About

This is more of an informational page rather than a page you will use to do things. It describes the sequence of events involved in using this app, but most of the things described are done from the Projects page for a particular project if you are working with a client, or from the Procedures page if you are working alone. The primary exceptions are adding Companies or Contacts prior to a Project being involved (Companies and People you want to work for, but no particular Project can be identified and targeted at the time you enter their information).

“If you have two half-finished projects, it adds up to zero finished projects.” -Unknown

Systems Advocate

You need a Systems Advocate who flourishes in a culture of documentation. This person should be inherently tidy, someone who thrives on organization (everything has a place, and everything is in its place). Your Systems Advocate should:

Manage the implementation and use of Custom Cabinet Planner
Manage Project Status for ALL Projects (checking on the stage your projects are at each and EVERY week)
Manage the Delivery Schedule (moving projects around based on the feedback he receives about each Project’s Status)
Oversee the self-managing Production Schedule
Manage Punch Lists
Manage Call Backs
Lead a portion of your morning meeting, talking about how your systemization process is going, and what’s next

This Team Member needs the Decision Rights (ownership) to do what you are asking them to do. They don’t necessarily need the authority to fire someone, although that might be helpful, but they do need the authority to recommend the separation of Team Members who will not work within the system. Team Members who sabotage the system should be terminated post-haste (same-day service).

Features to exploit are:

Single Source of Truth (Everything about your projects in one place, accessible from your PC, Tablet, or Smartphone).
A Second Brain (A repository for all the things you need to know, remember, do, etc.).
Mini CRM (Companies and Contacts).
Sales Pipeline (Accessed from the Companies page, push those Suspects through your sales pipeline until they are customers).
Ballpark Estimates (Accessed from a Project page, pre-qualify Prospects before you commit large chunks of your precious time to them).
Selections (Accessed from the Selections portal on the Project page, gather the information you will need to enter into your Estimating software).
Production Schedule (Accessed from Rooms, allows you to push/pull your Projects through the sequence of events required to produce your product).
Delivery Schedule (Accessed from Rooms, this is a Calendar View that not only keeps your team apprised of upcoming deliveries but also helps you schedule new Projects). IF YOU DON’T DO ANYTHING ELSE, DO THIS!!!
GoodProfit Accounting (The GoodProfit page in the Admin section provides a unique view into your cash position). This is a rearview mirror perspective, but answers the question “How much of my bank balance is MINE? Know the condition of your flocks!

Helpful METRICS that you can exploit from this app (and that you should know by heart):

Total Cabinet Quantity (Accessed from the Projects or Rooms > All-Table View, the total Actual Cabinet Quantity can be filtered to show you how many cabinets you manufactured each day, week, month, quarter, year, etc.) A single unit of measure.
Win/Loss Ratio (Accessed from the Projects page, you can keep track of the ratio of jobs quoted to jobs won).
TAKT Time (Accessed from the Rooms > All-Table View, the total Actual Cabinet Quantity from the previous 12 months will provide you with the rhythm or beat of your cabinet manufacturing system, how often a cabinet is completed and ready to be billed).
Cost per Cabinet (Accessed from the Projects or Rooms > All-Table View, the Sum of the Cost Per Cab column can be filtered to show you your Minimum, Average, and Maximum Cost Per Cabinet for any time period you choose).
Total Revenue/Sales (Accessed from the Projects > All-Table View, the Sum of the Total Project Cost column can be filtered to show you your Revenue/Sales each day, week, month, quarter, year, etc.).
Operating Expenses (Accessed from the GoodProfit page, which can be tracked here, or in your Accounting package and entered here as a single entry).
Overhead Expenses (Accessed from the GoodProfit page, which can be tracked here, or in your Accounting package and entered here as a single entry).
Total Expenses (Accessed from the GoodProfit page, which can be seen here if you choose to add Operating and Overhead expenses).
Cash Position (Accessed from the GoodProfit page, if you have entered your Income and Expenses, either individually or an aggregate, then the app will calculate your Cash Position).

Information

Throughout te app you will see Information buttons like the one below that will pop-up a box with instructions on how-to-do the thing you are attempring to do.

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