Working with Forms & Phases

Working with Forms & Phases Business Goals

Pull info from Forms for display/print to save time & reduce errors Manage large jobs more efficiently with Phases Report on Jobs by Phase Software Goals

Customize and format forms for communicating clearly on screen and in print Import a Job Form Separate a Job into Phases Ensure that Job Forms are assigned to correct Phases

Communicating in Print

Communicating in Print

Might collapse by default

Expand or collapse with + or -

Set forms to be collapsed by default

Set for to print landscape

Swap width and height

Set default formatting

Format individual fields

Edit Form Fields

Job Name is 2x as Wide

Edit Form Fields

Cell = the box itself c

Edit Form Fields

Label = label area c

Edit Form Fields

Value = Contents of cell c

Formatting for communication

Formatting for communication

Import a JobForm

Manage Unresolved Fields c

Organizing Jobs with Phases

Account Job Phase 1

Activities

Job Phase 2

Files

Activities

Activities

Files

Using a simple details form also makes it easier to keep track of phases.

Assign Activities to Phases

Assign Forms to Phase

Add a Job Phase

c

Add Existing Items and/or Create New

c

Assigning an Activity to Entire Job

c

Every Activity & Form Assigned ONE Phase c

c

c

Template is Assigned to Entire Job

Fab for Main House on 3/20

Fab for mother-in-law on 4/11

Moraware makes CounterGo estimating software and JobTracker scheduling software for countertop fabricators. Since 2002 Moraware has helped fabricators quote and schedule more than 2 million countertop installations. Moraware is a member of the MIS+BSI: The Natural Stone Institute, the International Surface Fabricators Association (ISFA), and the Stone Fabricators Alliance (SFA). www.moraware.com