You're ready to download the Job Tracking Template core file
and start customizing it for your team.
This video will walk you through how the core file works,
so you know what it does and can decide what you might want to add to it.
The core file is optimized for desktop users,
but you can extend it to suit iPad, iPhone and web users, too.
You can add more functionality on your own,
or you can follow step-by-step instructions to add template build-ons.
If you're brand new to FileMaker, you may want to follow the build tutorial
before doing your own development on this file.
This is an app designed to track five things:
your staff, your clients, the jobs you do for those clients,
the tasks your staff need to complete in order to do the jobs,
and the time they log on each task.
You can personalize it quickly here in the settings area
by adding your own logo and app name.
The app comes with sample data, so you can see what it looks like in use.
When you're ready to use it with your own data,
you can clear out that sample data with this button.
Generally, when you first navigate to an area, either from the dashboard
or from this side menu, you first see a list view.
The list is sorted, either by name, or, for jobs,
it's sorted first by the job status, then by name.
You can create a new record from any list view,
or just click on an existing row to see the detail for that record.
From the Detail view, you can still see the list of other records
if you want to hop to another one quickly.
The Detail layouts are set up so you first see the general information for a record,
and as you click through the other tabs, you'll see portals to related data.
From each tab, you can add more data, like assigning another staff person to the job,
or adding a new task.
You may see the same information in a couple of places.
The client for this job is listed as the header,
and also in this Edit box.
Assign the job to a different client in the Edit box,
or just navigate to that client's record by clicking the blue link in the header.
To go back, you can see the client's jobs in the Jobs tab.
Click the job to see its details again.
Similarly, you can see the details for a staff member or a task by clicking on it.
Time Entries are a little different.
They don't have their own Detail view,
because there isn't much information for each one.
If you click a time entry, you'll see it in a card window
that controls some validation.
For example, the start time should be before the end time.
You may want to add your own business rules and validations
to the time entry routine, if you have them.
Click Close to exit this screen.
Across the top of the app you'll see the standard FileMaker controls.
Your users can do most of what they’ll need to do just from the screens,
but they'll use these controls to do additional searches or sorts,
or to delete a record.
This might be one of the areas you choose to customize.
If you want to have tighter control over what users can do,
you can change these standard controls by using custom menus.
You could also hide the toolbar,
and create buttons to give users just the functionality you want them to have.
With the FileMaker platform, you can customize this template however you like.
Dig in and make your own customizations, or choose the build-ons your team needs,
and follow those tutorials to build new features step by step.