This is part 5 of our series on answering the question “Am I using JobTracker to the fullest?” Check out part four about updating activities before you read more.
Once you’re using the job details and calendar, it’s time to get serious about views. Views let you see the details you need, in the format you want. You can filter out certain types of accounts, activities, and really limit the list of jobs you’re looking at.
Each person in your office can have the views they need to do their jobs every day. Here’s how to see a list of jobs with urgent or open issues:
We’ve heard of people using a view like the one in the video as part of their daily or weekly staff meeting, to take care of problems before they become critical.
If you want to see more about views, including several other examples, check out our online help.
Want to know more? At Moraware, we make software for countertop fabricators. CounterGo is countertop drawing, layout, and estimating software. JobTracker is scheduling software that helps you eliminate the time you waste looking for job folders. RemnantSwap is a free place to buy and sell granite remnants with fabricators near you.