2nd Edition (2024): Procedures (replaces Operations Manual)

This Procedures portion of this course will be a multipart instructional tutorial walking you through each of the Categories of the Sequence of Events that take place to Sell, Estimate, Field Measure, Design, Double Check Field Measurements, Engineer, Machine, Finish, Assemble, Hardware, Deliver and Install Custom Cabinetry. The primary objectives being to provide a template for step-by-step instructions on each process along with contextual data being available at the precise time it is needed, appropriate prompts to do things needed to push the project through your system, and a feedback loop that makes sure everything is happening when it needs to be happening.  Chapters: 
00:11 - Intro 
00:31 - Delivery Procedures 
03:00 - Installation Procedures 
08:47 - Punch List-Call Backs 
10:59 - Outro

This course serves as an introduction or overview of the Procedures process in Custom Cabinet Planner. 

Chapters: 
00:11 - Intro 
00:33 - Procedures 
02:28 - Stages of Business Development 
03:25 - Framework 
03:47 - Setup-Processes-Maintenance 
04:01 - Categories 
04:44 - Ballpark Estimate 
05:10 - Selections 
05:24 - Estimate 
06:00 - Field Measure 
06:05 - Design 
06:23 - Double Check Field Measurements 
06:29 - Proposal 
06:40 - Engineering 
06:54 - Material Acquisition 
07:08 - Receiving Inventory 
07:25 - Machine Procedures 
07:36 - Finishing 
08:01 - Assembly 
08:16 - Hardware 
08:42 - Delivery 
08:56 - Installation 
09:04 - Outro

This Procedures portion of this course will be a multipart instructional tutorial walking you through each of the Categories of the Sequence of Events that take place to Sell, Estimate, Field Measure, Design, Double Check Field Measurements, Engineer, Machine, Finish, Assemble, Hardware, Deliver and Install Custom Cabinetry. The primary objectives being to provide a template for step-by-step instructions on each process along with contextual data being available at the precise time it is needed, appropriate prompts to do things needed to push the project through your system, and a feedback loop that makes sure everything is happening when it needs to be happening.  Chapters: 
00:00 - Intro 
00:41 - Overview 
01:19 - Procedures Page 
01:57 - Views 
02:24 - Archiving a Project 
03:22 - Template Button 
06:15 - Overview of Procedures Page Fields 
06:32 - NEW Project Data Page 
07:01 - Link to Punchlist and Call Backs 
07:07 - Date Field 
07:13 - Assignee Field 
07:31 - Job/Project Notes 
07:39 - Procedure Naming Scheme 
09:15 - Hidden Properties/Fields 
10:01 - Table of Contents 
11:03 - Outro