Construction Appointment Tracking Template Outlook Style | Appointment Database

Construction Appointment Tracking Database/Template System

Microsoft Access Construction Appointment Tracking Database

In the fast-paced world of construction, staying on top of client meetings, site visits, inspections, and job scheduling is essential. The Microsoft Access Construction Appointment Tracking Database is a complete, ready-to-use solution that empowers construction professionals to manage appointments, client details, invoicing, and payments—all from within a familiar Microsoft Access interface.

This full-featured database system is built entirely using Microsoft Access tables, forms, reports, and VBA (Visual Basic for Applications) code. Drawing inspiration from Microsoft Outlook’s calendar interface, it provides intuitive navigation while maintaining 100% native Access compatibility. This means it integrates seamlessly with your existing Access systems—no additional platforms or external tools required.

Whether you're a general contractor, project manager, construction scheduler, or run a specialty trades business, this template helps keep your schedules organized and your clients informed.

Key Features of the Construction Appointment Tracking Database:

• Built entirely within Microsoft Access—no third-party apps needed
• Customer management tools for tracking contact details and service history
• User-friendly form for scheduling and maintaining appointments
• Multiple calendar views: Daily, Weekly, Bi-Weekly, and Monthly
• Invoice generation and payment tracking for each appointment
• Pre-built reports for all calendar views, ideal for planning and documentation
• Designed specifically for contractors, subcontractors, and construction teams

This robust scheduling tool helps ensure that appointments don’t fall through the cracks and that your team has visibility into what’s scheduled and when. It's ideal for managing job site walkthroughs, client consultations, project milestones, and follow-ups—all in one centralized location.

Please note: This is a pre-built template. If it doesn't meet your specific requirements and you're not able to customize it yourself, Contact Us. WSI can provide a quote to tailor the database to suit your construction company’s unique needs.

If you are interested in a VB.NET, C#.NET or ASP.NET version of this template, please Contact us for more details.

Daily Canned Reports
PDF Output Day Landscape View    PDF Output Day Portrait View

Weekly Canned Reports
PDF Output Week Landscape View    PDF Output Week Portrait View

Bi-Weekly Canned Reports
PDF Output Bi-Weekly Landscape View    PDF Output Bi-Weekly Portrait View
 
Monthly Canned Reports
PDF Output Month Landscape View    PDF Output Month Portrait View

The following document explains, in detail, how to install the demonstration and how to avoid some common set-up issues:
Download Instructions

Live Demonstration: To experience a more interactive and personalized demonstration of this WSI template, we invite you to contact WSI and schedule a live demonstration with one of our team members. This opportunity allows you to engage directly with us, either as an alternative to or in conjunction with downloading and exploring the demo version of the template at your leisure. Please note that downloading Microsoft Office files, including Microsoft Access database files, might trigger a security warning on your computer. To avoid this and get a comprehensive overview, you have the option of viewing the template through a virtual meeting on Teams or Zoom with a WSI representative.
Once you purchase the database template, you will receive the full version of the database in a standard Access Database file. The purchased database will have full access to the database window, all design objects, the visual basic project code, and you will be able to modify or add to the design in any way you wish (this does not apply to the run-time/compiled versions). If you lack the time to integrate this database into your system, please Contact Us and we will be glad to help with your integration process. If you like the basics of what you see in the database, but need enhancements to make the system functional for your business, please Contact Us and we will develop a quote for you to implement the additional features and enhancements that you require.

Once your purchase is complete, you will receive an email with a link to download the full version of the database.