Jelly Boards

Walkthrough

One board. Every deal.

Scroll through one pipeline (the steps a job moves through). A new lead lands in the inbox. It ends up as a paid invoice.

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Free to start. No credit card needed. Pay any time for more boards, columns, and automations (work the board does for you).

Jelly Boards for $60/mo · Cancel anytime

Board · Free grid

Columns go anywhere. Paths connect them.

A kanban board is cards in columns. Most of them lock you into one row. Jelly Boards does not. Put your columns where you want. Then draw lines to show how the work really moves.

Acme Services · Board
Free grid
BoardTableCalendarGantt
Inbox
New lead
Website form
Call request
Manual
To Do
Site visit
Thu 9am
In Progress 1
Quote #142
$2,500
In Progress 2
Rush job
Sam
Done
Deck build
Signed off
Draft
INV-0207
$2,500
Sent
INV-0206
$980
Paid
INV-0205
$4,100
Capture · Inbox

Every lead lands in one inbox.

A lead is someone who wants a price. You can add one by hand. Or hook up a Jelly Machine website. Then each form makes a card with the name, email, and message.

Inbox
2 new
John DoeWebsite form

“I need a quote for a 400 sq ft deck…”

john@email.com · 2 min ago

Sarah M.Manual

Called about a fence repair — follow up Friday.

Add a Jelly Machine website and forms land here with no setup. The website walkthrough tells the whole story.

Board · Multi-path

One column, many ways forward.

To Do splits into two In Progress lanes. Split them by crew, rush jobs, or job type. Both lanes come back together in Done. Your board matches your real work.

Acme Services · Board
Multi-path
BoardTableCalendarGantt
Inbox
New lead
Website form
Call request
Manual
To Do
Site visit
Thu 9am
In Progress 1
Quote #142
$2,500
In Progress 2
Rush job
Sam
Done
Deck build
Signed off
Draft
INV-0207
$2,500
Sent
INV-0206
$980
Paid
INV-0205
$4,100
Automations · Columns

Columns do the busywork.

Give a column a list of jobs to do. They run in order the moment a card lands. Pick a teammate, send an email, set a field, or move the card to another board.

Column settings · In Progress 1
4 actions
1

Assign user

Route the card to Sam the moment it enters

2

Send email

Template “We’re on it” to the client, fields filled in

3

Set custom field

Status → Active, Priority → Normal

4

Move card

Cross-board: send a copy to Fulfillment · Inbox

Actions run top to bottom whenever any card enters the column.

Automations · Arrows

Arrows move cards for you.

A solid line is a lane you drag cards along. A dashed line is an automation (work the board does for you). Cards move on their own when a rule is met or time runs out.

Acme Services · Board
Arrow actions
BoardTableCalendarGantt
autoif paid
Inbox
New lead
Website form
Call request
Manual
To Do
Site visit
Thu 9am
In Progress 1
Quote #142
$2,500
In Progress 2
Rush job
Sam
Done
Deck build
Signed off
Draft
INV-0207
$2,500
Sent
INV-0206
$980
Paid
INV-0205
$4,100
Solid — drag cards yourselfDashed — auto-moveif paidCondition on the arrow
Automations · If-then

Cards go by what really happens.

One Sent column can lead three ways. A payment sends the card to Paid. A cancel sends it to Void. Seven quiet days send it to Overdue. Nobody has to watch the board.

Arrow rules · Sent
3 branches
Sent
INV-0206
Payment receivedPaid
Invoice voidedVoid
7 days, no paymentOverdue

Rules can check fields, payments, and timers. The first match wins.

Money · Quotes

Quote from the card.

The Quotes Power Up makes a clean quote right from the card. Your client opens a web page, says yes, and signs. The card updates itself.

Quote Q-1042 · from card
Sent
DraftSentAccepted
Deck build · 400 sq ft$2,100
Railing + stain$400
Total$2,500
Client accepts & signs online
Money · Invoices

Your invoices live on the board.

Draft → Sent → Paid are real columns with a lightning badge. A quote your client accepts turns into an invoice. They pay online with Stripe. The card moves itself to Paid.

