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I Need A Desktop/Mobile Customer Lead, Management, And Invoice System

$50-1000 USD

Cancelado
Publicado há aproximadamente 8 anos

$50-1000 USD

Pago na entrega
I operate a local tree service business and our website is MDTreeService.com. Currently we have multiple project estimators and we manage all of our customers on pen and paper. I am looking to move this data to a back end of our website for use of our employees. - Payment must be handled through Freelancer.com - Must be written in PHP, HTML5, CSS, and use MySQL - Needs to be written in a responsive design to be effective on both desktop and in field mobile smartphone or tablet use. (Does not have to be supper pretty, just functional.) - Needs password protected login system with ability to add, edit, and remove employed site users. Employee data table needs to include first and last name, phone number, email, and user rights. - Needs to allow entry of customer data including, first and last name, address, home phone number, cell phone number, two email addresses, and a general note section. These need to be able to be updated. - Needs a project data table linking to customer id allowing for entry of multiple projects per customer with ability to add notes, and must include ability to enter project description, price, date, etc. Projects must also be linked to our estimator that is handling the project. (see below) - Projects needs progress settings of new, contact attempt, contacted, quoted, followup contacted, canceled, accepted, deposit, scheduled, completed, invoiced, paid partial, and paid full. Customer payment method needs to include a possible mix of cash, check, and credit card. (If there is a way to track deposit and multiple payments with outstanding balance, that's a plus! ) - Ability to add/upload multiple picture files and attach to project by desktop or mobile device. (A basic file uploader is fine.) - Needs a comunication data table to keep track of comunication exchange with customer that does not show in project outline. - Needs a view customer page displaying general information, all project information (including links to uploaded files), past payments and or money owed, and a simple google map of address. - Needs ability to search customer data by either name, address, phone, or email. - System will have multiple users rights with different jobs. Lead Generator, Estimator, Site Manager, and Admin. -- Lead Generator user that can search and add new or edit customers and can add new projects and notes. They can also assign a project to one of our estimators. They can search any customer and see project and progress setting but can not change setting or see any pricing. They can add comication notes. No reports pages. -- Estimator user can do all above and add and price and detailed project information as well as change project progress and any payments made. Estimators can search any customer information but only see projects that have been assigned to them. -- Site Manager user can do all above and see and edit everything. -- Admin can do everything as well as adding, editing, removing our site users. Also any general site settings and maintenance procedures. - Logged in home page should show current projects, assigned estimator, and projects status according to user rights. A basic page that keeps track of whats going on. - Needs a basic reports page with completed money paid and money owed (viable by associated user rights). - A notification system (either email or text) that notifies project owner of new or changed project settings they did not make themselves. - A simple generated email system to email customer project outline and price. Project does not have to be fancy, the most import part is that it is responsive designed and functional in field on a mobile device as well as a desktop in office. If you have any questions or any ideas, please let me know.
ID do Projeto: 9544994

Sobre o projeto

30 propostas
Projeto remoto
Ativo há 8 anos

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30 freelancers estão ofertando em média $1.428 USD for esse trabalho
Avatar do Usuário
Hello Client Greetings..........!! We are web based Development Company. We have been nominated in Top 100 web Vendors 2013. We have experts available on various technologies Magento, Wordpress, Joomla, Drupal, CakePHP,Laravel, Codeigniter, Zend, PHP/MySQL,Mobile applications, etc. Highlights about our company ----------------------------------------------- - 100% Client Recommendations & Satisfaction. - 50+ skilled full time developers/designer - Always work with milestones & release phases (Pay only when you happy) - More than 50% client get back to us for repeat business - Big portfolio of work (Please have a look at our portfolio, for more please contact us) We have designed numbers of websites and mobile applications for companies of all sizes. Our strategy for project development is anchored in a phased approach. This lets us establish a clear set of goals that ensure the quality of work is maintained throughout the entire development process for 100% client satisfaction. *** Additional Benefits *** {1} For Designing projects, we provide UNLIMITED REVISIONS until the client's utmost satisfaction {2} For Developing project, we facilitate Quality Analysis and Bug Testing {3} 24x7 Support via pmb Kindly provide your feedback over this. Let us discuss. Thanks Manisha
$1.030 USD em 20 dias
4,9 (200 avaliações)
8,7
8,7
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I already have a complete and mature Lead Management System, which have all basic and special modules, to complete your requirements. I can show you demo as per your request.
$1.000 USD em 5 dias
4,7 (344 avaliações)
7,9
7,9
Avatar do Usuário
Hello, I understood the initial scope of this project. Although i want to discuss further this job in order to prepare the final concept for this project. After Complete discussion over the call or in chat, i will prepare following things for you - Technical Project Proposal - Flow chart for this Project - Execution plan (Step by step procedure with explanation how and at what that we are going to execute a particular task)
$1.030 USD em 30 dias
5,0 (27 avaliações)
7,0
7,0
Avatar do Usuário
Hi I have read your full project requirement. I can complete all of the functionalities using php mysql with bootstrap so that the design will be responsive. please give me the opportunity to work on the project. I will show you the update regularly through my server so that you can check the work and give me the feedback at the development time. I am expert in core application development with extensive functionalities. You can trust me.
$888 USD em 35 dias
4,9 (329 avaliações)
6,8
6,8
Avatar do Usuário
After going through structure i m pretty much interested to work on this, but i have few questions in my mind, So can we discuss in brief, Thanks
$1.315 USD em 12 dias
5,0 (26 avaliações)
5,4
5,4
Avatar do Usuário
Hello! I'm interested in your project, let's discuss the details? Feel free to send me a text message via chat or s-k-y-p-e: zaskock (usually on-line from 12:00 to 23:00 UTC+2) I am a part of informal international community of freelancers who shares interesting projects with one another in private chat. Our aim is to bring together skilled freelancers and reliable clients. I can find a professional person there and give you his or her skype, so you will be able to communicate directly. Just let me know if you are interested and I'll share the details of your project with mates to discuss it and recommend you the one of us with relevant skills. Best regards! Denis.
$1.666 USD em 21 dias
4,8 (3 avaliações)
1,8
1,8
Avatar do Usuário
Hello, We are a cloud based ERP solution provider. We can build the requirements, that you are looking for. We can provide you out-of-box leads management solution. And we can customize it for you as well. Going for a cloud based platform, like ours, will give you the additional flexibility of universal access, that is your most important concern. Additionally, our offline features, will ensure 100% accessibility, even if you have inconsistent internet connection. If interested, we can give you a live demo of the platform, before getting into a work agreement.
$800 USD em 10 dias
0,0 (0 avaliações)
0,0
0,0

Sobre o cliente

Bandeira do(a) UNITED STATES
Middle River, United States
0,0
0
Método de pagamento verificado
Membro desde jan. 26, 2016

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