Job Record Template Suggestions

[tb]

I have been put in charge to look at torqing a Job Record that was alreayd
created and I am looking for a template or some suggestions on a Job Record.

Currently use a workbook for each Job we run, sometimes I dont need all the
details for smaller Jobs but I use my master for all. They consist of each
worksheet in a workbook - Job. My Job Record has several rows for different
items we perform, I dont always need all the rows or items, I would like to
try and eliminate to just what I require per Job ;

Quote / PO / Work Order / Job Record / Cost Analysis / Invoice.
Once I have the Work Order created, I enter in all the daily labour,
materials, equip, etc into sections of the Job Record worksheet that then
create the cost analysis. Once the JOb is done we Invoice it out.

I guess I am trying to find a simple way to enter in all my daily info into
the job record and have it automatically link total to the cost analysis and
create the Invoice once complete, is this possible?

If you can suggest any templates or other suggestions to change and make it
less entering would be great as well.

Thanks;

 

[JoAnn Paules]

It sounds like you need an Access database.