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I need to improve on my existing excel estimating solution

I have created an Excel workbook that connects to an Access DB. It pulls the labor and material and other information. The sales agent will review the plans and determine the SOW for the job and preselect the material for the estimator. After the estimator completes the takeoff and enters the quantities it will automatically calculate the labor and material cost, then add any taxes, commissions, markup etc. to determine a total job cost.

This should automatically create a material list and proposal to send to the customer. My office manager will manually enter the material list into QuickBooks and email to our supplier.

Phase I

- review existing spreadsheet and offer suggestions for improvement

- offer suggestions to make it more user friendly. I need this to walk them through the process and reduce the possibility for errors.

- I would like it to be as close to data entry as possible so it's easy for my sales agents to use and/or I can hire a low level person to complete the estimates. ie. walk them through the process of plan review and creating a SOW

- complete the material list and proposal portion

Phase II

- QuickBooks integration

- Add macros to automate certain processes ie. saving as PDF and emailing to the customer

- Save jobs with proposals and material lists for future use. We have customers who do the same job multiple times.

Phase III

- integration with CRM and Project Management software

- determine it should be web based

- Possible full VBA app.

I am open to suggestions

Evner: Excel, Microsoft Access, Excel VBA

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Om arbejdsgiveren:
( 0 bedømmelser ) Romania

Projekt ID: #30975185

19 freelancere byder i gennemsnit $168 timen for dette job

(244 bedømmelser)
8.1
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8.3
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6.0
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5.7
merinsinha

Senior Excel VBA Expert. As 9+ years experiences in these field. I can give good quality work. I have read the guidelines of your work.I believe that i can provide you the best quality works you are anticipating from Flere

$200 USD in 5 dage
(105 bedømmelser)
5.3
(29 bedømmelser)
4.9
olaideejiwole

Hello sir/ma, I'm interested in taking this task up for you. I'm a professional and also have good command over MS Excel especially pivot table, charts, advanced formulas, formatting, Excel VBA, R Programming Language Flere

$30 USD på 1 dag
(8 bedømmelser)
4.2
hayteekeys

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$60 USD in 2 dage
(10 bedømmelser)
4.3
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4.0
arunkumar9896

Hi Hope you are doing good, I can perfectly help you with that. I am a professional Excel expert holding 7 years of experience in utilizing advance level tools and functions of Google sheets & Excel (including VBA an Flere

$60 USD på 1 dag
(11 bedømmelser)
3.5
agupta2812

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$250 USD in 7 dage
(5 bedømmelser)
3.0
nubelo_Mf0KHTSQ

Greetings I have advanced knowledge of Microsoft Excel and I can help you complete this work. I am at your disposal for further clarification

$118 USD in 7 dage
(2 bedømmelser)
2.7
Blackeagle8

Hi, Greetings! ✅Checked your project details: Improve Excel file ✅Completed Time: 72 hours or your required deadline. Kindly, I work on many projects like your request, I can send you many samples of my work in Exce Flere

$83 USD in 2 dage
(6 bedømmelser)
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nibeditad007

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1.2
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Pandi2312

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$100 USD in 3 dage
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MIKDWS

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PROFMQS

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macieksnow

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