Hi Mike,
Your plan makes good sense and is a practical workflow, especially for managing job data between the office and field. Since you're already using Microsoft Access, a great improvement would be to integrate it with a SharePoint List. This setup allows real-time updates without needing to email files back and forth.
Recommended Workflow Using Access + SharePoint:
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Create your Work Order table in Access.
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Publish the table to a SharePoint List – Access supports this directly.
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From the office, create a new work order in the SharePoint-linked table.
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The service tech can open the same SharePoint List using an Access frontend, or via a browser or Power Apps on a mobile device.
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Update job info in the field, which syncs instantly with the main database.
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From the office, you can generate the PDF and email it to the client using Access automation.
Benefits:
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No need to copy or email files.
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Live, centralized data.
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Minimal manual work — Access + SharePoint handle syncing.
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Scalable as your jobs or team grow.
If you'd like, I can walk you through setting up the SharePoint integration or provide a basic example.
Best regards,
I work as a plumber, current procedure is to text the client with details, then copy and past to my database when home, followed by my software creating a PDF and generating an email to send to the client...I'm an old Plumber not a programmer.What I would like to do is send a file from the office, update in the field and email to client and office.My thought is to have a base template WorderOderdb create a copy, update with call/job info... Then email to service tech...At completion of task, update file and email back to office... and or client...From there read updated fields back into base database..Does this sound like a reasonable path, any better ideas, starting pointers...Take care,
Mike the Plumber
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