collecting & communicating with job forms · collecting & communicating with job forms...
TRANSCRIPT
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Collecting & Communicating with Job Forms
Software Goals
Understand what types of forms you need to support your business functionsCreate forms to collect information or to use as a checklistUnderstand the advantages of different types of Data Input optionsPull information from other parts of JobTracker, including Activities and Forms
Business Goals
Work more effectively as a team by ensuring consistent workflowTrack details about your jobs so you can answer important questions laterPull info from JobTracker to display/print so you save time & reduce errors
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3 Main Purposes• Collecting Data• Communicating Information• Procedural Checklist
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When creating a form…• Who will be using the form?• Where will that person be?• What happens to the information next?• Do you need to get a signature?
Paper is not a dirty word – but JobTracker can make it cleaner
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Purpose #1 – Collecting Data
The power of Reporting…
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Power
Knowledge
Victory
CourageCamaraderie
Prosperity
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One Ring to Rule Them All…
One Field to Count or Sum
Details FormMaterial
Color
Sq Ft
Edge
Sink Info
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To improve Reporting, improve your Forms.
Details FormMaterial
Color
Sq Ft
Edge
Sink Info
Sum or Count One Field at a Time
Other fields for sorting,grouping, or filtering
Other fields for sorting,grouping, or filtering
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Job Forms enable (or impede!) reporting…
Granite FormMaterial
Color
Sq Ft (granite)
Edge
Sink Info
Quartz FormMaterial
Color
Sq Ft (quartz)
Edge
Sink Info
JOBTRACKER WILL NOT SUMTWO DIFFERENT FIELDS – EVENIF THEY’RE NAMED THE SAME.
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Details FormMaterial Room1
Color Room 1
Sq Ft Room 1
Edge Room 1
Sink Info Room 1
Material Room 2
Color Room 2
Sq Ft Room 2
Edge Room 2
Sink Info Room 2
JOBTRACKER CAN ONLY ADD UP THE NUMBERSIN ONE FIELD AT A TIME – EVEN IF THE FIELDS ARE
ON THE SAME FORM.
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Look to the future.
What questions/reports are important to you?
You will need one form and one field for the thingyou want to count.
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Use a single countertop details form
Details formRoom
Material (granite)
Color
Sq Ft
Edge
Sink Info
Details formRoom
Material (quartz)
Color
Sq Ft
Edge
Sink Info
This is the sameform used twice –once for granite,once for quartz.
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Account
Job
Phase 1
Activities Files
Phase 2
Activities
Job
Activities Files
Using a simple details form also makesit easier to keep track of phases.
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Purpose #2 – Communicating
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Communicating with customers & staff
Arranging info on page to print
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Might collapse by default
Expand or collapse with+ -or
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Different Forms for Different Purposes
Sometimes you design a form to use with a pen or pencil
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White space is just empty boxes
Printable View Edit Form Template
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Can Set Form to Print Landscape
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Customize Paperwork for Customers
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Purpose #3 - Job Checklist
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Activity
• You care about who• You care about when• You need to report on it
vs. Checkbox
• One person handles it(or you don’t care who)
• You care that it’s done• Need to see progress – but
not reporting
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You can show checkboxes in a JobView
(but not on the Calendar)
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A List of Values field can show on Calendar
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Form Field Data Types
Pull info from other places in JobTracker (so youdon’t have to re-enter data)
Enter and track additional details about your jobs
Change the way your form looks on screen orwhen printed
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Text• Few words and/or numbers• Searchable• Good for ID numbers, addresses
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Multiline Text
• Short answers• Few sentences
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Autonumber
• JobTracker assigns a sequential number• Searchable
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Number
• Countable things (not ID numbers)• Good for Reporting and Subtotals• NOT searchable
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Currency
• Money – a specific countable thing• Good for Reporting or Subtotals• JobTracker handles formatting
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Checkbox
• Good for reminders• Only good if only correct answer is yes• Can be shown in JobView• NOT good for Calendar or Reporting
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List of Values
• Dropdown list• Controls for spelling errors – Reporting!• Not as useful if you have over 200 values• Can add image or color-coding to list
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Date
• Yeah… it’s for dates• Can specify format
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Link
• Hyperlink to web address• Used for Googledoc, online map, etc.
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VERY IMPORTANT – Do NOT delete Data Input fields!
You will delete the data stored in that field.
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Duplicate a form
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Edit a List of Values field
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Create a new form
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Pull in a field from the Job Details
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Choose Data Type & get more options
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Add more fields even before hitting OK
Here I’m pulling in the Install details
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Add more fields even before hitting OK
Here I’m pulling in the Install details
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Here’s what we have so far…
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Adding a summary table from another form
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Select the fields you want from the other form
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Moraware makes CounterGo estimating software and JobTracker schedulingsoftware for countertop fabricators. Since 2002 Moraware has helped fabricatorsquote and schedule more than 2 million countertop installations. Moraware is amember of the MIS+BSI: The Natural Stone Institute, the International Surface
Fabricators Association (ISFA), and the Stone Fabricators Alliance (SFA).
www.moraware.com