Sure any time, I like bouncing ideas back and forth it makes for better Solutions using multiple viewpoints.
What is your initial goal you want to accomplish with software?
Thanks, much appreciated!
So my initial goal is/was:
-Create internal order form that is easily editable and doesn't require a bunch of manual steps.
-Create digital job board to store all orders w/ status and due dates etc
-Create digital schedule for daily tasks and tracking project progress
Bonus/next goals are:
-Create CRM/database for all customer info
-Create Estimating system
-Create a home to store and organize internal documents, systems, SOP's, training related document etc.
-Create Inventory management system
So far I've been able to create a rough version of my first three goals within one "app" in both Jestor and Stackby (yes, I'm already moving on to something else).
Jestor is visually a bit more polished but has lots of bugs (simple yet essential things like being able to move Kanban cards up and down - should be a no-brainer to have this option). I mistakenly didn't purchase the highest level of license (App Dev) so I'm kinda stuck there. Not upgrading to a monthly subscription as that defeats the whole purpose of lifetime membership, which lead me to Stackby.
Also available for lifetime deal on AppSumo if anyone feels like checking it out:
https://appsumo.com/products/stackby/
Stackby isn't super pretty, and a bit confusing at first, but I think it has potential. It also has the option, with "page designer", to essentially create a printable docket that pulls all the data from your table.
So workflow would be:
1. Open order form, enter all relevant data for the new project. This then automatically gets entered to the grid (digital job board), Kanban boards (schedule, by status and/or which day of the week it's assigned to).
2. Print job docket, goes into clear sleeve and follows the job around the shop
3. Status gets updated as it progresses using update forms or editing status manually
4. When job is completed, user makes relevant notes, updates completed/shipped date and method and
job card gets archived*
5. Order is invoiced in QB and submitted to customer A/P (no change there)
I still need to think about/look into what happens when the job is completed/archived. One of the main motivations behind all this is that our current system has several redundant steps and once a job is completed and invoiced, it just gets deleted off the board. We obviously have records in Quickbooks with the estimate and invoice, and some variation of a order docket/order form saved along with notes, but it's spread across too many apps and locations.
I think if we could find a way to attach all relevant documents (invoice, notes, pictures etc) to the job card before archiving, it would make referring back to it much easier as well as duplicating/repeating orders.
What I'm starting to realize, is that whatever I'm working on now will likely just be a stepping stone and that ultimately I will have to create/have created a standalone app built from scratch. I always seem to be stuck between off the shelf solutions that don't have the level of customization that I want, and needing to have something built 100% custom. (Which we can't really afford right now, otherwise I'd just go that route)
Whew, that turned into a bit of a rant. More to follow later after I get a chance to tinker with Stackby some more.