Adding a holiday to the calendar

It’s beginning to look a lot like Christmas (& don’t forget Chanukah! And New Years! Plus Kwanzaa!). For some of you, this is a really busy time of year. Everyone wants their new countertop installed before the holidays. But hopefully, you’re going to take a...

How to create views for your shop users

One of the features in our latest release is the addition of shop users and shop views. Shop settings give employees who’re not computer savvy a way to access your countertop software. It also gives you access to the real-time status of jobs in the shop without...

Attaching multiple files to a job at once

We’ve gotten some questions about attaching multiple files to JobTracker at once.  The typical scenario is that a templater has a computer out in the field, and after taking photos of the existing countertop, they want to attach all of the pictures and maybe CAD files...

How to measure sales closing ratio?

We recently added a help article on how to calculate a sales closing ratio, based on how many quotes you create compared to how many turn into jobs. The simple method in the help works for lots of people, but it’s not the whole answer.  I have some reasons to care in...

Top 5 searches on our help pages

In mid-July, we switched our online help to a new platform, which makes it faster and easier for us to update the help articles. One of the side-benefits is that we have better insight into the kind of help people are searching for. Here are the top five searches on...