We are a medium sized yacht services firm (www.myachtservices.net). We are looking to improve our job planning, scheduling, management and reporting capability by composing a custom web based database and implementing its use across our operation. We have 5 administrative staff, one service manager and 10 field service technicians. Each person would need log in capability with varying permissions. We need to be able to enter/log and then track/report on inventory materials used (full inventory management system of job related consumable products such as sealants, fasteners, paints, solvents, small tools/bits/blades, etc., no retail or POS functionality), purchases made (special one time equipment/items purchased and installed on a per job basis) and labor hours worked on each work order broken down into multiple tasks. For planning purposes we need to be able to look at 3 months(or more) in advance and (graphically, drag-and-drop) schedule each of the 10 (or more) technicians by name for a given job (by work order and task #) as it comes into the que. Every work order has a unique 4 digit number with 1 or multiple unique tasks, simply numbered from 1 and up in integers. Our current accounting software is Quickbooks, so we would need to compile a report for final invoicing which we could import into QB. Eventually we will consider a custom replacement for Quickbooks as our full accounting (AP, AR, general ledger and payroll) software. We are considering the possibility of implementing a service management module first (organizing/scheduling/managing/reporting on technicians and labor hours and materials used only), then integrating inventory management separately. Our immediate and critical needs lie in the service management area (scheduling) and invoicing. Mobile access (smartphone and tablet) would be a plus.
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