One spreadsheet, turned into a back office.
This is a small job-tracking back office, as it looks straight after a spreadsheet upload. Everything below works. Yours would be built around your own columns, statuses and people.
Four things to try
Customers
The spreadsheet repeated each customer's name on every row. Here each customer exists once, linked to all of their jobs.
Imports
Keep working in spreadsheets and upload them whenever you like. New rows are added, changed rows are updated, and anything that does not match is flagged.
Upload a spreadsheet
In this demo the upload uses a sample file with three rows: two new jobs and one changed date. In your own back office you drop in your Excel or CSV files.
Automations
Add-ons built to your own rules. Switch them on and off here, and see everything they have done in the log.
Automation log
Want this built around your own spreadsheet?
The audit is free, takes 30 minutes and ends with a fixed quote. Email us and we reply within one working day.