JPH11272755A - Customer management system for exterior construction - Google Patents

Abstract

PROBLEM TO BE SOLVED: To provide a customer management system for exterior construction which quickly and easily generate management materials for exterior construction. SOLUTION: Customer data of the name, the address, etc., of each customer from whom the order of exterior construction was received is inputted to a personal computer 4, and meanwhile, numerical data related to exterior construction of each customer is inputted to the personal computer 4, and management materials for each customer is generated based on these customer data and numerical data by the personal computer 4, and an incomplete customer data base where management materials for many customers are collected is constructed in the personal computer 4, and management materials for a desired customer are extracted from this incomplete customer data base and are printed by a printer 5 attached to the personal computer 4.

Description

DETAILED DESCRIPTION OF THE INVENTION

[0001]

BACKGROUND OF THE INVENTION 1. Field of the Invention The present invention relates to a customer management system for external construction work suitable for use by a construction company or the like who undertakes exterior construction work for a house for managing customer data.

[0002]

2. Description of the Related Art Conventionally, when an architectural company undertakes exterior construction and landscaping construction of a house, including construction of a gate and a garage,
As a method of managing data for each customer, a ledger is created by hand, and if necessary, an order form exchanged between the customer and the building company with the contents of the external construction work and the price etc. described,
Based on the above ledger, hand-written various management materials, such as instructions that are written and circulated between the departments of the building company with construction schedules, etc., and fee settlement documents exchanged between customers and the building company after construction is completed Was to be created in.

[0003]

However, in that case,
Creation of various management materials is troublesome, and, rarely, there is a possibility that data may be transcribed incorrectly or a charge calculation may be incorrectly performed. In addition, if exterior construction is also performed at the time of new construction of a house, the design of the exterior construction and the creation of management materials related to the exterior construction tend to be delayed compared to the housing itself, and the exterior design is performed when designing the housing itself. Because there is no space, when designing the exterior later, it is not possible to secure sufficient space for the garage or outdoor stairs, or there is a plumbing work for the exterior that needs to be performed together with the construction of the housing. There was a possibility that a problem such as not being performed at the time would occur.

[0004]

SUMMARY OF THE INVENTION An object of the present invention is to solve the above-mentioned problems of the present invention and to provide a customer management system for external construction which can quickly and easily create management materials for external construction. I do. Therefore, the customer management system for external construction according to claim 1 of the present invention includes a name of each customer who has received an order for external construction,
While customer data such as an address is input to the personal computer, numerical data relating to the external work of each customer is input to the personal computer, and each customer is input to the personal computer based on management data including the customer data and the numerical data. In addition to creating the management materials of the personal computer, an incomplete customer database in which management materials of a large number of customers are gathered is built in the personal computer, and the management material of a desired customer is extracted from the incomplete customer database and the personal computer is extracted. And printing can be performed by a printing device attached to the printer. Here, the numerical data includes date data of various processes or charges for construction and parts.

According to a second aspect of the present invention, there is provided a customer management system for external construction according to the first aspect, wherein the management material is an order form,
It is characterized by including instructions and settlement documents.
Here, the order form is a document for the customer to make an order for the exterior construction work with the building company etc. by clearly specifying the contents and the fee of the exterior construction work, and the order book is the contents of the exterior construction work, the construction period, etc. Is a document to be distributed between departments within the building company, etc.
The settlement report is a document used for settlement of a fee between a customer and a building company after completion of external construction.

According to a third aspect of the present invention, there is provided the customer management system for external construction according to the second aspect of the invention, wherein the management data for each management material such as the order form, the order form or the balance sheet is input to the display section of the personal computer. Selectively display the screen,
It is characterized in that management data for the corresponding management material is input on each input screen.

According to a fourth aspect of the present invention, there is provided a customer management system for external construction according to the configuration of the third aspect, wherein a customer registration screen is displayed on a display section of the personal computer, and the management data is input when an external construction is received. The management data input screen for each management material is configured to be able to use the management data already input on the customer registration screen.

According to a fifth aspect of the present invention, there is provided a customer management system for external construction according to any one of the first to fourth aspects, wherein the management data of the customer who has completed the external construction is deleted from the incomplete customer database. The stored completed customer database is stored, and management data of customers who have completed the external construction work can be referred to from the completed customer database as needed.

