1. Intro to FCS Re-Roof-R1A

Summary

The video script introduces the FCS re-roof module, an essential component of the Full Contact Software (FCS) system designed for managing roofing operations. It emphasizes the importance of understanding the various modules within FCS re-roof to ensure seamless integration of all components. The script outlines key features, including the production tab for job information, the workflow tab for task organization, the ops calendar for interactive job scheduling, the production dashboard for superintendent oversight, time cards for employee management and payroll, and the production app for field updates. These tools collectively streamline the roofing process, from planning and scheduling to execution and reporting.

Takeaways

• 📊 **Production Tab Overview**: The production tab is a central hub for all job information, including daily progress, start and end dates, assignments, hours, project files, and entries.
• 🔄 **Workflow Tab**: Organizes tasks to be completed throughout the job, captures labor reported, safety entries, email lists, contract billing, and change orders.
• 📅 **Ops Calendar**: An interactive, drag-and-drop tool to schedule jobs, view upcoming and ongoing jobs, and their respective durations.
• 📊 **Production Dashboard**: A superintendent's tool for managing all jobs, including hot jobs, reports, time cards, and backlogs.
• ⏱️ **Timecard Master**: Houses employee information, titles, pay rates, and time records, which are exportable to payroll systems.
• 📱 **Production App**: A field tool that sends job-related information, such as photos, comments, and safety information, back to the core system.
• 📂 **Project Files**: All project-related documents are stored within the system for easy access and reference.
• 👷 **Labor and Safety Tracking**: The system captures labor and safety information throughout the job duration.
• 💌 **Email Notifications**: OPM emails are sent to specified recipients, keeping stakeholders informed about project updates.
• 🔍 **Job Detail and Reporting**: Detailed information on existing jobs is available, including reports that can be generated.
• 🔄 **Task Management**: The workflow tab allows for the organization and completion tracking of various tasks necessary for job completion.
• 🚧 **Job Scheduling Flexibility**: The ops calendar allows for efficient job scheduling, with the ability to drag-and-drop and adjust job timelines as needed.

Q & A

What is the primary purpose of the FCS re-roof module?

The FCS re-roof module is designed to manage the operations side of a roofing company, including job information, task organization, scheduling, and tracking progress.

Where is the job information housed in FCS re-roof?

The job information is housed in the Production tab, which is located on the property and contains details such as daily progress, start and end dates, assignments, hours, project files, and entries.

What does the Workflow tab in FCS re-roof allow users to do?

The Workflow tab allows users to organize and manage the different tasks that need to be completed throughout the duration of a job within production.

How can the Ops Calendar help in scheduling jobs?

The Ops Calendar is a drag-and-drop, interactive tool that allows users to efficiently schedule each job by toggling between sales and operations, viewing upcoming jobs, and adjusting the duration of each job.

What is the role of the Production Dashboard in FCS re-roof?

The Production Dashboard is designed for a superintendent to manage all jobs within the company. It provides information on hot jobs, upcoming jobs, reports, time cards, and the apps calendar, including backlog, progress, and completion status.

Where are employee timecards and their information stored in FCS re-roof?

Employee timecards and their information are stored in the Timecard Master component, which is also where all the time is permanently housed and can be exported to payroll.

What is the purpose of the Production App in FCS re-roof?

The Production App is used in the field to capture and send information back to the core system, such as photos, comments, and safety information, which helps document the progress and status of each job.

How does the FCS re-roof module help with labor reporting?

The FCS re-roof module captures labor reported throughout the job within the Production tab, allowing for better tracking and management of labor hours and tasks.

What is the significance of safety entries in FCS re-roof?

Safety entries are crucial as they document safety-related incidents or measures taken on a job site, ensuring compliance with safety standards and providing a record for future reference.

How does the FCS re-roof module handle contract billing and change orders?

Contract billing and change orders are represented within the module to manage financial aspects of the job, including tracking costs, billing clients, and processing changes to the initial contract.

What is the benefit of having an exportable payroll feature in the Timecard Master?

The exportable payroll feature allows for seamless integration with payroll systems, simplifying the process of paying employees based on the hours they have worked.

How does the FCS re-roof module support communication with stakeholders?

The module includes an email list feature that identifies who the OPM (Operational Management) emails are being sent to, facilitating communication and updates about job progress and other relevant information.

Outlines

00:00

📚 Overview of FCS Re-roof Modules

This paragraph provides an introduction to the FCS (Field Construction Software) re-roof module, emphasizing the importance of understanding the various components involved. It mentions the production tab, which is the central hub for job information, including daily progress, start and end dates, assignments, hours, project files, and entries. The workflow tab is also highlighted, where tasks are organized for job completion. The paragraph further discusses labor reporting, safety entries, email lists, contract billing, and change orders. Additionally, it introduces the ops calendar for scheduling jobs and the production dashboard, tailored for superintendents to manage all jobs within the company, including hot jobs, upcoming jobs, reports, time cards, and the apps calendar. Lastly, it mentions the timecard master for housing employee information and the production app for field use, which feeds information back into the core system.

Keywords

💡FCS re-roof module

The FCS re-roof module is a component of a software system designed to manage the operations side of a roofing company. It includes various features and tabs that allow users to input and track job information, progress, and other relevant data. In the video, it is the main focus, as it's where all the operational tasks and job management take place.

💡Production tab

The production tab is a specific section within the FCS re-roof module where all job-related information is centralized. It includes details such as daily progress, start and end dates, assignments, hours, project files, and entries. It serves as a hub for accessing and managing job data, which is crucial for the efficient operation of the roofing business.

