6. Block out distracting information and focus on the task at hand
Sometimes it's good to see a lot of information at once, like a calendar view with all your activities on it, or a job view showing all active jobs. However, when you're trying to complete a specific task, it's better to see only the information you need for that task.
For example, if you're trying to schedule templates, you probably want to see a calendar view showing only template activities. If you have more than one templater, you probably want to show each templater separately, and you want to choose a calendar view that makes it easy to see open times. You probably want a calendar view like this:
Sticking with the same example, if you're scheduling templates, you also need a list of all the jobs that need their template activity scheduled. "List of jobs" signals the need for a job view. You can use filters to show only the jobs you care about for the task at hand (setting up these filters can be tricky - don't hesitate to contact support for help). Here's a specific example to show jobs needing template scheduled:
Here's another example showing jobs needing template to be confirmed:
Quick aside: for certain tasks - like scheduling - it can be extremely helpful to have two monitors. That way you can have a calendar view open on one and a job view or job details open on the other. A good monitor only costs $100-150, and it can often bring a huge boost in productivity.
You can filter views on more than just activities. For example, you probably want to set aside time each day to look at jobs with issues. Here's how you can create a view to help you focus on jobs with open or urgent issues:
You can also filter views on "checklist" items. A great example is ordering material. You probably don't need to track in detail what day and time slabs were ordered or received - you just want to make sure that they were ordered and received. You can track information like that on a Job Form for each room, then you can create views showing you which jobs have material to be ordered or to be received:
For employees in the field, it's often useful to have printouts of just the information needed for today's jobs. Use activity packets to print out everything you need for an activity or for a day's activities.
In JobTracker, you can create as many calendar views, job views, activity packets, etc. as you need to run your business ... so be sure to customize them for each task you find yourself doing throughout the day.
When you're looking at a calendar view, is there job or account information that you can add so you don't even have to enter the job details page? Click Options, add the appropriate fields to the view, and save it to My Views. Or are you using a shared view that has more information than you need? Click Options, remove the distracting fields (by clicking on the X next to them), and save it to My Views.
Similarly, if you look at a list of Jobs or Accounts, click Options and select precisely the fields you need to accomplish what you're trying to do, then save your "perfect" task-specific view to My Views.
As your business grows, employees will tend to specialize more and more - it becomes even more important to make sure everyone has views that are optimized for their jobs. Work with new employees to understand what they need to do their jobs and customize their views accordingly.
And as always, if you get stuck trying to create a view, reach out to support for help.