An organiser tool or software.How difficult can it be?
Was wondering if you guys can help with this. I work for a small air con company and our clients have service contracts with us, which is yearly. Just before the year is up, we write to them advising them,detailing the new service and maintenance costs and giving them our new proposals. Now currently we dont have an electronic method of knowing when a contract is up for renewal so the engineering manager has been marking it all up on a board, but this takes considerable time and effort and it has been prooved to be not that accurate because he has to remember to do it or to constantly keep a check.
There's about 30-40 clients with contracts with us. So we'd be looking to have a system where it automatically tells us which ones are up for renewing, which ones have been renewed and what hasnt. I did try using outlook to do it but it seemed very longwinded and there's a lot of info we need to put into it such as job number,client name,address, how many service visits they get a year, when renew due,when last renewed.
Anyone know how i can do this? thanks