Automio’s Drag and Drop Kanban Board gives you a clear visual overview of every job in your business. Simply drag jobs between columns such as Draft, Scheduled, On the Way, In Progress, Awaiting Auth, and Completed. Built specifically for field service and trade businesses, this intuitive board helps you see exactly where every job stands at a glance and keeps your team moving efficiently.


The Automio Kanban Board displays all your jobs in clear, colour-coded columns that reflect real workflow stages. You can drag and drop any job card from one stage to another in seconds. No more digging through lists or refreshing pages — everything is right in front of you.
Each job card shows key details at a glance including customer name, job type, location, value, and scheduled time. This makes it incredibly easy for managers and dispatchers to stay on top of daily operations without opening individual jobs.
When you drag a job to a new column, the status updates instantly across the entire team. Engineers see the change immediately on the mobile app, and customers can be notified automatically through the customer portal if required.
The board refreshes in real time so everyone works from the same live information. Multiple users can view and update the Kanban board simultaneously without conflicts, making it ideal for growing trade businesses with office and field teams.


Filter the Kanban board by team member, job type, priority, or date range to focus only on what matters. You can also search across all columns or quickly add new jobs directly from the board with one click.
Customise column names and workflow stages to match exactly how your business operates. Whether you run plumbing, electrical, maintenance or general trades work, the board adapts to your processes.

See bottlenecks at a glance — for example if too many jobs are stuck in “Awaiting Auth” or “On the Way”. The visual layout helps you balance workloads and reassign jobs quickly by simply dragging them to the right engineer or stage.
Combined with Automio’s AI-Powered Scheduling, the Kanban board becomes a powerful command centre for your entire operation, helping you complete more jobs per day while reducing stress and missed deadlines.

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