Free FileMaker Starter Solution: Contact Management, Estimates, Invoicing, Purchasing and More...  for iOS, Mac, PC or Web

 

A free & unlocked solution to manage your business contacts, generate estimates, invoices, purchase orders and reports from almost anywhere.

 

This is a complete application. However, it's easy to add more custom requirements such as work orders, project management, employee records, field service data, sales catalogues, and more.

 

Run as a standalone app on your device, or scale up to a fully networked suite supporting multiple sites & users.

 

Built With FileMaker Pro :  FileMaker Pro is powerful, easy-to-use software used to create custom solutions for your business that run on iPad, iPhone, Windows, Mac and the web. Use FileMaker Pro to manage and share information with your team. Build your own solution or use one of the many built-in Starter Solutions to manage contacts, inventory, projects and more.

 

We kept the structure and scripts as simple as we could to provide a great 'out of the box' experience, but it would be easy to customise and make your own.

 

Make changes without coding or programming skills in a drag & drop environment using FileMaker Pro or FileMaker Pro Advanced. There's a great community providing resources, support and inspiration. If you want to add to your project but don't have the time, you can hire us or use your preferred local FileMaker Developer.

Sample of Free FileMaker Starter Solution Phone Screens.

Download & Install

 

1. If you are not already a FileMaker user, Install either the free FileMaker Go app for iOS or the FileMaker Pro Free 30 Day Trial which works with Mac or PC.

 

2. Then Download our Starter Solution.

 

Wait while the file downloads in background. If you get 'Error Safari can not Download' go back & install step 1.

 

3. When prompted choose 'Open in FileMaker Go' and the application will be installed on your device. If on the desktop simply choose your download location and then click to open.

 

You can make changes without coding or programming skills in a drag & drop environment using FileMaker Pro or FileMaker Pro Advanced on the desktop.

 

There's a great community providing resources, support and inspiration. If you want to add to your project but don't have the time, you can hire us or your preferred local FileMaker Developer.

 

 

 

 

Setup Your Solution - Start by entering your company information, which is used on estimate, invoice, purchase & contact documents. In addition to your trading name and address, you can add a logo or an icon that suits your business type. Footer information such as a registered office address or tax number, and payment details to display on invoices when there's a balance due.

 

Remember, you can edit the document layouts if you need to. You can choose to view a 'Narrow' version more suitable for your phone or an extended view for desktop or an iPad. You choose this via the expand button which is bottom left of the home screen.You can set this to automatically switch based on device / screen orientation but the ability to manually change works well. We regularly use it in narrow mode split screen on iOS or when running multiple apps on the desktop.

 

Sample of Desktop Starter Solution Setup Screen

Add Your Contacts - The 'Paperclip' Icon enables you to create a new contact from either list or data view. You can add addresses, contact notes and is the hub of all your account transactions such as estimates, invoices or purchase orders. You can easily get in touch with the contact, get mapped directions, log a follow up activity with action date, or print & email documents.

Sample of the Starter Solution Contacts Screen

Create Transactions - A transaction is either an Estimate, Invoice, Credit Note or a Purchase Order related to one of your contacts.You can create this either from the contact record or directly from the transaction screen and choosing the customer from the list.

 

Sample of the Starter Solution Invoice Screen
Sample of the Starter Solution Invoice Email

Run Reports - View your financial data and create Print or PDF reports in real time. Compare sales to the same period in the previous year, and view your projected revenue for the year.

 

Sample of the FileMaker Starter Solution Report Screen

Fieldware Applications

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Northumberland

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+44 (0)1670 618310

 

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