Kicking it up a notch: replace your old system

by | Sep 4, 2013 | JobTracker Tips

This is part 6 of our series on answering the question “Am I using JobTracker to the fullest?” Check out part five about creating views before you read more.

file foldersYou’re not going to get any extra efficiency by just adding our software to your existing whiteboards, spreadsheets, and file folders. To actually improve your business, you need to replace what you had before.

How do you get rid of the folders and spreadsheets you had before? The key is to enter new jobs into JobTracker when they come in, so that’s the spot that everyone goes to find out what’s happening on a job.

Most people use forms to replace the paperwork they have today, calendar views to replace a whiteboard, and job views to replace spreadsheets.

If you want to make sure you replace your old system – no matter what it was – it’s really good to set a deadline. The less time you have overlapping Moraware JobTracker with other calendars or spreadsheets, the better.

Typically we recommend having one week of overlap. Over the course of that first week, enter new jobs as they come in. By the end of that first week, you can enter any remaining jobs as a big batch.

Then, everyone in your office can start to customize views of the jobs and calendar. But, without all of the jobs, it’s tough to visualize.

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.

Related posts

Upgrading from JobTracker to Systemize: What’s the Deal?

Last year when we announced Systemize, we were only selling to new customers. As an existing Moraware customer, you’re probably wondering “Hey, what about me?” We haven’t forgotten about you, awesome customer! Before upgrading our existing customers, we...

A Strange Number is Calling Me & Other Spooky Things

It's that time of year - the leaves are falling, the pumpkins are carved, and we're here to tell some spooky stories heard from the Moraware team! Stranger Numbers You've just gotten your third cup of coffee and finally get a chance to sit down and go over the...

Updates to the JobTracker / Systemize API

Our Application Programming Interface (API) lets programmers write software that integrates with JobTracker or Systemize. Several of our partners have developed products that depend on the API. Based primarily on their feedback, we've recently made some additions to...

Share This