here.
Automations
Automations run when something happens on this board. Toggle off to pause one without deleting it.
Choose a starting point
Pick a common pattern to pre-fill the editor — you can tweak everything before saving.