Project Management

Collect and store all relevant project/job related data in one place, including all relevant contact data, as well as an historical record of events. The data entered and stored in the project/job file will be used to create valuable reports for analyzing every aspect of your business. If your worksheets, estimates, invoices, purchase orders, job related notes, photos and electronic data files are scattered throughout the workplace or are difficult to find, you’ll appreciate finally being able to access every piece of job and project related documentation from one convenient place. With our project file management system, you can access any electronic data file from any program, you can store and retrieve spreadsheet files, word documents, PDF’s, photos, scanned images, and connect directly to files in other applications without leaving the program, or the job you are working on. Estam8 has provided a utility for you to develop and store a call back schedule. The schedule, is a conveniently placed list which is readily available at all times. The MPS Notifier uses a color coded system to alert the user to any events that may have been scheduled with or relative to the project.

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The Customer form stores contact information for each “Business” client, whose data will be distributed throughout the program as needed. All jobs will be linked to their respective Customers.

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The Customer form includes two sub-screens (pictured above). One which serves as the link toward pricing and the other, to store additional customer contacts.

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The Customer form also serves as a protocol which provides a method to identify, store and link “Retail” clients , whose data will be distributed throughout the program as needed. All Retail related job records will be linked to this customer.

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The Vendor form  stores contact information for your vendors and links them to products.

Contact Management is an important part of any business. Estam8 organizes the data in easy to access forms, which are accessible at any time. Estam8’s Contact Management system is not just names, addresses and phone numbers. It is a communication device as well. Both the Customer and Project forms permit the user to store valuable private “notes” relative to the Customer or Project that others in the organization will find useful. As an added bonus, the “Call Back” feature populates our two Activity Prioritization components to advise the users of upcoming events.