[0009]

Embodiments of the present invention will be described below. As shown in FIG. 1, the customer management system for external construction according to the present embodiment is provided in a house building company or the like, and includes an input unit including a keyboard 1 and a mouse 2, a display unit 3, and a storage unit (not shown). , A personal computer 4 comprising a not-shown arithmetic unit, etc., and for each customer who undertakes external construction work on this personal computer 4, that is, construction of a gate, garage, etc. or landscaping work attached to the periphery of the house body, By inputting management data for creating various management materials through the input unit and storing the management data in the storage unit, as a set of management materials of a large number of customers who have received an order for an external construction and have not yet completed the construction. Of the uncompleted customer database, and stores the management data D of the desired customer in the printing device 5 attached to the personal computer 4.
Can be printed.

[0010] That is, when a house building company or the like undertakes external construction work from a customer, a handwritten contract ledger O is created, and management data described in the contract ledger O is input to the personal computer 4. By inputting necessary management data for each management material D as needed and storing them in the incomplete customer database, the order form D1, the after-order form D2, the order form D3, the settlement form D4, etc. Various management materials D can be printed by the printing device 5. The storage unit of the personal computer 4 is pre-installed with a customer management program required for operating the external construction customer management system.

Next, a procedure for inputting management data to the personal computer 4 will be specifically described. When the customer management program is started, a main screen G1 as shown in FIG. 2 is displayed on the display unit 3 of the personal computer 4, and various menus can be selected on the main screen G1. When an external construction work is received from a customer, first, the customer registration button B1 is clicked with the mouse 2 to display a customer registration screen G2 shown in FIG.

On the customer registration screen G2, a contract number column L1, a name column L2, a building site column L3, a current address column L4,
A building construction period (start) column L5a indicating the construction period of the housing body when the exterior construction is performed simultaneously with the new construction of the housing body, a building construction period (completion) column L5b, a construction date column L6a indicating the construction start date of the exterior construction work, Completion date column L6b indicating the completion date of the exterior construction work,
As shown in FIG. 4, predetermined management data is stored in a contract amount column L7, a contract date column L8, a payment schedule column L9, a payment column L9b, an external site, a sales person in charge column L10, and the like, as shown in FIG. And the mouse 2 is used to sequentially input.

Here, the management data includes a name column L2,
It consists of customer data such as the customer's name and address to be entered in the building area column L3, current address column L4, etc., and numerical data such as date data or amount data entered in the other columns. In this example, the start date and the completion date of the housing body construction and the exterior construction are the same. When only the external construction work is performed, the building work period columns 5a and 5b may be left blank. When the user clicks the OK button C1 after inputting the predetermined management data, the management data of the customer is registered in the incomplete customer database in the storage unit of the personal computer 4. When the end button C2 is clicked, FIG.
Returns to the main screen G1.

Next, when the customer inputs an order form, which is a document for placing an order for an exterior construction work with a housing construction company or the like, the order form input button B2 is clicked on the main screen G1, as shown in FIG. A purchase order input screen G3 is displayed on the display unit 3. When inputting data on the order form input screen G3, the contract number field L1, the name field L2, the building area field L3, etc. can be input again with the keyboard 1, but the data input earlier on the customer registration screen G2 can be used. Can be diverted.

In this case, if a new purchase order is input, a customer inquiry button C4 is clicked after an add button C3 is clicked.
By clicking, as shown in FIG. 6, a search key K is displayed in a pop-up menu, and the first character in the case where the name of the corresponding customer is written in hiragana with this search key K,
For example, when “A” is selected, a list of customers whose characters are the first characters is displayed on the customer inquiry screen G4 shown in FIG. On the customer inquiry screen G4, a desired customer, for example,
Clicking the customer A column with the mouse 2 selects the customer A, and further clicking the OK button C5,
As shown in FIG. 8, the management data of the customer A input on the customer registration screen G2 is displayed as it is in the contract number field L1, the name field L2, the building area field L3, etc. in the order form input screen G3.

