Application request
Advanced Project Management
We have an Advanced Project Management application that does the following with more information found at this link.  This is a robust application that can be adapted to most project and task oriented businesses that also need to be tied to an accounting program such as QuickBooks.

Please see this link for more detail.  A quick summary is below.  

https://www.quickbase.com/db/be52pssnb?a=q&qid=1

Should you have questions or need more information click here:
https://www.quickbase.com/db/be52s6ysx?a=GenNewRecord


(1) Maintains Customers, Vendors, Employees and CRM.
(2) Sales Estimates, Invoices, PO's, WO's.
(3) All Project Management Details.
(4) Automatic Communications to and from all parties involved with email and text message notifications.
(5) Manages A/R and sends A/P data to QuickBooks via PO's.
(6) Customized Views per Role with integrated roles for Customers, Suppliers, Vendors, Technicians and Employees.
(7) Commission tracking and payout. 
(8) Subcontractor labor payout.
(9) Optional automatic delivery of invoices, workorders and purchase orders for complete integration.
Many other features are included with more to be added.

In addition to all of these great features this application also synchronizes other vital data into the QuickBooks accounting program.  The end result is an extreme amount of control and flexibility while allowing the company's estimating processes to be tailored to their needs and processes thereby eliminating many common mistakes (often made by new employees) while significantly leveraging the advanced features of QuickBase and greatly improving job management and many other accounting functions bringing the best of all these worlds together.  

Best of all this application can be customized to a multitude of businesses.  So why are we bringing this to you here?  Bringing applications like this to QuickBase is new to us and so we are trying to solicit votes to see if this would be a desirable application by others so please vote on this if you are interested and/or email Eric Oler at ericoler@austin.rr.com  Thank you.

UPDATE 4/21/09:

Please contact Eric Oler for further information at 512-844-6000.  Thank you.
Project Management
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Created on July  7, 2007 at  5:14 AM (PDT). Last updated by Oler, Eric on Sept. 23, 2010 at  8:09 AM (PDT). Owned by Oler, Eric.
Eric Oler
Eric Oler
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When you bring additional fields into a conversion, Quickbase often finds inconsistencies. For example, say you're converting your Companies column into its own table. One company, Acme Corporation, has offices in New York, Dallas and Portland. So, when you add the City column to the conversion, Quickbase finds three different locations for Acme. A single value in the column you're converting can only match one value in any additional field. Quickbase needs you to clean up the extra cities before it can create your new table. To do so, you have one of two choices:

  • If you want to create three separate Acme records (Acme-New York, Acme-Dallas and Acme-Portland) click the Conform link at the top of the column.
  • If the dissimilar entries are mistakes (say Acme only has one office in New York and the other locations are data-entry errors) go back into your table and correct the inconsistencies—in this case, changing all locations to New York. Then try the conversion again.

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