Understanding the Order Board

The Order Management board is where you manage all of your orders. Everything lives here on one screen, organized into columns called stages that flow from left to right.

The top bar

At the top of the board you have four elements:

Smart Search allows you to find orders by customer name, decedent name, cemetery name, stone color, monument or service type, specific service description (Cleaning, Restoration, Lettering, etc), order number, phone number, or email. It starts searching after three characters. Whatever matches is highlighted on the order card, and the board filters to show only matching orders.

Learn more: How to Search for an Order

Archive lets you view your completed and cancelled orders.

Learn more: How to View Archived Orders

Accessories is where you configure your vase and porcelain presets.

Learn more: How to Set Up Your Porcelain and Vase Options

Stages lets you add, rename, reorder, or delete the columns on your board.

Learn more: How to Manage Pipeline Stages

Filters

The board has a Filters control that lets you narrow down the visible orders without typing anything into Smart Search. Use it to focus on what's actually demanding attention right now.

You can filter by:

• Stage: pick one or more stages to keep only orders sitting there.

• Date: filter by date range using the order's date label (Draft Created, Quote Started, or Order Started).

• Customer type: filter by Retail or Wholesale. This uses the contact category label on each card, so picking Wholesale brings up only orders from Monument Companies, Cemeteries, Funeral Homes, and Other Business Types.

• Tasks: this is the most powerful one. Pick a specific to-do and the board only shows orders waiting on that step. Use this to answer questions like which foundations are pending, who hasn't paid yet, which family still needs to approve a drawing, which orders are waiting on a stencil, or which installs are scheduled this week.

Filters combine with AND logic. If you select stage In Production and task Stencil, only orders that are in In Production and waiting on a stencil show up. There are no saved filter presets yet; selections reset when you reload the board.

Stages and order cards

Each stage column shows how many orders are in it. Order cards can be held and dragged to move them between stages, or clicked to open the full order details.

Each card shows the customer name, order number, decedent name, cemetery name, a date label, promise date (if set), and balance due. The date label changes based on the order's stage: Draft Created for drafts, Quote Started for quotes, and Order Started for confirmed orders. Click any date on the card to open a date picker and edit it inline.

Next to the order number, a label shows the contact category: Retail (gray) for individual customers or Wholesale (blue) for Monument Companies, Cemeteries, Funeral Homes, or Other Business Types. Click the label to quickly change the contact's category.

At the bottom of each card is a task counter (for example, "0/11 tasks completed"). Click the counter to expand the card and see all to-dos. Click it again to collapse them. You can also hover over the customer name on a card to open the order, or hover over the balance due to open the log payment popup directly.

Learn more: What Each Order Card Shows

The stage column headers stay pinned at the top of the board as you scroll, so you can always see which stage you're in. Each column also scrolls independently, so moving down through one busy stage doesn't shift any of the others.

Related articles:

• How to Search for an Order

• How to View Archived Orders

• How to Manage Pipeline Stages

• What Each Order Card Shows

• How to Set Up Your Porcelain and Vase Options

• What's in the Insights Pages