Training: A Day In The Life of A Fabricator
Start with the business process in mind and then have JobTracker run your process more efficiently.
A look at different “jobs” in our imaginary company, “Morware Granite & Marble, Inc”. We based our “company” on the different types of support calls and emails that we have received every day for the last decade. That’s employees from around the world at 1400+ fabricators.
Among every countertop company, each has different work processes and ways they run their businesses every day. They track different things and have various types of customers themselves. As a result, each uses JobTracker differently. Not to mention the fact that within each of the customers there are numerous employees and all of them all have different jobs. That means that everyone needs to see something different, depending on the job that they do. That’s really the power of JobTracker—being able to show the relevant information to the right people when they need to see it.
One of the benefits of JT is that it is very configurable. All you really need to do this is a really good understanding of YOUR business -- your processes, what you track and who does what. Once you have a good idea how your business is set up and how you need it to run, there’s a very good chance that JT can be configured to enable you to do the business you’ve planned for.
For the next few minutes, we’re going to go pretend that I am the employee not of a software company, but of an imaginary countertop shop. We based our “company” is on calls and emails that we get from our customers every day. That’s employees from around the world at 1400+ customers.
Everyone has a different role to do at our pretend company and each of us will need to see different information that is relevant to the job we do. So as we introduce ourselves and the jobs we do, we’ll be going fast, but don’t worry about absorbing the details of all the views we’ll show you. We’re going to cover this stuff in detail later. The point is that each person can see and then act on information that’s relevant to them.
So, let’s take a look:
Scheduler – I confirm the templates for the day. I 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.,
Sales – 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 to show Sales activities we need to do. I use a Sales Lead view to see a to-do list of my sales activities. I’ve got another view that I use to check in with customers who’ve recently had an install
Templater – I need to know where I’m going . 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.
Shop Manager – 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. . Also, as our customers’ requirements change, I need to keep on top of the change orders
Shop worker – 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.
Accounting person – 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
Front desk/office support – 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. attach files,
External user/builder – 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 email.
Owner– 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.
-So, do some of these jobs look a little like yours?
Certainly they’re different in some ways too.
The key is to take some time to make your JobTracker work for you.
Start with your business process and understand what information you need to efficiently do the different jobs and tasks at hand.
We’re here to help