I need an access database (that I can then trfr to sharepoint after completion) that can:
1. Track client data.
2. Track Contact data and where Contacts can be assigned roles within the claim, for example a contact can be assigned "insured" role in one claim, but a "referral" role in another.
3. Track work order data. based on several data points. It must generate custom file numbers (not necessarily the record ID). the work order list should point to the client it belongs too, the contacts involved, and also track who inspected it and who wrote the estimate. It also needs to track mileage for the assignment and who's mileage that is. Thecost of the workorder should be extracted from a master list, but I should also be ale to overwrite on the live environment.
4. Invoices generate and track. Invoices should be assigned on a 1-1 or 1 - many bassis to work orders. We should also be able to track and invoice submission.
5 A/R functions. At least basic ones for now. when paid, how much paid, what is owed, client credit limit, available credit.
6 Email notification as the project progresses to the client, automatic calendaring to outlook, when database dates are updated. Daily Email diary to parties.
7. This database will eventually be incorporated with a credit card payment basket, I prefer if the developer knows how to do this, so that once we are ready to deploy, we can easily link the two, without having to bring in a new developer. The database will also eventually be expanded to perform full accounting and reporting, but not now.
8. Database should allow for each Client to be able to log in thru web portal or app, and view the open claims assigned to them. For example, we want the client to be able to log in, view our public notes, read letters associated and download/upload attachments.
Please provide a budget and estimated timeframe of completion.
23 freelance font une offre moyenne de $681 pour ce travail
Hi,Its just the beginning of our long term professional relationship,so let’s connect now :) I have gone through your requirement and understand that your business is unique and Drupaltonic has always built websites Plus
Hi I work towards providing reliable, relevant and robust IT solutions at most competitive prices to my customers. I ensure 100% customer satisfaction so lets start Thanks
Hello 1) I do recommend Magento, Woocommerce and Prestashop to my clients because these are the tested platforms and best for eCommerce application - Magento for complex and huge cataloging - Prestashop for medi Plus
Hello I'm interesting your project very well I'm a Good C++, Ruby, OpenCV, Math, Jave, Algorithm expert. I m quite well experienced in these jobs. Let's go ahead with me I want to service for you continously. Plus
Dear Employer, Greetings from fortranPRO. I have worked on similar projects to what you are looking for, and I am confident that I can exceed your expectations. I have attached samples of work very similar to wh Plus
Hello sir, I have reviewed your requirement and after understanding it well excited to work with you on your awesome concept.I would really love to speak with you further regarding this project, so kindly come in pm Plus
I have 6+ years experience and I have done more then 50+ projects in my [login to view URL] note I am full feldged developers and work for 17 hours in a day.I am ready to start the project kindly open the private message box Plus
Hello ! We want to discuss about your project as we have experience in it. What Differentiates us from the other freelancers : # Experience of more than 5 years in Unity 3D, Xcode, CoCoa 2d, Phonegap and major Plus
I want to discuss this project with you further, let me know the best suitable time for you to schedule the meeting, Feel free to message me at any time, i used to be online 14 hrs in a day on this website so probably Plus
Hello, Greetings from Shopify We have recently completed the similar project and would like to show you a live demo which is similar to your project . I would like to discuss your project in more details so during Plus
Hi, my name is Mike, I’m based in Oxford, UK. Your project description sounds interesting to me and I do have skills & experience that are required to complete it to a high standard. I can show you some examples of my Plus
Hello Sir, Hope you are fine there. We are having good experience with CorePHP projects and the reason we came across here to give the best output to your project with supreme quality. We have develope Plus
Hi there, I've read your project description and I am confident enough that I can handle this project according to your expectations. I have done similar projects before and I want to take over this project as well. If Plus
Hi Estimar, I am competitive to this kind of task, can take good care of this project. In fact, I already done related to this job before. Let me know the best of your time so we can discuss further based on your requ Plus
Hi, I am interested in your job and ready to start your work. i will design your project as u design your database skype: jawad2gull Thanks, jawad
Hey, how is it going today? My name is Michael, I'm a web designer/developer from Boston. I've had a look at your project description and feel that my skills match your requirements perfectly. In fact, I did a very sim Plus
Hello, Hope you are doing great. I have reviewed your job description deeply and very confident to handle this project perfectly. I'm a professional in website development (PHP, Codeignitor, CRM, Wordpress, Joomla, Plus