I am looking for a recommendation for a software program that will universally organize, optimize, and connect all operations in my business.
We are a small custom cabinet shop with about 10-20 associates depending the year/workload. Operations include Prospecting, Sales, Design, Field Planning, Drafting, Shop Operations, Finishing, Assembly, Packaging, Shipping, Installation, Service, and more.
We do a lot of things manually. Even areas where we do embrace technology, we always keep the old way intact as back up.
We use a lot of forms. We have zerox copies and computerized copies of all these forms, but they are not linked.
Prospect Information Sheets
Credit Card Authorization Forms
Job Measure Order
Shop Drawing sheets
Project Management Forms
Door order form
Drawer order form
And on, and on, and on,
What got me thinking its time for a change is when I found that someone, usually me, is writing, or typing each customers name, address, phone, email, etc on the heading of everyone of these forms, every job. Besides the heading, each of these forms have repeating information that is being written, and rewritten over and over. And, usually only one copy of each in the file.
What If, I had a computer program that will universalized all these forms and allow for real-time editing of each field and multi user access from any computer terminal and/or smartphone. That is what I need!!!!
Which of you Big-Brained Cabinet-Effecieny Masters can teach me how to make this happen without breaking the bank?
Is it an App, a Website, a Spreadsheet, Something else??? What do I need? Where do I go?
Thanks in advance for your help.
I'm not big brained, but I did this for my dad's company and built a business doing it for other shops. Hope it doesn't sound like a sales pitch, because almost everything we do is free, but if you think we can help, check out our web site.
A dirt simple way of filling in customer information on all sorts of forms, paper or electronic is to use linking in a word processor like Word. A data base will allow a lot more options. We use MS Access. We also have a relatively expensive business program that is overly complicated to use and cost more than it is worth.
Kind of what Larry said. A number of CRM packages integrate with Word type documents and auto-fill the indicated areas from the active contact. Some automatically archive the generated document in the contact's history.
Take a look at ST-Mate.com Estimating Solutions for Today's Woodwork Professional. This starts you off on the right foot and keeps your office, project managers, production department, installers informed in every department. See the scheduling tutorial and check out the 3 -5minute videos to get a good idea of what st-mate can do for you.
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