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Job Management


This client a Carpet & Flooring installation business, had searched for years for the right solution to their job management requirements. Most of the solutions available were based on financial accounting systems with restrictive processes that did not work for process they wanted to use for the management of jobs

The key for this client was simplicity and a focus on the job management components of the process without any restrictions that a financial accounting system requires to ensure the "ledger" balances.


This project started as a standalone Excel spreadsheet delivering job management that then become a multi-user system with an Excel front-end backed by a SQL Database. The client wanted the look & feel of Excel but with the data sharing that a SQL Database provides.

XLAutomation designed a solution that presents data in an Excel friendly format while using a SQL Database to store the data. This allows multiple users to access the same data at the same time and SQL transactions ensure that data integrity is maintained.

The key functions delivered in this job management solution were
- Quoting
- Estimate & Costing Sheets
- Materials & Labour lists
- Purchase Orders
- Work Orders
- Deliveries
- Variations
- Invoicing
- Warehouse
- Files & Correspondence


For the client the ability to share data amongst the team deliver


Video Demo

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