1. A Day In the Life at Moraware Granite & Marble, Inc.

2. Scheduler
Scheduler (Harry) – I confirm the templates for the day (Harry: Template sched), print out activity packets for our templaters and make sure that they’re moving the most efficient way. Also, I’m responsible for making sure the install crews are scheduled and that they’re slated for the right amount of time at each place., (Calendar: Install View)

3. Sales
Sales (Jason) – I’m the person who brings in the business, I’m responsible for being available to my customers during the job and then ensuring that they are satisfied when it’s over. I use the calendar (Calendar: Jason: Sales Activities) to show Sales activities we need to do. I use a Sales Lead view (Jason’s Active Sales Lead Job View) to see a to-do list of my sales activities. I’ve got another view (Job View Jason: Recent Installs) that I use to check in with customers who’ve recently had an install

4. Templater
Templater (Eric) – I need to know where I’m going (Norm Template Calendar). Also, I ensure that the digital templates are done accurately and are loaded into JobTracker as file attachments. I also make note of issues that come up during the measures. For a number of reasons, I have the need to see information about my jobs on my tablet or phone from the jobsite. For example, if I forget my paperwork in the office, I can get to it remotely.

5. Shop Manager
Shop Manager (Kathleen)– I need to keep on top of all of the production activities underway. I need to make sure that fabrication is completed in time for installs and also make sure that the saws keep cutting and people keep busy to maximize profits for my company. (fabrication calendar view). Also, as our customers’ requirements change, I need to keep on top of the change orders (Job View: Kathleen: Change Orders)

6. Shop Worker
Shop worker (Loren) – I’m not technically savvy, but need to keep my supervisor and everyone else apprised of what job I’m working on and when. I have a really easy interface that only requires me to click on an activity to start it and then stop it. (shop user)

7. Bookkeeper
Accounting person (Harry)– If I don’t know when and to whom we send the bills, we don’t make money. I make sure that deposits are received and customers are invoiced (Job View: Harry: Accounting)

8. Front Desk / Office Support
Front desk/office support (Eric) – When a customer calls, I’m the first person that they encounter. I make a huge impression on behalf of the company. I don’t want to put people on hold or call them back. I’m a great barometer of our customers’ happiness/issues and need to share it. (Search, attach files, (Job View: Eric: unconfirmed templates), Activity Notes

9. External User
External user/builder (Jason)– I just want to know when my customers’ jobs are going to be completed. I hate calling and being put on hold. I’m sure that I annoy the fabricator with my constant calls. I just need a way for me to see what’s going on without having to call or . (External Calendar View/Job View)

10. Business Owner
Owner/Biz mgr (Patrick)– As management, my role is to ensure that we’re getting as much profit as possible. I need to know who is doing what and when. If things go off the rails, I’m the one who needs to know and understand how it impacts all of the roles at the company. I need to plan for the company’s future, understand what we have done and what we’re realistically capable of doing. Standard Calendar, job issues, Calendar: Patrick: Whose Doing What, jobs with late activities)

11. A Day In the Life at Moraware Granite & Marble, Inc.