As described above, when data is input on the order form input screen G3, data that has been input on the customer registration screen G2 can be read and reused, so that duplication of data input can be omitted. Input errors are less likely to occur. In addition, when adding or modifying the management data of the customer who has input previously on the customer registration screen G2 in FIG. 3, after clicking the change button C6 and clicking the customer inquiry button C7, the customer registration screen G2 is displayed. A search key K similar to that shown in FIG. 6 appears, and by using this search key K to select a desired customer from the input customer list, the data of the customer can be displayed on the customer registration screen G2. .

In the order form input screen G3 shown in FIG.
1. After inputting the name field L2 and the building area field L3 by diverting or directly inputting data on the customer registration screen G2, as shown in FIG. 9, the product name / specification field L11, the unit field L12,
Using the keyboard 1, predetermined data is directly input to the quantity column L13, the unit price column L14, and the amount column L15. The contents entered in the columns L1 to L3 and L11 to L15 are management data for the order form D1. When registering the management data for the order form D1 in the database, it is sufficient to click the OK button C8. When printing the order form D1 based on the management data, it is sufficient to click the print button C9. When returning to the main screen G1 of FIG. 2, the end button C10 may be clicked. FIG. 10 shows a print example in which the order form D1 is printed on a predetermined order form sheet, and each column in FIG. 10 is assigned the same column number as the corresponding column in FIG.

When the after input button B3 is clicked on the main screen G1 of FIG. 2, the after order form D2 is clicked.
A purchase order input screen (not shown) for inputting management data for use is displayed on the display unit 3. This after-sales order form D2 is issued when a new exterior construction work is newly ordered after the completion of the exterior construction work. The input method of management data, the printing format, and the like are described in the order form D1. Therefore, the description is omitted.

Next, when the order input button B4 is clicked on the main screen G1 shown in FIG. 2, as shown in FIG. Is displayed, in which the management data for the instruction D3 for inputting and circulating the instruction is input. FIG. 11 shows a state in which the management data for the order book D3 has been input. Also in this case, the search key K (see FIG. 6) is pressed by the customer inquiry button C11 in the same manner as when inputting the order form input screen G3. ), The contract number field 1,
The data already entered on the customer registration screen G2 can be used without having to enter data again in the columns such as the name column L2 and the building site column L3. Note that items not entered on the customer registration screen G2 can be directly entered with the keyboard 1 into each field of the instruction entry screen G5.

After inputting predetermined management data on the order entry screen G5, the user can click the OK button C12 when registering the incomplete customer database, and print the order D3 based on the management data. Is the print button C
13, the user can click the end button C14 to return to the main screen G1. FIG.
Is a print example in which the instruction D3 is printed on a predetermined instruction sheet, and the columns corresponding to the respective columns in FIG. 11 are denoted by the same column numbers.

On the main screen G1 shown in FIG. 2, when the account book input button B5 is clicked, the account book input screen G6 shown in FIG. FIG. 13 shows the settlement report D4.
In this case, the management data for the customer has already been entered. In this case as well, the customer inquiry button C15 is clicked, and the data already entered on the customer registration screen G2 can be used. Items that have not been entered can be directly input on the settlement account input screen G6. After entering the management data for the balance sheet D4 on the balance sheet input screen G6,
When the K button C6 is clicked, the management data is registered in the incomplete customer database. When the print button C17 is clicked, the settlement sheet D4 is printed on a settlement sheet (not shown). When the end button C18 is clicked, the main screen of FIG. Return to G1.

When the external construction work contracted by the customer is completed, the date of the actual construction completion date is entered in the completion date column L16 of the customer registration screen G2 in FIG.
Enter 5 etc. By the way, personal computer 4
In addition to the above-mentioned uncompleted customer database, a completed customer database in which management data of customers who have completed the external construction work is separately provided. When the management data of the customer who has completed the external construction is transferred from the incomplete customer database to the completed customer database, the customer data accumulation button B6 is clicked with the mouse 2 on the main screen G1 in FIG. Completion date column L16 of registration screen G2
Is automatically transferred from the uncompleted customer database to the completed customer database. Therefore, when searching for customer management data using the search key K, a customer whose exterior construction has not been completed may be searched from the incomplete customer database, and a customer whose exterior construction has been completed may be completed. Since it is sufficient to search from the completed customer database, management data of a desired customer can be quickly and easily searched according to purpose.

