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Open Products → Job Board. The page appears when Job Board is enabled and your role has access to it. The Board compares scheduled work with daily goals across the categories your team defines. It is not the CRM’s dispatch board. For teams configured to use Job Board as their availability source, the same goals and filters also constrain the appointment slots Avoca can offer and book.

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Configure the board

Open Settings and configure Display first:
  • Turn on Enable Job Board when it is ready for use.
  • Choose how many days to display and which weekdays are included.
  • Set warning and success thresholds used by the board’s status colors.
  • Add the default weather ZIP when weather should appear.
Then create one or more categories. A category can override the default weather ZIP and contains its own subcategories. For each subcategory:
  1. Enter a clear name.
  2. Choose whether progress is measured as a job count or in hours based on job-type duration.
  3. Define which jobs count by including or excluding business units, job types, job tags, or technicians.
  4. Set the base goal for today.
  5. Set the future-day dropoff percentage, if the goal should decrease farther into the displayed range.
  6. Save the page.
Keep include and exclude filters easy to explain. An overly broad subcategory can count the same operational work in a misleading category, while an overly narrow one can appear empty.

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When Job Board controls availability

This behavior applies only when Avoca has configured the team to use Job Board as its availability source. Avoca matches the proposed booking against each subcategory’s business-unit, job-type, and job-tag filters. Every matching subcategory is a constraint: a narrower full bucket can close a slot even when a broader bucket still appears open. Job Board availability is limited to 80% of each matching goal. Avoca checks the limit both when it finds slots and immediately before it creates the CRM job. A booking is blocked when its job count or job-type duration would put any matching subcategory above that limit. The board’s configurable warning and success color thresholds do not change this booking limit. The final check prevents simultaneous conversations from consuming the same remaining capacity. It also means a slot shown earlier can become unavailable before the customer confirms it. If that happens, retry availability and offer a currently open slot instead of raising the goal without reviewing the operational impact.
When Job Board is the availability source, changing a goal, subcategory filter, or manual adjustment can change live booking choices. Review overlapping subcategories and test one open and one closed scenario after every material change.

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Use the Board

On Board, select a start date and filter to the categories you need. The page refreshes during the day. Select a progress value to inspect the jobs that contribute to it. Authorized users can make a manual goal adjustment. Use an adjustment for a real one-off operating change, not to hide a bad category filter or missing CRM record. The TV action can create or manage a display link for a wallboard. Treat that link as operational access: share it only with the intended audience and replace it if it is exposed.
If the counts are wrong, review the subcategory filters, CRM job and technician data, date, included weekdays, and whether the board is enabled before changing the goal. If a booking is blocked while the board still shows room, also check for a narrower matching subcategory and whether the new job would cross the 80% booking limit.