JobTracker Forms

Natural Stone Information Sheet

Harry Hollander — Thu, 04 Jun 2009 02:34:04 +0000

Starting with our latest release (v3.0), you can create quote forms that don’t show the line items – this is useful for contracts, disclaimers, checklists, or as in this example – an information sheet that you can present to your customers. You can include this form in a quote packet, and print out everything your prospects need at once.

You can download the form here: http://www.moraware.com/Forms/Natural Stone Information.xml

Payment Policy

Harry Hollander — Thu, 12 Feb 2009 16:34:13 +0000

This form is primarily made of static text – even the spacing and indents are made with static text fields. It’s intended for a customer to read and sign. The customer’s name and salesperson are pulled from the job details.

You can download the form here: http://www.moraware.com/Forms/Payment Policy.xml

Client Paperwork Checklist

Harry Hollander — Wed, 11 Feb 2009 16:17:25 +0000

To remind your customers about all of the details of their job they need to give you, it’s convenient to have a checklist for them. This form makes use of the checkbox field, although in most cases, you could achieve the same effect with static text. Account information is also show in the upper right corner, and the names of the fields are changed to use the word “Dealer” rather than account.

You can download this form, here: http://www.moraware.com/Forms/Client Paperwork Checklist.xml

Cut Sheet

Harry Hollander — Tue, 10 Feb 2009 17:29:15 +0000

This form shows examples of pulling information from the job, like job name and address, some scheduling information – the template date, and details for the fabrication. The job material shows up on this form as a table, and each row of the job material section shows details about the serial numbers, including the batch number and location.

You can download the form, here: http://www.moraware.com/Forms/Cut Sheet.xml

Installation Receipt

Harry Hollander — Mon, 09 Feb 2009 18:55:58 +0000

On quote forms, you can choose to not print the prices at all – this can be useful for a receipt when you’re doing work through a dealer and don’t want to reveal your prices to the homeowner.

You can download the form here: http://www.moraware.com/Forms/Installation Receipt.xml

Sample Proposal

Harry Hollander — Wed, 04 Feb 2009 14:19:01 +0000

This is a quote form that you can use as an initial proposal for a customer. The header information is pretty basic – only showing the customer’s name and contact info. Only the header and footer are defined by the quote form. The individual line items are set up on each quote.

You can download the form here: http://www.moraware.com/Forms/Proposal.xml

Pre-measure Checklist

Harry Hollander — Tue, 03 Feb 2009 16:25:16 +0000

This form can be used by the salespeople to get some summary information about the job before the templater goes to the job site to measure. This form prints out the template activity information, so the person doing the template knows when and where to go, and has some details about the job.

You can download the form here: http://www.moraware.com/Forms/Pre-measure Checklist.xml

Appliance Selection Sheet

Harry Hollander — Mon, 02 Feb 2009 16:58:21 +0000

This is an applicance information sheet – usually filled out by the customer or by the salesperson prior to measurement. In this example the manufacturers are drop-down lists (aka “list of values”) and the individual model numbers are text, because having a list might end up being overwhelming.

You can download the file here: http://www.moraware.com/Forms/Appliance Selection Sheet.xml

New Construction Template Checklist

Harry Hollander — Sat, 31 Jan 2009 06:00:15 +0000

This “New Construction Template Checklist” pulls the details about the job (Job Name, Address, Contact Information) from the job, and has a few checkboxes that are used as a reminder to the templater either before or during the template appointment.

At the bottom, are static fields with a disclaimer and a place to sign.

You can download the file here: http://www.moraware.com/Forms/New Construction Template Checklist.xml

Sample JobTracker Job Form

Harry Hollander — Thu, 29 Jan 2009 20:36:53 +0000

Here’s the form we add by default to new instances of JobTracker – this form is designed as an example, and includes a few of the data types that are most common.

The Job Name and Install dates are pulled automatically from the job, and the other fields are entered on the form when you’re looking at the job detail page.

You can download the form here: http://www.moraware.com/Forms/Sample Form.xml