"It's all in my head"

Chapter 1 of 7 from the guide "Turn Your Shop Into a Business That Can Run Without You"

You know where every job is.

Which kitchen is waiting on doors. What the Millers changed last Tuesday. Why the Henderson built-ins can't ship until the hinges show up.

Nobody else does.

That's not a compliment. That's a problem.

Because every one of those things has to pass through you. Every question walks across the shop floor to find you. Every decision waits until you're off the phone.

Here's the shift.

Get out of the middle.

Make it so everyone knows what needs to happen. So they have what they need to make it happen. So they own their part.

And it doesn't have to go through you.

How you can get there

Take a pad of paper. Draw four columns. Schedule, Build, Finish, Install.

Now write every job in the column it's in. Every one. The one that's almost done. The one that's been sitting in design for a month. The one somebody keeps meaning to call about.

Put a due date under each.

A sketch on a yellow legal pad titled Every job in the shop, with four columns (Schedule, Build, Finish, Install) and seven jobs written in boxes, each with a due date
Every active job, on one page

Look at it. That's the start. All of your active jobs on one page, where they are and when they're due, out of your head.

Pin it to the wall and you've already solved half the problem. The crew can see it. The office can see it. You can see it without thinking.

The only trouble is paper doesn't move. When a job goes from Build to Finish, somebody has to cross it out and rewrite it. When you're across town, the list is still at the shop.

The Maestro way

Same board. Same jobs. Maybe a few more columns. Plus other boards to see your sales pipeline, but basically the same concept.

The Production Workflow Board in Cabinetshop Maestro, with the same jobs as the sketch in columns for Schedule/Order, Build, Assemble, Finish, Install, and Punchlist, each job card showing its tasks and due date
The Production Workflow Board

Except the crew can see their jobs and their tasks on their phones.

When tasks are completed and a job moves, everyone's copy moves. Everyone is in sync.

And every job opens into a folder with its rooms, details, drawings, and tasks, so the board is just the top of it.

Workflow boards

The result

Whether you use your pad of paper or Maestro, you have a clearer picture of what's happening across the shop.

Questions about where jobs are become easier to answer. Fewer headaches, and more gets done.

The information is available to the people who need it, when they need it. Not just to you.

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Next: "I lose sleep over things we might be forgetting"

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