Climate Solutions

Climate Solutions

Cornelius, North Carolina

Selling and servicing heating, ventilation, and air conditioning systems.

Rooms at the right temperature! Company mascots—of which Gabriel (above) is the latest.

http://www.climatesolutionsinc.com/

We're using the board as a digital whiteboard, a project management tool. We have it set up with a few columns, the first one being the regular jobs that are due that month for our customers.

Every time we quote a job it goes on to another column and then when it gets approved it moves again, so our service manager knows it's ready to be worked on. Finally we have a column for "hot approvals" that are basically emergencies.

We were doing this literally on a dry erase whiteboard and the owner asked if we couldn't use a digital version that the service manager could see out in the field. I showed him our new Kanban board 30 minutes later he said, "Yep this is exactly what I was looking for."