Shop Board
Shop workflow & job tracking
Sign in with GoogleAccess is by invitation — ask your manager if you're not on the list yet.
Shop workflow & job tracking
Sign in with GoogleAccess is by invitation — ask your manager if you're not on the list yet.
Enter the 4-digit PIN to open the shop board.
Every active RO currently in an estimate, eAudit, or supplement phase.
Delivered vehicles are off the board and out of the Production Meeting/Supplements views, but nothing is deleted — click a row to reopen it, or un-deliver it from there.
| Delivered | Customer | Vehicle | RO # | Insurance |
|---|
Enter your 4-digit PIN to continue. Ask an admin if you don't have one yet.
Signed in as ·
Export the Production Schedule report from CCC ONE (while signed in normally) and upload it here. Nothing changes until you review it on the next screen.
Enter the Admin PIN to continue.
No PIN set - the Admin panel is only protected by your Google sign-in.
Signs every device currently logged in — including this one — out at once. Useful if a shop computer's been left signed in, or if you're not sure who's still on. Everyone (you included) just has to sign back in with Google and re-enter the Admin PIN.
Only people whose email is listed here can sign in with Google.
| Role | Status |
|---|
Everyone who has signed in at least once.
| Name | Role | Active |
|---|
Pulls the latest phase, vehicle, VIN, and insurance info from CCC ONE's Production Board. Nothing changes until you review and approve it — this never touches board stage, assigned tech, parts status, notes, delivered status, hours, or estimate total.
Export the Production Schedule report from CCC ONE (while signed in normally) and upload it here — nothing changes until you review it on the next screen.
A different CCC ONE report (Workfile Search, not the Production Board) — this is the one with the customer's phone number, CCC's own estimate/supplement stamp (E01/S01/S02...), and open workfiles that don't have an RO # yet. Export it from CCC ONE filtered to match the button below, then upload it here — same review-before-anything-changes screen either way.
"Import Opportunities" filters Workfile Type to Opportunity; "On-Site" and "Delivered" filter to Repair Order, by whichever Workfile Status matches. Export CSV, then upload that file here.
Texts to your Quo number that didn't match any open job's phone number — probably a new customer, or a job that doesn't have a phone number on file yet. Attach one to a job to log it there; if that job has no phone number yet, attaching also saves this number on it. Dismiss ones that aren't relevant.
| Phone | Message | Received | Attach to job |
|---|
Lets any signed-in employee use the "CCC Import" page in the main nav to upload a Production Schedule file, without needing admin access — they just enter their own 4-digit PIN there first. Google sign-in is still required either way; the PIN only says which person is doing it.
| Name | Active | PIN |
|---|
Every group chat and direct message in the shop. The shop-wide "Everyone" chat isn't listed here since everyone already sees it. Deleting a chat moves it to the trash below — nothing is lost.
| Type | Members | Last activity |
|---|
Deleted group chats and DMs. Restore one to bring it back for its members, exactly as it was.
| Type | Members | Deleted |
|---|
These are the columns on the Job Board - the Production Meeting groups vehicles the same way, so the two always match. Arrange them with the arrows, rename one, give it a color (shown on the Board and in the Production Meeting/print report), or add/remove a column (a column still holding vehicles can't be removed until they're moved out or reassigned). Check "Mechanical checklist" on a sublet/mechanical column to show the sent-to-sublet date, due date, and task checklists on vehicles there.
| Column | Color | Mechanical checklist | Supplement tracking |
|---|
The phases CCC ONE reports for a vehicle. Uncheck one to hide it from the Board's phase filter and the Supplements/Estimate Review grouping without losing its saved color - it's still tracked, just out of the way. Set a color (used on Supplements/Estimate Review) and, optionally, which board column a vehicle in that phase usually belongs in - CCC sync will flag a mismatch for you to approve, it never moves a card by itself. Arrange the order with the arrows.
| Show | Phase | Color | Suggested column |
|---|
The revenue goal shown on the Job Board next to "work in progress". "Actual" is always the live total of delivered vehicles' estimates for that month - it isn't something you set, it just adds up on its own as jobs move to Delivered. Set a goal below and it carries forward automatically into future months until you change it again.
| Month | Goal | Actual | % of goal |
|---|
Controls the TV view's "Cycle" mode - a second display mode (switched via the small button in the TV screen's corner) that pages through one board column at a time instead of showing them all side by side.
Shows up as the "🔗 Links" dropdown in the top bar for every signed-in user — outside services the shop uses, like Subaru's collision portal or All Data.
Hours actually clocked in per person and job, most recent first — separate from the Body/Paint Hours estimates entered on each job.
| Tech | Job | Clock in | Clock out | Duration |
|---|
What's happening in the shop, most recent first.
| When | Who | Action | Detail |
|---|
You don't have an Accounting PIN set up on this account yet.
Every check received, organized by payer, with deposit-slip building and printing - opens in a new tab.
Open Deposit Tracker →When this is on, opening or reloading the shop board on asks for this 4-digit PIN first — separate from Google sign-in. Useful for a shop computer that stays signed in all day, so an employee at the keyboard still can't get into the board.
Granting someone issues them a brand-new PIN and authenticator code - shown once, right here, for you to hand to them.
PIN:
Authenticator key:
In Google Authenticator/Authy/1Password: "Enter setup key manually" → account "Broccolo Accounting" → paste the key above (Time-based, 6 digits, 30s).
Every PIN/code attempt for this tab - visible only to you.
| When | Who | Event |
|---|
Point the camera at the VIN barcode - usually on the door jamb sticker or under the hood.
Team Notes