Views
Same data. Seven views.
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Jobs
All jobsBy statusInstallation datesJob photosTeam workload
JobStatusDeadline
Bathroom renovationIn progress2. 8.
Troja villaTesting9. 8.
Service contractDone16. 8.
Boiler replacementIn progress23. 8.
All jobs
Split kanban or table into two levels.
OrdersKanbanPriority
In progressIn reviewDone
Critical
Bathroom renovationMR
Service contractJN
Medium
Boiler replacementMR
Troja villaPK
Columns by status, rows by priority
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Also applies in
Showing 128 records
MáBoiler repair – WalkerTask
JiEmergency, burst pipeTask
MáAC serviceTask
JiBathroom renovation quoteIdea
MáGas inspection – apartment blockIdea
JiBoiler replacement – FreemanTask
MáAnnual service contractsIdea
MáMaterial orderTask
All activities in the workspace
Add a column once, it applies in every view.
klienti_zakazky_final_v3.xlsx3× the same phone number
ClientPhoneJobInvoiceJana Nováková601 224 118KoupelnaF2026-114Jana Nováková601 224 118KuchyněF2026-121Pavel Kratochvíl603 118 240Vila TrojaF2026-118Jana Nováková601 224 118ServisF2026-130
Clients
ClientJana Nováková
Phone601 224 118
Jobs
JobRekonstrukce koupelny
Contact601 224 118
Invoices
InvoiceF2026-114
Contact601 224 118
One file, the same phone number on three rows
Each company sees only its own orders.
Jane WalkerCompany · detail
JobsShowing
128 recordsBathroom renovationProbíhá
Service contractHotovo
The company has its own linked jobs view
Link dependent tasks on the timeline.
Bathroom renovationTimeline
Materials
ExecutionDepends on Materials
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