Production

1 min readUpdated Aug 27, 2026AllHow ToSuggest edit

What this page is for:
 Boards of jobs after they are sold — by stage (sold, contracted/in production, service, permit, money due, flags, recently closed, cancel). Each tab is a list. Opening a row goes to the job (or Payments on Payment Due). You do not create estimates here.

Where: Work sidebar → Production (accordion)

Steps:

  1. Expand Production.

  2. Open a submenu:

    • Sold → /portal/backlogs/sold

    • Backlogs → /portal/backlogs/backlogs

    • Services → /portal/backlogs/services

    • Permits → /portal/backlogs/permit

    • Payment Due → /portal/backlogs/payment-due

    • Job Flag → /portal/backlogs/job-flag

    • Recent Closed → /portal/backlogs/recent-closed

    • Cancel Request → /portal/backlogs/cancel-request

  3. On every board, the same pill row appears: Sold, Backlogs, Service, Permit, Payment Due, Job Flag, Recent Closed, Cancel Request.

  4. Far right: Production Calendar.

Company dashboard Today → Production Run can open Backlogs with ?startDate=today (Start Date = Today).

Related articles

Other guides in Production & Backlogs

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