Next, when referring to the management data of the customer who has completed the external construction from the completed customer database, clicking the customer accumulation reference button B7 on the main screen G1 in FIG. The reference screen G7 is displayed on the display unit 3. The screen configuration of the customer accumulation reference screen G7 is basically the same as the customer registration screen G2 of FIG. 3, and the same column numbers are assigned. When the management data of a desired customer is called on the customer accumulation reference screen G7, when the accumulation inquiry button C19 is clicked, a search key K not shown in FIG. 14 but similar to that of FIG. By designating one character, a desired customer can be selected from a list of customers who have completed the external work. FIG. 15 shows an example in which management data of a desired customer is called in this way.

Further, when an external construction work is completed and an order for additional external construction work is received from a customer who has transferred the management data from the incomplete customer database to the completed customer database, a customer registration screen G2 in FIG. By clicking the cumulative inquiry button B20, the management data of the desired customer can be retrieved from the completed customer database and displayed on the customer registration screen G2, and the management data of the customer is again displayed on the uncompleted customer. It can be registered in the database.

The order form D1, order form D3,
In addition to the management material D such as the settlement report D4, the format of various documents can be determined in advance, and can be printed by the printing device 5 as necessary. When printing such a document, clicking the print processing button B8 on the main screen G1 in FIG.
A print menu screen G8 as shown in FIG. Specific forms of various documents such as my home sheet, construction start table, sales schedule, etc. which can be selected from the print menu are not shown, but the order form D1, order form D3, settlement form D4, etc. are each customer unit. In contrast to this, various documents that can be selected in this print menu, for example, list management data of multiple customers on a monthly or weekly basis, and use them by circulating them within a housing construction company. The main thing is to do it.

Next, when registering a sales office or a person in charge of the housing construction company, a master registration button B9 is clicked on the main screen G1 in FIG. 2, and a master registration menu screen G9 shown in FIG. By selecting a desired menu here, the name of the sales office, the name of the person in charge, etc. can be registered.
The user can select input items for various types of documents.

When the data in the incomplete customer database or the completed customer database is copied to another area in the storage unit of the personal computer 4 or an external storage medium for security, the backup is performed as shown in FIG. The master storage button B10 may be clicked on the main screen G1. In the event that an abnormality occurs in the customer management program or the like, and the above-described packed data is read, the master read button B10 is read on the main screen G1. Button B
You just need to click 11. To end the customer management program, the user clicks the work end button B12.

[0028]

As described above, according to the first aspect of the present invention,
The external construction work customer management system inputs customer data, such as the name and address of each customer who has received an order for exterior work, to a personal computer, and inputs numerical data relating to the external work of each customer to the personal computer. Based on the management data including the customer data and the numerical data, the personal computer creates management data of each customer, and builds an incomplete customer database in which management data of a large number of customers are collected in the personal computer. However, since the management data of a desired customer is extracted from the incomplete customer database and can be printed by a printing device attached to the personal computer, the management data is created by hand as in the related art. This makes it easier and faster to create management materials, and Is created by the personal computer and printed on a predetermined sheet by the printing device, and is used, unlike a case where the management material is created by handwriting. .

Further, since the management data for the exterior construction can be created quickly and easily, for example, when the exterior construction is also performed at the time of new construction of the house, the design and construction of the housing itself and the exterior are simultaneously performed. As a result, it becomes difficult to secure garage space, etc., as in the case of designing the exterior after the construction of the housing itself progresses. Problems, such as delays, are less likely to occur.

According to a second aspect of the present invention, there is provided the customer management system for external construction according to the first aspect, wherein the management material is an order form,
Since it includes the order book and the balance sheet, it is possible to quickly and easily create these various management materials.

According to a third aspect of the present invention, there is provided the customer management system for external construction according to the second aspect of the present invention, wherein the management data for each management material such as the order form, the order form or the balance sheet is input to the display section of the personal computer. Selectively display the screen,
The management data for the corresponding management data is input on each input screen. By inputting the various management data on the separate input screens in this manner, the input of the management data for the various management data is performed. Work can be performed efficiently.

According to a fourth aspect of the present invention, there is provided a customer management system for external construction according to the configuration of the third aspect, wherein a customer registration screen is displayed on a display unit of the personal computer, and the management data is input when an external construction is ordered. Since the management data input screen for each management material is configured so that the management data already input on the customer registration screen can be used, the management data is input and registered on the customer registration screen when an order is received. By doing so, it is possible to divert the management data input on the customer registration screen when inputting management data for various management materials such as an order form later,
There is an advantage that the input operation of the management data is facilitated and the input error is reduced.

