Platform · Canvas
erp.ioPlan the shop floor and the season on a whiteboard
Canvas is the erp.io whiteboard. Sketch where the stands go, map the year from the spring rush to winter storage, and run the post-season meeting on sticky notes everyone can edit at once.
The whiteboard that does not get wiped
Most shops have a whiteboard in the back. It holds the week's plan, a phone number, half a drawing of a new layout and a note that says "call Shimano rep" from two months ago. It is useful right up until someone wipes it, and then the plan is gone.
Canvas is the same idea on a screen. An infinite board with shapes, arrows, text and sticky notes that the whole team can edit at the same time, from the counter, from home, or from the laptop on the bench. Boards live in folders, so the layout plan from last winter is still there next winter.
Canvas is part of erp.io, in the same workspace as Service. It is where you think things through before they become tasks in Projects or templates in Service.
What Canvas does today
These are features of the live Canvas module.
Infinite boards
Draw shapes, arrows, text and sticky notes on a board with no edges.
Live editing together
Several people work on the same board at once and see each other's changes as they happen.
Templates
Retrospective, mind map, kanban, roadmap with quarterly swim lanes, org chart, brainstorm, journey map and OKR tracker.
AI on the board
Group a pile of sticky notes into themes, grow a mind map from a topic, or summarize a board.
Sharing by invite
Invite someone by email as an editor or a viewer, so your landlord or shopfitter can see the layout without changing it.
Presentation mode and export
Present the board in a meeting, or export it as PNG, SVG, JPEG or WebP.
Folders
Keep layout plans, season plans and meeting boards organized so they are there next year.
Task and deal cards
Drop cards styled like Projects tasks or CRM deals onto a board to plan around them. They are filled in by hand, not synced.
Planning the shop floor
A shop floor layout decides how many bikes you can turn in a day. Where the drop-off area sits relative to the counter. How far a mechanic walks from the stand to the parts wall. Whether there is somewhere to park the bikes waiting on parts that is not in the way of the bikes that are ready. Where e-bikes charge, and whether that spot is away from the solvent tank.
Draw it on Canvas before you move anything. A rectangle for each stand, the truing station, the wash area, the parts wall, the counter and the customer area. Arrows for how a bike moves: in the door, tagged, on the rack, on a stand, washed, on the ready rack, out the door. Invite the mechanics as editors; they will spot the problem with the layout in about thirty seconds. Invite the shopfitter or landlord as a viewer.
When the layout is agreed, export it and pin the image in Chat so everyone knows where things are going, then turn the moving plan into tasks in Projects.
Map the season in one meeting
Use the roadmap template with one swim lane per part of the business.
Start from the roadmap template
Quarters across the top. Lanes for the bench, the counter, hiring, events and inventory.
Mark the fixed points
The first warm weekend, local races and events that bring riders in, the end of the season, the holiday rush on kids' bikes.
Work back from each one
Hiring in the months before the rush, pre-season prep before that, stock orders before the dates suppliers need them.
Cluster the ideas
Have everyone add sticky notes for what went wrong last year, then let the AI group them into themes.
Turn it into work
Each agreed item becomes a task in Projects with an owner and a date. The board stays as the picture of the year.
From a sketch to a board
Sketch how bikes should move through the shop on Canvas. Service work orders are live, but a board that tracks bikes by status is on the roadmap.
Illustration · sample data
Canvas and Service
Canvas does not connect to Service, and it does not need to. It is a thinking tool. What you decide on a board shows up elsewhere: a new checklist template in Service after a retro about comebacks, a project in Projects for the layout change, a pinned image in Chat.
The post-season retro is where Canvas earns its keep. Use the retrospective template, with what went well, what we learned, what was missing and what we wished for. Everyone adds notes. The comebacks from rushed tune-ups in May, the week the bench ran out of 11-speed chains, the rider who waited three days on a derailleur hanger. Group them into themes and decide what changes.
Some of those changes land in Service today, like a tougher tune-up checklist with a required photo of the chain gauge. Others, like a work-order board that shows which bikes are waiting on parts, are on the Service roadmap. Canvas is where you write both down so neither gets lost.
FAQ
Questions shop owners ask
Can I plan my shop layout on Canvas?+
Yes. Draw stands, the parts wall, the counter and the flow of bikes on an infinite board, invite your mechanics to edit it, and share it with a shopfitter or landlord as a viewer.
Can the whole team edit a board at the same time?+
Yes. Canvas supports live editing, so several people can work on one board at once and see each other's changes as they are made.
What templates are included?+
Retrospective, mind map, kanban, roadmap with quarterly swim lanes, wireframe, org chart, brainstorm, user journey map and OKR tracker. The roadmap and retrospective templates are the most useful for season planning.
Can I export a board?+
Yes, as PNG, SVG, JPEG or WebP, and you can present a board in presentation mode during a meeting.
Does Canvas update my Projects tasks?+
No. You can place task-style cards on a board to plan around them, but they are filled in by hand and do not sync. Create the real tasks in Projects once the plan is agreed.
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