Pipelines

Shown as the tab label on the kanban dashboard.

Inactive pipelines are hidden from the kanban tabs but their existing jobs are preserved. Toggle off when you're winding a pipeline down without losing history.

Each stage becomes a column on the kanban. Drag to reorder, click to rename. Jobs flow left-to-right by default. The "Status border" checkbox controls whether cards in that stage show the colored order-status border (Material ordered/in/etc.).

A colored chip shown at the top of every job card so anyone glancing at the board knows whether it's a re-roof, siding job, new construction, etc. Drag to reorder, click the swatch to change the color. The yutzybid auto-import uses these IDs (siding-estimates → siding, jobType=newbuild → new-construction, everything else → re-roof) — renaming is fine, deleting one of the seeded IDs will break that import path until re-created.

A second colored chip on each card showing the metal panel profile. The IDs (shown to the right of each row) are tied to yutzybid's panelProfile / roofType values — renaming labels and recoloring is safe, but changing or deleting an ID hides the chip on every job that already references it. Drag to reorder, click a swatch to recolor. New custom profiles get a generated ID.

Color-coded status for every job card — controls the full card background on the kanban and the legend at the top of the board. Drag to reorder, click the swatch to recolor, edit the label inline. The ID (shown on the right) is locked once created because every job that's been tagged with that status references it — renaming the label is fine, changing the ID would orphan those jobs. Field crew see the colors but only admins can change a job's status (via job-detail).

What appears on each job card under the work-type chip. Mark a field as "Admin only" if it should be hidden from field crew (e.g. job value). Customer, City/State, Squares, Pitch, Profile are good defaults; Value is admin-only by default.

Deleting a pipeline is blocked if jobs still live in it. Move or delete the jobs first, then come back here.