According to a fifth aspect of the present invention, there is provided a customer management system for external construction according to any one of the first to fourth aspects, wherein management data of a customer who has completed the external construction is deleted from the uncompleted customer database. In the completed customer database provided, management data of customers who have completed the external construction work can be referenced from the completed customer database as necessary. Since only the management data of the ongoing customers is stored, it is possible to efficiently search the necessary data for the customers who are under construction, and the customer who has completed the exterior work once again needs to perform additional exterior work. When a request is made, there is an advantage that the management data of the customer can be easily referred to from the completed customer database.

[Brief description of the drawings]

FIG. 1 is an explanatory diagram showing a personal computer including a customer management system for external construction according to an embodiment of the present invention, and peripheral devices thereof.

FIG. 2 is an explanatory view showing a state in which a main screen of a customer management program for moving the external construction work customer management system to the left is displayed on a display unit of the personal computer.

FIG. 3 is an explanatory diagram showing a state where a customer registration screen is displayed on the display unit.

FIG. 4 is an explanatory diagram showing a state where predetermined management data is input to the customer registration screen.

FIG. 5 is an explanatory diagram showing a state where an order form input screen is displayed on the display unit.

FIG. 6 is an explanatory diagram showing a state where a search key is called on the order form input screen.

FIG. 7 is an explanatory diagram showing a state where a customer inquiry screen is displayed on the display unit.

FIG. 8 is an explanatory view showing a state in which a part of the management data is input on the order form input screen.

FIG. 9 is an explanatory diagram showing a state where the rest of the management data has been input to the order form input screen.

FIG. 10 is an explanatory diagram showing an order form printed by a printing device attached to the personal computer.

FIG. 11 is an explanatory diagram showing a state where an instruction book input screen is displayed on the display unit.

FIG. 12 is an explanatory diagram showing an instruction printed by the printing apparatus.

FIG. 13 is an explanatory diagram showing a state in which a payment report input screen is displayed on the display unit.

FIG. 14 is an explanatory diagram showing a state where a customer accumulation reference screen is displayed on the display unit.

FIG. 15 is an explanatory diagram showing a state in which management data of a desired customer is displayed on the customer accumulation reference screen.

FIG. 16 is an explanatory diagram showing a state in which a print menu screen is displayed on the display unit.

FIG. 17 is an explanatory diagram showing a state where a master registration menu screen is displayed on the display unit.

[Explanation of symbols]

 Reference Signs List 1 keyboard (input unit) 2 mouse (input unit) 3 display unit 4 personal computer 5 printing device D management material D1 order form (management material) D2 after order form (management material) D3 order document (management material) D4 settlement sheet ( Administrative data)

Claims (5)

[Claims] Claims: 1. Customer data, such as the name and address of each customer who has received an order for exterior work, is entered into a personal computer, while numerical data relating to the exterior work of each customer is entered into the personal computer, and the customer data is entered into the personal computer. Based on the management data including the numerical data, the personal computer creates management data for each customer, and builds an incomplete customer database in which the management materials of a large number of customers are collected in the personal computer. A customer management system for external construction, wherein management data of a desired customer is extracted from a customer database and can be printed by a printing device attached to the personal computer. 2. The customer management system according to claim 1, wherein the management data includes an order form, an order form, and a settlement account. 3. An input screen for management data for each management material such as the order form, the order form or the settlement book is selectively displayed on a display section of the personal computer, and the input screen is used to display a corresponding management material use form. 3. The customer management system for external construction according to claim 2, wherein the management data is input. 4. A customer registration screen is displayed on a display section of the personal computer, and the management data is input when an order for an external construction work is received, and the customer registration screen is displayed on the management data input screen for each management material. 4. The customer management system for external construction according to claim 3, wherein the input management data can be used. 5. The management data of a customer whose exterior construction has been completed is deleted from the incomplete customer database, and stored in a completed customer database provided separately, and if necessary, management of the customer whose exterior construction has been completed. 5. The customer management system according to claim 1, wherein data can be referred to from the completed customer database.