-
Job organisation in workshop
Morning everyone ,I’m looking to see how all you guys run your jobs you have in ,at present we use a notepad and white board but theres always that one job you forget to write up ,what other ways are good too use we have looked at maybe using job sheets but I’m not sure any help or ideas would be greatly appreciated[emoji16]
-
8 Replies
-
We use trello. It’s a website that allows project management and no need to download – it can be customised to the way you work plus it’s free! We all have a login and submit jobs with all the details required so that the person running the job can process it easily without having to check in. Saved us time, made us more efficient and keeps a record of older jobs. Definitely worth checking out before you invest in job management software.
Neil D.
-
+1 for Trello. The phone app is great when your on site, add photos etc and if you use outlook the add on let’s you send emails to job boards
-
Monday + 32inch touch screen acting as a production board
-
The most important aspect of any jobs you do is to invoice the work. It’s actually very easy to get caught up in the day to day running of a business rushing to complete work and get the job out the door – that you can easily forget to invoice some of the smaller jobs done. My method is simple. I have an order book, a big A4 size note book in which I right down the name of any jobs once they are given the go ahead. The order book gets referred to every day when putting together a priority list of work to be done on that day. Once a job is completed it is ticked off in the book – then a second tick is added once the invoice has been raised. Regular checks of the order book result in resurrecting any jobs that have slipped under the radar – and worse still – any jobs I had forgotten to invoice :yikes:
-
We are similar as Phil but digital
We have a xcel document.
Split into 3 pages: garments, signs, litho.Customers order goes in with a brief description. Total is there so if there is not invoice and am out the office the lads can hook it up. Few colour codes, yellow in product box means it’s been ordered. Orange on the customers name means it’s in production at some stage or another. Green means job is done. Invoice number goes next to the job total. That goes purple when sent.
Every Monday I wipe the white board clean and write in each section what needs completed that week. Any extra info goes next to it. Also have a column in here for our designer for artwork jobs. Which get ranked in order of who I like.
-
+1 Trello. We have it on a large screen in the office, with another one showing our google calendar.
Trello shows our job status, calendar what days jobs need doing.
We have the same problem Phill, if we don’t Mark a job as delivered or confirmed in Clarity it can skip through the net. Technology can’t account for human stupidity. 😆
-
Ideal guys thanks ill look at trello much appreciated [emoji16]
-
If you already use Microsoft Office 365 for emails etc… the you (should) already have a version of Trello called ‘Planner’, look in your office apps.
Log in to reply.
