Excel sheet with email automation
Budget: $250 – $750 USD
I have a table that contains these columns:
Homeowner
Address
Phone number
Development
Close date
Subcontractor of work needing performed
Status (Complete, Incomplete, Sent out, etc)
New additions are fed from a different tab and has a drop down for name. A formula fills in their address, number, developments, and close date. I can sort by all of these columns including multiple. I want to be able to send an email weekly to every subcontractor with all work that has a status other than complete. I want to automate this. I can generate with a click or have it happen automatically. I also would like to have a way to summarize the data to show my management team.
Separately, I would like a new way for homeowners to submit new items. They currently send an email. I made a Microsoft form but this leaves people without a record, whereas with an email, they can review what they previously sent me. I would also like to consider having more data tracking like when they sent it and when the work got completed. Tasks that appear most often. But I would not want it all on the single page as I don’t have a huge screen and like to view all of my columns at once. I am open to buying something that accomplished all of this or having mine remade or modified.
Homeowner
Address
Phone number
Development
Close date
Subcontractor of work needing performed
Status (Complete, Incomplete, Sent out, etc)
New additions are fed from a different tab and has a drop down for name. A formula fills in their address, number, developments, and close date. I can sort by all of these columns including multiple. I want to be able to send an email weekly to every subcontractor with all work that has a status other than complete. I want to automate this. I can generate with a click or have it happen automatically. I also would like to have a way to summarize the data to show my management team.
Separately, I would like a new way for homeowners to submit new items. They currently send an email. I made a Microsoft form but this leaves people without a record, whereas with an email, they can review what they previously sent me. I would also like to consider having more data tracking like when they sent it and when the work got completed. Tasks that appear most often. But I would not want it all on the single page as I don’t have a huge screen and like to view all of my columns at once. I am open to buying something that accomplished all of this or having mine remade or modified.