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Software searching

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  • 07-09-2017 10:14pm
    #1
    carbon635
    Registered Users Posts: 3 ✭


    Hi All
    I'm looking for a software of some kind to help with work. I'm looking to store customer details, equipment and site details like a database so if I do a job for a customer or on a site I can click in and report on a template I made any work or jobs carried out so when it's complete I can check back, edit, change and then send to the customer. I have made templates for certain jobs on word and excel so I'd like to be able to upload these to the software or whatever so I can fill in and save for the future. I haven't a big budget so something open source or one time payment. Not viable to pay monthly subscription.
    Cheers


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    #2
    jimmycrackcorm
    Registered Users Posts: 14,331 ✭✭✭✭jimmycrackcorm


    Have you looked at any of the free open source CRM systems. SuiteCrm for example and simply set up the relationship entities you want to track i.e. customer - equipment - site - job etc.


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    #3
    carbon635
    Registered Users Posts: 3 ✭carbon635


    I tried suitecrm but it doesn't work on Mac, Tried another but I'm not to good at that kinda stuff so I couldn't figure out if I could use my template or not and looked more like it was designed for sales than service


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    #4
    Esel
    Registered Users Posts: 22,050 ✭✭✭✭Esel


    MS-Access ?

    Not your ornery onager



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    #5
    carbon635
    Registered Users Posts: 3 ✭carbon635


    Esel wrote: »
    MS-Access ?

    Don't know much about it but I'll have a look. Cheers


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