Re: Week to view diary
Hi All,
Whilst I agree with the tenet that you shouldn't develop more than the client has asked for (Ted's post) .... it appears Ray is pretty much on the money in terms of the direction of the product in question - Frontline (Motor Industry Edition).
The mini-app I posted for everyone to take a look at earlier in this trail was only a snippet of my full app. - enough to show how the diary concept works.
The full version (which is still in development) features thus far .....
Customer details and vehicles
Diary and Job Sheets - which can then be used to seed an invoice
Estimates - which can then be copied forward into ....
Invoices / Pro-Formas - with basic payment and balance tracking
Invoice Drafts (pre-saved definitions of common service jobs such as a 10K service, which can be called up to rapidly fill out an invoice)
Item Categories and Sale Items (this is basically a stock control system -- but without stock control as this client doesn't want it !)
--- It is therefore used as a lookup for individual product and service lines which go to make up an invoice
Invoice / Job History
I'm just in the process of putting together a range of useful reports for my customer, but as Ray suggested it will drive lots of further functionality - job reminder emails, service reminders, proactive marketing etc.
... and the next big step is to write the essentials of an accounts receivable package to handle customer payments, statements etc.
Whew ! I hadn't realised how much was ini there until I just typed it out. It's only taken about 20 hours so far, so I'm quite pleased with it.
If any of you fancies being an informal mentor, I'd greatly appreciate some feedback on the fuller app.
If so, please pop an email to me direct at .... [email protected]
Thanks to all,
Cheers Jem
Hi All,
Whilst I agree with the tenet that you shouldn't develop more than the client has asked for (Ted's post) .... it appears Ray is pretty much on the money in terms of the direction of the product in question - Frontline (Motor Industry Edition).
The mini-app I posted for everyone to take a look at earlier in this trail was only a snippet of my full app. - enough to show how the diary concept works.
The full version (which is still in development) features thus far .....
Customer details and vehicles
Diary and Job Sheets - which can then be used to seed an invoice
Estimates - which can then be copied forward into ....
Invoices / Pro-Formas - with basic payment and balance tracking
Invoice Drafts (pre-saved definitions of common service jobs such as a 10K service, which can be called up to rapidly fill out an invoice)
Item Categories and Sale Items (this is basically a stock control system -- but without stock control as this client doesn't want it !)
--- It is therefore used as a lookup for individual product and service lines which go to make up an invoice
Invoice / Job History
I'm just in the process of putting together a range of useful reports for my customer, but as Ray suggested it will drive lots of further functionality - job reminder emails, service reminders, proactive marketing etc.
... and the next big step is to write the essentials of an accounts receivable package to handle customer payments, statements etc.
Whew ! I hadn't realised how much was ini there until I just typed it out. It's only taken about 20 hours so far, so I'm quite pleased with it.
If any of you fancies being an informal mentor, I'd greatly appreciate some feedback on the fuller app.
If so, please pop an email to me direct at .... [email protected]
Thanks to all,
Cheers Jem
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