Production
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:
Expand Production.
Open a submenu:
Sold →
/portal/backlogs/soldBacklogs →
/portal/backlogs/backlogsServices →
/portal/backlogs/servicesPermits →
/portal/backlogs/permitPayment Due →
/portal/backlogs/payment-dueJob Flag →
/portal/backlogs/job-flagRecent Closed →
/portal/backlogs/recent-closedCancel Request →
/portal/backlogs/cancel-request
On every board, the same pill row appears: Sold, Backlogs, Service, Permit, Payment Due, Job Flag, Recent Closed, Cancel Request.
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
Was this page helpful?
Your feedback helps us improve the documentation.