What We Recommend for Each Tab
Owners and general managers typically need all of these tabs on their Home page. Department managers typically only need what we’ve recommended for the Main tab and the Departmental tab(s) for the department(s) they manage.
Main: This tab would show general information about you and your schedule. Typically you’d include Today’s Recall, Reminders, Today’s Calendar, Tasks I Have Assigned, and Tasks Assigned to Me. You could also include Email for a shortcut to your inbox, but this isn’t critical since it’s just as easy to get to your email tab by clicking the Email tab at the top of the screen. If you’ve set up any folders, you might also include Folders.
Accounting: This tab shows key financial information for the company as a whole. We recommend including everything listed under Company [Accounting].
Double-clicking these items when they’re added to your panel will take you to the corresponding detail on the Financial tab.
All Jobs: This tab shows total numbers of jobs for the company as a whole for various periods. Include everything under Company [Jobs]
Double-clicking these items when they’re added to your panel will take you to the corresponding list of jobs on the Jobs tab.
Department: Create a separate page for each production department that you manage or oversee. Owners and general managers will also want to create corresponding tabs for the Accounting and Collections departments. Include everything under Company [Jobs].
Person: Some companies also like a page for each key manager with shortcuts to see the jobs and tasks assigned to that manager. Include everything under Person [All].
What You’re Looking for When You Monitor These Tabs
Once these tabs are set up, you’ll regularly come back to them to watch out for situations that need follow up. How many jobs have been billed in the last five days? If jobs aren’t being billed, you may have a problem; find out why. What’s the average days out for each department? If money’s not coming in on time for a particular department, someone needs to follow up.
As you begin to monitor these tabs, you’ll soon start to recognize what’s typical and what’s not; regular monitoring lets you catch potential problems and set things right before you have a problem.