The "Cards" view focuses on a single day, providing improved visibility and flexibility to quickly make last-minute changes to move workers between jobs.
3 Minute Demo:
Functionality:
One Day Scheduling View
In the upper left, you'll see a date. Click on that date to open a calendar and pick the day you want to see in the Cards view.
Cards represent Orders
Each card is an order that is active on the selected day. You can filter and search for orders, just like the timeline view.
Expand and Collapse Cards
Cards are shown in the Collapsed view so you can see more of them on one screen without scrolling. Click the carrot in the upper left corner of a card to expand it and allocate workers to roles. You can expand or collapse all cards from the 3 vertical ellipses in the upper right corner of the screen.
Drag Workers between Jobs
Expand a card to see the workers allocated to that job on the selected day, then click and drag a worker to a role on another Expanded job card. That worker and assigned equipment is now removed from the allocation and assigned on the new one.
Quick filters:
You'll see three key filters at the top of the Cards view:
Unfilled Workers – Only displays job cards where worker roles are not fully allocated
Unfilled Assets – Shows only job cards with missing equipment assignments
Double Booked – Highlights job cards with overlapping worker allocations, making it easy to identify and resolve conflicts
Sort/Group By
In the Search bar, there is a filter icon - click that and then click the Sort/Group By button. Here, you have 3 grouping options:
None - all job cards are displayed on the screen toghether. Optimized for seeing the maximum number of jobs on a single screen.
Customers - job cards are grouped together by client. Use this when you have multiple orders running in parallel for a single client and want to see that visually.
Project - job cards are grouped together by project. Use this when you have multiple orders running in parallel for a single project and want to see that visually.
Display Settings
Click the 3 vertical dots in the upper right corner, then click Display settings. This allows you to configure the data showing on the collapsed and expanded cards.
Timeline view functionality is preserved
You can still add notes, push shifts forward, SMS and so much more - all from the 3 vertical dots on each job card.