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Matrix. |
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The basic function of the “Matrix” page is to apply a service(s) and or material(s) to a single or group of customers at once.
An example of when you would use this feature :
Snowplowing : You can set up a Matrix that includes the different services and materials you offer during the winter months. Your
Matrix may include the following services "snowplowing between 1 - 6 inches", "snowplowing between 6 - 12 inches",
and "Sanding."
Your materials may include "Sand" and "Salt."
Now since you may not know exactly what services or materials you will use until you get to the job site, you will have your
matrix list with you. Each customer that you have added to your Matrix will have a grid next to their name to allow you to check off
which services or materials you applied at the site.
At the end of the day, run Gopher and pull up the Matrix screen. Choose the Matrix you want to complete and click the "Complete Matrix" button.
Double click on the corresponding item in the grid that you
checked off on the form and that will quickly enter your services or materials used.
This totally eliminates the need to add line items to your invoices later or have to schedule in these as
individual jobs.
You may also want to create a "Spring Clean up" Matrix or a "Fall Clean up" Matrix as well.
At the top of the Matrix window, you will see one tab: “Matrix”. Use the New, Edit, Delete and Complete Matrix buttons to operate your Matrix database.
To create a new Matrix item, be sure you are on the “Matrix” page located on the green navigation bar that runs along the left side of the screen.
Continue by following the example below.
Ex. Creating a new Matrix entry. (Basic Usage)
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Make sure you are on the tab “Matrix.”
Click on the “New” button.
A “Matrix Setup” window will appear.
“Matrix ID” - Enter an ID for this entry.
“Matrix Description” - Enter a description for this Matrix entry.
“Crew” - Choose the crew that performed the following services and/or materials.
Click on the “Customer” tab.
“Add Customer” button - Use this to add customers to this matrix.
“Remove Customer” button - Use this to remove the highlighted customer from the list.
“Change Status” button - Use this button to make this customer active or inactive in this matrix.
“Add Multi-Customers” - Use this button to add a multiple customers at once.
Click on the “Service” tab.
“Add Service” button - Click on this button to add services to this matrix.
“Remove Service” button - Click on this button to remove the highlighted service from the service list.
Click on the “Material” tab.
“Add Material” button - Click on this button to add materials to this matrix.
“Remove Material” button - Click on this button to remove the highlighted material from the matrix.
Click on the “Comment” tab.
“Crew Memo” - Enter a memo about this matrix for the crew.
“Private Memo” - Enter a private memo that is for your use only.
Click the “OK” button.
You will find yourself back at the “Matrix” tab.
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Congratulations, you have just created your first Matrix item using Gopher 2003. You can now move on to the next page “Equipment.”
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