Sample board · five steps

A jobs board, step by step.

An example of the boards we build on monday.com for trades firms, with sample data. Five steps, about three minutes. No call, no form.

Step 1 of 5

Every job, one line

Each job is one row: the customer, the stage, the crew lead and the next step. The office and the field look at the same row.

Operations · sample data
JobCustomerStageCrew leadHours / budgetNext step
Clinic fit-out, electricalGeneral contractorIn progressMike R.120 / 160 hPanel delivery, Thu
Kitchen remodelHomeownerScheduledAna P.0 / 80 hDemo starts, Mon
School HVAC replacementSchool districtInspectionLuis G.206 / 220 hFinal inspection, Wed
Office rewiringProperty managerIn progressSam K.64 / 140 hOrder fixtures, Fri
Duplex re-pipeLandlordCloseoutJoe T.96 / 90 hSend invoice, today

Want this built around your jobs?

This is sample data. Yours is built around your own jobs, crews and customers, and the place to start is a monday.com Jumpstart on the one workflow that hurts most.

One problem, fifteen minutes, a straight answer on fit.