[Don1]

I like what I see (in the other thread) but, I wonder if this is the direction I should take. The ultimate goal is to grow the business so that each department is run by different people, each having their group of projects and tasks. That being said, I am open to some criticism on the present setup of projects/departments. In summary:

Sales Team: handles new leads, meeting prospective clients, selling jobs, biding projects.

Service Teams: handles job scheduling, material purchases, recording when, where, how much, etc. (they get the job done).

Finance Team: handles AP/AR, works in concert with each department manager to set budgets, and each supervisor to correctly enter daily expenses, time and materials.

HR: they have their tasks already established outside of client related tasks.

Potentially, what I am seeing is that the sales person could stay with the project up to and including invoicing, or potentially the service manager could create the invoices and hand over collections to finance.

A bit picky but I am hoping to set up these systems both in the business and in OF so that they 1. match, and 2. are easily picked up by any person who joins us.