We are looking for someone to write a database that will be used as a small to medium sized service business management system. The successful applicant needs to be fluent with English and experienced in developing multi-platform software as we envisage marketing for the Windows/MAC/Linux environment. A willingness to communicate openly and regularly with us as the project is developed and be happy shaping this software package with an end user focus.
Attached is a partially developed Access model of the concept we have in mind to give an idea of the type of detail we envisage.
Stage 1 of the project would provide a Windows 98 to XP Home/Pro (Including XP SP2) service business management package that generally includes the following:
·Client database, with all the following fields: Client ID (Configurable), Client Name, Postal Address, Physical Address, Multiple phone and fax numbers, email addresses, web URL, notes, history, Account type, Payment options, Analysis Group, Communication Log time stamped automatically, Invoices to be emailed option, Statements to be emailed option, multiple Follow-up reminders with email option, searchable by various fields.
·Client's Item database (vehicle, equipment, assets etc) to be linked to the client and able to be transferred to a new client if sold: Item ID (Configurable), Description, Make/Brand, Model, multiple serial numbers (Configurable depending on industry type), year of production, year sold, Odometer/Hour reading, history, notes, multiply Follow-up Reminders, the ability to associate a photo to the file, searchable by various fields.
·Job cards (The focal full screen work area), an automated ID number is assigned which will carry through to the corresponding Invoice number, where Client & Item information is loaded, a work type category is loaded, Notes from both client and item can be accessed, work start and end dates, Technicians assigned to job/work, Text insertion (also text able to be loaded from a preconfigured text library), Insertion of multiple Technician Time, Insertion of Stock items (parts), Creation and insertion of multiple Purchase Orders from a supplier/vendor, Insertion of a preconfigured quote, Insertion of a preconfigured job kit listing a preset list of parts and time, Pop-up window showing the net margin stock items/parts, purchased orders and totals, Prices will be shown with Sales Tax also shown. Finally a button converting the Job Card into an Invoice while a record of the Job Card is permanently stored. A Receipt button needs to be present in the Job Card Screen for progressive payments of work.
·Invoicing (Full Screen), recorded separately from the Job Card but with matching/linked ID numbering. All data (Except technician instructional text) from the Job Card is carried over into the Invoice area where Client related text can be inserted including text from a preconfigured text library. A configurable Discount option needs to be available as well as a Net margin pop-up window as in the Job Card screen. The ability to split the invoice up to 4 ways, e.g. 4 different clients able to share payment of the Invoice. Split Invoicing needs to be fully configurable including splitting individual items and Technicians Labour. The ability to print a Pro-forma Invoice. The ability to memorize this particular Invoice for future automated Invoicing. Option of emailing Invoice or Printing Invoice. Finally to Save/Record Invoice and close off the Job. Invoices need to be able to be reopened in the future for required alterations/additions etc. Invoice pricing needs to show Sales Tax. Invoicing to be generated either including or excluding sales tax, selectable by the user.
·Record a printable receipt of payment against a client and/or Invoice.
·Print a Banking Supplement (Deposit form) of the receipted monies, must be configurable according to the different types of payment received.
·Produce a Statement of Clients Accounts, Fully configurable.
·A net margin percentage fields needs to be able to be viewed on Job Cards, Invoices, Purchase Orders and Stock Control
·Supplier database with purchase history
·Purchase order control, able to be accessed from within the Job Card as well as independently. Purchase orders need to have individual items assigned to either a Job Card or as a Company expense.
·Stock control with auto reordering to predefined levels with sales history the 4 levels of sales price structure, e.g. Retail, Discount 1, Discount 2 etc
·Employee Time Chargeable to Job/Invoices. Must be configurable with multiply charge rates able to be configured by the user
·Client and Client Item follow-up Reminders, requires multiple reminders to be automatically actioned from a report
·A Text Library of predefined employee instructions and predefined Invoice stories able to be accessed and altered/added to by the user. All Text areas must Spell Check enabled.
·Able to run multiple Company Bank Accounts.
·Produce comprehensive Configurable Reporting of all system activities, sales, Technician productivity etc
·Sales Tax enabled on all forms, able to be preconfigured by the user for any country and/or sales tax type and rate, e.g. VAT, GST and percentage variable etc
·Sales Tax reports, user to be able to configure the date periods of reports
·Multiple Printer enabled, e.g. Job Cards to printer 1, Invoices to printer 2, Reminders to printer 3 etc.
·All documents must be able to be E-mailed as well as printed
·All documents must have a “Notes” window enabled which is Date/Time stamped automatically and linked to both the document it was made in as well and to the client
·Network enabled for multi-users
·Configuration Company Information to be done from a password protected Management screen
·Able to run multiply businesses from the one software package
·Have a professional appearance for the front-end GUI able to be run on an 800 x 600 dpi upwards monitor with auto resizing
·Built-in backup utility
·Provision for Help files to be accessed from any screen. The programmer would not be required to write the help files but must make it accessible for us to create and insert help files.
·Provision for future upgrades and module add-ons without data loss.
·An executable installation package for the end user
Focus of the Stage 1 Package:
·A professional looking, easy to use system with Cut & Paste ability on all fields
·All Client, Client Items, Stock, Suppliers, Purchase orders, History, Reminders, Text Library must be accessible from the Job Card Screen
·We envisage the Job Card Screen being the centre most part of the package that will act as the access hub to all tables in the system.
·A Software package that preferably will run independent of the Windows Registry, thus be able to be transferred to another computer by simply coping the program folder.
Stage 2 of the project would provide a Windows 98 to XP Home/Pro Cashbook Add-on for the Stage 1 package.
Stage 3 of the project would provide MAC and Linux versions of the above 2 software packages.