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Delivering system

So I run a Carwash and we have a lot of cars that we need to get from companies and then deliver them back. 

We just started to use Trello to keep track of the cars and it works very well, but there is some things I don't know how to implement.

Our setup is like this:

We have a "Workspace" called "Get/Deliver"

in that workspace we have "boards" named with dates "23-08-22, 24-08-22 and so on"

then we have lists - "To get" - "Getting" - "Delivered to our company" - "Done -> Delivery" - "Delivered -> Invoice" - "Invoiced"

And then as cards we have the cars

The thing I want now is:

1. All the cards that's not in the list "Invoiced" by the end of the day should move to the same list but in tomorrows board.

2. When a month has gone all the boards with the months date should be archived grouped together so that we can go back and view then easily.

3. And a way to get a simple overview of all the cars in Todays board and sort them by priority and Time

Or maybe someone have a smarter overall sollution, I'm just getting started with Trello and don't have much knowledge atm.

trello.png

2 answers

0 votes

Hi @rekocarwash ,

 

if you are looking for an overall solution maybe you should take a look at Crmble Power-Up

 

Since it is a CRM and you are having Clients and recurrent clients/Leads with information for invoicing, I guess it is going to be something pretty useful for you.

 

Hope it helps!

Cheers

Toni

@rekocarwash 

Trello is flexible enough and you want work with multiple boards. However, have multiple boards by day may not be necessary. If you want to keep records all the job you can move the cards to a Completed Job board where you can handle the invoicing and payment collection. You handle the workshop and back office work on separate board since it is likely that you have different members working collaboratively on the boards. You can sort / prioritise as these are available in the list. Having new board has administrative overheads especially for member enrolment and automation. 

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