STONE TALK PODCAST
Have you listened to stonetalk.org? It’s our online radio show that features interviews with fabricators and folks in the industry. Each episode is about 30 minutes, and we think you’ll find it entertaining and informative.
You can subscribe from iTunes or from the Stone Talk site.
We’re really excited to announce the two latest additions to the Moraware Team! The next time you email or call us, there’s a chance you’ll be talking to Kathleen or Jason. Or, if you just want to get to know them, you can read about them on our blog.
Kathleen joins us from College Station, Texas, and brings a wealth of knowledge from her previous jobs at non-profit organizations.
Jason is from Grand Rapids, Michigan where he was previously a software engineer, technology consultant, and entrepreneur.
We’re happy to be involved with several industry education seminars. We’re looking forward to seeing you at one of these events!
11/6/2014: Stone Industry Education in Tempe, AZ
12/4/2014: Stone Industry Education in Anaheim, CA
If you’re interested in FREE admission to the Stone Industry Education, send an email to firstname.lastname@example.org.
You can now print the pictures of slabs on the slab layout in CounterGo. This is especially useful if you’re printing a copy of the CounterGo quote for your shop. You’ll get a reference drawing of the slab layout with an image of the slab to see movement.
Did you know? You can automatically add a Quote Number to each quote you create in CounterGo. First, you will need to add a Custom Field in your Quote Settings. If you want, CounterGo will even generate Quote Numbers for all of the quotes you already created. Next, edit your Form Template to include the new Quote Number field on your printed or emailed quotes. Step-by-step instructions are available on our web site.
If you’re just starting with CounterGo, check out our training, which is a sequence of videos that walks you through a quote from start to finish.
CounterGo lets you draw, layout, and quote countertops in 3 minutes. Find out more by calling us at 866-312-9273.
Want to learn some tips and tricks in JobTracker? Here are a couple of answers to the most common questions we’ve gotten in the last month.
Q: How can I create a To Do List for my scheduler so we can confirm appointments with customers?
A: You can save a custom view of your Jobs that shows only unconfirmed activities. Your scheduler can pull up that View everyday to make calls. To make life easier, you’ll probably want to include the contact person’s name and phone number in the same view. The scheduler can just work through that list, changing the Status of each Activity to Confirmed or rescheduling as needed. Check out these help documents for details and additional suggestions.
Q: Is there a way to de-clutter my Calendar so it is easier to see what’s important?
A: Yes, and the magic lies once again in Views. The main steps to creating your own Calendar View are the same: Options, Add Filter, Save View. To clean up your Calendar View, you might start by hiding completed activities. You also might find that you want to save a few different Calendar Views to use when doing different tasks throughout the day. Visit our website for additional ideas – and email us if you need help!
JobTracker is scheduling software that replaces your whiteboard, file folders, and spreadsheets. To find out more, call us any time. 866-312-9273
RemnantSwap is a free place to buy and sell countertop remnants. Take a minute and see what materials are near you. Search for any color or material and we’ll show you what’s closest to you.