1. JobTracker Live Resources www.moraware.com/houston2017

2. 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

3. Your JobTracker
Account
Job

4. Account
Job
Phase
Activities
Forms
Files

5. Account
Job
Phase
Activities
Forms
Files

6. 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.

7. There’s no perfect calendar

8. 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?

9. 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.

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

11. Start with the Options Button

12. Select Activity Type – Install

13. Clear fields & select only fields needed

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

15. Change the Shape – Display Type

16. Show only Installers & Unassigned

17. Show Sq Ft on Calendar

18. Show Sq Ft on Calendar

19. Show Sq Ft on Calendar

20. Now we can drag/drop

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

22. Start from an existing View

23. What are we looking at?

24. Color Activities By – Form

25. Add Subtotal #Slabs

26. Filter by Location

27. Filter by Location

28. Fabrication To Do List – Dallas

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

30. Drag & Drop

31. Mapping Activities

32. Mapping

33. Launches Google Maps

34. Maps by Assignee

35. Show/Hide Assignee

36. Activity Packets

37. Confirm Details

38. Page Breaks

39. Choose Packet (set up in advance)

40. Compiled Activity Packets

41. For each Activity on the Calendar

42. Include Open/Urgent Issues

43. Include CounterGo Quote Drawing

44. Include Attached Files
(but only the ones you want)

45. Mobile Devices

46. Calendar Settings

47. Activity Packets

48. Activity Packets – Filter by Activity Type

49. Filter Attached Files

50. Label Attached Files

51. Create a File Custom Field

52. Activity Packet – Shop Packet

53. Activity Packet
Calendar Printable Form