URBLD SmartBoard is an operational kanban that moves leads, estimates, and jobs through stages while firing automations on every column change. Moving a card sends a follow-up, assigns a crew, or creates an invoice — so pipeline progress drives real work instead of just visual tracking.
SmartBoard organizes leads, estimates, and jobs into columns that represent real operational stages. Each column carries automations — when a card moves into it, URBLD can send an SMS, assign a crew, generate an invoice, or notify a manager. The board becomes a live dispatcher, not just a visual tracker.
SmartBoard can fire follow-up sequences, dispatch employees or subcontractors, generate estimates and invoices, send customer confirmations, schedule appointments, post to the unified inbox, and escalate stalled deals to a manager — all triggered by stage movement.
Sales reps move leads through qualification, dispatchers move jobs through scheduling and crew assignment, project managers move work through execution and invoicing, and owners watch the whole board roll up into the Governor dashboard.
Straight answers about how URBLD runs the business end-to-end.