Excel project work which can be shared online

Our company provides service at our clients residences on a regular basis. We service some clients monthly, bi-monthly, and quarterly. The day of the month that we will be coming is determined by when we are in that particular neighborhood. All clients are assigned a day. Some will be assigned the first Monday, others the 1st Tuesday, others may be assigned the 2nd Tuesday, and so on.
Our CRM some routing capabilities. When we set up a new client our software allows us to see what the best suited schedule is by doing a search of the nearest existing customer in our data base and then giving us that clients schedule.
Example: Client A has a schedule of BFEB3MON. This means that we go out to her home bi-monthly (the "B" in the schedule), in the even months (Feb, April, June,etc.), on the 3rd Monday of that month. On that same day we may have 5 customers with the same BFEB3MON schedule all assigned to the same technician. That technician will also have other customers in that same proximity and same day schedule but a different frequency. For example Client B may also be on that day. His schedule is M3MON (Monthly, 3rd Monday). In his case we will be servicing monthly. We also have quarterly customers. These are either QJAN, QFEB, or QMAR. A quarterly January is serviced in the months of January, April, July, and October. A quarterly February is serviced in February, May, August.
So on a given 1st Tuesday Robert the technician may have M1MON (monthly 1st Monday), BJAN1MON (bimonthly January 1st Monday) and QJAN1MON (quarterly January 1st Monday) clients on his route.
In February on the 1st Monday he will be servicing the M1MON, BFEB1MON, and QFEB1MON.
THE PROBLEM: The problem arises in scheduling new customers. Our technicians can only handle 15 clients per day. When we add a new client the software will search the regular schedules to see where the best fit is based on the geographically nearest customer in the data base. It will then suggest that the new customer be put on that schedule. It will also tell us how many customers the technician has on that schedule so that we can try not to overbook. The problem is that it only tells us how many are on the particular schedule that we are searching. For example the new customer may be a bi-monthly customer and the nearest existing customer with a bi-monthly frequency is on the 3rd Wednesday of the odd months. The software will suggest BJAN3WED for the newly added customer and it will tell us that the technician currently has 7 BJAN3WED customers which would indicate he has plenty of available room for adding customers before he hits his max of 15. BUT, the software doesnt take into account the other schedules that will also be serviced on these given days. So, while it may be true that he only has 7 BJAN3WED customers he may also have 5 MJAN3WED customers, and 6 QJAN3WED customers, and some of those other quarterly 3WED customers will also coincide with the BJAN3WED customers in some months. The end result is that we overbook our technicians.
THE SOLUTION: Last year we built an excel sheet to which we could import all of our customer information regarding scheduling and organize it in a fashion where the sheet can show us how many customers a given technician has on any given day of any given month. I have attached a version of that sheet in the samples.
I have limited excel skills and this worksheet is cumbersome to set up and difficult to manage. In addition, it needs to be updated manually by importing data out of our CRM.
I would like to have the calculator cleaned up, made more simple, made automatic, and made to display more technicians than it currently does (2). I am thinking that it could be hosted online or locally on our servers. If online, it would definitely need to be password protected.
Our software provider does not have an open API but we can set up a report to go out at regular intervals through reportwriter ( a third party software) which can contain the relevant data.
Please take a look at the attached document. We call it the "routing calculator" and see what you think. Can we set up reports to come out of report writer twice per day and be imported to keep this calculator updated? Can we make the interface much simpler? Can we add unlimited technicians and the ability to easily identify days which have more than 15 jobs? Can we create a function which will allow us to combine two routes together to evaluate how it will look? Do you have any other ideas based on the problem description and your expertise which I might be missing?
I am looking for someone who can is creative enough to collaborate with us, understand the problem fully, and then come up with design ideas and build the tool. I have listed this project as a fixed price project but I am also open to hourly if it makes more sense.