Creating Your Own Custom Job Views

Tyler MacDonald Updated by Tyler MacDonald

Types of Views

The job board offers multiple types of views to cater to different needs:

  1. List Views
    • 1 Line
    • 2 Lines - More time to load
  2. Card Views
  3. Calendar Views

Performance and Data Loading

Switching between different views requires reloading all jobs, as the data fetched varies for each view. To optimize performance, try to remain in one type of view as much as possible.

Loading a large number of jobs, such as 510, inherently takes time due to database load and data volume. Instantaneous loading is not realistic. For reference, we aim for 100 jobs to take approximately 3 seconds to refresh, so 510 jobs will take about 15 seconds to load initially. Once loaded, staying within the same type of view will provide instantaneous access to the data.

Best Practices

Bookmark Views

Each view has a unique URL, allowing you to create bookmarks for quicker access.

Open in Separate Tabs

To avoid switching back and forth within the same tab, open the job board in a separate tab. This prevents reloading when navigating to different objects within shopVOX, such as transactions or customer information. Use the job board tab primarily for job management, and other tabs for customers, quotes, etc.

By following these best practices, you can enhance your efficiency and experience with the job board.

  • List View: This is a lot like a spreadsheet so you can see all of the data on one screen. To configure the columns that you see here, click on the column icon to the right of the screen and this will allow you to show or hide your choice of the columns here. That way you can see only what you need to see.
  • Card View: The information in card view are arranged in vertical columns based on the status of the job. The job details are contained on each card. You can move the cards forward to each status with a simple click and drag.

  • Calendar View: See the job board like a calendar, sorting by Day, Week, 2 Week, Month, or Year. Access the job details, by clicking on the link provided for that day. The calendar can be displayed by Due Date, or by Production Due Date.

Depending on which view of the job board helps you and your staff manage jobs and deadlines, you can switch between them easily and each user can have their own default job board view. To switch views, simply click on the white "My View" button toward the top of the job board screen.

shopVOX allows you to create your own custom view of the job board so it will display only the information that you need.

Creating a Custom View

  1. Open your job board by clicking on the Jobs icon at the top of your screen.
  2. Then, click on the My View button and select Add New View from the dropdown list
  1. Give the view a title and select a style.
    1. Cards (on Job Board only)
    2. 1- Line List ( contains one line of text )
    3. 2- Line List ( contains two lines of text )
  2. Select column labels.
    1. Horizontal
    2. Vertical
  3. Select view type.
    1. Collaborative: Anyone can edit the visibility and order of columns, sorting, and filtering rules.
    2. Locked: No one can edit the visibility and order of columns, sorting, and filtering rules.
    3. Personal: Only you can edit the visibility and order of columns, sorting, and filtering rules.

How did we do?

Using a TV for your Job Board

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