I have created an Excel workbook that connects to an Access DB. It pulls the labor and material and other information. The sales agent will review the plans and determine the SOW for the job and preselect the material for the estimator. After the estimator completes the takeoff and enters the quantities it will automatically calculate the labor and material cost, then add any taxes, commissions, markup etc. to determine a total job cost.
This should automatically create a material list and proposal to send to the customer. My office manager will manually enter the material list into QuickBooks and email to our supplier.
- review existing spreadsheet and offer suggestions for improvement
- offer suggestions to make it more user friendly. I need this to walk them through the process and reduce the possibility for errors.
- I would like it to be as close to data entry as possible so it's easy for my sales agents to use and/or I can hire a low level person to complete the estimates. ie. walk them through the process of plan review and creating a SOW
- complete the material list and proposal portion
- QuickBooks integration
- Add macros to automate certain processes ie. saving as PDF and emailing to the customer
- Save jobs with proposals and material lists for future use. We have customers who do the same job multiple times.
- integration with CRM and Project Management software
- determine it should be web based
- Possible full VBA app.
I am open to suggestions
19 freelances font une offre moyenne de 168 $ pour ce travail
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Hi, Greetings! ✅Checked your project details: Improve Excel file ✅Completed Time: 72 hours or your required deadline. Kindly, I work on many projects like your request, I can send you many samples of my work in Exce Plus
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Sounds similar to one of the projects i recently did : A sourcing tool for purchasing dept, that was integrated with a mysql database, generated pdfs, ppt presentations and approval request emails along the way. Will Plus