A ticketing system for a service and project company. Needs to have a CRM, a place to create quotes, Vendor management, Service work ticket for the field that can be e-mailed from the system that assigns a Work Order number provides scope and several other items, manpower scheduling, a form that can be filled out that outlines what the project is and what is required to complete it. a system that tracks a project based on giving tasks a value that is a % of the over all project, a second tracking system that can track multiple projects based on the same premise. Project specific Daily Journals to fill out recording daily events of a project. Needs to be web based,? needs to have a customer interface and log in for viewing the progress of their job, they also need to be able to open a ticket or job on-line by completing a work request form. The system then needs to alert us that someone opened a job. Needs an area to record what the customer should be billed and what the Project manager thinks the costs will be, needs to be able to dump financial info to our financial software, Traverse.
The CRM needs an area to enter phone conversations and other notes, should have date and time stamps. The Quote function will be based on a database of material, each piece of material will be assigned a labor hour, by selecting the material it will calculate hours. A form propasal page will be required. A form in the CRM (Project sheet) will be used? as? an? information summary particular to the job describing scope, tools needed, who the sales person is, who the PM is. A lot of info will? go on this page but maybe 10% needs to be data based. CRM needs to generate quote numbers. Crm needs to do sales reports. System needs levels of authorization. We should have the ability to create custom reports. We need the ability to alter the look of? forms (reposition fields, ad tect to ticket if needed). We want the pages to appear as though 8-1/2 x 11 sheets? of paper,? as though actual forms are being completed.? We understand some conversation may be required to better quote.