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I need someone to ask the right questions...
We are a small-medium roofing company, headquartered in Orlando, looking for someone local to do: a VERY user-friendly database that holds all project status info from lead to paid job. It will assign sequential lead numbers, lead sheet creation, hold all info about the leads, allow salesmen, accounting, production and operation to all provide their input as the lead converts from pending to project to A/R. Must create initial inquiries and reports such as leads and $$ quoted within a date range by select salesperson or by whole team, comparison reporting year to year, total leads/$$ by project status (quoted, signed, wip, job complete, awaiting payment)... Must allow different access to different users and basic training needed for table updates such as new employees, new clients, etc.
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