JobTracker Live Resources www.moraware.com/houston2017

Calendar & Activity Packets Business Goals Clearly communicate daily & weekly responsibilities to individuals & teams Work more efficiently by eliminating distractions & highlighting important details Save time & reduce errors Technical Objectives Create a variety of different calendars by changing Display Type, Colors or Activities Show Subtotals on your Calendar (for square feet, # slabs, $, etc.) Filter your calendar by a Custom Job Field, Form Field or Activity Status Map Activities and group by Assignee Customize Activity Packets and include attached files

Your JobTracker Account Job

Account Job Phase Activities Forms Files

Account Job Phase Activities Forms Files

Most Calendars look like this… Lots of information here, clearly works for a lot of people a lot of the time… but it does limit some of what you can do. For example, if you were person in charge of scheduling Installs… can’t see without scrolling and hard to focus. Similarly, if you work in the shop, you probably don’t need the address information and would rather see just what’s on your calendar for the next couple days.

There’s no perfect calendar

What makes a good Calendar View? Who will be using it? Where will they be looking at it? What device? What task are they trying to complete? What do they need to see?

Install Calendar Is it for the person who schedules the Installs or person who does the installing? Where will they be looking at it? What device? What task are they trying to complete? What do they need to see? Who is it for: the scheduler or the Intallers. They might want to see different details.

Remove what you don’t need Who is it for: the scheduler or the Intallers. They might want to see different details.

Start with the Options Button

Select Activity Type – Install

Clear fields & select only fields needed

Install Calendar So now these are our settings [calendar] and the calendar is much easier to read. [arrow]

Change the Shape – Display Type

Show only Installers & Unassigned

Show Sq Ft on Calendar

Show Sq Ft on Calendar

Show Sq Ft on Calendar

Now we can drag/drop

Charlie’s Calendar Daily Fabrication To Do List Show #slabs needed for each Job Show only Jobs at our Dallas location

Start from an existing View

What are we looking at?

Color Activities By – Form

Add Subtotal #Slabs

Filter by Location

Filter by Location

Fabrication To Do List – Dallas

Template Schedule (for the Scheduler) Quick review: we’re looking at Template Calendar with Shape: Day & Assignee by Time.

Drag & Drop

Mapping Activities

Mapping

Launches Google Maps

Maps by Assignee

Show/Hide Assignee

Activity Packets

Confirm Details

Page Breaks

Choose Packet (set up in advance)

Compiled Activity Packets

For each Activity on the Calendar

Include Open/Urgent Issues

Include CounterGo Quote Drawing

Include Attached Files (but only the ones you want)

Mobile Devices

Calendar Settings

Activity Packets

Activity Packets – Filter by Activity Type

Filter Attached Files

Label Attached Files

Create a File Custom Field

Activity Packet – Shop Packet

Activity Packet Calendar Printable Form