One of the most important concepts to understand in Hoops is the difference between the SalesBoard and the JobBoard.
While they may appear similar, they serve two very different purposes.
Think of it this way:
SalesBoard is where you manage sales opportunities before a customer commits to buying.
JobBoard is where you manage the work after a customer has committed to buying.
Together, they provide complete visibility across your entire customer journey—from the first quote through to the completed order.
What is the SalesBoard?
The SalesBoard is designed to help you manage your sales pipeline and convert more opportunities into customers.
Every potential sale begins here, whether it starts with a quote, a SalesPresentation, a SalesStore order, a repeat order, or another sales opportunity.
The SalesBoard gives your team visibility over:
New sales opportunities
Quotes in progress
SalesPresentations sent to customers
SalesStore orders
Customer follow-ups
Sales approvals
Opportunities that require attention
It helps answer questions such as:
What opportunities are we currently working on?
Which quotes are waiting for customer approval?
Who is responsible for following up?
Which opportunities need attention next?
What sales are likely to close?
The goal of the SalesBoard is to help your team win more business while ensuring every opportunity continues moving through your sales process.
What is the JobBoard?
The JobBoard is where your team manages the operational work required to fulfill an order.
Once a customer has approved a quote or placed an order, the focus shifts from selling to delivering.
The JobBoard gives your team visibility over:
Active jobs
Artwork
Purchasing
Production
Order progress
Team responsibilities
Delivery status
It helps answer questions such as:
What jobs are currently active?
What artwork still needs approval?
What products still need to be ordered?
Who is responsible for each stage?
What needs to happen next?
Which jobs are ready for production?
The goal of the JobBoard is to ensure every order progresses smoothly from confirmation through to completion.
The Simple Difference
SalesBoard | JobBoard |
Manages sales opportunities | Manages active jobs |
Before the customer commits to buying | After the customer commits to buying |
Focused on winning sales | Focused on delivering orders |
Used by sales teams | Used by production and operations teams |
Tracks quotes, SalesPresentations, SalesStores, follow-ups and approvals | Tracks artwork, purchasing, production, scheduling and fulfillment |
How They Work Together
The SalesBoard and JobBoard are connected, creating one continuous workflow from the first customer interaction through to the completed order.
A typical workflow may look like this:
Sale (Quote / Presentation / Online Store Order ) → Customer Approval → Job Created → Artwork → Purchasing → Production → Invoicing*
*this can be done in any order you would like
Once a sale is confirmed, it can be converted into a job and managed through the remainder of your workflow without re-entering information.
Can I Customize Both Boards?
Yes.
Both the SalesBoard and JobBoard are fully customizable to reflect the way your business operates.
You can customize:
Statuses
Columns
Views
Filters
Automations
This allows Hoops to adapt to your workflow rather than forcing your business to fit a predefined process.
Key Takeaway
The SalesBoard is where you manage sales opportunities and guide customers toward making a purchase.
The JobBoard is where you manage everything required to deliver that purchase.
Together, they create one connected workflow that gives every team visibility into what they're responsible for, what stage work is at, and what needs to happen next—from the first quote through to the completed order.
Learn More About SalesBoard & JobBoard
Explore our SalesBoard and JobBoard resources, along with step-by-step guides, in the Hoops Learning Centre.
If you'd like to learn more about customizing your SalesBoard, read our guide: Customize Your SalesBoard.
If you'd like to learn more about customizing your JobBoard, read our guide: Customize Your JobBoard.