Customer Management excel spreadsheet with form and reports
$30-250 USD
W trakcie realizacji
Opublikowano ponad 13 lat temu
$30-250 USD
Płatne przy odbiorze
Customer Management excel spreadsheet with form and reports by category:
1st page is a form
Capture Customer Details
Fields:
Name (textbox)
Phone Number (textbox)
Email (textbox)
How did you hear about us (textbox)
Unit Size : drop down list - entered on another page (page 6)
Location - (textbox)
Date of Occupation - Date Picker
Require Transport - From Where (textbox)- To Where (textbox)
Tick Box - invoice or quote
Date to follow up - calendar date picker
Customer Search Box
by name or invoice number
__________________________
Page 2 is customer list
tick box next to customer name
field (Paid or unpaid)
if paid - then enter date of payment
if paid then enter date of occupation
if quote then option to convert quote to invoice
option - customer is not taking unit (tickbox) - if ticked then -> enter Reason - keep customer in database but remove from outstanding quotes and invoices list
Page 3 display outstanding quotes and invoices list with dates and customer names and quote or invoice number
Page 4 - follow up Calendar
Add Customers in their follow up date on calendar
Page 5 - Reports page -
total outstanding invoices and quotes list -
areas by popularity
unit sizes by popularity
graphs to show a selected months amount of bookings and area