Jobs board
A kanban board and list of every job in the practice, with filters and a workflow stage for each job.
The problem it solves
Without one view of the work, jobs stall in someone's inbox and nobody notices until the client calls.
How it works
- Create jobs for clients, or let schedules create them.
- Move jobs across the board as they progress through your workflow stages.
- Filter by person, client or stage to see what needs attention.
What your practice gets
- Every job, its owner and its stage in one view.
- Board or list, whichever suits the task.
- Stuck work is visible.
Watch it in the product
A short recording of jobs board in use.
Questions accountants ask
Can I use a list instead of a board?
Yes. Jobs can be viewed as a kanban board or a list.
Can I filter the board?
Yes, by filters such as assignee, client and stage.
Do jobs follow our own process?
Yes. Stages come from the workflow your practice defines.
Related features
Features that work alongside jobs board.
Client workspace
One page per client, with tabs for summary, profile, services, relationships, ATO information, identity, compliance, tasks, notes, time, billing and activity.
VideoJob comments and history
Each job keeps its comments and change history, and finished jobs can be archived and restored.
Assignees and My Tasks
Assign several people to a job, see your own work in My Tasks and claim unassigned work.
VideoJob templates
Create standard jobs from reusable templates, using the built-in ones or your practice's own.
Custom workflows and stages
Define your own workflows with ordered stages, such as preparation, review and sign-off, and set a default.
Recurring and snoozed jobs
Set jobs to repeat, change or stop the recurrence, and snooze a job until the date it matters.
See it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.