Need for Service gives you two ways to manage your schedule — a kanban board and a calendar view. This video walks through both and shows how they connect to the rest of your workflow.
The kanban dashboard
The kanban view lets you see where every vehicle is at any given moment without diving into individual records. New leads, quoted jobs, scheduled customers — each column represents a stage in your shop's workflow, and you can customize those stages to match how your shop actually runs. You can add columns, remove columns, or rename them. The goal is to replace your whiteboard without adding complexity.
From any card on the kanban, you can jump straight into the work order or the estimate in one click. You can also tap through to the full customer record to see their vehicle history and all their info right there.
The calendar schedule view
The schedule shows all upcoming appointments across different vehicles. You can click any appointment to go directly to the customer or the estimate. Jobs that have already been invoiced and paid show up grayed out, so you can see at a glance what's still open.
You can drag and drop appointments — move them to different technicians or slide them to a different time. If there's a colorful booking sitting in the past, you know it hasn't been paid for yet.
Going from schedule to invoice
The demo shows how fast this can go: click an appointment, go to the estimate, create the invoice, enter payment method and mileage — done. The booking disappears from the active schedule and shows as paid. Everything flows through without switching screens or re-entering information.
Using both views together
You don't have to choose one or the other. Both views are available at the same time. If you prefer to live in the kanban, you can collapse the schedule. If you want just the calendar, you can hide the kanban. Filter by day or look at upcoming weeks — whatever helps you see your shop's load at a glance.