Problem:
Started out as an issue of how better to keep track of information about jobs.
Solution:
We built them an Access database which quickly grew from keeping track of basic job information to handling almost all aspects of their business:
– job information
– contracts
– change orders
– commission sheets
– work orders
– purchase orders
– tracking expenses
– repairs
– bidding jobs
– crm activities (meetings, phone calls etc…)
– reporting/analytics
– integration with Quickbooks
Note: All reports that go out to clients can be printed, emailed or electronically emailed using docusign (so that client can approve, initial and sign in appropriate places).
Technologies Involved: Microsoft Access, Quickbooks Integration, Docushare Integration, Hosting by RPT Software
