Whiteboard: Your Production Scheduling and Management Command Center

Managing roofing and construction production across dozens, or hundreds, of jobs shouldn’t feel like chasing updates across tabs, spreadsheets, and team messages. The new Whiteboard in Contractors Cloud changes that with a construction scheduling feature set to master your projects and work orders.

Built as a complete top-to-bottom revamp, Whiteboard is now the centralized command center for your production team. The Whiteboard is bringing scheduling, statuses, crews, and real-time job data into one visual, actionable workspace.

Within seconds of opening it, your team can understand what’s happening, what’s next, and what needs attention, without digging.

Powerful Production Scheduling and Management

The Whiteboard isn’t just a new interface, it’s a shift in how construction production is scheduled and managed.

It’s designed to eliminate friction between planning and execution. Instead of reacting to problems late, teams can proactively manage workflows, assign crews, and keep jobs moving forward with clarity.

The result is simple but powerful:

• Fewer delays
• Better crew utilization
• Clear accountability
• Faster decision-making

Most importantly, it gives your team instant visual confirmation of your entire production pipeline, something that traditionally takes multiple tools and hours of coordination.

One Interface. Three Powerful Views.

At the core of the Whiteboard are three distinct views, each designed for a different operational need. Together, they give your team full control over roofing production from planning to completion.

Status View: Control Your Workflow

The Status View transforms your work orders into a visual pipeline, allowing your team to move jobs from left to right as they progress toward completion.

Each work order is represented as a card, customized by trade, giving instant clarity into what type of work is being performed and where it stands.

But this isn’t just for visibility, it’s built for action.

You can open and edit work orders directly from the board, assign supervisors, and manage materials, labor, or installers without ever leaving the view.

Status View Pro Tips

• “Ready & Waiting” Filters
  Quickly isolate work orders that are stuck or ready to schedule. This is one of the fastest ways to remove bottlenecks and keep production flowing.
• Active + Post Production Tracking
  Combine “In Progress” and “Closed Pending” to see what’s happening now—and what still needs financial cleanup before full completion.
• Draft Monitoring
  Keep an eye on draft work orders to forecast upcoming work or clean up backlog before it becomes operational clutter.

Calendar View: Own Your Schedule

The Calendar View is where planning meets execution for production scheduling at the highest level.

With day, week, month, and year views, your team can see exactly what’s scheduled, and more importantly, what isn’t.

Unscheduled work orders live in the left-hand queue, ready to be dragged and dropped directly onto the calendar. Scheduling becomes visual, fast, and intuitive.

Behind the scenes, safeguards ensure accuracy—like preventing crews with expired insurance from being scheduled and prompting notifications when jobs are moved.

Calendar View Pro Tips

• Start with Unscheduled Work
  Use the default queue to quickly assign upcoming jobs without hunting through projects.
• Filter by Installer or Crew
  Instantly view availability and workload for specific installers to balance capacity.
• Track Work Order Supervisors
  Filter by internal supervisors to understand who owns what—and where they’ll be throughout the day.

Map View: See the Bigger Picture

The Map View brings geography into your decision-making.

Every job is plotted visually, color-coded by status, giving your team a real-time understanding of where work is happening.

This is where operational efficiency turns into strategic advantage.

Map View Pro Tips

• Optimize Crew Movement
  See where jobs are clustered to reduce drive time and improve efficiency.
• Support Field Teams in Real Time
  Know which project managers or crews are nearby if a job needs extra materials or support.
• Align Marketing with Production
  Identify active job zones and coordinate marketing efforts in those same neighborhoods to maximize visibility and referrals.

Advanced Filtering: Precision Control in Seconds

The Whiteboard’s filtering engine is what turns a powerful view into a personalized command center.

You can build filters around virtually any part of your operation—companies, projects, contracts, events, material orders, permits, trades, site types, or work orders. Whether you need a simple one-condition filter or a highly specific set of layered conditions, the system gives you complete flexibility to dial in exactly what you want to see.

But the real power comes from how those filters are used day-to-day.

Filters can be saved for personal use or shared across your team, ensuring everyone is aligned on the same views and workflows. This makes it easy to standardize how roles like production managers, coordinators, or project supervisors track their work—without rebuilding filters every time.

For speed and efficiency, you can pin up to five filters directly to your Status or Calendar view. That means your most important views—like “Ready to Schedule,” “In Progress by Crew,” or “Unscheduled Work Orders”, are always one click away.

The result is a filtering system that’s both powerful and practical: as simple or as advanced as you need it to be, with instant access to the views that keep your operation moving.

Built for How Contractors Actually Work

The Whiteboard was designed with one goal: make production scheduling and management faster, clearer, and more actionable.

It reduces the gap between knowing and doing.

Instead of asking:

• “What’s ready?”
• “Who’s scheduled?”
• “Where are we at?”

Your team can see it, and act on it, immediately.

That’s the difference between managing jobs and running a high-performance production operation.