JobBOSS² Quickview Demo: Build Dashboards Around Your Shop’s Needs

See how Quickview in JobBOSS² gives job shops a clear view of the data they use most. This product demo shows you how to access Quickview, choose information that fits your role, and build a personalized dashboard with customer details, jobs, and sales history. Keep the information you need ready to view as soon as you log in.

Different roles need different views of your business. You may focus on customer information, review job details, or check past sales. Quickview lets you bring those views together in a dashboard built around your daily work. Instead of using the same layout for every task, you can choose the data that matters to you.

Quickview is one part of how JobBOSS² supports job shops and custom manufacturers. The software connects quoting, scheduling, inventory, and job costing in one system. Your team can turn quotes into orders, plan production, track materials, and monitor job progress. Reporting tools also let you compare estimated and actual costs to better understand each job’s profit.

Watch the demo to learn how to build a dashboard that puts useful information within reach. As you watch, consider which customer, job, and sales details you check most often and how you would organize them.

Want to see what else the software can do? Schedule a call with an expert to explore JobBOSS² job shop software and learn more about its features.