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Cleaning CRM & Scheduler - open to bidding

Hi.

My wife has a small cleaning company. I have been looking for a CRM program to help her to manager he clients and her jobs.

The things we want are mostly very basic. I see the PIECES of what she needs in lots of free templates. But I can't find everything together. I am somewhat technical but I am not at all expert and I don't have a ton of time.

I am looking for someone who might be able to use pieces that are out there and integrate existing templates and make modifications so it will work how we want.

I have written a detailed outline of how it needs to work but basically it needs to do these things:

1. Standard client database - there are Excel CRM spreadsheets out there that collect customer info etc. and one of these could be modified to add a few more fields for how big the house is, whether they have pets etc.

2. Job Schedule/Calendar - she needs to be able to schedule jobs as weekly or biweekly events... there are lots of calendars out there... but unlike most calendars we don't have times - we just want to list the jobs on a certain day. And in another column, we want to have the hours for that job and total them.

3. Other functions - If it were possible we want to see where the locations are on a map... I've also seen templates that allow you to send text messages or emails... I don't know how these do it but this could be a good thing - though not crucial. I want to keep the priorities on the core functions.

I would suggest this would work in two steps. Step 1 - investigate what templates are out there that we could use, and plan how to do the project. Step 2 - put it together. I'm guessing 8-10 hours for step 1 and 30 hours for step 2.

Rob

Habilidades: Excel

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Acerca do Empregador:
( 0 comentários ) Canada

ID do Projeto: #5141736

6 freelancers estão ofertando em média $426 para este trabalho

gregorybair

Greetings! I am a highly skilled and motivated web developer am confident I can deliver a high quality, creative, appealing and functional site for your use. I hold a Bachelor of Business Administration and a Master Mais

$484 CAD in 15 dias
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4.4
meth522

Hi, I'm an analyst in systems. I have a development group. We can make it in delphi pedis with database. For a low cost and in a short time, I hope to be selected. Thank you.

$277 CAD in 10 dias
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0.0
ArtemKoloskov

Hello, Rob! I would gladly help with this project. I have a lot of expirience with Excel and VBA scripts and task you've described is fully in my capabilities. I would need just one little hint (if we will work toge Mais

$444 CAD in 3 dias
(0 Comentários)
0.0
mertgucer

I'm an industrial engineer working on ERP development. Since company has been adopting ERP newly, company currently uses excel templates that i developed for cost analysis(for customized products) and production planni Mais

$250 CAD in 2 dias
(0 Comentários)
0.0
blackstonejamal

Dear Rob, Greetings. ***** WE HAVE DONE SIMILAR SCHEDULER CRM USING CUSTOM PHP, PLEASE CHECK OUR DEVELOPMENT DEMO ****** Wise tide CRM: http://blackstonelive.com/wisetidecrm User name: admin Password: ad Mais

$850 CAD in 26 dias
(0 Comentários)
0.0
wandic31

A proposal has not yet been provided

$250 CAD in 5 dias
(0 Comentários)
0.0