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hoghunter
10-15-2003, 09:11 PM
Can you build a matrix that would allow you to build 42 week schedule or even a 38 week schedule? If this is not the way it works how do you build a standard 42 or 38 week schedule that will allow you to have all of this classification clients in.

I can't really seem to figure out the way the matrix module works.

Gopher Tech
10-16-2003, 02:04 PM
Hi Hoghunter,

To learn how to create a new matrix please visit this page (http://www.gophersoftware.com/training_index.cgi?ref=null&page=training_matrix).

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.
http://www.gophersoftware.com/images/matrix_main.jpg

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. http://www.gophersoftware.com/images/matrix_complete.jpg

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.
http://www.gophersoftware.com/images/matrix_click.jpg

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.

"how do you build a standard 42 or 38 week schedule?"
Can you make a new custom schedule entry in the schedule page and set the start and finish dates to equal 38 or 42 weeks?