Thank you for taking the time to read.
We would like to build a program that can consolidate a few excel spreadsheets we have to keep track of jobs.
The spreadsheets are both standard data entry sheets to keep track of jobs. Others are job specific and utilise formulas to generate a document for client viewing.
The program should be able to do the following:
- Lodge on a new job address and allocate a client/owner.
- Input all information we normally include in our spreadsheets
- Ability to add notes to each job.
- Generate a summary of jobs based on the client/owner. This should include notes with dates.
- Have a library of template emails that can be automatically populated with information based on specifics for a job.
- Have a library of clients with contact information and client specific notes to address documents to.
- Part of our work is to assess a job based upon certain regulations. If there is an issue with a regulation we would like that to be noted on the client letter.
- Not required, but would be beneficial - Ability to drag and drop emails into each job for storage and back up purposes
Larger specification sheet can be viewed by shortlisted applicants, thank you for your time.
48 freelancers are bidding on average $1121 for this job
Hi there My name is Carlos and I'm an expert in .Net and sql server. I have been working in software developement for the last 20 years. I have many experience in desktop and web development. Regards