Your first 30 minutes
Shop setup asks for a name, and can take an address, a logo, a point of contact, your people, your machines, and the work you already have. The dashboard checklist then walks your first job.
Jeevy runs the path a fabrication job takes through your shop: the quote, the client's purchase order, the plan, the people doing the work, and the material they wait on. This guide takes a new shop from an empty account to its first planned job.
Setting up the shop
Shop setup is four steps. Shop asks for the name, the address, an optional logo, and a point of contact. People is who should get an account. Equipment is the machines on the floor. Work is quotes and projects you already have, typed in or uploaded from a spreadsheet. An upload walks through the file, the column map, and an editable preview before the rows are added. Only the shop name is required. Leave the rest blank and fill it in later from Shop Overview, the People tab, or the ledger.
Press Create shop on the last step and the welcome animation plays with the line Setting up your Shop. Click anywhere to skip it. The next screen is how to reach Jeevy: email support@jeevyfabrication.com, call or text the CTO at 941-918-0000, or the docs. Copy these contacts puts that list on the clipboard. Save it. A personal engineer will help you through setup, and you will want the list somewhere you can find. Continue to your shop opens the dashboard.
The setup checklist is there when you ask
A new shop does not get the setup checklist. The dashboard also does not open a click-through tour or the changelog. Take a tour of this screen is in the help menu, and so is the changelog. A shop that already started the checklist can bring it back from that menu with Show Onboarding Checklist. The checklist walks one job.
| Step | What it covers | Button | |
|---|---|---|---|
| 1 | Create your first project | The job the rest of the checklist lives on. Create Project opens the same dialog as the ledger button. | Create Project |
| 2 | Add a note | A note on that project | Add a note |
| 3 | Add a File | A drawing, spec, or other document | Add a File |
| 4 | Create Tasking | A work stream, the phase of the job the floor will be given | Create Tasking |
| 5 | Generate a Quote | The customer price, generated from this project | Generate Quote |
The steps are sequential. Each one unlocks when the one before it is done, so there is one thing to do at any moment rather than five.
The checklist leaves when all five steps are done, or when you dismiss it. If you dismissed it and want it back, open the help menu and choose Show Onboarding Checklist.
Step 2 opens the project on Inside a job. Step 3 is File Manager, step 4 is Reading the Gantt, and step 5 is Building the bid.
Getting your team in
You can add people on the People step while you set the shop up. Anyone you add later goes on the Personnel tab of Shop Overview, covered in Your people.
| Role | Typical person | What they can do |
|---|---|---|
| Owner | You | Everything, including assigning roles |
| Manager | Operations or project manager | Everything except assigning roles |
| Estimator, Engineer | Quoting and engineering | Quotes, projects, planning and purchasing |
| Supervisor | Floor lead | Projects, planning, people and purchasing, but not quoting |
| Floor | Welders, fitters, operators | See their assigned work and clock time |
| Shop station | A shared tablet on the floor | Clock workers in and out, and run kiosk mode |
Take one job to the floor
With the shop set up, walk a single job through from start to finish. It is the fastest way to see how the pieces connect.
- Win the quote. Move the quote's stage to Bid Accepted, then use Convert to turn it into a project. Client PO is optional. See Quotes and projects.
- Plan the work. Open the project's Tasking tab, build a work stream of tasks, assign people and set dependencies. See Reading the Gantt.
- Link the material. Attach the purchase order lines each task needs, so the schedule waits for deliveries. See Materials and POs.
- Deploy. Deploy the work stream to release it to the floor.
- Clock the work. Workers Shop In, clock in on their tasks, and clock out with how it went. See Shop time and task time.
What your team sees when they sign in
| Role | First screen |
|---|---|
| Owner, Manager, Estimator, Engineer | The Quotes ledger, or Projects if they used it last |
| Supervisor, Shop station | The Projects ledger |
| Floor | Their worker home, with assigned tasks, today's activity and hours |