The database solution included simple addition of new customers without creating irrelevant information for existing customers. For example: Entering "Billy's BBQ" and then adding "Billy's" to the customer list would create a repetition for clients. We implemented a fail safe process which eliminated problems like this with other types of databases. We also integrated Google Maps into the database so that the firm could keep track of job logistics when sending their field technicians out to service equipment. The database also included inventory tracking to keep up with all items currently in use as well as the technician responsible for the equipment.
In addition to building the database solution, we worked closely with external Filemaker Consultants to integrate the database into Quickbooks using a specialized protocol. This additional consulting created a solution which eliminated double entry of data from the database to Quickbooks. With one touch publishing implemented, the business only had to review the information before it was published into their accounting software and invoices were billed out to clients.
The new system we built for our clients made managing their business easier. The Filemaker solution enabled our clients to easily track employees, account for equipment, handle logistics, and eliminated the need for double entry for the accounts receivable portion for their business. Now with our solution, our client can do all of this from their iPhones. To find out how we can help your business contact us today.
