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
Bu iş için 19 freelancer ortalamada $168 teklif veriyor
Hello sir/ma, I'm interested in taking this task up for you. I'm a professional and also have good command over MS Excel especially pivot table, charts, advanced formulas, formatting, Excel VBA, R Programming Language Daha Fazla
Hi Hope you are doing good, I can perfectly help you with that. I am a professional Excel expert holding 7 years of experience in utilizing advance level tools and functions of Google sheets & Excel (including VBA an Daha Fazla
Greetings I have advanced knowledge of Microsoft Excel and I can help you complete this work. I am at your disposal for further clarification
Hi, I read your project carefully and ready to work on it. I am waiting for details to start working on it. Hope to hire from you soon to discuss the details. Best greetings
Hi, I'm an Excel VBA expert, gradute as process engineer. would be ready to assist in this mission related to VBA EXCEL. Looking forward to assisting you. Best regards. Yassine.