1. Schedule Templates and Installs
The most common reason people purchase JobTracker is simply to schedule templates and installs. If you follow the steps in the Getting Started Guide, you'll be scheduling your templates and installs successfully in no time. Here are a couple of videos to help:
JobTracker includes Template and Install activity types out of the box, so all you need to do to start scheduling them is create jobs and view them on your calendar. However, your transition to using JobTracker for scheduling Templates and Installs won't be complete until you replace what you were doing before (for context, ask yourself the 4 whats).
For scheduling, you're probably using some combination of a whiteboard, Outlook or Google, or an Excel spreadsheet. You won't truly be scheduling your templates and installs with JobTracker until you replace that existing solution. To do that, you need to can't just think about what doesn't work the old way, you also have to consider what does work!
For example, perhaps it's good that everyone in your office can see the whiteboard ... if so, then consider replacing it with a large TV on the wall (or 2 or 3 ...) showing a JobTracker calendar view.
Perhaps the person who confirms templates and installs likes having the master spreadsheet in front of them while calling customers ... if so, then set up dual monitors so they can have job details or a job view on one monitor and a calendar view on the other.
Finally, make sure to mark each template and install activity as complete when it's really complete. Soon you'll want to create views to show you things like Jobs that haven't been installed yet, so be sure to develop the habit of marking activities complete! That way, you'll make sure nothing falls through the cracks.