Video: A Day In The Systemize Life
Are you curious about what Systemize looks like and how it can work in your shop? Perhaps you previously used Moraware JobTracker, or are starting up again with Systemize after a break. This video will give you a quick overview of how Systemize can be used day to day.
Details articles and videos of all the topics mentioned are available in the Systemize Knowledge Base. Or email our friendly Systemize experts at firstname.lastname@example.org to set up a quick call.
Complete Tasks 0:30
Create Jobs 0:40
Job Templates 0:46
Job Details & Files 1:19
Calendar View 1:25
Activity Packets 1:46
Job View 1:57
Search For A Job 2:14
Job Issues 2:19
Setting Up & Billing 2:41
Help Resources 3:00
Welcome to A Day In The Systemize Life. This video is designed for customers who may have used Moraware JobTracker, those who have used Systemize, but have taken a break. Or new employees at companies that currently use Systemize.
Let's walk through using Systemize for a day at my countertop company.
In the morning, my shop manager logs into a workstation for the entire shop crew to view. Each person can see what's assigned to them, what's on the schedule, and update their tasks as work happens. Completing Activities is essential for closing out Jobs in Systemize.
Up in the front office, my scheduler's adding new jobs that have come in. In Systemize, it's easy to create a Job in the appropriate Account, and add customer contact info.
I'm one of the admin Users and set up Job Templates ahead of time. So when a job's created, all the necessary Activities and Forms are automatically pulled in. My team can quickly schedule Job Activities and assign them to the appropriate person or group.
We customized the Auto-Schedule feature with our Job Activities. When the first Activity in the Job is scheduled, the other Activities automatically fill in based on how we go from template to install. This prevents us from dropping the ball by having Activities go unscheduled.
Now it's time to add Job details into Forms and upload some files that need to be attached to this Job.
A quick look at a Calendar View, makes sure our activities are balanced between template, fab, and install. The green, blue and red default colors for Activities worked for our shop, but they're customizable to fit your process.
The Map feature allows us to see which field crews are on Jobs, so they're not criss-crossing all over town.
We like to print packets that go out with our different crews. There were default packets already created, and I made some Shop Tickets and Customer Surveys under Job Settings.
I'll switch to a Job View to see what invoices need to go out today. Just like Calendar Views, Job Views can be saved, have filters applied, and I can choose which columns to display in the View.
My office team is busy and the phone is ringing. So I'll pick up. It's a current customer checking in on the status of their Job.
I can do a quick search. There they are. The Job Issue alerts me that something's up with their Job.
With Systemize, anyone in the shop can look up a Job for an instant update.
Time to check a Report of how the sales team is doing. In order to run a Report, I have to be recording that information somewhere in my database, like in the Job Details, Job Activities, or in a Form.
Tailoring Systemize to fit our business model was straightforward. Settings houses all the options to customize Accounts, Calendars, Jobs, Users, Roles, and more. I can even look at previous invoices and update my credit card.
When we have questions or need help, the Systemize Knowledge Base, with how-to articles and videos, is easily accessible. We can quickly contact a friendly Systemize expert with questions, or we can schedule a call by emailing email@example.com. Thanks for stopping by!