Freelance Contractor Contact Tracking Template Outlook Style | Contact Tracking Database
Freelance Contractor Contact Tracking Database/Template System
Purchase Prices
$49.99—Internal Use—This product allows you to use this database template however you wish within your organization.
$99.99—Unlimited Developer Use—This version allows you to use this database template however you wish for any applications you develop and distribute.
Download a Demonstration
Download a demo version for free to test!
Microsoft Access Freelance Contractor Contact Tracking Database
For independent professionals and gig economy workers, managing clients, appointments, invoices, and payments can quickly become overwhelming without the right tools. The Microsoft Access Freelance Contractor Contact Tracking Database is a full-featured, professionally built contact and invoice tracking system designed specifically for freelance contractors. Developed entirely in Microsoft Access using tables, forms, reports, and VBA (Visual Basic for Applications) code, this database offers seamless integration with your existing Access environment and puts essential business functions right at your fingertips.
Built with inspiration from Microsoft Outlook’s contact management features, this template provides a streamlined interface and robust functionality to help freelancers stay organized, get paid on time, and keep their operations running smoothly. Whether you're a designer, developer, consultant, or technician, this system simplifies every aspect of client and contact tracking.
Key Features:
Comprehensive Contact Management: Create and manage detailed client records with contact information, project notes, and engagement history.Appointment and Interaction Scheduling: Log phone calls, emails, meetings, or project milestones with an intuitive scheduling interface.Invoice and Payment Tracking: Generate invoices, log payments, and track outstanding balances—all from within the database.Built-In Reporting: Access a suite of ready-made reports for invoicing, contact summaries, financial tracking, and more.
This database is ideal for freelancers working across multiple clients and projects who need to centralize their operations in one easy-to-use system. It’s customizable, scalable, and designed to grow with your business needs.
Please Note: This is a template database. If it does not meet your needs 100% and you’re unable to customize it yourself, Winning Solutions, Inc. (WSI) can provide a quote to develop the enhancements required to deliver exactly what you need from your Freelance Contractor Contact Tracking System.
?? Contact Us today to request a quote or learn how this system can streamline your freelance business operations.
Are you looking for the ability to use this template in a calendar view as well? Then be sure to learn more about Microsoft Access Freelance Contractor Scheduling Database . This version of the tool allows you to view your data in a calendar view (day/week/bi-weekly and monthly).
VB.NET , C#.NET or ASP.NET version of this template, please Contact us for more details.
Sample Screens
Freelance Contractor Contact Tracking Database
Main Menu Form
Freelance Contractor Contact Tracking Database
Setup Customer
Freelance Contractor Contact Tracking Database
Search Custome
Freelance Contractor Contact Tracking Database
Edit Customer
Freelance Contractor Contact Tracking Database
Customer Calls
Freelance Contractor Contact Tracking Database
Customer Appointments
Freelance Contractor Contact Tracking Database
Customer Payments
Freelance Contractor Contact Tracking Database
Add Call
Freelance Contractor Contact Tracking Database
Add Appointment
Freelance Contractor Contact Tracking Database
Add Payment
Freelance Contractor Contact Tracking Database
Maintenance/Setup
Freelance Contractor Contact Tracking Database
Report Menu
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Download a Demonstration
Download a demo version for free to test! The demo version is in Access 2010, which will work on either Access 2010, 2013, 2016, 2019 or Office 365. If you need a previous version of Access to try, please
Contact Us . Please note that the demo version of the software is fully functional, but does not store any data once you close the database. The full version of the software, available for purchase, stores data in the database permanently.
The following document explains, in detail, how to install the demo and how to avoid some common setup issues:Download Instructions
Full Version and Live Demonstration Options
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.
After purchase
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 run-time or 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 the additional features you require.
Purchase Prices
$49.99—Internal Use—This product allows you to use this database template however you wish within your organization.
$99.99—Unlimited Developer Use—This version allows you to use this database template however you wish for any applications you develop and distribute.
After Your Purchase
Delivery timing
Once your purchase is complete, you will receive an email within 12 hours, and usually sooner during standard business hours, with a link to download the full version of the database. Please check your junk mail folder if you do not see the message.
Implementation help
If you need help implementing this function or need modifications for your requirements, request a free quote for your Microsoft Access development needs. WSI will determine your needs based on written requirements that you provide. Please ask your WSI representative for an example of sufficient written requirements.
Support and customization
WSI offers optional paid support and customization programming services. WSI templates are priced based on the purchaser self-supporting the database. WSI assumes purchasers who do not wish to pay WSI for support have the Microsoft Access and SQL Server knowledge needed to install, customize, and use the template. Paid support is available by the hour; please contact us for the current hourly fee.
Planning your changes
If you need assistance preparing requirements, WSI offers fee-based services to help document what needs to be done. You can also review our process mapping service or learn more about the WSI quoting process .
Testimonials
What Customers Say About WSI
"Once again, you guys have outdone yourself. The service and support you have provided has been the best I've ever experienced from a software development team. You guys have the best Access calendar GUI I've ever seen."
Mike Mattas
"Thanks to all!! Nice job on the changes. They look good, thanks for your quick response!!"
George Ells
"Thanks for all your help. Your service is great as I find you and your team easy to deal with and very responsive in terms of getting the changes done. Great work."
Steve Da SilvaThe Hospital for Sick Children
"With the expertise of Andres the database was put in the store for use just 4 days later. The efficiency of his programming and the added benefit of video to refer back to in case of small adjustments brought what seemed like a daunting task into reality very quickly."
Debbie Hunt
"Bottom Line: Winning Solutions is hands down the most polite, professional, committed, able, and proven company I have ever worked with. Their staff, top to bottom, are all winners."
Dave YeadonDakota Steel & Trim
"Our Service Dept is enjoying the Calendar. We adapted the Enhanced Microsoft Access Calendar to meet our needs. The Service Manager and Advisors enjoy the ease of booking work."
Richard "Dick" MillikenWhited Peterbilt