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Understanding Turnboard

Turnboard Action Buttons

Active and Completed Switch

You can switch between active and completed turnovers through switch at the top.

Turnover status switch

Search, Filter and Sort

You can filter the units by searching them through names or applying other filters. You can also sort the results by clicking the Sort button.

Search, filter and sort

Community Selection

Use the community selection input to switch between different communities that a manager has access to. Each community has its own sets of configuration.

Community selection

For example, some communities might not have "Carpet Cleaning" in their services flow. Likewise, in some properties "Painting" might come before "Carpet Cleaning" whereas, it might not be the case for other communities.

Tip: See communities config screen for setting up this configuration.

Add Turnover Button

Click the "Add Turnover" button to start adding a turnover on the board.

Add Turnover button

Turnboard Table

A turnboard looks as follows.

Turnboard

Moveout Unit

The first column of the turnboard refers to the turnover information.

The dates joined by a horizontal line refer to the start and end dates of the turnover.

Turnover duration UI

Below it, there is a chip to indicate the status of move in date. The styles of the chip refers to different level of urgency.

Move in chip style Reason Example
Green dot with light green background The move in date is in the future Future move in date style
Orange dot with yellow background The move in date is within 3 days TODO: Add appropriate example
Red dot with light red background The move in is due. This turnover probably is already completed and should be marked as complete in the turnboard. Due move in date style

You can access notes dialog using "Note" icon. There will be a text "Note" if there isn't any note added to the turnover yet. Note icon without any notes yet

If there is any note added, it will be indicated in the icon. Note icon with notes

On the top right of the cell, we get an ellipses icon, through with we can perform other actions such as editing, deleting and viewing the timeline of the turnover.

Turnover-actions-icon

Status of Turnover

This chip in the bottom left of each cell denotes the latest status of the turnover.

Status Text Type Style
Assigned Service assigned In-house Assigned chip
Job Posted Service is posted and no proposals yet Vendor Job Posted chip
Proposals There are proposals for the service Vendor Proposals chip
Scheduled The vendor is hired, but the task is scheduled to start in future Vendor Scheduled chip
In Progress Service is in progress Vendor In Progress chip
Awaiting Payment Vendor is requesting payment Vendor Awaiting Payment chip
Payment Initiated Payment has already been initiated Vendor Payment Initiated chip
Completed Job is paid and is completed forever Vendor Completed chip
Completed The service is completed by the assigned manager In-house Completed chip

Dynamic Information

The top row of each service contains dynamic information, dates and person. Top dynamic information

The date and people avatar change according to the status of turnover as follows.

Status Date Information Avatar Information
Punch assigned Expected punch date as assigned Assigned manager
Punch completed Punch completed date Manager who completed the punch
Inspection assigned Expected inspection date as assigned Assigned manager
Inspection completed Inspection completed date Manager who completed the inspection
Job posted Date to complete the service None
Proposals Date to complete the service Vendors who have sent bids
Scheduled Date to complete the service Hired vendor
In progress Date to complete the service Hired vendor
Awaiting payment Date when payment requested Hired vendor
Payment initiated Date when payment initiated Hired vendor
Job completed Date when job is completed Hired vendor