💡Workflow

The workflow tab is a feature within the FCS re-roof module that allows users to organize and manage the tasks required to complete a job. It includes labor reporting, safety entries, email lists for communication, and tools for contract billing and change orders. This component is essential for ensuring that all aspects of a job are properly coordinated and completed.

💡Ops calendar

The ops calendar is an interactive component of the FCS re-roof module that enables users to view and manage upcoming jobs, those that have been sold but are not yet scheduled, and the duration of each job. It is a drag-and-drop tool that helps in efficiently scheduling jobs, which is a critical aspect of operations management.

💡Production dashboard

The production dashboard is a tool within the FCS re-roof module, specifically designed for superintendents. It provides a comprehensive overview of all jobs within the company, including hot jobs, upcoming jobs, reports, time cards, and the apps calendar. It also shows the backlog, in-progress jobs, and completed jobs, making it a central point for managing and monitoring job status.

💡Timecards

Timecards are a component of the FCS re-roof module where employee information, including titles, pay rates, and work hours, are recorded and stored. This information is crucial for payroll processing and ensuring that employees are compensated accurately. Timecards also provide a permanent record of time worked, which can be exported for payroll purposes.

💡Production app

The production app is a field tool used as part of the FCS re-roof module. It allows users to input information directly from the job site, including photos, comments, and safety information. This data is then sent back to the core system, providing a detailed record of each job's progress and status.

💡Job information

Job information refers to the data related to a specific roofing job, including the start and end dates, assignment details, and progress updates. This information is entered and tracked within the production tab of the FCS re-roof module and is essential for managing and executing the job successfully.

💡Safety entries

Safety entries are records within the FCS re-roof module that document safety-related activities and incidents on the job site. These entries are crucial for maintaining a safe working environment and ensuring compliance with safety regulations. They are part of the workflow tab and are an important aspect of job management.

💡Email lists

Email lists in the context of the FCS re-roof module refer to the groups of people who need to receive operational and job-related communications. These lists are managed within the workflow tab and are used to keep all stakeholders informed about job progress, changes, and other relevant updates.

💡Contract billing

Contract billing is the process of invoicing customers based on the terms of a service contract. Within the FCS re-roof module, this feature is part of the workflow tab and involves generating and managing invoices for roofing jobs. It is a critical component for revenue generation and financial management.

💡Change orders

Change orders are documents that detail modifications to the original scope of work outlined in a contract. In the FCS re-roof module, they are managed within the workflow tab and are essential for adjusting job costs and timelines when changes are requested by the customer.

Highlights

Introduction to the FCS re-roof module, emphasizing its importance in the operations side of FCS.

Overview of the different components within FCS re-roof, highlighting their integration.

Description of the Production tab, which houses all job information including progress, dates, assignments, and project files.

Explanation of the Workflow tab, used for organizing tasks throughout the job duration.

Mention of labor reporting captured throughout the job and safety entries within the production module.

Details on the OPM emails and their recipients, as well as contract billing and change orders.

Introduction to the Ops Calendar, a tool for viewing upcoming jobs, scheduling, and managing job duration.

Feature of the Ops Calendar's drag-and-drop and interactive capabilities for efficient job scheduling.

Description of the Production Dashboard, designed for superintendents to manage all jobs within the company.

Inclusion of hot jobs, up-and-coming jobs, reports, and detail on existing jobs within the Production Dashboard.

Mention of the Timecard Master, where employee information and time records are housed and exported to payroll.

Introduction to the Production App, used in the field to send information such as photos, comments, and safety information back to the core system.

Emphasis on the Production App's role in telling the story of each job that occurs within the company.

The comprehensive nature of FCS re-roof, covering all aspects from job information to field reporting.

The interactive and user-friendly design of the FCS re-roof modules to facilitate efficient operations management.

The integration of safety information within the workflow, emphasizing the importance of safety in operations.

The ability to view and manage the backlog, in-progress, and completed jobs from the Production Dashboard.

The use of the FCS re-roof module to streamline and centralize job management processes.

Transcripts

[Music]

so now that you've completed sales and

service you're ready to hop into the

operations side of FCS which is the FCS

re-roof module once again there are a

lot of different components within FCS

reroute and it's important that you get

a good overview and understanding of

what all of those modules are so that

you can understand how they'll

ultimately all fit together now let's

review the components of FCS re-roof

first we have a production tab the

production tab is located on the

property and is where all of your job

information will be housed at daily

progress the start date the end date who

it's assigned to the hours the project

files as well as all of the entries that

have occurred also we have a tab called

workflow which is where we can organize

all of the different tasks that we need

to complete throughout the duration of

this job within production you'll see

labor reported that has been captured

throughout the job safety which are the

safety entries email lists who these OPM

emails are being sent to contract

billing and change orders will represent

a ia next we have the ops calendar if we

come up to our calendar we can toggle

between sales and operations operations

you'll see the jobs that are up and

coming which are sold but not scheduled

the form and then have jobs and also the

duration of each job this ops calendar

is drag-and-drop and completely

interactive

to maintain to efficiently schedule each

of your jobs the next component is the

production dashboard located within your

tool box click on the FCS contract tool

and you will see that this is designed

for a superintendent the production

dashboard will give the superintendent

everything that they need to manage all

the jobs within your company hot jobs

its up-and-coming jobs to reports and

find detail on existing jobs time cards

and also the apps calendar this is also

where you'll see backlog what's in

progress and what's been completed now

another component to FCS re-roof is time

cards so if we locate timecard master

timecard master is where all of your

employees and their information will be

housed at titles their pay with a report

to etc this is also where all of the

time will be permanently housed at an

exportable to payroll now another

component FCS re-roof is the production

app the production app is to be used in

the field it ultimately sends the

information back to the core such as the

photos comments the safety information

that tells the story of each of the jobs

that occur within your company

[Music]