Architectural Roofing & Construction
As Office Manager at Architectural Roofing & Construction, my responsibilities extended beyond bookkeeping to include customer service, pulling permits at city building departments, and marketing.
The highlight of 2001 at ARC was designing a customized CRM (my first) with a full-service approach to supporting the contractors’ and my own administrative workflow. Screenshots of the Access database are shown below.
This is the main screen showing the list of active projects. A toggle button at the far lower right of the screen offers access to the list of closed projects. Reports on all projects include lead status reports for both projects that need to be quoted and projects with quoted proposals. Payroll reports with search prompts. Access to all other administrative tables like employees, vendors, items, status, etc. A reference report is also available.
Main Project Form
This main project or “Job” pop up form includes multiple tabs that start with Status. The status tab includes three sections: left to right: lead origination including a button to the measurement form (below), a project checklist and profit summary with a button to a complete profit report (below).