Hello, I am looking for someone to create a couple access 2016 databases for my company to help stay organized and follow up with customers.
The Main Access project is for Sales and Invoicing. I need to create a form that inputs basic customer info and the date we send out a quote. There would need to be a query so we can quickly search and send a follow up if we do not get a response. If the job sells I would like to have the info transfer to an Install database and track progress of the project. If we are told they are not proceeding or we get no response in 45 days their info would have to get transferred to a non install database
Once the project is complete we would need to make sure the appropriate documents were sent to the customer and the job was invoiced. I would like to have multiple query to see if anything was missed.
I also want to create a Service Call application that would help schedule, track progress, and help invoice customer. Also this would help with warranty issues, attempt to reduce repeat service, and help with quick service times
Lastly I have a very basic Recurring Billing Access database, i use now and love. I would like to integrate all these together and have them share all necessary info if possible
I personally havent used Access much since 2003 and this is just above my head. I would really like to talk to a someone proficient in Access 2016 to discuss the best way to do this, the different features available and easiest way to operate it. I have office 365 E3 and would like to host on sharepoint for the remote access and possible allow for customer to fill out forms at some point.
I understand there is time involved to discuss and design with me on top of the programming and setup time. I want to build this right the first time and take advantage of all the cool features Access has available