Acme Services · Board
Invoice suite
BoardTableCalendarGantt
Inbox
New lead
Website form
Call request
Manual
To Do
Site visit
Thu 9am
In Progress 1
Quote #142
$2,500
In Progress 2
Rush job
Sam
Done
Deck build
Signed off
Draft
INV-0207
$2,500
Sent
INV-0206
$980
Paid
INV-0205
$4,100
Views · Same cards

Board, table, calendar, Gantt.

Same cards, four ways to see them. Drag them on the board. Edit a lot at once in the table. Set due dates on the calendar. See the whole plan on the Gantt.

Acme Services · Calendar
Same cards
BoardTableCalendarGantt
S
M
T
W
T
F
S
1
2
3
4
Site visit
5
6
7
8
9
10
Quote due
11
12
13
14
15
16
17
Install
18
19
20
21
22
23
24
25
Invoice
26
27
28

Put your pipeline on a board.

Free to start. Want new leads to come in on their own? See how a Jelly Machine website feeds the board.

Get started freeSee website → board

That walkthrough ends with a form making a new card on this board.

Features

Everything You Need to Win More Jobs

Jelly Boards takes over for your spreadsheets and sticky notes. One place holds each job, from first call to payment.

Lead Capture

Web forms, emails, and notes you type all turn into cards in your inbox.

  • Forms turn into cards
  • Emails turn into cards
  • Add a card by hand

Pipeline Automation

Set rules on a column. Cards get worked on as they move down your pipeline (the steps a job goes through).

  • Cards move on their own
  • Split cards by field value
  • Wait, then act later

Quotes & Invoices

Make a clean quote or invoice from any card. Clients say yes and pay online with Stripe.

  • Quotes built from cards
  • Turn a quote into a bill
  • Get paid online with Stripe

Work as a Team

Invite your crew. You pick what each person can see and do. Nobody gets lost.

  • 30+ ways to set access
  • Lock any column
  • Changes show up right away

Multiple Views

See the same cards four ways. Pick a kanban board (cards in columns), a calendar, a table, or a workflow.

  • Drag cards on the board
  • Calendar for due dates
  • Table for quick edits

Email & Text Alerts

The board emails or texts your client when a card moves. Your crew gets word too.

  • Saved email templates
  • Text messages too
  • Drop in card details
Automations & Paths

Set It Up Once. Let It Run.

Put a list of jobs on any column. Send cards down other paths based on what they hold. When a card lands, the work runs on its own. You don't lift a finger.

Column Actions

Add more than one action to a column. They run in order when a card lands there.

Send notification

Email or text the client or your crew

Set due date

Give the card a due date right away

Assign user

Hand the card to the right person

Set custom field

Tag the card or update any field

Move card

Now or later. Even to another board.

Split the path

Send cards by tag, price, or owner

Example Pipeline

How a service shop sets it up:

Inbox

Send welcome email, set due date +1 day

Quoted

Notify client, set due date +3 days

In Progress

Assign team member, update status field

Review

Notify client for approval

Completed

Send thank-you email, set custom field

Every step above runs on its own. You just drag cards when you're ready to move them along.

Cards

Every Card Holds the Whole Job

Fields, files, comments, and history all sit on the card. One card holds the whole job in one place.

12 field types

Text, date, money, lists & more

Attachments

Add files and photos to a card

Comments

Tag a teammate and talk

Activity log

See who did what, and when

Tags & labels

Sort your cards by color

Due dates

Pick a date, see it on a calendar

Watchers

Get told when a card changes

Payments

Clients pay bills with Stripe

Even Better Together

Connect a Jelly Machine Website

Build a website with our AI builder. Then every form on it makes a card in your board. There is nothing to set up. It just works.

01

Build your site

Tell it about your shop. It builds the site for you.

02

Add forms

Contact forms, price requests, booking forms. Any form.

03

Cards appear

Each form someone fills out becomes a card.

See the website → board walkthrough

No website? That's fine. Use Jelly Boards on its own. Add cards by hand or from your email.

Ready to Get Your Jobs in Order?

Start free. Add Jelly Boards for $60/mo. You get all the boards, columns, and automations you want.

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